Simplest Portfolio to Hold Forever
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Created by gmartin1
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Date updated:03-14-2007

Want a simple, very easy way to make good/solid money over a long time without having to pay attention to the market's everyday gyrations? Why not try this very simple portfolio of ETFs.

It can be appropriate for those who do not want to want to monitor their portfolio and for those who may have not have much money to invest, or who may invest an amount each year.

symbol name last price % change open
  • +
  • VTI
    Vanguard Ttl Etf
  • $55.16
  • +0.58%
  • $55.00

The Vanguard Total Stock Market ETF represents the entire stock market. It comes with a very low expense ratio of .07% !

People owning VTI also tend to own: IFNMIDDEFAIYMIYRMMMCUT

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  • +
  • EFA
    Ishares Msci Eafe
  • $56.38
  • +1.40%
  • $55.93

iShares ETF represents much of the developed world including Japan, Western Europe and Australia. Expense ratio of .35% according to Morningstar www.ishares.com for more information.

People owning EFA also tend to own: AAPLBACBBYBGTCSCOCTSHDEO

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  • +
  • VWO
    Vangrd Emrg Mkt E
  • $40.78
  • +1.77%
  • $40.39

Vanguard ETF represents much of the emerging markets of the world such as Mexico, China, India, Korea, Taiwan, South Africa, and Russia. Since this is more volatile than VTI and EFA, you may want to reduce the weighting of this in the portfolio to 10-20%. Expense ratio of .30% according to Morningstar.

People owning VWO also tend to own: AAPLFCXMANMXNYXSWTIXXTO

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Start Price

Return Value

Start Date
VTI 138.45 -60.16% Mar 14th
EFA 72.83 -22.59% Mar 14th
VWO 74.47 -45.24% Mar 14th

Average return:

 -42.66%

Success rate:

 0%

Tracking Started: 03-14-2007

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