Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
30% VYM + 70% OSTIX = CAGR 6.05% and SD 6.89% and Sharpe 0.74 100% VWINX = CAGR 6.02% and SD 6.91% and Sharpe 0.74 since 12/2006 to present. VWINX is 38% equity last I checked.