Portfolio
Balanced 60/40
60% U.S. Equity · 40% U.S. Bonds
Annualized return
9.8%Annualized risk
9.7%My Analysis
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TrendToWealth sample
Asset Classes
27 securities · 1 widgets
Asset-Class Heat Map
Total return, from adjusted closes. Data through Oct 16, 2026
Swipe or scroll sideways to see all selected time periods.
| Exposure | ETF | |
|---|---|---|
| US Equity | ||
IVV | IVV | +12.9% |
IJH | IJH | +10.5% |
IJR | IJR | +14.0% |
IVW | IVW | +13.0% |
IVE | IVE | +12.3% |
QUAL | QUAL | +13.9% |
MTUM | MTUM | +17.6% |
USMV | USMV | +8.7% |
RSP | RSP | +13.1% |
| International | ||
EFA | EFA | +9.5% |
VGK | VGK | +6.3% |
EWJ | EWJ | +18.2% |
EEM | EEM | +15.5% |
MCHI | MCHI | -14.2% |
| Fixed Income | ||
BIL | BIL | +2.9% |
SHY | SHY | +0.6% |
IEF | IEF | -3.1% |
TLT | TLT | -5.0% |
AGG | AGG | -1.6% |
TIP | TIP | -4.0% |
LQD | LQD | -2.8% |
HYG | HYG | -0.4% |
EMB | EMB | -1.6% |
| Real Assets | ||
GLD | GLD | -3.6% |
DBC | DBC | +50.9% |
VNQ | VNQ | +6.6% |
IGF | IGF | +5.5% |
NegativePositive0 = neutral · blank = unavailable
Method
Each period uses separate positive and negative scales across selected securities. Relative cells show the return difference versus the workspace benchmark as a percentage. Data through is the latest usable market observation.
TrendToWealth sample
Balanced 60/40 portfolio
| Asset class | Expected return | Expected risk |
|---|---|---|
| U.S. Equity | 15.4% | 15.4% |
| U.S. Bonds | 1.4% | 5.1% |
Risk / return — Expected return
All returns and risk are annualized. Historical modes require the complete selected trailing period.
● Individual asset class■ Portfolio
Expected values are estimates from canonical asset-class history and current specified assumptions. Past performance does not predict future results.