This article displays Daniel Solin portfolio. He is the author of the Smart Series. Here you will find asset allocation as well as performance for the many portfolios Daniel Solin has constructed.
Daniel Solin Portfolios: Smart Investing, Simple
Contents
- 1 Daniel Solin Portfolios: Smart Investing, Simple
- 1.1 Who is Daniel Solin?
- 1.2 What is special about Daniel Solin’s portfolios?
- 1.3 Performance of Daniel Solin’s portfolios
- 1.4 Asset Allocation of Daniel Solin’s portfolios
- 1.4.1 Dan Solin, SuperSmart Portfolio, Low Risk
- 1.4.2 Dan Solin, SuperSmart Portfolio, Medium
- 1.4.3 Dan Solin, SuperSmart Portfolio, Medium-High Risk
- 1.4.4 Dan Solin, SuperSmart Portfolio, High Risk
- 1.4.5 Dan Solin, The Smartest ETF Portfolio, Low Risk
- 1.4.6 Dan Solin, The Smartest ETF Portfolio, Medium-Low Risk
- 1.4.7 Dan Solin, The Smartest ETF Portfolio, Medium Risk
- 1.4.8 Dan Solin, The Smartest ETF Portfolio, Medium-High Risk
- 1.4.9 Dan Solin, The Smartest ETF Portfolio, High Risk
- 1.4.10 Dan Solin, The Smartest Index Portfolio, Low Risk
- 1.4.11 Dan Solin, The Smartest Index Portfolio, Medium-Low Risk
- 1.4.12 Dan Solin, The Smartest Index Portfolio, Medium Risk
- 1.4.13 Dan Solin, The Smartest Index Portfolio, Medium-High Risk
- 1.4.14 Dan Solin, The Smartest Index Portfolio, High Risk
- 1.5 Dan Solin resources
- 1.6 Conclusion
Who is Daniel Solin?
Daniel Solin is a veteran in the investment industry and is considered one of the good guys in investing. Read Who Are The 3 Good Guys In Investing? He has served at Index Fund Advisors and Buckingham Strategic Wealth (in company with Larry Swedroe, Tim Maurer).
He is the author of the Smart Series which helps you invest, manage your finances and plan your retirement. Small books that will make a massive impact on your life.
They are excellent. We are big fans of Dan Solin. They include:
- The Smartest Investment Book You’ll Ever Read: The Proven Way to Beat the “Pros” and Take Control of Your Financial Future
- and The Smartest Portfolio You’ll Ever Own: A Do-It-Yourself Breakthrough Strategy.
What is special about Daniel Solin’s portfolios?
Daniel Solin portfolios are great because they cover the entire spectrum of investment goals. They are also simple and use only a few asset classes to achieve great results. For instance, Daniel Solin’s SuperSmart portfolio high-risk has beaten the market since 1989.
Daniel Solin has managed to make portfolios that cater to everyone. He has a simple portfolio with only two funds (Total world stock fund and bond fund). But he has a portfolio that is more complicated but which does much better.
His influence from Index Fund Advisors and Buckingham Strategic Wealth Advisors can be seen in that Daniel Solin favors value and small caps as his preferred tilts. Value and small-cap stocks asset classes have historically outperformed the broader market. Larry Swedroe from Buckingham has a similar smart portfolio as Daniel Solin. IFA’s portfolios also tilt their portfolios towards small cap and value. You can read our article on IFA portfolios Index Fund Advisors: Market Beating Portfolios.
His books are special because they give concrete advice and no-frills warnings about the stock market. They are without a doubt some of our favorite investing books and are on our short-list of all-time-best investment books.
Performance of Daniel Solin’s portfolios
| Portfolio Name | Number of asset classes | 1 year return 2018 | YTD (November 2019) | 10 year return | Drawdown | Risk Level | Market Correlation | Dollar Value |
|---|---|---|---|---|---|---|---|---|
| S&P 500 (Benchmark) | 1 | -4.52% | 22.53% | 12.97% | -37.71% | 5 - very high risk | 0.99 | $167,045.76 |
| Dan Solin SuperSmart Portfolio, Low Risk | 8 | -1.18% | 5.75% | 3.30% | -2.57% | 1 - very low risk | 0.64 | $54,852.25 |
| Dan Solin SuperSmart Portfolio, Medium-Low Risk | 8 | -3.71% | 8.76% | 5.44% | -11.82% | 1 - very low risk | 0.84 | $77,140.41 |
| Dan Solin SuperSmart Portfolio, Medium | 8 | -6.24% | 11.76% | 7.50% | -21.06% | 3 - medium risk | 0.88 | $104,316.36 |
| Dan Solin SuperSmart Portfolio, Medium-High Risk | 8 | -8.77% | 14.77% | 9.50% | -30.31% | 4 - high risk | 0.88 | $135,465.72 |
| Dan Solin SuperSmart Portfolio, High Risk | 7 | -11.30% | 17.78% | 11.42% | -39.56% | 5 - very high risk | 0.88 | $168,455.69 |
| Dan Solin The Smartest ETF Portfolio, Low Risk | 2 | -0.86% | 5.96% | 2.90% | -3.03% | 1 - very low risk | 0.73 | $46,268.08 |
| Dan Solin The Smartest ETF Portfolio, Medium-Low Risk | 2 | -3.08% | 9.18% | 4.64% | -12.74% | 2 - low risk | 0.91 | $54,819.79 |
| Dan Solin The Smartest ETF Portfolio, Medium Risk | 2 | -5.30% | 12.40% | 6.31% | -22.46% | 3 - medium risk | 0.91 | $62,282.75 |
| Dan Solin The Smartest ETF Portfolio, Medium-High Risk | 2 | -7.51% | 15.62% | 7.92% | -32.17% | 4 - high risk | 0.91 | $67,641.97 |
| Dan Solin The Smartest ETF Portfolio, High Risk | 1 | -9.73% | 18.83% | 9.47% | -41.88% | 5 - very high risk | 0.9 | $69,869.99 |
| Dan Solin The Smartest Index Portfolio, Low Risk | 3 | -1.70% | 10.56% | 5.00% | -3.79% | 1 - very low risk | 0.73 | $68,435.86 |
| Dan Solin The Smartest Index Portfolio, Medium-Low Risk | 3 | -3.28% | 12.88% | 6.63% | -12.63% | 2 - low risk | 0.93 | $81,715.18 |
| Dan Solin The Smartest Index Portfolio, Medium Risk | 3 | -4.86% | 15.19% | 8.19% | -21.47% | 3 - medium risk | 0.97 | $94,109.79 |
| Dan Solin The Smartest Index Portfolio, Medium-High Risk | 3 | -6.44% | 17.51% | 9.70% | -30.31% | 4 - high risk | 0.98 | $104,308.51 |
| Dan Solin The Smartest Index Portfolio, High Risk | 2 | -8.01% | 19.83% | 11.15% | -39.16% | 5 - very high risk | 0.97 | $110,873.71 |
Asset Allocation of Daniel Solin’s portfolios
Dan Solin, SuperSmart Portfolio, Low Risk
- 4.00% US Large Cap (VV)
- 4.00% US Mid Cap Value (JKI)
- 4.00% US Small Cap Value (VIOV)
- 2.00% REIT (VNQ)
- 2.00% Emerging Markets (VWO)
- 2.00% International Lg Cap Value (EFV)
- 2.00% Intl Sm Cap Blend (VSS)
- 80.00% Short Term Treasury (VGSH)
Dan Solin, SuperSmart Portfolio, Medium
- 12.00% US Large Cap (VV)
- 12.00% US Mid Cap Value (JKI)
- 12.00% US Small Cap Value (VIOV)
- 6.00% REIT (VNQ)
- 6.00% Emerging Markets (VWO)
- 6.00% International Lg Cap Value (EFV)
- 6.00% Intl Sm Cap Blend (VSS)
- 40.00% Short Term Treasury (VGSH)
Dan Solin, SuperSmart Portfolio, Medium-High Risk
- 16.00% US Large Cap (VV)
- 16.00% US Mid Cap Value (JKI)
- 16.00% US Small Cap Value (VIOV)
- 8.00% REIT (VNQ)
- 8.00% Emerging Markets (VWO)
- 8.00% International Lg Cap Value (EFV)
- 8.00% Intl Sm Cap Blend (VSS)
- 20.00% Short Term Treasury (VGSH)
Dan Solin, SuperSmart Portfolio, High Risk
- 20.00% US Large Cap (VV)
- 20.00% US Mid Cap Value (JKI)
- 20.00% US Small Cap Value (VIOV)
- 10.00% REIT (VNQ)
- 10.00% Emerging Markets (VWO)
- 10.00% International Lg Cap Value (EFV)
- 10.00% Intl Sm Cap Blend (VSS)
Dan Solin, The Smartest ETF Portfolio, Low Risk
- 80.00% Short Term Treasury (VGSH)
- 20.00% All World Stock
Dan Solin, The Smartest ETF Portfolio, Medium-Low Risk
- 60.00% Short Term Treasury (VGSH)
- 40.00% All World Stock (VT)
Dan Solin, The Smartest ETF Portfolio, Medium Risk
- 40.00% Short Term Treasury (VGSH)
- 60.00% All World Stock (VT)
Dan Solin, The Smartest ETF Portfolio, Medium-High Risk
- 20.00% Short Term Treasury (VGSH)
- 80.00% All World Stock (VT)
Dan Solin, The Smartest ETF Portfolio, High Risk
- 100.00% All World Stock (VT)
Dan Solin, The Smartest Index Portfolio, Low Risk
- 14.00% US Total Stock Market (VTI)
- 6.00% Int. Large Cap Blend (all-world ex-us) (VEU)
- 80.00% Total US Bond Market (BND)
Dan Solin, The Smartest Index Portfolio, Medium-Low Risk
- 28.00% US Total Stock Market (VTI)
- 12.00% Int. Large Cap Blend (all-world ex-us) (VEU)
- 60.00% Total US Bond Market (BND)
Dan Solin, The Smartest Index Portfolio, Medium Risk
- 42.00% US Total Stock Market (VTI)
- 18.00% Int. Large Cap Blend (all-world ex-us) (VEU)
- 40.00% Total US Bond Market (BND)
Dan Solin, The Smartest Index Portfolio, Medium-High Risk
- 56.00% US Total Stock Market (VTI)
- 24.00% Int. Large Cap Blend (all-world ex-us) (VEU)
- 20.00% Total US Bond Market (BND)
Dan Solin, The Smartest Index Portfolio, High Risk
- 70.00% US Total Stock Market (VTI)
- 30.00% Int. Large Cap Blend (all-world ex-us) (VEU)
Find the best ETFs and mutual funds in our updated article What Is The Best ETF And Mutual Fund?
Dan Solin resources
Youtube
Dan Solin has a youtube channel. Here he presents short investing wisdom tips. You should check them out.
Dan Solin’s bestselling books
Dan Solin’s website
Conclusion
Which portfolio do you use?
After having read up on Daniel Solin’s portfolios I encourage you to find other great portfolios right here on portfolioeinstein.com.
If you have suggestions to new portfolios be sure to add them in comments or reach out to me.
I would love hearing from you!
