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Tofurky Investment Portfolio

Investment portfolio updated November 2013.

This recommended investment portfolio is one of 20+ investment portfolios that we've assembled for investors with different time horizons and risk-tolerance levels to consider. Visit our Portfolio Finder to see them all.

 
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Tofurky Investment Portfolio

For investors who don't want to own any common stocks
 60% Bonds |  35% Alternative |  5% Cash  


 Data through August 31, 2016

NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
BondBaird Core Plus Bond InvBCOSX10%7.15%6.63%4.88%4.18%5.74%none%0.55%
BondFidelity Capital & IncomeFAGIX108.535.596.777.598.071.00r0.74
BondFidelity Floating Rate High Income+FFRHX107.094.42.64.073.91.00r0.7
AlternativeFidelity International Real EstateFIREX54.995.826.049.121.811.50r1.12
BondFidelity New Markets IncomeFNMIX515.8914.947.546.67.821.00r0.84
BondT. Rowe Price International BondRPIBX512.811.641.5-0.123.432.00r0.83
BondVanguard GNMA InvVFIIX103.384.034.152.554.74none0.21
BondiBoxx $ Investment Grade Corp Bond FundLQD1010.5411.16.615.746.19none0.15
AlternativeiShares S&P Preferred StockPFF106.458.628.367.48none0.47
AlternativeMagellan Midstream Partners L.P.MMP10none
AlternativeVanguard Natural ResourcesVNR10none
CashCash5none
   10065.654.113.953.51 0.43
r Maximum redemption fee charged when you sell shares. — Data is not available.
Source: Morningstar, Inc..

A Tofurky portfolio cooks up income and some growth without using any common stocks. Instead, the portfolio includes bonds and stuff like oil wells, pipelines, mortgages and bank loans. Yes, all of these investments can lose value, but in general they tend to be far less volatile than the stock market. Click on the ticker symbols in the above table to find more detailed and up-to-date information about each individual investment.

Note that you should not set and forget this portfolio for long periods of time. Think of it as a tactical portfolio, or one that depends on spotting the best opportunities in the market at a given time and adjusting as needed. We first cooked up the Tofurky portfolio years ago -- feel free to check out our 2010, 2009 and original 2008 recipes, and see how we've adjusted it from year to year.