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Late Thirties to Early Forties Portfolio by Burton Malkiel
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Late Thirties to Early Forties Portfolio by Burton Malkiel
Buy and Hold
CAGR
8.0%
Max DD
-46.8%
Sharpe
0.32

Allocations

Late Thirties to Early Forties Portfolio by Burton Malkiel
US Total Stock Market33%
International Developed Equity16%
Emerging Markets Equity16%
US Real Estate10%
Investment Grade Corporate Bond5%
Global Bond Index5%
US Dividend Growth5%
Inflation-Protected Bond5%
Cash5%

Growth of $10,000

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

Late Thirties to Early Forties Portfolio by Burton Malkiel