
How to Build a Forever Portfolio With Rob Berger
The Personal Finance Podcast
The Four Fund Portfolio as a Solid Foundation
The foundation portfolio involves four asset classes: US stocks, international stocks, total US bond ETF, and Treasury Inflation Protected Securities (TIPS). Adding TIPS to the bond portion is important as it protects against inflation, and total bond funds like B and D do not include TIPS. This four fund portfolio is considered a solid foundation for anyone, and the allocation between the two stock funds and bonds can be adjusted based on risk preference.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.