Advertisement
invest

9 Most Popular Investment Portfolio Strategies

Tae Kim - Financial Tortoise 45



When it comes to investing portfolio strategies, there are countless options available. So which one is right for you? In this video, we’ll take a look at nine of the most popular investment portfolio strategies and explore what each one entails. Which strategy will you choose?

Timecodes:

0:00 – Intro
1:55 – 1-Fund Strategy
3:16 – 2-Fund Strategy
4:16 – 3-Fund Strategy
5:34 – 3-Fund (+1) Strategy
7:02 – Dave Ramsey 4-Fund Strategy
8:31 – Bill Bernstein’s No Brainer Portfolio
9:45 – Ivy League Endowment Strategy
10:59 – The Coffee House Portfolio
12:05 – The Ultimate Buy & Hold Portfolio

————

FAVORITE TOOLS:
► Mint Mobile – Check Out My Partner Mint Mobile, Affordable Phone Service –
► SoFi – Checking & High-Yield Savings Account (Terms Apply) – (Affiliate Link)
► Shortform – More Than Book Summaries –

LINKS:
► Get My Weekly Newsletters:
► Favorite Books:

DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

source

Related Story
45 comments
@CharlesVaughn-bm9gq

Small caps have underperformed for twenty years. So the Merrimack portfolio did not perform as advertised the last twenty years because Paul’s calculations goes back fifty years.

@BP_PE90

My allocation in my early 30s is:

10% – total us bond market index
15% – total international stock index
12% – us small cap index
13% – us mid cap index
50% – 500 index

I use automatic investing for my taxable account and review allotments annually, adjust if needed to gradually rebalance. I could probably simplify some with the total stock index instead of the 500, small and mid cap funds.

@tmer831

Opinions on the market diverge; some claim overvaluation due to rapid gains, while others cite strong economic fundamentals justifying high valuations. The notable surge in tech stocks, raises concern for my $600K portfolio given the index's increased tech concentration. What stocks, in terms of growth over the next ten years, could be the next APPL is my query.

@dsuthapong

Extremely thorough, simple, and enjoyable financial video. Thank you so much🙏🏻

@the-fantabulous-g

Tae, what do you think about Professor G’s 3 fund strat? One broad based index fund, one growth fund, one value fund. For him it was S&P500, SCHG, SCHD. Allocations are broad-heavy with more tilt on value over time. Ditches bonds and international entirely. He says backtesting shows good results, but yeah it’s an interesting take for sure.

@RobertLupo

It would be interesting to see how these have preformed over time.

@korndawggy1801

What do you think of 70% S&P 500, 20% international, and 10% bonds?