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Conservative Income-Tax Aware Portfolio by Schwab
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Conservative Income-Tax Aware Portfolio by Schwab
Buy and Hold
CAGR
3.9%
Max DD
-12.2%
Sharpe
-0.18

Allocations

Conservative Income-Tax Aware Portfolio by Schwab
US Aggregate Bond Index70%
Cash25%
US Real Estate5%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1997.

Conservative Income-Tax Aware Portfolio by Schwab