The following table lists 2019 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as 60/40 stock/bond portfolios. Other portfolios (Armstrong Ideal and Swensen) are designed as 70/30 stock/bond portfolios. The two-fund, three-fund, and…
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Lazy Portfolios in 2018
The following table lists 2018 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as 60/40 stock/bond portfolios. Other portfolios (Armstrong Ideal and Swensen) are designed as 70/30 stock/bond portfolios. The two-fund, three-fund, and…
Lazy Portfolios in 2017
The following table lists 2017 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as 60/40 stock/bond portfolios. Other portfolios (Armstrong Ideal and Swensen) are designed as 70/30 stock/bond portfolios. The two-fund,…
Lazy Portfolios in 2016
The following table lists 2016 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as 60/40 stock/bond portfolios. Other portfolios (Armstrong Ideal and Swensen) are designed as 70/30 stock/bond portfolios. The two-fund,…
Lazy Portfolios in 2015
The following table lists 2015 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as 60/40 stock/bond portfolios. Other portfolios (Ideal and Swensen) are designed as 70/30 stock/bond portfolios. The two-fund, three-fund,…
Core Four Portfolios 2015 update
Core four portfolios are simple indexed portfolios that allocate assets across four asset class mutual or exchange-traded funds. The 2015 performance of the core four portfolio based on Vanguard’s life strategy and target date portfolio allocations, and of Rick Ferri’s…
Core Four Portfolios
Core four portfolios are simple indexed portfolios that allocate assets across four asset class mutual or exchange-traded funds. Vanguard core four portfolios Starting February 6, 2013, Vanguard began offering investors four fund portfolios, invested in four “total market” index funds through…
- Episode 058: Mike Piper on ”More than Enough,” host Jon Luskin
- Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri
- Episode 056: Dr. Daniel Crosby on the behavioral investor, host Rick Ferri
- Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri
- Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri
- Episode 053: JL Collins on the simple path to wealth, host Rick Ferri
- Episode 052: Ryan Barrett and Mike Piper on estate planning, host Rick Ferri
- Episode 051: Christine Franquin and Michael Perre on international stock index funds, host Rick Ferri
- Episode 050: Craig Lazzara on active versus passive funds, host Rick Ferri
- Episode 049: Antti Ilmanen on investing amid low expected returns, host Rick Ferri
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