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Financial Fitness Forever by Richard Buck, Paul Merriman

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APPENDIX G“Lazy Portfolios”

In this appendix I look at a handful of proposed mutual fund portfolios designed for investors who don’t want to be bothered with a lot of details. After adjusting the allocation percentages so they have roughly equivalent levels of risk, I show how these portfolios performed in a recent 10-year period that included many challenges for investors.

Simplicity still holds a great allure for most of us. Financial writers and commentators are always looking for simple ways to build good portfolios from the offerings within a single mutual fund family.

The eight “lazy portfolios” included here are made up of Vanguard index funds. Each one was proposed as a one-time-only selection that could be purchased and then forgotten. ...

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