When it comes to investing portfolio strategies, there are countless options available. So which one is right for you? In this video, we’ll take a look at nine of the most popular investment portfolio strategies and explore what each one entails. Which strategy will you choose?
Timecodes:
0:00 – Intro
1:55 – 1-Fund Strategy
3:16 – 2-Fund Strategy
4:16 – 3-Fund Strategy
5:34 – 3-Fund (+1) Strategy
7:02 – Dave Ramsey 4-Fund Strategy
8:31 – Bill Bernstein’s No Brainer Portfolio
9:45 – Ivy League Endowment Strategy
10:59 – The Coffee House Portfolio
12:05 – The Ultimate Buy & Hold Portfolio
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DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.
for my tax advantaged accounts I follow a single target retirement date fund approach, keeps it simple and will balance risk as the fund matures. in my taxable brokerage accounts I follow a 3 fund strategy with an occasional 4th fund tilt for “short term” earnings
Excellent overview! I agree that simplicity is key. For most long-term wealth builders, the Bogleheads three-fund portfolio [04:15] seems like the most robust, low-cost, and easily rebalanced strategy, eliminating the headache of trying to choose between 9+ options. Thanks for the breakdown!
Great information. Thank you.
Coffee house and Ultimate Buy and Hold are both 60/40 Portfolio.
1st strategy – 1 fund portfolio
2nd strategy – 2 fund portfolio
hmmm… I see a pattern emerging here
3rd strategy – 3 fund portfolio
let me guess – 9th strategy – 9 fund portfolio