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

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• 20% Small Cap Value
• 20% International Small Cap Blend
• 20% Long Term Bonds
• 20% REITs¹
• 20% Gold

Author

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Overview

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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.

Books

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Books about the Weird Portfolio, and others that inspired the idea

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Articles

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Insights that mention the Weird Portfolio

Discussion

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Alternatives

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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

Performance

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