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Buy and Hold
CAGR
7.8%
Max DD
-43.9%
Sharpe
0.32

Allocations

Mid-Fifties Portfolio by Burton Malkiel
US Total Stock Market27%
International Developed Equity14%
Emerging Markets Equity14%
US Real Estate12.5%
Investment Grade Corporate Bond7%
Global Bond Index7%
US Dividend Growth7%
Inflation-Protected Bond6.5%
Cash5%

Growth of $10,000

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

Mid-Fifties Portfolio by Burton Malkiel