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Three fund portfolio using inflation indexed bonds

The Taylor Larimore three-fund portfolio is a portfolio design consisting of three “total” market index funds covering the US stock market, the international stock market, and the US taxable investment grade bond market.  Newspaper columnist Scott Burns has suggested a

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Three fund portfolios for taxable accounts

The Taylor Larimore three-fund portfolio is a portfolio design consisting of three “total” market index funds covering the US stock market, the international stock market, and the US taxable investment grade bond market. However, investors with large taxable accounts and

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Lazy Portfolios in 2016

The following table lists 2016 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as  60/40 stock/bond portfolios. Other portfolios (Armstrong Ideal and Swensen) are designed as 70/30 stock/bond portfolios.  The two-fund,

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A Three Fund Portfolio tailored for stable retirement spending

Bobcat2 has long been a proponent of applying the life cycle financial model of modern finance economics to the problem of creating a secure base of retirement income. In this guest post, he shows how a simple three-fund portfolio can

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Lazy Portfolios in 2015

The following table lists 2015 total returns for various examples of “lazy portfolios”. Some of the portfolios (Coffeehouse and Coward’s) are designed as  60/40 stock/bond portfolios. Other portfolios (Ideal and Swensen) are designed as 70/30 stock/bond portfolios.  The two-fund, three-fund,

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Three fund portfolio 2015 update

The three-fund portfolio, is a portfolio design consisting of three “total” market index funds, covering the US stock market, the international stock market, and the US taxable investment grade bond market. Investors were able to implement this portfolio beginning in

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Three-Fund Portfolio Returns

The three-fund portfolio, is a portfolio design consisting of three “total” market index funds, covering the US stock market, the international stock market, and the US taxable investment grade bond market. Investors were able to implement this portfolio beginning in

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Posted in Portfolios

Taylor Larimore: Three fund portfolio

Author Taylor Larimore is a proponent of using a simple three-fund  portfolio, consisting of  a US total  stock market  index fund; a total market international stock index fund;  and a US total bond market index fund. The allocation of these

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