Bogleheads® 12 videos

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Bogleheads® 12 videos were recorded during the 2013 National Bogleheads Reunion (Bogleheads® 12), held in Philadelphia, Pennsylvania. Registration and reception began at 2 PM on Wednesday, October 16, 2013 and and the reunion concluded at noon on Friday, October 18, 2013.

Conference proceedings

The conference proceeding videos, supplied by forum member VELO724X (Ricardo Guerra), are listed in Bogleheads® 12 - Philadelphia.

Morningstar videos with Christine Benz

Christine Benz, Morningstar's director of personal finance, interviewed a number of attendees at the convention. The links are provided below.

Note: The Morningstar video "Play" button does not work in the wiki. Use the supplied link to watch the video on Morningstar's site.[note 1]

Interviews with John Bogle

Bogle's expectations for stocks and bonds

The Vanguard founder says investors may face lower-than-normal real returns on stocks and should hold bonds for ballast and not return.

Video.png Bogle's expectations for stocks and bonds

Bogle: Be sensible about rebalancing

Investors should use wide bands to trigger rebalancing--if they need to rebalance at all, says the Vanguard founder.

Video.png Bogle: Be sensible about rebalancing

Bogle: Indexing always pays off

Although investors may lean toward active management in bonds and international equities, the Vanguard founder says it's only a matter of time until indexing catches on.

Video.png Bogle: Indexing always pays off

Bogle: Target-date funds have a flaw

The Vanguard founder says many target-date vehicles are underallocated to equities, and investors need to consider combinations of dividends and other retirement income when setting a specific target date.

Video.png Bogle: Target-date funds have a flaw

Bogle skeptical of credit-sensitive bonds, smart beta

The Vanguard founder is leery of the diversifying qualities of currently popular fixed-income investments and says smart beta strategies are "silly."

Video.png Bogle skeptical of credit-sensitive bonds, smart beta

Bogle on conflicts with the fiduciary standard

The Vanguard founder urges a resolution for asset management companies that have conflicts of interest in serving both their corporate shareholders and fund shareholders.

Video.png Bogle on conflicts with the fiduciary standard

Interviews with Rick Ferri

Ferri: 3-fund portfolio the simplest way to best return

U.S.-stock, foreign-stock, and bond index funds can constitute a core portfolio with the flexibility to expand into other asset classes if desired, says author and advisor Rick Ferri.

Video.png Ferri: 3-fund portfolio the simplest way to best return

Ferri: Why passive portfolios are better than active

Research by author Rick Ferri took the active-passive debate beyond individual investments and found passive-oriented portfolios will likely outperform active portfolios across time spans, number of holdings, and asset types.

Video.png Ferri: Why passive portfolios are better than active

Notes

  1. The Bogleheads® wiki uses SSL (https://) protocol, but Morningstar does not (http://). For security reasons, most browsers will not allow the embedded Morningstar videos to play - which is the correct behavior.