Last Update: 31 May 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 6.77% compound annual return, with a 7.42% 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:

55% Stocks
45% Fixed Income
0% Commodities

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

Portfolio and ETF Returns

The Bob Clyatt Sandwich Portfolio guaranteed the following returns.

BOB CLYATT SANDWICH PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Bob Clyatt Sandwich Portfolio +2.59 -0.02 -1.87 +5.49 +4.57 +4.67 +6.77
Components
VV - Vanguard Large-Cap +5.16 +3.87 -1.58 +13.37 +10.42 +9.84 +13.16
SCZ - iShares MSCI EAFE Small-Cap +8.08 -2.69 -11.22 -1.57 -0.21 +2.98 +7.89
IJR - iShares Core S&P Small-Cap +4.40 -8.71 -18.37 -8.09 +0.36 +3.95 +10.00
EEM - iShares MSCI Emerging Markets +2.97 -6.89 -9.43 -4.64 -0.61 +0.51 +2.00
VEU - Vanguard FTSE All-World ex-US +4.68 -5.11 -10.83 -2.79 -0.08 +1.04 +4.75
VNQ - Vanguard Real Estate +1.73 -10.67 -15.29 -7.67 +2.11 +3.86 +8.83
IEI - iShares 3-7 Year Treasury Bond +0.32 +2.94 +6.65 +8.94 +4.41 +3.25 +3.15
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill -0.02 +0.17 +0.52 +1.49 +1.57 +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: 31 May 2020
Swipe left to see all data
Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.59%
0.00%
1 - 0
3M
-0.02%
-7.24%
Mar 2020 - Mar 2020
2 - 1
6M
-1.87%
-10.74%
Jan 2020 - Mar 2020
3 - 3
YTD
-3.81%
-10.74%
Jan 2020 - Mar 2020
2 - 3
1Y
+5.49%
10.77%
-10.74%
Jan 2020 - Mar 2020
8 - 4
3Y
+4.57%
annualized
8.40%
-10.74%
Jan 2020 - Mar 2020
25 - 11
5Y
+4.67%
annualized
7.49%
-10.74%
Jan 2020 - Mar 2020
40 - 20
10Y
+6.77%
annualized
7.42%
-10.74%
Jan 2020 - Mar 2020
81 - 39
MAX
01 Jan 2008
+5.38%
annualized
8.94%
-26.74%
Jan 2008 - Feb 2009
97 - 52

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Bob Clyatt Sandwich Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.70% +35.08%
Mar 2009 - Feb 2010
-24.75%
Mar 2008 - Feb 2009
15.22%
2 Years
+7.20% +25.10%
Mar 2009 - Feb 2011
-0.48%
Jan 2008 - Dec 2009
2.38%
3 Years
+7.24% +17.78%
Mar 2009 - Feb 2012
+2.76%
Apr 2017 - Mar 2020
0.00%
5 Years
+7.04% +14.24%
Mar 2009 - Feb 2014
+3.31%
Apr 2015 - Mar 2020
0.00%
7 Years
+7.05% +10.24%
Mar 2009 - Feb 2016
+4.56%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.18% +9.50%
Mar 2009 - Feb 2019
+5.66%
Apr 2010 - Mar 2020
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
2020
-3.81% -0.4 -3.4 -7.2 5.1 2.6
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
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