Data Source: from January 1972 to September 2021

Last Update: 30 September 2021

The Gyroscopic Investing Desert Portfolio is exposed for 30% on the Stock Market and for 10% on Commodities.

It's a Medium Risk portfolio and it can be replicated with 3 ETFs.

In the last 10 years, the portfolio obtained a 6.37% compound annual return, with a 4.49% standard deviation.

In the last 25 years, a 6.94% compound annual return, with a 5.12% standard deviation.

In 2020, the portfolio granted a 1.23% dividend yield. If you are interested in getting periodic income, please refer to the Gyroscopic Investing Desert Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Gyroscopic Investing Desert Portfolio has the following asset allocation:

30% Stocks
60% Fixed Income
10% Commodities

The Gyroscopic Investing Desert Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
30.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
60.00 % IEI iShares 3-7 Year Treasury Bond Bond, U.S., Intermediate-Term
10.00 % 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 Gyroscopic Investing Desert Portfolio guaranteed the following returns.

GYROSCOPIC INVESTING DESERT PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Gyroscopic Investing Desert Portfolio -2.29 -0.14 +3.18 +7.17 +9.04 +6.96 +6.37 +6.73 +6.94
Components
VTI
Vanguard Total Stock Market
-4.46 -0.03 +8.10 +32.16 +16.05 +16.88 +16.60 +10.07 +9.79
IEI
iShares 3-7 Year Treasury Bond
-0.82 -0.10 +0.57 -1.82 +4.52 +2.09 +2.02 +3.87 +4.74
GLD
SPDR Gold Trust
-3.22 -0.85 +2.66 -7.28 +13.35 +5.50 +0.38 +8.97 +6.02
(*) 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

If you are interested in getting periodic income, please refer to the Gyroscopic Investing Desert Portfolio: Dividend Yield page.

Historical Returns

Gyroscopic Investing Desert Portfolio - Historical returns and stats.

GYROSCOPIC INVESTING DESERT PORTFOLIO
Last Update: 30 September 2021
Swipe left to see all data
Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.29%
-2.29%
Sep 2021 - Sep 2021
0 - 1
3M
-0.14%
-2.29%
Sep 2021 - Sep 2021
2 - 1
6M
+3.18%
-2.29%
Sep 2021 - Sep 2021
5 - 1
YTD
+2.77%
-2.29%
Sep 2021 - Sep 2021
6 - 3
1Y
+7.17%
4.96%
-2.29%
Sep 2021 - Sep 2021
8 - 4
3Y
+9.04%
annualized
5.60%
-3.56%
Feb 2020 - Mar 2020
25 - 11
5Y
+6.96%
annualized
4.75%
-3.56%
Feb 2020 - Mar 2020
40 - 20
10Y
+6.37%
annualized
4.49%
-3.56%
Feb 2020 - Mar 2020
81 - 39
20Y
+6.73%
annualized
4.78%
-10.14%
Mar 2008 - Feb 2009
165 - 75
25Y
+6.94%
annualized
5.12%
-10.14%
Mar 2008 - Feb 2009
202 - 98
MAX
01 Jan 1972
+8.68%
annualized
6.33%
-10.61%
Mar 1974 - Sep 1974
401 - 196
* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with Medium Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Couch Potato
Scott Burns
+8.32% -27.03% 50 50 0 Compare
All Weather Portfolio
Ray Dalio
+7.92% -12.19% 30 55 15 Compare
Robo Advisor 50
Betterment
+7.70% -30.72% 49.9 50.1 0 Compare
Stocks/Bonds 40/60
+7.27% -19.17% 40 60 0 Compare
Dynamic 40/60 Income
+7.22% -29.85% 40 60 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Gyroscopic Investing Desert Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.89% +39.49%
Jul 1982 - Jun 1983
-10.15%
Mar 2008 - Feb 2009
5.97%
2 Years
+8.76% +24.26%
Jul 1984 - Jun 1986
-0.16%
Mar 2007 - Feb 2009
0.17%
3 Years
+8.75% +19.94%
Aug 1984 - Jul 1987
+2.60%
Apr 2000 - Mar 2003
0.00%
5 Years
+8.78% +18.45%
Apr 1982 - Mar 1987
+3.60%
Jan 2014 - Dec 2018
0.00%
7 Years
+8.86% +15.67%
Apr 1980 - Mar 1987
+4.38%
Nov 2011 - Oct 2018
0.00%
10 Years
+8.95% +13.57%
Sep 1977 - Aug 1987
+5.12%
Mar 1999 - Feb 2009
0.00%
15 Years
+8.94% +12.39%
Oct 1974 - Sep 1989
+5.74%
Jan 2004 - Dec 2018
0.00%
20 Years
+8.88% +11.72%
Dec 1978 - Nov 1998
+5.72%
Jan 1999 - Dec 2018
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 Gyroscopic Investing Desert Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Gyroscopic Investing Desert Portfolio Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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 %
0.97
74%
0.37
70%
0.30
60%
0.85
76%
0.84
64%
0.66
62%
0.60
64%
0.65
66%
0.52
56%
0.61
63%
1.21
78%
0.97
73%
Best
Year
4.8
1987
3.7
1986
4.1
1986
8.3
1980
4.9
1980
4.7
1980
4.0
1997
8.1
1982
4.8
1998
7.1
1982
6.5
1981
5.3
1991
Worst
Year
-2.7
1977
-4.5
1980
-5.7
1980
-3.4
2004
-3.3
1984
-2.1
2013
-2.5
1975
-3.6
1998
-3.2
2011
-5.9
1979
-2.3
1973
-3.1
1981
Statistics calculated for the period Jan 1972 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Gyroscopic Investing Desert Portfolio

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+2.77% -0.6 -0.3 0.5 2.2 1.1 0.0 1.4 0.8 -2.3
2020
+12.96% 1.5 -1.3 -2.3 4.0 1.9 1.0 3.0 1.8 -1.5 -0.9 2.9 2.3
2019
+14.41% 3.2 0.9 1.2 1.2 -1.0 3.5 0.4 1.3 -0.1 1.1 0.7 1.2
2018
-0.94% 1.2 -1.6 -0.2 -0.4 1.1 -0.2 0.7 1.3 -0.4 -2.2 1.2 -1.3
2017
+8.38% 1.3 1.6 0.0 0.9 0.6 -0.1 1.1 0.9 -0.1 0.5 0.8 0.6
2016
+5.39% 0.1 1.5 2.0 0.7 -0.3 2.1 1.4 -0.7 0.3 -1.4 -0.9 0.4
2015
+0.02% 1.4 0.2 -0.1 0.1 0.4 -0.9 0.3 -1.6 -0.4 2.2 -0.7 -0.9
2014
+5.45% 0.2 2.2 -0.6 0.4 0.8 1.3 -1.3 1.8 -1.6 1.1 1.1 -0.1
2013
+6.10% 1.3 0.3 1.4 0.2 -0.5 -2.1 2.6 -1.1 1.7 1.8 0.6 0.0
2012
+6.70% 3.0 0.6 0.5 0.5 -2.2 1.4 0.8 1.4 1.3 -1.1 0.5 -0.1
2011
+6.23% 0.3 1.4 0.1 2.7 0.4 -0.9 1.4 0.6 -3.2 3.6 0.2 -0.5
2010
+11.95% -0.2 1.6 1.4 1.8 -1.3 -0.3 2.0 0.1 3.4 1.9 -0.2 1.2
2009
+10.05% -2.6 -3.2 3.0 1.8 2.1 -0.8 3.0 1.7 2.4 -0.4 4.3 -1.3
2008
-2.92% 1.0 0.8 -0.5 -0.6 -0.1 -1.4 0.1 0.0 -1.5 -5.1 2.1 2.4
2007
+10.64% 0.7 0.9 0.2 1.8 0.2 -0.9 0.2 1.7 2.5 1.8 0.5 0.7
2006
+8.85% 1.8 0.0 0.4 1.4 -1.2 -0.5 1.1 1.5 0.7 1.6 2.1 -0.4
2005
+5.06% -0.8 0.3 -1.0 0.5 1.5 1.0 0.3 0.8 0.3 -1.3 2.3 1.1
2004
+6.34% 0.9 1.1 1.0 -3.4 0.3 1.0 -0.7 1.7 0.8 1.3 1.2 1.2
2003
+12.64% -0.5 0.0 -0.3 2.7 4.1 -0.2 -1.3 1.5 1.7 1.1 0.8 2.3
2002
+4.90% 0.2 0.8 -0.2 0.5 0.9 -1.2 -1.0 2.0 -0.1 0.9 0.6 1.4
2001
+1.31% 1.6 -2.1 -1.9 1.7 0.6 -0.2 1.0 -0.7 -0.1 1.5 0.2 -0.3
2000
+4.70% -1.8 1.7 2.3 -1.8 -1.0 3.2 -0.6 3.1 -1.0 -0.3 -1.3 2.2
1999
+5.12% 1.4 -2.9 1.3 1.9 -2.0 1.2 -1.5 -0.4 1.4 2.1 0.8 2.0
1998
+13.26% 1.7 1.7 1.8 1.0 -0.9 1.8 -0.9 -3.6 4.8 1.6 1.7 2.0
1997
+12.53% 1.0 0.4 -2.4 2.1 2.9 1.7 4.0 -1.9 3.0 -0.7 1.0 1.1
1996
+6.98% 1.7 -1.1 -0.4 0.0 0.6 0.4 -1.6 0.8 2.6 1.9 3.2 -1.3
1995
+23.10% 1.6 2.8 1.5 1.7 3.8 1.5 0.8 1.1 1.7 0.6 2.5 1.3
1994
-2.86% 1.5 -2.1 -2.7 -0.6 0.7 -1.0 1.8 1.6 -1.4 0.0 -1.4 0.9
1993
+11.81% 1.9 1.6 1.3 0.2 1.5 1.5 0.6 1.6 -0.1 0.9 -1.1 1.5
1992
+6.83% -1.3 0.7 -1.6 0.6 1.5 0.7 3.4 -0.4 1.6 -1.0 0.8 1.6
1991
+18.44% 1.5 2.3 1.0 0.8 1.6 -1.4 2.1 1.9 1.2 1.4 -0.5 5.3
1990
+3.54% -2.5 0.5 -0.4 -1.4 4.1 0.5 1.1 -2.8 -0.4 0.0 3.1 1.9
1989
+16.86% 2.2 -1.1 0.8 3.0 2.3 2.1 3.9 -0.8 0.3 0.8 1.9 0.5
1988
+6.82% 2.6 1.6 -0.4 -0.1 -0.4 2.4 -0.6 -1.1 1.8 1.9 -1.2 0.3
1987
+4.17% 4.8 2.0 0.7 -1.2 -0.3 2.0 1.9 0.8 -1.7 -5.7 -1.3 2.5
1986
+15.33% 1.3 3.7 4.1 0.2 0.2 2.3 -0.7 4.6 -2.6 1.7 0.7 -1.0
1985
+23.33% 3.9 -1.2 2.3 1.1 4.9 1.2 0.0 1.0 -1.0 2.4 3.5 3.2
1984
+7.73% 0.4 -1.0 -0.4 -0.3 -3.3 1.1 1.2 4.1 1.2 2.4 0.9 1.1
1983
+8.30% 2.2 0.6 0.7 4.1 -0.4 0.9 -2.2 0.1 2.2 -1.3 2.1 -0.7
1982
+26.32% -0.9 -1.2 -1.2 4.2 -0.7 -2.1 3.0 8.1 3.0 7.1 2.8 2.1
1981
+1.14% -2.5 -1.3 3.3 -2.5 2.1 -1.1 -1.8 -2.4 -1.4 5.8 6.5 -3.1
1980
+13.20% 3.6 -4.5 -5.7 8.3 4.9 4.7 0.4 -1.9 1.7 -1.2 3.2 -0.2
1979
+23.14% 3.2 -0.4 2.2 0.6 2.0 2.7 1.1 2.3 3.4 -5.9 5.4 5.1
1978
+6.93% -1.1 0.2 1.1 1.9 1.5 -0.5 3.3 2.3 0.5 -3.2 -0.9 2.0
1977
+1.88% -2.7 0.3 0.6 0.5 -0.2 2.3 -0.8 0.3 0.6 -1.0 1.7 0.5
1976
+15.78% 3.5 0.8 1.2 0.1 -1.2 2.2 -0.3 0.5 2.3 0.8 2.8 2.3
1975
+13.28% 4.1 3.1 0.3 0.1 3.6 1.8 -2.5 -1.0 -2.5 4.3 0.7 1.0
1974
+1.69% 2.0 2.9 -1.0 -2.5 -1.5 -2.0 -0.8 -2.2 -1.2 5.8 1.9 0.5
1973
+4.52% -0.8 1.3 0.7 -0.8 3.3 1.1 -1.7 -0.8 2.6 -0.2 -2.3 2.2
1972
+11.82% 1.3 1.7 -0.5 1.3 3.2 0.3 1.0 0.5 -0.4 0.6 1.8 0.6

* Note:
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:

  • VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
  • IEI - iShares 3-7 Year Treasury Bond: simulated historical serie, up to December 2007
  • GLD - SPDR Gold Trust: simulated historical serie, up to December 2004
Share this page