Historical portfolio data

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The links below provide spreadsheets containing the historical data behind images and graphs in the printed book and the e-book. The following figures in the book have corresponding spreadsheets of historical data:

Figure 1-17 — Muscular Portfolios vs. S&P 500
Figure 1-18 — Baby Bear vs. S&P 500
Figure 5-1 — Mama Bear vs. S&P 500
Figure 6-1 — Papa Bear vs. S&P 500
Figure 7-1 — Baby Bear vs. S&P 500

2007 to present:

Several independent sources provide tracking data on the Muscular Portfolios’ performances from Jan. 1, 2007 — when exchange-traded funds for all asset classes became widely available — to the present. The most reliable sources compute portfolio performances using the closing prices of actual ETFs. Please see the following pages maintained by ETFScreen.com, an independent data-analysis website:

Mama Bear Portfolio:

Papa Bear Portfolio:

Baby Bear Portfolio:

Note: The Baby Bear Portfolio is not a Muscular Portfolio. It’s described in the book as a starter portfolio for novice savers who have less than $10,000 to invest. It’s the simplest possible “balanced portfolio,” allocating 50% to a stock ETF (VTI) and 50% to a bond ETF (BND) at all times. The Baby Bear is not intended to provide superior performance.

Also see the FAQ page for a 50-year performance graph — covering 1973 through 2022 — and the investment concepts that underlie the two Muscular Portfolios.

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