Last Update: 30 November 2019

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 6.01% compound annual return, with a 4.30% standard deviation.

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

Historical Returns

Gyroscopic Investing Desert Portfolio - Historical returns and stats.

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

GYROSCOPIC INVESTING DESERT PORTFOLIO
Last Update: 30 November 2019
Swipe left to see all data
Period Returns
Nov 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.69%
0.00%
1 - 0
3M
+1.69%
-0.13%
Sep 2019 - Sep 2019
2 - 1
6M
+7.02%
-0.13%
Sep 2019 - Sep 2019
5 - 1
YTD
+13.03%
-0.95%
May 2019 - May 2019
9 - 2
1Y
+11.52%
4.70%
-1.34%
Dec 2018 - Dec 2018
9 - 3
3Y
+6.82%
annualized
3.81%
-2.76%
Sep 2018 - Dec 2018
25 - 11
5Y
+5.02%
annualized
3.82%
-2.76%
Sep 2018 - Dec 2018
38 - 22
10Y
+6.01%
annualized
4.30%
-3.24%
Sep 2011 - Sep 2011
81 - 39
MAX
Dec 1971
+8.66%
annualized
6.35%
-10.61%
Mar 1974 - Sep 1974
386 - 189

* Annualized St.Dev. of monthly returns

Best Medium Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Couch Potato
Scott Burns
+8.41% 2 50 50 0
Stocks/Bonds 40/60
+7.59% 2 40 60 0
All Weather Portfolio
Ray Dalio
+7.32% 5 30 55 15
Edge Select Moderately Conservative
Merrill Lynch
+6.69% 12 37 63 0
Lifepath Fund
iShares
+6.50% 6 40.42 59.58 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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
+8.80% +39.49%
Jul 1982 - Jun 1983
-10.15%
Mar 2008 - Feb 2009
6.21%
2 Years
+8.71% +24.26%
Jul 1984 - Jun 1986
-0.16%
Mar 2007 - Feb 2009
0.18%
3 Years
+8.78% +19.94%
Aug 1984 - Jul 1987
+2.60%
Apr 2000 - Mar 2003
0.00%
5 Years
+8.87% +18.45%
Apr 1982 - Mar 1987
+3.60%
Jan 2014 - Dec 2018
0.00%
7 Years
+8.99% +15.67%
Apr 1980 - Mar 1987
+4.38%
Nov 2011 - Oct 2018
0.00%
10 Years
+9.08% +13.57%
Sep 1977 - Aug 1987
+5.12%
Mar 1999 - Feb 2009
0.00%
15 Years
+9.07% +12.39%
Oct 1974 - Sep 1989
+5.74%
Jan 2004 - Dec 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+13.03% 3.2 0.9 1.2 1.2 -1.0 3.5 0.4 1.3 -0.1 1.1 0.7
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

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