The FundAdvice Ultimate Buy&Hold Portfolio is a High Risk portfolio and can be implemented with 12 ETFs.
It's exposed for 60% on the Stock Market.
In the last 30 Years, the FundAdvice Ultimate Buy&Hold Portfolio obtained a 7.43% compound annual return, with a 8.92% standard deviation.
Asset Allocation and ETFs
The FundAdvice Ultimate Buy&Hold Portfolio has the following asset allocation:
The FundAdvice Ultimate Buy&Hold Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
12.00 % | DLS | WisdomTree International SmallCp Div | Equity, Developed Markets, Small Cap, Value | |
6.00 % | 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 % | IJS | iShares S&P Small-Cap 600 Value | Equity, U.S., Small Cap, Value | |
6.00 % | VTV | Vanguard Value | Equity, U.S., Large Cap, Value | |
6.00 % | VEA | Vanguard FTSE Developed Markets | Equity, EAFE, Large Cap | |
6.00 % | EFV | iShares MSCI EAFE Value | Equity, EAFE, Large Cap, Value | |
6.00 % | VNQ | Vanguard Real Estate | Real Estate, U.S. | |
6.00 % | VV | Vanguard Large-Cap | Equity, U.S., Large Cap | |
20.00 % | IEI | iShares 3-7 Year Treasury Bond | Bond, U.S., Intermediate-Term | |
12.00 % | SHY | iShares 1-3 Year Treasury Bond | Bond, U.S., Short Term | |
8.00 % | TIP | iShares TIPS Bond | Bond, U.S., All-Term |
Portfolio and ETF Returns
The FundAdvice Ultimate Buy&Hold 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(*) | |
FundAdvice Ultimate Buy&Hold Portfolio | -0.67 | 0.03 | -5.24 | -12.58 | -10.88 | 3.56 | 5.54 | 7.43 | |
US Inflation Adjusted return | -5.24 | -15.99 | -17.15 | -0.05 | 3.01 | 4.83 | |||
Components | |||||||||
DLS WisdomTree International SmallCp Div |
-1.97 |
03:59PM Jul 05 2022 |
-1.73 | -7.84 | -18.35 | -18.26 | -0.02 | 6.32 | 6.96 |
IJR iShares Core S&P Small-Cap |
0.09 |
04:00PM Jul 05 2022 |
1.03 | -8.48 | -18.93 | -16.91 | 7.20 | 11.24 | 10.52 |
EEM iShares MSCI Emerging Markets |
-0.78 |
03:59PM Jul 05 2022 |
-1.40 | -5.14 | -17.20 | -25.55 | 1.56 | 2.33 | 6.09 |
IJS iShares S&P Small-Cap 600 Value |
-0.53 |
03:59PM Jul 05 2022 |
0.56 | -8.96 | -14.31 | -14.23 | 6.57 | 10.79 | 11.03 |
VTV Vanguard Value |
-1.10 |
03:59PM Jul 05 2022 |
-0.11 | -7.89 | -9.29 | -1.75 | 9.23 | 11.77 | 9.47 |
VEA Vanguard FTSE Developed Markets |
-2.16 |
03:59PM Jul 05 2022 |
-1.95 | -9.19 | -18.92 | -18.07 | 2.71 | 5.87 | 5.27 |
EFV iShares MSCI EAFE Value |
-2.87 |
03:59PM Jul 05 2022 |
-2.56 | -9.59 | -11.33 | -11.79 | 0.42 | 4.05 | 5.30 |
VNQ Vanguard Real Estate |
-0.26 |
03:59PM Jul 05 2022 |
1.53 | -7.46 | -20.54 | -8.02 | 5.69 | 7.49 | 9.57 |
VV Vanguard Large-Cap |
0.37 |
03:59PM Jul 05 2022 |
1.44 | -8.26 | -21.46 | -12.97 | 11.11 | 12.82 | 9.87 |
IEI iShares 3-7 Year Treasury Bond |
0.11 |
03:59PM Jul 05 2022 |
0.94 | -0.73 | -6.91 | -7.85 | 0.73 | 0.98 | 4.68 |
SHY iShares 1-3 Year Treasury Bond |
-0.01 |
03:59PM Jul 05 2022 |
0.29 | -0.59 | -2.99 | -3.55 | 0.78 | 0.65 | 3.26 |
TIP iShares TIPS Bond |
-0.29 |
03:59PM Jul 05 2022 |
1.32 | -3.11 | -9.04 | -5.27 | 3.04 | 1.57 | 5.80 |
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 FundAdvice Ultimate Buy&Hold Portfolio granted a 2.22% dividend yield. If you are interested in getting periodic income, please refer to the FundAdvice Ultimate Buy&Hold Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of FundAdvice Ultimate Buy&Hold 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
|
-5.24
|
-5.24
|
-5.24
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-8.74
|
-9.91
|
-8.74
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-12.58
|
-15.99
|
-12.58
Jan 2022 - Jun 2022
|
1 - 5
|
|
YTD
|
-12.58
|
-15.99
|
-12.58
Jan 2022 - Jun 2022
|
1 - 5
|
|
1Y
|
-10.88
|
-17.15
|
8.55
|
-12.58
Jan 2022 - Jun 2022
|
5 - 7
42% pos
|
3Y(*)
|
3.00
|
-1.44
|
10.79
|
-15.07
Jan 2020 - Mar 2020
|
21 - 15
58% pos
|
5Y(*)
|
3.56
|
-0.05
|
9.73
|
-15.07
Jan 2020 - Mar 2020
|
39 - 21
65% pos
|
10Y(*)
|
5.54
|
3.01
|
8.11
|
-15.07
Jan 2020 - Mar 2020
|
80 - 40
67% pos
|
15Y(*)
|
4.51
|
2.16
|
10.17
|
-34.23
Nov 2007 - Feb 2009
|
113 - 67
63% pos
|
20Y(*)
|
6.80
|
4.25
|
9.55
|
-34.23
Nov 2007 - Feb 2009
|
158 - 82
66% pos
|
25Y(*)
|
6.57
|
4.05
|
9.35
|
-34.23
Nov 2007 - Feb 2009
|
190 - 110
63% pos
|
30Y(*)
|
7.43
|
4.83
|
8.92
|
-34.23
Nov 2007 - Feb 2009
|
236 - 124
66% pos
|
MAX(*)
01 Jan 1992
|
7.35
|
4.76
|
8.87
|
-34.23
Nov 2007 - Feb 2009
|
240 - 126
66% 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 4122.33$, with a net total return of 312.23% (4.83% annualized).
The Inflation Adjusted Capital now would be 4128.25$, with a net total return of 312.82% (4.76% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-34.23% | Nov 2007 | Feb 2009 | 16 | Oct 2010 | 20 | 36 |
-15.07% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
-12.58% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-11.43% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
-10.85% | May 1998 | Aug 1998 | 4 | Apr 1999 | 8 | 12 |
-8.84% | Jun 2002 | Sep 2002 | 4 | May 2003 | 8 | 12 |
-8.59% | Feb 2018 | Dec 2018 | 11 | Apr 2019 | 4 | 15 |
-7.07% | Feb 2001 | Sep 2001 | 8 | Mar 2002 | 6 | 14 |
-6.96% | May 2015 | Feb 2016 | 10 | Jul 2016 | 5 | 15 |
-6.89% | Feb 1994 | Jun 1994 | 5 | May 1995 | 11 | 16 |
-5.29% | Apr 2012 | May 2012 | 2 | Sep 2012 | 4 | 6 |
-4.14% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
-3.64% | Sep 2000 | Nov 2000 | 3 | Dec 2000 | 1 | 4 |
-3.32% | Sep 2014 | Sep 2014 | 1 | Feb 2015 | 5 | 6 |
-3.25% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
-3.12% | Oct 1997 | Nov 1997 | 2 | Feb 1998 | 3 | 5 |
-3.12% | May 2013 | Jun 2013 | 2 | Jul 2013 | 1 | 3 |
-2.97% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
-2.84% | May 2006 | May 2006 | 1 | Aug 2006 | 3 | 4 |
-2.67% | Jul 1996 | Jul 1996 | 1 | Sep 1996 | 2 | 3 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-34.23% | Nov 2007 | Feb 2009 | 16 | Oct 2010 | 20 | 36 |
-15.07% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
-12.58% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-11.43% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
-10.85% | May 1998 | Aug 1998 | 4 | Apr 1999 | 8 | 12 |
-8.84% | Jun 2002 | Sep 2002 | 4 | May 2003 | 8 | 12 |
-8.59% | Feb 2018 | Dec 2018 | 11 | Apr 2019 | 4 | 15 |
-7.07% | Feb 2001 | Sep 2001 | 8 | Mar 2002 | 6 | 14 |
-6.96% | May 2015 | Feb 2016 | 10 | Jul 2016 | 5 | 15 |
-6.89% | Feb 1994 | Jun 1994 | 5 | May 1995 | 11 | 16 |
-5.29% | Apr 2012 | May 2012 | 2 | Sep 2012 | 4 | 6 |
-4.14% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
-3.64% | Sep 2000 | Nov 2000 | 3 | Dec 2000 | 1 | 4 |
-3.32% | Sep 2014 | Sep 2014 | 1 | Feb 2015 | 5 | 6 |
-3.25% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
-3.12% | Oct 1997 | Nov 1997 | 2 | Feb 1998 | 3 | 5 |
-3.12% | May 2013 | Jun 2013 | 2 | Jul 2013 | 1 | 3 |
-2.97% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
-2.84% | May 2006 | May 2006 | 1 | Aug 2006 | 3 | 4 |
-2.67% | Jul 1996 | Jul 1996 | 1 | Sep 1996 | 2 | 3 |
Rolling Returns ( more details)
FundAdvice Ultimate Buy&Hold Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
8.30 |
39.16 Mar 2009 - Feb 2010 |
-29.49 Mar 2008 - Feb 2009 |
16.06% |
2 Years |
7.88 |
27.26 Mar 2009 - Feb 2011 |
-15.21 Mar 2007 - Feb 2009 |
7.58% |
3 Years |
7.67 |
21.10 Apr 2003 - Mar 2006 |
-6.63 Mar 2006 - Feb 2009 |
3.63% |
5 Years |
7.65 |
16.61 Nov 2002 - Oct 2007 |
0.71 Mar 2004 - Feb 2009 |
0.00% |
7 Years |
7.56 |
11.75 Nov 2000 - Oct 2007 |
3.38 Apr 2013 - Mar 2020 |
0.00% |
10 Years |
7.65 |
10.48 May 1997 - Apr 2007 |
4.78 Apr 2010 - Mar 2020 |
0.00% |
15 Years |
7.63 |
10.63 Nov 1992 - Oct 2007 |
4.51 Jul 2007 - Jun 2022 |
0.00% |
20 Years |
7.65 |
8.62 Apr 1992 - Mar 2012 |
6.20 Apr 2000 - Mar 2020 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the FundAdvice Ultimate Buy&Hold Portfolio: Rolling Returns page.
Seasonality
FundAdvice Ultimate Buy&Hold 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 % |
0.44 58% |
0.22 61% |
0.68 71% |
1.41 84% |
0.49 68% |
0.15 52% |
0.78 60% |
0.20 63% |
0.20 60% |
0.53 63% |
0.84 67% |
1.58 80% |
Best Year |
5.6 2019 |
4.3 1998 |
5.9 2009 |
8.0 2009 |
5.6 2003 |
3.6 2019 |
6.0 2009 |
3.7 1993 |
5.7 2010 |
6.3 2011 |
7.4 2020 |
4.7 2008 |
Worst Year |
-7.7 2009 |
-7.1 2009 |
-9.9 2020 |
-4.3 2022 |
-5.4 2010 |
-5.3 2008 |
-4.6 2002 |
-7.9 1998 |
-5.9 2011 |
-12.0 2008 |
-3.6 2008 |
-4.2 2018 |
Monthly/Yearly Returns
FundAdvice Ultimate Buy&Hold 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 |
-12.58 | -15.99 | -2.7 | -1.1 | -0.4 | -4.3 | 0.7 | -5.2 | ||||||
2021 |
+11.49 | +4.10 | 0.6 | 2.4 | 2.2 | 2.2 | 1.7 | -0.1 | 0.2 | 1.2 | -2.4 | 2.2 | -2.3 | 3.2 |
2020 |
+5.84 | +4.50 | -1.4 | -4.4 | -9.9 | 5.2 | 2.3 | 1.6 | 2.3 | 2.6 | -1.5 | -0.9 | 7.4 | 3.4 |
2019 |
+16.24 | +13.67 | 5.6 | 1.3 | 0.5 | 1.8 | -3.3 | 3.6 | -0.4 | -0.9 | 1.9 | 1.9 | 1.1 | 2.3 |
2018 |
-6.85 | -8.60 | 1.9 | -3.1 | 0.2 | 0.1 | 0.7 | -0.3 | 1.4 | 0.5 | -0.6 | -4.8 | 1.4 | -4.2 |
2017 |
+13.54 | +11.17 | 1.5 | 1.4 | 0.7 | 1.2 | 0.8 | 0.8 | 1.8 | 0.1 | 1.7 | 0.8 | 1.0 | 1.0 |
2016 |
+8.37 | +6.19 | -2.6 | -0.2 | 5.2 | 0.6 | 0.2 | 0.5 | 2.9 | 0.0 | 0.8 | -1.7 | 0.9 | 1.6 |
2015 |
-0.60 | -1.23 | 0.3 | 2.6 | -0.1 | 1.1 | 0.0 | -1.5 | 0.3 | -3.8 | -1.5 | 3.6 | 0.0 | -1.3 |
2014 |
+3.11 | +2.44 | -1.5 | 3.0 | 0.4 | 0.4 | 1.3 | 1.1 | -1.3 | 1.6 | -3.3 | 2.0 | 0.2 | -0.6 |
2013 |
+13.47 | +11.78 | 2.5 | 0.3 | 1.5 | 2.1 | -1.3 | -1.9 | 3.2 | -1.8 | 4.3 | 2.6 | 0.7 | 0.8 |
2012 |
+12.20 | +10.26 | 4.3 | 1.9 | 0.8 | -0.4 | -4.9 | 2.9 | 0.4 | 1.7 | 1.7 | -0.2 | 1.0 | 2.6 |
2011 |
-0.58 | -3.53 | 0.9 | 1.9 | 0.2 | 3.0 | -0.8 | -1.0 | -0.5 | -3.7 | -5.9 | 6.3 | -0.7 | 0.1 |
2010 |
+12.72 | +11.12 | -1.8 | 1.4 | 4.1 | 1.7 | -5.4 | -1.8 | 5.3 | -2.0 | 5.7 | 2.7 | -1.5 | 4.4 |
2009 |
+19.90 | +16.61 | -7.7 | -7.1 | 5.9 | 8.0 | 5.3 | -0.4 | 6.0 | 3.5 | 3.7 | -2.1 | 3.4 | 1.3 |
2008 |
-20.06 | -20.05 | -2.3 | -0.4 | 0.6 | 2.0 | 0.7 | -5.3 | -0.5 | 0.2 | -5.0 | -12.0 | -3.6 | 4.7 |
2007 |
+6.31 | +2.11 | 1.3 | 0.1 | 1.4 | 2.2 | 1.5 | -1.0 | -1.4 | 0.8 | 2.6 | 2.9 | -2.6 | -1.5 |
2006 |
+16.25 | +13.39 | 4.2 | -0.1 | 1.9 | 1.5 | -2.8 | 0.2 | 0.7 | 2.0 | 0.9 | 3.1 | 2.6 | 1.1 |
2005 |
+9.65 | +6.10 | -0.9 | 2.2 | -1.6 | -0.6 | 1.6 | 1.7 | 2.4 | 1.0 | 1.3 | -2.1 | 2.3 | 2.1 |
2004 |
+16.13 | +12.37 | 2.2 | 2.0 | 1.4 | -4.1 | 0.9 | 2.2 | -1.7 | 1.7 | 1.8 | 2.0 | 4.1 | 2.9 |
2003 |
+28.61 | +26.05 | -1.4 | -0.3 | -0.5 | 5.2 | 5.6 | 1.9 | 1.4 | 2.5 | 1.9 | 4.0 | 1.3 | 4.0 |
2002 |
-0.14 | -2.55 | -0.3 | 1.0 | 2.8 | 1.5 | 1.0 | -1.8 | -4.6 | 1.1 | -3.7 | 0.9 | 2.3 | -0.1 |
2001 |
+0.49 | -1.09 | 2.9 | -2.3 | -2.8 | 3.7 | 0.6 | -0.2 | -0.4 | -0.1 | -5.6 | 2.1 | 1.9 | 1.0 |
2000 |
+4.94 | +1.46 | -2.3 | 1.1 | 2.8 | -1.8 | -0.6 | 3.5 | -0.3 | 2.3 | -1.1 | -1.2 | -1.3 | 4.2 |
1999 |
+11.76 | +8.85 | 0.0 | -2.7 | 2.7 | 5.4 | -1.2 | 3.0 | -0.3 | -0.6 | -0.4 | 0.8 | 1.1 | 3.5 |
1998 |
+6.47 | +4.79 | 1.3 | 4.3 | 2.4 | 0.0 | -1.3 | -0.3 | -1.6 | -7.9 | 2.5 | 3.6 | 2.7 | 1.3 |
1997 |
+8.09 | +6.29 | 0.6 | 0.4 | -1.7 | 0.8 | 4.4 | 2.9 | 2.7 | -3.0 | 3.4 | -2.7 | -0.4 | 0.7 |
1996 |
+9.91 | +6.32 | 1.7 | -0.2 | 0.6 | 1.7 | 0.8 | 0.1 | -2.7 | 1.2 | 2.2 | 1.0 | 3.4 | -0.1 |
1995 |
+17.23 | +14.33 | -0.3 | 1.5 | 2.0 | 2.0 | 2.7 | 0.8 | 2.3 | 0.1 | 1.2 | -1.1 | 2.3 | 2.7 |
1994 |
-2.80 | -5.26 | 3.3 | -2.4 | -4.1 | 0.7 | 0.1 | -1.3 | 2.1 | 2.6 | -2.0 | 0.5 | -3.0 | 0.9 |
1993 |
+22.68 | +19.32 | 3.1 | 1.9 | 3.4 | 0.3 | 0.9 | 1.6 | 1.5 | 3.7 | 0.7 | 2.1 | -2.4 | 3.9 |
1992 |
+7.34 | +4.25 | 0.9 | 0.5 | -1.8 | 0.8 | 2.9 | -1.7 | 2.2 | -0.5 | 0.8 | -0.5 | 1.9 | 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:
- DLS - WisdomTree International SmallCp Div: simulated historical serie, up to December 2006
- IJR - iShares Core S&P Small-Cap: simulated historical serie, up to December 2000
- EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
- 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
- VEA - Vanguard FTSE Developed Markets: simulated historical serie, up to December 2007
- EFV - iShares MSCI EAFE Value: simulated historical serie, up to December 2005
- VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
- VV - Vanguard Large-Cap: simulated historical serie, up to December 2004
- IEI - iShares 3-7 Year Treasury Bond: simulated historical serie, up to December 2007
- SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002
- TIP - iShares TIPS Bond: simulated historical serie, up to December 2003
Portfolio efficiency
Is the FundAdvice Ultimate Buy&Hold Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The FundAdvice Ultimate Buy&Hold 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) |
+6.57%
(+4.05%) |
Poor : 1 / 5
|
Average : 2.6 / 5
|
Standard Deviation over 25 Years |
9.35% |
Good : 3.6 / 5
|
Good : 3.5 / 5
|
Maximum Drawdown over 25 Years |
-34.23% |
Good : 3.3 / 5
|
Average : 2.9 / 5
|
Easy to manage | 12 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 |
+1.31 | +8.84 | -38.53 | 75 | 25 | 0 | ||
Yale Endowment David Swensen |
+0.84 | +8.66 | -39.48 | 70 | 30 | 0 | ||
Late Sixties and Beyond Burton Malkiel |
+0.43 | +8.59 | -41.80 | 71 | 29 | 0 | ||
Talmud Portfolio Roger Gibson |
+1.31 | +8.56 | -40.17 | 66.7 | 33.3 | 0 | ||
Lazy Portfolio David Swensen |
+0.73 | +8.28 | -40.89 | 70 | 30 | 0 |
Last update: Jul 05 2022, 04:00PM Eastern Time.