ETF Portfolio - No-Brainer
Another of MarketWatch's ETF portfolios. Bill Bernstein is a financial adviser, SmartMoney columnist, author of the Intelligent Assett Allocator, and a practicing neurologist. He is also the creator of the "No-Brainer Portfolio".
Allocation | Fund | Symbol |
---|---|---|
25% | S&P 500 Index Fund | VFINX |
25% | Small Cap Index Fund | NAESX |
25% | European Stock Index Fund | VEURX |
25% | Total Bond Market Index Fund | VBMFX |
Why?
- 14% return last year
- has beaten 90% of professional money managers over past 10 and 20 years with less risk
- return of 3.52% over the past 5 years
- return of 9.15% over the past 10 years
- return of 10.29% over the past 15 years
- return of 11.69% over the past 20 years
0 Comments:
Post a Comment
<< Home