Ben Felix Portfolio
This is a U.S. version of Ben Felix’s five-factor model portfolio (designed for Canadians). This portfolio is not endorsed by Ben Felix or PWL Capital. This is an all-equity portfolio which may be too volatile for some investors. The Canadian portfolio had 30% weight in the Canadian market. We've distributed that over the remaining funds, primarily into XEF and VTI.
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 |
IEFA
iShares Core MSCI EAFE |
30 |
AVUV
Avantis U.S. Small Cap Value ETF |
12 |
EEM
iShares MSCI Emerging Markets ETF |
10 |
AVDV
Avantis International Small Cap Value ETF |
8 |
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Historical Summary
Mean annual return: 9.6
Min annual return: -15.9
Max annual return: 20.8
Table of Annual Returns
| Year | Return [%] |
|---|
| 2023 | 20.8 |
| 2022 | -15.9 |
| 2021 | 19.7 |
| 2020 | 13.8 |
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Historical growth
Misc. information
UpMyInterest selected this as one of the most promising long-term portfolios in January 2022.
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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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