11. Graham's upper limit: 75% stocks
Account$97,159
Return−2.84%
vs S&P 500+1.25%
Worst drop−3.60%
What it does
Benjamin Graham advised the defensive investor to keep no less than a quarter and no more than three quarters of the money in stocks. This is the upper end: 75% stocks, 25% bonds. Back to the split once a year.
Account value
Graham's upper limit: 75% stocksS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 260 | $96.55 | $25,103 | 25.84% |
| SPY | 97 | $735.29 | $71,323 | 73.41% |
| Cash | $733 | 0.75% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 260 | $95.69 | $24,879 | $12.44 |
| 2026-10-22 | Buy | SPY | 97 | $766.37 | $74,338 | $37.17 |