Last Update: 31 May 2020

The Andrew Tobias Portfolio is exposed for 66.67% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 3 ETFs.

In the last 10 years, the portfolio obtained a 6.64% compound annual return, with a 9.20% standard deviation.

In 2019, the portfolio granted a 2.72% dividend yield. If you are interested in getting periodic income, please refer to the Andrew Tobias Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Andrew Tobias Portfolio has the following asset allocation:

66.67% Stocks
33.33% Fixed Income
0% Commodities

The Andrew Tobias Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
33.34 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
33.33 % EFA iShares MSCI EAFE Equity, EAFE, Large Cap
33.33 % SHY iShares 1-3 Year Treasury Bond Bond, U.S., Short Term

Portfolio and ETF Returns

The Andrew Tobias Portfolio guaranteed the following returns.

ANDREW TOBIAS PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Andrew Tobias Portfolio +3.35 +0.06 -3.64 +4.85 +4.24 +4.10 +6.64
Components
VTI - Vanguard Total Stock Market +5.40 +2.65 -2.97 +11.28 +9.52 +9.14 +12.78
EFA - iShares MSCI EAFE +5.43 -4.18 -11.55 -2.83 -0.42 +0.70 +5.24
SHY - iShares 1-3 Year Treasury Bond -0.08 +1.44 +3.08 +4.44 +2.52 +1.72 +1.24
(*) 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 Andrew Tobias Portfolio: Dividend Yield page.

Historical Returns

Andrew Tobias Portfolio - Historical returns and stats.

ANDREW TOBIAS PORTFOLIO
Last Update: 31 May 2020
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Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.35%
0.00%
1 - 0
3M
+0.06%
-8.54%
Mar 2020 - Mar 2020
2 - 1
6M
-3.64%
-13.71%
Jan 2020 - Mar 2020
3 - 3
YTD
-5.60%
-13.71%
Jan 2020 - Mar 2020
2 - 3
1Y
+4.85%
13.30%
-13.71%
Jan 2020 - Mar 2020
7 - 5
3Y
+4.24%
annualized
10.17%
-13.71%
Jan 2020 - Mar 2020
25 - 11
5Y
+4.10%
annualized
9.19%
-13.71%
Jan 2020 - Mar 2020
40 - 20
10Y
+6.64%
annualized
9.20%
-13.71%
Jan 2020 - Mar 2020
76 - 44
MAX
01 Jan 2002
+5.63%
annualized
9.89%
-36.42%
Nov 2007 - Feb 2009
137 - 84

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Andrew Tobias Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.83% +35.65%
Mar 2009 - Feb 2010
-30.85%
Mar 2008 - Feb 2009
22.38%
2 Years
+6.68% +24.93%
Mar 2009 - Feb 2011
-16.21%
Mar 2007 - Feb 2009
13.64%
3 Years
+6.45% +17.26%
Apr 2003 - Mar 2006
-7.49%
Mar 2006 - Feb 2009
13.98%
5 Years
+5.94% +14.17%
Mar 2009 - Feb 2014
-1.21%
Mar 2004 - Feb 2009
1.85%
7 Years
+5.70% +9.41%
Mar 2009 - Feb 2016
+1.55%
Mar 2002 - Feb 2009
0.00%
10 Years
+5.83% +9.20%
Mar 2009 - Feb 2019
+3.86%
Dec 2006 - Nov 2016
0.00%
15 Years
+6.23% +7.68%
Feb 2003 - Jan 2018
+4.83%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-5.60% -0.8 -4.9 -8.5 5.9 3.4
2019
+18.69% 5.1 2.1 1.0 2.4 -3.8 4.6 -0.2 -1.2 1.6 2.0 1.7 2.1
2018
-5.85% 3.3 -3.0 -0.9 0.6 0.4 -0.3 2.0 0.6 0.3 -5.2 1.0 -4.6
2017
+15.52% 1.8 1.7 1.1 1.3 1.6 0.4 1.6 0.1 1.6 1.3 1.2 0.9
2016
+5.01% -3.5 -1.1 4.5 1.0 0.5 -0.5 2.6 0.2 0.6 -1.5 0.8 1.6
2015
-0.07% -0.5 3.9 -0.8 1.5 0.5 -1.6 1.3 -4.6 -2.3 4.7 -0.1 -1.5
2014
+2.26% -2.7 3.6 0.0 0.6 1.3 1.2 -1.6 1.5 -2.0 1.0 0.9 -1.4
2013
+18.36% 3.1 0.0 1.8 2.2 -0.2 -1.4 3.9 -1.8 4.1 2.7 1.2 1.7
2012
+11.85% 3.5 3.0 1.2 -0.9 -5.9 3.7 0.4 2.0 1.8 -0.3 1.2 2.0
2011
-3.28% 1.4 2.4 -0.7 3.0 -1.0 -1.0 -1.5 -4.9 -6.0 6.7 -0.8 -0.3
2010
+9.28% -2.6 1.3 4.1 -0.1 -6.2 -2.5 6.0 -2.7 6.3 2.7 -1.5 5.1
2009
+18.73% -7.4 -6.8 5.3 7.1 6.1 -0.4 6.1 3.0 2.9 -1.8 3.6 1.0
2008
-23.80% -4.1 -0.8 -0.1 3.0 0.9 -5.5 -1.1 -0.7 -6.2 -11.0 -3.4 2.9
2007
+7.55% 1.1 -0.4 1.5 2.7 2.0 -0.6 -1.7 0.6 3.3 2.2 -2.2 -1.2
2006
+15.13% 3.1 -0.2 2.1 2.1 -2.4 0.1 0.5 1.9 1.0 2.6 2.0 1.6
2005
+7.05% -1.5 1.9 -1.5 -1.1 1.1 0.8 2.3 1.1 1.4 -1.9 2.4 1.9
2004
+10.80% 1.3 1.4 -0.2 -2.2 0.9 1.8 -2.6 0.7 1.2 1.9 3.5 2.9
2003
+24.42% -2.4 -1.1 -0.4 6.2 4.2 1.3 1.2 2.0 1.0 4.3 1.4 4.9
2002
-9.29% -2.1 0.0 2.8 -0.5 -0.1 -3.0 -5.2 0.2 -5.9 3.3 3.2 -2.0

* Note:
Portofolio Returns, up to December 2002, 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:

SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002

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