Balanced
Many people have seen the actively managed balanced funds that are out there. What if you could beat those funds tax efficiently, cheaply, and easily? Welcome to the simple balanced portfolio. This portfolio contains only two funds and is extremely easy to implement. Take a look at the other balanced funds and see how they compare. Don’t forget the fact that this can be done with an expense ratio less than 0.15%!
Portfolio Allocation
- Total Bond Market - 50%
- Large Cap Blend (TSM) - 50%
Portfolio Information
Yearly Returns
- 2008 -16%
- 2007 6.21%
- 2006 9.89%
- 2005 4.19%
- 2004 8.38%
- 2003 17.66%
- 2002 -6.35%
- 2001 -1.27%
- 2000 0.41%
- 1999 11.53%
- 1998 15.92%
- 1997 20.22%
- 1996 12.27%
- 1995 26.99%
- 1994 -1.42%
- 1993 10.15%
- 1992 8.47%
- 1991 24.98%
- 1990 1.33%
- 1989 21.27%
- 1988 12.68%
- 1987 1.42%
- 1986 14.6%
- 1985 25.1%
- 1984 9.4%
- 1983 15.1%
- 1982 23.1%
- 1981 3.55%
- 1980 19.65%
- 1979 14.8%
- 1978 4.85%
- 1977 -0.6%
- 1976 19.2%
- 1975 23.5%
- 1974 -10.1%
- 1973 -7.35%
- 1972 11.3%
Portfolio Stats
- Average Return 9.59%
- CAGR 9.08%
- Standard Dev 10.62%
- Correlation US -0.01