Lemoney
Portfolios

Conservative 40/60

by ElderLemon · shared 16 Sept 2026 · Published by Convention (Wellesley Income style) · source

Open in the Lab

Weights

AGGiShares Core US Aggregate Bond ETF60.0%SPYSPDR S&P 500 ETF Trust40.0%
  • AGGiShares Core US Aggregate Bond ETF60.0%
  • SPYSPDR S&P 500 ETF Trust40.0%

Performance

CAGR
+6.6%
Final value
$44k
Max drawdown
−21.7%
Volatility
7.7%
Sharpe
0.87
Sortino
1.23

Correlation

weekly returns
SPYAGG
SPY·0.17
AGG0.17·

Growth of $10K

Long only · Fixed weights · annually · 2003-10-03 to 2026-10-09
$20k2006200920122015201820212024$44k
$43,900Oct 9, 2026
−9%−19%2006200920122015201820212024−18.5% · 2009-02
−1.1%Oct 9, 2026

Annual returns

* partial
through 2026-10-09