All Weather Portfolio

Designed by Ray Dalio to perform well in all economic environments with stable returns.

CAGR

7.2%

Max Drawdown

-12.4%

Sharpe Ratio

0.89

Inception

2010-01-01

Performance

Asset Allocation

SymbolNameWeight
VTIUS Total Stock Market30%
TLTUS Long-Term Treasury40%
IEFUS Intermediate Treasury15%
GLDGold7.5%
GSGCommodities7.5%

Strategy Rules

  • Rebalance annually or when allocation drifts ±5%
  • Dividends and interest are immediately reinvested
  • Prioritize tax-advantaged accounts where possible