50-70 Percent Core Satellite Balanced Portfolio
0.39%April 25 | MyPlanIQ portfolio symbol P_73124

Buy and Hold (Annually Rebalance)
DividendStocks VDIGX 10%
USREITs VGSIX 5%
TotalReturnBonds P_46880 30%
TacticalStocks P_61056 55%

Simulated from 01/02/2001


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 01/02/2001 to 04/25/2024, the worst annualized return of 3-year rolling returns is 4.88%.

From 01/02/2001 to 04/25/2024, the worst annualized return of 5-year rolling returns is 5.27%.

From 01/02/2001 to 04/25/2024, the worst annualized return of 10-year rolling returns is 8.5%.

Maximum Drawdown

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