Portfolio Crunch

Lazy Portfolio: Rick Ferri Core Four

Summary

The Rick Ferri Core Four Lazy Portfolio is a simple, diversified investment strategy that consists of four low-cost index funds: US Total Stock Market, US Total Bond Market, International Total Stock Market, and Real Estate Investment Trust (REIT) Index. This portfolio aims to provide broad exposure to the global stock and bond markets while keeping costs low and minimizing the need for active management. Its straightforward approach makes it suitable for long-term investors who are looking for a hands-off, low-maintenance investment strategy.

Asset Allocation