|Stock Market Quantitative Investment Strategies|
Daniel Solin devised a simple strategy described in his book, "The Smartest Portfolio You'll Ever Own", based on the research of Professors Fama and French. The strategy uses nine low cost funds in various allocation percentages depending on the investor's risk tolerance. The choice of funds is designed to provide diversification and benefit from the long term superior performance of small cap and value stocks. (The author does not believe in market timing of any kind). Read the details on your tablet for only $9.99. You don't need a Kindle - just download the Kindle software for your Android device here or your iPad here.
Simply buy each of the following 9 ETFs in the proportion based on the individual investor's risk tolerance.
Vanguard Large Cap Index Admiral Fund (VLCAX)
Vanguard Value Index Admiral Fund (VVIAX)
Vanguard Small Cap Value ETF (VBR)
Vanguard REIT Index Admiral Fund (VGSLX)
iShares MSCI EAFE Value (EFV)
iShares MSCI EAFE Small Cap ETF (SCZ)
Vanguard Emerging Markets Stock Index Admiral Fund (VEMAX)
iShares Barclays Short Treasury Bond ETF (SHV)
SPDR Barclays Capital Short-Term International Treasury Bond ETF (BWZ)
The only portfolio changes ever made are to rebalance the portfolio to the original percentages established for the respective risk tolerance portfolio. This is performed annually.
Strategy ETF Charts
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