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Andrew Tobias' Three Fund Lazy Portfolio

ASSET ALLOCATION STRATEGY

With mutual fund’s performance and the low stock commissions, Andrew Tobias views that ETFs is a perfect tool for the lazy investor. So Andrew Tobias’ portfolio employs ETFs that have low expense ratios. The portfolio is comprised of just three funds.

- 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)

Andrew Tobias advocates using simple dollar cost averaging and periodic rebalancing on this portfolio.

 

See Also

1.Andrew Tobia’s personal website: http://www.andrewtobias.com/newcolumns/031219.html

2.Andrew Tobias’  "The Only Investment Guide You’ll Ever Need"

You can find the book here:

http://www.amazon.com/Only-Investment-Guide-Youll-Ever/dp/0156005603/sr=8-1/qid=1171395713/ref=sr_1_1/103-0385692-7564636?ie=UTF8&s=books

3. Kirk's report on lazy portfolio

Here's the link: http://www.thekirkreport.com/lazy_portfolios/index.html