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David Booth Portfolios: Home Runs For Days

David Booth of DFA has suggested some fantastic portfolios. Here you will find some of the best portfolios you will meet

This is the article detailing the investment portfolios of David Booth. You will asset allocation and performance measurements here.

Co-founder and former CEO of Dimensional Fund Advisors (DFA) David Booth propose several portfolios in his article “Index and Enhanced Index Funds”.

David Booth Portfolios: Home Runs For Days

What is special about the David Booth Portfolios?

The Dimensional Fund Advisor methodology is weighted towards value and small-cap. This is no surprise as two of the investment committee members of DFA are Eugene Fama and Kenneth French. They pioneered the model for describing asset class premia. Value and small-cap are among those asset classes that have the highest returns. The impact on investing by Fama cannot be understated and is eloquently detailed in The Myth of the Rational Market by Justin Fox.

 justin-fox-myth-of-the-rational-market

Performance of the David Booth Portfolios

Portfolio nameAsset class count1 year return (2019)Year to date10 year returnCAGR since 1989DrawdownRisk LevelExpense ratioYield
David Booth (DFA) Fixed Income Portfolio46.94%1.25%2.29%4.39%-0.18%1 - very low risk0.06%1.73%
David Booth (DFA) Conservative Portfolio1510.55%1.04%4.09%5.81%-3.04%1 - very low risk0.08%1.90%
David Booth (DFA) Moderate Portfolio1514.16%0.83%5.84%7.11%-12.14%1 - very low risk0.10%2.07%
David Booth (DFA) Normal Portfolio1517.76%0.62%7.54%8.29%-21.24%3 - medium risk0.12%2.24%
David Booth (DFA) Aggressive Portfolio1521.37%0.42%9.19%9.34%-30.35%4 - high risk0.15%2.41%
David Booth (DFA) Equity Portfolio1124.98%0.21%10.79%10.24%-39.45%5 - very high risk0.17%2.58%

Asset Allocation of David Booth Portfolios

Pie chart of the David Booth Aggressive Portfolio

David-Booth-Aggressive-Portfolio

David Booth (DFA) Equity Portfolio                        

  • 20.00%  US Large Cap Value         (VTV)
  • 20.00%  US Large Cap      (VV)
  • 10.00%  US Small Cap Value         (VIOV)
  • 10.00%  US Small Cap      (VIOO)
  • 10.00%  REITs     (VNQ)
  • 3.00%    Emerging Markets           (VWO)
  • 10.00%  International Large Cap Value     (EFV)
  • 5.00%    International Small Cap Blend             (VSS)
  • 5.00%    International Small Cap Value             (DLS)
  • 4.00%    Emerging Markets Small Cap       (EWX)
  • 3.00%    Emerging Markets Value               (FNDE)

David Booth (DFA) Aggressive Portfolio               

  • 16.00%  US Large Cap Value         (VTV)
  • 16.00%  US Large Cap      (VV)
  • 8.00%    US Small Cap Value         (VIOV)
  • 8.00%    US Small Cap      (VIOO)
  • 8.00%    REITs     (VNQ)
  • 2.40%    Emerging Markets           (VWO)
  • 8.00%    International Large Cap Value     (EFV)
  • 4.00%    International Small Cap Blend             (VSS)
  • 5.00%    Intermediate-Term Treasuries       (VGIT)
  • 4.00%    International Small Cap Value             (DLS)
  • 3.20%    Emerging Markets Small Cap       (EWX)
  • 2.40%    Emerging Markets Value               (FNDE)
  • 5.00%    1 Year Fixed Income       (BSV)
  • 5.00%    2 Year Global Fixed Income         (BNDX)
  • 5.00%    5 Year Global Fixed Income         (BND/BNDX)

David Booth (DFA) Normal Portfolio                      

  • 12.00%  US Large Cap Value         (VTV)
  • 12.00%  US Large Cap      (VV)
  • 6.00%    US Small Cap Value         (VIOV)
  • 6.00%    US Small Cap      (VIOO)
  • 6.00%    REITs     (VNQ)
  • 1.80%    Emerging Markets           (VWO)
  • 6.00%    International Large Cap Value     (EFV)
  • 3.00%    International Small Cap Blend             (VSS)
  • 10.00%  Intermediate-Term Treasuries       (VGIT)
  • 3.00%    International Small Cap Value             (DLS)
  • 2.40%    Emerging Markets Small Cap       (EWX)
  • 1.80%    Emerging Markets Value               (FNDE)
  • 10.00%  1 Year Fixed Income       (BSV)
  • 10.00%  2 Year Global Fixed Income         (BNDX)
  • 10.00%  5 Year Global Fixed Income         (BND/BNDX)

David Booth (DFA) Moderate Portfolio                 

  • 8.00%    US Large Cap Value         (VTV)
  • 8.00%    US Large Cap      (VV)
  • 4.00%    US Small Cap Value         (VIOV)
  • 4.00%    US Small Cap      (VIOO)
  • 4.00%    REITs     (VNQ)
  • 1.20%    Emerging Markets           (VWO)
  • 4.00%    International Large Cap Value     (EFV)
  • 2.00%    International Small Cap Blend             (VSS)
  • 15.00%  Intermediate-Term Treasuries   (VGIT)
  • 2.00%    International Small Cap Value             (DLS)
  • 1.60%    Emerging Markets Small Cap       (EWX)
  • 1.20%    Emerging Markets Value               (FNDE)
  • 15.00%  1 Year Fixed Income       (BSV)
  • 15.00%  2 Year Global Fixed Income         (BNDX)
  • 15.00%  5 Year Global Fixed Income         (BND/BNDX)

David Booth (DFA) Conservative Portfolio                          

  • 4.00%    US Large Cap Value         (VTV)
  • 4.00%    US Large Cap      (VV)
  • 2.00%    US Small Cap Value         (VIOV)
  • 2.00%    US Small Cap      (VIOO)
  • 2.00%    REITs     (VNQ)
  • 0.60%    Emerging Markets           (VWO)
  • 2.00%    International Large Cap Value     (EFV)
  • 1.00%    International Small Cap Blend             (VSS)
  • 20.00%  Intermediate-Term Treasuries       (VGIT)
  • 1.00%    International Small Cap Value             (DLS)
  • 0.80%    Emerging Markets Small Cap       (EWX)
  • 0.60%    Emerging Markets Value               (FNDE)
  • 20.00%  1 Year Fixed Income       (BSV)
  • 20.00%  2 Year Global Fixed Income         (BNDX)
  • 20.00%  5 Year Global Fixed Income         (BND/BNDX)

David Booth (DFA) Fixed Income Portfolio                          

  • 25.00%  Intermediate-Term Treasuries       (VGIT)
  • 25.00%  1 Year Fixed Income       (BSV)
  • 25.00%  2 Year Global Fixed Income         (BNDX)
  • 25.00%  5 Year Global Fixed Income         (BND/BNDX)

Alternatives to David Booth portfolios

There are 3 similar groups of portfolios to David Booth portfolios. The first is the Index Fund Advisors (IFA) Portfolios. IFA makes extensive use of DFA services so it should come as no surprise to see similarities. The second group is Dan Solin’s portfolios. Dan Solin used to work at IFA. The third group of portfolios is the FPL Capital Management Portfolios.

Conclusion

Which portfolio do you use? Do you think a David Booth portfolio is right for you?

After having read up on David Booth 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 answer each and every mail and comment.

I would love to hear from you!

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