David Booth Portfolios, Home Runs For Days

Learn to build David Booth's portfolios with a few ETFs. See how they compare against other portfolios.
Share this with friends you care about!

What is the David Booth portfolios?

David Booth Portfolios can be built with 15 ETFs. They are exposed to between 60% to 100% equities and between 0% to 40% bonds. They are low-risk, medium-risk and high-risk portfolios. They are tilted towards small-caps and value stocks.

For the past 10 years, the David Booth (DFA) Aggressive Portfolio has returned 11.77 with a standard deviation of 13.29. The dividend yield is 1.93. The 30-year return is 9.58%. Year to date the David Booth (DFA) Aggressive Portfolio has returned -13.24%.

What is the historcial return of David Booth portfolios?

Below you can see the historical return of David Booth’s portfolio.

NameAsset class countYear to dateReturn in 202010 year returnCAGR since 1989 (%)Risk levelExpense ratio
David Booth (DFA) Fixed Income Portfolio4-6.736.211.944.2410.06%
David Booth (DFA) Conservative Portfolio15-7.676.224.155.7410.08%
David Booth (DFA) Moderate Portfolio15-8.626.236.317.1210.10%
David Booth (DFA) Normal Portfolio15-9.566.248.428.3920.12%
David Booth (DFA) Aggressive Portfolio15-10.56.2510.499.5330.14%
David Booth (DFA) Equity Portfolio11-11.456.2612.5110.5230.17%

How do David Booths portfolios compare to the best portfolios?

Below you can see the returns of the best portfolios that we have benchmarked.

NameSee PortfolioYear to dateReturn in 202010 year returnCAGR since 1989 (%)Draw Down
Premium Portfolio-13.2318.2916.5211.28-37.63%
Premium Portfolio-15.5218.1111.0311.21-44.87%
Premium Portfolio-14.0519.714.9910.85-32.77%
Premium Portfolio-10.093.1911.8510.99-36.46%
Premium Portfolio-10.263.6611.8710.88-36.35%
Premium Portfolio-14.5821.0316.2911.25-37.00%
Premium Portfolio-9.318.714.4711.14-35.26%
Premium Portfolio-13.77.4811.4510.93-37.91%
Premium Portfolio-12.755.3613.211.81-35.43%
Premium Portfolio-10.643.4213.1510.99-40.85%

How do you build David Booth portfolios with ETFs?

Here is how you build David Booth (DFA) Aggressive Portfolio. You can find all of his portfolios below.

  • 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)

Who is David Booth?

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

What is unique 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 two of them pioneered the model for describing asset class premia. In other words, they explained why classes have returns in the first place!

More importantly, they also described which asset classes do better over time and why. 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

Asset Allocation of David Booth Portfolios

Pie chart of the David Booth Aggressive Portfolio

David-Booth-Aggressive-Portfolio

David Booth (DFA) Equity Portfolio                        

This portfolio is part of Portfolio Einstein Gold, Premium Portfolios. 

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 three 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.

Suggestions for your next steps

Finding the correct portfolio is hard. Maintaining your portfolio is also daunting. If you are still in doubt about which portfolio to choose, we suggest you read our article How To Invest Money: 5 Simple Steps That Work For Anyone

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.


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 for you to get more money from your investment portfolios. We think it’s a “no-brainer”.

You stand to gain literally thousands more dollars EACH YEAR for the price of a few months of Netflix. (Haven’t you watched enough Netflix?).

Share this with friends you care about!

Leave a Reply