The Bogle Investment Strategy “Boglehead”:
- Buy a lump sum
- Continue to purchase monthly
- Take the profit and keep buying monthly
Sound familiar?? We’ve discussed this approach before (here’s a refresher)
It works – it’s worth repeating
It’s thanks to the wisdom of John Bogle – founder of Vanguard started in 1977. As of 2025 he’s amassed Assets Under Administration (AUA) of 13 trillion dollars. And thank you to Warren Buffet – net worth approx. 140 billion dollars as of 2025.
Bogle and Buffet simplify and diversify
Both of these investment gurus’ strategy would be to simplify and diversify with some of your portfolio by buying the index (Nasdaq, TSX, S&P 500).
Buffet’s advice to the average investor is purchase 90% S&P 500 index and 10% cash money market. This is part of The Bogle Investment Strategy nicknamed “The Bogleheads”.
Capture your profit now!!!
I took my own advice and now have used this investment philosophy for myself. March 2025 – March 2026 I invested $45,800. Today’s value in April 2026 is approx. $46,000:
I have taken out $6,200 in tax-free PROFIT – approx. 13.6% return!
I sleep at night! For 2026 I’m continuing the same process and I’ve added a few new wrinkles (haven’t we all). As you know, I am a firm believer in a Tax-Free Savings Account (TFSA). Only 15% of Canadians maximize their contribution which is currently at $109,000. TFSAs are a brilliant tool to maximize investment growth or use for:
- Income
- Gifts
- Credit card elimination
- Home improvements
- Or cash
It feels great to be a Boglehead – thanks to tax-free PROFIT over this past year, it has paid for our trip to Houston, car repairs and a new water heater!
I have another Tax-Free Savings Account and we are using that profit to travel to Holland at Christmas!!
Bonnie uses her TFSA for a different strategy – tax-free annual income!
Let’s set this up for you!
💡How we activate this strategy: buy an index fund or a group of them and also buy every month. Then capture the profits each time they pop up!
Tax-Free Savings Accounts (TFSAs) are the most popular tax-free investment vehicle for this strategy.
15 million Canadians hold a TFSA yet only 2 million have maximized their contribution. Where can we find the extra money to take advantage of this unique investment strategy as part of your portfolio?
Recent studies show that 80% of money managers over a 10 to 15 year period cannot beat the indexes!!!
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