Last Update: 30 September 2020

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 6.23% compound annual return, with a 4.50% standard deviation.

In 2019, the portfolio granted a 1.95% 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 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Gyroscopic Investing Desert Portfolio -1.50 +3.32 +10.63 +11.64 +7.76 +7.12 +6.23
Components
VTI - Vanguard Total Stock Market -3.54 +9.24 +33.25 +14.90 +11.63 +13.68 +13.48
IEI - iShares 3-7 Year Treasury Bond +0.08 +0.19 +0.75 +6.89 +4.51 +3.06 +2.68
GLD - SPDR Gold Trust -4.17 +5.83 +19.64 +27.54 +13.36 +10.63 +3.31
(*) 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 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.50%
-1.50%
Sep 2020 - Sep 2020
0 - 1
3M
+3.32%
-1.50%
Sep 2020 - Sep 2020
2 - 1
6M
+10.63%
-1.50%
Sep 2020 - Sep 2020
5 - 1
YTD
+8.32%
-3.56%
Feb 2020 - Mar 2020
6 - 3
1Y
+11.64%
6.13%
-3.56%
Feb 2020 - Mar 2020
9 - 3
3Y
+7.76%
annualized
5.14%
-3.56%
Feb 2020 - Mar 2020
24 - 12
5Y
+7.12%
annualized
4.55%
-3.56%
Feb 2020 - Mar 2020
40 - 20
10Y
+6.23%
annualized
4.50%
-3.56%
Feb 2020 - Mar 2020
82 - 38
MAX
01 Jan 1972
+8.72%
annualized
6.36%
-10.61%
Mar 1974 - Sep 1974
393 - 192

* Annualized St.Dev. of monthly returns

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Portfolio 10Y Return ▾ Stocks Bonds Comm.
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+8.67% 50 50 0 Compare
Stocks/Bonds 40/60
+7.64% 40 60 0 Compare
All Weather Portfolio
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+7.44% 30 55 15 Compare
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+6.62% 25 50 25 Compare
Edge Select Moderately Conservative
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+6.58% 37 63 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Gyroscopic Investing Desert Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.85% +39.49%
Jul 1982 - Jun 1983
-10.15%
Mar 2008 - Feb 2009
6.10%
2 Years
+8.70% +24.26%
Jul 1984 - Jun 1986
-0.16%
Mar 2007 - Feb 2009
0.18%
3 Years
+8.74% +19.94%
Aug 1984 - Jul 1987
+2.60%
Apr 2000 - Mar 2003
0.00%
5 Years
+8.82% +18.45%
Apr 1982 - Mar 1987
+3.60%
Jan 2014 - Dec 2018
0.00%
7 Years
+8.92% +15.67%
Apr 1980 - Mar 1987
+4.38%
Nov 2011 - Oct 2018
0.00%
10 Years
+9.02% +13.57%
Sep 1977 - Aug 1987
+5.12%
Mar 1999 - Feb 2009
0.00%
15 Years
+9.01% +12.39%
Oct 1974 - Sep 1989
+5.74%
Jan 2004 - Dec 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Gyroscopic Investing Desert Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 1.0 0.4 0.3 0.8 0.8 0.7 0.6 0.6 0.6 0.6 1.2 0.9
Best 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 -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
Gain
Frequency
76 71 59 76 63 61 63 65 57 65 77 73

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
+8.32% 1.5 -1.3 -2.3 4.0 1.9 1.0 3.0 1.8 -1.5
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

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