Very Long-Term Asset Allocation Results

Includes: AGG, BND, IVV, SPY
by: Richard Shaw

Nobody has the time or patience to wait 82 years to experience the long-term, but if they did (or if they wanted to bet on the future based on the long-term past), here is how a simple allocation between the S&P 500 index and the U.S. Aggregate Bond index worked out from 1926 through 2008.

Related proxy funds: SPY, IVV and VFINX for stocks; BND, AGG and VBMFX for bonds.


Disclosure: We own both SPY and BND.