Last Update: 30 September 2020
The Bob Clyatt Sandwich Portfolio is exposed for 55% on the Stock Market.
It's a High Risk portfolio and it can be replicated with 8 ETFs.
In the last 10 years, the portfolio obtained a 6.63% compound annual return, with a 7.16% standard deviation.
In 2019, the portfolio granted a 2.61% dividend yield. If you are interested in getting periodic income, please refer to the Bob Clyatt Sandwich Portfolio: Dividend Yield page.
Asset Allocation and ETFs
The Bob Clyatt Sandwich Portfolio has the following asset allocation:
The Bob Clyatt Sandwich Portfolio can be replicated with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 20.00 % | VV | Vanguard Large-Cap | Equity, U.S., Large Cap | |
| 10.00 % | SCZ | iShares MSCI EAFE Small-Cap | Equity, EAFE, Small Cap | |
| 8.00 % | IJR | iShares Core S&P Small-Cap | Equity, U.S., Small Cap | |
| 6.00 % | EEM | iShares MSCI Emerging Markets | Equity, Emerging Markets, Large Cap | |
| 6.00 % | VEU | Vanguard FTSE All-World ex-US | Equity, Global ex-US, Large Cap | |
| 5.00 % | VNQ | Vanguard Real Estate | Real Estate, U.S. | |
| 41.00 % | IEI | iShares 3-7 Year Treasury Bond | Bond, U.S., Intermediate-Term | |
| 4.00 % | BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill | Bond, U.S., Ultra 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 Bob Clyatt Sandwich Portfolio guaranteed the following returns.
BOB CLYATT SANDWICH PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | |
|---|---|---|---|---|---|---|---|
| Bob Clyatt Sandwich Portfolio | -1.38 | +4.15 | +14.01 | +6.76 | +5.23 | +6.93 | +6.63 |
| Components | |||||||
| VV - Vanguard Large-Cap | -3.70 | +9.84 | +33.21 | +16.94 | +12.82 | +14.40 | +13.84 |
| SCZ - iShares MSCI EAFE Small-Cap | -0.20 | +10.01 | +32.92 | +6.23 | +1.13 | +7.14 | +7.40 |
| IJR - iShares Core S&P Small-Cap | -4.65 | +3.28 | +26.13 | -8.20 | -0.34 | +7.22 | +10.56 |
| EEM - iShares MSCI Emerging Markets | -1.01 | +10.25 | +29.94 | +10.81 | +1.84 | +8.47 | +1.94 |
| VEU - Vanguard FTSE All-World ex-US | -1.68 | +6.69 | +24.48 | +3.78 | +1.42 | +6.45 | +4.26 |
| VNQ - Vanguard Real Estate | -2.68 | +1.31 | +15.01 | -12.28 | +2.33 | +5.19 | +8.48 |
| IEI - iShares 3-7 Year Treasury Bond | +0.08 | +0.19 | +0.75 | +6.89 | +4.51 | +3.06 | +2.68 |
| BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill | -0.02 | -0.01 | -0.05 | +0.78 | +1.45 | +0.98 | +0.46 |
(*) 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 Bob Clyatt Sandwich Portfolio: Dividend Yield page.
Historical Returns
Bob Clyatt Sandwich Portfolio - Historical returns and stats.
BOB CLYATT SANDWICH PORTFOLIO
Last Update: 30 September 2020
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| Period | Returns Sep 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-1.38%
|
-1.38%
Sep 2020 - Sep 2020
|
0 - 1 | |
|
3M
|
+4.15%
|
-1.38%
Sep 2020 - Sep 2020
|
2 - 1 | |
|
6M
|
+14.01%
|
-1.38%
Sep 2020 - Sep 2020
|
5 - 1 | |
|
YTD
|
+1.76%
|
-10.74%
Jan 2020 - Mar 2020
|
5 - 4 | |
|
1Y
|
+6.76%
|
10.95%
|
-10.74%
Jan 2020 - Mar 2020
|
8 - 4 |
|
3Y
|
+5.23%
annualized
|
8.66%
|
-10.74%
Jan 2020 - Mar 2020
|
24 - 12 |
|
5Y
|
+6.93%
annualized
|
7.42%
|
-10.74%
Jan 2020 - Mar 2020
|
42 - 18 |
|
10Y
|
+6.63%
annualized
|
7.16%
|
-10.74%
Jan 2020 - Mar 2020
|
82 - 38 |
|
MAX
01 Jan 2008
|
+5.70%
annualized
|
8.89%
|
-26.74%
Jan 2008 - Feb 2009
|
100 - 53 |
* Annualized St.Dev. of monthly returns
Best High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|
| Simple Path to Wealth JL Collins |
+11.10% | 75 | 25 | 0 | Compare | |
| Stocks/Bonds 60/40 |
+9.63% | 60 | 40 | 0 | Compare | |
| Talmud Portfolio Roger Gibson |
+8.72% | 66.67 | 33.33 | 0 | Compare | |
| Yale Endowment David Swensen |
+8.64% | 70 | 30 | 0 | Compare | |
| Edge Select Moderately Aggressive Merrill Lynch |
+8.61% | 69 | 31 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns
Bob Clyatt Sandwich Portfolio: annualized rolling and average returns
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| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+6.70% |
+35.08% Mar 2009 - Feb 2010 |
-24.75% Mar 2008 - Feb 2009 |
14.79% |
| 2 Years |
+7.14% |
+25.10% Mar 2009 - Feb 2011 |
-0.48% Jan 2008 - Dec 2009 |
2.31% |
| 3 Years |
+7.18% |
+17.78% Mar 2009 - Feb 2012 |
+2.76% Apr 2017 - Mar 2020 |
0.00% |
| 5 Years |
+7.01% |
+14.24% Mar 2009 - Feb 2014 |
+3.31% Apr 2015 - Mar 2020 |
0.00% |
| 7 Years |
+7.00% |
+10.24% Mar 2009 - Feb 2016 |
+4.56% Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
+7.16% |
+9.50% Mar 2009 - Feb 2019 |
+5.66% Apr 2010 - Mar 2020 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Seasonality and Yearly/Monthly Returns
Bob Clyatt Sandwich Portfolio Seasonality
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| Months | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average | 0.1 | 0.1 | 0.9 | 1.8 | -0.1 | 0.0 | 1.6 | 0.0 | 0.2 | 0.0 | 0.5 | 0.8 |
| Best |
5.2 2019 |
2.7 2014 |
5.4 2009 |
6.8 2009 |
4.6 2009 |
3.6 2019 |
5.4 2009 |
2.8 2020 |
5.4 2010 |
5.9 2011 |
3.5 2009 |
3.5 2010 |
| Worst |
-6.4 2009 |
-5.9 2009 |
-7.2 2020 |
-0.2 2018 |
-4.4 2010 |
-4.2 2008 |
-1.3 2014 |
-3.4 2015 |
-5.4 2011 |
-9.8 2008 |
-2.1 2008 |
-3.6 2018 |
| Gain Frequency |
54 | 62 | 85 | 92 | 62 | 46 | 77 | 54 | 54 | 58 | 67 | 75 |
Detail of Monthly Returns
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| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2020 |
+1.76% | -0.4 | -3.4 | -7.2 | 5.1 | 2.6 | 1.6 | 2.7 | 2.8 | -1.4 | |||
| 2019 |
+16.81% | 5.2 | 1.2 | 1.1 | 1.8 | -2.8 | 3.6 | 0.0 | -0.3 | 1.1 | 1.7 | 1.1 | 2.0 |
| 2018 |
-4.77% | 2.0 | -2.7 | 0.1 | -0.2 | 1.1 | -0.2 | 1.4 | 1.1 | -0.6 | -4.4 | 1.5 | -3.6 |
| 2017 |
+13.38% | 1.5 | 1.6 | 0.6 | 1.3 | 1.0 | 0.5 | 1.7 | 0.4 | 1.1 | 1.0 | 1.0 | 0.9 |
| 2016 |
+6.63% | -2.1 | -0.1 | 4.6 | 0.3 | 0.4 | 1.0 | 2.5 | -0.2 | 0.7 | -1.7 | 0.1 | 1.3 |
| 2015 |
+0.48% | 0.4 | 2.1 | 0.0 | 0.8 | 0.2 | -1.3 | 0.6 | -3.4 | -0.9 | 3.4 | -0.1 | -1.1 |
| 2014 |
+4.84% | -1.4 | 2.7 | 0.1 | 0.4 | 1.4 | 1.2 | -1.3 | 1.9 | -2.6 | 2.1 | 0.7 | -0.4 |
| 2013 |
+12.69% | 2.1 | 0.6 | 1.5 | 1.6 | -0.9 | -1.7 | 3.0 | -1.8 | 3.7 | 2.5 | 0.9 | 0.7 |
| 2012 |
+10.59% | 4.0 | 1.9 | 0.8 | 0.1 | -4.3 | 2.4 | 0.5 | 1.5 | 1.6 | -0.6 | 0.8 | 1.8 |
| 2011 |
+0.70% | 0.8 | 1.5 | 0.4 | 2.9 | -0.2 | -1.0 | -0.1 | -3.2 | -5.4 | 5.9 | -0.6 | 0.2 |
| 2010 |
+13.17% | -1.5 | 1.5 | 3.6 | 1.5 | -4.4 | -1.4 | 5.0 | -1.8 | 5.4 | 2.5 | -0.9 | 3.5 |
| 2009 |
+19.04% | -6.4 | -5.9 | 5.4 | 6.8 | 4.6 | -0.4 | 5.4 | 2.8 | 3.6 | -1.9 | 3.5 | 1.2 |
| 2008 |
-16.79% | -2.5 | -0.1 | 0.5 | 1.5 | 0.6 | -4.2 | -0.7 | 0.2 | -4.4 | -9.8 | -2.1 | 3.4 |