Portfolio Crunch
Lazy Portfolio: 60/40 US Stock Bonds
Summary
A 60% stock, 40% bonds portfolio is a balanced investment strategy that aims to provide both growth and income. The 60% allocation to stocks allows for the potential of higher returns over the long term, while the 40% allocation to bonds provides stability and income through regular interest payments. This portfolio is suitable for investors with a moderate risk tolerance who are looking for a mix of capital appreciation and income generation.
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Total Mkt Equities | VTI | 60.0 |
| US Total Bond Mkt | BND | 40.0 |
Performance: Overall % Return
Rebalance Yearly.
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