by Larry Swedroe · rebalanced yearly
A small, hyper-risky equity sleeve (small-cap value and emerging markets) sized down to 30%, with the rest in intermediate treasuries. Fat tails, thin allocation.
CAGR 6.2% |
Max Drawdown -19.0% |
Sharpe 0.98 |
| Holding | Weight |
|---|---|
| IJS — US Small Cap Value (S&P 600) | 15% |
| VEA — Intl Developed Markets | 7.5% |
| VWO — Emerging Markets | 7.5% |
| IEF — Intermediate Treasuries (7-10y) | 70% |