Ideal Index Portfolio

The Ideal Index Portfolio is recommended by Frank Armstrong in his book The Informed Investor: A Hype-Free Guide to Constructing a Sound Financial Portfolio.

Asset Allocation

  • 6.25% Large Cap Blend
  • 9.25% Large Cap Value
  • 6.25% Small Cap Growth
  • 9.25% Small Cap Value
  • 31% International Stocks
  • 30% Short Term Bonds
  • 8% REITs

Notes

The Portfolio Charts tools use round numbers, so I reallocated the portfolio slightly while preserving the original design intent as closely as possible.

Performance

Change the home country to translate the portfolio to local assets, currency, and inflation