Any comments on this portfolio would be welcome. I backtested it to 1972 and CAGR was over 11%
30% VTI Total Stock Market
15% VXUS Total international
15% VGLT Long bond
10% VBR Small cap value
10% VNQ REIT
10% VTIP Short term tips
5% Gold
5% VWO Emerging markets
Modified Rick Ferri portfolio vs Permanent portfolio
Moderator: Global Moderator
-
- Executive Member
- Posts: 387
- Joined: Tue Jan 01, 2013 8:19 pm
Re: Modified Rick Ferri portfolio vs Permanent portfolio
I used to follow the mantra, supported by a number of Bogleheads, that "REITS are an allocation distinct from equities." Then came 2008.MangoMan wrote: Very stock heavy...
if you consider REIT as equity, you've got a 70% allocation to stocks.
- buddtholomew
- Executive Member
- Posts: 2464
- Joined: Fri May 21, 2010 4:16 pm
Re: Modified Rick Ferri portfolio vs Permanent portfolio
Well, it was a real estate crash after all...goodasgold wrote:I used to follow the mantra, supported by a number of Bogleheads, that "REITS are an allocation distinct from equities." Then came 2008.MangoMan wrote: Very stock heavy...
if you consider REIT as equity, you've got a 70% allocation to stocks.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.