3. Graham and Markowitz: half stocks, half bonds
Account$98,378
Return−1.62%
vs S&P 500+2.47%
Worst drop−2.17%
What it does
Benjamin Graham's classic defensive portfolio: half in stocks, half in bonds. Harry Markowitz has said he put his own retirement savings in the same split. Back to 50/50 once a year.
Account value
Graham and Markowitz: half stocks, half bondsS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 521 | $96.55 | $50,303 | 51.13% |
| SPY | 65 | $735.29 | $47,794 | 48.58% |
| Cash | $282 | 0.29% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 521 | $95.69 | $49,854 | $24.93 |
| 2026-10-22 | Buy | SPY | 65 | $766.37 | $49,814 | $24.91 |