P Buffett Total Stock Market Valuation to GNP Ratio and Minimum Stocks
0.38%June 01 | MyPlanIQ portfolio symbol P_74774

Buy and Hold (Annually Rebalance)
CoreUSStocks VTSMX 10%
CoreUSREITs VGSIX 5%
CoreIntlStocks VGTSX 4%
CoreEmStocks VEIEX 1%
SatelliteTactical P_63708 80%

Simulated from 07/02/2001

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Historical Return Chart

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Return Calculator

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Rolling Returns

From 07/02/2001 to 06/01/2023, the worst annualized return of 3-year rolling returns is -0.18%.

From 07/02/2001 to 06/01/2023, the worst annualized return of 5-year rolling returns is 2.29%.

From 07/02/2001 to 06/01/2023, the worst annualized return of 10-year rolling returns is 7.22%.

Maximum Drawdown

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