Pure exposure to the 500 largest US companies.
| Asset Class | Weight | Example Ticker |
|---|---|---|
|
S&P 500 Index
|
100% | VOO |
Risk Level
High
Rebalance Frequency
None needed
The simplest possible portfolio — 100% allocation to the S&P 500 index. Warren Buffett famously instructed that 90% of his estate be invested in a low-cost S&P 500 index fund. This approach provides exposure to 500 of the largest US companies across all sectors.
The S&P 500 has returned approximately 10% annually since its inception. Warren Buffett's famous bet against hedge fund managers — that an S&P 500 index fund would outperform — was won decisively over the 2008-2017 period.
Investors with a long time horizon who believe in US market leadership and want the absolute simplest portfolio possible.
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