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What are Mark Hebner’s portfolios?
Mark Hebner’s Portfolios are designed by the founder and CEO of the wealth management firm Index Fund Advisors. They can be built with just a few ETFs. Mark Hebner’s portfolios contain asset classes such as micro-cap, small-cap value, and bonds.
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How do you build Mark Hebner’s portfolios with ETFs?
Here is how you build Mark Hebner’s portfolios with ETFs.
This is the asset allocation for the Mark Hebner’s 50% Stocks portfolio
- 12.00% US Total Stock Market (VTI)
- 12.00% Large Cap Value (VTV)
- 6.00% Mid-Cap Growth (IJK)
- 6.00% Small Cap Value (VIOV)
- 6.00% Micro Cap (IWC)
- 6.00% International Developed (VEA)
- 12.00% International Europe (VGK)
- 20.00% Long-Term Treasuries (TLT)
- 20.00% Intermediate-Term Treasuries (VGIT)
What is the historical return of Mark Hebner’s portfolios?
Portfolio data was last updated on 11th of August 2023, 08:35 ET
| Name | Year to date | Return in 2022 | 10 year return | CAGR since 1989 (%) | Draw Down | Expense ratio | Yield |
|---|---|---|---|---|---|---|---|
| Mark Hebner Portfolio 25% Stocks | 2.08 | -8.97 | 3.6 | 6.57 | -8.97 | 0.08% | 1.98 |
| Mark Hebner Portfolio 50% Stocks | 4.0 | -10.24 | 5.61 | 7.82 | -19.23 | 0.10% | 2.26 |
| Mark Hebner Portfolio 75% Stocks | 5.92 | -11.51 | 7.52 | 8.86 | -31.67 | 0.13% | 2.54 |
| Mark Hebner Portfolio 100% Stocks | 7.12 | -12.54 | 8.34 | 9.54 | -38.97 | 0.15% | 2.54 |
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 Mark Hebner’s 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 |
|---|---|---|---|---|---|---|
| Ben Stein Retirement | Coming soon! | 4.05 | -18.03 | 9.46 | 10.8 | -35.42 |
| Paul Merriman 4-Fund-Portfolio | Coming soon! | 9.22 | -11.98 | 11.25 | 10.38 | -35.26 |
| S&P 500 | Coming soon! | 17.09 | -18.19 | 12.52 | 10.28 | -37.63 |
| Paul Merriman Target Date Portfolio (25 year old) | Coming soon! | 6.63 | -13.08 | 8.28 | 10.2 | -36.46 |
| Scott Adams Dilbert Portfolio | Coming soon! | 10.87 | -18.75 | 7.0 | 10.19 | -44.88 |
| JL Collins, Simple Path To Wealth, Wealth Building Portfolio | Coming soon! | 16.6 | -19.51 | 12.08 | 10.19 | -37.0 |
| American Institute of Individual Investors (AAII) Portfolio | Coming soon! | 3.74 | -13.91 | 9.7 | 10.16 | -40.85 |
| Paul Merriman Target Date Portfolio (35 year old) | Coming soon! | 6.57 | -13.22 | 8.31 | 10.08 | -36.35 |
| Assetbuilder.com Portfolio 14 | Coming soon! | 6.95 | -16.94 | 7.59 | 9.99 | -37.91 |
| Balanced Portfolio 90/10 | Coming soon! | 14.83 | -18.87 | 11.03 | 9.84 | -32.78 |
Who is Mark Hebner of Index Fund advisors?
Mark Hebner the CEO of the wealth management firm Index Fund Advisors. IFA takes a very scientific approach to investing.
On their website Index Fund Advisors has a ton of very good info on index investing. They also have very good videos where they interview some of the top investing experts.
Index Fund Advisors have a close working relationship with Dimensional Fund Advisors.
IFA uses DFA funds in its wealth management.
Mark Hebner works tirelessly to educate on the benefits of index investing.
Mark Hebner’s book Index Funds: The 12-Step Recovery Program for Active Investors is a great introduction to passive index investing.
In the book, Mark Hebner explains methodically why and how passive investing work. It is also from this book that he presents the portfolios on this page.
Index Funds: The 12-Step Recovery Program for Active Investors
What is unique about Mark Hebner’s portfolios?
Mark Hebner’s portfolios take a page out of how Dimensional Fund Advisors structure their model portfolios.
Mark Hebner’s portfolios have allocations to mid-cap growth and micro-cap. These are two asset classes that we don’t see very often. The two asset classes do perform great.
What is the asset allocation of Mark Hebner’s portfolios?
Here is how you Mark Hebner’sportfolios.
Mark Hebner Portfolio 25% Stocks
- 7.00% US Total Stock Market (VTI)
- 7.00% Large Cap Value (VTV)
- 3.50% Mid-Cap Growth (IJK)
- 3.50% Small Cap Value (VIOV)
- 3.50% Micro Cap (IWC)
- 3.50% International Developed (VEA)
- 7.00% International Europe (VGK)
- 32.50% Long-Term Treasuries (TLT)
- 32.50% Intermediate-Term Treasuries (VGIT)
Mark Hebner Portfolio 50% Stocks
- 12.00% US Total Stock Market (VTI)
- 12.00% Large Cap Value (VTV)
- 6.00% Mid-Cap Growth (IJK)
- 6.00% Small Cap Value (VIOV)
- 6.00% Micro Cap (IWC)
- 6.00% International Developed (VEA)
- 12.00% International Europe (VGK)
- 20.00% Long-Term Treasuries (TLT)
- 20.00% Intermediate-Term Treasuries (VGIT)
Mark Hebner Portfolio 75% Stocks
- 17.00% US Total Stock Market (VTI)
- 17.00% Large Cap Value (VTV)
- 8.50% Mid-Cap Growth (IJK)
- 8.50% Small Cap Value (VIOV)
- 8.50% Micro Cap (IWC)
- 8.50% International Developed (VEA)
- 8.50% International Europe (VGK)
- 7.50% Long-Term Treasuries (TLT)
- 7.50% Intermediate-Term Treasuries (VGIT)
Mark Hebner Portfolio 100% Stocks
- 12.00% US Total Stock Market (VTI)
- 12.00% Large Cap Value (VTV)
- 20.00% Mid-Cap Growth (IJK)
- 20.00% Small Cap Value (VIOV)
- 5.00% Micro Cap (IWC)
- 13.00% International Developed (VEA)
- 18.00% International Europe (VGK)
Where can I learn more about Mark Hebner?
First, you should go visit Index Fund Advisors' website which he founded. There are tons of great content on there and many interviews.
Next you should read Mark Hebner’s book Index Funds: The 12-Step Recovery Program for Active InvestorsIndex Funds: The 12-Step Recovery Program for Active Investors
Suggestions for your next steps
If you have already committed to a portfolio then maybe you need help maintaining the portfolio. In this case you will find our rebalance worksheet useful.
Rebalancing your portfolio lowers your risk and may provide higher returns in the long run. It is completely FREE.
You can find the rebalance worksheet in our article Here Is The Most Easy To Use Portfolio Rebalance Tool.
