The Income with Growth Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios.
The portfolio holds 19% in equities, 55% in bonds, 20% in cash, and 6% in REITs and commodities.
Weight | Ticker | ETF Name | Sector | |
|---|---|---|---|---|
37% | AGG | iShares Core U.S. Aggregate Bond ETF | Bond, U.S., All-Term | |
20% | BIL | SPDR Blmbg Barclays 1-3 Month T-Bill ETF | Bond, U.S., Ultra Short-Term | |
10% | TIP | iShares TIPS Bond ETF | Bond, U.S., All-Term | |
9% | SPY | SPDR S&P 500 ETF | Equity, U.S., Large Cap | |
8% | EFA | iShares MSCI EAFE ETF | Equity, Inter. Developed, Large Cap | |
5% | VNQ | Vanguard Real Estate Index Fund ETF | Real Estate, U.S. | |
4% | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Bond, U.S., Intermediate-Term | |
4% | BNDX | Vanguard Total International Bond ETF | Bond, International, All-Term | |
2% | IWM | iShares Russell 2000 ETF | Equity, U.S., Small Cap | |
1% | DBC | Invesco DB Commodity Index Tracking Fund | Commodity, Diversified |
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Low | Average | High | |
|---|---|---|---|
1-Year | -15.5% | 4.8% | 23.6% |
3-Year | -2.7% | 4.8% | 12.0% |
5-Year | 0.5% | 4.8% | 9.5% |
10-Year | 2.9% | 4.8% | 6.8% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 4.8% | 9.3% | 10.3% |
10Y Annual Return | 3.3% | 7.9% | 12.2% |
Sharpe Ratio | 0.60 | 0.51 | 0.43 |
Max Drawdown | -17.8% | -29.7% | -50.97% |
Volatility (annualized) | 4.8% | 9.9% | 15.4% |
Dot Com Annual Return | 3.9% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | 1.7% | -0.3% | -5.66% |
Positive Periods | 69.3% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
