Household review · Growth
A composed allocation, brought back into balance.
Modeled 10-yr return
6.9% /yr
Target allocation
Equities 69.0% · Fixed 31.0%69%
Equity
Large CapVOO41.9%
Mid CapIJH13.9%
Small CapIJR13.2%
TreasuriesGOVT18.8%
CorporatesLQD12.2%
Volatility
11.8%
Max DD
-21.9%
Sharpe
0.28
Yield
2.4%
Drift
▲ 9.4% offLarge Cap-9.4%
Treasuries+5.6%
Corporates+4.3%
Mid Cap-2.3%
Small Cap+1.8%
Security lookup
Ticker or fund CUSIP · live quoteEquity-linked note terms
CUSIP or filing URL · primary sourceExamples
Rebalance ledger
5 actions · $290,083SleeveActionTickerAmountNew wt
Large CapBuyVOO$233,69341.9%
TreasuriesSellGOVT$138,19518.8%
CorporatesSellLQD$107,40312.2%
Mid CapBuyIJH$56,39013.9%
Small CapSellIJR$44,48413.2%
Large Cap
$806,240
32.5% held · 41.9% target
Mid Cap
$288,600
11.6% held · 13.9% target
Small Cap
$372,100
15.0% held · 13.2% target
Treasuries
$604,800
24.4% held · 18.8% target
Corporates
$410,200
16.5% held · 12.2% target