The Conservative Income – Tax Aware Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios.
It is intended for those looking for a conservative portfolio that generates income, but held in a taxable account.
The portfolio holds 70% in bonds, 25% in cash, and 5% in REITs.
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
Low | Average | High | |
|---|---|---|---|
1-Year | -11.6% | 3.9% | 12.4% |
3-Year | -2.3% | 4.1% | 9.4% |
5-Year | 0.3% | 4.1% | 7.4% |
10-Year | 1.1% | 4.0% | 6.3% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 3.9% | 9.3% | 10.3% |
10Y Annual Return | 1.5% | 7.9% | 12.2% |
Sharpe Ratio | 0.58 | 0.51 | 0.43 |
Max Drawdown | -12.2% | -29.7% | -50.97% |
Volatility (annualized) | 3.3% | 9.9% | 15.4% |
Dot Com Annual Return | 8.8% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | 3.4% | -0.3% | -5.66% |
Positive Periods | 68.7% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
