Sixty Forty
Submitted by @BalancedBarry · 4 holdings · Total value: $100.0k
Overall score: 82/100 · Grade: A
Score breakdown
- Strength: 78/100 — quality and fundamentals of holdings
- Diversity: 80/100 — spread across sectors and asset types
- Exposure: 88/100 — balance and risk management
Analysis
Broad S&P 500 core plus an aggregate bond fund — the time-tested balanced allocation.
Equity, bonds, gold and cash give genuine cross-asset balance with limited overlap.
Classic 60/40 with a gold sleeve. Low volatility and a smooth ride through most market regimes.
Top holdings
- VOO — Vanguard S&P 500 ETF (50.0%, Diversified)
- BND — Vanguard Total Bond ETF (30.0%, Fixed Income)
- GLD — SPDR Gold Shares (10.0%, Materials)
- CASH — Cash (10.0%, Cash & Equivalents)