Bernstein Portfolio

This is the simplest portfolio William Bernstein discusses in his famous book The Intelligent Asset Allocator.  The book is widely recommended not only for this portfolio, but also for its technical and thorough discussion on diversification and portfolio construction in general.

NOTE: This portfolio has been renamed on the site to its common description — the No-Brainer Portfolio.

Bernstein Portfolio Asset Allocation

Asset Allocation

 

Bernstein-Portfolio-Annual-Returns

 

Bernstein-Portfolio-Heat-Map

 

Bernstein-Portfolio-Long-Term-Returns

 

Bernstein-Portfolio-Accumulation

 

Bernstein-Portfolio-Retirement

 

Bernstein-Portfolio-Withdrawal-Rates

 

Bernstein-Portfolio-Financial-Independence

 

Bernstein Portfolio Start Date Sensitivity Chart