Last Update: 31 May 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 6.01% compound annual return, with a 8.66% 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

Portfolio and ETF Returns

The Larry Swedroe Big Rocks Portfolio guaranteed the following returns.

LARRY SWEDROE BIG ROCKS PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Larry Swedroe Big Rocks Portfolio +2.11 -3.02 -7.23 0.00 +2.29 +3.28 +6.01
Components
IJR - iShares Core S&P Small-Cap +4.40 -8.71 -18.37 -8.09 +0.36 +3.95 +10.00
IJS - iShares S&P Small-Cap 600 Value +2.55 -13.30 -24.94 -14.11 -3.46 +1.41 +8.08
VTV - Vanguard Value +2.88 -3.08 -12.43 +0.08 +4.80 +6.16 +10.74
VV - Vanguard Large-Cap +5.16 +3.87 -1.58 +13.37 +10.42 +9.84 +13.16
EFV - iShares MSCI EAFE Value +4.57 -10.86 -19.00 -12.60 -5.43 -3.01 +2.89
VNQ - Vanguard Real Estate +1.73 -10.67 -15.29 -7.67 +2.11 +3.86 +8.83
DLS - WisdomTree International SmallCp Div +6.10 -8.97 -17.66 -10.13 -4.20 +0.68 +6.50
EEM - iShares MSCI Emerging Markets +2.97 -6.89 -9.43 -4.64 -0.61 +0.51 +2.00
VEU - Vanguard FTSE All-World ex-US +4.68 -5.11 -10.83 -2.79 -0.08 +1.04 +4.75
SCZ - iShares MSCI EAFE Small-Cap +8.08 -2.69 -11.22 -1.57 -0.21 +2.98 +7.89
SHY - iShares 1-3 Year Treasury Bond -0.08 +1.44 +3.08 +4.44 +2.52 +1.72 +1.24
(*) 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: 31 May 2020
Swipe left to see all data
Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.11%
0.00%
1 - 0
3M
-3.02%
-9.98%
Mar 2020 - Mar 2020
2 - 1
6M
-7.23%
-15.62%
Jan 2020 - Mar 2020
3 - 3
YTD
-9.10%
-15.62%
Jan 2020 - Mar 2020
2 - 3
1Y
0.00%
13.74%
-15.62%
Jan 2020 - Mar 2020
8 - 4
3Y
+2.29%
annualized
10.29%
-15.62%
Jan 2020 - Mar 2020
26 - 10
5Y
+3.28%
annualized
9.01%
-15.62%
Jan 2020 - Mar 2020
43 - 17
10Y
+6.01%
annualized
8.66%
-15.62%
Jan 2020 - Mar 2020
83 - 37
MAX
01 Jan 2008
+4.40%
annualized
10.30%
-30.93%
Jun 2008 - Feb 2009
99 - 50

* 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
+6.16% +36.85%
Mar 2009 - Feb 2010
-28.34%
Mar 2008 - Feb 2009
20.29%
2 Years
+6.90% +25.95%
Mar 2009 - Feb 2011
-3.38%
Apr 2018 - Mar 2020
7.94%
3 Years
+7.04% +17.13%
Mar 2009 - Feb 2012
+0.14%
Apr 2017 - Mar 2020
0.00%
5 Years
+6.99% +14.66%
Mar 2009 - Feb 2014
+1.88%
Apr 2015 - Mar 2020
0.00%
7 Years
+7.02% +10.19%
Apr 2009 - Mar 2016
+3.78%
Apr 2013 - Mar 2020
0.00%
10 Years
+6.90% +9.67%
Mar 2009 - Feb 2019
+4.87%
Apr 2010 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-9.10% -1.6 -4.7 -10.0 5.5 2.1
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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