Gyroscopic Investing Desert Portfolio: ETF allocation and returns

Last Update: 31 May 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 6.32% compound annual return, with a 4.49% 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

Portfolio and ETF Returns

The Gyroscopic Investing Desert Portfolio guaranteed the following returns.

GYROSCOPIC INVESTING DESERT PORTFOLIO RETURNS (%)

Last Update: 31 May 2020

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
Gyroscopic Investing Desert Portfolio	+1.91	+3.57	+5.08	+12.46	+6.88	+5.66	+6.32
*Components*
VTI - Vanguard Total Stock Market	+5.40	+2.65	-2.97	+11.28	+9.52	+9.14	+12.78
IEI - iShares 3-7 Year Treasury Bond	+0.32	+2.94	+6.65	+8.94	+4.41	+3.25	+3.15
GLD - SPDR Gold Trust	+2.59	+9.79	+18.17	+32.09	+10.54	+7.38	+3.20

(*) 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: 31 May 2020

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Period	Returns May 2020	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+1.91%		0.00%	1 - 0
3M	+3.57%		-2.30% Mar 2020 - Mar 2020	2 - 1
6M	+5.08%		-3.56% Feb 2020 - Mar 2020	4 - 2
YTD	+3.81%		-3.56% Feb 2020 - Mar 2020	3 - 2
1Y	+12.46%	5.89%	-3.56% Feb 2020 - Mar 2020	9 - 3
3Y	+6.88% annualized	4.78%	-3.56% Feb 2020 - Mar 2020	23 - 13
5Y	+5.66% annualized	4.44%	-3.56% Feb 2020 - Mar 2020	38 - 22
10Y	+6.32% annualized	4.49%	-3.56% Feb 2020 - Mar 2020	82 - 38
MAX 01 Jan 1972	+8.68% annualized	6.36%	-10.61% Mar 1974 - Sep 1974	390 - 191

* 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	+8.35%	2	50	50	0	Compare
All Weather Portfolio Ray Dalio	+7.78%	5	30	55	15	Compare
Stocks/Bonds 40/60	+7.57%	2	40	60	0	Compare
Permanent Portfolio Harry Browne	+6.73%	4	25	50	25	Compare
Edge Select Moderately Conservative Merrill Lynch	+6.71%	12	37	63	0	Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since May 2010.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-3.56%	Feb 2020	Mar 2020	2	Apr 2020	1	3
-3.24%	Sep 2011	Sep 2011	1	Oct 2011	1	2
-2.76%	Sep 2018	Dec 2018	4	Jan 2019	1	5
-2.64%	May 2013	Jun 2013	2	Sep 2013	3	5
-2.63%	Aug 2016	Nov 2016	4	Feb 2017	3	7
-2.57%	Jun 2015	Sep 2015	4	Mar 2016	6	10
-2.18%	Feb 2018	Apr 2018	3	Aug 2018	4	7
-2.16%	May 2012	May 2012	1	Aug 2012	3	4
-1.59%	Sep 2014	Sep 2014	1	Nov 2014	2	3
-1.27%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-1.08%	Oct 2012	Oct 2012	1	Jan 2013	3	4
-0.95%	May 2019	May 2019	1	Jun 2019	1	2
-0.89%	Jun 2011	Jun 2011	1	Jul 2011	1	2
-0.59%	Mar 2014	Mar 2014	1	May 2014	2	3
-0.52%	Dec 2011	Dec 2011	1	Jan 2012	1	2
-0.34%	May 2016	May 2016	1	Jun 2016	1	2
-0.32%	Jun 2010	Jun 2010	1	Jul 2010	1	2
-0.18%	Nov 2010	Nov 2010	1	Dec 2010	1	2
-0.13%	Sep 2019	Sep 2019	1	Oct 2019	1	2
-0.12%	Jun 2017	Jun 2017	1	Jul 2017	1	2

Worst drawdowns since December 1971.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-10.61%	Mar 1974	Sep 1974	7	Jan 1975	4	11
-10.14%	Mar 2008	Feb 2009	12	Sep 2009	7	19
-9.99%	Feb 1980	Mar 1980	2	May 1980	2	4
-8.49%	Sep 1987	Nov 1987	3	Oct 1988	11	14
-7.52%	Dec 1980	Sep 1981	10	Nov 1981	2	12
-6.23%	Dec 1981	Mar 1982	4	Aug 1982	5	9
-5.91%	Jul 1975	Sep 1975	3	Jan 1976	4	7
-5.87%	Oct 1979	Oct 1979	1	Dec 1979	2	3
-5.62%	Feb 1994	Jun 1994	5	Feb 1995	8	13
-5.10%	Dec 1983	May 1984	6	Aug 1984	3	9
-4.42%	Jul 1998	Aug 1998	2	Sep 1998	1	3
-4.01%	Oct 1978	Nov 1978	2	Jan 1979	2	4
-3.93%	Feb 2001	Mar 2001	2	Feb 2002	11	13
-3.71%	Jan 1990	Apr 1990	4	May 1990	1	5
-3.56%	Feb 2020	Mar 2020	2	Apr 2020	1	3
-3.44%	Apr 2004	Apr 2004	1	Oct 2004	6	7
-3.24%	Sep 2011	Sep 2011	1	Oct 2011	1	2
-3.21%	Aug 1990	Oct 1990	3	Dec 1990	2	5
-2.91%	Feb 1999	Feb 1999	1	Apr 1999	2	3
-2.78%	Apr 2000	May 2000	2	Jun 2000	1	3

Rolling Returns

Gyroscopic Investing Desert Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+8.82%	+39.49% Jul 1982 - Jun 1983	-10.15% Mar 2008 - Feb 2009	6.14%
2 Years	+8.70%	+24.26% Jul 1984 - Jun 1986	-0.16% Mar 2007 - Feb 2009	0.18%
3 Years	+8.75%	+19.94% Aug 1984 - Jul 1987	+2.60% Apr 2000 - Mar 2003	0.00%
5 Years	+8.83%	+18.45% Apr 1982 - Mar 1987	+3.60% Jan 2014 - Dec 2018	0.00%
7 Years	+8.95%	+15.67% Apr 1980 - Mar 1987	+4.38% Nov 2011 - Oct 2018	0.00%
10 Years	+9.05%	+13.57% Sep 1977 - Aug 1987	+5.12% Mar 1999 - Feb 2009	0.00%
15 Years	+9.03%	+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
2020	+3.81%	1.5	-1.3	-2.3	4.0	1.9
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