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 in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $22,222 for a total return of roughly 122.22%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Stocks/Bonds 40/60 PortfolioReturns
As of Nov 30, 2022, the Stocks/Bonds 40/60 Portfolio returned -15.88% Year-To-Date and 7.33% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 1.45% | -4.82% | -16.96% | -13.86% | 8.56% | 10.84% |
| Stocks/Bonds 40/60 Portfolio | 2.08% | -4.53% | -14.43% | -13.63% | 4.32% | 5.80% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 2.55% | -5.20% | -13.08% | -13.33% | -0.01% | 0.95% |
VTI Vanguard Total Stock Market ETF | 1.37% | -4.07% | -17.07% | -14.85% | 9.77% | 12.57% |
| Returns over 1 year are annualized | ||||||
Stocks/Bonds 40/60 PortfolioDividends
Stocks/Bonds 40/60 Portfolio granted a 2.13% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.13% | 1.70% | 1.97% | 2.48% | 2.71% | 2.46% | 2.59% | 2.72% | 2.84% | 2.90% | 3.51% | 3.77% | 4.11% |
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 19.79%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.79% | Nov 8, 2021 | 236 | Oct 14, 2022 | — | — | — |
| -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 | 124 | Aug 7, 2018 | 133 |
| -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 |
Stocks/Bonds 40/60 PortfolioVolatility Chart
Current Stocks/Bonds 40/60 Portfolio volatility is 6.33%. 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.