UpMyInterest 2018-2021 Conservative Portfolio
Our conservative portfolio for investors that may need to access funds within a year. Click here for more information.
This portfolio may not reflect the current view of the author.
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| Asset | Holding [%] |
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TLT
iShares 20+ Year Treas Bond ETF | 45.0 |
VTI
Vanguard Tot Stock Market ETF | 15.0 |
VEU
Vanguard All-World ex-US ETF | 15.0 |
VTIP
Vangrd Short-Term Infl-Protect | 10.0 |
IAU
iShares Gold Trust | 10.0 |
VGIT
Vanguard Int-Term Treasury ETF | 5.0 |
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Historical Summary
Mean annual return: 7.9%
Min annual return: -3.7%
Max annual return: 16.6%
Table of Annual Returns
| Year | Return [%] |
|---|
| 2018 | -3.7 |
| 2019 | 16.6 |
| 2020 | 15.6 |
| 2021 | 3.0 |
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Historical growth
Misc. information
nan
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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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