Balanced
Sixty per cent shares, forty per cent bonds — the split a pension fund would recognise, spread across US, developed and emerging markets.
7 holdings · from Index funds, fixed weights
How it would have done
$10,000.00 put in on Jan 16, 2014 and held at these weights, rebalanced quarterly.
Measured on total returns — closes restated for dividends and coupons — because a bond fund pays most of its return out as cash, and on price alone the same holding reads as a loss. Quarterly rebalancing, which is not what a live portfolio here does: those rebalance when a holding drifts past its band, so a real one will not track this exactly. Past returns are what these weights did through the years on file, not a forecast, and the chart starts where every fund in it had a price.
Start one
Opens a paper portfolio of your own that tracks this. The next run buys the holdings, and every run after keeps them level — so a company that drops out of the ranking drops out of your portfolio.
Already have a portfolio? You can add this to it from your own portfolio page instead, and it will share the balance with whatever else is in there.
What it holds
Recomputed on every run, so this is what it holds today rather than what it held when it was written.
- US sharesVTI36.0%
- BondsBND26.0%
- Shares outside the USVXUS20.0%
- Bonds outside the USBNDX6.0%
- Long treasuriesTLT5.0%
- PropertyVNQ4.0%
- GoldGLD3.0%
36.0% in the largest position. Nothing here is a recommendation, no order is placed for you, and the prices behind the weights are the last stored closes.