Interesting asset mix. It looks nothing like a traditional balanced portfolio, yet it clearly is reasonably well diversified. The article implies, but doesn't actually state, that Mr. Arends intends to use it for his own investments. I would find it quite ironic if he pulled a fast one and presented the portfolio to his readers as a viable alternative, but then backed out without putting any of his own money into it.
Is this the perfect investment portfolio? - Brett Arends's ROI - MarketWatch
what is in this all-weather portfolio?
It’s 10% each in the following 10 asset classes:
U.S. “Minimum Volatility” stocks
International Developed “Minimum Volatility” stocks
Emerging Markets “Minimum Volatility” stocks
Global natural resource stocks
US Real Estate Investment Trusts
International Real Estate Investment Trusts
30-Year Zero Coupon Treasury bonds
30-Year TIPS
Global bonds
2-Year Treasury bonds (cash equivalent)
For simplicity’s sake, the portfolio I’ve modeled is rebalanced once a year, on Dec. 30.
Is this the perfect investment portfolio? - Brett Arends's ROI - MarketWatch