The Rick Ferri Core Four Portfolio is exposed for 80% on the Stock Market .

It's a Very High Risk portfolio and it can be replicated with 4 ETFs.

In the last 10 years, the portfolio obtained a 9.6% compound annual return, with a 10.33% standard deviation (Last Update: August 2019).

Asset Allocation and ETFs

The Rick Ferri Core Four Portfolio has the following asset allocation:

80% Stocks
20% Fixed Income
0% Commodities

The Rick Ferri Core Four Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
48.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
24.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
8.00 % VNQ Vanguard Real Estate Real Estate, U.S.
20.00 % BND Vanguard Total Bond Market Bond, U.S., All-Term

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

Historical Returns

Rick Ferri Core Four Portfolio - Historical returns and stats:

Swipe left to see all data
Range Returns
Aug 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.78%
-0.78%
Aug 2019 - Aug 2019
0 - 1
YTD
+14.59%
-4.20%
May 2019 - May 2019
6 - 2
1Y
+2.99%
13.56%
-10.12%
Sep 2018 - Dec 2018
7 - 5
3Y
+8.50%
annualized
8.92%
-10.12%
Sep 2018 - Dec 2018
28 - 8
5Y
+6.45%
annualized
9.10%
-10.12%
Sep 2018 - Dec 2018
40 - 20
10Y
+9.60%
annualized
10.33%
-15.17%
May 2011 - Sep 2011
79 - 41
MAX
Dec 1993
+8.01%
annualized
11.56%
-44.43%
Nov 2007 - Feb 2009
201 - 107

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
US Stocks
+13.36% 1 100 0 0
Warren Buffett
+12.24% 2 90 10 0
Core Four
Rick Ferri
+9.60% 4 80 20 0
Four Funds
Bogleheads
+9.06% 4 80 20 0
Three Funds
Bogleheads
+9.06% 3 80 20 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Rick Ferri Core Four Portfolio: annualized rolling and average returns

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Return (*)
Rolling Period Average Best Worst
1 Year
+8.92% +50.17%
Mar 2009 - Feb 2010
-37.84%
Mar 2008 - Feb 2009
2 Years
+8.58% +34.70%
Mar 2009 - Feb 2011
-21.60%
Mar 2007 - Feb 2009
3 Years
+8.23% +23.15%
Mar 2009 - Feb 2012
-11.08%
Mar 2006 - Feb 2009
5 Years
+7.69% +19.13%
Mar 2009 - Feb 2014
-2.71%
Mar 2004 - Feb 2009
7 Years
+7.22% +13.50%
Mar 2009 - Feb 2016
+0.61%
Mar 2002 - Feb 2009
10 Years
+7.15% +12.78%
Mar 2009 - Feb 2019
+0.83%
Mar 1999 - Feb 2009
15 Years
+6.99% +9.66%
Feb 2003 - Jan 2018
+4.79%
Mar 1994 - Feb 2009

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+14.59% 7.1 2.2 1.6 2.6 -4.2 5.2 0.4 -0.8
2018
-6.41% 3.3 -3.9 -0.7 0.3 1.2 0.2 2.4 1.5 -0.1 -6.0 1.8 -6.0
2017
+17.86% 1.9 2.5 0.6 1.2 1.3 0.8 1.9 0.4 1.6 1.5 1.8 1.2
2016
+8.53% -4.1 -0.4 6.3 0.7 0.8 0.9 3.4 -0.1 0.3 -2.1 1.0 1.9
2015
-0.67% -0.3 3.5 -0.7 0.9 0.2 -2.1 1.4 -5.4 -2.0 5.8 -0.2 -1.5
2014
+8.52% -2.3 4.2 0.4 0.8 1.9 1.8 -1.4 2.7 -2.8 2.4 1.5 -0.7
2013
+19.22% 3.3 0.5 2.3 2.4 -0.4 -2.0 4.1 -2.7 4.2 3.5 1.1 1.7
2012
+14.47% 4.7 3.3 1.6 -0.3 -6.0 3.9 1.0 2.0 1.9 -0.8 0.8 2.0
2011
-0.63% 1.5 2.9 -0.0 3.5 -1.0 -1.5 -1.2 -5.1 -7.3 9.0 -1.1 0.6
2010
+14.71% -3.3 2.5 5.4 1.5 -6.6 -3.3 6.7 -2.8 7.2 3.2 -1.0 5.4
2009
+26.02% -8.8 -8.8 6.7 10.4 6.6 -0.5 7.4 3.8 4.2 -2.4 4.8 2.1
2008
-29.77% -4.6 -1.5 0.2 4.1 1.1 -6.8 -0.9 -0.1 -7.2 -16.5 -5.6 5.0
2007
+6.37% 1.8 -0.7 1.0 3.0 2.4 -1.5 -2.4 1.2 3.9 2.7 -3.7 -1.2
2006
+17.60% 3.8 0.2 2.0 1.4 -2.9 0.4 0.8 2.3 1.5 3.4 2.7 1.1
2005
+8.20% -2.2 2.2 -1.9 -0.9 2.4 1.2 3.4 0.1 1.4 -2.4 3.3 1.5
2004
+14.45% 2.2 1.6 0.2 -3.6 1.3 1.9 -2.3 1.3 1.5 2.3 4.2 3.3
2003
+28.09% -2.4 -0.9 0.1 6.9 5.1 1.6 1.7 2.0 0.9 4.5 1.7 4.4
2002
-11.49% -1.4 -0.3 3.3 -1.6 -0.1 -3.9 -6.5 0.7 -7.0 3.8 4.1 -2.5
2001
-7.43% 2.5 -6.3 -4.7 5.7 -0.0 -1.0 -1.1 -2.7 -6.6 1.9 4.3 1.2
2000
-4.44% -3.5 2.0 4.1 -3.4 -2.2 3.7 -1.0 3.5 -2.9 -1.9 -5.1 2.7
1999
+18.14% 1.6 -2.8 3.2 4.3 -2.2 3.3 -1.4 -0.5 -1.1 3.9 2.6 6.3
1998
+15.32% 1.1 5.0 3.5 0.5 -1.6 1.8 -1.3 -11.4 3.5 5.9 4.5 4.0
1997
+18.08% 2.1 0.4 -2.4 2.3 5.4 4.1 5.0 -4.1 5.2 -3.7 1.7 1.5
1996
+14.61% 1.6 0.6 0.9 2.0 1.1 0.1 -3.4 1.8 3.7 1.1 4.8 -0.3
1995
+22.74% 0.3 1.4 2.8 2.3 2.4 1.4 3.3 0.1 2.5 -1.1 3.1 2.3
1994
+1.06% 4.3 -1.3 -3.7 1.1 0.4 -1.0 1.9 2.7 -2.1 1.2 -3.5 1.5

* Note:
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001

VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007

VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004

BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007