Vzorove portfolia

[jonatanus]

Yale University Lazy Portfolio: David Swensen (Portfolio Manager & Author)
- 30% in Vanguard Total Stock Market Index (VTSMX)
- 20% in Vanguard REIT Index (VGSIX)
- 20% in Vanguard Total International Stock (VGTSX) or (15% in VDMIX and 5% in VEIEX)
- 15% in Vanguard Inflation Protected Securities (VIPSX)
- 15% in Vanguard Short Term Treasury Index (VFISX)

Lazy Portfolio: Ted Aronson (AJO Partners)
- 20% in Vanguard Emerging Markets Stock Index (VEIEX)
- 15% in Vanguard 500 Index (VFINX)
- 15% in Vanguard Pacific Stock Index (VPACX)
- 10% in Vanguard Extended Market Index (VEXMX)
- 10% in Vanguard Inflation-Protected Securities (VIPSX)
- 5% in Vanguard European Stock Index (VEURX)
- 5% in Vanguard High-Yield Corporate (VWEHX)
- 5% in Vanguard Long-Term U.S. Treasury (VUSTX)
- 5% in Vanguard Small Cap Growth (VISGX)
- 5% in Vanguard Small Cap Value Index (VISVX)
- 5% in Vanguard Total Stock Market Index (VTSMX)

Three ETF Fund Portfolio: Bill Schultheis (The Coffeehouse Investor)
- 33.3% in Vanguard Total Stock Market (VTI)
- 33.3% in iShares International MSCI EAFE Value Index (EFV)
- 33.3% in iShares Lehman Aggregate Bond (AGG)

Coffeehouse Portfolio (ETFs or Vanguard): Bill Schultheis (The Coffeehouse Investor)
- 40% in iShares Lehman Aggregate (AGG) or Vanguard Total Bond Index (VBMFX)
- 10% in iShares S&P 500 (IVV) or Vanguard 500 Index (VFINX)
- 10% in iShares S&P 500/Barra Value (IVE) or Vanguard Value Index (VIVAX)
- 10% in iShares MSCI EAFE (EFA) or Vanguard International Stock Index (VGTSX)
- 10% in iShares Dow Jones US Real Estate (IYR) or Vanguard REIT Index (VGSIX)
- 10% in iShares Russell 2000 Value (IWN) or Vanguard Small-Cap Value Index (VISVX)
- 10% in iShares Morningstar Small Core (JKJ) or Vanguard Small-Cap Index (NAESX)

Model ETF Portfolio: AAII
- 20% in First Trust Dow Jones Select MicroCap Index (FDM)
- 20% in PowerShares FTSE RAFI US 1000 (PRF)
- 20% in Rydex S&P Mid-Cap 400 Pure Value (RFV)
- 20% in Rydex S&P Small-Cap 600 Pure Value (RZV)
- 20% in iShares Cohen & Steers Realty (ICF)

Nano Investment Portfolio: John Wasik (Bloomberg)
- 20% in Vanguard Total Stock Market Index VIPERS (VTI)
- 20% in Vanguard Total International Stock Index (VGTSX)
- 20% in Vanguard REIT VIPERS (VNQ)
- 20% in iShares Lehman TIPS Bond (TIP)
- 20% in iShares Lehman Aggregate Bond (AGG)

Basic No-Brainer Portfolio (Regular & Tax Friendly): William Bernstein (Author & Financial Advisor)
- 25% in Vanguard 500 Index (VFINX)
- 25% in Vanguard Small Cap Index (NAESX) or Tax Managed Small Cap (VTMSX)
- 25% in Vanguard Total International Stock (VGTSX) or Tax Managed International (VTMGX)
- 25% in Vanguard Total Bond Market (VBMFX) or Short Term Bond (VBISX)

No-Brainer Coward’s Portfolio: William Bernstein (Author & Financial Advisor)
- 40% in Vanguard Short Term Investment Grade (VFSTX)
- 15% in Vanguard Total Stock Market (VTSMX)
- 10% in Vanguard Small Cap Value (VISVX)
- 10% in Vanguard Value Index (VIVAX)
- 5% in Vanguard Emerging Markets Stock (VEIEX)
- 5% in Vanguard European Stock (VEURX)
- 5% in Vanguard Pacific Stock (VPACX)
- 5% in Vanguard REIT Index (VGSIX)
- 5% in Vanguard Small Cap Value (NAESX) or Vanguard Tax Managed Small Cap (VTMSX)

Long-Term Portfolio: Ben Stein (Commentator & Author)
- 30% in Fidelity Spartan Total Market Index (FSTMX) or Total Stock Market ETF (VTI)
- 15% to 20% in iShares MSCI EAFE Index (EFA)
- 10% in iShares MSCI Emerging Markets Index (EEM) or Emerging Markets 50 ADR (ADRE)
- 10% in iShares Cohen & Steers Realty Majors (ICF)
- 10% in iShares Russell 2000 Value Index (IWN)
- 15% in Cash

Retirement Portfolio: Ben Stein (Commentator & Author)
- 50% in StreetTracks Dow Jones Wilshire REIT ETF (RWR)
- 50% in iShares Dow Jones Select Dividend (DVY)

Ideal Index Portfolio: : Frank Armstrong III (Financial Planner)
- 31% in Vanguard Total International Stock (VGTSX)
- 30% in Vanguard Short-Term Bond (VBISX)
- 9.25% in Vanguard Small Cap Value (VISVX)
- 9.25% in Vanguard Value (VIVAX)
- 8% in Vanguard REIT (VGSIX)
- 6.25% in Vanguard Small-Cap Growth (VISGX)
- 6.25% in Vanguard 500 Index (VFINX)

The Sower’s Growth Portfolio: Jim Lowell (commentator)
- 25% in iShares MSCI EAFE (EFA)
- 15% in iShares DJ U.S. Total Market (IYY)
- 15% in Mid Cap SPDR Trust (MDY)
- 10% in Diamonds Trust (DIA)
- 10% in iShares Russell 2000 (IWM)
- 10% in iShares MSCI Emerging Markets (EEM)
- 7.5% in Fidelity NASDAQ Composite (ONEQ)
- 7.5% in Power Shares Dynamic Market (PWC)

The Gone Fishin’ Portfolio: Alexander Green, The Oxford Club
- 15% in Vanguard Total Stock Market Index (VTSMX)
- 15% in Vanguard Small-Cap Index (NAESX)
- 10% in Vanguard European Stock Index (VEURX)
- 10% in Vanguard Pacific Stock Index (VPACX)
- 10% in Vanguard Emerging Markets Index (VEIEX)
- 10% in Vanguard Short-term Bond Index (VFSTX)
- 10% in Vanguard High-Yield Corporates Fund (VWEHX)
- 10% in Vanguard Inflation-Protected Securities Fund (VIPSX)
- 5% in Vanguard REIT Index (VGSIX)
- 5% in Vanguard Precious Metals Fund (VGPMX)

Three Fund Strategy: Jonathan Burton (commentator)
- 65% in Vanguard Total Stock Market Fund (VTSMX)
- 20% in Vanguard Total International Stock Index Fund (VGTSX)
- 15% in Vanguard Total Bond Market Fund (VBMFX)

The One-Decision ETF Portfolio: Dr. Marvin Appel (Author)
- 20% in S&P 500 (SPY) or iShares S&P 500 Index Fund (IVV)
- 20% in iShares Cohen and Steers Realty Majors Index Fund (ICF)
- 10% in iShares Russell 2000 Value Index Fund (IWN)
- 20% in iShares Lehman Aggregate Bond Fund (AGG)
- 30% in CDs, Money-Market, 90-day U.S. Treasury bills

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

Model ETF Portfolio: Standard & Poor’s Outlook
- 32% in S&P 500 SPDR (SPY)
- 5% in S&P 400 Mid Cap SPDR (MDY)
- 3% in iShares S&P Small Cap 600 (IJR)
- 12% in iShares MSCI EAFE (EFA)
- 2% in iShares MSCI Japan (EWJ)
- 2% in iShares MSCI Pacific ex-Japan (EPP)
- 4% in iShares MSCI Emerging Markets (EEM)
- 10% in iShares Lehman Aggregate (AGG)
- 10% in iShares Lehman 1-3 Year Treasury (SHY)
- 20% in Cash or U.S. 6-Month Treasury Bills

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

Margarita Portfolio: Scott Burns (Assetbuilder.com)
- 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: Scott Burns (Assetbuilder.com)
- 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 Vanguard REIT Index (VGSIX)

Five Fold Portfolio: Scott Burns (Assetbuilder.com)
- 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: Scott Burns (Assetbuilder.com)
- 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)

Second-Grader Starter Portfolio: Paul Farrell
- 60% in Vanguard Total Stock Market Index (VTSMX)
- 30% in Vanguard Total International Stock Index (VGTSX)
- 10% in Vanguard Total Bond Market Index (VBMFX)

WisdomTree Lazy Portfolio: Jeremy Siegel
- 20% in DEFA Index (DWM)
- 15% in Total Dividend Index (DTD)
- 15% in Earnings Index (EXT)
- 10% in High-Yield Equity Index (DHS)
- 10% in DEFA High-Yield Equity Index (DTH)
- 10% in International Energy Sector (DKA)
- 10% in International Consumer Non-Cyclical Index (DPN)
- 10% in Low P/E Index (EZY)

[Ama]

patrilo by sa uviest zdroj:

http://www.thekirkreport.com/lazy_portfolios/index.html

uz len preto, ze Charles si s tym dal taku pracu. A naviac sa tam daju najst dalsie doplnujuce informacie.

Ama

[waleeedijaz]

uz len preto, ze Charles si s tym dal taku pracu. A naviac sa tam daju najst dalsie doplnujuce informacie.

[Wolf]

Pět tuzemských finančních institucí představí vlastní modelová portfolia a ukáže, jak profesionálové přemýšlejí o investování, riziku a správě peněz.

https://www.seznamzpravy.cz/clanek/inve ... ekt-317660

Nakonec se jich do něj zapojí pět, každá z nich sestavila vlastní modelové investiční portfolio, jehož vývoj bude redakce dlouhodobě sledovat.


Myslím si, že nikto z nich neprekoná ani index.

[MiBi]

Dam sem aj zlozenie tych portfolii z https://www.seznamzpravy.cz/clanek/inve ... ekt-317660

Všichni účastníci začínají za stejných podmínek. Pro své modelové portfolio dostali virtuálních 100 tisíc korun, které mohou podle vlastního uvážení rozdělit mezi maximálně deset investičních pozic tvořených akciemi a burzovně obchodovanými fondy (ETF).

Nejde přitom o skutečně investované peníze, ale o modelová portfolia vytvořená speciálně pro tento projekt. Jednotliví účastníci budou moci své portfolio v průběhu času upravovat, nikoli však neomezeně. Změnu budou moci provést maximálně jednou za měsíc, přičemž si pro ni vždy zvolí jeden konkrétní den v posledním týdnu daného měsíce.