Bogleheads® wiki
- Investing Advice Inspired by Jack Bogle

Welcome

John Bogle at BH15.jpgWelcome to the Bogleheads® wiki, a collaborative undertaking by members of the Bogleheads Community. This wiki is a reference resource for investors. Bogleheads emphasize starting early, living below one's means, regular saving, broad diversification, and sticking to one's investment plan.

If all this seems a bit overwhelming, relax and don't panic. A good place to begin is getting started. Returning visitors may be interested in our new pages.

Getting started

Today's featured article

An Investment policy statement (IPS) is a statement that defines general investment goals and objectives. It describes the strategies that will be used to meet these objectives and contains specific information on subjects such as asset allocation, risk tolerance, and liquidity requirements.

Consider the use of a simple investing plan (see below):

  • For investors challenged by the complexity of an Investment Policy Statement
  • When the investment objectives don't justify the effort needed to create an Investment Policy Statement (more...)

This week in financial history

March 21:

  • 1868 - The Foreign and Colonial Government Trust published the earliest known mutual fund prospectus in London, England. The fund offered shares at 85 pounds sterling. The fund, now known as Foreign and Colonial Investment Trust, still trades on the London Stock Exchange.
  • 1924 - The Massachusetts Investment Trust was organized in Boston as a managed fund offering redeemable securities, thus becoming the first open-ended mutual fund in U.S. Source: Business history: advisors

March 22:

March 23:

  • 1720 - The South Sea Bill, granting virtual monopoly powers to the South Sea Co., passes in the British House of Commons after six hours of fierce debate, during which the price of South Sea shares fluctuates from 270 to 400.
  • 1987 – The Standard & Poors 500 stock index closes above 300 for the first time, less than a year-and-a-half after breaking the 200 barrier. The index finishes the day at 301.16. Source:Closing milestones of the S&P 500 Index

March 24:

March 25:

March 26:

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Our Canadian sister site, Financial Wisdom Forum, and its finiki, the Canadian financial wiki has a similar focus, many like-minded members, and may be of interest as well.

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