I think it is okay to compare the US stock portion of your portfolio to the S&P 500. (allfinancialmatters.com)
No, the reason SMI portfolios include bonds is primarily for emotional stability — they provide ballast to a portfolio that helps us keep our emotions in check when the riskier stock portion of the portfolio is going crazy. (soundmindinvesting.com)
Therefore, we will skip making a contribution to the International stock portion of the portfolio. (canadiancapitalist.com)