Larry Portfolio

The Larry Portfolio is the name for a class of portfolios promoted by Larry Swedroe and Kevin Grogan in the book Reducing The Risk of Black Swans.  The main idea is that by purchasing the highest return stock assets available, one can reduce overall stock exposure and maintain similar returns to other portfolio options but with less volatility.

larry-portfolio

Asset Allocation

  • 15% Small Cap Value
  • 7.5% Int’l Small Cap Value
  • 7.5% Emerging Markets¹
  • 70% Intermediate Bonds

Notes

  1. Swedroe specifically recommends emerging market value.  I don’t have data for this asset, so allocated the portion to emerging markets (blend).  I anticipate the numbers to be reasonably close, but be sure to read Swedroe’s reasoning for why he chooses the fund he does.

Performance

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

Click on the asset acronyms for detailed information in each country