Balanced Portfolios

Simple portfolios to help you save for retirement.

  • 2. Balanced Index

    Backtest

    • Vanguard

      • Vanguard Balanced Index

        VBAIX
        100%
      •

  • 3. Two Fund

    Backtest

    • Vanguard

      • Vanguard Total Stock Market

        VTSAX
        60%

      • Vanguard Total Bond

        VBTLX
        40%

    • Fidelity

      • Fidelity Total Market

        FSKAX
        60%

      • Fidelity U.S. Bond Index

        FXNAX
        40%

    • Schwab

      • Schwab Total US Market

        SWTSX
        60%

      • Schwab Total Bond

        SWAGX
        40%
      •

  • 4. The Polite Investor

    Backtest

    • Vanguard

      • Total Stock Market ETF

        VTI
        55%

      • S&P 500 ETF

        VOO
        25%

      • Inter-Term Bond ETF

        BIV
        10%

      • Short-Term Inflation-Protected Securities ETF

        VTIP
        10%
      •