Portfolio Crunch
Lazy Portfolio: William Bernstein's Coward
Summary
William Bernstein's Coward Lazy Portfolio is a simple and low-maintenance investment strategy. It involves investing in a mix of three low-cost index funds - a total US stock market fund, a total international stock market fund, and a total US bond market fund. The portfolio is designed to be easy to manage and requires minimal effort for rebalancing. This approach is suitable for risk-averse investors looking for a hands-off investment strategy with a long-term focus.
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Total Mkt Equities | VTI | 15.0 |
| US Large Cap Value Equities | VTV | 10.0 |
| US Small Cap Blend Equities | VB | 5.0 |
| US Small Cap Value Equities | VBR | 10.0 |
| Europe Developed Markets Equities | VGK | 5.0 |
| Pacific Developed Markets Equities | VPL | 5.0 |
| Emerging Mkts Equities | EEM | 5.0 |
| US Real Estate Equities | VNQ | 5.0 |
| US Short-Term Bonds | BSV | 40.0 |
Performance: Overall % Return
Rebalance Yearly.
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