Lazy Portfolio by David Swensen Details The Lazy Portfolio comes from David Swensen, the former CIO of Yale University. He was responsible for managing the investments of Yale's multi-billion dollar endowment. The portfolio invests 50% in equities, 30% in bonds, and 20% in real estate. Asset Allocation & Recommended ETFs Weight Ticker...
7Twelve Portfolio
7Twelve Portfolio Details The 7Twelve Portfolio was developed by Craig Israelson and profiled in his book 7Twelve: A Diversified Invest Porfolio with a Plan. The name comes from the portfolio investing in 12 different funds from 7 different asset categories: domestic equities, international equities, domestic bonds, international bonds, cash, real estate,...
Balanced – Tax Aware Portfolio by Schwab
Balanced - Tax Aware Portfolio by Schwab Details The Balanced – Tax Aware Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. It is intended for those looking for a balanced, global portfolio, but held in a taxable account. The portfolio holds 37% in equities, 38% in bonds,...
Balanced Portfolio by Schwab
Balanced Portfolio by Schwab Details The Balanced Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios. As the name suggest, it is intended for those looking to invest in a portfolio equally balanced between equities, bonds, and cash and alternatives. The portfolio holds 37% in...
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...