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Common Sense on Mutual Funds_ New Imperatives for the Intelligent Investor - John C. Bogle
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BENEFITING FROM BALANCE

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2022-02-24 00:46:59
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  • Praise
  • Title Page
  • Copyright Page
  • Dedication
  • About the Author
  • Foreword
  • Preface
  • Acknowledgements
  • PART I - ON INVESTMENT STRATEGY
  • CHAPTER 1 - ON LONG-TERM INVESTING CHANCE AND THE GARDEN
    • CHANCE, THE GARDEN, AND LONG-TERM INVESTING
    • How HAS OUR GARDEN GROWN?
    • STOCK MARKET RETURNS
    • BOND MARKET RETURNS
    • PLANTING SEEDS FOR GROWTH
    • THE FINANCIAL MARKETS ARE NOT FOR SALE
    • PRACTICE DEPARTS FROM PRINCIPLE
    • SIMPLE PRINCIPLES FOR LONG-TERM SUCCESS
  • CHAPTER 2 - ON THE NATURE OF RETURNS
    • OCCAM’S RAZOR AND THE STOCK MARKET
    • OCCAM’S RAZOR AND THE BOND MARKET
    • PRECISION AND PERVERSITY
    • HOW IMPORTANT IS IT TO FORECAST FUTURE RETURNS?
  • CHARTER 3 - ON ASSET ALLOCATION
    • FROM THE TALMUD TO MODERN PORTFOLIO THEORY
    • RISK TO THE FORE
    • BENEFITING FROM BALANCE
    • A THIRD DIMENSION
    • THREE PERSPECTIVES ON THE IMPACT OF COST
    • IS IT COST OR ASSET ALLOCATION?
  • CHAPTER 4 - ON SIMPLICITY
    • WHEN ALL ELSE FAILS, FALL BACK ON SIMPLICITY
    • SIMPLICITY IN YOUR STOCK PORTFOLIO
    • RULE 1: SELECT LOW-COST FUNDS
    • RULE 2: CONSIDER CAREFULLY THE ADDED COSTS OF ADVICE
    • RULE 3: DO NOT OVERRATE PAST FUND PERFORMANCE
    • RULE 4: USE PAST PERFORMANCE TO DETERMINE CONSISTENCY AND RISK
    • RULE 5: BEWARE OF STARS
    • RULE 6: BEWARE OF ASSET SIZE
    • RULE 7: DON’T OWN TOO MANY FUNDS
    • RULE 8: BUY YOUR FUND PORTFOLIO—AND HOLD IT
    • THE PARADIGM OF SIMPLICITY
  • PART II - ON INVESTMENT CHOICES
  • CHAPTER 5 - ON INDEXING
    • INDEXING IS A LONG-TERM STRATEGY
    • THE S&P 500 INDEX Is NOT THE MARKET
    • INDEXING WINS LARGELY BECAUSE OF COST
    • THE INDEX FUND IS MUCH BETTER THAN IT APPEARS
    • THE THORNY ISSUE OF RISK
    • ALL INDEX FUNDS ARE NOT CREATED EQUAL
    • INDEXING WORKS IN ALL MARKETS
    • THE TRIUMPH OF INDEXING
  • CHAPTER 6 - ON EQUITY STYLES
    • ENTER TICK-TACK-TOE
    • COMPARING APPLES TO APPLES
    • EQUITY FUNDS—RISKS, RETURNS, AND COSTS
    • GOD, PASCAL, AND WAR GAMES
  • CHARTER 7 - ON BONDS
    • MISERY LOVES COMPANY
    • A FLAGRANT EXAMPLE
    • How MUCH DOES COST MATTER?
    • WHAT ABOUT MANAGEMENT SKILL?
    • SALES CHARGES EXACERBATE THE COST ISSUE
    • HOW TO AVOID EXCESSIVE COSTS
  • CHAPTER 8 - ON GLOBAL INVESTING
    • THE GLOBAL PORTFOLIO EXTREME
    • CURRENCY RISK—AND RETURNS
    • THE GLOBAL EFFICIENT FRONTIER
    • INTERNATIONAL ECONOMIES AND FINANCIAL MARKETS
    • THE RECORD OF GLOBAL INVESTORS
    • CONSTRUCTING YOUR OWN GLOBAL PORTFOLIO
    • INDEXING IN INTERNATIONAL MARKETS—A BETTER WAY?
    • THE ACCIDENTAL TOURIST
    • “ACRES OF DIAMONDS” REVISITED
  • CHAPTER 9 - ON SELECTING SUPERIOR FUNDS
    • THE EQUITY FUND RECORD
    • ENTER THE INDEX FUND
    • THE INDEX FUND ELICITS A NEW INDUSTRY MANTRA
    • SELECTING WINNING Funds—An ACADEMIC ACTIVITY
    • FUNDS THAT HAVE BEATEN THE MARKET—THE DISAPPOINTING REALITY
    • THE INVESTMENT ADVISERS WHO SELECT FUNDS—ANOTHER DISAPPOINTMENT
    • RETURNS OF FUNDS-OF-FUNDS—YET ANOTHER DISAPPOINTMENT
    • NO HOLY GRAIL HERE—ACADEMIC OR PRAGMATIC
  • PART III - ON INVESTMENT PERFORMANCE
  • CHAPTER 10 - ON REVERSION TO THE MEAN
    • MUTUAL FUND CHAMPIONS COME DOWN TO EARTH
    • GRAVITY AND STOCK MARKET SECTORS
    • COMMON STOCKS RETURN TO EARTH, TOO
    • INVESTING TO COPE WITH THE FORCE OF GRAVITY
    • THE CROWN JEWELS
  • CHAPTER 11 - ON INVESTMENT RELATIVISM
    • A POWERFUL BOGEY
    • THE RISE OF CLOSET INDEXING
    • THE INDEX FUND: VILLAIN OF THE PIECE?
    • WE’RE ALL QUANTS NOW
    • MEASURING MANAGERS—WHERE DOES YOUR MANAGER STAND?
    • “IF YOU CAN’T BEAT ‘EM, JOIN ’EM”
  • CHAPTER 12 - ON ASSET SIZE
    • ISN’T BIGGER BETTER?
    • SIZE AND FUND INVESTMENT RETURNS
    • REAL SIZE, REAL PROBLEMS
    • WHAT’S SIZE GOT TO DO WITH IT?
    • NOTHING DOES SUCCEED LIKE SUCCESS-FOR FUND MANAGERS
    • TO DREAM THE IMPOSSIBLE DREAM
    • YOU CAN MAKE THE DREAM A REALITY
  • CHAPTER 13 - ON TAXES
    • TAXES-THE INDUSTRY’S BLACK SHEEP
    • ALPHA TAKES ANOTHER HIT ... FROM TAXES
    • FUND PORTFOLIO TURNOVER SOARS
    • FUND MANAGER TURNOVER DOESN’T HELP
    • A GOOD SOLUTION: THE INDEX FUND
    • A BETTER SOLUTION: THE TAX-MANAGED FUND
    • A NEW IDEA, SIXTY YEARS OLD
    • TAX STRATEGIES
    • THE PARALLAX VIEW
  • CHAPTER 14 - ON TIME
    • REWARD-THE FIRST DIMENSION
    • RISK-THE SECOND DIMENSION
    • COST-THE THIRD DIMENSION
    • TIME-THE FOURTH DIMENSION
    • THE DIMENSIONAL IMPERATIVE
  • PART IV - ON FUND MANAGEMENT
  • CHAPTER 15 - ON PRINCIPLES
    • DISTRIBUTION DRIVES THE INDUSTRY
    • MANAGEMENT VERSUS DISTRIBUTION
    • INFORMATION THAT CAN MAKE A DIFFERENCE IN YOUR FUND INVESTMENTS
    • ESPERANTO-TYPE CRANKS
  • CHAPTER 16 - ON MARKETING
    • YOUR MONEY Is No OBJECT
    • 12b-1 FEES-FULL DISCLOSURE
    • HAWKING PRODUCTS, HIDING RISK
    • OWNERS VERSUS CUSTOMERS?
    • THE TRUE BUSINESS—CATHERING ASSETS
  • CHAPTER 17 - ON TECHNOLOGY
    • INVESTMENT TECHNOLOGY—BIGGER, QUICKER, AND MORE COMPLEX
    • INFORMATION TECHNOLOGY—INFORMATION VERSUS WISDOM
    • TRANSACTION TECHNOLOGY—SWITCH WHEN THE IRON Is HOT
    • THE REPORT CARD
    • THE PERVASIVE IMPACT OF TECHNOLOGY
  • CHAPTER 18 - ON DIRECTORS
    • THE LEVERS OF CONTROL
    • THE CONSEQUENCES OF CONTROL
    • WHAT THE LAW SAYS
    • AN ALTERNATIVE STRUCTURE
    • LEGAL ACTION COMING?
    • CONGRESS AND THE SEC
    • SUMMING UP
  • CHAPTER 19 - ON STRUCTURE
    • CONTRASTING OWNERSHIP STRUCTURES
    • HISTORY IN THE MAKING
    • STRATEGY FOLLOWS STRUCTURE
    • LOOKING TO THE FUTURE
    • THE INFORMATION AGE TO THE RESCUE
    • REVISION OR RESTRUCTURING?
  • PART V - ON SPIRIT
  • CHAPTER 20 - ON ENTREPRENEURSHIP
    • I MEET A TRUE ENTREPRENEUR
    • A MERGER, A FIRING, AN IDEA
    • STEPS AND STUMBLES
    • SCHUMPETER DESCRIBES THE ENTREPRENEUR
    • A SLICE OF THE WORLD IN CONTEXT
  • CHAPTER 21 - ON LEADERSHIP
    • THE MAJESTY OF SIMPLICITY
    • A FORTUITOUS HISTORY
    • READINESS AND FORESIGHT, PURPOSE AND PASSION
    • SERVANT-LEADERSHIP
    • FAILURE AND DETERMINATION
    • PATIENCE AND COURAGE
    • FATE TAKES A HAND
  • CHAPTER 22 - ON HUMAN BEINGS
    • THE INVESTOR AS HUMAN BEING
    • SHAREHOLDERS RESPOND
    • THE VANGUARD CREW
    • THE AWARD FOR EXCELLENCE: EVEN ONE PERSON CAN MAKE A DIFFERENCE
    • PARTNERSHIP: SHARING THE FRUITS OF OUR LABORS
    • THE GOLDEN RULE
  • Afterword
  • APPENDIX PENDI - Some Thoughts about the Current Stock Market as 1999 Begins
  • APPENDIX II - Supplemental Data
  • Notes
  • Index
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