WiseBanyan 60% Bonds / 40% Stocks Portfolio
Bonds 54%Stocks 44%Cash 0%
3.68%
Avg. annual return since 2014
| Holdings | Allocation |
|---|---|
| Total Market (U.S.) ETFs | 23.6% |
| SCHB | 14.9% |
| VTI | 8.7% |
| Broad Developed World ETFs | 12.9% |
| SCHF | 6.8% |
| VEA | 6.2% |
| Real Estate ETFs | 4.5% |
| VNQ | 3.1% |
| IYR | 1.4% |
| Broad Emerging Market ETFs | 3.0% |
| VWO | 2.5% |
| IEMG | 0.5% |
| Investment Grade Corporate Bond ETFs | 22.6% |
| LQD | 14.2% |
| VCSH | 6.8% |
| VCIT | 1.6% |
| Government Bond ETFs | 14.1% |
| VGIT | 14.1% |
| Inflation-Protected Bond ETFs | 11.3% |
| TIP | 11.3% |
| High-Yield/Junk Bond ETFs | 6.5% |
| SJNK | 6.5% |