I found the average holdings of the following famous portfolios:
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Bernstein's No Brainer Portfolio
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Coffeehouse
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Boglehead
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Swensen
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Ultimate Buy & Hold
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Permanent Portfolio
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Swedroe Minimize Fat Tails
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Ivy Portfolio
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Rick Ferri Core Four
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Couch Potato Portfolio
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7Twelve
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All Seasons
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Desert Portfolio
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Coward's Portfolio
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Vanguard LifeStrategy
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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