22. Bogleheads Three-Fund Portfolio
Account$98,394
Return−1.61%
vs S&P 500+2.48%
Worst drop−2.28%
What it does
The example on the Bogleheads wiki: 42% US stocks, 18% foreign stocks, 40% bonds. Three index funds and nothing else. Back to the weights once a year.
Account value
Bogleheads Three-Fund PortfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 417 | $96.55 | $40,261 | 40.92% |
| EFA | 173 | $101.89 | $17,627 | 17.91% |
| SPY | 54 | $735.29 | $39,706 | 40.35% |
| Cash | $800 | 0.81% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 417 | $95.69 | $39,903 | $19.95 |
| 2026-10-22 | Buy | EFA | 173 | $103.26 | $17,864 | $8.93 |
| 2026-10-22 | Buy | SPY | 54 | $766.37 | $41,384 | $20.69 |