Global Market Portfolio
A broadly diversified portfolio investing across global equities and bonds.
CAGR
9.3%
Max Drawdown
-28.7%
Sharpe Ratio
0.71
Inception
2010-01-01
Performance
Asset Allocation
| Symbol | Name | Weight |
|---|---|---|
| VT | Total World Stock | 60% |
| BNDW | Total World Bond | 40% |
Strategy Rules
- •Rebalance annually or when allocation drifts ±5%
- •Dividends and interest are immediately reinvested
- •Prioritize tax-advantaged accounts where possible