The Larry Swedroe Larry Portfolio is exposed for 30% on the Stock Market .

It's a Medium Risk portfolio and it can be replicated with 4 ETFs.

In the last 10 years, the portfolio obtained a 5.12% compound annual return, with a 4.30% standard deviation (Last Update: October 2019).

Asset Allocation and ETFs

The Larry Swedroe Larry Portfolio has the following asset allocation:

30% Stocks
70% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
15.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
7.50 % DLS WisdomTree International SmallCp Div Equity, Developed Markets, Small Cap, Value
7.50 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
70.00 % IEI iShares 3-7 Year Treasury Bond Bond, U.S., Intermediate-Term

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

Historical Returns

Larry Swedroe Larry Portfolio - Historical returns and stats:

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Range Returns
Oct 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.18%
0.00%
1 - 0
YTD
+8.73%
-1.45%
May 2019 - May 2019
8 - 2
1Y
+8.41%
4.68%
-1.45%
May 2019 - May 2019
9 - 3
3Y
+4.46%
annualized
3.80%
-4.08%
Sep 2018 - Dec 2018
28 - 8
5Y
+3.72%
annualized
3.69%
-4.08%
Sep 2018 - Dec 2018
40 - 20
10Y
+5.12%
annualized
4.30%
-4.08%
Sep 2018 - Dec 2018
82 - 38
MAX
Dec 2003
+5.74%
annualized
4.96%
-11.46%
Apr 2008 - Feb 2009
134 - 56

* 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
+8.64% 2 50 50 0
Stocks/Bonds 40/60
+7.76% 2 40 60 0
All Weather Portfolio
Ray Dalio
+7.65% 5 30 55 15
Edge Select Moderately Conservative
Merrill Lynch
+6.93% 12 37 63 0
Lifepath Fund
iShares
+6.71% 6 40.42 59.58 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Larry Swedroe Larry Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+5.74% +20.88%
Mar 2009 - Feb 2010
-11.03%
Mar 2008 - Feb 2009
9.50%
2 Years
+5.69% +15.39%
Mar 2009 - Feb 2011
-1.61%
Mar 2007 - Feb 2009
1.20%
3 Years
+5.65% +12.28%
Mar 2009 - Feb 2012
+1.59%
Mar 2006 - Feb 2009
0.00%
5 Years
+5.55% +9.47%
Mar 2009 - Feb 2014
+2.49%
Jan 2014 - Dec 2018
0.00%
7 Years
+5.74% +8.06%
Jun 2004 - May 2011
+3.70%
Jan 2012 - Dec 2018
0.00%
10 Years
+5.70% +7.16%
Jun 2004 - May 2014
+4.83%
Mar 2008 - Feb 2018
0.00%
15 Years
+5.66% +5.82%
May 2004 - Apr 2019
+5.47%
Apr 2004 - Mar 2019
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
2019
+8.73% 3.5 0.6 0.5 1.1 -1.5 2.5 -0.3 0.1 0.9 1.2
2018
-3.54% 0.3 -1.7 0.6 -0.5 1.1 -0.4 0.6 0.6 -1.0 -2.8 1.0 -1.3
2017
+7.74% 0.9 0.7 0.5 1.0 0.4 0.4 1.2 0.4 0.9 0.4 0.3 0.5
2016
+6.87% -0.2 0.6 3.0 0.3 -0.3 1.3 1.7 -0.2 0.8 -1.3 0.2 0.7
2015
-0.54% 0.8 0.8 0.5 0.6 -0.2 -0.7 -0.4 -1.7 -0.2 1.4 -0.1 -1.2
2014
+2.38% -0.5 1.4 0.0 -0.0 1.0 0.7 -1.1 1.5 -2.4 1.8 0.2 -0.3
2013
+6.31% 0.8 0.6 0.8 0.8 -0.9 -1.6 1.8 -1.3 3.2 1.6 0.8 -0.4
2012
+7.27% 3.1 0.6 -0.1 0.2 -2.3 1.2 0.3 1.1 1.2 -0.5 0.9 1.4
2011
+3.23% 0.2 0.5 0.6 1.8 0.4 -0.5 0.8 -0.9 -3.1 3.2 0.0 0.4
2010
+10.82% 0.1 1.1 1.7 1.8 -2.1 -0.1 3.1 -0.6 3.4 1.6 -0.9 1.3
2009
+10.12% -4.5 -3.4 4.0 3.4 1.8 -0.4 3.7 1.6 2.7 -1.4 2.6 0.1
2008
-2.44% 0.4 0.8 0.5 -0.5 0.0 -2.3 0.3 0.8 -1.7 -4.4 0.9 2.9
2007
+8.99% 0.3 1.0 0.9 1.3 0.5 -0.3 0.3 1.4 1.5 2.3 0.1 -0.5
2006
+9.57% 2.7 -0.2 0.7 0.7 -2.1 -0.1 0.6 1.9 0.8 2.2 2.0 0.2
2005
+6.71% 0.1 0.8 -1.4 0.2 1.8 1.4 0.8 1.3 0.1 -1.8 1.7 1.6
2004
+10.23% 1.5 1.8 1.4 -3.9 -0.1 1.6 -0.7 1.8 1.6 1.3 1.9 1.8

* 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:

DLS - WisdomTree International SmallCp Div: simulated historical serie, up to December 2006

IEI - iShares 3-7 Year Treasury Bond: simulated historical serie, up to December 2007

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