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what annual returns can be expected with your recommended portfolio? what is the weighted average return? Ticker Description Allocation Historic Return Expense Ratio Standard Deviation
what annual returns can be expected with your recommended portfolio? what is the weighted average return?
Ticker | Description | Allocation | Historic Return | Expense Ratio | Standard Deviation |
---|---|---|---|---|---|
VFIAX | S&P 500 Fund | 50% | 13.62% | 0.04% | 17.6% |
VSMAX | Small Cap Fund | 30% | 11.62% | 0.05% | 22.6% |
VBTLX | US Bond Fund | 20% | 3.62% | 0.05% | 3.6% |
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