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.
- 8% REITs ²
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.