Edge Select Conservative Portfolio Overview 1. Background and Philosophy The Edge Select Conservative portfolio is a lazy portfolio designed for investors seeking a balanced approach between growth and capital preservation. Lazy portfolios are typically...
Overview of the All Country World Bonds Portfolio 1. Background and Philosophy The All Country World Bonds portfolio is a globally diversified fixed-income portfolio designed to provide exposure to bonds from both developed and emerging markets. While the specific...
Developed World ex-US 20/80 Portfolio Overview 1. Background and Philosophy The “Developed World ex-US 20/80” portfolio is a lazy portfolio designed for investors seeking a conservative allocation with a focus on international developed markets and global...
Overview of the “Developed World ex-US Stocks” Lazy Portfolio 1. Background and Philosophy The “Developed World ex-US Stocks” lazy portfolio is a simple, low-cost, and globally diversified investment strategy designed for investors seeking...
Larry Swedroe Eliminate Fat Tails Portfolio: Overview 1. Background and Philosophy The Larry Swedroe Eliminate Fat Tails Portfolio is designed by Larry Swedroe, a renowned financial author, researcher, and principal at Buckingham Strategic Wealth. Swedroe is a...
Overview of the Dimensional Retirement Income Fund 1. Background Information and Philosophy The Dimensional Retirement Income Fund is a lazy portfolio designed by Dimensional Fund Advisors (DFA), a prominent investment management firm known for its evidence-based...
LifeStrategy Income Fund Overview 1. Background Information and Philosophy The LifeStrategy Income Fund is a lazy portfolio designed by Vanguard, one of the most reputable investment management companies globally. Vanguard is known for its low-cost index funds and...
Overview of the Emerging Markets Stocks Portfolio 1. Background and Philosophy The Emerging Markets Stocks portfolio is a simple, single-asset-class portfolio that focuses exclusively on emerging markets equities. This portfolio is designed for investors who are...
Developed World ex-US 40/60 Portfolio Overview 1. Background and Philosophy The “Developed World ex-US 40/60” portfolio is a lazy portfolio designed to provide exposure to developed international markets while maintaining a significant allocation to fixed...
Developed World ex-US 80/20 Portfolio Overview 1. Background and Philosophy The “Developed World ex-US 80/20” portfolio is a lazy portfolio designed for investors seeking exposure to developed international markets while maintaining a conservative...
Developed World ex-US 60/40 Portfolio Overview 1. Background and Philosophy The “Developed World ex-US 60/40” portfolio is a classic example of a lazy portfolio, designed to provide broad diversification with minimal maintenance. Lazy portfolios are...
Overview of the Stocks/Bonds 20/80 Lazy Portfolio 1. Background and Philosophy The “Stocks/Bonds 20/80” portfolio is a classic example of a conservative lazy portfolio, designed for investors who prioritize capital preservation and steady income over...
Overview of the William Bernstein Sheltered Sam 30/70 Allocation 1. Background and Philosophy The William Bernstein Sheltered Sam 30/70 Allocation is a lazy portfolio designed by Dr. William Bernstein, a renowned neurologist-turned-financial theorist and author of...
Overview of Larry Portfolio 1. Background Information The “Larry Portfolio” is named after Larry Swedroe, a well-known financial author, advisor, and proponent of evidence-based investing. Larry Swedroe is a principal at Buckingham Strategic Wealth and has...
Overview of the All Country World 20/80 Lazy Portfolio 1. Background Information and Philosophy The All Country World 20/80 portfolio is a globally diversified, conservative investment strategy designed for investors seeking a lower-risk approach with a focus on...
Overview of the Stocks/Bonds 20/80 Momentum Portfolio 1. Background and Philosophy The Stocks/Bonds 20/80 Momentum portfolio is a lazy portfolio designed for investors seeking a conservative yet growth-oriented investment strategy. Lazy portfolios are typically...
William Bernstein Sheltered Sam 40/60 Allocation: Overview 1. Background and Philosophy The William Bernstein Sheltered Sam 40/60 Allocation is a lazy portfolio designed by Dr. William Bernstein, a renowned neurologist-turned-financial theorist and author of...
Paul Boyer Portfolio Overview 1. Background Information on the Author and Portfolio Philosophy Paul Boyer is a financial analyst and portfolio manager known for his expertise in creating simple, low-cost, and diversified investment strategies. His lazy portfolio,...
Overview of the LifeStrategy Conservative Growth Portfolio 1. Background and Philosophy The LifeStrategy Conservative Growth portfolio is part of Vanguard’s suite of LifeStrategy funds, which are designed to provide investors with a diversified, all-in-one...
Overview of the Lifepath Fund Portfolio 1. Background and Philosophy The Lifepath Fund is a lazy portfolio designed to provide a balanced and diversified investment strategy with minimal maintenance. Lazy portfolios are typically created to follow a...
