Larry Swedroe Big Rocks Portfolio: ETF allocation and returns

Last Update: 30 June 2021

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 7.09% compound annual return, with a 8.60% standard deviation.

In 2020, the portfolio granted a 1.57% 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 June 2021

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
Larry Swedroe Big Rocks Portfolio	-0.03	+3.61	+10.77	+26.51	+8.24	+8.60	+7.09
*Components*
IJR - iShares Core S&P Small-Cap	+0.34	+4.33	+23.52	+67.40	+12.22	+15.80	+13.46
IJS - iShares S&P Small-Cap 600 Value	-0.71	+4.90	+30.41	+77.03	+10.60	+14.24	+12.71
VTV - Vanguard Value	-1.25	+5.13	+16.81	+41.44	+12.82	+13.03	+12.27
VV - Vanguard Large-Cap	+2.65	+8.68	+14.97	+42.42	+19.33	+18.12	+14.92
EFV - iShares MSCI EAFE Value	-2.42	+3.21	+11.46	+33.42	+3.79	+7.57	+3.67
VNQ - Vanguard Real Estate	+2.64	+11.60	+21.41	+34.41	+11.90	+7.07	+9.72
DLS - WisdomTree International SmallCp Div	-1.06	+4.87	+11.57	+38.26	+4.57	+9.31	+7.17
EEM - iShares MSCI Emerging Markets	+0.95	+3.84	+7.20	+39.95	+10.70	+12.18	+3.57
VEU - Vanguard FTSE All-World ex-US	-0.49	+5.30	+9.78	+36.55	+9.88	+11.18	+5.65
SCZ - iShares MSCI EAFE Small-Cap	-1.68	+4.19	+9.51	+40.64	+8.46	+11.81	+8.28
SHY - iShares 1-3 Year Treasury Bond	-0.17	-0.05	-0.14	-0.06	+2.57	+1.47	+1.08

(*) 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.

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Historical Returns

Larry Swedroe Big Rocks Portfolio - Historical returns and stats.

LARRY SWEDROE BIG ROCKS PORTFOLIO

Last Update: 30 June 2021

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Period	Returns Jun 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-0.03%		-0.03% Jun 2021 - Jun 2021	0 - 1
3M	+3.61%		-0.03% Jun 2021 - Jun 2021	2 - 1
6M	+10.77%		-0.03% Jun 2021 - Jun 2021	5 - 1
YTD	+10.77%		-0.03% Jun 2021 - Jun 2021	5 - 1
1Y	+26.51%	8.04%	-2.31% Sep 2020 - Oct 2020	9 - 3
3Y	+8.24% annualized	11.42%	-15.62% Jan 2020 - Mar 2020	25 - 11
5Y	+8.60% annualized	9.24%	-15.62% Jan 2020 - Mar 2020	46 - 14
10Y	+7.09% annualized	8.60%	-15.62% Jan 2020 - Mar 2020	85 - 35
MAX 01 Jan 2008	+5.98% annualized	10.23%	-30.93% Jun 2008 - Feb 2009	109 - 53

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since June 2011.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-15.62%	Jan 2020	Mar 2020	3	Nov 2020	8	11
-10.90%	Jul 2011	Sep 2011	3	Feb 2012	5	8
-8.78%	Sep 2018	Dec 2018	4	Apr 2019	4	8
-6.46%	Jun 2015	Feb 2016	9	Jul 2016	5	14
-5.29%	Apr 2012	May 2012	2	Sep 2012	4	6
-3.84%	May 2019	May 2019	1	Sep 2019	4	5
-2.86%	Feb 2018	Feb 2018	1	Jul 2018	5	6
-2.69%	Sep 2014	Sep 2014	1	Nov 2014	2	3
-1.92%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-1.82%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-1.66%	Oct 2016	Oct 2016	1	Nov 2016	1	2
-1.51%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-1.03%	Jun 2013	Jun 2013	1	Jul 2013	1	2
-0.79%	Dec 2014	Jan 2015	2	Feb 2015	1	3
-0.52%	Oct 2012	Oct 2012	1	Nov 2012	1	2
-0.30%	Aug 2017	Aug 2017	1	Sep 2017	1	2
-0.07%	Mar 2015	Mar 2015	1	Apr 2015	1	2
-0.03%	Jun 2021	Jun 2021	1	in progress	0	1

Worst drawdowns since December 2007.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-30.93%	Jun 2008	Feb 2009	9	Apr 2010	14	23
-15.62%	Jan 2020	Mar 2020	3	Nov 2020	8	11
-12.60%	May 2011	Sep 2011	5	Sep 2012	12	17
-8.78%	Sep 2018	Dec 2018	4	Apr 2019	4	8
-7.86%	May 2010	Jun 2010	2	Oct 2010	4	6
-6.46%	Jun 2015	Feb 2016	9	Jul 2016	5	14
-3.84%	May 2019	May 2019	1	Sep 2019	4	5
-3.59%	Jan 2008	Feb 2008	2	May 2008	3	5
-2.86%	Feb 2018	Feb 2018	1	Jul 2018	5	6
-2.69%	Sep 2014	Sep 2014	1	Nov 2014	2	3
-1.92%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-1.82%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-1.66%	Oct 2016	Oct 2016	1	Nov 2016	1	2
-1.51%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-1.03%	Jun 2013	Jun 2013	1	Jul 2013	1	2
-0.79%	Dec 2014	Jan 2015	2	Feb 2015	1	3
-0.52%	Oct 2012	Oct 2012	1	Nov 2012	1	2
-0.51%	Nov 2010	Nov 2010	1	Dec 2010	1	2
-0.30%	Aug 2017	Aug 2017	1	Sep 2017	1	2
-0.07%	Mar 2015	Mar 2015	1	Apr 2015	1	2

Rolling Returns ( more details)

Larry Swedroe Big Rocks Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+6.62%	+36.85% Mar 2009 - Feb 2010	-28.34% Mar 2008 - Feb 2009	21.19%
2 Years	+6.85%	+25.95% Mar 2009 - Feb 2011	-3.38% Apr 2018 - Mar 2020	7.19%
3 Years	+6.83%	+17.13% Mar 2009 - Feb 2012	+0.14% Apr 2017 - Mar 2020	0.00%
5 Years	+6.96%	+14.66% Mar 2009 - Feb 2014	+1.88% Apr 2015 - Mar 2020	0.00%
7 Years	+6.79%	+10.19% Apr 2009 - Mar 2016	+3.78% Apr 2013 - Mar 2020	0.00%
10 Years	+6.78%	+9.67% Mar 2009 - Feb 2019	+4.87% Apr 2010 - Mar 2020	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 Larry Swedroe Big Rocks Portfolio: Rolling Returns page.

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	-0.2	0.2	0.8	2.0	-0.2	0.0	1.5	-0.2	0.2	0.0	1.1	1.2
Best	5.6 2019	3.2 2021	4.9 2016	8.7 2009	4.2 2009	3.9 2019	5.8 2009	3.2 2009	5.6 2010	6.8 2011	7.9 2020	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	50	64	86	93	71	50	77	54	54	54	77	77

Detail of Monthly Returns

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+10.77%	1.0	3.2	2.6	2.1	1.5	0.0
2020	+5.25%	-1.6	-4.7	-10.0	5.5	2.1	1.4	2.1	2.7	-1.8	-0.5	7.9	3.3
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