Bill Schulthei's classic “lazy but sliced” 60/40 portfolio that adds value, small-cap, international, and REIT sleeves without becoming unmanageably complex.
| Description | Date |
|---|---|
| Last Rebalance | 12/31/2025 |
| Next Rebalance | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| DFSVX | 10.81% | $1,081 |
| NAESX | 10.47% | $1,047 |
| VFITX | 37.95% | $3,795 |
| VGSIX | 10.36% | $1,036 |
| VIVAX | 10.20% | $1,020 |
| VTMGX | 10.33% | $1,033 |
| ^GSPC | 9.87% | $987 |
| Total | 100.00% | $10,000 |