Last Update: 30 September 2020

The Larry Swedroe Big Rocks Portfolio is exposed for 60% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 11 ETFs.

In the last 10 years, the portfolio obtained a 6% compound annual return, with a 8.34% standard deviation.

In 2019, the portfolio granted a 2.72% dividend yield. If you are interested in getting periodic income, please refer to the Larry Swedroe Big Rocks Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Larry Swedroe Big Rocks Portfolio has the following asset allocation:

60% Stocks
40% Fixed Income
0% Commodities

The Larry Swedroe Big Rocks Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
9.00 % IJR iShares Core S&P Small-Cap Equity, U.S., Small Cap
9.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
9.00 % VTV Vanguard Value Equity, U.S., Large Cap, Value
9.00 % VV Vanguard Large-Cap Equity, U.S., Large Cap
6.00 % EFV iShares MSCI EAFE Value Equity, EAFE, Large Cap, Value
6.00 % VNQ Vanguard Real Estate Real Estate, U.S.
3.00 % DLS WisdomTree International SmallCp Div Equity, Developed Markets, Small Cap, Value
3.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
3.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
3.00 % SCZ iShares MSCI EAFE Small-Cap Equity, EAFE, Small Cap
40.00 % SHY iShares 1-3 Year Treasury Bond Bond, U.S., Short Term
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 Larry Swedroe Big Rocks Portfolio guaranteed the following returns.

LARRY SWEDROE BIG ROCKS PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Larry Swedroe Big Rocks Portfolio -1.81 +2.98 +12.48 -0.24 +2.30 +5.44 +6.00
Components
IJR - iShares Core S&P Small-Cap -4.65 +3.28 +26.13 -8.20 -0.34 +7.22 +10.56
IJS - iShares S&P Small-Cap 600 Value -5.18 +2.19 +23.62 -16.76 -4.57 +4.83 +8.70
VTV - Vanguard Value -2.22 +5.67 +19.09 -3.46 +4.35 +9.25 +10.79
VV - Vanguard Large-Cap -3.70 +9.84 +33.21 +16.94 +12.82 +14.40 +13.84
EFV - iShares MSCI EAFE Value -3.93 +0.95 +14.47 -12.15 -6.05 +0.90 +1.94
VNQ - Vanguard Real Estate -2.68 +1.31 +15.01 -12.28 +2.33 +5.19 +8.48
DLS - WisdomTree International SmallCp Div -0.35 +8.24 +26.75 -2.64 -3.69 +4.96 +5.92
EEM - iShares MSCI Emerging Markets -1.01 +10.25 +29.94 +10.81 +1.84 +8.47 +1.94
VEU - Vanguard FTSE All-World ex-US -1.68 +6.69 +24.48 +3.78 +1.42 +6.45 +4.26
SCZ - iShares MSCI EAFE Small-Cap -0.20 +10.01 +32.92 +6.23 +1.13 +7.14 +7.40
SHY - iShares 1-3 Year Treasury Bond 0.00 +0.07 +0.29 +3.45 +2.50 +1.67 +1.15
(*) 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 Larry Swedroe Big Rocks Portfolio: Dividend Yield page.

Historical Returns

Larry Swedroe Big Rocks Portfolio - Historical returns and stats.

LARRY SWEDROE BIG ROCKS PORTFOLIO
Last Update: 30 September 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.81%
-1.81%
Sep 2020 - Sep 2020
0 - 1
3M
+2.98%
-1.81%
Sep 2020 - Sep 2020
2 - 1
6M
+12.48%
-1.81%
Sep 2020 - Sep 2020
5 - 1
YTD
-5.10%
-15.62%
Jan 2020 - Mar 2020
5 - 4
1Y
-0.24%
13.60%
-15.62%
Jan 2020 - Mar 2020
8 - 4
3Y
+2.30%
annualized
10.43%
-15.62%
Jan 2020 - Mar 2020
26 - 10
5Y
+5.44%
annualized
8.92%
-15.62%
Jan 2020 - Mar 2020
45 - 15
10Y
+6.00%
annualized
8.34%
-15.62%
Jan 2020 - Mar 2020
84 - 36
MAX
01 Jan 2008
+4.64%
annualized
10.22%
-30.93%
Jun 2008 - Feb 2009
102 - 51

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Larry Swedroe Big Rocks Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+5.99% +36.85%
Mar 2009 - Feb 2010
-28.34%
Mar 2008 - Feb 2009
21.83%
2 Years
+6.70% +25.95%
Mar 2009 - Feb 2011
-3.38%
Apr 2018 - Mar 2020
7.69%
3 Years
+6.89% +17.13%
Mar 2009 - Feb 2012
+0.14%
Apr 2017 - Mar 2020
0.00%
5 Years
+6.89% +14.66%
Mar 2009 - Feb 2014
+1.88%
Apr 2015 - Mar 2020
0.00%
7 Years
+6.91% +10.19%
Apr 2009 - Mar 2016
+3.78%
Apr 2013 - Mar 2020
0.00%
10 Years
+6.84% +9.67%
Mar 2009 - Feb 2019
+4.87%
Apr 2010 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Larry Swedroe Big Rocks Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.3 -0.1 0.7 2.0 -0.3 0.0 1.5 -0.2 0.2 0.0 0.6 1.0
Best 5.6
2019
2.9
2014
4.9
2016
8.7
2009
4.2
2009
3.9
2019
5.8
2009
3.2
2009
5.6
2010
6.8
2011
3.1
2009
4.8
2010
Worst -7.5
2009
-7.0
2009
-10.0
2020
-0.6
2012
-5.2
2010
-5.2
2008
-1.5
2014
-4.2
2011
-5.8
2011
-11.0
2008
-4.5
2008
-5.0
2018
Gain
Frequency
46 62 85 92 69 54 77 54 54 58 75 75

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-5.10% -1.6 -4.7 -10.0 5.5 2.1 1.4 2.1 2.7 -1.8
2019
+15.98% 5.6 1.7 0.1 2.0 -3.8 3.9 0.1 -1.4 2.0 1.7 1.3 2.1
2018
-5.45% 2.0 -2.9 0.1 0.4 1.3 0.1 1.7 1.1 -0.6 -4.6 1.3 -5.0
2017
+11.28% 0.8 1.4 0.3 0.8 0.3 1.0 1.4 -0.3 2.2 0.8 1.4 0.7
2016
+9.71% -3.0 -0.1 4.9 0.7 0.4 0.5 2.7 0.2 0.4 -1.7 2.7 1.8
2015
-0.97% -0.8 2.8 -0.1 0.4 0.3 -1.0 0.2 -3.6 -1.5 3.8 0.2 -1.4
2014
+4.48% -1.8 2.9 0.6 0.1 0.9 1.4 -1.5 1.8 -2.7 2.4 0.5 0.0
2013
+16.68% 2.9 0.4 1.8 1.6 0.2 -1.0 3.4 -1.9 3.6 2.6 1.3 1.1
2012
+10.73% 3.8 1.9 1.3 -0.6 -4.7 3.0 0.2 1.7 1.6 -0.5 0.6 2.2
2011
-1.31% 0.9 2.1 0.3 2.4 -0.8 -1.1 -1.3 -4.2 -5.8 6.8 -0.6 0.5
2010
+12.32% -1.9 1.8 4.2 1.9 -5.2 -2.9 4.9 -2.8 5.6 2.5 -0.5 4.8
2009
+17.83% -7.5 -7.0 4.7 8.7 4.2 -0.2 5.8 3.2 3.2 -2.4 3.1 2.2
2008
-19.64% -2.7 -0.9 0.5 2.3 0.9 -5.2 0.0 0.7 -4.1 -11.0 -4.5 3.2
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