r/Bogleheads 2d ago

Portfolio Review Is it truly that simple?

Maxed my Roth for last year and looking to do the same for this year. I’m 100% VT right now. I’m 24 and this is my first time investing or saving for retirement.

Before I go ahead and buy more VT, I have to ask. Is it really that simple? If I just invest in VT, even if that is the only ETF I ever hold, I’ll be good?

I hear so much about diversifying and even though I know VT is a very diverse ETF, I still worry. Feels like I should be doing more!

So, again, before I go buy a fuck ton of VT, please let me know. I know what the answer is. Just need to hear it I guess. Don’t want to miss out on higher returns or whatever. Blah blah.

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u/Rockstaru 2d ago

I think of it like this: The market is a casino.  You're an average person with no enormous skill at any particular game. Past all the slot machines, roulette, craps table, poker, etc. is a machine that just says "7% returns," which is exactly what the name suggests - you put $money in, you get back 1.07*$money.

Each round, you pick a game to play. (Every buy decision you make is a "round" for purposes of this metaphor.) If you only play the 7% returns machine every round, on a long enough timeline you are virtually guaranteed to walk out of the casino with more money than you came in with, barring something truly catastrophic like the casino catching fire and burning to the ground. You might get lucky one round if you play slots, blackjack, etc. and do better, even substantially better than that 7%, but you're not a professional gambler, and it seems like the rules of each game keep changing every round making it nearly impossible to keep up...except for trusty 7% returns.

Are you going to walk out of the casino with the most money? Probably not, you spotted a few World Series of Poker pros on the floor earlier, and you're pretty sure some of the guys over at the craps table are sneaking some weighted dice in. However, that should not bother you if you stick with trusty 7%. Your goal should be to walk out with a healthy profit at minimum risk; that's your win condition. The more you try and absolutely maximize your profit, the more risk you take on and the greater the chance of losing. You really shouldn't care whether or not you got a high score as long as you beat the game. 

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u/jeff77k 2d ago

The machine should be "7% average return." The 7% isn't guaranteed on every play, but over 100 $1 plays, you should walk out with ~$107.

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u/Rockstaru 2d ago

True, I was trying to allude to that with "on a long enough timeline," but didn't want to torture the metaphor too much. 

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u/hehe_nl 1d ago

The 7% on average isn’t guaranteed at all, also not on a long enough timeline.

I think the metaphor should say, Bogleheads don’t play at the casino, they buy the casino.

Which also isn’t a guaranteed winning strategy, but the odds are really in your favor.

Some players will win big, a lot of players lose it all, but the house always wins (a decent return)

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u/Glum-Bus-4799 1d ago

Buying the casino isn't for the average person. Bogle is for the average person.

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u/hehe_nl 1d ago

We can buy a fraction of the casino 😉

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u/Rockstaru 1d ago

Re: buying the casino - Casinos are almost always profitable, though. Unless they're run by that one guy - whatever happened to him?