by Traditional · rebalanced yearly
The benchmark balanced portfolio: 60% US stocks, 40% US bonds. The line every other allocation gets measured against.
CAGR 9.1% |
Max Drawdown -30.3% |
Sharpe 0.96 |
| Holding | Weight |
|---|---|
| SPY — S&P 500 | 60% |
| BND — US Total Bond Market | 40% |