42. Frank Armstrong's Ideal Index Portfolio
Account$99,615
Return−0.39%
vs S&P 500+3.71%
Worst drop−2.41%
What it does
Index funds only: 31% foreign stocks, 30% short-term bonds, 18.5% US value stocks, 12.5% US blend and small growth, 8% real estate. Foreign stocks are developed markets only here; small growth is merged into small companies.
Account value
Frank Armstrong's Ideal Index PortfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| EFA | 299 | $101.89 | $30,465 | 30.58% |
| IWM | 56 | $273.67 | $15,326 | 15.38% |
| SHY | 367 | $81.63 | $29,958 | 30.07% |
| SPY | 8 | $735.29 | $5,882 | 5.91% |
| VNQ | 87 | $95.73 | $8,329 | 8.36% |
| VTV | 41 | $223.01 | $9,143 | 9.18% |
| Cash | $512 | 0.51% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | SHY | 367 | $81.41 | $29,877 | $14.94 |
| 2026-10-22 | Buy | EFA | 299 | $103.26 | $30,875 | $15.44 |
| 2026-10-22 | Buy | VNQ | 87 | $91.54 | $7,964 | $3.98 |
| 2026-10-22 | Buy | IWM | 56 | $274.81 | $15,389 | $7.69 |
| 2026-10-22 | Buy | VTV | 41 | $224.44 | $9,202 | $4.60 |
| 2026-10-22 | Buy | SPY | 8 | $766.37 | $6,131 | $3.07 |