46. The Four Corners Portfolio
Account$98,591
Return−1.41%
vs S&P 500+2.68%
Worst drop−4.13%
What it does
Only US stocks, 25% each: large, large value, small and small value. Popularised by Paul Merriman as the 4 Fund Portfolio, based on Fama and French research. No bonds or cash; our value series are more extreme than real index funds.
Account value
The Four Corners PortfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| IWM | 181 | $273.67 | $49,534 | 50.24% |
| SPY | 32 | $735.29 | $23,529 | 23.87% |
| VTV | 111 | $223.01 | $24,754 | 25.11% |
| Cash | $773 | 0.78% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | IWM | 181 | $274.81 | $49,741 | $24.87 |
| 2026-10-22 | Buy | VTV | 111 | $224.44 | $24,913 | $12.46 |
| 2026-10-22 | Buy | SPY | 32 | $766.37 | $24,524 | $12.26 |