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No Brainer Portfolio

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Allocate wisely for long-term returns

Well-known financial theorist Dr. William Bernstein’s extensive research in modern portfolio theory has led to such books as The Intelligent Asset Allocator and The Four Pillars of Investing. These are considered key self-help guides for self-directed investors building their own diversified portfolios. He believes that asset allocation is more important for investors than trying to pick individual stocks or bonds. In the early 1990s, Dr. Bernstein realized that excess returns as a result of asset class volatility and correlation effects could be captured through rebalancing. Dr. Bernstein’s ‘No Brainer’ portfolio invests equally in four asset classes – total US stock market, small-cap US stocks, international stocks and US bonds. Designed for investors with a long time horizon that will favor each of the classes at various times, the portfolio aims to provide diversified risk-adjusted returns. This motif seeks to replicate Dr. Bernstein’s model by identifying ETFs that would be contained within the “No Brainer” asset class structure. See more
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Motif Index 1 YR Return
No Brainer Portfolio Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
27.7% Small Cap Stocks 24.8%
27.7% Vanguard Small-Cap ETF VB 24.8%
26.9% US Equities 20.6%
26.9% Vanguard Total Stock Market ETF VTI 20.6%
23.0% International Equities 3.5%
22.3% US Bonds 0.7%
22.3% 8xxxxxxx 8xxxx 8xxx 8xxxxx 8xx 8xx 88.8%

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