BND - How To Build A Portfolio With 4 ETFs: Part III

2024-05-16 23:31:22 ET

Summary

• We revisit the concept of the four ETF portfolio, discussing the importance of keeping investment portfolios simple and balanced.
• We discuss the necessities of a core portfolio and problems lurking in the major equity indices.
• The portfolio includes the Vanguard Total Stock Market Index Fund, Vanguard Total Bond Market ETF, Schwab U.S. Dividend Equity ETF, and Vanguard Real Estate ETF.
• We propose an allocation for the average investor looking for a moderate risk portfolio.

Spring feels like an opportune time to clean up. Out with the old, in with the new! Today, we revisit the important topic of keeping life simple. Not just our homes, but also our portfolios and investments.

Near the beginning of the year, we published an article based on a discussion with a retired friend. The article was called " How To Build A Portfolio With Four ETFs ." The idea originated from a discussion about the requirements of a successful retirement from a financial perspective. Retirement planning is complex, but the thesis was simple. A well-allocated portfolio of just four exchange-traded funds can handle the challenges of the average retired investor....

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