Simply Easy
This portfolio is possibly the easiest portfolio an investor can implement. As you can see this sample portfolio only contains 4 indexes with one of them being a money market. At the same time it captures the whole market by using broad based domestic, bond, and international indexes. It is tax efficient but can be made more so by using a tax free bond fund and splitting the international component.
Portfolio Allocation
- Money Market - 3%
- Total Bond Market - 30%
- Total International - 33%
- Large Cap Blend (TSM) - 34%
Portfolio Information
Yearly Returns
- 2007 9.2%
- 2006 15.49%
- 2005 8.17%
- 2004 12.53%
- 2003 25.56%
- 2002 -9.37%
- 2001 -7.41%
- 2000 -5.29%
- 1999 18.71%
- 1998 15.43%
- 1997 13.28%
- 1996 10.93%
- 1995 21.07%
- 1994 1.17%
- 1993 19.53%
- 1992 2.83%
- 1991 23.02%
- 1990 -6.24%
- 1989 20.43%
- 1988 18.56%
- 1987 9.95%
- 1986 32.29%
- 1985 35.49%
- 1984 8.84%
- 1983 18.72%
- 1982 14.7%
- 1981 2.37%
- 1980 21.1%
- 1979 11.59%
- 1978 15.22%
- 1977 7.21%
- 1976 13.8%
- 1975 27.94%
- 1974 -14.67%
- 1973 -9.79%
- 1972 20.24%
Portfolio Stats
- Average Return 11.74%
- CAGR 11.08%
- Standard Dev 12.03%
- Correlation US 0.87