Last Update: 30 November 2019

The Bill Bernstein Coward's Portfolio is exposed for 60% on the Stock Market .

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

In the last 10 years, the portfolio obtained a 7.8% compound annual return, with a 7.99% standard deviation.

Asset Allocation and ETFs

The Bill Bernstein Coward's Portfolio has the following asset allocation:

60% Stocks
40% Fixed Income
0% Commodities

The Bill Bernstein Coward's Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
15.00 % VV Vanguard Large-Cap Equity, U.S., Large Cap
10.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
10.00 % VTV Vanguard Value Equity, U.S., Large Cap, Value
5.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
5.00 % IJR iShares Core S&P Small-Cap Equity, U.S., Small Cap
5.00 % VGK Vanguard FTSE Europe Equity, Developed Europe, Large Cap
5.00 % VPL Vanguard FTSE Pacific Equity, Developed Asia Pacific, Large Cap
5.00 % VNQ Vanguard Real Estate Real Estate, U.S.
28.00 % SHY iShares 1-3 Year Treasury Bond Bond, U.S., Short Term
12.00 % LQD iShares Investment Grade Corporate Bond Bond, U.S., All-Term

Historical Returns

Bill Bernstein Coward's Portfolio - Historical returns and stats.

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

BILL BERNSTEIN COWARD'S PORTFOLIO
Last Update: 30 November 2019
Swipe left to see all data
Period Returns
Nov 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.48%
0.00%
1 - 0
3M
+4.93%
0.00%
3 - 0
6M
+8.92%
-0.88%
Aug 2019 - Aug 2019
5 - 1
YTD
+15.94%
-3.72%
May 2019 - May 2019
9 - 2
1Y
+10.32%
9.97%
-4.85%
Dec 2018 - Dec 2018
9 - 3
3Y
+7.86%
annualized
7.27%
-8.66%
Sep 2018 - Dec 2018
28 - 8
5Y
+6.00%
annualized
7.19%
-8.66%
Sep 2018 - Dec 2018
43 - 17
10Y
+7.80%
annualized
7.99%
-11.86%
May 2011 - Sep 2011
83 - 37
MAX
Dec 2002
+7.69%
annualized
9.10%
-33.86%
Nov 2007 - Feb 2009
140 - 63

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+11.05% 2 75 25 0
Talmud Portfolio
Roger Gibson
+10.05% 3 66.67 33.33 0
Stocks/Bonds 60/40
+9.59% 2 60 40 0
Yale Endowment
David Swensen
+9.42% 6 70 30 0
Family Taxable Portfolio
Ted Aronson
+8.77% 11 70 30 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Bill Bernstein Coward's Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.84% +38.05%
Mar 2009 - Feb 2010
-28.57%
Mar 2008 - Feb 2009
16.67%
2 Years
+7.32% +26.64%
Mar 2009 - Feb 2011
-15.55%
Mar 2007 - Feb 2009
11.11%
3 Years
+7.03% +18.22%
Mar 2009 - Feb 2012
-7.36%
Mar 2006 - Feb 2009
13.10%
5 Years
+6.47% +15.26%
Mar 2009 - Feb 2014
-0.84%
Mar 2004 - Feb 2009
1.39%
7 Years
+6.82% +10.85%
Apr 2009 - Mar 2016
+4.60%
Jan 2005 - Dec 2011
0.00%
10 Years
+6.82% +10.29%
Mar 2009 - Feb 2019
+4.99%
Feb 2006 - Jan 2016
0.00%
15 Years
+7.10% +8.34%
Feb 2003 - Jan 2018
+6.14%
Jan 2004 - Dec 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+15.94% 6.0 1.6 0.6 2.1 -3.7 4.4 0.3 -0.9 1.8 1.6 1.5
2018
-5.49% 2.1 -3.1 -0.1 0.1 1.4 0.0 2.0 1.2 -0.5 -4.8 1.4 -4.9
2017
+12.63% 1.0 1.7 0.2 0.8 0.6 1.0 1.4 -0.1 2.0 1.1 1.5 0.8
2016
+10.13% -3.0 0.0 5.3 0.8 0.3 1.2 2.7 0.1 0.3 -1.8 2.2 1.7
2015
-1.45% -0.5 2.6 -0.1 0.2 0.1 -1.3 0.3 -3.8 -1.4 4.2 0.2 -1.5
2014
+6.21% -1.9 2.9 0.7 0.3 1.3 1.4 -1.3 2.2 -2.6 2.5 0.8 -0.1
2013
+16.08% 2.7 0.6 1.9 1.7 -0.1 -1.3 3.3 -2.1 3.3 2.7 1.4 1.1
2012
+11.64% 4.0 2.2 1.2 -0.5 -4.4 3.1 0.7 1.5 1.7 -0.5 0.5 1.9
2011
-0.01% 0.8 2.3 0.1 2.5 -0.6 -1.1 -0.9 -4.0 -5.7 7.2 -0.9 0.9
2010
+12.72% -1.9 1.9 4.2 1.9 -5.1 -2.6 5.0 -2.4 5.4 2.3 -0.4 4.4
2009
+18.27% -7.3 -7.6 4.9 8.4 4.3 0.1 6.2 2.8 3.2 -2.3 3.6 2.0
2008
-19.69% -2.5 -1.2 0.1 2.8 0.7 -5.3 -0.0 0.6 -5.4 -11.2 -4.1 4.9
2007
+4.57% 1.3 -0.4 0.9 2.0 1.9 -1.0 -2.2 1.5 2.7 1.9 -2.9 -1.0
2006
+14.41% 3.6 -0.0 1.8 1.1 -2.6 0.5 0.5 1.9 1.1 2.9 2.1 1.0
2005
+6.99% -1.6 1.9 -1.7 -0.9 2.2 1.5 2.5 0.1 1.2 -2.1 2.6 1.1
2004
+12.14% 1.5 1.5 0.7 -3.5 0.9 1.9 -1.7 1.4 1.5 1.6 3.6 2.3
2003
+23.63% -1.9 -1.0 -0.0 5.1 4.7 1.6 1.3 2.2 0.6 3.8 1.4 3.9

* Note:
Portofolio Returns, up to December 2005, 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:

VV - Vanguard Large-Cap: simulated historical serie, up to December 2004

VTV - Vanguard Value: simulated historical serie, up to December 2004

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

Share this page