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Big Rocks Conservative Portfolio by Larry Swedroe
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Big Rocks Conservative Portfolio by Larry Swedroe
Buy and Hold
CAGR
6.8%
Max DD
-22.0%
Sharpe
0.34

Allocations

Big Rocks Conservative Portfolio by Larry Swedroe
US Aggregate Bond Index60%
US Large-Cap Blend6%
US Large-Cap Blend Value6%
US Small-Cap Blend6%
US Small-Cap Value6%
International Developed Value4%
US Real Estate4%
International Developed Equity2%
International Small-Cap Blend2%
Emerging Markets Equity2%
International Small-Cap Value2%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1995.

Big Rocks Conservative Portfolio by Larry Swedroe