UpMyInterest 2018-2020 Medium Risk Portfolio
Our moderate risk / reward portfolio for investors planning to save for at least 10 more years.
Other information about this portfolio.
This portfolio may not reflect the current view of the author.
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| Asset | Holding [%] |
|---|
VTI
Vanguard Tot Stock Market ETF |
30 |
VEU
Vanguard FTSE All-World ex-US ETF |
30 |
TLT
iShares 20+ Year Treasury Bond ETF |
20 |
VNQ
Vanguard Real Estate ETF |
5 |
GSG
iShares S&P GSCI Commodity-Indexed Trust |
5 |
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF |
5 |
IAU
iShares Gold Trust |
4 |
bitcoin
Bitcoin |
1 |
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Historical Summary
Mean annual return: 12.3
Min annual return: -17.7
Max annual return: 55.5
Table of Annual Returns
| Year | Return [%] |
|---|
| 2024 | 10.4 |
| 2023 | 15.8 |
| 2022 | -17.7 |
| 2021 | 13.7 |
| 2020 | 16.1 |
| 2019 | 22.7 |
| 2018 | -7.9 |
| 2017 | 27.0 |
| 2016 | 8.5 |
| 2015 | -3.0 |
| 2014 | 6.8 |
| 2013 | 55.5 |
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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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