Overview of the Scott Burns Margaritaville Portfolio Background and Philosophy The Margaritaville Portfolio was created in 2004 by Scott Burns, a well-known financial columnist for the Dallas Morning News. Burns is a proponent of simple, low-cost, and diversified...
Larry Swedroe Minimize Fat Tails Portfolio Overview 1. Background and Philosophy The Larry Swedroe Minimize Fat Tails Portfolio is designed by Larry Swedroe, a renowned financial author, researcher, and principal at Buckingham Strategic Wealth. Swedroe is a proponent...
1. Background and Philosophy The Aronson Family Taxable Portfolio was created by Ted Aronson, a renowned asset manager and founding partner of AJO Partners, a Philadelphia-based investment firm. Aronson is a pioneer in quantitative investing and has been recognized...
Moderate Portfolio Overview The Moderate Portfolio is a well-balanced investment strategy designed for investors seeking a mix of stability, income, and moderate growth potential. This portfolio is part of the broader “lazy portfolio” philosophy, which...
Larry Swedroe Simple Portfolio Overview Background and Philosophy The Larry Swedroe Simple Portfolio is designed by Larry Swedroe, a well-known financial author, researcher, and principal at Buckingham Strategic Wealth. Swedroe is a proponent of evidence-based...
Income Portfolio Overview The Income Portfolio is a conservative investment strategy designed to generate steady income while preserving capital. While the exact author of this portfolio is not explicitly named, it aligns with the principles of lazy portfolios—simple,...
Stocks/Bonds 20/80 Portfolio Overview 1. Background and Philosophy The Stocks/Bonds 20/80 Portfolio is a conservative investment strategy that emphasizes capital preservation while still providing modest growth potential. This portfolio follows the principles of lazy...
Conservative Portfolio Overview Background and Philosophy The Conservative Portfolio is a lazy portfolio designed for risk-averse investors who prioritize capital preservation and steady income over aggressive growth. Lazy portfolios are typically low-maintenance,...
Gyroscopic Investing Desert Portfolio Overview 1. Background and Philosophy The Gyroscopic Investing Desert Portfolio is a simple, low-maintenance “lazy portfolio” proposed by members of the Gyroscopic Investing forum, a community focused on passive...
Growth Portfolio Overview 1. Background and Philosophy The Growth Portfolio is a classic example of a lazy portfolio, a passive investment strategy designed to provide long-term growth with minimal maintenance. Lazy portfolios are popularized by financial experts like...
Scott Burns’ Couch Potato Portfolio Overview Background and Philosophy The Couch Potato Portfolio was introduced in 1991 by Scott Burns, a well-known finance columnist and co-founder of AssetBuilder.com. Burns is a proponent of simple, low-cost, and passive...
Cloud Computing Stocks Portfolio Overview 1. Background and Philosophy The Cloud Computing Stocks Portfolio is a thematic investment strategy focused on the high-growth technology sector, specifically cloud computing and related services. While the original author of...
Stocks/Bonds 40/60 Portfolio Overview Background and Philosophy The 40/60 Portfolio is a classic balanced portfolio designed to provide a moderate level of growth while prioritizing capital preservation through a heavier allocation to fixed income. This allocation is...
Stocks/Bonds 40/60 Leveraged Portfolio Overview Background and Philosophy The Stocks/Bonds 40/60 Leveraged Portfolio is a leveraged variant of the traditional 40/60 portfolio, which is a balanced approach blending 40% stocks and 60% bonds to provide moderate growth...
Harry Browne Permanent Portfolio Overview 1. Background and Philosophy The Harry Browne Permanent Portfolio was developed by economist and investment analyst Harry Browne in the 1980s. Browne was a proponent of libertarian principles and advocated for a simple,...
1. Background and Philosophy The Bill Bernstein No Brainer Portfolio is a simple yet effective investment strategy proposed by Dr. William J. Bernstein, a renowned neurologist-turned-financial theorist and author of several influential investment books,...
Total Stock Market Portfolio Overview The Total Stock Market Portfolio is a classic example of a lazy portfolio designed for long-term growth by capturing the overall stock market’s investment return. This portfolio is inspired by the principles of passive...
Golden Butterfly Portfolio Overview Background and Philosophy The Golden Butterfly Portfolio is a variation of the Permanent Portfolio, originally conceptualized by Harry Browne in the 1980s. The Permanent Portfolio was designed to perform well in any economic...
1. Background and Philosophy The Simple Path to Wealth Portfolio is a lazy portfolio strategy introduced by JL Collins in his book The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life. Collins, a financial...
Bogleheads Four-Fund Portfolio Overview 1. Background and Philosophy The Bogleheads Four-fund Portfolio is an extension of the widely recognized Bogleheads Three-fund Portfolio, which is rooted in the investment philosophy of John C. Bogle, the...
