How do Paul Merrimans portfolios compare to the best portfolios? Paul Merriman 4 Fund Portfolio is a simple investment strategy consisting of four low-cost index funds with large caps, small caps, and small cap value. The Bogleheads 4 Fund Portfolio, as the name suggests, is comprised of 4 funds capturing U.S. stocks, U.S. bonds, international stocks, and international bonds. The six years of losses in the S&P 500 added up to 87.6%; in the four-fund combination, the total was 90.3%. He also thinks that this strategy is appropriate for those who dont invest for a living, and the approach avoids high fees and expenses. It only went back to 2019 for AVUV so I substituted IJS which is also a small cap value. During the period 1970 to 2008, an equity portfolio of 80% U.S. stocks and 20% international stocks had higher generalandrisk-adjusted returns than a 100% U.S. stock portfolio. Cookie Notice Disclaimer: While I love diving into investing-related data and playing around with backtests, this is not financial advice, investing advice, or tax advice. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. For the sake of brevity in this post, I won't be repeating it here. Canadians can find the above ETFs on Questrade or Interactive Brokers. This gets you fully diversified globally across all styles and cap sizes for stocks and bonds. Mutual Funds: Investing In a Mutual Fund | Vanguard VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? 9.00% International Developed Blend (VEA), 9.00% International Large Cap Value (EFV), 9.00% International Small Cap Blend (VSS), 9.00% International Small Cap Value (DLS), 3.60% International Developed Blend (VEA), 3.60% International Large Cap Value (EFV), 3.60% International Small Cap Blend (VSS), 30.00% Intermediate-Term Treasuries (VGIT), 3.60% International Small Cap Value (DLS), 5.40% International Developed Blend (VEA), 5.40% International Large Cap Value (EFV), 5.40% International Small Cap Blend (VSS), 20.00% Intermediate-Term Treasuries (VGIT), 5.40% International Small Cap Value (DLS), 6.00% International All-World ex-US (VEU), 6.00% International Large Cap Value (EFV), 6.00% International Small Cap Blend (VSS), 6.00% International Small Cap Value (DLS), 3.13% International All-World ex-US (VEU), 3.13% International Large Cap Value (EFV), 3.13% International Small Cap Blend (VSS), 12.00% Intermediate-Term Treasuries (VGIT), 6.73% International Small Cap Value (DLS), 2.70% International All-World ex-US (VEU), 2.70% International Large Cap Value (EFV), 2.70% International Small Cap Blend (VSS), 25.00% Intermediate-Term Treasuries (VGIT), 2.70% International Small Cap Value (DLS), 6.00% International Developed Blend (VEA).
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