Wolf
This is my personal portfolio’s allocation. The portfolio is heavy small and value stocks as I believe in small cap and value premiums. It has enough international to curve my desire for total diversification. The reason for an almost 30% bond allocation is I can’t see sacrificing a huge margin of safety for a very small performance boost.
Portfolio Allocation
- Emerging Markets - 8%
- REIT - 6%
- Small Cap Value - 14%
- Large Cap Blend - 13%
- Large Cap Value - 13%
- Money Market - 5%
- Total Bond Market - 25%
- International Europe - 8%
- International Pacific - 8%
Portfolio Information
Yearly Returns
- 2008 -25.39%
- 2007 5.3%
- 2006 16.99%
- 2005 8.96%
- 2004 14.9%
- 2003 27.06%
- 2002 -8%
- 2001 -2.1%
- 2000 2.48%
- 1999 15.46%
- 1998 7.18%
- 1997 14.92%
- 1996 14.42%
- 1995 21.07%
- 1994 0.18%
- 1993 21.9%
- 1992 8.86%
- 1991 25.84%
- 1990 -6.76%
- 1989 21.21%
- 1988 19.62%
- 1987 6.59%
- 1986 26.79%
- 1985 32.92%
- 1984 9.77%
- 1983 22.69%
- 1982 17.35%
- 1981 5.57%
- 1980 20.77%
- 1979 15.39%
- 1978 15.91%
- 1977 11.62%
- 1976 24.17%
- 1975 32.61%
- 1974 -13.65%
- 1973 -9.15%
- 1972 21.88%
Portfolio Stats
- Average Return 12.04%
- CAGR 11.22%
- Standard Dev 13.15%
- Correlation US -0.05