6. William Bernstein's No-Brainer
Account$98,590
Return−1.41%
vs S&P 500+2.68%
Worst drop−2.89%
What it does
Four equal parts, as in Bernstein's No-Brainer portfolio: US large stocks, US small stocks, stocks of other developed countries and short-term bonds. Back to equal parts once a year.
Account value
William Bernstein's No-BrainerS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| EFA | 241 | $101.89 | $24,555 | 24.91% |
| IWM | 90 | $273.67 | $24,630 | 24.98% |
| SHY | 306 | $81.63 | $24,979 | 25.34% |
| SPY | 32 | $735.29 | $23,529 | 23.87% |
| Cash | $897 | 0.91% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | SHY | 306 | $81.41 | $24,911 | $12.46 |
| 2026-10-22 | Buy | EFA | 241 | $103.26 | $24,886 | $12.44 |
| 2026-10-22 | Buy | IWM | 90 | $274.81 | $24,733 | $12.37 |
| 2026-10-22 | Buy | SPY | 32 | $766.37 | $24,524 | $12.26 |