Bogleheads 3 Fund Portfolio Review & Vanguard ETFs To Use

The Bogleheads 3 Fund Portfolio is arguably the most popular lazy portfolio out there. Here we’ll investigate its components, historical performance, and the best ETFs to use in its implementation.

// TIMESTAMPS:

00:00 - Intro
00:27 - What is the Bogleheads 3 Fund Portfolio?
02:08 - Why Index Funds?
03:04 - Why International Stocks?
03:43 - Bogleheads 3 Fund Portfolio Benefits
04:20 - Asset Selection
06:29 - Why No International Bonds?
09:14 - Historical Performance
10:16 - ETFs To Use
11:23 - Disclosure
11:57 - Disclaimer
12:28 - Outro

// PARTIAL TRANSCRIPT:

The Bogleheads 3 Fund Portfolio is arguably the most popular lazy portfolio. “Bogleheads” are followers of the advice and path of the famous Jack Bogle, founder of Vanguard and considered the father of index investing. I am one. The Bogleheads Forum houses an exchange of knowledge surrounding Bogle’s principles.

The Bogleheads 3 Fund Portfolio, as the name implies, is a simple portfolio comprised of 3 broad asset classes – usually a U.S total stock market index fund, a total international stock market index fund, and a total bond market index fund. Bogle suggested the “majesty of simplicity.”

The Bogleheads 3 Fund Portfolio draws on the idea of portfolio diversification’s ability to reduce volatility and drawdowns, protect against black swan events, and maximize risk-adjusted return. Holding multiple uncorrelated assets invariably reduces risk and can result in higher returns – and almost always higher risk-adjusted returns – than holding one asset in isolation.

A one-size-fits-most 80/20 allocation for the Bogleheads 3 Fund Portfolio is:

60% U.S. Stocks
20% International Stocks
20% U.S. Bonds

Read the blog post here: https://www.optimizedportfolio.com/bogleheads-3-fund-portfolio/

#investing #lazyportfolios #bogleheads #vanguard #bogle #lazyportfolio #stocks #stockmarket #indexinvesting

// RESOURCES:

► Book - The Bogleheads' Guide To Investing by Taylor Larimore: https://amzn.to/2Yoe6RP
► Book - The Bogleheads' Guide To the Three-Fund Portfolio by Taylor Larimore: https://amzn.to/2zI5uep
► Vanguard paper on int'l bonds: https://personal.vanguard.com/pdf/ISGGLBD.pdf
► Larry Swedroe article on int'l bonds: https://seekingalpha.com/article/2200393-should-you-include-international-bonds-in-your-portfolio-part-i
► Samuel Lee article on int'l bonds: https://www.morningstar.com/articles/659003/diversification-for-the-sake-of-diversification
► M1 Pie for the 3 Fund Portfolio Using Total Bond Market: https://m1finance.8bxp97.net/ok4L9
► M1 Pie for the 3 Fund Portfolio Using Interm. Treasuries: https://m1finance.8bxp97.net/KM04x
► M1 Pie for the 3 Fund Portfolio Using Long Treasuries: https://m1finance.8bxp97.net/LMK4Y

// INVEST

► M1 Finance: https://m1finance.8bxp97.net/5RNr3
► My comprehensive review of M1 Finance: https://www.optimizedportfolio.com/m1-finance-review/
► Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/
► Lazy Portfolios: https://www.optimizedportfolio.com/lazy-portfolios/
► Beginners’ reference guide (updated regularly): https://www.optimizedportfolio.com/beginners-start-here/
► Robinhood (1 free stock): https://robinhood.c3me6x.net/DVyo4o
► Webull (for stock traders; get 2 free stocks): https://act.webull.com/te/iKJHc5TS9HSe/lfh/inviteUs/

// SOCIAL

► Website: https://www.optimizedportfolio.com/
► Facebook: https://www.facebook.com/optimizedportfolio/
► Instagram: https://www.instagram.com/optimizedportfolio/
► Twitter: https://twitter.com/OptimizedPort

► Support my channel by shopping on Amazon (free for you): https://amzn.to/2TLCgCc

I appreciate all the support!

Disclaimer: While I love diving into investing-related data and playing around with backtests, I am not a certified expert. I am not a financial advisor, portfolio manager, or accountant. The information presented is not financial advice, investing advice, or tax advice; it is for informational and recreational purposes only. Investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or transact in any of the products mentioned. I try my best to provide accurate information, but I can’t guarantee 100% accuracy. Do your own due diligence. Past performance does not guarantee future returns. Investing in the stock market - especially with leverage - is risky. Read my lengthier disclaimer here: https://www.optimizedportfolio.com/terms/

Disclosure: Some of the links above are referral links. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. This allows me to continue producing high-quality content on this channel and pays for the occasional cup of coffee. I have first-hand experience with every product or service I recommend, and I recommend them because I genuinely believe they are useful.

Видео Bogleheads 3 Fund Portfolio Review & Vanguard ETFs To Use канала Optimized Portfolio