7. Rick Ferri's Core Four
Account$98,250
Return−1.75%
vs S&P 500+2.34%
Worst drop−2.97%
What it does
48% US stocks, 24% foreign stocks, 8% real estate and 20% bonds: four funds, nothing else. Back to the weights once a year.
Account value
Rick Ferri's Core FourS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 208 | $96.55 | $20,082 | 20.44% |
| EFA | 231 | $101.89 | $23,537 | 23.96% |
| SPY | 62 | $735.29 | $45,588 | 46.40% |
| VNQ | 87 | $95.73 | $8,329 | 8.48% |
| Cash | $715 | 0.73% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | EFA | 231 | $103.26 | $23,853 | $11.93 |
| 2026-10-22 | Buy | AGG | 208 | $95.69 | $19,904 | $9.95 |
| 2026-10-22 | Buy | VNQ | 87 | $91.54 | $7,964 | $3.98 |
| 2026-10-22 | Buy | SPY | 62 | $766.37 | $47,515 | $23.76 |