Stocks/Bonds 80/20 Portfolio
The 80/20 Portfolio is a simple, balanced portfolio with an 80% equity and 20% fixed income allocation.
Stocks/Bonds 80/20 PortfolioAsset Allocation
Position | Category/Sector | Weight |
---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 20% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 80% |
Stocks/Bonds 80/20 PortfolioPerformance
The chart shows the growth of $10,000 invested in Stocks/Bonds 80/20 Portfolio in Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $36,949 for a total return of roughly 269.49%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Stocks/Bonds 80/20 PortfolioReturns
As of Feb 7, 2023, the Stocks/Bonds 80/20 Portfolio returned 6.80% Year-To-Date and 10.21% of annualized return in the last 10 years.
1M | YTD | 6M | 1Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Benchmark | 5.55% | 7.07% | -0.82% | -8.65% | 8.83% | 10.56% |
Stocks/Bonds 80/20 Portfolio | 5.11% | 6.80% | -0.24% | -7.30% | 8.64% | 10.21% |
Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | 6.31% | 7.89% | 0.23% | -7.27% | 10.25% | 12.26% |
BND Vanguard Total Bond Market ETF | 0.37% | 2.48% | -2.03% | -8.22% | 0.74% | 1.27% |
Returns over 1 year are annualized |
Stocks/Bonds 80/20 PortfolioDividends
Stocks/Bonds 80/20 Portfolio granted a 1.79% dividend yield in the last twelve months.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.79% | 1.85% | 1.39% | 1.64% | 2.07% | 2.36% | 2.06% | 2.29% | 2.41% | 2.31% | 2.34% | 2.88% | 2.83% | 2.85% |
Stocks/Bonds 80/20 PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Stocks/Bonds 80/20 PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Stocks/Bonds 80/20 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 80/20 Portfolio is 28.47%, recorded on Mar 23, 2020. It took 92 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-28.47% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
-23.4% | Dec 28, 2021 | 202 | Oct 14, 2022 | — | — | — |
-15.81% | Sep 21, 2018 | 65 | Dec 24, 2018 | 68 | Apr 3, 2019 | 133 |
-15.55% | Jul 8, 2011 | 61 | Oct 3, 2011 | 83 | Feb 1, 2012 | 144 |
-12.51% | Apr 26, 2010 | 49 | Jul 2, 2010 | 85 | Nov 2, 2010 | 134 |
-11.5% | May 22, 2015 | 183 | Feb 11, 2016 | 74 | May 27, 2016 | 257 |
-8.18% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
-7.64% | Apr 3, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
-7.64% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
-6.32% | Jan 20, 2010 | 14 | Feb 8, 2010 | 18 | Mar 5, 2010 | 32 |
Stocks/Bonds 80/20 PortfolioVolatility Chart
Current Stocks/Bonds 80/20 Portfolio volatility is 7.69%. 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.