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150 Sample Investment Portfolios

edited August 18 in Other Investing
Posted for anyone in need of portfolio construction ideas. As the saying goes, “There’s more than one way to skin a cat.”

https://www.whitecoatinvestor.com/150-portfolios-better-than-yours/

Comments

  • "Can't swing a dead cat in here without bumping into a portfolio." Hee hee. ;)
    I'll have a look.
  • Had totally forgotten about the infamous VWINX (+ VWELX) solution. That one was big for a while - at least, for older investors.
  • edited August 18
    The White Coat Investor (Dr. Jim Dahle) list numerous portfolios from William Bernstein,
    Rick Ferri, Scott Burns, Bill Schultheis, Paul Merriman, Harry Browne, Bogleheads, etc.
    There are plenty of good examples demonstrating portfolio construction.

    Most of these "model portfolios" are comprised entirely (or predominantly) of passively managed funds.
    Actively managed funds constitute the majority of my own portfolio therefore it doesn't resemble
    any of the listed portfolios. As they say, there are many roads to Dublin!

    The "perfect" portfolio will only be known in hindsight.
    I strongly agree with this suggestion made by the author:
    "I suggest you pick a portfolio you like and think you can stick with for a few decades, and then do so.
    Eventually, any given investment portfolio will have its day in the sun.
    Just don't continually change your portfolio in response to changes in the investment winds.
    This is the equivalent of driving while looking through the rearview mirror,
    or, as Dr. Bernstein likes to phrase it, skating to where the puck was."
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