All Weather Portfolio

The All Weather Portfolio, which was created by Ray Dalio, seeks to offer investors a smoother ride across the economic cycle by investing in asset classes that perform well in both inflationary and deflationary environments. It invests in US stocks, long-term-bonds, intermediate-term bonds, commodities and gold.

Since 2006, this portfolio has returned 7.0% per year, outperforming its benchmark by 0.1%

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All Weather Portfolio
60/40 Allocation

Annual Return: 7.0% 60/40 Portfolio: 7.0%
Year To Date: 5.8% 60/40 Portfolio: -0.3%
Beta: 0.20 Standard Deviation: 9.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
TLT 12/29/2006 182.33%

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