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.

ideal-index-portfolio

Asset Allocation

Localized portfolio versions are organized by home country

CANGERUKUSA
6.25%Large Cap BlendUSA-LCBEUR-LCBEUR-LCBUSA-LCB
9.25%Large Cap ValueUSA-LCVEUR-LCVEUR-LCVUSA-LCV
9.25%Small Cap ValueUSA-SCVEUR-SCVEUR-SCVUSA-SCV
6.25%Small Cap GrowthUSA-SCGEUR-SCGEUR-SCGUSA-SCG
31%InternationalWLDX-TSMWLD-TSMWLD-TSMWLDX-TSM
30%Short Term BondsCAN-STGER-STUK-STUSA-ST
8%REITsREITREITREITREIT

Study your own interpretation with the My Portfolio tool

Performance

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