Larry Swedroe Portfolio (30/70, Small-cap value) With Backtest

In the book, “Reducing the Risk of Black Swans”, an educational treatise on how to avoid unexpected catastrophic losses, Larry Swedroe presents the Larry Swedroe Portfolio. If you want a way to maximize returns while minimizing risk, the investment approach might intrigue you. But what is the Larry Swedroe Portfolio (30/70, small-cap value)?

The Larry Swedroe portfolio is a diversified investment portfolio that is based on the principles of evidence-based investing, as advocated by the financial advisor and author Larry Swedroe. The portfolio, which allocates 30% to stocks and 70% to bonds, is designed to provide long-term growth while minimizing risk.

This post answers some questions about Larry Swedroe Portfolio (30/70, small-cap value). We finish the article by doing a backtest of the strategy.

Larry Swedroe Portfolio

The Larry Swedroe portfolio is a diversified investment portfolio that is based on the principles of evidence-based investing, as advocated by the financial advisor and author Larry Swedroe. It balances small percentages of