The Taylor Larimore three-fund portfolio, is a portfolio design consisting of three “total” market index funds, covering the US stock market, the international stock market, and the US taxable investment grade bond market. Investors were able to implement this portfolio …

Three fund portfolio 2019 update Read More »

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ClarkBo es uno de los miembros fundadores de Bogleheads España. El sitio, que consta de un foro y wiki, se creó el 4 de enero de 2019. En su primer año, el foro atrajo a 676 miembros, con 285 publicaciones …

Entrevista con ClarkBo: Bogleheads España Read More »

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The table below provides US stock market returns for 2019 as measured by major index providers. 2019 returns Note that index providers have differing metrics for defining size and style dimensions, and employ differing transition metrics for stocks migrating from …

2019 US stock market index returns Read More »

Joseph “Joe” Davis, Ph.D., is a principal and Vanguard’s global chief economist. He is also head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the firm’s investment methodologies and asset allocation strategies for both …

Episode 017 Bogleheads on Investing, guest Joe Davis, host Rick Ferri Read More »

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(blog article updated in January 2020 to fully factor in returns from 2019) In the past decade, a specialized type of fund gained increased popularity, funds implementing leverage over a given benchmark. The most popular benchmark being the S&P 500, …

Leveraging S&P 500 – Quantitative Analysis Read More »

Our guest in December will be Sheryl Garrett, CFP, the founder of the Garrett Planning Network, a nationwide network of more than 300 hourly based financial advisors whose mission is to help make competent, objective financial advice accessible to all …

Episode 016 Bogleheads on Investing, guest Sheryl Garrett, host Rick Ferri Read More »

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Our guest this week will be Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence. In this role, he writes research, articles and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. He also appears in a weekly on-air segment for …

Episode 0015: Bogleheads on Investing – guest Eric Balchunus, host Rick Ferri Read More »

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We have added a new page to Financial Page: John Bogle articles and speeches.This page appears as a sub-menu below the page tab “Who are the Bogleheads?” John Bogle articles and speeches The genesis for this page begins with the …

New page: John Bogle articles and speeches Read More »

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Chris Mamula is the lead co-author of the ChooseFI book and a financial writer for Can I Retire Yet? In this in-depth interview, Chris explains how the FIRE movement developed, and how the principles of traditional retirement planning, combined with creative lifestyle design, allowed …

Episode 014: Bogleheads on Investing – guest, Chris Mamula, host Rick Ferri Read More »

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One of the most popular features of the Bogleheads® forum, and of our closely affiliated Financial Wisdom Forum (Canada) and  Bogleheads® España foro (Spain) forums, is receiving portfolio investment advice. Membership in the forums is free – all one needs …

Getting portfolio investing advice from the Bogleheads Read More »