12. Graham's lower limit: 25% stocks
Account$99,628
Return−0.37%
vs S&P 500+3.72%
Worst drop−0.89%
What it does
The lower end of Graham's rule: 25% stocks and 75% bonds, a portfolio for those who want small drawdowns. Back to the split once a year.
Account value
Graham's lower limit: 25% stocksS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 782 | $96.55 | $75,502 | 75.78% |
| SPY | 32 | $735.29 | $23,529 | 23.62% |
| Cash | $597 | 0.60% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 782 | $95.69 | $74,830 | $37.41 |
| 2026-10-22 | Buy | SPY | 32 | $766.37 | $24,524 | $12.26 |