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Coward's Portfolio by Bill Bernstein
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Coward's Portfolio by Bill Bernstein
Buy and Hold
CAGR
7.3%
Max DD
-32.4%
Sharpe
0.32

Allocations

Coward's Portfolio by Bill Bernstein
Short-Term Bond40%
US Large-Cap Blend15%
US Large-Cap Blend Value10%
US Small-Cap Value10%
US Small-Cap Blend5%
European Equity5%
Japan Equity5%
Emerging Markets Equity5%
US Real Estate5%

Growth of $10,000

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

Coward's Portfolio by Bill Bernstein