27. Larry Swedroe's Larry Portfolio
Account$100,317
Return+0.32%
vs S&P 500+4.41%
Worst drop−1.10%
What it does
70% intermediate Treasury bonds and 30% stocks: small value, foreign and emerging markets. Weights as reported by secondary sources; small value is replaced by US small companies.
Account value
Larry Swedroe's Larry PortfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| EEM | 120 | $59.33 | $7,120 | 7.10% |
| EFA | 72 | $101.89 | $7,336 | 7.31% |
| IEF | 769 | $91.86 | $70,640 | 70.42% |
| IWM | 54 | $273.67 | $14,778 | 14.73% |
| Cash | $443 | 0.44% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | IEF | 769 | $90.75 | $69,787 | $34.89 |
| 2026-10-22 | Buy | EEM | 120 | $62.05 | $7,446 | $3.72 |
| 2026-10-22 | Buy | EFA | 72 | $103.26 | $7,435 | $3.72 |
| 2026-10-22 | Buy | IWM | 54 | $274.81 | $14,840 | $7.42 |