The Weird Portfolio by Value Stock Geek combines factor investing and risk parity concepts into an asset allocation designed to maximize returns and minimize stress.
Asset Allocation
| % | Asset Class |
|---|---|
| 20% | Small Cap Value Stocks |
| 20% | International Small Cap Blend Stocks |
| 20% | Long Term Bonds |
| 20% | REITs¹ |
| 20% | Gold |
Asset Notes
1. Value Stock Geek specifically calls for 10% US REITs and 10% international REITs. Since I don’t have data for international REITs, I included them in the US allocation. Be sure to read his explanation to understand his full design intent.
Performance
Change the home country to translate the portfolio to local assets, currency, and inflation.
Portfolio Charts
Author
Value Stock Geek
Value Stock Geek is a DIY value investor who discusses investing in his newsletter, on his podcast, and on Twitter. He writes about his portfolio philosophy in his free online book The Weird Portfolio.
Overview
Value Stock Geek has an interesting and refreshingly honest approach to investing. Because he is a natural stock picker and value investor who enjoys researching individual companies, one might think that he’d not be the biggest fan of passive asset allocation. But to the contrary — the Weird Portfolio is his solution for establishing a secure investing foundation that allows him to invest in what he calls his “speculative” portfolio without worry.
True to his value investing moniker, the Weird Portfolio commits to small and value stock allocations over traditional cap-weighted funds. Beyond simply expanding into international markets, it also incorporates modern risk parity concepts with multiple volatile assets like gold, REITs, and long term treasuries to balance each other out and generate consistent returns in any economic condition.
With multiple complementary assets including international diversification and factor investing ideas, the Weird Portfolio may indeed seem strange in an old-school sense but is a decidedly contemporary mix of popular investing concepts.
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Alternatives
Portfolios with a similar structure or design intent
Ivy Portfolio — Very similar structure with less-tilted versions of each asset
Golden Butterfly — Similar economic philosophy with a few different assets
Larry Portfolio — Shared interest in factor investing and international stocks