UpMyInterest 2018-2021 Conservative Portfolio
Our conservative portfolio for investors that may need to access funds within a year.
Other information about this portfolio.
This portfolio may not reflect the current view of the author.
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| Asset | Holding [%] |
|---|
VGIT
Vanguard Intermediate-Term Treasury ETF |
10 |
BND
Vanguard Total Bond Market ETF |
10 |
VTI
Vanguard Tot Stock Market ETF |
25 |
VEU
Vanguard FTSE All-World ex-US ETF |
15 |
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF |
15 |
IAU
iShares Gold Trust |
15 |
GSG
iShares S&P GSCI Commodity-Indexed Trust |
7 |
bitcoin
Bitcoin |
3 |
|
Historical Summary
Mean annual return: 21.8
Min annual return: -10.4
Max annual return: 140.5
Table of Annual Returns
| Year | Return [%] |
|---|
| 2023 | 16.8 |
| 2022 | -10.4 |
| 2021 | 11.3 |
| 2020 | 20.4 |
| 2019 | 19.7 |
| 2018 | -6.6 |
| 2017 | 41.0 |
| 2016 | 11.4 |
| 2015 | -2.3 |
| 2014 | -1.6 |
| 2013 | 140.5 |
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Historical growth
Misc. information
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Notes
- Returns assume dividend reinvestment.
- Returns assume continuous rebalancing.
- Vanguard index funds like VTI, VWO, etc. were used where a portfolio calls for US equities, emerging market equities, etc. There are other providers of analogous index funds.
Do your own research before selecting an index fund for your portfolio. We do not endorse Vanguard or receive any compensation from them.
Click here for other historical returns.
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