Core 4 80/20 Portfolio
An 80% stock / 20% bond version of the core 4 portfolios proposed by Rick Ferri. The 80/20 mix is a very aggressive / high risk portfolio only aimed at investors able to weather big losses.
Other information about this portfolio.
This portfolio may not reflect the current view of the author.
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| Asset | Holding [%] |
|---|
VTI
Vanguard Tot Stock Market ETF |
40 |
VXUS
Vanguard Total International Stock ETF |
32 |
BND
Vanguard Total Bond Market ETF |
20 |
VNQ
Vanguard Real Estate ETF |
8 |
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Historical Summary
Mean annual return: 9.4
Min annual return: -17.7
Max annual return: 23.4
Table of Annual Returns
| Year | Return [%] |
|---|
| 2024 | 11.8 |
| 2023 | 17.6 |
| 2022 | -17.7 |
| 2021 | 16.0 |
| 2020 | 13.0 |
| 2019 | 23.4 |
| 2018 | -7.2 |
| 2017 | 18.4 |
| 2016 | 7.8 |
| 2015 | -0.9 |
| 2014 | 7.1 |
| 2013 | 17.9 |
| 2012 | 14.7 |
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Historical growth
Misc. information
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Notes
- Returns assume dividend reinvestment.
- Returns assume continuous rebalancing.
- Vanguard index funds like VTI, VWO, etc. were used where a portfolio calls for US equities, emerging market equities, etc. There are other providers of analogous index funds.
Do your own research before selecting an index fund for your portfolio. We do not endorse Vanguard or receive any compensation from them.
Click here for other historical returns.
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