Here Are The 20 Best Income Portfolios Built with ETFs for 2023
If you're looking for income then you should look at this list of the 20 best income portfolios.
What are Suze Orman’s portfolios?
Suze Orman’s portfolio is made by personal finance expert Suze Orman. Suze Orman’s portfolios are divided across 3 asset classes. They are very diversified. They can be built with just a few ETF. Suze Orman’s portfolios contain asset classes such as stocks and bonds.
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How do you build Suze Orman’s portfolio with ETFs?
Here is how you build Suze Orman’s portfolios with ETFs.
This is the asset allocation for Suze Orman’s portfolios recommended to 20 Year olds.
Suze Orman Portfolio, 20 Year Old
76.5% Total Stock Market (VTI) 13.5% Total International Stocks (VEA) 10.0% Short-term goverment bonds (VGSH)
You can find portfolio allocation of Suze Orman’s other two portfolios below
What is the historical return of the Suze Orman’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 |
|---|---|---|---|---|---|---|---|
| Suze Orman Portfolio, 20 Year Old | 13.84 | -17.42 | 9.96 | 9.02 | -33.59 | 0.04 | 1.76 |
| Suze Orman Portfolio, 40 Year Old | 10.7 | -14.4 | 8.02 | 8.09 | -24.66 | 0.04 | 1.66 |
| Suze Orman Portfolio, 60 Year Old | 7.56 | -11.39 | 5.99 | 7.02 | -15.73 | 0.04 | 1.57 |
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 does Suze Orman’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 Suze Orman’s?
Suze Orman is a personal finance expert, author, and television host. She is best known for her TV show “The Suze Orman Show” which aired on CNBC from 2002 to 2015, and for her numerous books and public speaking engagements on personal finance topics.
Orman’s career in finance began as a financial advisor for Merrill Lynch, where she worked for several years before starting her own financial planning firm. She gained national prominence in the late 1990s and early 2000s with the publication of her bestselling books, including “The 9 Steps to Financial Freedom” and “The Money Book for the Young, Fabulous & Broke”.
Orman’s approach to personal finance is grounded in practical advice, emphasizing the importance of budgeting, saving, and investing for the long-term. She has also been an advocate for financial literacy and has worked to promote financial education in schools and communities around the country.
Over the course of her career, Orman has received numerous awards and accolades for her contributions to the field of personal finance, including two Emmy Awards for “The Suze Orman Show”. She remains a respected voice in the financial community and continues to offer advice and guidance to people of all ages and backgrounds.
Her book,The Ultimate Retirement Guide for 50+: Winning Strategies to Make Your Money Last a Lifetime, is a great book if you’re behind on retirement
The Ultimate Retirement Guide for 50+: Winning Strategies to Make Your Money Last a Lifetime
She has also written a book addressing how women should tackle money. It is called Women & Money (Revised and Updated).
Women & Money (Revised and Updated
What are Suze Orman’s portfolios?
Suze Orman has approcach asset allocation by using the standard approcach. This means taking 110 and substract your age. That amount should be in stocks. The stocks should be split into a totoal stock market fund and an international fund.
The bond portion of your portfolio should be allocated to a Short-Term goverment fund to minimize volatility.
Suze Orman’s portfolios have alot in common with The Three-Fund portfolio.
What is the asset allocation of WilSuze Orman’s portfolios?
Here is how you build Suze Orman’s portfolios.
Suze Orman Portfolio, 20 Year Old
76.5% Total Stock Market (VTI) 13.5% Total International Stocks (VEA) 10.0% Short-term goverment bonds (VGSH)
Suze Orman Portfolio, 40 Year Old
59.5% Total Stock Market (VTI) 10.5% Total International Stocks (VEA) 30.0% Short-term goverment bonds (VGSH)
Suze Orman Portfolio, 60 Year Old
42.5% Total Stock Market (VTI) 7.5% Total International Stocks (VEA) 50.0% Short-term goverment bonds (VGSH)
The symbols in brackets shows you which ETFs to buy to replicate the asset class.
Where can I learn more about Suze Orman?
Suze Orman’s podcast is called Suze Orman Women & Money Podcast
Suze Ormans many books on Amazon.
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.
Related questions
Can Suze Orman be trusted for her advice?
Suze Orman’s investment portfolios are very diverisifed and will provide a fine return.
Is Suze Orman married?
Yes, Suze Orman is married to Kathy Travis?
Is Suze Orman still on TV
Yes, she often appears on CNBC.
