Lemoney
Portfolios

Talmud Portfolio

by ElderLemon · shared 16 Sept 2026 · Published by Rabbi Yitzchak (Babylonian Talmud) · source

Open in the Lab

Weights

VNQVanguard Real Estate ETF33.3%VTIVanguard Total Stock Market ETF33.3%SHYiShares 1-3 Year Treasury Bond ETF33.3%
  • VNQVanguard Real Estate ETF33.3%
  • VTIVanguard Total Stock Market ETF33.3%
  • SHYiShares 1-3 Year Treasury Bond ETF33.3%

Performance

CAGR
+7.3%
Final value
$47k
Max drawdown
−43.8%
Volatility
12.7%
Sharpe
0.62
Sortino
0.88

Correlation

weekly returns
VNQVTISHY
VNQ·0.75−0.06
VTI0.75·−0.18
SHY−0.06−0.18·

Growth of $10K

Long only · Fixed weights · annually · 2004-10-08 to 2026-10-09
$10k$20k2007201020132016201920222025$47k
$47,000Oct 9, 2026
−20%−41%2007201020132016201920222025−40.5% · 2009-02
−2.8%Oct 9, 2026

Annual returns

* partial
through 2026-10-09