Asset Class | Proxy | Expected Nominal 30-year Return | Portfolio Weight |
---|---|---|---|
60/40 US Portfolio | |||
US Equity | S&P 500 | 5.22% | 60% |
US Treasuries | Bloomberg US Treasuries | 4.94% | 40% |
Resilient Portfolio | |||
Inflation-linked Treasuries | Bloomberg US TIPS | 4.94% | 20% |
Gold | — | 5.17% | 20% |
US Equity | S&P 500 | 5.22% | 30% |
EU Equity | EuroStoxx 50 | 5.33% | 25% |
SPDR Energy | SPDR Energy | 8.35% | 5% |