Nasdaq-100 Portfolio Overview The Nasdaq-100 Portfolio is a simple yet powerful investment strategy that focuses on capturing the performance of the largest non-financial companies listed on the Nasdaq Stock Market. This portfolio is designed for investors who seek...
Stocks/Bonds 80/20 Portfolio Overview Background and Philosophy The Stocks/Bonds 80/20 Portfolio is a classic example of a lazy portfolio, designed for simplicity and long-term growth with a moderate level of risk. While the exact origin of this allocation is unclear,...
Background and Philosophy The Bogleheads Three Fund Portfolio is inspired by the investment philosophy of John C. “Jack” Bogle, the founder of Vanguard and a pioneer of low-cost index investing. Bogle advocated for simplicity, diversification, and minimizing costs to...
Stocks/Bonds 60/40 Portfolio Overview Background and Philosophy The 60/40 Portfolio is a classic balanced investment strategy that has been widely used by investors for decades. While there is no single “author” of this approach, it has been popularized by...
Overview of the S&P 500 Portfolio The S&P 500 Portfolio is a classic and widely recognized investment strategy that focuses on the 500 largest publicly traded companies in the United States. This portfolio is often used as a benchmark for the overall U.S....
Ray Dalio All Weather Portfolio Overview 1. Background and Philosophy The Ray Dalio All Weather Portfolio is a lazy portfolio designed by Ray Dalio, the founder of Bridgewater Associates, one of the world’s largest hedge funds. Dalio’s investment...
Overview of the Technology Lazy Portfolio 1. Background Information and Philosophy The “Technology” lazy portfolio is a highly focused investment strategy that allocates 100% of its assets to the Invesco QQQ Trust (QQQ), an ETF that tracks the Nasdaq-100...
Overview of the US Cash Lazy Portfolio 1. Background Information and Philosophy The “US Cash” lazy portfolio is a highly conservative investment strategy designed for investors seeking minimal risk and maximum liquidity. This portfolio is not tied to a...
Overview of the Short Term Treasury Lazy Portfolio 1. Background Information and Philosophy The Short Term Treasury lazy portfolio is a conservative investment strategy designed for investors seeking stability and low risk. This portfolio is not tied to a specific...
Robo Advisor 0 Portfolio Overview 1. Background and Philosophy The “Robo Advisor 0” portfolio is a simple, low-cost, and conservative investment strategy designed for investors seeking stability and income with minimal risk. While the specific author of...
Overview of the Bill Bernstein Sheltered Sam 0/100 Portfolio 1. Background and Philosophy The Bill Bernstein Sheltered Sam 0/100 portfolio is designed by Dr. William Bernstein, a renowned neurologist-turned-financial theorist and author of several investment books,...
Overview of the Robo Advisor 10 Value Tilt Portfolio 1. Background and Philosophy The Robo Advisor 10 Value Tilt portfolio is a model portfolio designed by a robo-advisor or financial platform, likely aimed at providing a balanced, low-cost, and diversified investment...
Overview of the “Total Bond US” Lazy Portfolio 1. Background and Philosophy The “Total Bond US” portfolio is a simple, low-cost, and conservative investment strategy designed for investors seeking steady income and capital preservation. This...
Overview of the Conservative Income Portfolio The Conservative Income portfolio is designed for investors seeking a low-risk, income-focused investment strategy. This portfolio emphasizes capital preservation and steady income generation, making it suitable for...
William Bernstein Sheltered 10/90 Allocation: Overview 1. Background and Philosophy The William Bernstein Sheltered 10/90 Allocation is designed by Dr. William Bernstein, a renowned neurologist-turned-financial theorist and author of books like The Intelligent Asset...
Overview of the 10-Year Treasury Lazy Portfolio 1. Background and Philosophy The 10-Year Treasury lazy portfolio is a simple, conservative investment strategy that focuses exclusively on U.S. Treasury bonds with a 10-year maturity. This portfolio is designed for...
Overview of the “Total Bond Developed World ex-US” Lazy Portfolio 1. Background and Philosophy The “Total Bond Developed World ex-US” portfolio is a simple, low-cost, and globally diversified bond portfolio designed for investors seeking...
Overview of the US Inflation Protection Portfolio The US Inflation Protection Portfolio is a simple yet effective investment strategy designed to protect against inflation. This portfolio is entirely invested in the iShares TIPS Bond ETF (TIP), which tracks the...
Overview of Robo Advisor 20 Value Tilt Portfolio 1. Background and Philosophy The Robo Advisor 20 Value Tilt portfolio is a model portfolio designed to provide a balanced approach to investing, with a slight tilt towards value stocks. While the specific author of this...
Overview of the William Bernstein Sheltered Sam 20/80 Allocation 1. Background and Philosophy The William Bernstein Sheltered Sam 20/80 Allocation is a lazy portfolio designed by Dr. William Bernstein, a renowned neurologist-turned-financial theorist and author of...
