Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Boglehead
Jack Bogle
Bogleheads Principles
1. Live below your means
8. Minimize taxes
9. Invest simply
4. Diversify
10. Stay the course
5. Use index funds
Starting Age
Amount at age 60
35
$570,265
30
$787,568
25
$1,071,477
8% return
Asset allocation
The more risk you can handle, less bonds you need
4. Diversify
1% compounds to 20%
Starting Age /
Expense Ratio
1.2%
0.2%
35
$1.15 MM
$1.34 MM
30
$1.70 MM
$2.06 MM
25
$2.47 MM
$3.11 MM
8. Minimize Taxes
Fund choices
Traditional vs ROTH
9. Invest simply
Now what?
Profit!
Learn More