Last Update: 30 June 2020

The Frank Armstrong Ideal Index Portfolio is exposed for 70% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 7 ETFs.

In the last 10 years, the portfolio obtained a 6.69% compound annual return, with a 9.93% standard deviation.

In 2019, the portfolio granted a 2.83% dividend yield. If you are interested in getting periodic income, please refer to the Frank Armstrong Ideal Index Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Frank Armstrong Ideal Index Portfolio has the following asset allocation:

70% Stocks
30% Fixed Income
0% Commodities

The Frank Armstrong Ideal Index Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
31.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
9.25 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
9.25 % VTV Vanguard Value Equity, U.S., Large Cap, Value
8.00 % VNQ Vanguard Real Estate Real Estate, U.S.
6.25 % IJT iShares S&P Small-Cap 600 Growth Equity, U.S., Small Cap, Growth
6.25 % VV Vanguard Large-Cap Equity, U.S., Large Cap
30.00 % 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 Frank Armstrong Ideal Index Portfolio guaranteed the following returns.

FRANK ARMSTRONG IDEAL INDEX PORTFOLIO RETURNS (%)
Last Update: 30 June 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Frank Armstrong Ideal Index Portfolio +2.02 +10.93 -8.11 -2.41 +2.71 +3.93 +6.69
Components
VEU - Vanguard FTSE All-World ex-US +4.36 +16.68 -10.66 -4.18 +1.19 +2.49 +5.34
IJS - iShares S&P Small-Cap 600 Value +3.58 +20.97 -24.40 -17.37 -3.27 +2.04 +9.40
VTV - Vanguard Value -1.02 +12.70 -15.55 -7.52 +3.82 +6.43 +11.21
VNQ - Vanguard Real Estate +2.41 +13.53 -13.90 -6.88 +2.18 +5.36 +9.67
IJT - iShares S&P Small-Cap 600 Growth +3.82 +23.39 -11.76 -6.01 +3.83 +6.37 +12.63
VV - Vanguard Large-Cap +2.09 +21.28 -2.33 +8.17 +10.96 +10.73 +14.02
SHY - iShares 1-3 Year Treasury Bond +0.02 +0.22 +2.95 +3.98 +2.55 +1.72 +1.20
(*) 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 Frank Armstrong Ideal Index Portfolio: Dividend Yield page.

Historical Returns

Frank Armstrong Ideal Index Portfolio - Historical returns and stats.

FRANK ARMSTRONG IDEAL INDEX PORTFOLIO
Last Update: 30 June 2020
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Period Returns
Jun 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.02%
0.00%
1 - 0
3M
+10.93%
0.00%
3 - 0
6M
-8.11%
-17.17%
Jan 2020 - Mar 2020
3 - 3
YTD
-8.11%
-17.17%
Jan 2020 - Mar 2020
3 - 3
1Y
-2.41%
14.74%
-17.17%
Jan 2020 - Mar 2020
7 - 5
3Y
+2.71%
annualized
11.43%
-17.17%
Jan 2020 - Mar 2020
24 - 12
5Y
+3.93%
annualized
10.10%
-17.17%
Jan 2020 - Mar 2020
41 - 19
10Y
+6.69%
annualized
9.93%
-17.17%
Jan 2020 - Mar 2020
80 - 40
MAX
01 Jan 1994
+6.64%
annualized
10.48%
-40.12%
Nov 2007 - Feb 2009
207 - 111

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Frank Armstrong Ideal Index Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.44% +43.78%
Mar 2009 - Feb 2010
-34.14%
Mar 2008 - Feb 2009
23.78%
2 Years
+7.23% +30.28%
Mar 2009 - Feb 2011
-18.86%
Mar 2007 - Feb 2009
14.92%
3 Years
+7.12% +20.64%
Apr 2003 - Mar 2006
-9.11%
Mar 2006 - Feb 2009
13.43%
5 Years
+6.81% +15.93%
Oct 2002 - Sep 2007
-1.14%
Mar 2004 - Feb 2009
1.54%
7 Years
+6.70% +10.74%
Apr 2009 - Mar 2016
+2.11%
Mar 2002 - Feb 2009
0.00%
10 Years
+6.79% +10.29%
Mar 2009 - Feb 2019
+2.74%
Mar 1999 - Feb 2009
0.00%
15 Years
+6.63% +8.55%
Feb 2003 - Jan 2018
+4.67%
Mar 1994 - Feb 2009
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
-8.11% -1.7 -5.2 -11.1 6.0 2.6 2.0
2019
+17.96% 6.2 1.8 0.4 2.2 -4.0 4.4 -0.1 -1.4 2.0 1.9 1.2 2.4
2018
-6.68% 2.5 -3.6 0.1 0.4 1.0 -0.1 2.1 0.8 -0.6 -5.4 1.6 -5.3
2017
+13.88% 1.4 1.5 0.7 0.9 0.7 1.0 1.7 -0.2 2.1 1.0 1.4 0.9
2016
+9.05% -3.5 -0.5 5.7 0.9 0.3 0.8 2.9 0.1 0.4 -2.0 1.9 2.0
2015
-1.66% -0.4 3.1 -0.2 0.8 0.0 -1.4 0.4 -4.7 -1.9 4.6 -0.1 -1.6
2014
+4.16% -2.5 3.5 0.6 0.5 1.2 1.6 -1.5 1.9 -3.1 2.4 0.5 -0.6
2013
+16.03% 2.9 0.1 1.7 2.0 -0.5 -1.5 3.6 -2.2 4.1 2.8 1.1 1.0
2012
+12.36% 4.4 2.5 1.0 -0.7 -6.0 3.8 0.4 1.7 1.8 -0.4 0.7 2.7
2011
-2.98% 0.9 2.5 0.2 3.2 -1.1 -1.2 -1.5 -5.1 -7.5 8.3 -1.0 0.3
2010
+13.00% -2.9 2.0 5.0 1.4 -6.1 -2.8 6.0 -3.0 6.5 2.8 -1.0 5.3
2009
+21.58% -9.0 -8.0 5.6 10.1 6.2 -0.8 7.1 3.3 3.8 -2.7 3.7 2.4
2008
-24.86% -3.6 -1.0 0.6 3.2 1.0 -5.9 -0.5 -0.2 -5.2 -14.0 -5.4 4.2
2007
+5.91% 1.6 -0.4 1.3 2.3 2.2 -1.0 -2.2 1.1 3.3 2.6 -3.5 -1.3
2006
+17.74% 4.5 0.0 2.5 1.7 -2.8 0.4 0.6 1.9 0.9 3.2 2.5 1.2
2005
+8.40% -1.9 2.5 -1.7 -1.2 1.9 1.5 3.0 0.3 1.8 -2.3 2.6 1.7
2004
+14.62% 1.5 1.7 0.7 -3.4 1.1 2.2 -2.1 1.1 1.8 2.1 4.5 2.7
2003
+26.78% -2.4 -1.4 -0.2 6.0 4.8 1.7 2.3 1.9 0.8 4.4 1.9 4.4
2002
-7.53% -1.5 0.2 4.0 0.3 0.0 -2.6 -6.6 0.4 -5.6 2.7 3.2 -1.7
2001
-3.80% 2.1 -4.4 -3.4 4.8 -0.2 -0.6 -0.8 -1.2 -6.3 1.8 3.2 1.7
2000
+2.04% -3.1 2.0 2.7 -1.5 -1.2 2.5 -0.5 2.5 -1.6 -0.8 -3.3 4.6
1999
+13.53% 0.0 -2.8 2.4 4.5 -1.5 2.9 -0.2 -0.9 -0.4 1.9 1.9 5.2
1998
+8.85% 0.9 4.4 2.9 0.4 -1.5 0.5 -1.4 -10.0 2.1 5.2 3.5 2.5
1997
+12.22% 0.6 0.4 -1.3 0.9 5.1 3.7 3.3 -3.2 4.8 -4.0 0.5 1.3
1996
+11.54% 0.9 0.7 1.2 2.2 0.7 -0.1 -3.0 1.7 2.5 0.5 3.5 0.3
1995
+16.29% -0.6 0.4 2.8 2.2 1.4 0.8 3.3 -0.3 1.7 -1.6 2.7 2.6
1994
+1.99% 4.5 -0.7 -3.1 1.2 0.0 -0.3 1.3 2.1 -1.8 1.0 -3.4 1.4

* Note:
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:

VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007

IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000

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

VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004

IJT - iShares S&P Small-Cap 600 Growth: simulated historical serie, up to December 2000

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

SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002

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