15. Vanguard LifeStrategy Conservative: 40/60
Account$99,313
Return−0.69%
vs S&P 500+3.40%
Worst drop−1.45%
What it does
40% stocks, 60% of them American and 40% foreign, and 60% bonds: Vanguard's cautious ready-made portfolio. Here the bonds are the US bond market only. Back to the weights once a year.
Account value
Vanguard LifeStrategy Conservative: 40/60S&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 625 | $96.55 | $60,344 | 60.76% |
| EFA | 154 | $101.89 | $15,691 | 15.80% |
| SPY | 31 | $735.29 | $22,794 | 22.95% |
| Cash | $485 | 0.49% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 625 | $95.69 | $59,806 | $29.90 |
| 2026-10-22 | Buy | EFA | 154 | $103.26 | $15,902 | $7.95 |
| 2026-10-22 | Buy | SPY | 31 | $766.37 | $23,757 | $11.88 |