Lemoney
Portfolios

Larry Portfolio

by ElderLemon · shared 16 Sept 2026 · Published by Larry Swedroe (with Kevin Grogan), 1 Jan 2014 · source

Open in the Lab

Weights

IEFiShares 7-10 Year Treasury Bond ETF70.0%IJSISHARES S&P SMALL-CAP 600 VALUE ETF 15.0%EFVISHARES MSCI EAFE VALUE ETF 8.0%EEMiShares MSCI Emerging Markets ETF7.0%
  • IEFiShares 7-10 Year Treasury Bond ETF70.0%
  • IJSISHARES S&P SMALL-CAP 600 VALUE ETF 15.0%
  • EFVISHARES MSCI EAFE VALUE ETF 8.0%
  • EEMiShares MSCI Emerging Markets ETF7.0%

Performance

CAGR
+4.9%
Final value
$28k
Max drawdown
−19.5%
Volatility
6.5%
Sharpe
0.78
Sortino
1.14

Correlation

weekly returns
IJSEFVEEMIEF
IJS·0.800.70−0.23
EFV0.80·0.82−0.21
EEM0.700.82·−0.18
IEF−0.23−0.21−0.18·

Growth of $10K

Long only · Fixed weights · annually · 2005-08-12 to 2026-10-09
$10k$20k2008201120142017202020232026$28k
$27,900Oct 9, 2026
−10%−19%2008201120142017202020232026−19.0% · 2022-09
−3.9%Oct 9, 2026

Annual returns

* partial
through 2026-10-09