Rick Ferri Core Four Portfolio
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 |
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.
Total Return Over Time
No Taxes, No Rebalancing.
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