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3 investing secrets from Jack Bogle

Legal Disclosure: Tony Robbins is the Chief of Investor Psychology at Creative Planning, Inc., an SEC Registered Investment Advisor (RIA) with wealth managers serving all 50 states. Mr. Robbins receives compensation for serving in this capacity based on increased business derived by Creative Planning from his services. Accordingly, Mr. Robbins has a financial incentive to refer investors to Creative Planning.

Jack Bogle’s Portfolio Core Principles

John ‘Jack’ Bogle is a legend in the financial industry. Founder and former CEO of Vanguard, and father of the index fund, Bogle has been especially outspoken against the abuses of the financial industry and has made it his mission to provide inexpensive opportunities to the average investor. In 1999, Fortune named Bogle one of the four investment ‘Giants of the 20th century’ and in 2004 TIME magazine named him one the “100 Most Influential People in the World.” It’s an impressive resume to be sure, but Bogle himself is more focused on what he calls a “crusade to give investors a fair shake.”

Tony Robbins had the honor to sit with Jack Bogle and interview him in preparation of writing MONEY: Master the Game, digging deep on the problems and solutions of Wall Street. In this interview, Robbins asked Bogle for the set of principles he would leave to his children.

1. Asset allocation in accordance with your risk tolerance and your objectives
2. Diversify through low-cost index funds
3. Don’t trade!

Bogle added that as a “crude” benchmark, have as much bond funds as your age. For example, he himself is in his 80s and has 40% of his portfolio in bonds. But a very young person could be 100% equities because if he or she took a 50% hit, their “human capital” would make up for it over the years.

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