Data Source: from January 1994 to September 2021

Last Update: 30 September 2021

The Alexander Green Gone Fishin' Portfolio is exposed for 65% on the Stock Market and for 5% on Commodities.

It's a High Risk portfolio and it can be replicated with 10 ETFs.

In the last 10 years, the portfolio obtained a 9.18% compound annual return, with a 10.01% standard deviation.

In the last 25 years, a 7.94% compound annual return, with a 12.17% standard deviation.

In 2020, the portfolio granted a 2.16% dividend yield. If you are interested in getting periodic income, please refer to the Alexander Green Gone Fishin' Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Alexander Green Gone Fishin' Portfolio has the following asset allocation:

65% Stocks
30% Fixed Income
5% Commodities

The Alexander Green Gone Fishin' Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
15.00 % IJR iShares Core S&P Small-Cap Equity, U.S., Small Cap
15.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
10.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
10.00 % VGK Vanguard FTSE Europe Equity, Developed Europe, Large Cap
10.00 % VPL Vanguard FTSE Pacific Equity, Developed Asia Pacific, Large Cap
5.00 % VNQ Vanguard Real Estate Real Estate, U.S.
10.00 % TIP iShares TIPS Bond Bond, U.S., All-Term
10.00 % BND Vanguard Total Bond Market Bond, U.S., All-Term
10.00 % HYG iShares iBoxx $ High Yield Corporate Bond Bond, U.S., Intermediate-Term
5.00 % GLTR Aberdeen Standard Physical Precious Metals Basket Shares Commodity, Broad Precious Metals
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Alexander Green Gone Fishin' Portfolio guaranteed the following returns.

ALEXANDER GREEN GONE FISHIN' PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Alexander Green Gone Fishin' Portfolio -2.98 -1.89 +2.78 +21.43 +9.47 +9.33 +9.18 +8.75 +7.94
Components
IJR
iShares Core S&P Small-Cap
-2.39 -2.92 +1.29 +57.36 +9.37 +13.54 +15.66 +11.40 +10.36
VTI
Vanguard Total Stock Market
-4.46 -0.03 +8.10 +32.16 +16.05 +16.88 +16.60 +10.07 +9.79
EEM
iShares MSCI Emerging Markets
-3.87 -8.65 -5.14 +15.96 +7.76 +8.29 +5.81 +10.20 +6.12
VGK
Vanguard FTSE Europe
-5.38 -1.88 +5.90 +29.41 +8.66 +9.50 +8.83 +6.74 +6.67
VPL
Vanguard FTSE Pacific
-0.88 -1.11 +0.27 +21.93 +7.20 +8.78 +8.32 +6.65 +3.29
VNQ
Vanguard Real Estate
-5.68 +0.62 +12.29 +33.49 +11.96 +7.52 +11.52 +10.37 +10.07
TIP
iShares TIPS Bond
-0.78 +1.71 +4.97 +4.88 +7.23 +4.13 +2.97 +4.99 +5.88
BND
Vanguard Total Bond Market
-1.01 -0.05 +1.88 -1.04 +5.36 +2.88 +2.88 +4.09 +4.86
HYG
iShares iBoxx $ High Yield Corporate Bond
-0.37 +0.34 +2.36 +8.92 +5.46 +5.16 +6.23 +5.97 +5.65
GLTR
Aberdeen Standard Physical Precious Metals Basket Shares
-7.38 -10.36 -6.70 -7.98 +13.77 +5.34 -0.46 +9.98 +6.65
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Alexander Green Gone Fishin' Portfolio: Dividend Yield page.

Historical Returns

Alexander Green Gone Fishin' Portfolio - Historical returns and stats.

ALEXANDER GREEN GONE FISHIN' PORTFOLIO
Last Update: 30 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.98%
-2.98%
Sep 2021 - Sep 2021
0 - 1
3M
-1.89%
-2.98%
Sep 2021 - Sep 2021
1 - 2
6M
+2.78%
-2.98%
Sep 2021 - Sep 2021
4 - 2
YTD
+7.40%
-2.98%
Sep 2021 - Sep 2021
7 - 2
1Y
+21.43%
9.61%
-2.98%
Sep 2021 - Sep 2021
9 - 3
3Y
+9.47%
annualized
13.52%
-17.17%
Jan 2020 - Mar 2020
24 - 12
5Y
+9.33%
annualized
10.89%
-17.17%
Jan 2020 - Mar 2020
44 - 16
10Y
+9.18%
annualized
10.01%
-17.17%
Jan 2020 - Mar 2020
81 - 39
20Y
+8.75%
annualized
12.11%
-43.03%
Nov 2007 - Feb 2009
157 - 83
25Y
+7.94%
annualized
12.17%
-43.03%
Nov 2007 - Feb 2009
192 - 108
MAX
01 Jan 1994
+7.96%
annualized
11.81%
-43.03%
Nov 2007 - Feb 2009
215 - 118
* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with High Risk, ordered by 25 Years annualized return.

25 Years Stats
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Portfolio Return Drawdown Stocks Bonds Comm.
Yale Endowment
David Swensen
+8.94% -39.46% 70 30 0 Compare
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+8.92% -38.54% 75 25 0 Compare
Talmud Portfolio
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+8.85% -40.18% 66.67 33.33 0 Compare
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+8.64% -41.80% 71 29 0 Compare
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+8.43% -40.88% 70 30 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Alexander Green Gone Fishin' Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.90% +52.19%
Mar 2009 - Feb 2010
-37.52%
Mar 2008 - Feb 2009
22.05%
2 Years
+8.23% +35.99%
Mar 2009 - Feb 2011
-19.73%
Mar 2007 - Feb 2009
14.19%
3 Years
+7.93% +24.25%
Mar 2009 - Feb 2012
-10.00%
Mar 2006 - Feb 2009
10.40%
5 Years
+7.77% +18.74%
Nov 2002 - Oct 2007
-0.85%
Mar 2004 - Feb 2009
0.36%
7 Years
+7.61% +12.07%
Mar 2009 - Feb 2016
+3.14%
Mar 2002 - Feb 2009
0.00%
10 Years
+7.89% +11.51%
Mar 2009 - Feb 2019
+3.80%
Mar 1999 - Feb 2009
0.00%
15 Years
+7.67% +9.70%
Feb 2003 - Jan 2018
+5.06%
Mar 1994 - Feb 2009
0.00%
20 Years
+7.67% +8.75%
Oct 2001 - Sep 2021
+5.88%
Apr 2000 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Alexander Green Gone Fishin' Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Alexander Green Gone Fishin' Portfolio Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.43
61%
0.27
61%
0.59
71%
2.05
86%
0.28
61%
0.49
54%
0.72
50%
0.00
61%
0.14
61%
0.39
63%
1.24
70%
1.85
78%
Best
Year
6.8
2019
4.2
1998
7.5
2009
10.9
2009
7.2
2009
4.9
2019
7.7
2009
3.6
2003
7.3
2010
9.1
2011
8.6
2020
7.9
2008
Worst
Year
-8.2
2009
-8.4
2009
-12.0
2020
-5.1
2004
-6.4
2010
-5.7
2008
-7.3
2002
-11.4
1998
-8.5
2011
-17.3
2008
-6.2
2008
-4.9
2018
Statistics calculated for the period Jan 1994 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Alexander Green Gone Fishin' Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+7.40% 0.8 1.9 1.7 2.6 1.6 0.5 -0.1 1.2 -3.0
2020
+12.37% -1.2 -4.7 -12.0 7.2 3.6 2.4 4.6 3.2 -2.2 -0.7 8.6 4.8
2019
+19.76% 6.8 1.6 0.5 2.1 -4.1 4.9 0.0 -0.7 1.4 2.0 1.1 2.8
2018
-7.32% 2.7 -3.6 0.3 0.1 1.0 -0.4 1.8 0.8 -0.5 -6.0 1.5 -4.9
2017
+16.62% 2.2 1.9 0.8 1.1 1.0 0.7 2.0 0.4 1.6 1.3 1.3 1.1
2016
+10.50% -3.3 0.2 6.0 1.4 -0.2 1.8 3.6 0.0 0.9 -2.3 0.9 1.5
2015
-3.07% 0.5 2.9 -0.4 1.0 -0.1 -1.8 -0.3 -4.6 -2.3 4.9 -0.6 -2.0
2014
+3.43% -2.4 3.8 0.2 0.4 1.5 2.1 -1.7 2.1 -4.0 2.4 0.1 -0.6
2013
+13.26% 2.6 -0.1 1.9 1.6 -1.6 -2.4 3.8 -1.8 4.3 2.9 0.8 0.9
2012
+13.95% 5.5 2.6 0.5 -0.5 -5.9 3.9 0.5 2.1 2.1 -0.6 1.2 2.2
2011
-1.05% 0.3 3.0 0.7 4.0 -1.5 -1.3 -0.1 -4.4 -8.5 9.1 -0.9 -0.3
2010
+16.13% -3.2 2.0 5.4 1.7 -6.4 -2.5 6.4 -2.6 7.3 3.3 -0.8 5.5
2009
+29.72% -8.2 -8.4 7.5 10.9 7.2 -0.2 7.7 2.4 4.9 -2.5 4.6 2.5
2008
-28.75% -3.8 -0.3 -0.3 4.0 1.9 -5.7 -2.0 -0.8 -8.4 -17.3 -6.2 7.9
2007
+8.90% 1.5 -0.1 1.6 2.3 2.5 -0.8 -2.2 1.0 4.6 3.6 -3.9 -1.1
2006
+16.96% 5.5 -0.7 2.5 2.1 -3.7 0.3 0.1 2.0 0.3 3.7 2.8 1.2
2005
+12.08% -1.6 3.1 -2.6 -1.5 2.4 2.0 3.4 1.0 2.8 -3.0 3.3 2.4
2004
+15.76% 1.6 1.8 1.5 -5.1 1.3 2.2 -2.2 1.5 2.6 2.3 5.0 2.8
2003
+31.54% -1.4 -1.0 -0.7 5.4 5.3 2.3 2.0 3.6 1.4 5.2 2.1 3.8
2002
-4.17% -0.1 0.6 4.0 1.0 0.8 -4.3 -7.3 1.7 -4.9 1.5 3.7 -0.5
2001
-2.20% 3.3 -4.1 -4.5 5.7 0.7 -1.0 -1.6 -1.0 -7.0 2.6 3.6 2.0
2000
-4.37% -3.0 3.5 0.9 -3.6 -2.6 4.8 -1.6 3.5 -2.8 -2.6 -4.1 3.9
1999
+21.54% 0.6 -2.9 3.7 6.2 -2.5 3.8 -0.6 -1.0 1.1 1.6 3.4 6.7
1998
+5.75% 0.8 4.2 2.5 0.6 -3.4 -0.3 -1.8 -11.4 4.7 4.9 3.8 2.2
1997
+8.91% 0.6 1.0 -2.8 0.7 5.4 3.4 3.4 -3.7 4.8 -4.9 -0.2 1.4
1996
+11.89% 2.7 0.2 0.7 2.0 1.2 -0.9 -3.5 2.2 2.6 0.4 3.6 0.3
1995
+18.66% -1.9 2.1 2.2 2.7 2.7 1.3 3.4 -0.1 1.7 -1.9 2.5 2.7
1994
-2.38% 3.9 -2.8 -5.0 1.3 0.1 -1.1 2.1 3.4 -1.7 0.6 -3.8 0.9

* Note:
Portofolio Returns, up to December 2010, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

  • IJR - iShares Core S&P Small-Cap: simulated historical serie, up to December 2000
  • VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
  • EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
  • VGK - Vanguard FTSE Europe: simulated historical serie, up to December 2005
  • VPL - Vanguard FTSE Pacific: simulated historical serie, up to December 2005
  • VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
  • TIP - iShares TIPS Bond: simulated historical serie, up to December 2003
  • BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
  • HYG - iShares iBoxx $ High Yield Corporate Bond: simulated historical serie, up to December 2007
  • GLTR - Aberdeen Standard Physical Precious Metals Basket Shares: simulated historical serie, up to December 2010
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