It's been one year since we last made this particular comparison. The following chart shows the total return for The 12% Solution strategy from 2008 to 2022 (last full year). Our benchmark for this post is VBINX, the Vanguard mutual fund offering the classic balanced allocation in one play: 60% stocks, 40% bonds.
So what does this match up look like? |
AuthorDavid Alan Carter Archives
May 2024
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