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Portfolios

A good investment portfolio reflects both general sound investment theory and the needs of specific the individual investor. There is no single best portfolio and all portfolios involve an attempt at planning for an uncertain future.

Still, there is something to gain from sharing portfolios. By sharing examples of portfolios that exhibit sound investing principles, the academic becomes practical.

These portfolios are presented from simple to complex.

The 60/40

A 60/40 split between stocks and bonds is the Toyota corolla of portfolios.

The 60/40/10

Adding 10%

The following portfolios are more complex and move away from reflect Stellar Capitalists’ view that we live in a period of maximum uncertainty and that investing for this future demands diversification.

You can also check our other model portfolios at Paul Merriman, Core 4 by Rick Ferri, and at Bogleheads.com.

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