Stocks/Bonds 40/60 Portfolio
The 40/60 Portfolio is a simple, balanced portfolio with a 40% equity and 60% fixed income allocation.
Stocks/Bonds 40/60 PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 60% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 40% |
Stocks/Bonds 40/60 PortfolioPerformance
The chart shows the growth of $10,000 invested in Stocks/Bonds 40/60 Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $25,426 for a total return of roughly 154.26%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Stocks/Bonds 40/60 PortfolioReturns
As of Jul 31, 2021, the Stocks/Bonds 40/60 Portfolio returned 6.33% Year-To-Date and 8.28% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 Portfolio | 1.44% | 6.22% | 6.33% | 14.24% | 9.18% | 8.28% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 1.24% | 0.15% | -0.63% | -0.69% | 3.23% | 3.26% |
VTI Vanguard Total Stock Market ETF | 1.74% | 15.54% | 17.21% | 39.36% | 17.41% | 15.24% |
| Returns over 1 year are annualized | ||||||
Stocks/Bonds 40/60 PortfolioDividends
Stocks/Bonds 40/60 Portfolio granted a 1.81% dividend yield in the last twelve months, as of May 17, 2020.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.81% | 2.00% | 2.34% | 2.64% | 2.46% | 2.28% | 2.34% | 2.38% | 2.37% | 2.25% | 2.91% | 3.06% |
Stocks/Bonds 40/60 PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Stocks/Bonds 40/60 PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Stocks/Bonds 40/60 Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Stocks/Bonds 40/60 Portfolio is 15.64%, recorded on Mar 20, 2020. It took 53 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.64% | Feb 21, 2020 | 21 | Mar 20, 2020 | 53 | Jun 5, 2020 | 74 |
| -7.45% | Aug 30, 2018 | 80 | Dec 24, 2018 | 36 | Feb 15, 2019 | 116 |
| -6.12% | Jul 25, 2011 | 11 | Aug 8, 2011 | 65 | Nov 8, 2011 | 76 |
| -5.27% | Apr 27, 2015 | 85 | Aug 25, 2015 | 149 | Mar 30, 2016 | 234 |
| -4.83% | Apr 26, 2010 | 49 | Jul 2, 2010 | 50 | Sep 14, 2010 | 99 |
| -4.72% | Jan 29, 2018 | 9 | Feb 8, 2018 | 123 | Aug 6, 2018 | 132 |
| -4.52% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -4.33% | Sep 3, 2020 | 14 | Sep 23, 2020 | 37 | Nov 13, 2020 | 51 |
| -3.95% | Nov 9, 2011 | 12 | Nov 25, 2011 | 23 | Dec 29, 2011 | 35 |
| -3.19% | Jun 9, 2020 | 3 | Jun 11, 2020 | 20 | Jul 10, 2020 | 23 |
Stocks/Bonds 40/60 PortfolioVolatility Chart
Current Stocks/Bonds 40/60 Portfolio volatility is 3.10%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.