Larry Swedroe Portfolio Review and ETFs To Use

Описание: Get the Larry Portfolio here: https://optimizedportfolio.com/go/swe...

The Larry Swedroe Portfolio – or simply the Larry Portfolio – was created by the legendary evidence-based investing author and advisor Larry Swedroe. Here we’ll take a look at its components, performance, and the best ETFs to use in its implementation.

// TIMESTAMPS:

00:00 - Intro - What Is the Larry Portfolio?
01:31 - Who Is Larry Swedroe
02:17 - Larry Swedroe Portfolio Performance
04:35 - How To Build the Larry Portfolio with ETFs
05:15 - Outro

// SUMMARY:

The Larry Portfolio was designed to capture more risk-free return by enhancing factor exposure to the known equity factors that explain stock market returns outside of market beta, in this case particularly the Size and Value factors. Specifically, small stocks tend to have higher returns than large stocks, and Value stocks, usually somewhat-boring stocks that are believed to be underpriced, tend to have higher returns than their Growth counterparts.

The Larry Portfolio attempts to capture the return of the stock market at a lower volatility and risk by going all in on Small Cap Value globally. Many seasoned investors seem to be tilting toward small cap value stocks nowadays, but Swedroe clearly has a stomach of steel in using small cap value stocks for the entire equities position.

He argues that due to their greater volatility and higher expected returns, this heavy tilt allows for a lower allocation to stocks and a higher allocation to intermediate treasury bonds which are considered “safer” and less volatile than stocks. I’m a fan of global diversification, and this portfolio hits small cap value stocks in every geography. Basically, the Larry Portfolio takes factor investing in equities to the extreme.

The Larry Swedroe Portfolio looks like this:
15% U.S. Small Cap Value
7.5% ex-US Developed Markets Small Cap Value
7.5% Emerging Markets Small Cap Value
70% Intermediate Treasury Bonds

Utilizing some pretty new funds from Avantis with great factor loadings so far, we can construct the Larry Portfolio pie like this:
AVUV – 15%
AVDV – 8%
AVES – 7%
VGIT – 70%

Get the Larry Portfolio for M1 here: https://optimizedportfolio.com/go/swe...

Read the blog post here: https://www.optimizedportfolio.com/la...

#larryswedroe #lazyportfolios #smallcapvalue

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Disclaimer: This is not financial advice, investing advice, or tax advice. The information presented is for informational, educational, and entertainment purposes only. Investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. I always attempt to ensure the accuracy of information presented but that accuracy cannot be guaranteed. Do your own due diligence. All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future results. Opinions are my own and do not represent those of other parties mentioned. Read my lengthier disclaimer here: https://www.optimizedportfolio.com/te...

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