Rick Ferri Core Four

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.

rick-ferri-core-four

Asset Allocation

  • 48% Total Stock Market
  • 24% International
  • 20% Intermediate Bonds
  • 8% REITs

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