8.14%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 2003-09-29 | 2023-11-27 | ETF | |
| SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 2012-03-06 | 2023-11-27 | ETF | |
| SHY | iShares 1-3 Year Treasury Bond ETF | 2002-07-29 | 2023-11-27 | ETF | |
Benchmark |
|||||
| SPY | SPDR S&P 500 ETF Trust | 1999-11-02 | 2023-11-27 | ETF |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| AGG | 0.34 | 0.27 | 2.12 | 0.38 | 0.41 | -2.95 | 0.50 | 0.95 | 2.28 | 2003-09-29 |
| SPGM | -0.26 | 0.48 | 8.36 | 2.25 | 8.50 | 4.14 | 7.56 | 6.53 | 7.79 | 2012-03-06 |
| SHY | 0.09 | 0.10 | 0.53 | 1.01 | 2.31 | -0.51 | 0.80 | 0.59 | 1.45 | 2002-07-29 |
| Benchmark | -0.15 | 0.69 | 8.47 | 3.09 | 12.31 | 7.97 | 10.89 | 9.77 | 5.90 | 1999-11-02 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| AGG | 0.22 | 0.31 | 0.29 | 0.29 | 4.03 | 4.11 | 3.28 | 3.92 | 2003-09-29 |
| SPGM | 0.41 | 0.69 | 0.72 | 0.74 | 14.63 | 17.54 | 16.40 | 16.17 | 2012-03-06 |
| SHY | 0.05 | 0.11 | 0.09 | 0.13 | 1.57 | 1.36 | 1.08 | 1.27 | 2002-07-29 |
| Benchmark | 0.35 | 0.62 | 0.69 | 0.75 | 14.89 | 17.72 | 14.62 | 17.13 | 1999-11-02 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| AGG | 0.02 | -0.29 | 0.03 | 0.07 | 0.19 | 2003-09-29 |
| SPGM | 0.75 | 0.39 | 0.71 | 0.61 | 0.72 | 2012-03-06 |
| SHY | 0.20 | -0.06 | 0.07 | 0.05 | 0.13 | 2002-07-29 |
| Benchmark | 1.06 | 0.72 | 0.99 | 0.87 | 0.56 | 1999-11-02 |
| AGG | SPGM | SHY | |
| AGG | 1 | 0.06 | 0.7 |
| SPGM | 0.06 | 1 | -0.08 |
| SHY | 0.7 | -0.08 | 1 |
name: 2X 80/20 Portfolio
benchmark:
id: SPY
assets:
- id: AGG
- id: SPGM
- id: SHY
policy:
rebalancing_interval: Quarterly
weights:
- 160
- 40
- -100
weights_algorithm: UserInput
weights_updating_interval: Annually