Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Ideal Index Portfolio
Details
The Ideal Index Portfolio is profiled in Frank Armstrong’s book The Informed Investor: A Hype-Free Guide to Constructing a Sound Financial Portfolio.
It leans slightly toward value stocks over growth and is equally weighted between the US and international equities.
The portfolio holds 62% in equities, 30% in bonds, and 8% in REITs.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
7.0%
Sharpe Ratio
0.47
10 Year Annual Return
5.3%
Volatility (annualized)
11.0%
Max Drawdown
-40.1%
Positive Periods
65.9%
Dot Com Annual Return
-4.6%
Great Financial Crisis Return
-1.1%
Trade Frequency
Static
Ulcer Performance Index
0.7
How to Invest in the Ideal Index Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
