Last Update: 31 December 2020

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 2.55% compound annual return, with a 16.51% standard deviation.

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
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 December 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Gold Portfolio +7.01 +0.70 +6.57 +24.81 +12.99 +11.94 +2.55
Components
GLD - SPDR Gold Trust +7.01 +0.70 +6.57 +24.81 +12.99 +11.94 +2.55
(*) 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 December 2020
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Period Returns
Dec 2020		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
+7.01%
0.00%
1 - 0
3M
+0.70%
-5.90%
Oct 2020 - Nov 2020
1 - 2
6M
+6.57%
-10.11%
Aug 2020 - Nov 2020
2 - 4
YTD
+24.81%
15.93%
-10.11%
Aug 2020 - Nov 2020
6 - 6
1Y
+24.81%
15.93%
-10.11%
Aug 2020 - Nov 2020
6 - 6
3Y
+12.99%
annualized
13.04%
-11.66%
Feb 2018 - Sep 2018
18 - 18
5Y
+11.94%
annualized
13.91%
-15.02%
Aug 2016 - Dec 2016
31 - 29
10Y
+2.55%
annualized
16.51%
-42.90%
Sep 2011 - Dec 2015
56 - 64
MAX
01 Jan 1972
+7.86%
annualized
20.00%
-61.78%
Oct 1980 - Aug 1999
306 - 282

* Annualized St.Dev. of monthly returns

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

Portfolio 10Y Return ▾ Stocks Bonds Comm.
Technology
 +20.35% 100 0 0 Compare
US Stocks
 +13.77% 100 0 0 Compare
Warren Buffett
 +12.76% 90 10 0 Compare
Stocks/Bonds 80/20
 +11.86% 80 20 0 Compare
Second Grader's Starter
Paul Farrell		 +10.28% 90 10 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

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 		41.07%
2 Years
 +8.23% +92.76%
Feb 1978 - Jan 1980 		-30.30%
Jul 1980 - Jun 1982 		41.06%
3 Years
 +7.00% +70.26%
Feb 1977 - Jan 1980 		-15.32%
Nov 1980 - Oct 1983 		38.16%
5 Years
 +6.28% +36.39%
Oct 1975 - Sep 1980 		-14.70%
Mar 1980 - Feb 1985 		34.78%
7 Years
 +6.04% +38.74%
Feb 1973 - Jan 1980 		-6.75%
Feb 1980 - Jan 1987 		37.43%
10 Years
 +5.45% +24.75%
Jan 1972 - Dec 1981 		-6.00%
Jul 1980 - Jun 1990 		27.29%
15 Years
 +4.93% +15.89%
May 1972 - Apr 1987 		-3.63%
Feb 1980 - Jan 1995 		25.92%

* 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 1.9 1.3 -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		 55 53 41 49 49 51 55 59 57 47 55 53

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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

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