【MeL】The Bogleheads' Guide to the Three-Fund Portfolio- How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk
Larimore, T 著
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目次
Foreword by John C. Bogle Preface: History of The Three-Fund Portfolio Acknowledgments Chapter 1 The Investment Industry Chapter 2 John Bogle-The Investor’s Best Friend Chapter 3 John Bogle Introduces Total Market Index Chapter 4 Twenty Benefits of Total Market Index Funds (in no particular order): Benefit 1: No Advisor Risk Benefit 2: No Asset Bloat Benefit 3: No Front Running Benefit 4: No Fund Manager Risk Benefit 5: No Individual Stock Risk Benefit 6: No Overlap Benefit 7: No Sector Risk Benefit 8: No Style Risk Benefit 9: No Tracking Error Benefit 10: Above Average Return Benefit 11: Simplified Contributions and Withdrawals Benefit 12: Consistency Benefit 13: Low Turnover Benefit 14: Low Costs Benefit 15: Maximum Diversification (lower risk) Benefit 16: Efficient (best risk/return ratio) Benefit 17: Low Maintenance Benefit 18: Easy to Rebalance Benefit 19: Tax Efficiency Benefit 20: Simplicity (for investors, caregivers, and heirs) Chapter 5 Getting Started Chapter 6 Stay the Course Appendix I What Experts Say Appendix II “Meet the Bogleheads” Glossary of Financial Terms Index
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