Retirement Portfolio

401K · IRA

ETF allocation for long-term retirement accounts

1 DAY
-0.75%
vs Benchmark (-1.00%)+0.25%
1 MONTH
-1.00%
vs Benchmark (-3.80%)+2.80%
YTD
-1.30%
vs Benchmark (-4.10%)+2.80%

Asset Allocation

VOOVanguard S&P 500
25.0%
BNDTotal Bond Market
20.0%
VTITotal Stock Market
15.0%
SCHDDividend Equity
12.0%
VNQReal Estate
8.0%
GLDGold Shares
8.0%
TIPTIPS Bond
7.0%
VIGDividend Growth
5.0%
CASHCash & Equivalents
0.0%
25.0%VOO

Market Analysis

This portfolio is designed for conservative, long-term growth with a focus on diversification across major asset classes. By combining a core S&P 500 position with broad market exposure and fixed income stability, the retirement strategy aims to capture market upside while significantly reducing drawdown risk through bond and commodity hedges.

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Position Optimizer

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$
Calculated Holdings
VOO$2,500
BND$2,000
VTI$1,500
SCHD$1,200
VNQ$800
GLD$800
TIP$700
VIG$500
CASH$0