Build Charles Ellis Investment Portfolios With ETFs
What is Charles Ellis’ investment portfolio? Charles Ellis’ investment portfolio can be built …
What is The Talmud portfolio?
The Talmud portfolio can be built with just 3 ETFs. It is exposed to 66.66% equities and 33.33% bonds.
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How do you build the Talmud portfolio?
Here is how you build the Talmud portfolio with ETFs
- 33.33% Total US Market (VTI)
- 33.33% Real Estate – REITs (VNQ)
- 33.33% Total Bond Market (BND)
What is the historical return of the Talmud portfolio?
The Talmud portfolio has performed wonderfully for over 3000 years!
Portfolio data was last updated on 11th of November 2022, 11:40 ET
| Name | Year to date | Return in 2021 | 10 year return | CAGR since 1989 (%) | STDEV | Draw Down | Expense ratio | Yield |
|---|---|---|---|---|---|---|---|---|
| The Talmud Portfolio | -21.68 | 21.49 | 10.55 | 9.81 | 10.51 | -24.00% | 0.06% | 2.27 |
Here is what the table is showing you
Year to date: This shows what the portfolio has returned this year starting from the first trading day of the year.
10 Year return: This shows the compounded annualized growth rate over a ten-year period. The current year is excluded from calculations.
CAGR since 1989: This shows the compounded annualized growth rate since 1989. The current year is excluded from calculations.
Expense ratio: This shows the cost of holding the portfolio if you were to construct the portfolio using the proposed ETFs.
Yield: This is the expected dividend yield of the portfolio.
Please note that past performance is not a guarantee of future returns.
How does the Talmud portfolio compare to the best portfolios that we have tested?
Below you can see the returns of the best portfolios that we have benchmarked.
| Name | See Portfolio | Year to date | Return in 2021 | 10 year return | CAGR since 1989 (%) | Draw Down |
|---|---|---|---|---|---|---|
| Premium Portfolio |  | -20.97 | 32.14 | 13.2 | 11.81 | -35.43% |
| Premium Portfolio | | -18.7 | 28.78 | 16.52 | 11.28 | -37.63% |
| Premium Portfolio | | -19.64 | 25.67 | 16.29 | 11.25 | -37.00% |
| Premium Portfolio | | -23.99 | 13.49 | 11.03 | 11.21 | -44.87% |
| Premium Portfolio | | -12.0 | 28.17 | 14.47 | 11.14 | -35.26% |
| Premium Portfolio | | -14.9 | 24.75 | 11.85 | 10.99 | -36.46% |
| Premium Portfolio | | -14.79 | 29.02 | 13.15 | 10.99 | -40.85% |
| Premium Portfolio | | -20.6 | 20.7 | 11.45 | 10.93 | -37.91% |
| Premium Portfolio | | -15.12 | 24.51 | 11.87 | 10.88 | -36.35% |
| Premium Portfolio | | -19.38 | 22.92 | 14.99 | 10.85 | -32.77% |
What is the Talmud portfolio?
“Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve.”
-The Talmud
So it is written in the Talmud, a record of debates among rabbis about Jewish law dating as early as 1200 B.C.
The portfolio has performed surprisingly well over the decades. You could also keep 1/3 in cash instead of bonds.
The Talmud portfolio is a conservative portfolio because it has 33.33% in bonds. Bonds are not as volatile as stocks but they also provide a lower return than bonds.
John Bogle mentions the Talmud portfolio in his book Common Sense on Mutual Funds.
Suggestions for your next steps
Finding the right portfolio is hard. Maintaining your portfolio is also daunting.
If you want access to our high-performing portfolios then you want to take a look at the premium portfolios.
This is a paid product that gives you the 20 best-performing portfolios since 1989. The portfolios represent a great opportunity low-cost for you to get more money from your investment portfolios. We think it’s a no-brainer. The 20 portfolios are the best among the literally hundreds of other portfolios we have benchmarked since we started.
You stand to gain thousands more dollars EACH YEAR for the price of a few months of Netflix.
If you have already committed to a portfolio – good for you! If you need help maintaining the portfolio you will find our rebalance worksheet useful.
Rebalancing your portfolio lowers your risk and may provide higher returns in the long run. It is completely FREE.
You can find the rebalance worksheet in our article Here Is The Most Easy To Use Portfolio Rebalance Tool.
Rebalancing lowers your portfolio risk and can increase your returns.
