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P Richard Ferri Personal Retirement Savings Portfolio
0.17%January 08 | MyPlanIQ portfolio symbol P_33797

  • Portfolio Overview
  • Asset Allocation and ETFs
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


Based on an article on New York Times on Richard Ferri's personal portfolio.

See alo Richard Ferri Personal Retirement Savings Lazy Portfolio for a plan using the funds in this portfolio.


Asset Allocation


Symbol Category/Sector Target Weight
VTI
Vanguard Total Stock Market ETF
US Equity 34%
IJS
iShares S&P Small-Cap 600 Value ETF
US Equity 10%
BRSIX
ULTRA-SMALL COMPANY MARKET FUND CLASS N
US Equity 4%
VNQ
Vanguard Real Estate ETF
Real Estate 8%
VPL
Vanguard FTSE Pacific ETF
International Equity 7%
VGK
Vanguard FTSE Europe ETF
International Equity 7%
DLS
WisdomTree International SmallCap Dividend Fund
International Equity 5%
VWO
Vanguard FTSE Emerging Markets ETF
International Equity 5%
BND
Vanguard Total Bond Market ETF
Fixed Income 12%
VIPSX
VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES
Fixed Income 4%
VWEHX
VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES
Fixed Income 4%


Historical Performance


P Richard Ferri Personal Retirement Savings Portfolio Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
P Richard Ferri Personal Retirement Savings Portfolio -0.07% 11.44% 2.54% 5.44% 5.67% 7.15% NA 5.66%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.64% 25.78% 9.74% 14.44% 13.04% 13.59% 10.37% 10.59%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.16% 11.15% 2.90% 5.94% 6.05% 6.80% 5.91% 5.33%
Data as of 01/08/2025, AR inception is 12/31/2007

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P Richard Ferri Personal Retirement Savings Portfolio Historical Return Chart


Calculators


Dollar Cost Average Calculator for P Richard Ferri Personal Retirement Savings Portfolio

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Retirement Spending Calculator for P Richard Ferri Personal Retirement Savings Portfolio

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Rolling Returns


From 12/31/2007 to 01/08/2025, the worst annualized return of 3-year rolling returns for P Richard Ferri Personal Retirement Savings Portfolio is -1.65%.
From 12/31/2007 to 01/08/2025, the worst annualized return of 5-year rolling returns for P Richard Ferri Personal Retirement Savings Portfolio is 0.58%.
From 12/31/2007 to 01/08/2025, the worst annualized return of 10-year rolling returns for P Richard Ferri Personal Retirement Savings Portfolio is 4%.

Maximum Drawdown

P Richard Ferri Personal Retirement Savings Portfolio Maximum Drawdown