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.



Asset Allocation



Real Assets



1) The calculations assume that US investors use a World Ex-US fund while investors living in other countries use a World fund including the US.

2) The data is based on USA REITs, but a broad global REIT fund is also a reasonably close alternative if no US fund is available.


Change the domestic market to translate the portfolio to different home countries