Rick Ferri Core Four Portfolio
Summary
The Rick Ferri Core Four Lazy Portfolio is an investment strategy that focuses on simplicity and low-cost index funds. It consists of four primary asset classes: US Stocks, International Stocks, US Bonds, and Real Estate Investment Trusts (REITs). This diversified portfolio provides exposure to different market segments while minimizing expenses and maintaining a long-term investment approach. With a focus on low maintenance and steady growth, the Core Four Lazy Portfolio is suitable for investors seeking a straightforward and effective investment plan.
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Total Mkt Equities | VTI | 30.0 |
| International Ex-US Mkts Equities | VXUS | 24.0 |
| US Total Bond Mkt | BND | 40.0 |
| US Real Estate Equities | VNQ | 6.0 |
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 |
|---|---|---|---|---|---|---|---|
| 0.43% | -0.04% | -1.22% | 1.92% | 7.86% | 12.24% | 63.42% | 81.71% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 9.19% | 14.54% | -16.51% | 11.47% | 11.85% | 19.62% | -5.40% | 14.57% | 6.56% | -0.48% |
Total Return Over Time
No Taxes, No Rebalancing.
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