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.

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., Micro Cap
7.50 % DLS WisdomTree International SmallCp Div Equity, Developed Markets
7.50 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
70.00 % VGIT Vanguard Intermediate-Term Treasury 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
Aug 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.36%
0.00%
1 - 0
YTD
+7.16%
-1.26%
May 2019 - May 2019
6 - 2
1Y
+2.94%
5.78%
-3.93%
Sep 2018 - Dec 2018
7 - 5
3Y
+3.72%
annualized
3.92%
-3.93%
Sep 2018 - Dec 2018
26 - 10
5Y
+3.34%
annualized
3.95%
-3.93%
Sep 2018 - Dec 2018
38 - 22
MAX
Dec 2009
+5.10%
annualized
4.25%
-3.93%
Sep 2018 - Dec 2018
78 - 38

* Annualized St.Dev. of monthly returns

Best Medium Risk Porftolios, ordered by 5Y annualized return.

Portfolio 5Y Return ▾ #ETF Stocks Bonds Comm.
Stocks/Bonds 40/60
+5.89% 2 40 60 0
Couch
Scott Burns
+5.87% 2 50 50 0
All Weather Portfolio
Ray Dalio
+5.52% 5 30 55 15
Permanent Portfolio
Harry Browne
+5.28% 4 25 50 25
Edge Select Moderately Conservative
Merrill Lynch
+5.06% 12 37 63 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 (*)
Rolling Period Average Best Worst
1 Year
+4.75% +11.93%
Jun 2010 - May 2011
-3.55%
Jan 2018 - Dec 2018
2 Years
+4.74% +9.27%
Feb 2010 - Jan 2012
+0.97%
Mar 2014 - Feb 2016
3 Years
+4.66% +7.86%
Feb 2010 - Jan 2013
+2.50%
Feb 2013 - Jan 2016
5 Years
+4.43% +6.56%
Feb 2010 - Jan 2015
+2.69%
Jan 2014 - Dec 2018
7 Years
+4.68% +5.55%
Jul 2010 - Jun 2017
+3.80%
Jan 2012 - Dec 2018

* 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
+7.16% 3.5 0.5 0.6 1.0 -1.3 2.6 -0.3 0.4
2018
-3.55% 0.1 -1.7 0.7 -0.6 1.2 -0.4 0.5 0.6 -1.1 -2.9 1.1 -1.1
2017
+8.08% 0.9 0.8 0.4 1.1 0.5 0.3 1.2 0.5 0.8 0.4 0.3 0.6
2016
+6.60% -0.2 0.7 3.0 0.3 -0.2 1.5 1.7 -0.2 0.9 -1.5 -0.1 0.6
2015
-0.56% 0.9 0.6 0.5 0.6 -0.2 -1.0 -0.3 -1.8 -0.1 1.3 -0.1 -1.0
2014
+3.36% -0.2 1.5 0.0 0.1 1.2 0.7 -1.1 1.7 -2.4 1.9 0.3 -0.1
2013
+5.72% 0.7 0.6 0.8 1.0 -1.2 -1.7 1.7 -1.3 3.2 1.6 0.6 -0.5
2012
+7.51% 3.0 0.5 -0.4 0.5 -2.0 1.2 0.4 1.0 1.2 -0.5 1.0 1.3
2011
+4.15% -0.2 0.4 0.7 1.8 0.6 -0.6 0.9 -0.3 -2.9 2.8 0.3 0.6
2010
+11.66% 0.4 1.2 1.8 1.7 -2.0 0.2 2.9 -0.2 3.3 1.4 -1.0 1.5