Main Page

Bogleheads® wiki - Investing Advice Inspired by John Bogle Academics Asset classes Employer provided retirement plans ETFs and mutual funds Financial planning Indexing Investing Non-US domiciles Personal retirement plans Retirement planning Tax considerations Complete list... Academics Asset classes Employer provided retirement plans ETFs and mutual funds Financial planning Indexing Investing Non-US domiciles Personal retirement plans Retirement planning Tax considerations Complete list...

 

Welcome

John Bogle
(1929 - 2019)
Forum postsWelcome 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

• Getting started - Start here.
• Bogleheads® investment philosophy - Our investment principles.
• Bogleheads® investing start-up kit - A top-down approach to start investing.
• Investment policy statement - Identify your investment objectives and how you plan to meet them.
• Bogleheads® personal finance planning start-up kit - Other than investing, such as financial planning, insurance, and saving for college.
• Preparing for retirement - Steps you should take before retiring.
• Prioritizing investments - Choosing where to save your investing money, such as an employer's retirement plan or a savings account.

 

Today's featured article

Investing FAQ for the Bogleheads® forum provides short answers, and links to longer answers, for questions which often come up in the Bogleheads forum, in order to avoid repetitive discussions and to provide a quick reference for common answers. If you would like to ask one of these questions but have follow-up questions or an unusual situation which may not be covered by the FAQ, feel free to ask it. (more...)

 

This week in financial history

March 25:

• 1885 - The New York Stock Exchange established the Department of Unlisted Securities, creating the over-the counter market. Source: Chronology of New York Stock Exchange (1792-1929)
• 1957 - Six European countries (Germany, France, Italy, the Netherlands, Belgium and Luxembourg) sign the Treaty of Rome, creating the European Economic Community (EEC), or 'common market'. The idea is for people, goods and services to move freely across borders. Source: EUROPA - The history of the European Union: 1945 - 1959

March 26:

• 2008 - Ford sold Jaguar and Land Rover to India's Tata Motors Limited for $2.3 billion. Source: Tata to buy Ford's Jaguar, Land Rover for $2.3 bln

March 27:

• 2006 - The S&P Completion Index was launched on this date. The index provides a benchmark for extended market index funds that, when combined with an S&P 500 index fund, provides total market coverage of the U.S. stock market. Source: S&P Completion Index

March 28:

• 1985 - Ronald Reagan became the first sitting president to ring the opening bell at the New York Stock Exchange. Source: Remarks to Brokers and Staff of the New York Stock Exchange in New York, New York

March 29:

• 1900 - Louis Jean-Baptiste Alphonse Bachelier, French mathematician, published Theorie de La Speculation; and argued that markets were essentially random. This introduced higher math to the analysis of finance. Source: Théorie de la spéculation, Annales Scientifiques de l’École Normale Supérieure Vol.3 (17) pp. 21-86.
• 1999 - The US Dow Jones Industrial Average closed above 10,000 for the first time in history. Source: Closing milestones of the Dow Jones Industrial Average

March 30:

• 2007 - The law allowing German real estate investment trusts (G-REITs) went into effect. Source: Germany enters the REIT universe with a big bang

March 31:

• 1968 - The MSCI EAFE Index was launched on March 31, 1986. Source: MSCI EAFE Index, fact sheet

 

Can't find what you're looking for?

Use the wiki's Search box. Or, start from a top-level overview using Site navigation. A complete article list is also available.

You can search or register to ask a question on the Bogleheads forum, or browse recent forum posts from the Bogleheads' home page. We're also on Facebook.

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.

We also have a sister site in Spain, Bogleheads® España (en español).

 

Contributing to the wiki

Anyone can read the wiki. If you would like to edit it, you must first join the Bogleheads forum. Once you've joined, send a private message requesting access, and you can then become an editor. Information on editing the wiki is available on the left sidebar of every wiki page. Suggestions are welcome by posting in Suggestions for the Wiki.

If you see content in need of improvement, or a new page on a topic not yet covered, consider becoming an editor so that you can contribute to the site. If you find yourself writing a reply to a forum question that's been discussed a number of times before, consider creating a wiki page with the answer. Then you and others can reply to subsequent questions on that topic with a link and a quote of your text. That way, the Bogleheads Community both preserves our knowledge base and makes it more accessible, particularly to those using search engines.