Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Betterment 50/50 Portfolio
Details
The Betterment 50/50 Portfolio is an option provided by the Betterment Robo-Advisor that invests 50% of the portfolio in stocks and 50% of the portfolio in bonds.
It’s looking to achieve global diversity by investing in international stocks and bonds while mixing in value stocks as well.
One thing to keep in mind with this profile is it does not account for the Tax Loss Harvesting offered by Betterment.
This is only a backtest of the 50% Stocks / 50% Bonds asset allocation.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
6.36%
Sharpe Ratio
0.52
10 Year Annual Return
4.9%
Volatility (annualized)
9.3%
Max Drawdown
-32.5%
Positive Periods
64.6%
Dot Com Annual Return
0.2%
Great Financial Crisis Return
2.0%
Trade Frequency
Static
Ulcer Performance Index
0.8
How to Invest in the Betterment 50/50 Portfolio
This portfolio can be duplicated using the recommended ETFs and M1 Finance as the investment platform. Find out why.
You can also open a Betterment account and invest in this portfolio through their Robo-Advisor services.
