I am surprised he would have emerging market bonds or municipals (except for taxable ports) in his buy and hold model portfolio.
Any how, my thinking was skewed due my ports having a large cash position, and that made me attribute some of the strong results reported in the thread to brilliance or timing which clearly is not the case, so can easily see how some folks could have double digit performance. While I like dry powder, I should probably cap it at 10-15% in the future
I don't have any bonds. I'm also a little loose on some of the others, but the basics for me are to over weigh value and small cap. Luck plays a role too. I was 50% cash as Brexit hit. I gambled on waiting until the vote outcome, but the vote was called so close but then breaking on the last day seemed wrong. I jumped all in the second day. That added ~2% (INDY, FCOM, IJR, IJS, FENY, FREL, IVE and VTSMX).