Margarita Portfolio Review (Scott Burns) and ETFs
Get this portfolio here: https://optimizedportfolio.com/go/mar...
// TIMESTAMPS:
00:00 - Intro
00:10 - Who Is Scott Burns?
00:19 - What Is the Margarita Portfolio?
00:51 - Performance
01:14 - Review
01:43 - How To Build with ETFs
02:00 - Conclusion & Outro
// SUMMARY:
The Margarita Portfolio was created by investing writer Scott Burns. Here we’ll take a look at its components, historical performance, and the best ETFs to use in its implementation. Scott Burns, creator of the Margarita Portfolio, is a finance columnist and co-founder of AssetBuilder.com. He also created the famous Couch Potato Portfolio. Scott Burns proposed the Margarita Portfolio in 2004. The Margarita Portfolio definitely qualifies as a lazy portfolio; it's composed of only 3 assets at equal weights:
34% Total US Stock Market
33% Total International Stock Market
33% Inflation-Protected Treasury Bonds (TIPS)
Burns named it the Margarita Portfolio because he maintains that “the traditional margarita is the best,” the recipe for which he states as “one part tequila, one part triple sec, and one part fresh lime juice.”
I like TIPS, but it seems strange and suboptimal to use them as the sole fixed income asset here. I'd prefer nominal intermediate-term treasury bonds. Were I to implement the Margarita Portfolio allocations, I would use intermediate or long treasuries, or split the bonds evenly between nominal and real bonds.
I do at least like that the Margarita Portfolio gives a heavy allocation to international stocks. That allowed the Margarita Portfolio to significantly outperform the S&P 500 in the early 2000's.
Utilizing 2 low-cost funds from Vanguard and 1 from iShares, we can construct the Margarita Portfolio Pie like this: VTI at 34%, VXUS at 33%, and SCHP at 33%.
I'd be more likely to use nominal bonds. That basically becomes a version of the famous Bogleheads 3 Fund Portfolio.
Invest in the Margarita Portfolio here: https://optimizedportfolio.com/go/mar...
Read the blog post here: https://www.optimizedportfolio.com/ma...
#scottburns #lazyportfolio #lazyportfolios
// INVEST
► M1 Finance: https://optimizedportfolio.com/go/m1
► My comprehensive review of M1 Finance: https://www.optimizedportfolio.com/m1...
► Get my dividend portfolio: https://www.optimizedportfolio.com/m1...
► Lazy Portfolios: https://www.optimizedportfolio.com/la...
► Beginners’ reference guide (updated regularly): https://www.optimizedportfolio.com/be...
► Webull (for stock traders; get 2 free stocks): https://act.webull.com/kol-us/share.h...
// SOCIAL
► Website: https://www.optimizedportfolio.com/
► Patreon: / optimizedportfolio
► Facebook: / optimizedportfolio
► Instagram: / optimizedportfolio
► Twitter: / optimizedport
► Support my channel by shopping on Amazon (free for you): https://amzn.to/2TLCgCc
I appreciate all the support!
Disclaimer: This is not financial advice, investing advice, or tax advice. The information presented is for informational, educational, and entertainment purposes only. Investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. I always attempt to ensure the accuracy of information presented but that accuracy cannot be guaranteed. Do your own due diligence. All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future results. Opinions are my own and do not represent those of other parties mentioned. Read my lengthier disclaimer here: https://www.optimizedportfolio.com/te...
Disclosure: Some of the links above are referral links. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. This allows me to continue producing high-quality content on this channel and pays for the occasional cup of coffee. I have first-hand experience with every product or service I recommend, and I recommend them because I genuinely believe they are useful.
Watch video Margarita Portfolio Review (Scott Burns) and ETFs online without registration, duration hours minute second in high quality. This video was added by user Optimized Portfolio 14 January 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 1,742 once and liked it 67 people.