Sound Investing

100% stocks, Crypto, customizing 4 fund portfolio and Bogleheads & more

23 snips
Aug 20, 2025
Get ready for insights on the upcoming Bogleheads Conference, featuring big names like Vanguard’s CEO. Discover why small-cap value stocks tend to outperform the S&P 500 and how a Four-Fund Strategy can simplify your portfolio. Learn the importance of financial education for young investors and how to customize portfolios with international equities and Bitcoin. Plus, enjoy a delightful poem about the ups and downs of cryptocurrency, highlighting its speculative nature. It's all about making informed and fun investment decisions!
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ADVICE

Use Conferences To Learn And Network

  • Attend the 2025 Bogleheads Conference or watch the recorded sessions to learn from top experts.
  • Use the event to ask questions, network, and refine your long-term investing approach.
INSIGHT

Four Funds Replicate A 10-Fund Return

  • The Four-Fund Strategy captures nearly the same returns as a 10-fund lineup while simplifying management.
  • It balances U.S./international and large/small exposures to preserve diversification with less complexity.
INSIGHT

Small‑Cap Value Adds Two Premiums

  • Small‑cap value historically offers both the small and value premiums and can boost long-term returns.
  • You can now access international small‑cap value, altering earlier four‑fund decisions.
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