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Global Stock Market

Global Stock Market is a fixed-allocation portfolio reviewed on a annual cadence. Its hypothetical backtest runs through 2026-08-20. BestFolio supplies the public rule or approach and backtest context; current signals, allocations, and paid interactive data remain restricted to Pro access. No publication or construction date is recorded, so no observed-versus-simulated boundary is claimed; all displayed returns are hypothetical. Users review each scheduled signal and place any resulting trades in their own brokerage. BestFolio does not execute trades or provide personalized investment advice.

Cadence
Annual
Backtest data through
2026-08-20
History boundary
No publication or construction date is recorded, so no observed-versus-simulated boundary is claimed; all displayed returns are hypothetical.
Rule / approach
1. Allocate 60% to VTI (Vanguard Total US Stock Market) 2. Allocate 40% to VXUS (Vanguard Total International Stock) 3. Rebalance annually or when drift exceeds threshold
BestFolio supplies
the public rule or approach and backtest context; current signals, allocations, and paid interactive data remain restricted to Pro access
Customer action
Review each scheduled signal and place any required trades in your own brokerage; BestFolio does not execute orders.
Costs and exclusions
net of a modeled one-way transaction cost (10 bps, scaled up to 3x under stress); taxes, fund-expense drift, or market impact are not modeled
Freshness
The latest available backtest ends 2026-08-20. A run timestamp is not exposed here, so no stronger freshness claim is made.
Next expected action
First trading day of 2027 (annual); scheduled 2027-01-04 at 09:30 ET. Review the published signal before placing any trade.

Global Stock Market at a glance

Global Stock Market is a fixed-allocation portfolio by Benchmark across US Equity, International Equity, rebalanced annual. Backtested 1987-12-31 to 2026-08-20 (38.5 years): 10.0% CAGR, 0.74 Sharpe, -57.6% max drawdown, 16.5% volatility.

Type
Fixed Allocation
Author
Benchmark
Rebalancing
Annual
Risk
Aggressive
Period
1987-12-31 to 2026-08-20
CAGR
10.0%
Sharpe
0.74
Max Drawdown
-57.6%
Volatility
16.5%

Global Stock Market Fixed Allocation Portfolio

Global Stock Market benchmark: 60% US (VTI) and 40% international (VXUS), approximating global market-cap weights. Together, these two funds provide exposure to over 12,000 stocks across 40+ countries.

Global Stock Market: frequently asked questions

What is Global Stock Market?
Global equity benchmark: 60% US, 40% international. Approximating market-cap weights.
Who created the Global Stock Market strategy?
Global Stock Market was developed by Benchmark.
What is the historical return and maximum drawdown of Global Stock Market?
Backtested from 1987-12-31 to 2026-08-20, Global Stock Market returned 10.0% CAGR with a -57.6% maximum drawdown and a Sharpe ratio of 0.74. Past performance does not guarantee future results.
How often is Global Stock Market rebalanced?
Global Stock Market is rebalanced annual. BestFolio publishes the updated allocation signal each period.
Is Global Stock Market a fixed or tactical strategy?
Global Stock Market is a fixed-allocation (strategic) portfolio: it holds a set allocation and rebalances on schedule rather than rotating based on market signals.

Backtest Performance (1987-12-31 to 2026-08-20)

MetricGlobal Stock Market
CAGR10.0%
Max Drawdown-57.6%
Sharpe0.74
Sortino0.95
Volatility16.5%
Calmar0.17
Total Return3766.5%
Backtest Period38.5 years

Strategy Details

Type
Fixed / Strategic
Rebalancing
annual
Risk Level
aggressive
Variants
1
Author
Benchmark

Asset Classes

  • US Equity
  • International Equity

Categories

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