Balanced 60/40

A traditional balanced portfolio with stocks and bonds

Worst-Case Drawdown

-22.3%

vs your comfort: -20%

Volatility

12.1%

annualized

Sharpe Ratio

1.05

risk-adjusted return

Market Beta

0.72

market sensitivity

Holdings

S&P 500 ETF

SPY · Diversified

40%

Total Bond ETF

BND · Bonds

30%

International ETF

VXUS · International

15%

REIT ETF

VNQ · Real Estate

10%

Gold ETF

GLD · Commodities

Interest Rate Risk

30% bond allocation sensitive to rates

Inflation Erosion

Fixed income may underperform in high inflation

Correlation Breakdown

Stocks and bonds may fall together

2022 Rate Hike Environment

Already occurred

-18.4%

Stagflation Scenario

Moderate

-25.2%

Mild Recession

High

-15.8%

This is a demo analysis. Want to analyze your own portfolio?