33. CalPERS: the 2021 policy
Account$99,516
Return−0.48%
vs S&P 500+3.61%
Worst drop−2.39%
What it does
The target mix of California's public pension fund (2021 policy): stocks, bonds, real estate; private equity replaced by US small companies. The fund moved to a different benchmark in 2025, so this follows the old policy.
Account value
CalPERS: the 2021 policyS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 298 | $96.55 | $28,772 | 28.91% |
| EEM | 80 | $59.33 | $4,746 | 4.77% |
| EFA | 106 | $101.89 | $10,800 | 10.85% |
| IWM | 45 | $273.67 | $12,315 | 12.38% |
| LQD | 46 | $104.53 | $4,808 | 4.83% |
| SPY | 31 | $735.29 | $22,794 | 22.90% |
| VNQ | 154 | $95.73 | $14,742 | 14.81% |
| Cash | $538 | 0.54% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 298 | $95.69 | $28,516 | $14.26 |
| 2026-10-22 | Buy | VNQ | 154 | $91.54 | $14,097 | $7.05 |
| 2026-10-22 | Buy | EFA | 106 | $103.26 | $10,946 | $5.47 |
| 2026-10-22 | Buy | EEM | 80 | $62.05 | $4,964 | $2.48 |
| 2026-10-22 | Buy | LQD | 46 | $103.62 | $4,767 | $2.38 |
| 2026-10-22 | Buy | IWM | 45 | $274.81 | $12,366 | $6.18 |
| 2026-10-22 | Buy | SPY | 31 | $766.37 | $23,757 | $11.88 |