What investment philosophy does this skill follow?

It follows the Boglehead philosophy, which prioritizes low-cost index funds, broad diversification, and long-term holding over active trading.

Does this skill provide market timing advice?

No, it specifically warns against market timing, citing data that shows missing just the 10 best days in the market can halve long-term returns.

How does it address investor psychology?

The skill includes a behavioral finance module that identifies common traps like loss aversion, herd mentality, and recency bias to keep investors on track.

Is this skill suitable for active traders?

This skill is primarily designed for passive, long-term investors seeking to capture market returns efficiently rather than day traders seeking short-term alpha.

How does the skill handle fund costs?

It uses mathematical simulations to show how management fees (expense ratios) as small as 1% can reduce total wealth by over 25% over a 30-year period.

Bogle Investment Principles

Name: Bogle Investment Principles
Author: orientpine

byorientpine

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Learning & Documentation

Implements John Bogle's investment philosophy and Vanguard’s four pillars to guide long-term, low-cost portfolio management and behavioral discipline.

This skill equips Claude with the foundational investment principles of John Bogle, the founder of Vanguard. It provides a structured framework for evaluating portfolios based on cost-efficiency, asset allocation, and long-term discipline while countering common behavioral biases like market timing and panic selling. By incorporating historical performance research and compounding cost simulations, the skill ensures that AI-generated financial guidance remains grounded in empirical data and proven passive investing strategies, helping users focus on market returns rather than speculative outperformance.

Key Features

01Provides empirical data comparing active management vs. index fund performance

02Identifies and warns against behavioral biases like loss aversion and overconfidence

03Applies Vanguard's four pillars: Goals, Balance, Cost, and Discipline

04Simulates the long-term compounding impact of expense ratios on capital

05Enforces a 'Time in the Market' strategy over risky market timing attempts

069 GitHub stars

Use Cases

01Designing a diversified retirement portfolio using low-cost index funds

02Generating behavioral reminders and rational guidance during market volatility

03Analyzing existing investment funds to identify hidden costs and performance drags

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add orientpine/honeypot bogle-principles

For use in Claude.ai and ChatGPT

Download Skill