New Book · September 22, 2026
The Perfect Portfolio
The best portfolio isn't the one with the highest return, it's the one you can hold through every market. Here's how to build it, and keep it.
Inside the book
What You'll Learn
- Why the "perfect" portfolio is the one you can actually hold through every market, not the one with the highest back-tested return.
- A simple, evidence-based framework for choosing an asset allocation that fits your goals and your temperament.
- How to keep costs and taxes low so more of your returns compound in your favor.
- When to rebalance, when to leave things alone, and how to tell the difference.
- How to build in guardrails that protect you from your own worst instincts during volatility.
- A step-by-step plan for putting it all on autopilot, so investing becomes a background task, not a daily worry.
Early Praise
What Readers Are Saying
The Perfect Portfolio gives investors of all stripes a useful, dynamic framework to guide them toward long-term success.
Matt Mendelsohn, Chief Investment Officer
Yale University
Peter Lazaroff has spent years helping clients reach their financial goals, and his experience and empathy shine through in this wise book.
Christine Benz, Director of Personal Finance
Morningstar
The Perfect Portfolio reflects a career devoted to helping individuals understand and execute on what is distinctly “perfect” for them.
Brian Portnoy, Author
How I Invest My Money
Utilizing vivid narratives and robust data, Peter Lazaroff provides a persuasive argument for tailoring a strategy to your specific needs. For any person, regardless of their level of experience.
David Booth, Founder and Chairman
Dimensional Fund Advisors, and author, Stay Calm: Learn to Embrace Uncertainty in Investing and Life
Peter Lazaroff provides a roadmap for constructing a strategy that remains resilient through cycles of anxiety, exuberance, and volatility and respects your personal objectives, emotional makeup, and fortitude.
Dr. Daniel Crosby, New York Times bestselling author
The Soul of Wealth
Peter Lazaroff has a gift for taking complex investing problems and providing simple solutions you can actually use to build a better portfolio and investment plan.
Ben Carlson, Director of Institutional Asset Management
Ritholtz Wealth Management, author, Risk and Reward
About the Author
Peter Lazaroff
Peter Lazaroff, CFA, CFP®, is the Chief Investment Officer at Plancorp, one of the largest independent registered investment advisory firms in the country. He is the author of Making Money Simple and the host of The Long Term Investor, with more than 300 episodes.
His evidence-based approach to investing has been featured in The Wall Street Journal, The New York Times, CNBC, Forbes, Bloomberg, and Barron's. The Perfect Portfolio distills two decades of research and practice into a plan any investor can follow.
Related Listening
Start With the Podcast
Announcing My New Book: The Perfect Portfolio
Peter shares why he wrote the book and the one idea he hopes every reader takes away.
Behind The Scenes: How Peter Views Portfolio Construction
A behind-the-scenes look at how Peter actually builds a portfolio, and the trade-offs behind each call.
Ben Carlson on Risk, Reward, and Building a Portfolio You Can Stick With
Ben Carlson on risk, reward, and the trade-offs behind a portfolio you can hold through anything.
Be First in Line
Join the Launch List
Pre-orders open ahead of the September 22, 2026 release. Add your email and we'll notify you the moment the book is available, plus a few bonus resources for launch subscribers.
No spam. Just a heads-up when The Perfect Portfolio is available to order.
A Portfolio You Can
Actually Stick With
The Perfect Portfolio arrives September 22, 2026. Reserve your copy or join the launch list today.