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The Ledger Brief · Model Allocation
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Model allocation · Rebalanced periodically · Market data updated Sep 14, 2026, 7:48 PM
Illustrative
Strategic Allocation
- Global Equities — 45%
- Fixed Income — 20%
- Real Assets — 17%
- Alternatives — 10%
- Cash — 8%
Strategic model allocation for research and discussion purposes ONLY · not a personalized recommendation.
Performance
Model Portfolio Performance
1 Month-2.12%
Year to Date+6.92%
1 Year+10.68%
Performance is calculated from the weighted proxy holdings in the illustrative model portfolio. Market data may be delayed · not investment advice.
Components
Asset-Class Performance
| Asset | Proxy | Weight | 1M | YTD | 1Y |
|---|---|---|---|---|---|
| Global Equities | VT | 45% | -2.04% | +12.51% | +17.73% |
| Fixed Income | BND | 20% | -1.20% | -1.24% | -0.84% |
| Real Assets | VNQ | 17% | -4.58% | +8.62% | +5.71% |
| Alternatives | GLD | 10% | -2.05% | -1.27% | +16.03% |
| Cash | BIL | 8% | +0.27% | +2.45% | +3.66% |
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