Mid-Twenties Portfolio by Burton Malkiel Details The Mid-Twenties Portfolio was developed by Burton Malkiel. Burton Malkiel is the Chemical Bank Chairman’s Professor of Economics at Princeton University, an author, and former member of the Council of Economic Advisors. The Mid-Twenties Portfolio was profiled in his best selling book A Random Walk...
Late Thirties to Early Forties Portfolio by Burton Malkiel
Late Thirties to Early Forties Portfolio by Burton Malkiel Details The Late Thirties to Early Forties Portfolio was developed by Burton Malkiel. Burton Malkiel is the Chemical Bank Chairman’s Professor of Economics at Princeton University, an author, and former member of the Council of Economic Advisors. The Late Thirties to Early...
Mid-Fifties Portfolio by Burton Malkiel
Mid-Fifties Portfolio by Burton Malkiel Details The Mid-Fifties Portfolio was developed by Burton Malkiel. Burton Malkiel is the Chemical Bank Chairman’s Professor of Economics at Princeton University, an author, and former member of the Council of Economic Advisors. The Mid-Fifties Portfolio was profiled in his best selling book A Random Walk...
Late Sixties and Beyond by Burton Malkiel
Late Sixties and Beyond by Burton Malkiel Details The Late Sixties and Beyond Portfolio was developed by Burton Malkiel. Burton Malkiel is the Chemical Bank Chairman's Professor of Economics at Princeton University, an author, and former member of the Council of Economic Advisors. The Late Sixties and Beyond Portfolio was profiled...
Bogleheads Three Fund Portfolio
Bogleheads Three Fund Portfolio Details The Bogleheads Three Fund Portfolio was developed by the folks at Bogleheads.org. A groups of individuals that follow the advice of Vanguard’s founder, Jack Bogle. The portfolio is intended to be as simple as possible and allow for greater control than a Target Date Fund. This version allocates...
Bogleheads Four Fund Portfolio
Bogleheads Four Fund Portfolio Details The Bogleheads Four Fund Portfolio was developed by the folks at Bogleheads.org. A groups of individuals that follow the advice of Vanguard's founder, Jack Bogle. The portfolio is based off Vanguard's four fund offerings and can have slightly different weightings, but the assets themselves are always...
Sandwich Portfolio
Sandwich Portfolio Details The Sandwich Portfolio was developed by Bob Clyatt. Bob is an economics major and worked for 20 years in information services before retiring early at age 42. The portfolio was profiled in his book Work Less, Live More: The Way to Semi-Retirement. The portfolio invests 50% in equities,...
No Brainer Portfolio by Bill Bernstein
No Brainer Portfolio by Bill Bernstein Details The No Brainer Portfolio is another one from Bill Bernstein and profiled in his excellent book: The Intelligent Asset Allocator. The portfolio holds 75% in equities and 25% in bonds. Asset Allocation & Recommended ETFs Weight Ticker ETF Name Sector 25% IWM iShares Russell...