What is the VT and BND 80/20 portfolio really made of?

One world stock fund and one bond fund, at 80 / 20.

Measured on 2026-11-06

What it is made of

This table names the companies behind 71% of the money. The rest is held too, in positions this measurement could not name.

Where the risk sits

Since last week

Separate bets: 1.1 (a week earlier 1.1). Largest company: NVDA 3.2% (a week earlier NVDA 3.2%). Volatility over the whole window: 16.3% (a week earlier 16.3%).

PORTFOLIO: VT and BND 80/20
2008-06-26 to 2026-11-06 · 4,621 trading days · USD

2 holdings.
Together they swing like a single bet.

VT carries 99% of the risk on its own.
Volatility 16% · worst fall on record 42%.
Risk 14% → 12% over the last year, mostly because the holdings themselves got quieter.

Descriptive. No forecast, no advice. Every figure above is measured over the window named at the top.
folionomiq.com

What this does not say

• Every figure is measured on past daily prices over the window below. It is not a forecast of returns or losses.
• BND before 2007-04-10 is measured on the daily moves of VBMFX, an older fund on the same index (Bloomberg US Aggregate Float Adjusted), from 1990-01-02. Those years describe the older fund, not BND's own record. Older crises may still lie outside the window.
• These are model allocations as they are commonly described, not recommendations; the weights measured are the ones printed above.

Your own version

Change a weight, swap a fund, add what you hold: measured by the same engine, nothing saved on our side.

Other portfolios

Measured 2008-06-26 to 2026-11-06 over 4,620 trading days, in USD, from Yahoo Finance prices. Descriptive: this page reports what these holdings have done and how their risk is built. It does not forecast returns or losses and it is not advice. How every figure is measured. Terms and privacy: /terms. If a figure looks wrong: [email protected].