William Bernstein's Coward Portfolio
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 |
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:
Total Return Over Time
No Taxes, No Rebalancing.
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