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R13_Retirement, All-weather, Solid companies
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

R13_Retirement, All-weather, Solid companies

Currency in USD · Last updated Jun 6, 2026

My future retirement buy and hold portfolio. The goal to provide money for retirement in the form of capital appreciation. Initial modeling done with Portfoliovisualizer with backfill of AVGO with CSCO and TDM with LMT to prolong track record to 2001.

Portfolio created from established, solid, profitable companies with at least 20 years of track record so no TSLA and the likes; kept weight between ~1% and 5% except Lockheed Martin at 9% (for geopolitical reasons). Didn't chase dividends. Contains some long-term Treasury bonds. Tried to keep it diversified and with at least some international exposure. Also tried to minimize volativity.

This portfolio is a work in progress, all comments and suggestions are welcome.

Asset Allocation

1 position 2.50%LMT 8.50%O 5.00%NVO 5.00%29 positions 79.00%BondBondEquityEquity
PositionCategory/SectorTarget Weight
LMT
Lockheed Martin Corporation		Industrials
8.50%
O
Realty Income Corporation		Real Estate
5%
NVO
Novo Nordisk A/S		Healthcare
5%
UNH
UnitedHealth Group Incorporated		Healthcare
4%
GIS
General Mills, Inc.		Consumer Defensive
4%
NEE
NextEra Energy, Inc.		Utilities
4%
COST
Costco Wholesale Corporation		Consumer Defensive
4%
TYL
Tyler Technologies, Inc.		Technology
4%
LLY
Eli Lilly and Company		Healthcare
4%
ENB
Enbridge Inc.		Energy
3.74%
LNG
Cheniere Energy, Inc.		Energy
3.70%
TDG
TransDigm Group Incorporated		Industrials
3.50%
TJX
The TJX Companies, Inc.		Consumer Cyclical
3%
BRO
Brown & Brown, Inc.		Financial Services
3%
AVGO
Broadcom Inc.		Technology
3%
STRL
Sterling Construction Company, Inc.		Industrials
3%
DECK
Deckers Outdoor Corporation		Consumer Cyclical
3%
XLK
State Street Technology Select Sector SPDR ETF		Technology Equities
3%
VUSUX
Vanguard Long-Term Treasury Fund Admiral Shares		Government Bonds
2.50%
ANSS
2.50%
GD
General Dynamics Corporation
2.40%
TMO
Thermo Fisher Scientific Inc.		Healthcare
2.37%
AJG
Arthur J. Gallagher & Co.		Financial Services
2%
ODFL
Old Dominion Freight Line, Inc.		Industrials
2%
MKC
McCormick & Company, Incorporated		Consumer Defensive
2%
EW
Edwards Lifesciences Corporation		Healthcare
2%
BAESY
BAE Systems PLC		Industrials
2%
DRI
Darden Restaurants, Inc.		Consumer Cyclical
1.78%
CTRA
1.50%
FICO
Fair Isaac Corporation		Technology
1.50%
ADM
Archer-Daniels-Midland Company		Consumer Defensive
1.50%
BLK
BlackRock, Inc.		Financial Services
1.31%
CNI
Canadian National Railway Company		Industrials
1.20%

S&P 500 Index

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