Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Balanced Portfolio by Schwab
Details
The Balanced Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios.
As the name suggest, it is intended for those looking to invest in a portfolio equally balanced between equities, bonds, and cash and alternatives.
The portfolio holds 37% in equities, 38% in bonds, 15% in cash, and 10% in REITs and commodities.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
6.3%
Sharpe Ratio
0.58
10 Year Annual Return
4.2%
Volatility (annualized)
7.2%
Max Drawdown
-25.8%
Positive Periods
68.2%
Dot Com Annual Return
1.2%
Great Financial Crisis Return
1.7%
Trade Frequency
Static
Ulcer Performance Index
0.9
How to Invest in the Balanced Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
