I found the average holdings of the following famous portfolios:
-
Bernstein's No Brainer Portfolio
-
Coffeehouse
-
Boglehead
-
Swensen
-
Ultimate Buy & Hold
-
Permanent Portfolio
-
Swedroe Minimize Fat Tails
-
Ivy Portfolio
-
Rick Ferri Core Four
-
Couch Potato Portfolio
-
7Twelve
-
All Seasons
-
Desert Portfolio
-
Coward's Portfolio
-
Vanguard LifeStrategy
-
Sharpe World Market Cap Portfolio
| HOLDINGS | Averages | Rounded | Total Markets |
|---|---|---|---|
| Total US | 20 | 20 | 37 |
| Large cap US | 4 | 5 | _ |
| Large cap value | 2 | _ | _ |
| Small cap US | 4 | 5 | _ |
| Small cap value | 3 | 5 | _ |
| REIT | 5 | 5 | _ |
| Total International | 10 | 10 | 15 |
| Developed | 2 | _ | _ |
| Emerging | 2 | _ | _ |
| International small cap | 1 | _ | _ |
| Total/Intermediate bond | 18 | 20 | 40 |
| TIPS | 7 | 5 | _ |
| ST Bond | 5 | 5 | _ |
| LT Bond | 5 | 5 | _ |
| Global Bonds | 4 | 5 | _ |
| Alernatives/Commodities | 3 | 5 | 8 |
| Cash | 2 | _ | _ |
| Gold | 3 | 5 | _ |
In the end, the averages lead to a end result of 37/15/40/8 for US/Intl/Bond/Alt holdings. This is very similar to the 60/40 most portfolios recommend for best risk/return.
If you can't make up your mind about which investor's sage advice to follow, this could be a way to follow everyone's advice all at once!
Submitted May 29, 2017 at 07:20PM by 1noahone http://ift.tt/2sffBOR