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 on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $40,528 for a total return of roughly 305.28%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Stocks/Bonds 80/20 PortfolioReturns
As of Jan 19, 2022, the Stocks/Bonds 80/20 Portfolio returned -4.11% Year-To-Date and 12.82% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | -3.97% | -0.94% | 7.48% | 21.47% | 15.05% | 13.31% |
| Stocks/Bonds 80/20 Portfolio | -4.11% | -1.95% | 3.90% | 13.94% | 14.05% | 12.82% |
| Portfolio components: | ||||||
VTI Vanguard Total Stock Market ETF | -4.55% | -1.77% | 5.83% | 18.49% | 16.55% | 15.22% |
BND Vanguard Total Bond Market ETF | -2.31% | -2.86% | -3.72% | -3.36% | 2.97% | 2.57% |
| Returns over 1 year are annualized | ||||||
Stocks/Bonds 80/20 PortfolioDividends
Stocks/Bonds 80/20 Portfolio granted a 1.42% dividend yield in the last twelve months, as of Jan 19, 2022.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.42% | 1.36% | 1.61% | 2.03% | 2.32% | 2.02% | 2.24% | 2.36% | 2.26% | 2.29% | 2.83% | 2.78% | 2.79% |
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 |
| -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 |
| -5.95% | Sep 17, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
Stocks/Bonds 80/20 PortfolioVolatility Chart
Current Stocks/Bonds 80/20 Portfolio volatility is 17.02%. 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.