All Weather Port
Submitted by @DiverseDave · 7 holdings · Total value: $100.0k
Overall score: 88/100 · Grade: A
Score breakdown
- Strength: 80/100 — quality and fundamentals of holdings
- Diversity: 95/100 — spread across sectors and asset types
- Exposure: 86/100 — balance and risk management
Analysis
Well-constructed index-based portfolio using Vanguard funds known for low-cost, broad market exposure across asset classes.
Exceptional diversification across stocks, bonds, real estate, commodities, and international markets with balanced allocations.
Balanced risk profile with significant defensive assets. Gold and bonds provide downside protection. Appropriate cash reserve.
Top holdings
- VOO — Vanguard S&P 500 ETF (25.0%, Diversified)
- BND — Vanguard Total Bond ETF (20.0%, Fixed Income)
- VEA — Vanguard FTSE Developed ETF (15.0%, International)
- VNQ — Vanguard Real Estate ETF (10.0%, Real Estate)
- GLD — SPDR Gold Shares (10.0%, Materials)