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Richard Shaw's  Instablog

Richard is a principal of QVM Group LLC (http://www.qvmgroup.com/QVMinvest/), a fee-based investment advisor based in Connecticut with clients across the country. He provides investment coaching to "do-it-yourself" investors, and manages portfolios for those who prefer not to make... More
  • Very Long-Term Asset Allocation Results 0 comments
    Nov 8, 2009 05:57 PM | about stocks: SPY, IVV, BND, AGG

    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.

    assetalloc1926

    Disclosure: We own both SPY and BND.

    Richard Shaw
    QVM Group LLC

    Stocks: SPY, IVV, BND, AGG
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