MarketHeist Portfolio

No-Brainer

by William Bernstein · rebalanced yearly

Bernstein's four equal corners: S&P 500, small caps, international, and bonds. Simple enough to run forever.

CAGR
7.9%
Max Drawdown
-40.9%
Sharpe
0.69

Allocation

Holding Weight
SPY — S&P 50025%
VB — US Small Cap25%
VEA — Intl Developed Markets25%
BND — US Total Bond Market25%

See full analysis — CAGR, drawdowns, rolling returns →