My free Core-4® Portfolio website provides a few examples of simple do-it-yourself (DIY) portfolios. These are ONLY examples. They are not a recommendation.
The six unique Core-4® Portfolios have four funds each, and each portfolio has four risk allocation strategies. Select your allocation between stocks and bonds, then choose a portfolio model that suits your tastes and personal needs, pick the funds or ETFs to represent each asset class, and implement your Core-4® Portfolio at the custodian of your choice. It’s that easy, and there is no cost for personal use.
Need more help? That’s where my investment service comes in. My goal is to help you convert from your complex portfolio to a simpler one that’s less costly, more tax-efficient, and easy for you to implement and maintain. I can assist with many aspects of investing, including portfolio restructuring, asset allocation, fund selection, tax management, and other investment issues. I can also help select a low-fee investment adviser if you decide to have someone else implement the portfolio of that’s your desire.
Custom Core-4® Portfolios are also available for retirement plan sponsors, fund companies, investment advisers, and other business users. The portfolios are always free, but a licensing fee may apply for use of the Core-4® trademark.
Contact Rick for more information.
Core-4® is a registered trademark of Rick Ferri, LLC.