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UpMyInterest Conservative Portfolio

Select 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.

AssetHolding [%]
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

Historical Summary

Mean annual return: 10.3%

Min annual return: -4.2%

Max annual return: 17.1%

Table of Annual Returns

YearReturn [%]
2017 12.6
2018 -4.2
2019 17.1
2020 15.5

Historical growth

Misc. information

nan


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.