Strategy - Couch Potato - Conservative (American)
A diversified, low maintenance portfolio that consists of American and global equities in addition to American bonds. Limited exposure to each asset class provides protection from cases where the American or global economies slow down, as well as from increasing interest rates.
Past PerformanceRelatively low performance during bull markets (2002-2007, 2009-present), but large bond allocation resulted in protection during bear markets (2000-2001, 2008).
Transaction costs are minimized as rebalancing only occurs once a year.
|Aggregate Bonds (USD)||AGG||70.0 %|
|Global Equities (USD)||EFA||20.0 %|
|S&P 500||SPY||10.0 %|
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The information below shows how well this strategy performed in the past so that you can determine if it would be a good fit for you. The strategy backtest results are shown compared against the "Couch Potato - Balanced" benchmark strategy.