MarketHeist Portfolio

Conservative 40/60

by Traditional · rebalanced yearly

The 60/40 flipped for capital preservation: 40% stocks, 60% bonds.

CAGR 7.8%

Max Drawdown -18.8%

Sharpe 1.11

Allocation

Holding	Weight
SPY — S&P 500	40%
BND — US Total Bond Market	60%

See full analysis — CAGR, drawdowns, rolling returns →