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- Nov 27, 2014
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Was reading this article:
https://www.barrons.com/articles/re...vesting-savings-51673038954?mod=Searchresults
Note - It looks like the article is behind a paywall, but I just closed the subscribe window and it let me read it.
And wondered what y’all think. It’s a lot like the “perfect” portfolio but has seven components rather than 4.
From the article:
https://www.barrons.com/articles/re...vesting-savings-51673038954?mod=Searchresults
Note - It looks like the article is behind a paywall, but I just closed the subscribe window and it let me read it.
And wondered what y’all think. It’s a lot like the “perfect” portfolio but has seven components rather than 4.
From the article:
It consists simply of splitting your investment portfolio into 7 equal amounts, and investing one apiece in U.S. large-company stocks (the S&P 500SPX +2.28% ), U.S. small-company stocks (the Russell 2000RUT +2.26% ), developed international stocks (the Europe, Australasia and Far East or EAFE index990300 +1.75% ), gold, commodities, U.S. real-estate investment trusts or REITS, and 10 year Treasury bonds.
It’s beaten the standard Wall Street portfolio of 60% U.S. stocks and 40% bonds. Not just last year, when it beat them by an astonishing 7 percentage points, but for half a century.