Ultimate Buy and Hold - Portfolio 7 by Paul Merriman Details The Ultimate Buy and Hold – Portfolio 7 was developed by Paul Merriman and profiled on his website. Merriman is an author, financial educator, and founder of Merriman, LLC. He is a strong supporter of value stocks and Portfolio 7 is a...
Ultimate Buy and Hold – Portfolio 8 by Paul Merriman
Ultimate Buy and Hold - Portfolio 8 by Paul Merriman Details The Ultimate Buy and Hold - Portfolio 8 was developed by Paul Merriman and profiled on his website. Merriman is an author, financial educator, and founder of Merriman, LLC. He is a strong supporter of value stocks and Portfolio 8 is...
Big Rocks Highly Aggressive Portfolio by Larry Swedroe
Big Rocks Highly Aggressive Portfolio by Larry Swedroe Details The Big Rocks Highly Aggressive Portfolio was created by Larry Swedroe and profiled on Seeking Alpha. Swedroe is the director of research for Buckingham Asset Management and author of numerous books including Your Complete Guide to a Safe and Secure Retirement and The Only Guide to a...
Mid-Twenties Portfolio by Burton Malkiel
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...
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...
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...