William Bernstein's Coward Portfolio
Summary
The Coward Lazy Portfolio, designed by William Bernstein, is a simple investment strategy that emphasizes low maintenance and low risk. It consists of allocating 25% to US stocks, 25% to foreign stocks, 25% to US bonds, and 25% to foreign bonds. This approach aims to achieve a well-diversified portfolio while minimizing the need for active management. It is suitable for investors who are risk-averse and prefer a set-it-and-forget-it approach to investing.
More Information:
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 |
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 |
|---|---|---|---|---|---|---|---|
| 0.56% | -0.15% | -0.83% | 1.18% | 6.85% | 13.89% | 71.37% | 78.80% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 9.37% | 12.14% | -11.07% | 12.42% | 8.75% | 17.21% | -4.95% | 12.17% | 8.76% | -0.99% |
Total Return Over Time
No Taxes, No Rebalancing.
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