by Tyler (Portfolio Charts) · rebalanced yearly
Equal parts total market, small-cap value, long and short treasuries, and gold. Built to perform in every economic season while keeping equity-like returns.
CAGR 7.9% |
Max Drawdown -17.8% |
Sharpe 0.98 |
| Holding | Weight |
|---|---|
| VTI — US Total Stock Market | 20% |
| IJS — US Small Cap Value (S&P 600) | 20% |
| TLT — Long-Term Treasuries (20y+) | 20% |
| SHY — Short-Term Treasuries (1-3y) | 20% |
| GLD — Gold | 20% |