Talmud Portfolios

What is the objective of these portfolio?
These Talmud portfolios aim to provide a diversified, balanced approach to long-term wealth preservation and growth. The objective is rooted in ancient wisdom, using a strategic allocation across multiple asset classes to mitigate risk while ensuring steady returns.

What qualifies as a Talmud Portfolio?
Talmud Portfolios are based on a traditional investment strategy inspired by a Talmudic text, which advises dividing wealth into three parts. In modern portfolios, these are typically represented by real estate, equities (business/merchandise), and bonds (ready money). The portfolios maintain a fixed allocation to each asset class, embodying the timeless principles of diversification and balance as outlined in the Talmud.

Why is this family of portfolios rebalanced and tracked each month?
The Talmud Portfolios were created to offer a structured, easy-to-follow investment model that has endured over centuries. They provide investors with a balanced, hands-off approach that mirrors the wisdom of asset diversification. RecipeInvesting tracks these portfolios to make this ancient strategy accessible and actionable for modern investors, allowing them to adopt a balanced, passive investment approach.

What portfolio recipes are included in the Talmud Portfolios family?
RecipeInvesting tracks the following Portfolio Recipes in the category of Talmud Portfolios:

• Talmud Broad Market Portfolio (s.talb): uses US real-estate, US total market equities, and US total bond ETFs and implements a Strategic Asset Allocation based on a Talmudic text which is a balanced approach inspired by a Talmudic text which uses 3 asset classes to create a diversified portfolio.
• Talmud Dividend Equities Portfolio (s.talm): uses uses US real-estate, US dividend stocks, and gold ETFs and implements a Strategic Asset Allocation based on a Talmudic text which is a balanced approach inspired by a Talmudic text which uses 3 asset classes to create a diversified portfolio.
• Talmud Equities and Gold Portfolio (s.talg): uses uses US real-estate, US total market equities, and gold ETFs and implements a Strategic Asset Allocation based on a Talmudic text which is a balanced approach inspired by a Talmudic text which uses 3 asset classes to create a diversified portfolio.
• Talmud with Blue Chip Portfolio (s.talc): uses uses US real-estate, US blue chip stocks, and 3-7 yr US Treasury Bond ETFs and implements a Strategic Asset Allocation based on a Talmudic text which is a balanced approach inspired by a Talmudic text which uses 3 asset classes to create a diversified portfolio.
• Talmud with Small Cap Portfolio (s.tals): uses uses US real-estate, US small cap stocks, and short term US Treasury Bond ETFs and implements a Strategic Asset Allocation based on a Talmudic text which is a balanced approach inspired by a Talmudic text which uses 3 asset classes to create a diversified portfolio.

What do Talmud Portfolios have in common?
All of the Portfolio Recipes in the Talmud Portfolios Family share the following characteristics:

• Strategic / fixed approach
• Number of asset classes used

How do Talmud Portfolios differ?
Despite their similarities, Portfolio Recipes in the Talmud Portfolios Family can differ based on these attributes:

• Different ETfs used to create the portfolio

Comparison of Talmud Portfolios