Core Four Portfolio
Four-fund diversified portfolio with global equities, bonds, and real estate.
- Type: Fixed
- Frequency: annually
- Asset classes: US Equity, International Equity, REITs, Bonds
- Backtest window: 2011-01-28 to 2026-06-11
- 1Y
- 18.0%
- 3Y
- 54.4%
- CAGR
- 8.5%
- Max DD
- -21.6%
- Sharpe
- 0.39
Methodology
- Allocate 48% VTI, 24% VXUS, 20% BND, and 8% VNQ.
Source: Ferri, R. (2010). All About Asset Allocation (2nd ed.).
Headline backtest performance as of 2026-06-10.