Build Bogleheads Three Fund Portfolio With ETFs
What is the Three Fund Portfolio? The three-fund portfolio is a lazy portfolio that consists of …
What is Dan Solin’s portfolio?
Dan Solin’s portfolios are exposed to between 20% 20 100% stocks and, 0% to 80% bonds. They include small caps. They can be built with just a few ETFs.
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How Do You Build Dan Solin’s Portfolios with ETFs?
Here is how you build Dan Solin’s portfolios with ETFs. This is the Smartest Index Portfolio, Medium-High Riskportfolio.
- 56.00% US Total Stock Market (VTI)
- 24.00% International Large Cap Blend (All-world ex-us)(VEU)
- 20.00% Total US Bond Market(BND)
What is the historical return Of Dan Solin’s portfolios?
Below you can see the historical return for Dan Solin’s portfolios.
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 |
|---|---|---|---|---|---|---|---|---|
| Dan Solin SuperSmart Portfolio, Low Risk | -7.76 | 4.37 | 3.29 | 5.57 | 4.09 | -2.62% | 0.07% | 1.7 |
| Dan Solin SuperSmart Portfolio, Medium-Low Risk | -10.29 | 9.33 | 5.51 | 7.01 | 6.71 | -11.84% | 0.10% | 1.9 |
| Dan Solin SuperSmart Portfolio, Medium | -12.81 | 14.3 | 7.68 | 8.33 | 9.86 | -21.07% | 0.12% | 2.11 |
| Dan Solin SuperSmart Portfolio, Medium-High Risk | -15.34 | 19.27 | 9.79 | 9.51 | 13.17 | -30.29% | 0.14% | 2.32 |
| Dan Solin SuperSmart Portfolio, High Risk | -17.86 | 24.23 | 11.85 | 10.55 | 16.53 | -39.51% | 0.17% | 2.53 |
| Dan Solin The Smartest ETF Portfolio, Low Risk | -8.57 | 3.17 | 3.34 | 5.13 | 3.93 | -3.19% | 0.06% | 1.65 |
| Dan Solin The Smartest ETF Portfolio, Medium-Low Risk | -11.9 | 6.95 | 5.6 | 6.09 | 6.77 | -12.98% | 0.06% | 1.8 |
| Dan Solin The Smartest ETF Portfolio, Medium Risk | -15.23 | 10.72 | 7.82 | 6.92 | 10.18 | -22.77% | 0.07% | 1.96 |
| Dan Solin The Smartest ETF Portfolio, Medium-High Risk | -18.56 | 14.5 | 10.0 | 7.6 | 13.73 | -32.56% | 0.07% | 2.11 |
| Dan Solin The Smartest ETF Portfolio, High Risk | -21.89 | 18.27 | 12.13 | 8.1 | 17.35 | -42.34% | 0.08% | 2.27 |
| Dan Solin The Smartest Index Portfolio, Low Risk | -17.85 | 2.6 | 5.11 | 6.81 | 5.22 | -3.71% | 0.04% | 2.08 |
| Dan Solin The Smartest Index Portfolio, Medium-Low Risk | -18.71 | 7.07 | 7.33 | 7.7 | 7.5 | -12.56% | 0.04% | 2.03 |
| Dan Solin The Smartest Index Portfolio, Medium Risk | -19.57 | 11.53 | 9.51 | 8.46 | 10.41 | -21.41% | 0.04% | 1.98 |
| Dan Solin The Smartest Index Portfolio, Medium-High Risk | -20.43 | 15.99 | 11.65 | 9.08 | 13.56 | -30.27% | 0.04% | 1.93 |
| Dan Solin The Smartest Index Portfolio, High Risk | -21.29 | 20.45 | 13.74 | 9.57 | 16.8 | -39.12% | 0.05% | 1.88 |
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 Dan Solin’s portfolio compare to the best portfolios?
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% |
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 worked at Index Fund Advisors and Buckingham Strategic Wealth in company with Larry Swedroe and Tim Maurer).
Daniel Solin 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.
What are some of Dan Solin’s best books?
Here are two of the best book that Dan Solin has written.
The Smartest Investment Book You’ll Ever Read: The Proven Way to Beat the Pros and Take Control of Your Financial Future
Daniel Solin - The Smartest Portfolio You'll Ever Own: A Do-It-Yourself Breakthrough Strategy
What is special about Daniel Solin’s portfolios?
Daniel Solin’s investment portfolios are great because they cover the entire spectrum of investment goals. The investment portfolios are 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 a bond fund). But he also has a portfolio that is more complicated but which in turn 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. Tilts mean that you overweight your asset allocation towards a certain asset class. Value and small-cap stock 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 unique 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.
What is the 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% REITs (VNQ)
- 2.00% Emerging Markets (VWO)
- 2.00% International Large Cap Value (EFV)
- 2.00% International Small 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% REITs (VNQ)
- 6.00% Emerging Markets (VWO)
- 6.00% International Large Cap Value (EFV)
- 6.00% International Small 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% REITs (VNQ)
- 8.00% Emerging Markets (VWO)
- 8.00% International Large Cap Value(EFV)
- 8.00% International Small Cap Blend (VSS)
- 20.00% Short Term Treasury(VGSH)
Dan Solin, SuperSmart Portfolio, High Risk
This portfolio is part of Portfolio Einstein Gold, Premium Portfolios.
Dan Solin, The Smartest ETF Portfolio, Low Risk
- 80.00% Short Term Treasury (VGSH)
- 20.00% All World Stock (VT)
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% International 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% International 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% International 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% International 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% International Large Cap Blend (all-world ex-us)(VEU)
Where can I learn more about Dan Solin?
Dan Solin has a youtube channel. Here he presents short investing wisdom tips. You should check them out.
Dan Solin’s best selling books
Daniel Solin - The Smartest Portfolio You'll Ever Own: A Do-It-Yourself Breakthrough Strategy
Dan Solin’s website
Suggestions for your next steps
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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.
