Last Update: 31 March 2021
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 1.35% compound annual return, with a 16.45% standard deviation.
Asset Allocation and ETFs
The Gold Portfolio has the following asset allocation:
The Gold Portfolio can be replicated with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 100.00 % | GLD | SPDR Gold Trust | Commodity, Gold |
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 Gold Portfolio guaranteed the following returns.
GOLD PORTFOLIO RETURNS (%)
Last Update: 31 March 2021
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | |
|---|---|---|---|---|---|---|---|
| Gold Portfolio | -1.14 | -10.32 | -9.69 | +8.04 | +8.34 | +6.34 | +1.35 |
| Components | |||||||
| GLD - SPDR Gold Trust | -1.14 | -10.32 | -9.69 | +8.04 | +8.34 | +6.34 | +1.35 |
(*) 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
Historical Returns
Gold Portfolio - Historical returns and stats.
GOLD PORTFOLIO
Last Update: 31 March 2021
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| Period | Returns Mar 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-1.14%
|
-1.14%
Mar 2021 - Mar 2021
|
0 - 1 | |
|
3M
|
-10.32%
|
-10.31%
Jan 2021 - Mar 2021
|
0 - 3 | |
|
6M
|
-9.69%
|
-10.31%
Jan 2021 - Mar 2021
|
1 - 5 | |
|
YTD
|
-10.32%
|
-10.31%
Jan 2021 - Mar 2021
|
0 - 3 | |
|
1Y
|
+8.04%
|
17.97%
|
-13.73%
Aug 2020 - Mar 2021
|
5 - 7 |
|
3Y
|
+8.34%
annualized
|
13.77%
|
-13.73%
Aug 2020 - Mar 2021
|
16 - 20 |
|
5Y
|
+6.34%
annualized
|
13.50%
|
-15.02%
Aug 2016 - Dec 2016
|
29 - 31 |
|
10Y
|
+1.35%
annualized
|
16.45%
|
-42.90%
Sep 2011 - Dec 2015
|
54 - 66 |
|
MAX
01 Jan 1972
|
+7.58%
annualized
|
19.98%
|
-61.78%
Oct 1980 - Aug 1999
|
306 - 285 |
* Annualized St.Dev. of monthly returns
Best Very High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|
| Technology |
+19.92% | 100 | 0 | 0 | Compare | |
| US Stocks |
+13.80% | 100 | 0 | 0 | Compare | |
| Warren Buffett |
+12.75% | 90 | 10 | 0 | Compare | |
| Stocks/Bonds 80/20 |
+11.80% | 80 | 20 | 0 | Compare | |
| Second Grader's Starter Paul Farrell |
+10.29% | 90 | 10 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns ( more details)
Gold Portfolio: annualized rolling and average returns
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| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+10.06% |
+179.42% Feb 1979 - Jan 1980 |
-37.71% Apr 1981 - Mar 1982 |
40.86% |
| 2 Years |
+8.26% |
+92.76% Feb 1978 - Jan 1980 |
-30.30% Jul 1980 - Jun 1982 |
40.85% |
| 3 Years |
+7.01% |
+70.26% Feb 1977 - Jan 1980 |
-15.32% Nov 1980 - Oct 1983 |
37.95% |
| 5 Years |
+6.29% |
+36.39% Oct 1975 - Sep 1980 |
-14.70% Mar 1980 - Feb 1985 |
34.59% |
| 7 Years |
+6.03% |
+38.74% Feb 1973 - Jan 1980 |
-6.75% Feb 1980 - Jan 1987 |
37.20% |
| 10 Years |
+5.43% |
+24.75% Jan 1972 - Dec 1981 |
-6.00% Jul 1980 - Jun 1990 |
27.12% |
| 15 Years |
+4.95% |
+15.89% May 1972 - Apr 1987 |
-3.63% Feb 1980 - Jan 1995 |
25.73% |
* Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Gold Portfolio: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
Gold Portfolio Seasonality
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| Months | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average | 1.8 | 1.1 | -0.5 | 0.6 | 0.9 | 0.2 | 0.6 | 0.9 | 1.5 | 0.0 | 0.7 | 1.2 |
| Best |
27.5 1980 |
28.8 1973 |
14.4 1985 |
12.9 1982 |
26.5 1973 |
22.0 1980 |
10.8 2020 |
20.0 1982 |
26.1 1979 |
11.8 1978 |
12.8 2009 |
23.2 1979 |
| Worst |
-14.1 1981 |
-18.2 1983 |
-22.4 1980 |
-8.3 2004 |
-10.0 1982 |
-11.1 1981 |
-9.1 1976 |
-10.5 1973 |
-11.6 1975 |
-16.1 2008 |
-20.3 1978 |
-10.7 2011 |
| Gain Frequency |
54 | 52 | 40 | 49 | 49 | 51 | 55 | 59 | 57 | 47 | 55 | 53 |
Detail of Monthly Returns
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| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
-10.32% | -3.2 | -6.3 | -1.1 | |||||||||
| 2020 |
+24.81% | 4.5 | -0.6 | -0.2 | 7.3 | 2.6 | 2.7 | 10.8 | -0.3 | -4.2 | -0.5 | -5.4 | 7.0 |
| 2019 |
+17.86% | 2.9 | -0.6 | -1.6 | -0.7 | 1.8 | 8.0 | 0.0 | 7.9 | -3.4 | 2.6 | -3.2 | 3.7 |
| 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