- Portfolio Overview
- Asset Allocation and ETFs
- Performance
- Calculators
- Rolling Returns
- Drawdowns
Portfolio Overview
Buy and Hold (Annually Rebalance)
DividendStocks VDIGX 10%
USREITs VGSIX 5%
TotalReturnBonds P_46880 30%
TacticalStocks P_61056 55%
Simulated from 01/02/2001
Asset Allocation
| Symbol | Category/Sector | Target Weight |
|---|---|---|
|
VDIGX VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES |
US Equity | 10% |
|
VGSIX VANGUARD REIT INDEX FUND INVESTOR SHARES |
Real Estate | 5% |
|
P_46880 Schwab Total Return Bond |
30% | |
|
P_61056 P SMA 200d VFINX Total Return Bond As Cash Monthly |
55% |
Historical Performance
The return data shown below all have the same latest date: 04/30/2025.
AR inception is since 01/02/2001.
AR inception is since 01/02/2001.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 50-70 Percent Core Satellite Balanced Portfolio | -2.68% | 4.58% | 4.77% | 7.58% | 6.45% | 8.41% | 9.09% | 9.39% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | -4.97% | 11.94% | 11.80% | 15.55% | 12.21% | 12.85% | 10.16% | 8.24% |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 1.15% | 10.14% | 6.94% | 7.68% | 5.84% | 6.64% | 6.00% | 5.62% |
| Ticker/Portfolio | Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 50-70 Percent...Portfolio | 0.39 | 4.58 | 4.77 | 7.58 | 6.45 | 8.41 | 9.09 | 9.39 | -2.68 | 10.97 | 10.05 | -13.72 | 18.88 | 12.27 | 14.31 | -4.08 | 16.34 | 10.64 | -1.98 | 11.76 | 21.82 | 15.46 | 2.99 | 17.82 | 27.73 | -5.82 | 5.45 | 15.61 | 4.85 | 11.60 | 33.52 | 1.83 | 2.37 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | 3.60 | 11.94 | 11.80 | 15.55 | 12.21 | 12.85 | 10.16 | 8.24 | -4.97 | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VSMGX (VANGUA...R SHARES) | 2.26 | 10.14 | 6.94 | 7.68 | 5.84 | 6.64 | 6.00 | 5.62 | 1.15 | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | 50-70 Percent...Portfolio | NA | -0.17 | 0.04 | 0.51 | 0.52 | NA | NA | 0.91 | -0.34 | 0.46 | 0.66 | -1.72 | 1.99 | 0.92 | 1.88 | -0.50 | 3.43 | 1.52 | -0.21 | 1.44 | 2.66 | 1.71 | 0.24 | 1.75 | 2.63 | -0.90 | 0.21 | 1.67 | 0.36 | 1.33 | 4.32 | 0.18 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 0.23 | 0.32 | 0.74 | 0.56 | NA | NA | 0.44 | -0.70 | 1.44 | 1.69 | -0.81 | 2.17 | 0.53 | 2.40 | -0.34 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.15 | 1.24 | 0.25 | 0.88 | 1.63 | -0.90 | -0.68 | -0.59 | 0.98 | 1.24 | 1.62 | 1.63 | 4.33 | -0.18 | 0.91 | 0.58 | 1.92 | -0.53 | 1.73 | 0.60 | 0.00 | 0.31 | 1.49 | -0.24 | 0.80 | 0.65 | -1.27 | 1.19 | -3.84 | |
| VSMGX (VANGUA...R SHARES) | NA | 0.29 | 0.15 | 0.51 | 0.38 | NA | NA | 0.49 | -0.10 | 0.48 | 1.37 | -1.22 | 1.32 | 0.70 | 2.78 | -0.86 | 3.76 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.41 | 1.36 | 0.50 | 1.49 | 2.09 | -0.75 | -0.58 | -0.23 | 1.08 | 1.57 | 1.57 | 0.93 | 4.20 | 4.63 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | 50-70 Percent...Portfolio | NA | 10.21 | 8.68 | 9.76 | 9.15 | NA | NA | 8.81 | 10.59 | 9.58 | 8.74 | 8.77 | 9.48 | 13.03 | 6.85 | 10.71 | 4.57 | 6.84 | 9.45 | 8.14 | 8.19 | 8.99 | 12.60 | 10.15 | 10.50 | 7.48 | 11.49 | 7.38 | 7.38 | 8.00 | 7.60 | 4.07 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 19.39 | 18.60 | 17.94 | 18.44 | NA | NA | 18.12 | 28.69 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VSMGX (VANGUA...R SHARES) | NA | 10.43 | 10.86 | 10.39 | 10.40 | NA | NA | 11.50 | 14.60 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | 50-70 Percent...Portfolio | NA | 8.43 | 8.43 | 14.83 | 16.99 | NA | NA | 16.99 | 7.36 | 5.12 | 8.24 | 14.83 | 4.23 | 16.99 | 3.39 | 13.84 | 1.49 | 4.25 | 8.55 | 5.02 | 5.84 | 6.92 | 12.79 | 9.18 | 4.70 | 11.62 | 7.23 | 5.39 | 5.14 | 6.59 | 4.35 | 5.50 | 1.30 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VSMGX (VANGUA...R SHARES) | NA | 9.62 | 13.24 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | 50-70 Percent...Portfolio | NA | 0.69 | 0.81 | 0.77 | 0.74 | NA | NA | 0.61 | NA | 0.23 | 0.53 | 0.82 | 0.92 | 0.55 | 0.80 | 0.92 | 0.48 | 0.74 | 0.75 | 0.68 | 0.49 | 0.43 | 0.40 | 0.41 | 0.54 | 0.42 | 0.46 | 0.48 | 0.52 | 0.52 | 0.55 | 0.58 | 0.88 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
50-70 Percent Core Satellite Balanced Portfolio Return Calculator
Calculate Performance
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Calculators
Dollar Cost Average Calculator for 50-70 Percent Core Satellite Balanced Portfolio
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Retirement Spending Calculator for 50-70 Percent Core Satellite Balanced Portfolio
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Rolling Returns
From 01/02/2001 to 04/30/2025, the worst annualized return of 3-year rolling returns for 50-70 Percent Core Satellite Balanced Portfolio is 1.76%.
From 01/02/2001 to 04/30/2025, the worst annualized return of 5-year rolling returns for 50-70 Percent Core Satellite Balanced Portfolio is 4.46%.
From 01/02/2001 to 04/30/2025, the worst annualized return of 10-year rolling returns for 50-70 Percent Core Satellite Balanced Portfolio is 6.45%.
Maximum Drawdown
50-70 Percent Core Satellite Balanced Portfolio Maximum Drawdown