Bogleheads Four Fund Portfolio
Summary
The Bogleheads Four Fund Lazy Portfolio is a simple and low-cost investment strategy that consists of four index funds: Total Stock Market Index Fund, Total International Stock Market Index Fund, Total Bond Market Index Fund, and Total International Bond Market Index Fund. This portfolio is designed to provide broad diversification across domestic and international equities and bonds, while keeping expenses low and minimizing the need for active management. It is a popular choice among long-term investors who prioritize simplicity and market-wide exposure in their investment approach.
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Total Mkt Equities | VTI | 40.0 |
| International Ex-US Mkts Equities | VXUS | 20.0 |
| US Total Bond Mkt | BND | 28.0 |
| Total Bond Mkt Ex-US | BNDX | 12.0 |
Total Return by Period
No Taxes, No Rebalancing., Last Update: Apr 02, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.46% | -0.19% | -1.29% | 0.71% | 7.54% | 15.06% | 70.52% | 95.76% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 11.33% | 16.19% | -16.20% | 11.21% | 13.41% | 19.99% | -4.65% | 15.16% | 7.38% | -0.35% |
Total Return Over Time
No Taxes, No Rebalancing.
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