Dalio-inspired All Weather

Measured historical research · complete provider coverage

This is the returned result for the listed Dalio-inspired All Weather proxy allocation and assumptions, not a forecast or recommendation. All expected sessions in this selected window were returned for all 5 instruments; this does not make the window representative of other periods.

Source and provider

Yahoo Finance chart API (yahoo) · data retrieved 2026-10-26

Source instruments

Yahoo Finance VTI history · 753 observations · USD | Yahoo Finance TLT history · 753 observations · USD | Yahoo Finance IEI history · 753 observations · USD | Yahoo Finance GLD history · 753 observations · USD | Yahoo Finance GSG history · 753 observations · USD

As of

2024-12-31 · latest returned market observation

Requested window

2022-01-03 — 2024-12-31 · explicit date range

Observed common window

2022-01-03 — 2024-12-31

Coverage

753 common observations from 753 best-covered instrument observations (100.0%); window coverage 100.0% of 753 expected sessions.

Price basis

Yahoo Finance chart API adjusted close where available, with raw-close fallback where adjusted data was unavailable. The public record does not independently identify which basis was used for each ticker.

Currency limit

Yahoo Finance reports USD for all five holdings. Values remain USD-denominated; no currency conversion is applied.

Missing data

Yahoo Finance session calendars for these holdings cover NYSEArca and NasdaqGM in America/New_York; all five returned the same 753 expected sessions. No forward filling is applied, and no missing observations were detected. Returned missing observations: 0.

Calculated result

Total return -2.92% · annualized return -0.99% · maximum drawdown -21.07%. Initial value 100,000 → ending value 97,078.06, in the same unconverted source-market units.

Inputs and assumptions

VTI 30.0% / TLT 40.0% / IEI 15.0% / GLD 7.5% / GSG 7.5%; yearly rebalance; SPY is a data-only reference, with no benchmark comparison shown; initial value 100,000. Annual fee overlay 0 bps; separate expense deduction 0%; inflation adjustment 0%; contributions and withdrawals 0 / 0; cash allocation and yield 0% / 0%; rebalance trading cost 0 bps. No additional cost rates are sourced or assumed; zero does not mean the funds have no expenses.

All expected sessions in this selected window were returned for both instruments. This does not make the window representative of other periods. No relative benchmark-performance claim is made here. Historical observations do not predict future results.

How to read this profile

Risk-balanced portfolio ideas were popularized through public writing about growth and inflation regimes. This ETF mix is a simplified implementation and is not the Bridgewater fund or any person’s personal holdings.

As an educational proxy, the allocation makes its growth and inflation regime assumptions and sleeve trade-offs visible; the attached result is limited to this mix and the observed 2022–2024 window.