Data Source: from January 1986 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.95%
1 Day
Jul 05 2022, 03:00PM Eastern Time
1.15%
Current Month
July 2022
The Roger Gibson Five Asset Portfolio is a Very High Risk portfolio and can be implemented with 6 ETFs.
It's exposed for 60% on the Stock Market and for 20% on Commodities.
In the last 30 Years, the Roger Gibson Five Asset Portfolio obtained a 7.69% compound annual return, with a 10.94% standard deviation.
Asset Allocation and ETFs
The Roger Gibson Five Asset Portfolio has the following asset allocation:
The Roger Gibson Five Asset Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 20.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 20.00 % | VEU | Vanguard FTSE All-World ex-US | Equity, Global ex-US, Large Cap | |
| 20.00 % | VNQ | Vanguard Real Estate | Real Estate, U.S. | |
| 14.00 % | BND | Vanguard Total Bond Market | Bond, U.S., All-Term | |
| 6.00 % | BNDX | Vanguard Total International Bond | Bond, Developed Markets, All-Term | |
| 20.00 % | DBC | Invesco DB Commodity Tracking | Commodity, Broad Diversified |
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 Roger Gibson Five Asset Portfolio guaranteed the following returns.
According to the available data source, let's assume we built the portfolio on January 1986.
Portfolio returns are calculated in USD, assuming:
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
ROGER GIBSON FIVE ASSET PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
| Roger Gibson Five Asset Portfolio | -1.95 | -1.15 | -6.57 | -8.25 | -2.13 | 7.44 | 6.24 | 7.69 | |
| US Inflation Adjusted return | -6.57 | -11.82 | -9.02 | 3.70 | 3.69 | 5.09 | |||
| Components | |||||||||
|
VTI Vanguard Total Stock Market |
-0.20 |
02:59PM Jul 05 2022 |
0.85 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
|
VEU Vanguard FTSE All-World ex-US |
-2.22 |
03:00PM Jul 05 2022 |
-2.24 | -7.68 | -17.38 | -18.51 | 2.89 | 5.19 | 5.29 |
|
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 |
|
BND Vanguard Total Bond Market |
0.23 |
02:59PM Jul 05 2022 |
1.03 | -1.66 | -10.35 | -10.42 | 0.84 | 1.40 | 4.63 |
|
BNDX Vanguard Total International Bond |
-0.13 |
02:59PM Jul 05 2022 |
0.50 | -1.72 | -9.84 | -10.00 | 0.81 | 2.34 | 5.36 |
|
DBC Invesco DB Commodity Tracking |
-6.62 |
02:59PM Jul 05 2022 |
-6.16 | -7.50 | 28.20 | 38.39 | 13.67 | 0.63 | 4.10 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
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%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Roger Gibson Five Asset Portfolio granted a 2.16% dividend yield. If you are interested in getting periodic income, please refer to the Roger Gibson Five Asset Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Jun 30, 2022
Historical returns and stats of Roger Gibson Five Asset Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
ROGER GIBSON FIVE ASSET PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1986 to June 2022
Swipe left to see all data
| Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Jun 2022
|
-6.57
|
-6.57
|
-6.57
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-8.71
|
-9.89
|
-8.71
Apr 2022 - Jun 2022
|
1 - 2
|
|
|
6M
|
-8.25
|
-11.82
|
-8.71
Apr 2022 - Jun 2022
|
2 - 4
|
|
|
YTD
|
-8.25
|
-11.82
|
-8.71
Apr 2022 - Jun 2022
|
2 - 4
|
|
|
1Y
|
-2.13
|
-9.02
|
11.59
|
-8.71
Apr 2022 - Jun 2022
|
6 - 6
50% pos
|
|
3Y(*)
|
8.03
|
3.37
|
13.66
|
-19.30
Jan 2020 - Mar 2020
|
24 - 12
67% pos
|
|
5Y(*)
|
7.44
|
3.70
|
12.05
|
-19.30
Jan 2020 - Mar 2020
|
43 - 17
72% pos
|
|
10Y(*)
|
6.24
|
3.69
|
9.88
|
-19.30
Jan 2020 - Mar 2020
|
79 - 41
66% pos
|
|
15Y(*)
|
4.91
|
2.55
|
13.18
|
-44.75
Jun 2008 - Feb 2009
|
115 - 65
64% pos
|
|
20Y(*)
|
7.34
|
4.77
|
12.07
|
-44.75
Jun 2008 - Feb 2009
|
160 - 80
67% pos
|
|
25Y(*)
|
6.90
|
4.37
|
11.61
|
-44.75
Jun 2008 - Feb 2009
|
193 - 107
64% pos
|
|
30Y(*)
|
7.69
|
5.09
|
10.94
|
-44.75
Jun 2008 - Feb 2009
|
239 - 121
66% pos
|
|
MAX(*)
01 Jan 1986
|
8.67
|
5.79
|
10.58
|
-44.75
Jun 2008 - Feb 2009
|
296 - 142
68% pos
|
(*) Returns over 1 year are annualized
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
An investment of 1000$, since July 1992,
now would be worth 9228.88$, with a total return of 822.89% (7.69% annualized).
The Inflation Adjusted Capital now would be 4435.95$, with a net total return of 343.60% (5.09% annualized).
The Inflation Adjusted Capital now would be 4435.95$, with a net total return of 343.60% (5.09% annualized).
An investment of 1000$, since January 1986,
now would be worth 20792.94$, with a total return of 1979.29% (8.67% annualized).
The Inflation Adjusted Capital now would be 7811.42$, with a net total return of 681.14% (5.79% annualized).
The Inflation Adjusted Capital now would be 7811.42$, with a net total return of 681.14% (5.79% annualized).
Drawdowns
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -44.75% | Jun 2008 | Feb 2009 | 9 | Feb 2011 | 24 | 33 |
| -19.30% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
| -15.14% | May 2011 | Sep 2011 | 5 | Aug 2012 | 11 | 16 |
| -13.25% | Apr 1998 | Aug 1998 | 5 | Apr 1999 | 8 | 13 |
| -13.03% | Sep 2014 | Feb 2016 | 18 | Jan 2017 | 11 | 29 |
| -11.36% | Feb 2001 | Oct 2001 | 9 | May 2003 | 19 | 28 |
| -10.00% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
| -8.71% | Apr 2022 | Jun 2022 | 3 | in progress | 3 | |
| -6.61% | Feb 1994 | Nov 1994 | 10 | May 1995 | 6 | 16 |
| -5.79% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
| -5.25% | Nov 2007 | Jan 2008 | 3 | Apr 2008 | 3 | 6 |
| -4.90% | Oct 1993 | Nov 1993 | 2 | Jan 1994 | 2 | 4 |
| -4.34% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
| -4.04% | Feb 2018 | Feb 2018 | 1 | Jul 2018 | 5 | 6 |
| -3.75% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 |
| -3.59% | Oct 2005 | Oct 2005 | 1 | Dec 2005 | 2 | 3 |
| -3.55% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
| -3.37% | Oct 1997 | Nov 1997 | 2 | Mar 1998 | 4 | 6 |
| -3.32% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -2.94% | Sep 2000 | Oct 2000 | 2 | Jan 2001 | 3 | 5 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -44.75% | Jun 2008 | Feb 2009 | 9 | Feb 2011 | 24 | 33 |
| -19.30% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
| -15.14% | May 2011 | Sep 2011 | 5 | Aug 2012 | 11 | 16 |
| -13.25% | Apr 1998 | Aug 1998 | 5 | Apr 1999 | 8 | 13 |
| -13.03% | Sep 2014 | Feb 2016 | 18 | Jan 2017 | 11 | 29 |
| -11.38% | Sep 1987 | Nov 1987 | 3 | Jun 1988 | 7 | 10 |
| -11.36% | Feb 2001 | Oct 2001 | 9 | May 2003 | 19 | 28 |
| -10.00% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
| -8.71% | Apr 2022 | Jun 2022 | 3 | in progress | 3 | |
| -7.29% | Jan 1990 | Apr 1990 | 4 | Jan 1991 | 9 | 13 |
| -6.61% | Feb 1994 | Nov 1994 | 10 | May 1995 | 6 | 16 |
| -5.79% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
| -5.25% | Nov 2007 | Jan 2008 | 3 | Apr 2008 | 3 | 6 |
| -4.90% | Oct 1993 | Nov 1993 | 2 | Jan 1994 | 2 | 4 |
| -4.34% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
| -4.04% | Feb 2018 | Feb 2018 | 1 | Jul 2018 | 5 | 6 |
| -3.75% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 |
| -3.59% | Oct 2005 | Oct 2005 | 1 | Dec 2005 | 2 | 3 |
| -3.55% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
| -3.37% | Oct 1997 | Nov 1997 | 2 | Mar 1998 | 4 | 6 |
Rolling Returns ( more details)
Roger Gibson Five Asset Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
9.39 |
47.13 Mar 2009 - Feb 2010 |
-40.59 Mar 2008 - Feb 2009 |
16.63% |
| 2 Years |
8.64 |
34.54 Mar 2009 - Feb 2011 |
-20.89 Mar 2007 - Feb 2009 |
11.33% |
| 3 Years |
8.34 |
22.84 Mar 2009 - Feb 2012 |
-10.40 Mar 2006 - Feb 2009 |
7.20% |
| 5 Years |
8.13 |
17.70 Nov 2002 - Oct 2007 |
-1.76 Mar 2004 - Feb 2009 |
0.53% |
| 7 Years |
8.00 |
13.31 Feb 1986 - Jan 1993 |
1.70 Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
8.10 |
12.16 Feb 1986 - Jan 1996 |
3.26 Dec 2006 - Nov 2016 |
0.00% |
| 15 Years |
8.06 |
11.81 Feb 1986 - Jan 2001 |
4.23 Apr 2005 - Mar 2020 |
0.00% |
| 20 Years |
8.18 |
11.48 Feb 1986 - Jan 2006 |
5.41 Apr 2000 - Mar 2020 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Roger Gibson Five Asset Portfolio: Rolling Returns page.
Seasonality
Roger Gibson Five Asset Portfolio: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.54 62% |
0.60 65% |
1.19 73% |
1.71 81% |
0.55 65% |
0.32 62% |
1.09 69% |
0.38 67% |
0.27 64% |
-0.03 56% |
0.46 58% |
1.85 89% |
| Best Year |
7.5 1987 |
4.5 1991 |
6.1 2016 |
9.8 2009 |
8.1 2009 |
4.2 1986 |
6.7 2010 |
5.7 1986 |
6.3 2010 |
8.7 2011 |
8.9 2020 |
5.6 2010 |
| Worst Year |
-8.8 2009 |
-8.9 2009 |
-13.2 2020 |
-5.8 2004 |
-6.6 2010 |
-6.6 2022 |
-3.6 2002 |
-8.8 1998 |
-9.0 2011 |
-20.1 2008 |
-8.8 2008 |
-5.0 2018 |
Statistics calculated for the period Jan 1986 - Jun 2022
Monthly/Yearly Returns
Roger Gibson Five Asset Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
296 Positive Months (68%) - 142 Negative Months (32%)
Jan 1986 - Jun 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-8.25 | -11.82 | -2.2 | -0.5 | 3.3 | -3.0 | 0.7 | -6.6 | ||||||
| 2021 |
+22.77 | +14.63 | 0.5 | 3.5 | 1.8 | 4.9 | 1.7 | 1.9 | 1.5 | 0.9 | -1.8 | 4.7 | -3.5 | 5.0 |
| 2020 |
+5.29 | +3.96 | -1.8 | -5.3 | -13.2 | 5.6 | 3.8 | 2.7 | 3.9 | 3.1 | -2.2 | -2.0 | 8.9 | 3.7 |
| 2019 |
+20.35 | +17.69 | 7.2 | 1.8 | 1.6 | 1.6 | -3.3 | 4.0 | 0.2 | -0.5 | 1.5 | 1.7 | 0.7 | 2.6 |
| 2018 |
-7.26 | -9.00 | 1.7 | -4.0 | 0.8 | 0.9 | 1.5 | 0.1 | 0.8 | 1.0 | 0.2 | -5.0 | -0.3 | -5.0 |
| 2017 |
+12.32 | +9.98 | 1.0 | 1.8 | -0.5 | 0.3 | 0.6 | 0.5 | 2.2 | 0.4 | 1.2 | 1.4 | 1.5 | 1.3 |
| 2016 |
+9.61 | +7.41 | -3.6 | -0.4 | 6.1 | 2.0 | 0.9 | 2.6 | 1.1 | -0.5 | 0.8 | -2.2 | 0.1 | 2.7 |
| 2015 |
-5.77 | -6.37 | 0.1 | 2.1 | -1.2 | 1.1 | -0.7 | -1.8 | -0.9 | -4.3 | -1.3 | 4.2 | -1.4 | -1.6 |
| 2014 |
+3.39 | +2.72 | -1.2 | 4.2 | 0.3 | 1.4 | 1.2 | 1.5 | -1.6 | 1.7 | -4.1 | 2.3 | -0.3 | -1.7 |
| 2013 |
+8.12 | +6.51 | 2.7 | -0.6 | 1.7 | 2.0 | -2.1 | -2.3 | 3.0 | -2.2 | 2.6 | 2.7 | -0.5 | 1.0 |
| 2012 |
+12.31 | +10.37 | 4.6 | 2.8 | 1.0 | 0.0 | -6.6 | 3.7 | 2.1 | 2.2 | 0.8 | -1.2 | 0.9 | 1.8 |
| 2011 |
+0.22 | -2.76 | 2.0 | 3.2 | 0.2 | 4.0 | -1.5 | -2.2 | 0.7 | -3.8 | -9.0 | 8.7 | -1.4 | 0.5 |
| 2010 |
+15.28 | +13.65 | -4.2 | 2.9 | 4.6 | 2.6 | -6.6 | -2.6 | 6.7 | -2.0 | 6.3 | 3.4 | -1.4 | 5.6 |
| 2009 |
+23.98 | +20.58 | -8.8 | -8.9 | 5.4 | 9.8 | 8.1 | -1.3 | 6.5 | 3.5 | 3.6 | -0.9 | 4.6 | 2.1 |
| 2008 |
-29.02 | -29.00 | -2.0 | 1.3 | 0.8 | 4.5 | 2.0 | -2.7 | -2.8 | -1.7 | -6.6 | -20.1 | -8.8 | 5.1 |
| 2007 |
+8.47 | +4.19 | 1.8 | 0.4 | 0.5 | 1.8 | 1.1 | -1.9 | -1.9 | 1.1 | 4.9 | 4.0 | -3.4 | 0.1 |
| 2006 |
+15.69 | +12.84 | 3.8 | -1.0 | 1.8 | 1.7 | -2.0 | 0.6 | 2.1 | 1.6 | -0.2 | 3.8 | 3.7 | -1.0 |
| 2005 |
+11.50 | +7.90 | -2.3 | 3.2 | -0.6 | -0.4 | 1.5 | 1.8 | 3.3 | 1.7 | 2.1 | -3.6 | 2.3 | 2.1 |
| 2004 |
+17.11 | +13.32 | 2.4 | 3.1 | 2.1 | -5.8 | 2.4 | 0.6 | -0.5 | 2.2 | 2.3 | 2.9 | 2.8 | 1.9 |
| 2003 |
+28.11 | +25.55 | -0.2 | 1.4 | -2.1 | 4.3 | 5.9 | 0.6 | 0.8 | 2.3 | 2.2 | 3.7 | 1.8 | 4.7 |
| 2002 |
+3.88 | +1.36 | -1.6 | 1.2 | 5.6 | -0.1 | -0.6 | -0.7 | -3.6 | 2.2 | -2.4 | 0.1 | 2.7 | 1.3 |
| 2001 |
-8.31 | -9.76 | 0.4 | -3.9 | -3.1 | 4.4 | -0.4 | -1.1 | -0.7 | -0.4 | -6.2 | -0.2 | 2.2 | 0.8 |
| 2000 |
+12.13 | +8.41 | -0.6 | 2.3 | 2.5 | -1.0 | 1.5 | 4.1 | -1.0 | 4.3 | -1.3 | -1.7 | 0.6 | 2.1 |
| 1999 |
+18.03 | +14.95 | 0.5 | -2.8 | 5.1 | 4.7 | -2.4 | 2.7 | -0.1 | 1.2 | 0.4 | 0.3 | 2.2 | 5.0 |
| 1998 |
-0.41 | -1.99 | 0.3 | 1.4 | 2.1 | -0.6 | -1.8 | 0.2 | -2.8 | -8.8 | 4.4 | 2.9 | 0.9 | 2.0 |
| 1997 |
+8.02 | +6.22 | 0.1 | -1.1 | -0.8 | 0.9 | 3.8 | 2.3 | 3.6 | -2.5 | 5.1 | -2.4 | -1.0 | 0.0 |
| 1996 |
+19.46 | +15.56 | 0.8 | 1.2 | 1.9 | 2.4 | 0.5 | 1.3 | -2.5 | 2.1 | 2.9 | 0.9 | 5.0 | 1.7 |
| 1995 |
+18.27 | +15.35 | -1.1 | 0.7 | 2.1 | 2.1 | 1.8 | 0.4 | 2.7 | 0.4 | 1.7 | -0.9 | 2.6 | 4.4 |
| 1994 |
+0.49 | -2.05 | 4.9 | -1.3 | -3.2 | 1.2 | 0.3 | -0.2 | 1.4 | 0.0 | -2.0 | 0.3 | -3.2 | 2.6 |
| 1993 |
+11.92 | +8.86 | 2.0 | 2.5 | 4.8 | 0.5 | 0.6 | -0.1 | 1.3 | 2.9 | 0.4 | -0.3 | -4.6 | 1.6 |
| 1992 |
+4.38 | +1.37 | 0.7 | -1.0 | -2.1 | 0.8 | 3.2 | -1.3 | 1.2 | 1.0 | 0.6 | -1.5 | 1.2 | 1.4 |
| 1991 |
+17.71 | +14.30 | 1.9 | 4.5 | 2.2 | 1.6 | 1.1 | -3.3 | 3.4 | 0.6 | 2.0 | 1.2 | -2.6 | 4.1 |
| 1990 |
-1.78 | -7.57 | -3.4 | -1.1 | -1.1 | -1.9 | 4.2 | 0.2 | 1.9 | -1.9 | 1.3 | 0.1 | -0.4 | 0.5 |
| 1989 |
+20.20 | +14.87 | 2.5 | 0.4 | 1.5 | 2.8 | 0.3 | 1.2 | 4.3 | 0.3 | 2.0 | -1.5 | 1.7 | 3.1 |
| 1988 |
+18.43 | +13.43 | 3.9 | 3.2 | 1.8 | 1.3 | -0.3 | 0.9 | 0.5 | -2.0 | 1.3 | 2.7 | 1.7 | 2.2 |
| 1987 |
+11.07 | +6.45 | 7.5 | 1.1 | 4.3 | 2.2 | 0.9 | 1.6 | 1.7 | 1.7 | -1.1 | -9.7 | -0.7 | 2.0 |
| 1986 |
+22.93 | +21.49 | -0.2 | 4.1 | 6.0 | 2.5 | -1.2 | 4.2 | 0.6 | 5.7 | -2.9 | 0.0 | 2.1 | 0.4 |
Portofolio Returns, up to December 2013, 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:
- VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
- VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007
- VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
- BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
- BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013
- DBC - Invesco DB Commodity Tracking: simulated historical serie, up to December 2006
Portfolio efficiency
Is the Roger Gibson Five Asset Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Roger Gibson Five Asset Portfolio is classified as Very High Risk.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
At least 75%
| Very High Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+6.90%
(+4.37%) |
Poor : 1 / 5
|
Average : 2.8 / 5
|
| Standard Deviation over 25 Years |
11.61% |
Excellent : 5 / 5
|
Average : 3 / 5
|
| Maximum Drawdown over 25 Years |
-44.75% |
Excellent : 5 / 5
|
Average : 2.1 / 5
|
| Easy to manage | 6 ETFs |
Average : 2.5 / 5
|
Average : 2.5 / 5
|
| Rating assigned considering all the Very High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Very High Risk
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+1.92 | +13.42 | -81.08 | 100 | 0 | 0 | ||
|
US Stocks |
+0.85 | +9.81 | -50.84 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
+0.84 | +9.38 | -45.52 | 90 | 10 | 0 | ||
|
Aggressive Global Income |
-0.51 | +9.37 | -52.63 | 80 | 20 | 0 | ||
|
Stocks/Bonds 80/20 |
+0.89 | +9.06 | -41.09 | 80 | 20 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
Last update: Jul 05 2022, 03:00PM Eastern Time.