by Betterment (representative) · rebalanced quarterly
A representative build of Betterment's globally diversified, value-tilted robo portfolio: US, developed, and emerging stocks tilted toward value, with a small global bond sleeve. Rebalanced periodically.
CAGR 7.6% |
Max Drawdown -50.2% |
Sharpe 0.58 |
| Holding | Weight |
|---|---|
| VTI — US Total Stock Market | 30.9% |
| VEA — Intl Developed Markets | 24.6% |
| EEM — Emerging Markets (MSCI) | 14% |
| VTV — US Large Cap Value | 14.9% |
| IJS — US Small Cap Value (S&P 600) | 5.7% |
| BND — US Total Bond Market | 5.2% |
| BNDX — Intl Bonds (hedged) | 2.9% |
| TIP — TIPS (Inflation-Protected) | 1.2% |
| BIL — T-Bills / Cash | 0.6% |