Rick Ferri’s The Core 4 Portfolio – Strategy, Allocations, Performance, Returns Analysis

ByOddmund Groette

The Core 4 Portfolio by Rick Ferri is a “lazy” index diversified investment portfolio that allocates assets across 3 asset classes: stocks, bonds, and REITs. These 3 asset classes are divided into 4 categories: U.S. stocks, international stocks, intermediate bonds, and REITs. The Core 4 Portfolio strategy can be implemented using 4 different index ETFs…

Stocks Vs. Bonds Investment Strategy: Which Asset To Choose (Returns, Performance, Risk Analysis)

ByOddmund Groette

For many, owning a business or buying expensive real estate is out of the question. An alternative to growing your net worth over time is to invest in financial instruments such as stocks and bonds. In this article, we look at the stock vs. bond investment strategy. Various investment strategies use stocks and bonds in…