Lemoney
Portfolios

Margarita Portfolio

by ElderLemon · shared 16 Sept 2026 · Published by Scott Burns, 16 Mar 2004

Open in the Lab

Weights

VTIVanguard Total Stock Market ETF33.3%EFAiShares MSCI EAFE ETF33.3%TIPiShares TIPS Bond ETF33.3%
  • VTIVanguard Total Stock Market ETF33.3%
  • EFAiShares MSCI EAFE ETF33.3%
  • TIPiShares TIPS Bond ETF33.3%

Performance

CAGR
+7.5%
Final value
$52k
Max drawdown
−40.2%
Volatility
11.7%
Sharpe
0.68
Sortino
0.95

Correlation

weekly returns
VTIEFATIP
VTI·0.870.06
EFA0.87·0.10
TIP0.060.10·

Growth of $10K

Long only · Fixed weights · annually · 2003-12-12 to 2026-10-09
$10k$20k$50k2006200920122015201820212024$53k
$52,500Oct 9, 2026
−19%−38%2006200920122015201820212024−37.6% · 2009-02
−2.5%Oct 9, 2026

Annual returns

* partial
through 2026-10-09