ETF Portfolio - Margarita
Here is another ETF portfolio from MarketWatch. This one is called the "Margarita Portfolio", due to it's three equal parts. This one is also from Scott Burns who created the "Couch Potatoe Portfolio".
Allocation | Fund | Symbol |
---|---|---|
33% | Total Stock Market Index | VTSMX |
33% | Total International Stock Index | VGTSX |
33% | Inflation Protected Securities Fund | VIPSX |
- One-year return of 12.75% vs. the S&P 500 return of 8.4%
- 3-year return of 10% vs. the S&P 500 return of 6%
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