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 2026-11-10
- 1Y
- 9.2%
- 3Y
- 57.9%
- CAGR
- 14.7%
- Max DD
- -13.3%
- Sharpe
- 1.18
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 2026-11-10.