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 | 3/31/2026 |
| Next Optimization | 4/30/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| VFITX | 89.02% | $8,902 |
| VIVAX | 6.85% | $685 |
| VTMGX | 1.59% | $159 |
| ^GSPC | 2.53% | $253 |
| Total | 100.00% | $10,000 |