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.

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 % VTV Vanguard Value Equity, U.S., Large Cap
9.25 % VIOV Vanguard S&P Small-Cap 600 Value Equity, U.S., Small Cap
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 % VGSH Vanguard Short-Term Treasury Index Bond, U.S., Short Term

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

Historical Returns

Frank Armstrong Ideal Index Portfolio - Historical returns and stats:

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Range Returns
Aug 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.38%
-1.38%
Aug 2019 - Aug 2019
0 - 1
YTD
+9.49%
-4.03%
May 2019 - May 2019
5 - 3
1Y
-0.87%
11.98%
-9.47%
Sep 2018 - Dec 2018
6 - 6
3Y
+6.02%
annualized
7.93%
-9.47%
Sep 2018 - Dec 2018
26 - 10
5Y
+4.36%
annualized
8.04%
-9.47%
Sep 2018 - Dec 2018
39 - 21
MAX
Dec 2010
+5.90%
annualized
8.73%
-15.48%
May 2011 - Sep 2011
69 - 35

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 5Y annualized return.

Portfolio 5Y Return ▾ #ETF Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+8.07% 2 75 25 0
Stocks/Bonds 60/40
+7.14% 2 60 40 0
Yale Endowment
David Swensen
+6.42% 6 70 30 0
Edge Select Moderately Aggressive
Merrill Lynch
+6.09% 12 69 31 0
Coffee House
Bill Schultheis
+5.74% 7 60 40 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Frank Armstrong Ideal Index Portfolio: annualized rolling and average returns

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Return (*)
Rolling Period Average Best Worst
1 Year
+6.50% +18.47%
Jun 2012 - May 2013
-8.12%
Mar 2015 - Feb 2016
2 Years
+7.13% +15.50%
Oct 2011 - Sep 2013
-1.31%
Mar 2014 - Feb 2016
3 Years
+6.86% +12.55%
Oct 2011 - Sep 2014
+3.15%
Nov 2013 - Oct 2016
5 Years
+6.37% +8.96%
Oct 2011 - Sep 2016
+3.50%
Jan 2014 - Dec 2018
7 Years
+6.93% +8.98%
Oct 2011 - Sep 2018
+5.93%
May 2011 - Apr 2018

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+9.49% 6.2 1.8 0.4 2.2 -4.0 4.4 -0.1 -1.4
2018
-6.66% 2.5 -3.5 0.0 0.4 1.0 -0.1 2.1 0.8 -0.6 -5.4 1.6 -5.3
2017
+13.83% 1.3 1.5 0.7 0.9 0.7 1.0 1.7 -0.2 2.1 1.0 1.4 0.9
2016
+9.02% -3.6 -0.5 5.7 0.9 0.3 0.8 2.9 0.1 0.5 -2.0 2.0 2.1
2015
-1.57% -0.5 3.2 -0.2 0.9 0.1 -1.5 0.4 -4.7 -1.9 4.5 -0.0 -1.5
2014
+4.15% -2.6 3.5 0.5 0.4 1.2 1.6 -1.5 1.8 -3.1 2.4 0.6 -0.7
2013
+16.08% 2.8 0.1 1.7 2.0 -0.4 -1.5 3.5 -2.2 4.1 2.8 1.0 1.1
2012
+12.33% 4.2 2.6 1.1 -0.7 -6.0 3.8 0.4 1.8 1.8 -0.4 0.7 2.8
2011
-3.02% 0.8 2.6 0.2 3.1 -1.1 -1.3 -1.4 -5.2 -7.4 8.3 -1.2 0.4