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. Click here for more information.
This portfolio may not reflect the current view of the author.
Vanguard Tot Stock Market ETF
Vanguard Total Intl Stock ETF
Vanguard Total Bond Market ETF
Vanguard Real Estate ETF
Mean annual return: 11.6%
Min annual return: -7.8%
Max annual return: 23.6%
Table of Annual Returns
- 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.