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Ult. Buy & Hold WW 100% Eq. Taxable


Ultimate buy and hold, massively diversified, worldwide 100% equity portfolio of best-in-class ETFs for taxable accounts. Based on academic research & 50+ years of experience, this portfolio taps a wide range of asset classes to deliver high returns per unit of risk and the defensive benefits of owning thousands of stocks across many industries and geographies. Go to to learn about selecting the bond-equity mix & motif right for you. You'll also help sustain the work of the See More
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Portfolio Index 1 YR Return
Ult. Buy & Hold WW 100% Eq. Taxable Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
50.2% US Stocks 2.7%
13.0% Vanguard Russell 1000 Value Index ETF VONV 0.2%
12.9% Vanguard S&P 500 Etf VOO 2.4%
12.2% iShares S&P SmallCap 600 Value Index ETF IJS 2.7%
12.0% 8xxxxxxx 8xx 8xxxx 8xx 8xx 8xxxx 8xx 8xxx 88.8%
49.8% WW Ex-US Stocks 13.1%
10.1% 8xxxxxx 8xxx 8xxx 8xxxx 8xxxx 8xx 8xx 88.8%
10.1% 8xxxxxxx 8xxx 8xxxxxxxx 8xxxxxx 8xx 8xx 88.8%
9.8% 8xxxxxxxxx 8xxxxxxxxxxxx 8xxxx 8xx 8xxxx 8xx 88.8%
9.6% 8xxxxxxx 8xxx 8xxxxxxxx 8xxxx 8xxxx 8xx 8xx 88.8%
5.2% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
5.0% 8xxx 8xx 8xxxxxxx 8xxxxxx 8xxxx 8xx 8xx 8xx 88.8%
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