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.  While there are several versions of the same idea all falling under his Core-4 umbrella, this is the “Classic” definition that has been around for many years. For anyone looking to understand Ferri’s investing philosophy, his book All About Asset Allocation is a great guide for index investors of all types.

Asset Allocation

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


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