Bogleheads® investing start-up kit

The Bogleheads® Philosophy
Develop a workable plan Invest early and often Never bear too much or too little risk Never try to time the market Use index funds when possible Keep costs low Diversify Minimize taxes Keep it simple Stay the course Watch the Video

Welcome to the Bogleheads^® Investor Start-Up Kit!

This kit is designed to help you begin or improve your investing journey. The Bogleheads investing principles are distilled in the table listing to the right. These principles are more fully explained in Bogleheads Investment Philosophy. We urge you to begin your reading with this page.

The additional pages in this kit examine in greater depth the precepts laid out in the Bogleheads Investment Philosophy page.

If you have questions regarding investing, just ask in the Bogleheads' forum. No question is too simple. Please refer to the following guides for asking investment planning questions;

• Laura’s tips on posting your portfolio and asking related questions
• Laura’s investment planning overview

Introduction to Investing

For an examination of sound principles of investing start with our Bogleheads Investment Philosophy page.

• Bogleheads^® Investment Philosophy
• Risk

Asset Classes

Different categories of investments, are sometimes described as asset classes. The major ones are stocks, bonds, and cash or cash equivalents. The following pages provide introductions to cash investments; nominal and inflation-indexed bonds; and US and international stocks. Additional information on asset classes, including alternative asset classes can be found in the wiki category Asset Classes.

• Money Markets (includes CDs)
• Bond Basics
• Treasury Inflation Protected Securities
• Stock Basics
• Domestic/International

Implementing an Investment Plan

As illustrated in our Bogleheads Investment Philosophy page, we advocate allocating our investment capital in well-diversified, low-cost mutual funds. The following pages examine mutual fund costs; provide examples of broadly diversified investment portfolios; and explain portfolio management techniques that help mitigate investment risk and reduce taxes. All of these inputs culminate in the seminal investment roadmap and guide for our investment plan, the Investment Policy Statement.

• Asset Allocation
• Mutual fund
• Mutual Funds and Fees
• Mutual Funds: Additional Costs
• Indexing
• Vanguard Target Retirement Funds
• Lazy Portfolios
• Principles of Tax-Efficient Fund Placement
• Rebalancing
• Tax Loss Harvesting
• Investment Policy Statement
• Comparing Investments - Basic concepts needed for investment decisions.

See also

• Investment Policy Statement

References

 

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Wiki article link: [url=http://www.bogleheads.org/wiki/Bogleheads%C2%AE_investing_start-up_kit]Bogleheads® investing start-up kit[/url]