John Bogle
The Father of Index Investing
1975 - 2019
Minimise costs, diversify broadly, and hold for the long term. The stock market is a giant distraction from the business of investing. Don't look for the needle in the haystack - just buy the haystack. Time is your friend, impulse is your enemy.
Investment Approach
- 1Broad diversification - prefers total market exposure
- 2Relentless focus on minimising fees and transaction costs
- 3Favours strong balance sheets and sustainable dividends
- 4Long-term buy-and-hold - ignores short-term market noise
7-Factor Weightings
Weights reflect John's documented investment philosophy applied to Strategyland's 7-factor scoring model.
Top 10 UK Equities - John Bogle Strategy
Ranked by weighted 7-factor score using John Bogle's factor profile. Illustrative data only.
| # | Ticker | Company | Sector | Mkt Cap | Liq | Val | Prof | Solv | Eff | Mkt | Tech | Score |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BP. | BP | Energy | £72.6bn | 82.0 | 94.0 | 74.0 | 88.0 | 62.0 | 68.0 | 72.0 | 91.3 |
| 2 | BARC | Barclays | Banking | £34.8bn | 86.0 | 92.0 | 72.0 | 86.0 | 55.0 | 65.0 | 70.0 | 89.6 |
| 3 | LLOY | Lloyds Banking Group | Banking | £32.1bn | 84.0 | 90.0 | 70.0 | 84.0 | 52.0 | 63.0 | 68.0 | 88.0 |
| 4 | SHEL | Shell | Energy | £163.2bn | 85.0 | 88.0 | 78.0 | 85.0 | 65.0 | 72.0 | 66.0 | 86.8 |
| 5 | PSN | Persimmon | Construction | £4.6bn | 90.0 | 86.0 | 65.0 | 90.0 | 50.0 | 52.0 | 64.0 | 85.2 |
| 6 | TSCO | Tesco | Retail | £22.7bn | 78.0 | 88.0 | 68.0 | 82.0 | 54.0 | 60.0 | 62.0 | 83.9 |
| 7 | SN. | Smith & Nephew | Medical Devices | £10.8bn | 75.0 | 85.0 | 72.0 | 80.0 | 70.0 | 56.0 | 66.0 | 82.5 |
| 8 | RIO | Rio Tinto | Mining | £82.4bn | 80.0 | 84.0 | 76.0 | 83.0 | 58.0 | 66.0 | 63.0 | 81.2 |
| 9 | HSBA | HSBC Holdings | Banking | £126.4bn | 88.0 | 82.0 | 74.0 | 80.0 | 60.0 | 70.0 | 65.0 | 80.0 |
| 10 | SGRO | Segro | Real Estate | £12.3bn | 72.0 | 82.0 | 68.0 | 78.0 | 56.0 | 54.0 | 60.0 | 78.8 |
BP
Barclays
Lloyds Banking Group
Shell
Persimmon
Tesco
Smith & Nephew
Rio Tinto
HSBC Holdings
Segro
Disclaimer
This page applies John Bogle's documented investment philosophy to UK-listed equities. Rankings and scores are illustrative and do not constitute investment advice. Past performance is not indicative of future results. Always conduct your own research before making investment decisions.