WHAT IS THE SMI JUST-THE-BASICS STRATEGY?
Just-the-Basics (JtB) is the epitome of simplicity and low maintenance. It is a simple diversification strategy that uses just four Vanguard index funds. Sometimes simplicity pays off SMI’s 100% stock JtB portfolio takes just an hour or two per year to update yet has outpaced the market over the past decade. For an overview of how this strategy works, visit the Just-the-Basics page in the Visitors section of our website.
Just-the-Basics (JtB) is the epitome of simplicity and low maintenance. It is a simple diversification strategy that uses just four Vanguard funds three index funds plus an international growth fund. Sometimes simplicity pays off SMI’s 100% stock JtB portfolio takes just an hour or two per year to update yet has outpaced the market over the past decade. For an overview of how this strategy works, visit the Just-the-Basics page in the Visitors section of our website.