Oct 28
Portfolio #3: Moderate Portfolio
The third portfolio in this series of five is the moderate portfolio. Again, these sample investments come out of the Lydon and Wasik book. Below is the ticker list and target percentages.
- SPY = 30%
- VO = 10%
- IWM = 10%
- EFA = 15%
- EEM = 15%
- TLT = 10%
- SHY = 10%
Running an analysis on the moderate portfolio we have the following values.
- Return = 8.39%
- SD = 14.24%
- PA = 50.27%
- DM = 26%
- R^2 = 95.4%
Note the return decrease as we move toward more conservative portfolios.
Lowell Herr
Photograph: Leaving Villefranche, France
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