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Modified Rick Ferri portfolio vs Permanent portfolio
Posted: Thu May 22, 2014 10:18 am
by fishdrzig
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
Re: Modified Rick Ferri portfolio vs Permanent portfolio
Posted: Thu May 22, 2014 12:39 pm
by goodasgold
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.
Re: Modified Rick Ferri portfolio vs Permanent portfolio
Posted: Thu May 22, 2014 6:57 pm
by buddtholomew
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...