14. Vanguard LifeStrategy Moderate: 60/40
Account$98,563
Return−1.44%
vs S&P 500+2.65%
Worst drop−2.25%
What it does
The classic 60/40 as Vanguard publishes it: 60% stocks, 60% of them American and 40% foreign, and 40% bonds. Here the bonds are the US bond market only. Back to the weights once a year.
Account value
Vanguard LifeStrategy Moderate: 60/40S&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 | 40.85% |
| EFA | 231 | $101.89 | $23,537 | 23.88% |
| SPY | 46 | $735.29 | $33,823 | 34.32% |
| Cash | $942 | 0.96% |
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 | 231 | $103.26 | $23,853 | $11.93 |
| 2026-10-22 | Buy | SPY | 46 | $766.37 | $35,253 | $17.63 |