50. William Bengen's retiree portfolio
Account$99,324
Return−0.68%
vs S&P 500+3.41%
Worst drop−2.13%
What it does
From the creator of the 4% rule: 55% stocks in five equal slices (US large, mid, small, micro, foreign), 40% intermediate government bonds and 5% T-bills. Mid-caps and micro-caps are merged into large and small companies.
Account value
William Bengen's retiree portfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| BIL | 54 | $91.46 | $4,939 | 4.97% |
| EFA | 106 | $101.89 | $10,800 | 10.87% |
| IEF | 439 | $91.86 | $40,327 | 40.60% |
| IWM | 79 | $273.67 | $21,620 | 21.77% |
| SPY | 28 | $735.29 | $20,588 | 20.73% |
| Cash | $1,050 | 1.06% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | IEF | 439 | $90.75 | $39,839 | $19.92 |
| 2026-10-22 | Buy | EFA | 106 | $103.26 | $10,946 | $5.47 |
| 2026-10-22 | Buy | IWM | 79 | $274.81 | $21,710 | $10.85 |
| 2026-10-22 | Buy | BIL | 54 | $91.61 | $4,947 | $2.47 |
| 2026-10-22 | Buy | SPY | 28 | $766.37 | $21,458 | $10.73 |