Data Source: from January 1994 to December 2021

Last Update: 31 December 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 8.78% compound annual return, with a 9.74% standard deviation.

In the last 25 years, a 7.92% compound annual return, with a 12.19% standard deviation.

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: 31 December 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Alexander Green Gone Fishin' Portfolio +3.28 +3.90 +1.94 +11.58 +14.51 +10.17 +8.78 +8.52 +7.92
--- Inflation Adjusted return +2.80 +1.65 -1.41 +4.16 +10.61 +7.04 +6.53 +6.07 +5.50
Components
IJR
iShares Core S&P Small-Cap
+4.50 +5.57 +2.49 +26.60 +20.05 +12.37 +14.47 +10.68 +10.37
VTI
Vanguard Total Stock Market
+3.79 +9.11 +9.08 +25.67 +25.73 +17.96 +16.29 +9.91 +9.88
EEM
iShares MSCI Emerging Markets
+1.53 -1.57 -10.09 -3.61 +10.06 +9.16 +4.73 +8.87 +5.94
VGK
Vanguard FTSE Europe
+5.20 +5.08 +3.11 +16.88 +15.69 +10.84 +8.67 +6.52 +6.50
VPL
Vanguard FTSE Pacific
+3.01 -1.90 -2.99 +1.12 +11.71 +8.99 +7.95 +6.65 +3.51
VNQ
Vanguard Real Estate
+9.69 +15.03 +15.74 +40.52 +19.96 +11.22 +11.50 +10.89 +9.94
TIP
iShares TIPS Bond
+0.40 +2.39 +4.14 +5.67 +8.26 +5.18 +2.93 +5.18 +5.79
BND
Vanguard Total Bond Market
-0.31 -0.04 -0.08 -1.86 +4.78 +3.54 +2.75 +4.09 +4.73
HYG
iShares iBoxx $ High Yield Corporate Bond
+2.28 +0.77 +1.12 +3.75 +7.34 +5.14 +5.23 +5.81 +5.51
GLTR
Aberdeen Standard Physical Precious Metals Basket Shares
+3.59 +3.46 -7.26 -9.60 +12.30 +9.22 +0.36 +9.83 +6.98
(*) 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

Inflation is updated to Dec 2021. Current inflation (annualized) is 1Y: 7.12% , 3Y: 3.53% , 5Y: 2.92% , 10Y: 2.12% , 20Y: 2.31% , 25Y: 2.29%

In 2021, the portfolio granted a 2.60% dividend yield. If you are interested in getting periodic income, please refer to the Alexander Green Gone Fishin' Portfolio: Dividend Yield page.

Historical Returns

Historical returns and stats of Alexander Green Gone Fishin' Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

ALEXANDER GREEN GONE FISHIN' PORTFOLIO
Last Update: 31 December 2021
Swipe left to see all data
Period Return
Dec 2021
update
Return
Inflation
Adjusted
Standard
Deviation(*)
Max
Drawdown
Months
Pos - Neg
1M
Dec 2021
+3.28%
+2.80%
0.00%
1 - 0
3M
+3.90%
+1.65%
-2.24%
Nov 2021 - Nov 2021
2 - 1
6M
+1.94%
-1.41%
-2.98%
Sep 2021 - Sep 2021
3 - 3
YTD
+11.58%
+4.16%
6.40%
-2.98%
Sep 2021 - Sep 2021
9 - 3
75% pos
1Y
+11.58%
+4.16%
6.40%
-2.98%
Sep 2021 - Sep 2021
9 - 3
75% pos
3Y
+14.51%
annualized
+10.61%
annualized
12.69%
-17.18%
Jan 2020 - Mar 2020
25 - 11
69% pos
5Y
+10.17%
annualized
+7.04%
annualized
10.98%
-17.18%
Jan 2020 - Mar 2020
44 - 16
73% pos
10Y
+8.78%
annualized
+6.53%
annualized
9.74%
-17.18%
Jan 2020 - Mar 2020
82 - 38
68% pos
20Y
+8.52%
annualized
+6.07%
annualized
12.12%
-43.02%
Nov 2007 - Feb 2009
156 - 84
65% pos
25Y
+7.92%
annualized
+5.50%
annualized
12.19%
-43.02%
Nov 2007 - Feb 2009
191 - 109
64% pos
MAX
01 Jan 1994
+8.04%
annualized
+5.56%
annualized
11.79%
-43.02%
Nov 2007 - Feb 2009
217 - 119
65% pos
(*)Annualized St.Dev. of monthly returns

Portfolio efficiency

Is the Alexander Green Gone Fishin' Portfolio actually efficient, compared to other Lazy Portfolios?

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

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+8.96% -38.54% 75 25 0 Compare
Yale Endowment
David Swensen
+8.94% -39.46% 70 30 0 Compare
Talmud Portfolio
Roger Gibson
+8.80% -40.18% 66.67 33.33 0 Compare
Late Sixties and Beyond
Burton Malkiel
+8.63% -41.80% 71 29 0 Compare
Lazy Portfolio
David Swensen
+8.41% -40.88% 70 30 0 Compare

See all portfolios

Our overall ratings, assigned to the Alexander Green Gone Fishin' Portfolio. The portfolio is classified as High Risk.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
At least 75%
High Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+7.92%
(+5.50%)
Good : 3.1 / 5
Good : 3.5 / 5
Standard Deviation
over 25 Years
12.19%
Poor : 1 / 5
Average : 2.8 / 5
Maximum Drawdown
over 25 Years
-43.02%
Poor : 1 / 5
Average : 2.2 / 5
Easy to manage 10 ETFs
Poor : 1 / 5
Poor : 1 / 5
Rating assigned considering all the High Risk Portfolios Rating assigned considering all the Portfolios in the database

Capital Growth

Time Range:

An investment of 1000$, since January 1997, now would be worth 6719.42$, with a total return of 571.94% (7.92% annualized).

The Inflation Adjusted Capital now would be 3815.46$, with a net total return of 281.55% (5.50% annualized).

Drawdowns

Time Range:

Worst drawdowns since January 1997 - Chart and Data

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-43.02% Nov 2007 Feb 2009 16 Dec 2010 22 38
-17.18% Jan 2020 Mar 2020 3 Aug 2020 5 8
-16.22% May 1998 Aug 1998 4 Apr 1999 8 12
-15.69% Sep 2000 Sep 2002 25 Aug 2003 11 36
-15.05% May 2011 Sep 2011 5 Sep 2012 12 17
-9.95% May 2015 Jan 2016 9 Jul 2016 6 15
-9.79% Feb 2018 Dec 2018 11 Apr 2019 4 15
-6.10% Apr 2000 May 2000 2 Aug 2000 3 5
-5.14% Oct 1997 Nov 1997 2 Feb 1998 3 5
-5.09% Apr 2004 Apr 2004 1 Sep 2004 5 6
-4.09% May 2019 May 2019 1 Jun 2019 1 2
-4.02% Sep 2014 Sep 2014 1 Feb 2015 5 6
-4.01% Mar 2005 Apr 2005 2 Jun 2005 2 4
-3.99% May 2013 Jun 2013 2 Sep 2013 3 5
-3.74% Aug 1997 Aug 1997 1 Sep 1997 1 2
-3.73% May 2006 May 2006 1 Oct 2006 5 6
-3.03% Jan 2000 Jan 2000 1 Feb 2000 1 2
-2.98% Oct 2005 Oct 2005 1 Nov 2005 1 2
-2.98% Sep 2021 Sep 2021 1 Dec 2021 3 4
-2.96% Jun 2007 Jul 2007 2 Sep 2007 2 4

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
+8.98% +52.19%
Mar 2009 - Feb 2010
-37.52%
Mar 2008 - Feb 2009
21.85%
2 Years
+8.27% +35.98%
Mar 2009 - Feb 2011
-19.73%
Mar 2007 - Feb 2009
14.06%
3 Years
+7.98% +24.25%
Mar 2009 - Feb 2012
-10.00%
Mar 2006 - Feb 2009
10.30%
5 Years
+7.80% +18.74%
Nov 2002 - Oct 2007
-0.86%
Mar 2004 - Feb 2009
0.36%
7 Years
+7.62% +12.07%
Mar 2009 - Feb 2016
+3.14%
Mar 2002 - Feb 2009
0.00%
10 Years
+7.90% +11.51%
Mar 2009 - Feb 2019
+3.80%
Mar 1999 - Feb 2009
0.00%
15 Years
+7.65% +9.70%
Feb 2003 - Jan 2018
+5.06%
Mar 1994 - Feb 2009
0.00%
20 Years
+7.69% +8.77%
Nov 2001 - Oct 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

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%
0.48
64%
1.11
68%
1.91
79%
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 - Dec 2021

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

Monthly/Yearly Returns

Alexander Green Gone Fishin' Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
217 Positive Months (65%) - 119 Negative Months (35%)
Jan 1994 - Dec 2021
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+11.58 +4.16 0.8 1.9 1.7 2.6 1.6 0.4 -0.1 1.2 -3.0 2.9 -2.2 3.3
2020
+12.37 +10.93 -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 +17.12 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 -9.06 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 +14.22 2.2 1.8 0.8 1.1 1.0 0.7 2.0 0.4 1.6 1.3 1.3 1.1
2016
+10.50 +8.28 -3.3 0.2 6.0 1.4 -0.2 1.8 3.6 0.0 0.9 -2.3 0.8 1.5
2015
-3.07 -3.69 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 +2.76 -2.4 3.8 0.2 0.4 1.5 2.1 -1.7 2.1 -4.0 2.3 0.1 -0.6
2013
+13.26 +11.57 2.6 -0.1 1.9 1.6 -1.6 -2.4 3.8 -1.8 4.2 2.9 0.8 0.8
2012
+13.95 +11.98 5.5 2.6 0.5 -0.5 -5.9 3.9 0.5 2.1 2.0 -0.6 1.2 2.2
2011
-1.05 -3.99 0.3 3.0 0.6 4.0 -1.5 -1.3 -0.1 -4.4 -8.5 9.1 -0.9 -0.3
2010
+16.13 +14.49 -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 +26.17 -8.2 -8.4 7.5 10.9 7.2 -0.2 7.7 2.3 4.9 -2.5 4.6 2.5
2008
-28.75 -28.74 -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 +4.60 1.4 -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 +14.08 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 +8.45 -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 +12.01 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 +28.91 -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 -6.49 -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 -3.75 3.3 -4.1 -4.5 5.7 0.7 -1.0 -1.6 -1.0 -7.0 2.5 3.6 2.0
2000
-4.37 -7.55 -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 +18.37 0.6 -2.8 3.6 6.2 -2.5 3.8 -0.6 -1.0 1.1 1.6 3.4 6.7
1998
+5.75 +4.07 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 +7.09 0.6 1.0 -2.7 0.7 5.4 3.4 3.4 -3.7 4.8 -4.9 -0.2 1.4
1996
+11.89 +8.23 2.7 0.1 0.7 2.0 1.2 -0.9 -3.5 2.2 2.6 0.4 3.6 0.3
1995
+18.66 +15.73 -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 -4.85 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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