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:
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
Best High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|
| Simple Path to Wealth JL Collins |
+11.10% | 75 | 25 | 0 | Compare | |
| Stocks/Bonds 60/40 |
+9.63% | 60 | 40 | 0 | Compare | |
| Talmud Portfolio Roger Gibson |
+8.72% | 66.67 | 33.33 | 0 | Compare | |
| Yale Endowment David Swensen |
+8.64% | 70 | 30 | 0 | Compare | |
| Edge Select Moderately Aggressive Merrill Lynch |
+8.61% | 69 | 31 | 0 | Compare |
Capital Growth
Drawdowns
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 |