26. William Bernstein's Coward's Portfolio
Account$99,220
Return−0.78%
vs S&P 500+3.31%
Worst drop−2.22%
What it does
40% short-term bonds and 60% stocks of several kinds: large, small, value, foreign, emerging and real estate. The step up from the No-Brainer, as Portfolio Charts describes it.
Account value
William Bernstein's Coward's PortfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| EEM | 80 | $59.33 | $4,746 | 4.78% |
| EFA | 96 | $101.89 | $9,781 | 9.86% |
| IWM | 54 | $273.67 | $14,778 | 14.89% |
| SHY | 490 | $81.63 | $39,999 | 40.31% |
| SPY | 19 | $735.29 | $13,971 | 14.08% |
| VNQ | 54 | $95.73 | $5,169 | 5.21% |
| VTV | 44 | $223.01 | $9,812 | 9.89% |
| Cash | $963 | 0.97% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | SHY | 490 | $81.41 | $39,891 | $19.95 |
| 2026-10-22 | Buy | EFA | 96 | $103.26 | $9,913 | $4.96 |
| 2026-10-22 | Buy | EEM | 80 | $62.05 | $4,964 | $2.48 |
| 2026-10-22 | Buy | VNQ | 54 | $91.54 | $4,943 | $2.47 |
| 2026-10-22 | Buy | IWM | 54 | $274.81 | $14,840 | $7.42 |
| 2026-10-22 | Buy | VTV | 44 | $224.44 | $9,875 | $4.94 |
| 2026-10-22 | Buy | SPY | 19 | $766.37 | $14,561 | $7.28 |