The Craig Israelsen 7Twelve Portfolio is a High Risk portfolio and can be implemented with 9 ETFs.
It's exposed for 50% on the Stock Market and for 16.66% on Commodities.
In the last 30 Years, the Craig Israelsen 7Twelve Portfolio obtained a 7.13% compound annual return, with a 9.52% standard deviation.
Asset Allocation and ETFs
The Craig Israelsen 7Twelve Portfolio has the following asset allocation:
The Craig Israelsen 7Twelve Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
8.34 % | VNQ | Vanguard Real Estate | Real Estate, U.S. | |
8.34 % | VV | Vanguard Large-Cap | Equity, U.S., Large Cap | |
8.33 % | EEM | iShares MSCI Emerging Markets | Equity, Emerging Markets, Large Cap | |
8.33 % | IJR | iShares Core S&P Small-Cap | Equity, U.S., Small Cap | |
8.33 % | EFA | iShares MSCI EAFE | Equity, EAFE, Large Cap | |
8.33 % | VO | Vanguard Mid-Cap | Equity, U.S., Mid Cap | |
25.00 % | IEI | iShares 3-7 Year Treasury Bond | Bond, U.S., Intermediate-Term | |
8.34 % | BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill | Bond, U.S., Ultra Short-Term | |
16.66 % | GSG | iShares S&P GSCI Commodity Indexed Trust | Commodity, Broad Diversified |
Portfolio and ETF Returns
The Craig Israelsen 7Twelve Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
---|---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
Craig Israelsen 7Twelve Portfolio | -1.55 | -0.76 | -5.51 | -5.81 | -2.43 | 5.96 | 4.91 | 7.13 | |
US Inflation Adjusted return | -5.51 | -9.48 | -9.30 | 2.27 | 2.39 | 4.54 | |||
Components | |||||||||
VNQ Vanguard Real Estate |
-0.86 |
03:00PM Jul 05 2022 |
0.93 | -7.46 | -20.54 | -8.02 | 5.69 | 7.49 | 9.57 |
VV Vanguard Large-Cap |
-0.18 |
02:59PM Jul 05 2022 |
0.90 | -8.26 | -21.46 | -12.97 | 11.11 | 12.82 | 9.87 |
EEM iShares MSCI Emerging Markets |
-1.28 |
03:00PM Jul 05 2022 |
-1.90 | -5.14 | -17.20 | -25.55 | 1.56 | 2.33 | 6.09 |
IJR iShares Core S&P Small-Cap |
-0.71 |
02:59PM Jul 05 2022 |
0.22 | -8.48 | -18.93 | -16.91 | 7.20 | 11.24 | 10.52 |
EFA iShares MSCI EAFE |
-2.47 |
03:00PM Jul 05 2022 |
-2.24 | -8.72 | -18.78 | -17.39 | 2.23 | 5.36 | 5.01 |
VO Vanguard Mid-Cap |
-0.52 |
02:59PM Jul 05 2022 |
0.80 | -9.36 | -22.21 | -15.98 | 8.30 | 11.48 | 11.11 |
IEI iShares 3-7 Year Treasury Bond |
0.16 |
02:59PM Jul 05 2022 |
0.99 | -0.73 | -6.91 | -7.85 | 0.73 | 0.98 | 4.68 |
BIL SPDR Blmbg Barclays 1-3 Mth T-Bill |
0.00 |
02:59PM Jul 05 2022 |
-0.01 | 0.08 | 0.12 | 0.08 | 0.92 | 0.47 | 2.19 |
GSG iShares S&P GSCI Commodity Indexed Trust |
-6.54 |
03:00PM Jul 05 2022 |
-5.41 | -7.75 | 35.01 | 43.57 | 10.50 | -2.72 | 1.69 |
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Portfolio Dividends
In 2021, the Craig Israelsen 7Twelve Portfolio granted a 1.33% dividend yield. If you are interested in getting periodic income, please refer to the Craig Israelsen 7Twelve Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of Craig Israelsen 7Twelve Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jun 2022
|
-5.51
|
-5.51
|
-5.51
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-6.76
|
-7.96
|
-6.76
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-5.81
|
-9.48
|
-6.76
Apr 2022 - Jun 2022
|
3 - 3
|
|
YTD
|
-5.81
|
-9.48
|
-6.76
Apr 2022 - Jun 2022
|
3 - 3
|
|
1Y
|
-2.43
|
-9.30
|
9.23
|
-6.76
Apr 2022 - Jun 2022
|
7 - 5
58% pos
|
3Y(*)
|
6.10
|
1.53
|
11.78
|
-17.90
Jan 2020 - Mar 2020
|
25 - 11
69% pos
|
5Y(*)
|
5.96
|
2.27
|
10.64
|
-17.90
Jan 2020 - Mar 2020
|
44 - 16
73% pos
|
10Y(*)
|
4.91
|
2.39
|
8.69
|
-17.90
Jan 2020 - Mar 2020
|
81 - 39
68% pos
|
15Y(*)
|
4.00
|
1.66
|
10.98
|
-37.96
Jun 2008 - Feb 2009
|
115 - 65
64% pos
|
20Y(*)
|
6.36
|
3.81
|
10.16
|
-37.96
Jun 2008 - Feb 2009
|
160 - 80
67% pos
|
25Y(*)
|
6.23
|
3.71
|
10.02
|
-37.96
Jun 2008 - Feb 2009
|
193 - 107
64% pos
|
30Y(*)
|
7.13
|
4.54
|
9.52
|
-37.96
Jun 2008 - Feb 2009
|
239 - 121
66% pos
|
MAX(*)
01 Mar 1987
|
7.91
|
5.03
|
9.41
|
-37.96
Jun 2008 - Feb 2009
|
287 - 137
68% pos
|
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
The Inflation Adjusted Capital now would be 3793.52$, with a net total return of 279.35% (4.54% annualized).
The Inflation Adjusted Capital now would be 5655.01$, with a net total return of 465.50% (5.03% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-37.96% | Jun 2008 | Feb 2009 | 9 | Feb 2011 | 24 | 33 |
-17.90% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
-14.54% | Jul 2014 | Feb 2016 | 20 | Jul 2017 | 17 | 37 |
-13.54% | Apr 1998 | Aug 1998 | 5 | Apr 1999 | 8 | 13 |
-13.50% | May 2011 | Sep 2011 | 5 | Dec 2012 | 15 | 20 |
-10.05% | Feb 2001 | Sep 2001 | 8 | Apr 2003 | 19 | 27 |
-9.83% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
-6.76% | Apr 2022 | Jun 2022 | 3 | in progress | 3 | |
-6.66% | Feb 1994 | Nov 1994 | 10 | May 1995 | 6 | 16 |
-5.06% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
-4.35% | Nov 2007 | Jan 2008 | 3 | Apr 2008 | 3 | 6 |
-3.93% | May 2019 | May 2019 | 1 | Oct 2019 | 5 | 6 |
-3.70% | Oct 1997 | Jan 1998 | 4 | Mar 1998 | 2 | 6 |
-3.52% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
-3.44% | Oct 2005 | Oct 2005 | 1 | Dec 2005 | 2 | 3 |
-3.26% | Jul 1996 | Jul 1996 | 1 | Sep 1996 | 2 | 3 |
-3.22% | Feb 2018 | Feb 2018 | 1 | Jul 2018 | 5 | 6 |
-3.19% | Nov 1993 | Nov 1993 | 1 | Dec 1993 | 1 | 2 |
-2.79% | Sep 2000 | Nov 2000 | 3 | Jan 2001 | 2 | 5 |
-2.41% | May 2006 | May 2006 | 1 | Aug 2006 | 3 | 4 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-37.96% | Jun 2008 | Feb 2009 | 9 | Feb 2011 | 24 | 33 |
-17.90% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
-14.54% | Jul 2014 | Feb 2016 | 20 | Jul 2017 | 17 | 37 |
-13.54% | Apr 1998 | Aug 1998 | 5 | Apr 1999 | 8 | 13 |
-13.50% | May 2011 | Sep 2011 | 5 | Dec 2012 | 15 | 20 |
-12.25% | Sep 1987 | Nov 1987 | 3 | Jun 1988 | 7 | 10 |
-10.05% | Feb 2001 | Sep 2001 | 8 | Apr 2003 | 19 | 27 |
-9.83% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
-6.76% | Apr 2022 | Jun 2022 | 3 | in progress | 3 | |
-6.66% | Feb 1994 | Nov 1994 | 10 | May 1995 | 6 | 16 |
-5.15% | Jan 1990 | Apr 1990 | 4 | Jul 1990 | 3 | 7 |
-5.06% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
-4.35% | Nov 2007 | Jan 2008 | 3 | Apr 2008 | 3 | 6 |
-3.93% | May 2019 | May 2019 | 1 | Oct 2019 | 5 | 6 |
-3.70% | Oct 1997 | Jan 1998 | 4 | Mar 1998 | 2 | 6 |
-3.52% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
-3.44% | Oct 2005 | Oct 2005 | 1 | Dec 2005 | 2 | 3 |
-3.31% | Jun 1991 | Jun 1991 | 1 | Aug 1991 | 2 | 3 |
-3.30% | Aug 1990 | Aug 1990 | 1 | Jan 1991 | 5 | 6 |
-3.26% | Jul 1996 | Jul 1996 | 1 | Sep 1996 | 2 | 3 |
Rolling Returns ( more details)
Craig Israelsen 7Twelve Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
8.77 |
37.90 Mar 2009 - Feb 2010 |
-33.99 Mar 2008 - Feb 2009 |
17.68% |
2 Years |
8.39 |
27.21 Mar 2009 - Feb 2011 |
-15.17 Mar 2007 - Feb 2009 |
11.97% |
3 Years |
8.10 |
18.84 Apr 2003 - Mar 2006 |
-7.23 Mar 2006 - Feb 2009 |
7.20% |
5 Years |
7.95 |
16.09 Sep 1988 - Aug 1993 |
-0.15 Mar 2004 - Feb 2009 |
0.55% |
7 Years |
7.76 |
13.34 Oct 1990 - Sep 1997 |
0.86 Apr 2013 - Mar 2020 |
0.00% |
10 Years |
7.80 |
13.38 Dec 1987 - Nov 1997 |
2.73 Nov 2007 - Oct 2017 |
0.00% |
15 Years |
7.82 |
11.12 Apr 1989 - Mar 2004 |
3.59 Apr 2005 - Mar 2020 |
0.00% |
20 Years |
7.85 |
11.77 Nov 1987 - Oct 2007 |
4.91 Apr 2000 - Mar 2020 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Craig Israelsen 7Twelve Portfolio: Rolling Returns page.
Seasonality
Craig Israelsen 7Twelve Portfolio: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
0.50 57% |
0.62 66% |
0.69 75% |
1.39 81% |
0.68 67% |
0.32 61% |
0.83 66% |
0.32 66% |
0.41 66% |
0.06 63% |
0.52 60% |
1.74 86% |
Best Year |
6.4 2019 |
5.0 1991 |
5.3 2009 |
7.0 2009 |
6.8 2009 |
4.0 2000 |
5.4 2010 |
5.2 2000 |
6.0 2010 |
7.7 2011 |
7.8 2020 |
7.2 1991 |
Worst Year |
-7.6 2009 |
-6.6 2009 |
-12.1 2020 |
-5.1 2004 |
-5.9 2010 |
-5.5 2022 |
-3.5 2008 |
-8.1 1998 |
-7.4 2011 |
-15.3 2008 |
-5.6 2008 |
-4.7 2018 |
Monthly/Yearly Returns
Craig Israelsen 7Twelve Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-5.81 | -9.48 | -1.2 | 0.4 | 1.8 | -2.7 | 1.5 | -5.5 | ||||||
2021 |
+16.41 | +8.69 | 1.3 | 3.4 | 0.9 | 3.6 | 1.3 | 1.4 | 0.5 | 0.6 | -1.1 | 3.5 | -3.5 | 3.8 |
2020 |
+3.64 | +2.33 | -2.3 | -4.5 | -12.1 | 3.7 | 3.9 | 2.3 | 3.1 | 2.4 | -1.8 | -1.0 | 7.8 | 3.5 |
2019 |
+17.04 | +14.46 | 6.4 | 1.7 | 1.2 | 1.9 | -3.9 | 3.9 | 0.0 | -1.2 | 1.3 | 1.4 | 0.8 | 2.7 |
2018 |
-6.60 | -8.36 | 2.1 | -3.2 | 0.8 | 0.7 | 1.3 | 0.3 | 0.6 | 1.0 | 0.0 | -4.9 | -0.5 | -4.7 |
2017 |
+11.15 | +8.83 | 1.0 | 1.4 | -0.2 | 0.4 | 0.5 | 0.3 | 2.0 | 0.0 | 1.5 | 1.3 | 1.2 | 1.2 |
2016 |
+7.88 | +5.71 | -3.1 | -0.4 | 5.1 | 1.8 | 0.5 | 1.4 | 0.5 | 0.0 | 1.0 | -2.0 | 1.0 | 2.0 |
2015 |
-6.71 | -7.30 | -1.0 | 2.6 | -0.6 | 1.6 | -0.4 | -1.3 | -1.8 | -3.3 | -1.8 | 3.1 | -1.4 | -2.3 |
2014 |
-0.27 | -0.92 | -1.6 | 3.3 | 0.2 | 0.5 | 1.1 | 1.5 | -1.9 | 1.6 | -3.5 | 1.4 | -0.7 | -2.0 |
2013 |
+9.98 | +8.34 | 2.7 | -0.6 | 1.6 | 0.8 | -1.0 | -1.4 | 3.2 | -1.4 | 2.5 | 2.0 | 0.5 | 0.8 |
2012 |
+9.05 | +7.16 | 4.0 | 2.6 | 0.2 | -0.1 | -5.9 | 2.5 | 1.3 | 2.3 | 0.7 | -1.2 | 1.0 | 1.7 |
2011 |
-0.33 | -3.29 | 1.2 | 2.0 | 1.1 | 3.0 | -1.3 | -2.0 | 0.1 | -3.5 | -7.4 | 7.7 | -0.4 | -0.1 |
2010 |
+12.87 | +11.27 | -3.3 | 2.7 | 3.7 | 2.1 | -5.9 | -1.9 | 5.4 | -2.5 | 6.0 | 2.6 | -0.3 | 4.4 |
2009 |
+19.77 | +16.49 | -7.6 | -6.6 | 5.3 | 7.0 | 6.8 | -0.7 | 5.2 | 2.6 | 3.1 | -1.3 | 3.6 | 2.1 |
2008 |
-24.01 | -24.00 | -2.3 | 1.6 | 0.1 | 3.8 | 2.5 | -1.9 | -3.5 | -1.3 | -5.7 | -15.3 | -5.6 | 2.0 |
2007 |
+11.31 | +6.92 | 1.0 | 0.4 | 1.2 | 1.7 | 1.2 | -0.4 | -0.6 | 0.8 | 4.3 | 3.4 | -2.4 | 0.3 |
2006 |
+12.08 | +9.32 | 3.9 | -1.4 | 1.5 | 1.8 | -2.4 | 0.1 | 1.2 | 1.2 | -0.2 | 3.3 | 3.3 | -0.7 |
2005 |
+11.36 | +7.76 | -1.3 | 3.0 | -1.0 | -1.0 | 2.0 | 1.9 | 2.8 | 1.9 | 1.9 | -3.4 | 2.3 | 2.0 |
2004 |
+14.33 | +10.63 | 1.9 | 2.9 | 1.6 | -5.1 | 1.7 | 0.8 | -1.1 | 1.6 | 2.8 | 2.3 | 2.7 | 1.6 |
2003 |
+25.20 | +22.71 | -0.1 | 0.8 | -1.9 | 3.7 | 5.7 | 0.6 | 0.4 | 3.0 | 1.4 | 4.0 | 1.4 | 4.1 |
2002 |
+4.93 | +2.39 | -0.7 | 1.2 | 4.6 | 0.8 | -1.0 | -1.3 | -3.1 | 2.3 | -1.4 | 0.5 | 2.1 | 1.1 |
2001 |
-4.66 | -6.17 | 1.4 | -3.2 | -3.3 | 4.2 | 0.0 | -1.0 | -0.4 | -0.4 | -6.1 | 1.2 | 1.8 | 1.5 |
2000 |
+11.53 | +7.83 | -0.6 | 3.6 | 1.7 | -1.7 | 0.9 | 4.0 | -1.5 | 5.2 | -1.2 | -1.4 | -0.2 | 2.6 |
1999 |
+19.24 | +16.13 | 0.0 | -3.0 | 5.0 | 5.1 | -1.9 | 3.5 | -0.3 | 0.7 | 0.6 | 0.4 | 3.0 | 5.0 |
1998 |
-1.40 | -2.96 | -0.4 | 2.0 | 2.0 | -0.4 | -2.5 | -0.5 | -2.6 | -8.1 | 5.0 | 2.5 | 0.8 | 1.5 |
1997 |
+7.34 | +5.55 | 0.9 | -0.8 | -1.5 | 1.2 | 3.7 | 1.7 | 3.7 | -2.1 | 4.0 | -2.5 | -1.0 | 0.2 |
1996 |
+16.09 | +12.30 | 1.6 | 0.6 | 1.5 | 2.3 | 0.7 | 0.8 | -3.3 | 2.2 | 2.9 | 0.7 | 4.5 | 0.7 |
1995 |
+18.64 | +15.71 | -1.1 | 1.6 | 1.5 | 2.2 | 2.6 | 1.0 | 2.4 | 0.7 | 1.4 | -0.8 | 2.4 | 3.5 |
1994 |
-1.53 | -4.02 | 4.1 | -2.5 | -3.8 | 1.3 | 0.5 | -0.5 | 1.9 | 1.1 | -1.8 | 0.4 | -3.1 | 1.3 |
1993 |
+17.28 | +14.07 | 3.2 | 1.6 | 3.7 | 0.2 | 0.0 | 1.3 | 1.1 | 3.1 | 0.4 | 1.3 | -3.2 | 3.5 |
1992 |
+5.45 | +2.41 | 1.0 | -0.4 | -1.4 | 1.0 | 3.4 | -2.1 | 2.2 | -0.3 | 0.6 | -0.5 | 1.2 | 1.0 |
1991 |
+26.17 | +22.52 | 1.9 | 5.0 | 2.0 | 1.4 | 2.8 | -3.3 | 3.0 | 2.8 | 1.6 | 2.5 | -2.8 | 7.2 |
1990 |
+1.68 | -4.31 | -3.4 | -0.3 | 0.1 | -1.7 | 4.3 | 0.6 | 2.7 | -3.3 | 0.6 | 0.5 | 0.6 | 1.1 |
1989 |
+27.09 | +21.46 | 3.3 | 1.2 | 1.0 | 3.6 | 2.2 | 0.7 | 3.2 | 2.2 | 2.8 | -1.5 | 1.8 | 3.9 |
1988 |
+17.78 | +12.80 | 4.7 | 3.0 | 0.6 | 1.1 | -0.2 | 3.1 | -0.4 | -1.6 | 1.6 | 2.0 | 0.5 | 2.4 |
1987 |
- | - | 0.9 | 0.6 | 0.1 | 1.8 | 2.9 | 1.0 | -1.3 | -10.0 | -1.3 | 1.8 |
Portofolio Returns, up to December 2007, 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:
- VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
- VV - Vanguard Large-Cap: simulated historical serie, up to December 2004
- EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
- IJR - iShares Core S&P Small-Cap: simulated historical serie, up to December 2000
- EFA - iShares MSCI EAFE: simulated historical serie, up to December 2001
- VO - Vanguard Mid-Cap: simulated historical serie, up to December 2004
- IEI - iShares 3-7 Year Treasury Bond: simulated historical serie, up to December 2007
- BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill: simulated historical serie, up to December 2007
- GSG - iShares S&P GSCI Commodity Indexed Trust: simulated historical serie, up to December 2006
Portfolio efficiency
Is the Craig Israelsen 7Twelve Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Craig Israelsen 7Twelve Portfolio is classified as High Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
High Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+6.23%
(+3.71%) |
Poor : 1 / 5
|
Average : 2.3 / 5
|
Standard Deviation over 25 Years |
10.02% |
Average : 3 / 5
|
Good : 3.4 / 5
|
Maximum Drawdown over 25 Years |
-37.96% |
Bad : 1.8 / 5
|
Average : 2.6 / 5
|
Easy to manage | 9 ETFs |
Poor : 1 / 5
|
Poor : 1 / 5
|
Rating assigned considering all the High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with High Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Simple Path to Wealth JL Collins |
+0.90 | +8.84 | -38.53 | 75 | 25 | 0 | ||
Yale Endowment David Swensen |
+0.54 | +8.66 | -39.48 | 70 | 30 | 0 | ||
Late Sixties and Beyond Burton Malkiel |
+0.07 | +8.59 | -41.80 | 71 | 29 | 0 | ||
Talmud Portfolio Roger Gibson |
+0.94 | +8.56 | -40.17 | 66.7 | 33.3 | 0 | ||
Lazy Portfolio David Swensen |
+0.36 | +8.28 | -40.89 | 70 | 30 | 0 |
Last update: Jul 05 2022, 03:00PM Eastern Time.