Scott Burns' Lazy Portfolios (Assetbuilder.com):
Coach Potato Portfolio:
- 50% in Vanguard Total Stock Market Index Fund (VTSMX)
- 50% in Vanguard Inflation Protected Securities
Fund (VIPSX)
Margarita Portfolio:
- 33.3% in Vanguard Total Stock Market Index Fund
(VTSMX)
- 33.3% in Vanguard Inflation Protected Securities
Fund (VIPSX)
- 33.3% in Vanguard Total International Stock Index
Fund (VGTSX)
Four Square Portfolio:
- 25% in Vanguard Total Stock Market Index Fund (VTSMX)
- 25% in Vanguard Inflation Protected Securities
Fund (VIPSX)
- 25% in Vanguard Total International Stock Index
Fund (VGTSX)
- 25% in Vanguard REIT Index (VGSIX)
Five Fold Portfolio:
- 20% in Vanguard Total Stock Market Index Fund (VTSMX)
- 20% in Vanguard Inflation Protected Securities
Fund (VIPSX)
- 20% in Vanguard Total International Stock Index
Fund (VGTSX)
- 20% in Vanguard REIT Index (VGSIX)
- 20% in American Century International Bond Fund
(BEGBX)
Six Ways From Sunday Portfolio:
- 16.65% in Vanguard Total Stock Market Index Fund
(VTSMX)
- 16.65% in Vanguard Inflation Protected Securities
Fund (VIPSX)
- 16.65% in Vanguard Total International Stock
Index Fund (VGTSX)
- 16.65% in Vanguard REIT Index (VGSIX)
- 16.65% in American Century International Bond
Fund (BEGBX)
- 16.65% in Vanguard Energy (VGENX)
For more information: 1 and 2
Posted by Kirk at 1:33 PM in Lazy Portfolios |
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Ted Aronson's Lazy Portfolio
Lazy PortfolioI'm not sure I know exactly where the
term "lazy portfolio" originated, but if you do a
simple Google search using those two words, you're
likely to find information about Ted Aronson and
his lazy portfolio strategy which has soundly
beaten the S&P 500. Last year's return was +15.9%
and the portfolio has a 5-year annualized return of
+13.3%. Below you'll see how the portfolio is set up:
Ted Aronson (AJO Partners)
- 20% in Vanguard Emerging Markets Stock Index (VEIEX)
- 15% in Vanguard 500 Index (VFINX)
- 15% in Vanguard Pacific Stock Index (VPACX)
- 10% in Vanguard Extended Market Index (VEXMX)
- 10% in Vanguard Inflation-Protected Securities
(VIPSX)
- 5% in Vanguard European Stock Index (VEURX)
- 5% in Vanguard High-Yield Corporate (VWEHX)
- 5% in Vanguard Long-Term U.S. Treasury (VUSTX)
- 5% in Vanguard Small Cap Growth (VISGX)
- 5% in Vanguard Small Cap Value Index (VISVX)
- 5% in Vanguard Total Stock Market Index (VTSMX)