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Bogleheads 3-Fund Portfolio: Simple Investing That Works

The lazy portfolio strategy used by millions to beat 80% of professional investors. Just 3 funds, minimal effort, maximum results.

What is the 3-Fund Portfolio?

The Bogleheads 3-fund portfolio is a simple investment strategy using just three low-cost index funds to capture the entire global stock and bond markets. Named after Jack Bogle, founder of Vanguard and the father of index investing, this approach has been refined by the Bogleheads community over decades.

The philosophy is elegantly simple:

  • Own everything: Capture the entire market with broad index funds
  • Keep costs low: Index funds charge a fraction of active funds
  • Stay the course: Don't try to time the market or pick winners

Jack Bogle's Wisdom

"Don't look for the needle in the haystack. Just buy the haystack!" - The 3-fund portfolio literally owns the entire haystack of global investments.

Why This Strategy Works

1. You Own the Entire Market

A total US stock fund holds 3,000+ companies. Add international stocks and you own 10,000+ companies worldwide. This extreme diversification means no single company failure can significantly hurt you.

2. Rock-Bottom Costs

Index funds charge 0.03-0.20% annually. Active funds average 0.50-1.0%+. That difference compounds dramatically: over 30 years, a 0.70% fee difference on $500,000 costs you $200,000+ in lost returns.

3. You Beat Most Professionals

Over 15-year periods, 90%+ of actively managed funds underperform their benchmark index. By simply owning the index, you automatically beat most professional investors.

4. Minimal Effort

No research required. No stock picking. No market timing. Just invest regularly and rebalance once or twice a year. The perfect "set it and forget it" strategy.

The Three Funds

US Total Stock Market

VTI
0.03% expense ratio

~3,700 US companies from large to small cap. The foundation of most American portfolios.

International Stocks

VXUS
0.07% expense ratio

~8,000 companies across developed and emerging markets outside the US.

Total Bond Market

BND
0.03% expense ratio

~10,000 investment-grade US bonds. Provides stability and income.

Allocation by Age

Your allocation depends on your risk tolerance and time horizon. A common rule: subtract your age from 110 to get your stock percentage. Here are guidelines:

Age US Stocks Int'l Stocks Bonds Visual
20s-30s 54% 36% 10%
40s 48% 32% 20%
50s 42% 28% 30%
60s+ 36% 24% 40%

Fund Options by Provider

You can build a 3-fund portfolio with any major broker. Here are equivalent options:

Provider US Total Market International Bonds
Vanguard ETF VTI (0.03%) VXUS (0.07%) BND (0.03%)
Vanguard Mutual VTSAX (0.04%) VTIAX (0.11%) VBTLX (0.05%)
Fidelity FSKAX (0.015%) FTIHX (0.06%) FXNAX (0.025%)
Schwab SWTSX (0.03%) SWISX (0.06%) SWAGX (0.04%)
iShares ITOT (0.03%) IXUS (0.07%) AGG (0.03%)

How to Rebalance

Rebalancing keeps your portfolio aligned with your target allocation:

  1. Check annually: Once a year is enough for most investors
  2. Use the 5% rule: Rebalance when any asset class drifts 5%+ from target
  3. Prefer contributions: Direct new money to underweight assets instead of selling
  4. Tax considerations: Rebalance in tax-advantaged accounts first to avoid capital gains

Automate Everything

Set up automatic monthly contributions to your brokerage. Many brokers let you automatically invest in specific funds. This removes emotion and ensures consistency.

Frequently Asked Questions

Should I include international stocks?
Most Bogleheads say yes. International stocks provide diversification - sometimes US outperforms, sometimes international does. Jack Bogle himself was skeptical of international, but the community consensus favors 20-40% international allocation for risk reduction.
Can I just use one fund instead of three?
Yes! Target-date funds (like Vanguard Target Retirement 2050) hold a similar mix and automatically adjust allocation as you age. They cost slightly more (~0.15%) but offer ultimate simplicity. Also consider VT (total world stock) + BND for a 2-fund approach.
Do I need bonds if I'm young?
It depends on your risk tolerance. Pure stocks have higher expected returns but more volatility. A small bond allocation (10-20%) can help you stay invested during crashes by reducing portfolio swings. If you'll panic sell in a crash, bonds are worth the slight return reduction.

Track Your 3-Fund Portfolio

Monitor your allocation, rebalancing needs, and total returns with AllInvestView - free for simple portfolios.

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