Guide

Bogleheads: getting started

Bogleheads Free Beginner

The canonical, no-hype reference on building a simple index portfolio and why costs and discipline beat cleverness.

Open on bogleheads.org ↗

Curated reading that points you to the sources, not personalised investment advice.

It answers 7 questions

  1. Should I buy index funds or pick stocks?
  2. How should I think about asset allocation when my startup is most of my net worth?
  3. What's the difference between an index fund and an ETF?
  4. What's a simple portfolio a busy founder can actually maintain?
  5. What actually triggers a rebalance, a fixed date or a drift threshold?
  6. Should my diversified money try to beat the market, or just track it?
  7. Should I buy stocks in my own industry since I understand it best?

Read with it

  1. The free, India-first walkthrough of what a mutual fund and an index fund actually are, direct vs regular plans, and how a SIP... Zerodha Varsity Course Mutual Funds Zerodha Varsity
  2. The clearest, calmest case ever written for low cost index investing and leaving it alone. Global, but the mindset travels... jlcollinsnh.com Essay The Stock Series JL Collins
  3. The market regulator own free investor-education portal: unbiased basics on investing, mutual funds, and avoiding scams, with... SEBI Guide SEBI Investor Education portal SEBI
  4. The best reminder that avoiding ruin beats chasing returns, and that wealth is the money you don't spend. The whole founder... The Psychology of Money Book The Psychology of Money Morgan Housel
  5. The free, India-first grounding in what to do with cash once you have it: goals, allocation, SIPs, and not losing it to fees. Zerodha Varsity Course Personal Finance Zerodha Varsity
  6. A no-nonsense, ad-light India personal-finance site: plain math and free calculators for emergency funds, goals, and asset... Freefincal Tool Freefincal: goal-based planning and calculators M. Pattabiraman
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