How to Create a 3 Fund Portfolio | A Beginner's Guide
How to Create a 3 Fund Portfolio | A Beginner's Guide 🛠 $30 Bonus w/ M1 Finance: https://robberger.com/go/m1finance-bonus/yt-3fundportfolio-atf Click "Show More" to see Ad Disclosure
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3-Fund Portfolio: https://robberger.com/go/3-fund-portfolio/yt-3fundportfolio
4-Fund Portfolio: https://robberger.com/go/4-fund-portfolio/yt-3fundportfolio
5-Fund Portfolio: https://robberger.com/go/5-fund-portfolio/yt-3fundportfolio
6-Fund Portfolio: https://robberger.com/go/6-fund-portfolio/yt-3fundportfolio
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0:00 3-Fund Portfolio
2:22 What is a 3-Fund Portfolio
4:20 Is a 3-Fund Portfolio diversified?
8:21 Historical Returns of a 3-Fund Portfolio
13:42 How to Create a 3-Fund Portfolio
18:00 What mutual funds or ETFs to Use
20:40 M1 Finance & 3-Fund Portfolio
26:28 How to increase returns
A three fund portfolio is a simple approach to investing that, as the name suggests, involves just three mutual funds or exchange-traded funds. In just three funds, an investor can build a diversified, low cost portfolio that's easy to manage.
Popularized by the Bogleheads, the three fund portfolio is one of several "Lazy Portfolios." You don't let the Simplicity fool you. A three fund portfolio has outperformed most comparable actively managed portfolios Over the past several decades. In this article, we'll look at what comprises a 3-fund portfolio, its diversification, its historical returns, and how to easily build a 3-fund portfolio. We'll also look at a few ways you can supercharge the returns with a significant increase to volatility by adding a few more funds to the mix.
#3fundportfolio #bogleheads #lazyportfolios
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1
Facebook: https://www.facebook.com/financialfreedomguy/
Twitter: https://twitter.com/Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
Видео How to Create a 3 Fund Portfolio | A Beginner's Guide канала Rob Berger
💰 $1,000+ Credit Card Signup Bonuses
⛱ Chase Sapphire Preferred (100,000 Bonus Points--Worth up to $1,250): https://www.allcards.com/go/sapphire-preferred/yt-3fund
✈️ Capital One Venture (100,000 Bonus Miles--Worth $1,000): https://www.allcards.com/go/capital-one-venture/yt-3fund
3-Fund Portfolio: https://robberger.com/go/3-fund-portfolio/yt-3fundportfolio
4-Fund Portfolio: https://robberger.com/go/4-fund-portfolio/yt-3fundportfolio
5-Fund Portfolio: https://robberger.com/go/5-fund-portfolio/yt-3fundportfolio
6-Fund Portfolio: https://robberger.com/go/6-fund-portfolio/yt-3fundportfolio
M1 Finance: https://robberger.com/go/m1finance/yt-3fundportfolio
Tools & Resources
📚 My Book (of course): https://amzn.to/2MsRJ9B
✅ Personal Capital: https://robberger.com/go/personal-capital/yt-3fundportfolio
✅ My favorite credit cards: https://www.allcards.com/go/cr-best-credit-cards/yt-3fundportfolio
✅ Aspiration $100 Bonus: https://www.allcards.com/go/aspiration-100/yt-3fundportfolio
✅ Checking accounts: https://www.allcards.com/best-checking-accounts/?utm_source=youtube&utm_medium=rb&utm_campaign=3fundportfolio
✅ Online savings accounts: https://www.allcards.com/best-online-savings-account-rates/?utm_source=youtube&utm_medium=rb&utm_campaign=3fundportfolio
✅ Rakuten (Ebates): https://www.allcards.com/go/rakuten/yt-3fundportfolio
✅ Free Investment Tracking Spreadsheet: https://docs.google.com/spreadsheets/d/1TgS9I6k495XvBbUmjO7fzC05iAQM815Y7gbk2u2EbE0/edit?usp=sharing
0:00 3-Fund Portfolio
2:22 What is a 3-Fund Portfolio
4:20 Is a 3-Fund Portfolio diversified?
8:21 Historical Returns of a 3-Fund Portfolio
13:42 How to Create a 3-Fund Portfolio
18:00 What mutual funds or ETFs to Use
20:40 M1 Finance & 3-Fund Portfolio
26:28 How to increase returns
A three fund portfolio is a simple approach to investing that, as the name suggests, involves just three mutual funds or exchange-traded funds. In just three funds, an investor can build a diversified, low cost portfolio that's easy to manage.
Popularized by the Bogleheads, the three fund portfolio is one of several "Lazy Portfolios." You don't let the Simplicity fool you. A three fund portfolio has outperformed most comparable actively managed portfolios Over the past several decades. In this article, we'll look at what comprises a 3-fund portfolio, its diversification, its historical returns, and how to easily build a 3-fund portfolio. We'll also look at a few ways you can supercharge the returns with a significant increase to volatility by adding a few more funds to the mix.
#3fundportfolio #bogleheads #lazyportfolios
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)
LET'S CONNECT
Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1
Facebook: https://www.facebook.com/financialfreedomguy/
Twitter: https://twitter.com/Robert_A_Berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
Видео How to Create a 3 Fund Portfolio | A Beginner's Guide канала Rob Berger
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