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Buy and Hold
CAGR
7.3%
Max DD
-37.9%
Sharpe
0.31

Allocations

Late Sixties and Beyond by Burton Malkiel
US Total Stock Market20%
US Real Estate15%
Emerging Markets Equity10%
Cash10%
International Developed Equity10%
Investment Grade Corporate Bond8.75%
Global Bond Index8.75%
US Dividend Growth8.75%
Inflation-Protected Bond8.75%

Growth of $10,000

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

Late Sixties and Beyond by Burton Malkiel