Feb 9, 2020
Recommended Resources:
- Unconventional Success by David Swenson
- William Bernstein's books on Asset Allocation
- PortfolioVisualizer.com
- Bogleheads Forum (Simba's backtesting spreadsheet)
- PortfolioCharts.com
How to connect with Value Stock Geek
- Follow his work on Twitter: @ValueStockGeek
- Check out his website:
Please review and rate the podcast
If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.
Follow me on Twitter and YouTube
Twitter Handle: @TreyHenninger
YouTube Channel: DIY Investing
Support the Podcast on Patreon
This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron.
You can find out more information by listening to episode 11 of this podcast.
Show Outline: Interview with Value Stock Geek
The 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
Portfolio Allocation
- 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%