The Passive Bond Core: Building Around Index Funds
How broad, ultra-low-fee bond index funds behave the way they do, and how to build a diversified portfolio around them.
Optimized for books about Understanding why broad bond index funds work and how to construct a passive core-satellite portfolio around them..
The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize RiskWilliam J. BernsteinProvides practical asset allocation frameworks for building a resilient, diversified portfolio around core bond and...Shelf signal: Investing (Personal)
Pioneering Portfolio ManagementDavid F. SwensenPioneering Portfolio Management explains institutional portfolio design principles that inform why large index funds...Shelf signal: Portfolio Management
Unconventional SuccessDavid F. SwensenUnconventional Success adapts institutional management lessons to individual investors deciding between active and...Shelf signal: Investing (Personal)
What Wall Street Doesn't Want You to KnowLarry E. SwedroeWhat Wall Street Doesn't Want You to Know argues for passive index advantages and tax-aware fund selection relevant to...Shelf signal: Investing (Personal)
Create Your Own Hedge FundMark D. WolfingerCreate Your Own Hedge Fund offers tactical insight into using ETFs and options alongside core passive holdings for...Shelf signal: Investment & Trading Strategies