Saturday, February 1, 2020

In Pursuit of the Perfect Portfolio: John C. Bogle

Here is the one hour interview and I like to watch again.

I am thinking about reading John C. Bogle's books. I like to find time to read them.

Study and research 

Diversification

1949 - mutual fund turnover like market

Research - open funds

Balanced fund - 2/3 volatility of the market
S & P 500 index - before it is created, GoGo fund - Junk

Good mentor, died in 1998, 100 years old - Bogle's mentor - Wellington management company

The case for mutual fund management


1960 - index

Vanguard fund 


It is hard to be good. The more you try, sometimes it is worse it is.

35 years old, John Bogle started Vanguard fund in 1960s.

49:00/ 1:01

Perfect portfolio

Asset allocation in my book - regular rebalance - not necessory, 60/40 compared to 80/20 is best option; no easy answer on this.

You do not know, I do not know. Market does not know. Invest regularly. I am 80 years old, planning on my state, 50% bond, 50% equity fund. Too much on stock. Most investors do feel the same.

GDP - what is US GDP, 60% related to GDP.

Peter Lynch - statement - short term is important than long term.

Are you speculative or investing?

How do you think that gold is an investment.

90% - get out of ideas you have to do something.
Do not do something. Just stand there. Just rough idea how to allocate your allocation.





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