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Rick Ferri Core-4 Lazy Portfolio Review

Rob Berger 26:52

39,037 views · 814 likes Watch on YouTube ↗

Rick Ferri's Core-4 portfolios are built using low cost index ETFs and mutual funds. With just four funds in each portfolio, Rick has created 6 portfolios for just about any investor. One Core-4 portfolio is designed for those worried about inflation, while another for those seeking income. He also has his Classic Core-4, ideal for long-term retirement funds.

In this video we explore all 6 of Rick's Core-4 lineup, along with specific funds you can use to implement any one of them. They are ideal for those wanting a Lazy Portfolio.

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Video Resources
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Classic Core-4: https://go.robberger.com/classic-core-4/yt-
Total Economy Core-4: https://go.robberger.com/economy-core-4/yt-
Global Markets Core-4: https://go.robberger.com/global-core-4/yt-
Inflation Fighter Core-4: https://go.robberger.com/inflation-core-4/yt-
Income Seeker Core-4: https://go.robberger.com/income-core-4/yt-
ESG Core-4: https://go.robberger.com/esg-core-4/yt-

Rick's Website: https://core-4.com/
Rick's Podcast: https://bogleheads.podbean.com/
All About Asset Allocation: https://amzn.to/3jiprwr
Vanguard's Risk Tolerance Tool: https://investor.vanguard.com/calculator-tools/investor-questionnaire/

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Investing Tools
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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://go.robberger.com/empower/yt-core-4
New Retirement (Retirement Planner): https://go.robberger.com/new-retirement/yt-core-4
Stock Rover: https://go.robberger.com/stock-rover/yt-core-4
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://go.robberger.com/m1finance-bonus/yt-core-4

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Popular Videos
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1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY

#rickferri #core-4 #robberger #lazyportfolio

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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Category (YouTube): Education

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