24. Paul Farrell's Second-Grader's portfolio
Account$97,219
Return−2.78%
vs S&P 500+1.31%
Worst drop−3.52%
What it does
A starter mix attributed to Paul Farrell's 2007 MarketWatch column: 60% US stocks, 30% foreign stocks, 10% bonds. Back to the weights once a year.
Account value
Paul Farrell's Second-Grader's portfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 104 | $96.55 | $10,041 | 10.33% |
| EFA | 289 | $101.89 | $29,446 | 30.29% |
| SPY | 78 | $735.29 | $57,353 | 58.99% |
| Cash | $379 | 0.39% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | EFA | 289 | $103.26 | $29,842 | $14.92 |
| 2026-10-22 | Buy | AGG | 104 | $95.69 | $9,952 | $4.98 |
| 2026-10-22 | Buy | SPY | 78 | $766.37 | $59,777 | $29.89 |