The Gold Portfolio is exposed for 0% on the Stock Market and for 100% on Commodities.

It's a Very High Risk portfolio and it can be replicated with 1 ETF.

In the last 10 years, the portfolio obtained a 3.34% compound annual return, with a 16.67% standard deviation (Last Update: October 2019).

Asset Allocation and ETFs

The Gold Portfolio has the following asset allocation:

0% Stocks
0% Fixed Income
100% Commodities

The Gold Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
100.00 % GLD SPDR Gold Trust Commodity, Gold

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

Gold Portfolio - Historical returns and stats:

Swipe left to see all data
Range Returns
Oct 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.56%
0.00%
1 - 0
YTD
+17.47%
-3.39%
Sep 2019 - Sep 2019
6 - 4
1Y
+23.69%
11.96%
-3.39%
Sep 2019 - Sep 2019
8 - 4
3Y
+5.31%
annualized
11.27%
-11.66%
Feb 2018 - Sep 2018
18 - 18
5Y
+4.80%
annualized
13.60%
-17.81%
Feb 2015 - Dec 2015
29 - 31
10Y
+3.34%
annualized
16.67%
-42.90%
Sep 2011 - Dec 2015
59 - 61
MAX
Dec 1971
+7.55%
annualized
20.09%
-61.78%
Oct 1980 - Aug 1999
299 - 275

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
US Stocks
+13.64% 1 100 0 0
Warren Buffett
+12.48% 2 90 10 0
Second Grader's Starter
Paul Farrell
+10.24% 3 90 10 0
Ultimate Buy and Hold Strategy
Paul Merriman
+10.18% 10 100 0 0
Core Four
Rick Ferri
+9.81% 4 80 20 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Gold Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.69% +179.42%
Feb 1979 - Jan 1980
-37.71%
Apr 1981 - Mar 1982
42.10%
2 Years
+8.02% +92.76%
Feb 1978 - Jan 1980
-30.30%
Jul 1980 - Jun 1982
42.11%
3 Years
+6.89% +70.26%
Feb 1977 - Jan 1980
-15.32%
Nov 1980 - Oct 1983
39.15%
5 Years
+6.23% +36.39%
Oct 1975 - Sep 1980
-14.70%
Mar 1980 - Feb 1985
35.73%
7 Years
+6.15% +38.74%
Feb 1973 - Jan 1980
-6.75%
Feb 1980 - Jan 1987
37.47%
10 Years
+5.52% +24.75%
Jan 1972 - Dec 1981
-6.00%
Jul 1980 - Jun 1990
28.13%
15 Years
+4.78% +15.89%
May 1972 - Apr 1987
-3.63%
Feb 1980 - Jan 1995
26.84%

* 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
2019
+17.47% 2.9 -0.6 -1.6 -0.7 1.8 8.0 0.0 7.9 -3.4 2.6
2018
-1.94% 3.2 -2.1 0.6 -1.0 -1.2 -3.6 -2.2 -2.1 -0.7 2.1 0.3 4.9
2017
+12.81% 5.4 3.2 -0.4 1.7 -0.1 -2.2 2.3 4.2 -3.4 -0.8 0.4 2.1
2016
+8.03% 5.4 10.9 -0.8 5.1 -6.1 9.0 2.0 -3.3 0.7 -2.9 -8.4 -1.9
2015
-10.67% 8.7 -5.9 -2.2 -0.2 0.6 -1.5 -6.6 3.7 -1.8 2.3 -6.8 -0.5
2014
-2.19% 3.4 6.3 -3.1 0.5 -3.1 6.3 -3.6 0.4 -6.2 -3.1 -0.5 1.3
2013
-28.33% -0.5 -5.1 1.0 -7.6 -6.2 -11.1 7.4 5.2 -4.8 -0.3 -5.5 -3.8
2012
+6.60% 11.4 -3.0 -1.3 -0.2 -6.3 2.4 0.8 4.9 4.7 -2.9 -0.5 -2.4
2011
+9.57% -6.4 6.0 1.6 8.9 -1.8 -2.4 8.4 12.3 -11.1 5.9 1.7 -10.7
2010
+29.27% -1.3 3.3 -0.4 5.9 3.1 2.4 -5.1 5.7 4.8 3.7 2.1 2.4
2009
+24.03% 5.5 1.5 -2.5 -3.3 10.2 -5.2 2.4 0.1 5.8 3.7 12.8 -7.2
2008
+4.92% 10.8 5.2 -6.0 -4.2 0.9 4.5 -1.4 -9.3 4.1 -16.1 12.6 7.7
2007
+30.45% 2.6 2.6 -1.1 2.1 -2.3 -1.9 2.4 1.1 10.5 7.0 -1.7 6.7
2006
+22.55% 9.9 -1.1 3.6 12.0 -1.3 -4.7 3.2 -1.4 -4.5 1.3 6.9 -1.8
2005
+17.76% -3.6 3.1 -1.6 1.2 -3.9 4.3 -1.4 1.4 7.6 -0.6 5.8 5.1
2004
+4.65% -4.0 -1.0 7.0 -8.3 1.2 0.7 -1.1 4.1 2.1 2.4 6.5 -3.9
2003
+19.89% 5.9 -5.5 -3.6 0.6 7.3 -4.3 2.5 5.9 3.3 -0.5 3.1 4.5
2002
+25.57% 2.1 5.2 1.5 2.3 6.0 -2.5 -4.4 2.7 3.5 -2.1 0.7 8.8
2001
+0.75% -3.6 0.8 -3.4 2.1 1.7 1.2 -1.7 2.7 7.4 -4.9 -1.2 0.4
2000
-5.44% -2.4 3.7 -5.8 -0.6 -1.0 5.8 -4.0 0.1 -1.2 -3.3 1.7 2.0
1999
+0.85% -0.8 0.6 -2.7 2.6 -6.3 -2.8 -2.1 -0.3 17.4 0.0 -2.6 -0.4
1998
-0.83% 5.1 -2.4 1.2 3.2 -5.5 0.9 -2.5 -5.4 7.5 -0.5 0.8 -2.3
1997
-21.41% -6.4 3.8 -2.9 -2.3 1.6 -3.2 -2.5 -0.3 2.1 -6.2 -4.7 -2.2
1996
-4.59% 4.8 -1.2 -1.1 -1.3 -0.2 -2.2 0.9 0.3 -1.9 0.1 -2.2 -0.6
1995
+0.98% -2.2 0.4 4.1 -0.6 -1.4 0.7 -1.0 -0.3 0.4 -0.4 1.4 -0.2
1994
-2.17% -3.5 1.0 2.0 -3.3 3.0 0.2 -1.1 0.5 2.4 -2.8 -0.2 0.0
1993
+17.68% -0.7 -0.9 3.1 4.9 6.5 0.3 6.2 -7.5 -4.3 4.0 0.4 5.6
1992
-5.73% 0.3 -0.3 -3.2 -1.6 0.3 1.8 4.2 -5.0 2.7 -2.8 -1.5 -0.4
1991
-8.56% -5.2 -0.9 -1.9 0.6 0.7 2.2 -1.5 -4.3 2.2 0.7 2.5 -3.6
1990
-3.11% 4.1 -1.8 -9.6 -0.2 -1.3 -3.0 5.7 4.2 5.3 -7.1 1.4 0.4
1989
-2.84% -4.0 -1.8 -1.0 -1.5 -4.2 3.1 -1.3 -2.3 1.9 2.4 8.8 -2.3
1988
-15.26% -5.4 -7.0 7.2 -1.7 1.5 -4.2 0.1 -2.1 -7.3 4.0 2.5 -2.9
1987
+24.53% 3.0 1.3 3.7 7.7 -0.5 -0.8 3.4 -2.0 1.4 2.0 5.1 -1.7
1986
+18.96% 7.3 -3.5 1.7 0.5 -0.7 1.0 3.1 7.6 10.0 -5.3 -2.9 -0.2
1985
+6.00% -0.5 -6.2 14.4 -2.4 -2.3 1.2 3.1 1.8 -2.3 -0.2 0.1 0.5
1984
-19.38% -2.3 5.5 -1.5 -3.3 2.3 -2.9 -8.2 1.7 -1.3 -3.0 -1.4 -6.3
1983
-16.31% 9.3 -18.2 1.5 3.5 1.9 -4.9 1.4 -1.8 -2.2 -5.7 6.0 -5.6
1982
+14.94% -2.6 -6.3 -11.8 12.9 -10.0 -2.4 8.0 20.0 -3.5 6.6 3.0 4.8
1981
-32.60% -14.1 -3.5 5.1 -6.0 -0.7 -11.1 -4.7 4.7 0.9 -0.4 -2.9 -4.1
1980
+15.19% 27.5 -2.5 -22.4 4.8 3.4 22.0 -6.0 2.8 5.6 -5.7 -1.5 -4.8
1979
+126.55% 3.4 7.5 -4.5 2.2 11.9 1.1 6.8 6.3 26.1 -3.8 8.8 23.2
1978
+37.01% 6.6 3.7 -0.4 -5.9 7.8 -0.6 9.4 4.2 4.0 11.8 -20.3 16.9
1977
+22.64% -1.6 7.9 4.3 -1.1 -2.9 0.0 0.8 1.3 5.5 4.8 -0.9 3.1
1976
-4.10% -8.6 3.2 -2.0 -0.9 -2.3 -1.4 -9.1 -7.6 11.5 6.2 5.8 3.3
1975
-24.80% -5.7 3.4 -2.5 -5.8 0.0 -0.5 0.3 -4.1 -11.6 1.2 -3.3 1.5
1974
+66.15% 18.0 22.6 6.5 -2.2 -7.4 -8.0 8.2 0.0 -3.0 10.4 10.2 1.4
1973
+72.96% 1.7 28.8 5.9 0.8 26.5 7.4 -6.2 -10.5 -3.4 -2.0 3.1 11.1
1972
+49.02% 8.3 2.2 0.4 2.5 19.9 8.8 5.7 -2.1 -4.0 0.3 -1.2 2.0

* Note:
Portofolio Returns, up to December 2004, 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:

GLD - SPDR Gold Trust: simulated historical serie, up to December 2004

Share this page