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.
- 6.25% Large Cap Blend
- 9.25% Large Cap Value
- 6.25% Small Cap Blend¹
- 9.25% Small Cap Value
- 31% International
- 30% Short Term Bonds
- 8% REITs
- Armstrong specifically recommends Small Cap Growth. This is a relatively rare recommendation and index funds can be a little limited, so I allocated this portion to Small Cap Blend that contains both growth and value. Be sure to read Armstrong’s explanation to why he invests the way he does.
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