Last Update: 30 September 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 6.6% compound annual return, with a 8.87% 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
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 Andrew Tobias Portfolio guaranteed the following returns.

ANDREW TOBIAS PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Andrew Tobias Portfolio -1.89 +4.53 +16.45 +6.42 +5.12 +6.99 +6.60
Components
VTI - Vanguard Total Stock Market -3.54 +9.24 +33.25 +14.90 +11.63 +13.68 +13.48
EFA - iShares MSCI EAFE -2.05 +4.57 +20.74 +0.09 +0.48 +5.08 +4.54
SHY - iShares 1-3 Year Treasury Bond 0.00 +0.07 +0.29 +3.45 +2.50 +1.67 +1.15
(*) 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: 30 September 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.89%
-1.89%
Sep 2020 - Sep 2020
0 - 1
3M
+4.53%
-1.89%
Sep 2020 - Sep 2020
2 - 1
6M
+16.45%
-1.89%
Sep 2020 - Sep 2020
5 - 1
YTD
+0.48%
-13.71%
Jan 2020 - Mar 2020
5 - 4
1Y
+6.42%
13.37%
-13.71%
Jan 2020 - Mar 2020
8 - 4
3Y
+5.12%
annualized
10.51%
-13.71%
Jan 2020 - Mar 2020
24 - 12
5Y
+6.99%
annualized
9.01%
-13.71%
Jan 2020 - Mar 2020
42 - 18
10Y
+6.60%
annualized
8.87%
-13.71%
Jan 2020 - Mar 2020
77 - 43
MAX
01 Jan 2002
+5.88%
annualized
9.87%
-36.42%
Nov 2007 - Feb 2009
140 - 85

* 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
+6.81% +35.65%
Mar 2009 - Feb 2010
-30.85%
Mar 2008 - Feb 2009
21.96%
2 Years
+6.63% +24.93%
Mar 2009 - Feb 2011
-16.21%
Mar 2007 - Feb 2009
13.37%
3 Years
+6.43% +17.26%
Apr 2003 - Mar 2006
-7.49%
Mar 2006 - Feb 2009
13.68%
5 Years
+5.94% +14.17%
Mar 2009 - Feb 2014
-1.21%
Mar 2004 - Feb 2009
1.81%
7 Years
+5.71% +9.41%
Mar 2009 - Feb 2016
+1.55%
Mar 2002 - Feb 2009
0.00%
10 Years
+5.87% +9.20%
Mar 2009 - Feb 2019
+3.86%
Dec 2006 - Nov 2016
0.00%
15 Years
+6.18% +7.68%
Feb 2003 - Jan 2018
+4.83%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Andrew Tobias Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.2 0.2 0.6 1.8 0.2 -0.1 0.9 0.1 0.1 0.8 0.9 1.0
Best 5.1
2019
3.9
2015
5.3
2009
7.1
2009
6.1
2009
4.6
2019
6.1
2009
3.9
2020
6.3
2010
6.7
2011
3.6
2009
5.1
2010
Worst -7.4
2009
-6.8
2009
-8.5
2020
-2.2
2004
-6.2
2010
-5.5
2008
-5.2
2002
-4.9
2011
-6.2
2008
-11.0
2008
-3.4
2008
-4.6
2018
Gain
Frequency
47 58 53 74 63 47 63 68 68 67 72 67

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+0.48% -0.8 -4.9 -8.5 5.9 3.4 1.8 2.6 3.9 -1.9
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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