William Bernstein's Coward Portfolio
Asset Allocation
| Symbol | Weight % |
|---|---|
| VTI | 15.0 |
| VTV | 10.0 |
| VB | 5.0 |
| VBR | 10.0 |
| VGK | 5.0 |
| VPL | 5.0 |
| EEM | 5.0 |
| VNQ | 5.0 |
| SHY | 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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