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TrevH Simplified 5-Fund Buy & Hold

By Noob // Last updated on September 18, 2011
Boglehead user TrevH took a look at the FundAdvice (Merriman) 10-equity-fund Ultimate Buy & Hold portfolio and set out to make it simpler, using just 4 stock funds and 1 bond fund without sacrificing the diversification benefits built into… Read More

By Super Asset Class

80%
Equities
20%
Fixed Income

By Asset Class

40%
US Stocks
40%
Int'l Stocks
20%
US Bonds

By Asset Category

20%
Large Cap
20%
Small-Cap
20%
Total Int'l Market
20%
International Small Cap
20%
Inflation Protected Bonds