Portfolio Crunch

Lazy Portfolio: Bogleheads Three Fund


Summary

The Bogleheads Three Fund Lazy Portfolio is a simple and low-cost investment strategy. It consists of just three index funds: a total stock market index fund, a total international stock market index fund, and a total bond market index fund. The portfolio is designed to provide broad diversification across domestic and international equities, as well as fixed income. This approach aims to achieve long-term growth and minimize the impact of market fluctuations on the portfolio.

Asset Allocation

Asset ClassSymbolWeight %
US Total Mkt EquitiesVTI40.0
International Ex-US Mkts EquitiesVXUS20.0
US Total Bond MktBND40.0

Performance: Overall % Return

Rebalance Yearly.

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