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 Optimization | 12/31/2025 |
| Next Optimization | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
SPYSIM | 7.80% | $780 |
VTVSIM | 14.41% | $1,441 |
VBRSIM | 6.16% | $616 |
VBSIM | 4.57% | $457 |
VEASIM | 13.57% | $1,357 |
IEFSIM | 45.33% | $4,533 |
REITSIM | 8.17% | $817 |
| Total | 100.00% | $10,000 |