19. Norway's sovereign fund: 70/30
Account$97,959
Return−2.04%
vs S&P 500+2.05%
Worst drop−2.74%
What it does
The target split of the world's largest sovereign wealth fund: 70% stocks around the world and 30% bonds. The country split of the stocks is approximate (US, other developed, emerging) and the bonds are the US bond market only. Back to the weights once a year.
Account value
Norway's sovereign fund: 70/30S&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 312 | $96.55 | $30,124 | 30.75% |
| EEM | 112 | $59.33 | $6,645 | 6.78% |
| EFA | 202 | $101.89 | $20,582 | 21.01% |
| SPY | 54 | $735.29 | $39,706 | 40.53% |
| Cash | $903 | 0.92% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 312 | $95.69 | $29,855 | $14.93 |
| 2026-10-22 | Buy | EFA | 202 | $103.26 | $20,859 | $10.43 |
| 2026-10-22 | Buy | EEM | 112 | $62.05 | $6,950 | $3.47 |
| 2026-10-22 | Buy | SPY | 54 | $766.37 | $41,384 | $20.69 |