Glad to see a fellow fundamental indexer on HN! As a US based investor, I personally invest in the RAFI US broad market fundamental index (FNDB ETF) which does keep up with the Vanguard US total market over the past 10 years except the bubbly years of 2020/2021 & 2024/2025, even with a higher expense ratio.
In my case, after observing the Covid-19 craziness in market, I decided to dig further on value strategies and discovered this gem from Research Affiliates in Journal of Portfolio Management circa 2012, which completely convinced me on the concept of fundamental indexation as a superior alternative to market-cap weighted total market index.
2012 was a long time ago. I'm more inclined to Value myself, but has it held up?
I threw together a quick comparison with that tool (handy, thanks) of Vanguard Growth vs Vanguard Value and it's not too pretty. Sure, Value is less volatile, but...
I mean I guess we'll see what happens when the music stops again, but it resembles the same issue as being "right" about a market drop -- that you can be right, but the timing is such that it nevertheless would have been more lucrative to be invested the whole time anyway
Rational Reminder podcast for a highly technical deep-dive on all topics Investing & Personal Finance. They have interviewed multiple highly cited/influential Professors from leading universities.
The Missing Billionaires: A Guide To Better Financial Decisions, by Victor Haghani & James White.
This book covers wide ranging topics within investing, hedging, personal finance, lifecycle investing and asset pricing.
One of the key ideas is recognizing comprehensively that investing and spending are both simultaneous goals of lifecycle investing.
It is absolutely refreshing to see the basics of investing revisited in a theoretically sound & rigorous framework.
The authors run a wealth management firm,
Elm Wealth.
This wiki is one of the best resources in USA for simple, straightforward, no-nonsense personal finance strategy which has been battle-tested over multiple decades.
Also, there is a very insightful and concise personal finance course at Stanford:
Bogleheads.org forum is the gold standard for index investors.
TL;DR: Mostly the advice is to ignore the news, most of the information (including the news shown on CNBC) is already baked into the current prices (efficient markets). Stay the course!
