This lazy portfolio is a buy-and-hold portfolio that contains a healthy allocation to US stocks, international stocks, REIT, and bonds.
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 Core Four Portfolio
The rules of Core Four Portfolio is simple. It invests its 60% allocation to stocks and 40% to bonds. It mainly invest in US, international stock, REIT, and bond market.This 4 fund portfolio is well like by followers in Bogleheads.
The portfolio can be applied with an investment in a low cost US total stock market index fund, along with direct investments in US, international stock, REIT, and bond market. It can also be implemented with low-cost ETFs (exchange-traded funds).