Bogleheads® 12 videos
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.
- 1 Conference proceedings
- 2 Morningstar videos with Christine Benz
- 2.1 Interviews with John Bogle
- 2.2 Interviews with Rick Ferri
- 3 Notes
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.
|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.
|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.
|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.
|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."
|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.
|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.
|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.
|Ferri: Why passive portfolios are better than active|
- 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.