Baby Bear Portfolio Record

Notes to this trade record:

The Baby Bear is not a Muscular Portfolio but an easy starter portfolio for people who have less than $10,000 to invest.
The funds BND and VTI were specified in the book "Muscular Portfolios." However, BND was not available before April, 2007, so AGG was used as a substitute.
Prices include dividends.
No commissions or transaction costs were included.
This model is rebalanced annually, on the last day of the year.
Past performance may not predict future results.

Model Results

Run from 2006-12-29 to 2025-05-01
Statistics based on daily closes.

Begin Date	End Date	Return	Symbols
2024-12-31	2025-05-01	-1.02	BND (2.90) VTI (-4.94)
2023-12-29	2024-12-31	12.60	BND (1.38) VTI (23.81)
2022-12-30	2023-12-29	15.72	BND (5.40) VTI (26.05)
2021-12-31	2022-12-30	-16.32	BND (-13.11) VTI (-19.52)
2020-12-31	2021-12-31	11.91	BND (-1.86) VTI (25.68)
2019-12-31	2020-12-31	14.15	BND (7.71) VTI (20.59)
2018-12-31	2019-12-31	19.28	BND (8.60) VTI (29.96)
2017-12-29	2018-12-31	-2.67	BND (-0.12) VTI (-5.23)
2016-12-30	2017-12-29	12.31	BND (3.57) VTI (21.05)
2015-12-31	2016-12-30	7.56	BND (2.31) VTI (12.82)
2014-12-31	2015-12-31	0.15	BND (-0.05) VTI (0.35)
2013-12-31	2014-12-31	9.18	BND (5.82) VTI (12.55)
2012-12-31	2013-12-31	15.67	BND (-2.11) VTI (33.45)
2011-12-30	2012-12-31	9.70	BND (2.94) VTI (16.45)
2010-12-31	2011-12-30	4.06	BND (7.16) VTI (0.97)
2009-12-31	2010-12-31	11.81	BND (6.20) VTI (17.43)
2008-12-31	2009-12-31	15.78	BND (3.30) VTI (28.27)
2007-12-31	2008-12-31	-15.06	BND (6.86) VTI (-36.99)
2006-12-29	2007-12-31	5.98	AGG (6.60) VTI (5.37)

Muscular Portfolios