Modified Rick Ferri portfolio vs Permanent portfolio

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fishdrzig
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Modified Rick Ferri portfolio vs Permanent portfolio

Post by fishdrzig » Thu May 22, 2014 10:18 am

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
goodasgold
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Re: Modified Rick Ferri portfolio vs Permanent portfolio

Post by goodasgold » Thu May 22, 2014 12:39 pm

MangoMan wrote: Very stock heavy...
if you consider REIT as equity, you've got a 70% allocation to stocks.
I used to follow the mantra, supported by a number of Bogleheads,  that "REITS are an allocation distinct from equities." Then came 2008.  >:(
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buddtholomew
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Re: Modified Rick Ferri portfolio vs Permanent portfolio

Post by buddtholomew » Thu May 22, 2014 6:57 pm

goodasgold wrote:
MangoMan wrote: Very stock heavy...
if you consider REIT as equity, you've got a 70% allocation to stocks.
I used to follow the mantra, supported by a number of Bogleheads,  that "REITS are an allocation distinct from equities." Then came 2008.  >:(
Well, it was a real estate crash after all...
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
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