62 - Passive Asset Allocation Strategy with Value Stock Geek

Recommended Resources: Unconventional Success by David Swenson William Bernstein's books on Asset Allocation PortfolioVisualizer.com Bogleheads Forum (Simba's backtesting spreadsheet) PortfolioCharts.com How to connect with Value Stock Geek Follow his work on Twitter: @ValueStockGeek Check out his website: ValueStockGeek.com Lazy Portfolio Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle: @TreyHenninger YouTube Channel: DIY Investing Support the Podcast on Patreon This is a podcast supported by listeners like you. If you'd like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron. You can find out more information by listening to episode 11 of this podcast. Show Outline: Interview with Value Stock Geek The full show notes for this episode are available at https://www.diyinvesting.org/Episode62 Passive Asset Allocation Strategy Why should active investors have a passive asset allocation strategy? Goals of a passive investing strategy as compared to active investing Principles used to create the strategy Are bond allocations obsolete with interest rates so low? Backtesting performance and planning for the future Portfolio Allocation US Small Cap Value: VBR (0.12% expense ratio) International Small Cap Stocks: VSS (0.12% expense ratio) REITs: VNQ (0.12% expense ratio) Long-Term US Bonds: VGLT (0.07% expense ratio) TIPS: VTIP (0.06% expense ratio) Equal weighted at 20%