Recommended Resources:

• Unconventional Success by David Swenson
• William Bernstein's books on Asset Allocation
• PortfolioVisualizer.com
• Bogleheads Forum (Simba's backtesting spreadsheet)
• PortfolioCharts.com

How to connect with Value Stock Geek

• Follow his work on Twitter: @ValueStockGeek
• Check out his website:
  • ValueStockGeek.com
  • Lazy Portfolio

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If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience. 

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Twitter Handle: @TreyHenninger

YouTube Channel: DIY Investing

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You can find out more information by listening to episode 11 of this podcast.

Show Outline: Interview with Value Stock Geek

The full show notes for this episode are available at https://www.diyinvesting.org/Episode62

Passive Asset Allocation Strategy

• Why should active investors have a passive asset allocation strategy?
• Goals of a passive investing strategy as compared to active investing
• Principles used to create the strategy
• Are bond allocations obsolete with interest rates so low?
• Backtesting performance and planning for the future

Portfolio Allocation

• US Small Cap Value: VBR (0.12% expense ratio)
• International Small Cap Stocks: VSS (0.12% expense ratio)
• REITs: VNQ (0.12% expense ratio)
• Long-Term US Bonds: VGLT (0.07% expense ratio)
• TIPS: VTIP (0.06% expense ratio)
• Equal weighted at 20%