The Swedroe Min Fat Tails portfolio was proposed by Larry Swedroe as a way to maintain competitive returns while reducing equity exposure by specifically selecting high returning equity indices. The one shown here is one popular version, although the concept has evolved somewhat over time. You can read more about his thinking in his book Reducing the Risk of Black Swans.
Asset Allocation
- 15% Small Cap Value
- 15% Emerging Markets
- 35% Short Term Treasuries
- 35% TIPS