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Monday, February 12, 2007

Scott Burns' Lazy Portfolios

Lazy PortfoliosScott Burns is one of the most widely read personal finance writers in the country. Mr. Burns is also in favor of using simple, but effective model portfolios as a foundation for long-term investing. In fact, to illustrate that view, he created five unique portfolios which also have solid long-term track records: Coach Potato, Margarita, Four Square, Five Fold, and Six Ways From Sunday.


Scott Burns' Lazy Portfolios (Assetbuilder.com):

Coach Potato Portfolio:
- 50% in Vanguard Total Stock Market Index Fund (VTSMX)
- 50% in Vanguard Inflation Protected Securities Fund (VIPSX)

Margarita Portfolio:
- 33.3% in Vanguard Total Stock Market Index Fund (VTSMX)
- 33.3% in Vanguard Inflation Protected Securities Fund (VIPSX)
- 33.3% in Vanguard Total International Stock Index Fund (VGTSX)

Four Square Portfolio:
- 25% in Vanguard Total Stock Market Index Fund (VTSMX)
- 25% in Vanguard Inflation Protected Securities Fund (VIPSX)
- 25% in Vanguard Total International Stock Index Fund (VGTSX)
- 25% in American Century International Bond Fund (BEGBX)

Five Fold Portfolio:
- 20% in Vanguard Total Stock Market Index Fund (VTSMX)
- 20% in Vanguard Inflation Protected Securities Fund (VIPSX)
- 20% in Vanguard Total International Stock Index Fund (VGTSX)
- 20% in Vanguard REIT Index (VGSIX)
- 20% in American Century International Bond Fund (BEGBX)

Six Ways From Sunday Portfolio:
- 16.65% in Vanguard Total Stock Market Index Fund (VTSMX)
- 16.65% in Vanguard Inflation Protected Securities Fund (VIPSX)
- 16.65% in Vanguard Total International Stock Index Fund (VGTSX)
- 16.65% in Vanguard REIT Index (VGSIX)
- 16.65% in American Century International Bond Fund (BEGBX)
- 16.65% in Vanguard Energy (VGENX)

For more information: 1 and 2

Posted by Kirk at 1:33 PM in Lazy Portfolio | Bookmark | Feeds | Link |


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