Last Update: 31 March 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 6.13% compound annual return, with a 4.60% 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:
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 |
Portfolio and ETF Returns
The Gyroscopic Investing Desert Portfolio guaranteed the following returns.
1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | |
---|---|---|---|---|---|---|---|
Gyroscopic Investing Desert Portfolio | +0.53 | -0.39 | +3.87 | +14.91 | +8.67 | +7.04 | +6.13 |
Components | |||||||
VTI - Vanguard Total Stock Market | +3.65 | +6.54 | +22.26 | +62.90 | +17.17 | +16.69 | +13.80 |
IEI - iShares 3-7 Year Treasury Bond | -0.84 | -2.20 | -2.38 | -1.65 | +4.22 | +2.21 | +2.70 |
GLD - SPDR Gold Trust | -1.14 | -10.32 | -9.69 | +8.04 | +8.34 | +6.34 | +1.35 |
- 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.
Period | Returns Mar 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
---|---|---|---|---|
1M
|
+0.53%
|
0.00%
|
1 - 0 | |
3M
|
-0.39%
|
-0.91%
Jan 2021 - Feb 2021
|
1 - 2 | |
6M
|
+3.87%
|
-0.91%
Jan 2021 - Feb 2021
|
3 - 3 | |
YTD
|
-0.39%
|
-0.91%
Jan 2021 - Feb 2021
|
1 - 2 | |
1Y
|
+14.91%
|
5.82%
|
-2.38%
Sep 2020 - Oct 2020
|
8 - 4 |
3Y
|
+8.67%
annualized
|
5.34%
|
-3.56%
Feb 2020 - Mar 2020
|
23 - 13 |
5Y
|
+7.04%
annualized
|
4.62%
|
-3.56%
Feb 2020 - Mar 2020
|
39 - 21 |
10Y
|
+6.13%
annualized
|
4.60%
|
-3.56%
Feb 2020 - Mar 2020
|
80 - 40 |
MAX
01 Jan 1972
|
+8.71%
annualized
|
6.35%
|
-10.61%
Mar 1974 - Sep 1974
|
396 - 195 |
* Annualized St.Dev. of monthly returns
Best Medium Risk Porftolios, ordered by 10Y annualized return.
Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
---|---|---|---|---|---|---|
Couch Potato Scott Burns |
+8.75% | 50 | 50 | 0 | Compare | |
Stocks/Bonds 40/60 |
+7.66% | 40 | 60 | 0 | Compare | |
All Weather Portfolio Ray Dalio |
+7.15% | 30 | 55 | 15 | Compare | |
Robo Advisor 50 Betterment |
+6.91% | 49.9 | 50.1 | 0 | Compare | |
Edge Select Moderately Conservative Merrill Lynch |
+6.75% | 37 | 63 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns ( more details)
Gyroscopic Investing Desert Portfolio: annualized rolling and average returns
Return (*) | Negative Periods |
|||
---|---|---|---|---|
Rolling Period | Average | Best | Worst | |
1 Year |
+8.88% |
+39.49% Jul 1982 - Jun 1983 |
-10.15% Mar 2008 - Feb 2009 |
6.03% |
2 Years |
+8.73% |
+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 |
+8.80% |
+18.45% Apr 1982 - Mar 1987 |
+3.60% Jan 2014 - Dec 2018 |
0.00% |
7 Years |
+8.89% |
+15.67% Apr 1980 - Mar 1987 |
+4.38% Nov 2011 - Oct 2018 |
0.00% |
10 Years |
+8.99% |
+13.57% Sep 1977 - Aug 1987 |
+5.12% Mar 1999 - Feb 2009 |
0.00% |
15 Years |
+8.97% |
+12.39% Oct 1974 - Sep 1989 |
+5.74% Jan 2004 - 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
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 | 1.0 |
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 |
74 | 70 | 60 | 76 | 63 | 61 | 63 | 65 | 57 | 63 | 78 | 73 |
Detail of Monthly Returns
Months | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2021 |
-0.39% | -0.6 | -0.3 | 0.5 | |||||||||
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