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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

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