Build Jane Bryant Quinn’s Portfolio With ETFs

What is Jane Bryant Quinn’s Portfolio?

Jane Bryant Quinn’s portfolio can be built with 5 ETFs. It is exposed to 70% equities and 30% bonds.

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How do you build Jane Bryant Quinn’s Portfolio?

Here is how you build Jane Bryant Quinn’s portfolio with ETFs

  • 40% Total US Stock Market (VTI)
  • 20% International Developed (VEA)
  • 10% REITs (VNQ)
  • 20% Totoal Bond Market (BND)
  • 10% TIPS (VTIP)

Jane Bryant Quinn also mentions diversifying into commodities but says it is only for the adventurous.

What is the historical return of Jane Bryant Quinn’s portfolio?

Portfolio data was last updated on 11th of November 2022, 11:40 ET

NameYear to dateReturn in 202110 year returnCAGR since 1989 (%)STDEVDraw DownExpense ratioYield
Jane Bryant Quinn Portfolio-19.716.8210.48.8811.27%-26.00%0.051.82
Performance for Jane Bryant Quinn’s portfolio

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 Jane Bryant Quinn portfolio compare to the best portfolios?

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

NameSee PortfolioYear to dateReturn in 202110 year returnCAGR since 1989 (%)Draw Down
Premium PortfolioPremium-20.9732.1413.211.81-35.43%
Premium PortfolioPremium-18.728.7816.5211.28-37.63%
Premium PortfolioPremium-19.6425.6716.2911.25-37.00%
Premium PortfolioPremium-23.9913.4911.0311.21-44.87%
Premium PortfolioPremium-12.028.1714.4711.14-35.26%
Premium PortfolioPremium-14.924.7511.8510.99-36.46%
Premium PortfolioPremium-14.7929.0213.1510.99-40.85%
Premium PortfolioPremium-20.620.711.4510.93-37.91%
Premium PortfolioPremium-15.1224.5111.8710.88-36.35%
Premium PortfolioPremium-19.3822.9214.9910.85-32.77%
The 10 Best Performing Portfolios That We Have Benchmarked

Who is Jane Bryant Quinn?

Jane Bryant Quinn is a financial journalist. She has written 7 books on personal finance when you include book revisions.

She has a very sensible approach to personal finance and is often recommended by other giants in the personal finance space.

If you are nearing or even thinking about retirement her thoughts and recommendations on retirement will definitely help you.

She has worked extensively on how you should approach retirement. She has also worked through what to do with your finances when you are in retirement.

Jane Bryant Quinn’s advice and recommendations are always measured and balanced.

 

What are Jane Bryant Quinn’s best books?

Jane Bryant Quinn has written some wonderful books. The portfolio detailed in this post is from one of her books.

I want to highlight 2 books.

The first book by Jane Bryant Quinn is her book on retirement. If you are nearing or are in retirement you need to read How To Make You Money Last.

Jane Bryant Quinn- How to Make Your Money Last - Completely Updated for Planning Today: The Indispensable Retirement Guide

The second book is an all-rounder on personal finance. There is so much sensible advice in this book. It is called Smart and Simple Financial Strategies for Busy People.

Smart and Simple Financial Strategies for Busy People

Where can I learn more about Jane Bryant Quinn?

Visit Jane Bryant Quinn’s official site.

Suggestions for your next steps

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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.