Who is Rick Ferri?
Rick Ferri, also known as Richard Ferri, is a financial analyst, author, speaker, former adviser, and founder of Portfolio Solutions, LLC. He has written various financial articles.Rules of Rick Ferri’s 60/40 Portfolio
The rules of Rick Ferri’s 60/40 Portfolio is simple. It invests its 60% allocation to world-wide stocks and 40% to bonds. It mainly invest in US, international stock, and bond market.This portfolio is well like by followers in Bogleheads.
How to Invest
You can invest in this Bogle’s 50-50 Portfolio through mutual funds or Exchange Traded Funds (ETFs). Below are the list. You can buy these investment funds through your brokerage.Vanguard Mutual Funds
- Vanguard Total Bond Market Index Fund (VBMFX)