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Buy and Hold
CAGR
8.1%
Max DD
-48.9%
Sharpe
0.32

Allocations

Mid-Twenties Portfolio by Burton Malkiel
US Total Stock Market35%
International Developed Equity17.5%
Emerging Markets Equity17.5%
US Real Estate10%
Cash5%
Investment Grade Corporate Bond3.75%
Global Bond Index3.75%
US Dividend Growth3.75%
Inflation-Protected Bond3.75%

Growth of $10,000

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

Mid-Twenties Portfolio by Burton Malkiel