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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 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

► Get the 3 Fund Portfolio Using Total Bond Market: [ Ссылка ]
► Get the 3 Fund Portfolio Using Interm. Treasuries: [ Ссылка ]
► Get the 3 Fund Portfolio Using Long Treasuries: [ Ссылка ]

Read the blog post here: [ Ссылка ]

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

// RESOURCES:

► Book - The Bogleheads' Guide To Investing by Taylor Larimore: [ Ссылка ]
► Book - The Bogleheads' Guide To the Three-Fund Portfolio by Taylor Larimore: [ Ссылка ]
► Vanguard paper on int'l bonds: [ Ссылка ]
► Larry Swedroe article on int'l bonds: [ Ссылка ]

// INVEST

► M1 Finance: [ Ссылка ]
► My comprehensive review of M1 Finance: [ Ссылка ]
► Get my dividend portfolio: [ Ссылка ]
► Lazy Portfolios: [ Ссылка ]
► Beginners’ reference guide (updated regularly): [ Ссылка ]
► Webull (for stock traders; get 2 free stocks): [ Ссылка ]
► Flat-fee-only advising from Advisor.com: [ Ссылка ]

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Disclaimer: This is not financial advice, investing advice, or tax advice. The information presented is for informational, educational, and entertainment purposes only. Investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. I always attempt to ensure the accuracy of information presented but that accuracy cannot be guaranteed. Do your own due diligence. All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future results. Opinions are my own and do not represent those of other parties mentioned. Read my lengthier disclaimer here: [ Ссылка ]

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.

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