Saturday, September 10, 2005

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".

AllocationFundSymbol
25%S&P 500 Index FundVFINX
25%Small Cap Index FundNAESX
25%European Stock Index FundVEURX
25%Total Bond Market Index FundVBMFX

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

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