S&P$6,857.66▲ 0.60%NDQ$25,281▲ 0.66%DOW$48,036▲ 0.25%R2K$2,662.27▲ 1.20%TLT$42.99▼ 0.42%GOLD$4,667.39▼ 1.66%S&P$6,857.66▲ 0.60%NDQ$25,281▲ 0.66%DOW$48,036▲ 0.25%R2K$2,662.27▲ 1.20%TLT$42.99▼ 0.42%GOLD$4,667.39▼ 1.66%S&P$6,857.66▲ 0.60%NDQ$25,281▲ 0.66%DOW$48,036▲ 0.25%R2K$2,662.27▲ 1.20%TLT$42.99▼ 0.42%GOLD$4,667.39▼ 1.66%
POLL

Marlowe Keynes Allocation

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The traditional balanced portfolio — 60% equities, 40% bonds and cash.

60%30%10%Portfolio100% allocated
swipe
CAGR
8.51%
Annualized return
Max Drawdown
-20.48%
Worst peak-to-trough
Sharpe Ratio
0.65
Risk-adjusted return
Volatility
10.87%
Annualized std dev
Win Rate
83.00%
29+ / 6−
Best Year
+28.7%
1995
Worst Year
-20.5%
2008
Sortino
0.97
Downside risk-adj.
$174,25535 years
1990199520002005201020152020$0$95K$190K$285K$380KDot-ComGFCCOVID
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  • S&P 500
  • 60/40 Benchmark
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Allocation