Ivy Portfolio - Timing Details The Ivy Portfolio - Timing is a tactical version of the standard Ivy Portfolio. Both were created by Meb Faber and profiled in his book The Ivy Portfolio. Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. The Ivy Portfolio is designed to...
The Larry Portfolio by Larry Swedroe
The Larry Portfolio by Larry Swedroe Details The Larry Portfolio was created by Larry Swedroe and profiled in a book with Kevin Grogan titled Reducing the Risk of Black Swans. Swedroe is the director of research for Buckingham Asset Management and author of numerous books including Your Complete Guide to a...
Desert Portfolio
Desert Portfolio Details The Desert Portfolio was created by a member of the Gyroscopic Investing forum. It's a portfolio that isn't all that different from the Permanent Portfolio, but instead of four funds with short and long term treasuries, the Desert Portfolio goes with a larger allocation to intermediate-term treasuries. The portfolio...
Golden Butterfly Portfolio
Golden Butterfly Portfolio Details The Golden Butterfly Portfolio was developed by PortfolioCharts and profiled on their website. It looks to match the high performance of the Total Stock Market but with the low volatility of the Permanent Portfolio. The portfolio invest 40% in equities, 40% in bonds, and 20% in gold....
Income with Growth – Tax Aware Portfolio by Schwab
Income with Growth - Tax Aware by Schwab Details The Income with Growth – Tax Aware Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. It is intended for those looking for a slightly more aggressive portfolio that generates income, but held in a taxable...
Income with Growth Portfolio by Schwab
Income with Growth Portfolio by Schwab Details The Income with Growth Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. The portfolio holds 19% in equities, 55% in bonds, 20% in cash, and 6% in REITs and commodities. Asset Allocation & Recommended ETFs Weight Ticker...
Conservative Income-Tax Aware Portfolio by Schwab
Conservative Income-Tax Aware Portfolio by Schwab Details The Conservative Income - Tax Aware Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. It is intended for those looking for a conservative portfolio that generates income, but held in a taxable account. The portfolio holds 70%...
Conservative Income Portfolio by Schwab
Conservative Income Portfolio by Schwab Details The Conservative Income Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. The portfolio holds 70% in bonds, 25% in cash, and 5% in REITs. Asset Allocation & Recommended ETFs Weight Ticker ETF Name Sector 40% AGG iShares Core...