60/40 Portfolio
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.
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Total Mkt Equities | VTI | 60.0 |
| US Total Bond Mkt | BND | 40.0 |
Total Return by Period
No Taxes, No Rebalancing., Last Update: Apr 02, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.57% | -0.09% | -1.49% | -0.95% | 8.12% | 17.55% | 82.62% | 122.09% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 14.79% | 17.86% | -16.96% | 14.59% | 15.84% | 21.85% | -3.10% | 14.07% | 8.75% | 0.47% |
Total Return Over Time
No Taxes, No Rebalancing.
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