This is the optimal allocation today based on the portfolio constraints you've set. This allocation will change slowly over time as bond yields change, so rerun your portfolio during key events like periodic rebalances. Learn more. Use the submenu below to explore results.
| Asset Allocation Hover Over Rows for Sample Assets |
|
|---|---|
| Asset Class | Allocation |
Sample tickers: IEF, IEI, SCHR This list is not exhaustive and there are other ETFs and mutual funds that represent this asset class. Learn more. Intermediate-Term US Treasuries | 32.4% |
Sample tickers: SPY, IVV, VTI This list is not exhaustive and there are other ETFs and mutual funds that represent this asset class. Learn more. US Large Cap Stocks | 21.3% |
Sample tickers: GLD, IAU, SGOL This list is not exhaustive and there are other ETFs and mutual funds that represent this asset class. Learn more. Gold | 20.9% |
Sample tickers: IWM, IJR, SCHA This list is not exhaustive and there are other ETFs and mutual funds that represent this asset class. Learn more. US Small Cap Stocks | 18.3% |
Sample tickers: EFA, VEA, SCHF This list is not exhaustive and there are other ETFs and mutual funds that represent this asset class. Learn more. International Stocks | 7.0% |
| Money Market or US TBills | 0.0% |