Compare Portfolios
Select up to 4 portfolios to compare stats, allocations, and historical growth side-by-side.
Buy and Hold
CAGR
8.9%
Max DD
-45.7%
Sharpe
0.38
Allocations
Big Rocks Moderately Aggressive Portfolio by Larry Swedroe
US Aggregate Bond Index20%
US Large-Cap Blend12%
US Large-Cap Blend Value12%
US Small-Cap Blend12%
US Small-Cap Value12%
International Developed Value8%
US Real Estate8%
International Developed Equity4%
International Small-Cap Blend4%
Emerging Markets Equity4%
International Small-Cap Value4%
Growth of $10,000
All portfolios normalized to $10,000 starting in 1995.
Big Rocks Moderately Aggressive Portfolio by Larry Swedroe