All Weather Portfolio

The All Weather Portfolio, which was created by Ray Dalio, seeks to offer investors a smoother ride across the economic cycle by investing in asset classes that perform well in both inflationary and deflationary environments. It invests in US stocks, long-term-bonds, intermediate-term bonds, commodities and gold.

Since 2006, this portfolio has returned 6.7% per year, outperforming its benchmark by 0.3%

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All Weather Portfolio
60/40 Allocation

Annual Return: 6.7% 60/40 Portfolio: 6.4%
Year To Date: 1.0% 60/40 Portfolio: -7.5%
Beta: 0.19 Standard Deviation: 8.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
TLT 12/29/2006 184.09%

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