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What are the David Booth portfolios?
David Booth Portfolios can be built with 15 ETFs. They are exposed to between 60% to 100% equities and between 0% to 40% bonds. They are tilted towards small-caps and value stocks.
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What is the historcial return of David Booth' portfolios?
Below you can see the historical return of David Booth’s portfolio.
Portfolio data was last updated on 1st of June 2023, 06:35 ET
| Name | Year to date | Return in 2022 | 10 year return | CAGR since 1989 (%) | Draw Down | Expense ratio | Yield |
|---|---|---|---|---|---|---|---|
| David Booth (DFA) Fixed Income Portfolio | 1.49 | -10.45 | 0.64 | 3.78 | -12.22 | 0.06% | 1.88 |
| David Booth (DFA) Conservative Portfolio | 1.42 | -11.06 | 2.43 | 5.2 | -11.06 | 0.08% | 2.03 |
| David Booth (DFA) Moderate Portfolio | 1.35 | -11.67 | 4.17 | 6.52 | -12.14 | 0.10% | 2.19 |
| David Booth (DFA) Normal Portfolio | 1.28 | -12.28 | 5.86 | 7.72 | -21.24 | 0.12% | 2.34 |
| David Booth (DFA) Aggressive Portfolio | 1.21 | -12.89 | 7.5 | 8.79 | -30.35 | 0.14% | 2.5 |
| David Booth (DFA) Equity Portfolio | 1.14 | -13.51 | 9.08 | 9.73 | -39.45 | 0.17% | 2.65 |
Here is what the table is showing you
Year to date: This shows what the portfolio has returned this year starting from the first trading day of the year.
10 Year return: This shows the compounded annualized growth rate over a ten-year period. The current year is excluded from calculations.
CAGR since 1989: This shows the compounded annualized growth rate since 1989. The current year is excluded from calculations.
Expense ratio: This shows the cost of holding the portfolio if you were to construct the portfolio using the proposed ETFs.
Yield: This is the expected dividend yield of the portfolio.
Please note that past performance is not a guarantee of future returns.
How do David Booths portfolios compare to the best portfolios?
Below you can see the returns of the best portfolios that we have benchmarked.
| Name | See Portfolio | Year to date | Return in 2022 | 10 year return | CAGR since 1989 (%) | Draw Down |
|---|---|---|---|---|---|---|
| Premium Portfolio |  | -1.07 | -18.03 | 9.46 | 10.8 | -35.42 |
| Premium Portfolio | | 0.13 | -11.98 | 11.25 | 10.38 | -35.26 |
| Premium Portfolio | | 9.69 | -18.19 | 12.52 | 10.28 | -37.63 |
| Premium Portfolio | | -2.2 | -13.08 | 8.28 | 10.2 | -36.46 |
| Premium Portfolio | | 3.96 | -18.75 | 7.0 | 10.19 | -44.88 |
| Premium Portfolio | | 8.81 | -19.51 | 12.08 | 10.19 | -37.0 |
| Premium Portfolio | | -3.94 | -13.91 | 9.7 | 10.16 | -40.85 |
| Premium Portfolio | | -2.05 | -13.22 | 8.31 | 10.08 | -36.35 |
| Premium Portfolio | | 1.4 | -16.94 | 7.59 | 9.99 | -37.91 |
| Premium Portfolio | | 8.04 | -18.87 | 11.03 | 9.84 | -32.78 |
How do you build David Booth portfolios with ETFs?
Here is how you build David Booth (DFA) Aggressive Portfolio. You can find all of his portfolios below.
- 16.00% US Large Cap Value (VTV)
- 16.00% US Large Cap (VV)
- 8.00% US Small Cap Value (VIOV)
- 8.00% US Small Cap (VIOO)
- 8.00% REITs (VNQ)
- 2.40% Emerging Markets (VWO)
- 8.00% International Large Cap Value (EFV)
- 4.00% International Small Cap Blend (VSS)
- 5.00% Intermediate-Term Treasuries (VGIT)
- 4.00% International Small Cap Value (DLS)
- 3.20% Emerging Markets Small Cap (EWX)
- 2.40% Emerging Markets Value (FNDE)
- 5.00% 1 Year Fixed Income (BSV)
- 5.00% 2 Year Global Fixed Income (BNDX)
- 5.00% 5 Year Global Fixed Income (BND/BNDX)
Who is David Booth?
David Booth is the Co-founder and former CEO of Dimensional Fund Advisors (DFA)David Booth propose several portfolios in his article “Index and Enhanced Index Funds.”
What is unique about the David Booth Portfolios?
The Dimensional Fund Advisor methodology is weighted towards value and small-cap. This is no surprise as two of the investment committee members of DFA are Eugene Fama and Kenneth French. They two of them pioneered the model for describing asset class premia. In other words, they explained why classes have returns in the first place!
More importantly, they also described which asset classes do better over time and why. Value and small-cap are among those asset classes that have the highest returns. The impact on investing by Fama cannot be understated and is eloquently detailed in The Myth of the Rational Market by Justin Fox.
The Myth of the Rational Market: A History of Risk, Reward, and Delusion on Wall Street
What is the asset allocation for David Booth’s portfolios?
Here is a piechart to visualize one of David Booth’s portfolios.
Piechart for David Booth's Aggressive portfolio
David Booth (DFA) Equity Portfolio
This high-performing portfolio is part of Portfolio Einstein Premium Portfolios.
David Booth (DFA) Aggressive Portfolio
- 16.00% US Large Cap Value (VTV)
- 16.00% US Large Cap (VV)
- 8.00% US Small Cap Value (VIOV)
- 8.00% US Small Cap (VIOO)
- 8.00% REITs (VNQ)
- 2.40% Emerging Markets (VWO)
- 8.00% International Large Cap Value (EFV)
- 4.00% International Small Cap Blend (VSS)
- 5.00% Intermediate-Term Treasuries (VGIT)
- 4.00% International Small Cap Value (DLS)
- 3.20% Emerging Markets Small Cap (EWX)
- 2.40% Emerging Markets Value (FNDE)
- 5.00% 1 Year Fixed Income (BSV)
- 5.00% 2 Year Global Fixed Income (BNDX)
- 5.00% 5 Year Global Fixed Income (BND/BNDX)
David Booth (DFA) Normal Portfolio
- 12.00% US Large Cap Value (VTV)
- 12.00% US Large Cap (VV)
- 6.00% US Small Cap Value (VIOV)
- 6.00% US Small Cap (VIOO)
- 6.00% REITs (VNQ)
- 1.80% Emerging Markets (VWO)
- 6.00% International Large Cap Value (EFV)
- 3.00% International Small Cap Blend (VSS)
- 10.00% Intermediate-Term Treasuries (VGIT)
- 3.00% International Small Cap Value (DLS)
- 2.40% Emerging Markets Small Cap (EWX)
- 1.80% Emerging Markets Value (FNDE)
- 10.00% 1 Year Fixed Income (BSV)
- 10.00% 2 Year Global Fixed Income (BNDX)
- 10.00% 5 Year Global Fixed Income (BND/BNDX)
David Booth (DFA) Moderate Portfolio
- 8.00% US Large Cap Value (VTV)
- 8.00% US Large Cap (VV)
- 4.00% US Small Cap Value (VIOV)
- 4.00% US Small Cap (VIOO)
- 4.00% REITs (VNQ)
- 1.20% Emerging Markets (VWO)
- 4.00% International Large Cap Value (EFV)
- 2.00% International Small Cap Blend (VSS)
- 15.00% Intermediate-Term Treasuries (VGIT)
- 2.00% International Small Cap Value (DLS)
- 1.60% Emerging Markets Small Cap (EWX)
- 1.20% Emerging Markets Value (FNDE)
- 15.00% 1 Year Fixed Income (BSV)
- 15.00% 2 Year Global Fixed Income (BNDX)
- 15.00% 5 Year Global Fixed Income (BND/BNDX)
David Booth (DFA) Conservative Portfolio
- 4.00% US Large Cap Value (VTV)
- 4.00% US Large Cap (VV)
- 2.00% US Small Cap Value (VIOV)
- 2.00% US Small Cap (VIOO)
- 2.00% REITs (VNQ)
- 0.60% Emerging Markets (VWO)
- 2.00% International Large Cap Value (EFV)
- 1.00% International Small Cap Blend (VSS)
- 20.00% Intermediate-Term Treasuries (VGIT)
- 1.00% International Small Cap Value (DLS)
- 0.80% Emerging Markets Small Cap (EWX)
- 0.60% Emerging Markets Value (FNDE)
- 20.00% 1 Year Fixed Income (BSV)
- 20.00% 2 Year Global Fixed Income (BNDX)
- 20.00% 5 Year Global Fixed Income (BND/BNDX)
David Booth (DFA) Fixed Income Portfolio
- 25.00% Intermediate-Term Treasuries (VGIT)
- 25.00% 1 Year Fixed Income (BSV)
- 25.00% 2 Year Global Fixed Income (BNDX)
- 25.00% 5 Year Global Fixed Income (BND/BNDX)
What are some alternatives to David Booth portfolios?
There are three similar groups of portfolios to David Booth portfolios. The first is the Index Fund Advisors (IFA) Portfolios. IFA makes extensive use of DFA services, so it should come as no surprise to see similarities. The second group is Dan Solin’s portfolios. Dan Solin used to work at IFA. The third group of portfolios is the FPL Capital Management Portfolios.
Suggestions for your next steps
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