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Rick Ferri Core Four (UK)

UK-Portfolios

The Rick Ferri Core Four is a portfolio proposed by Rick Ferri, an investment adviser and frequent contributor at Bogleheads.org.  His book All About Asset Allocation is a great guide for index investors of all types.


British Portfolios   UK-flag   ///   CAN   GER   USA


rick-ferri-core-four

Asset Allocation

Stocks

Domestic

  • 48% Total Stock Market (UK)

International

  • 24% World Total Stock Market

Bonds

  • 20% Intermediate Term Gilts (UK)

Real Assets

  • 8% REITs (USA) *

 

Notes

(*) If a USA REIT fund is not available, a broad global REIT fund is a good alternative.  US real estate makes up a large percentage of global REITs so the numbers should be pretty close in normal portfolio percentages.

 

rick-ferri-core-four-UK-20180508

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