by Bill Schultheis · rebalanced yearly
Seven slices: 10% each across large, large value, small, small value, international, and REITs, with a 40% total-bond anchor.
CAGR 7.2% |
Max Drawdown -34.2% |
Sharpe 0.73 |
| Holding | Weight |
|---|---|
| VV — US Large Cap | 10% |
| VTV — US Large Cap Value | 10% |
| VB — US Small Cap | 10% |
| VBR — US Small Cap Value | 10% |
| VXUS — Total International Stock | 10% |
| VNQ — US REITs | 10% |
| BND — US Total Bond Market | 40% |