The Little Book of Common Sense Investing — Index Investing Skill

Knowledge source: The Little Book of Common Sense Investing by John C. Bogle.

Overview

Use this skill to evaluate investment fund choices, portfolio simplicity, cost drag, index fund discipline, asset allocation, and buy-hold behavior using Bogle's common-sense investing framework. It is educational decision support, not personalized financial advice.

When to Use This Skill

Use this skill when the user asks:

• "Should I use an index fund or active fund?"
• "Are these fund fees too high?"
• "How should I think about ETFs, smart beta, or advisers?"
• "What stock/bond allocation is sensible?"
• "Am I overcomplicating my portfolio?"

Core Principle