60/40 Portfolio


Asset Allocation

Asset ClassSymbolWeight %
US Total Mkt EquitiesVTI60.0
US Total Bond MktBND40.0

Summary

This portfolio consists of 60% stocks and 40% bonds. The stock allocation provides potential for growth, while the bond allocation offers stability and income. This combination aims to balance risk and return, making it suitable for investors with a moderate risk tolerance.

Total Return Over Time

No Taxes, No Rebalancing.

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