Personal Investments • 50/50 Tech and Dividend Portfolio

More tests - I ran the tests on 20 year periods starting from 1926. The S&P 500 beat the 50/50 split twice
1966 -1986 - https://testfol.io/?s=i6NQ2TXCTA3
CAGR
Mix - 9.44%
S&P 500 - 10.00%

1986 - 2006 - https://testfol.io/?s=fbXnga2rqXs
CAGR
Mix - 9.76%
S&P 500 - 10.96%

However there is no data for using something better suited as a hedge than the S&P 500 so far back.

Statistics: Posted by yoniinvest — Tue Feb 25, 2025 1:00 am — Replies 15 — Views 1328

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