MarketHeist Portfolio

Core Four

by Rick Ferri · rebalanced yearly

Ferri's four-fund workhorse: total US, total international, REITs, and total bond at 48/24/8/20.

CAGR
8.4%
Max Drawdown
-44.4%
Sharpe
0.71

Allocation

Holding Weight
VTI — US Total Stock Market48%
VXUS — Total International Stock24%
VNQ — US REITs8%
BND — US Total Bond Market20%

See full analysis — CAGR, drawdowns, rolling returns →