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Showing posts with the label JohnBogle

Historical: Investment Lessons for a Lifetime from the Legendary John Bogle

John C. Bogle, the founder of Vanguard, now the largest mutual fund company in the world and the creator of index funds, which account for 28% of all stock mutual funds. We have a special treat for you this week- an extended interview with one of a kind investment legend, John Bogle. Jack, as he is known to many of us, is the founder of Vanguard, the low-cost investment giant famous for the index funds which he created there in 1976. His first index mutual fund, now named the Vanguard 500 Index Fund because it is modeled on the S&P 500 market index, now has over $100 billion in assets, as does its equivalent fund for institutional investors. It’s growing rapidly because of its low cost, largely passive investment model. Called a mutual company, Vanguard is the only mutual fund company owned by its fund investors, not private or public stockholders. Bogle set it up that way as he puts it to insure it would act as a pure “fiduciary”, putting the interests of its invest...

Jack Bogle's Advice: Avoid Rebalancing Your Investment Portfolio, But Here's How to Do It if Necessary

Jack Bogle: "Never" Rebalance Your Investment Portfolio (and how to do it if you must) Join the newsletter: Resources Mentioned in the Video: Investment Tracking Spreadsheet: Opportunistic Rebalancing paper: Jack Bogle interview: Jack Bogle, the founder of Vanguard, argued that one should not rebalance their investment portfolio. He believed that doing so lowered long-term results. In this video we'll understand why he believed rebalancing was unnecessary, along with good reasons to rebalance a portfolio. I'll also cover how I use what's called Opportunistic Rebalancing in my investment portfolio. #rebalancing #investing #RobBerger Tools & Resources 📚 My Book (of course): 📈 Personal Capital (Investment Tracking): description of video] 💰 M1 Finance $30 Bonus (IRA & Taxable Accounts): 📊 Morningstar (Fund Research): 💵 Tiller (Budgeting): 🏆 Best Investment Tr...

Essential Guide: Understanding Vanguard ETFs and Index Funds

The Vanguard Investment Group currently has around $7 trillion dollars in assets under management. Some of their investment options are index funds, ETFs, actively managed funds, and a whole lot more. Vanguard is currently the largest provider of mutual funds and the second-largest provider of exchange traded funds (ETFs) in the world behind Blackrock. The reason why Vanguard is so unique in its investment approach isn't so obvious to the average investor so I wanted to call a few of those reasons out. In this video, we'll go through some of the more unknown and eye-opening facts about the Vanguard investment group that might change how you view their investment options. Check Out My Recommendations (It helps support the channel): 🔥 M1 FINANCE Investing- Free $10 (once you deposit at least $100 within 30 days) Here's a video on how to use M1 Finance 📝 Empower (previously called "Personal Capital")- Free Net Worth Tracker ...