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UpMyInterest Medium Risk Portfolio

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Our moderate risk / reward portfolio for investors planning to save for at least 10 more years. Click here for more information.

This portfolio may not reflect the current view of the author.

AssetHolding [%]
VTI
Vanguard Tot Stock Market ETF
30.0
VEU
Vanguard All-World ex-US ETF
30.0
TLT
iShares 20+ Year Treas Bond ETF
20.0
VNQ
Vanguard Real Estate ETF
5.0
GSG
iShares Commodity-Indexed Trust
5.0
VTIP
Vangrd Short-Term Infl-Protect
5.0
IAU
iShares Gold Trust
4.0
Bitcoin
Bitcoin
1.0

Historical Summary

Mean annual return: 24.1%

Min annual return: -23.1%

Max annual return: 47.2%

Table of Annual Returns

YearReturn [%]
2017 47.2
2018-23.1
2019 27.2
2020 45.0

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.