62 - Passive Asset Allocation Strategy with Value Stock Geek
The DIY Investing Podcast · Trey Henninger: Private Investor, Portfolio Manager, Business Strategist, and Value Investing Expert
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Show Notes
- Unconventional Success by David Swenson
- William Bernstein's books on Asset Allocation
- PortfolioVisualizer.com
- Bogleheads Forum (Simba's backtesting spreadsheet)
- PortfolioCharts.com
- Follow his work on Twitter: @ValueStockGeek
- Check out his website:
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Show Outline: Interview with Value Stock GeekThe full show notes for this episode are available at https://www.diyinvesting.org/Episode62
Passive Asset Allocation Strategy- Why should active investors have a passive asset allocation strategy?
- Goals of a passive investing strategy as compared to active investing
- Principles used to create the strategy
- Are bond allocations obsolete with interest rates so low?
- Backtesting performance and planning for the future
- US Small Cap Value: VBR (0.12% expense ratio)
- International Small Cap Stocks: VSS (0.12% expense ratio)
- REITs: VNQ (0.12% expense ratio)
- Long-Term US Bonds: VGLT (0.07% expense ratio)
- TIPS: VTIP (0.06% expense ratio)
- Equal weighted at 20%