37. Global market portfolio
Account$99,166
Return−0.83%
vs S&P 500+3.26%
Worst drop−2.05%
What it does
Every asset class in proportion to its market value (Doeswijk, Lam, Swinkels; end of 2023): world stocks, bonds, real estate. An approximation with our funds; private equity is replaced by US small companies.
Account value
Global market portfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 40 | $96.55 | $3,862 | 3.89% |
| EEM | 80 | $59.33 | $4,746 | 4.79% |
| EFA | 115 | $101.89 | $11,717 | 11.82% |
| IEF | 262 | $91.86 | $24,067 | 24.27% |
| IWM | 28 | $273.67 | $7,663 | 7.73% |
| LQD | 152 | $104.53 | $15,889 | 16.02% |
| SPY | 33 | $735.29 | $24,265 | 24.47% |
| TIP | 15 | $106.27 | $1,594 | 1.61% |
| VNQ | 43 | $95.73 | $4,116 | 4.15% |
| Cash | $1,247 | 1.26% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | IEF | 262 | $90.75 | $23,776 | $11.89 |
| 2026-10-22 | Buy | LQD | 152 | $103.62 | $15,750 | $7.88 |
| 2026-10-22 | Buy | EFA | 115 | $103.26 | $11,875 | $5.94 |
| 2026-10-22 | Buy | EEM | 80 | $62.05 | $4,964 | $2.48 |
| 2026-10-22 | Buy | VNQ | 43 | $91.54 | $3,936 | $1.97 |
| 2026-10-22 | Buy | AGG | 40 | $95.69 | $3,828 | $1.91 |
| 2026-10-22 | Buy | SPY | 33 | $766.37 | $25,290 | $12.65 |
| 2026-10-22 | Buy | IWM | 28 | $274.81 | $7,695 | $3.85 |
| 2026-10-22 | Buy | TIP | 15 | $105.96 | $1,589 | $1.00 |