Portfolio Crunch

Lazy Portfolio: Bogleheads Four Fund


Summary

The Bogleheads Four Fund Lazy Portfolio is a simple and low-cost investment strategy that consists of allocating funds to four broad index funds: Total Stock Market, Total International Stock Market, Total Bond Market, and Total International Bond Market. This strategy is built on the principles of diversification, low expenses, and long-term investing, as advocated by the Bogleheads community. It is a hands-off approach that aims to achieve market returns with minimal effort and oversight.

Asset Allocation

Asset ClassSymbolWeight %
US Total Mkt EquitiesVTI40.0
International Ex-US Mkts EquitiesVXUS20.0
US Total Bond MktBND28.0
Total Bond Mkt Ex-USBNDX12.0

Performance: Overall % Return

Rebalance Yearly.

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