Weird Portfolio
Value Stock Geek
In brief
A six-sleeve portfolio combining small-company stocks, real estate, long Treasuries, and gold.
Profile sources: Portfolio Charts
- Published
- Last reviewed
At a glance
6 asset sleeves
Rebalance annually.
Growth assets
40%
Bonds & reserves
20%
Other diversifiers
40%
Target allocation
What the portfolio holds
U.S. small-cap value
AVUVAVUV
20%
Developed ex-U.S. small-cap stocks
SCZSCZ
20%
Long-term U.S. Treasuries
TLTTLT
20%
U.S. REITs
VNQVNQ
10%
International REITs
VNQIVNQI
10%
Gold
IAUIAU
20%
Tickers are liquid U.S.-listed examples, not recommendations or exact historical fund selections.
Allocation sources: Portfolio Charts
Decision context
Potential advantages and trade-offs
These observations follow from the displayed allocation and implementation. They are not a recommendation or a prediction of future performance.
Potential advantages
- Spreads its target allocation across 6 distinct sleeves rather than relying on a single holding.
- Combines growth assets with bonds or reserves instead of depending on one broad asset class.
- Includes non-U.S. exposure, reducing exclusive dependence on one national market.
- Includes a diversifying sleeve outside conventional broad stocks and nominal bonds.
Important trade-offs
- Long-duration Treasury exposure can be highly sensitive to changes in long-term interest rates.
- Alternative sleeves can behave differently from familiar stock-and-bond benchmarks and may add fund cost or tracking differences.
- Representative ETF results can differ from the originator's indexes, funds, taxes, fees, and execution.
Portfolio Visualizer
Compare historical performance
Backtest this allocation beside two familiar U.S. equity benchmarks. The comparison starts with $10,000, reinvests dividends, and rebalances annually.
Growth of $10,000
Monthly total returns · maximum available history
Portfolio 1
Weird Portfolio
Target allocation from this profile
Portfolio 2
S&P 500
SPY benchmark
Portfolio 3
Nasdaq-100
QQQ benchmark
Portfolio Visualizer opens in a new tab because its site does not support embedded frames. Results begin at the latest common inception date for the selected funds.
Implementation note
The ETFs are investable proxies for the published asset classes. Results depend on fund inception dates, fees, taxes, and tracking differences.
Sources and context
Target allocations are educational examples, not personalized advice. Fund availability, taxes, trading costs, account type, time horizon, and capacity for loss can all change the appropriate implementation. Historical diversification does not guarantee future results.
Sources document the strategy, underlying methodology, or the representative funds used here. ETF tickers are illustrative U.S.-listed implementations and may differ from an originator’s original funds or current model.