Data Source: from January 1972 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.74%
1 Day
Jul 05 2022, 02:00PM Eastern Time
0.46%
Current Month
July 2022
The Roger Gibson Talmud Portfolio is a High Risk portfolio and can be implemented with 3 ETFs.
It's exposed for 66.67% on the Stock Market.
In the last 30 Years, the Roger Gibson Talmud Portfolio obtained a 8.56% compound annual return, with a 10.30% standard deviation.
Asset Allocation and ETFs
The Roger Gibson Talmud Portfolio has the following asset allocation:
The Roger Gibson Talmud Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 33.34 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 33.33 % | VNQ | Vanguard Real Estate | Real Estate, U.S. | |
| 33.33 % | BND | Vanguard Total Bond Market | Bond, U.S., All-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 Roger Gibson Talmud Portfolio guaranteed the following returns.
According to the available data source, let's assume we built the portfolio on January 1972.
Portfolio returns are calculated in USD, assuming:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
ROGER GIBSON TALMUD PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
| Roger Gibson Talmud Portfolio | -0.74 | 0.46 | -5.70 | -17.40 | -10.13 | 6.11 | 7.45 | 8.56 | |
| US Inflation Adjusted return | -5.70 | -20.62 | -16.45 | 2.42 | 4.87 | 5.94 | |||
| Components | |||||||||
|
VTI Vanguard Total Stock Market |
-0.84 |
01:59PM Jul 05 2022 |
0.21 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
|
VNQ Vanguard Real Estate |
-1.65 |
01:59PM Jul 05 2022 |
0.12 | -7.46 | -20.54 | -8.02 | 5.69 | 7.49 | 9.57 |
|
BND Vanguard Total Bond Market |
0.26 |
02:00PM Jul 05 2022 |
1.06 | -1.66 | -10.35 | -10.42 | 0.84 | 1.40 | 4.63 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Roger Gibson Talmud Portfolio granted a 2.37% dividend yield. If you are interested in getting periodic income, please refer to the Roger Gibson Talmud Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Jun 30, 2022
Historical returns and stats of Roger Gibson Talmud Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
ROGER GIBSON TALMUD PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1972 to June 2022
Swipe left to see all data
| Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Jun 2022
|
-5.70
|
-5.70
|
-5.70
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-12.34
|
-13.47
|
-12.34
Apr 2022 - Jun 2022
|
0 - 3
|
|
|
6M
|
-17.40
|
-20.62
|
-17.40
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
YTD
|
-17.40
|
-20.62
|
-17.40
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
1Y
|
-10.13
|
-16.45
|
13.17
|
-17.40
Jan 2022 - Jun 2022
|
5 - 7
42% pos
|
|
3Y(*)
|
5.09
|
0.55
|
13.16
|
-17.40
Jan 2022 - Jun 2022
|
24 - 12
67% pos
|
|
5Y(*)
|
6.11
|
2.42
|
11.60
|
-17.40
Jan 2022 - Jun 2022
|
42 - 18
70% pos
|
|
10Y(*)
|
7.45
|
4.87
|
9.65
|
-17.40
Jan 2022 - Jun 2022
|
84 - 36
70% pos
|
|
15Y(*)
|
6.43
|
4.04
|
12.40
|
-40.11
Nov 2007 - Feb 2009
|
120 - 60
67% pos
|
|
20Y(*)
|
7.74
|
5.17
|
11.45
|
-40.17
Jun 2007 - Feb 2009
|
163 - 77
68% pos
|
|
25Y(*)
|
7.62
|
5.08
|
10.90
|
-40.17
Jun 2007 - Feb 2009
|
199 - 101
66% pos
|
|
30Y(*)
|
8.56
|
5.94
|
10.30
|
-40.17
Jun 2007 - Feb 2009
|
243 - 117
68% pos
|
|
MAX(*)
01 Jan 1972
|
9.69
|
5.52
|
10.29
|
-40.17
Jun 2007 - Feb 2009
|
405 - 201
67% pos
|
(*) Returns over 1 year are annualized
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
An investment of 1000$, since July 1992,
now would be worth 11752.71$, with a total return of 1075.27% (8.56% annualized).
The Inflation Adjusted Capital now would be 5649.06$, with a net total return of 464.91% (5.94% annualized).
The Inflation Adjusted Capital now would be 5649.06$, with a net total return of 464.91% (5.94% annualized).
An investment of 1000$, since January 1972,
now would be worth 106900.33$, with a total return of 10590.03% (9.69% annualized).
The Inflation Adjusted Capital now would be 15073.74$, with a net total return of 1407.37% (5.52% annualized).
The Inflation Adjusted Capital now would be 15073.74$, with a net total return of 1407.37% (5.52% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -40.17% | Jun 2007 | Feb 2009 | 21 | Oct 2010 | 20 | 41 |
| -17.40% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -15.16% | Feb 2020 | Mar 2020 | 2 | Aug 2020 | 5 | 7 |
| -10.50% | Jun 2011 | Sep 2011 | 4 | Jan 2012 | 4 | 8 |
| -10.43% | Jul 1998 | Aug 1998 | 2 | Dec 1998 | 4 | 6 |
| -8.70% | Oct 1993 | Nov 1994 | 14 | May 1995 | 6 | 20 |
| -8.26% | Apr 2002 | Oct 2002 | 7 | May 2003 | 7 | 14 |
| -7.57% | Sep 2018 | Dec 2018 | 4 | Feb 2019 | 2 | 6 |
| -6.69% | Apr 2004 | Apr 2004 | 1 | Aug 2004 | 4 | 5 |
| -5.69% | Apr 2015 | Aug 2015 | 5 | Mar 2016 | 7 | 12 |
| -5.08% | Feb 2001 | Mar 2001 | 2 | Jun 2001 | 3 | 5 |
| -4.84% | Aug 2016 | Oct 2016 | 3 | Feb 2017 | 4 | 7 |
| -4.74% | May 2013 | Aug 2013 | 4 | Oct 2013 | 2 | 6 |
| -4.64% | Jul 1999 | Sep 1999 | 3 | Dec 1999 | 3 | 6 |
| -4.34% | Jul 2001 | Sep 2001 | 3 | Dec 2001 | 3 | 6 |
| -4.20% | Jan 2018 | Feb 2018 | 2 | Jun 2018 | 4 | 6 |
| -4.13% | Sep 2000 | Nov 2000 | 3 | Jan 2001 | 2 | 5 |
| -3.93% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -3.81% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -3.47% | Jan 2005 | Jan 2005 | 1 | May 2005 | 4 | 5 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -40.17% | Jun 2007 | Feb 2009 | 21 | Oct 2010 | 20 | 41 |
| -25.53% | Dec 1972 | Sep 1974 | 22 | Jan 1976 | 16 | 38 |
| -17.40% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -15.52% | Sep 1987 | Nov 1987 | 3 | Jan 1989 | 14 | 17 |
| -15.16% | Feb 2020 | Mar 2020 | 2 | Aug 2020 | 5 | 7 |
| -10.50% | Jun 2011 | Sep 2011 | 4 | Jan 2012 | 4 | 8 |
| -10.43% | Jul 1998 | Aug 1998 | 2 | Dec 1998 | 4 | 6 |
| -10.14% | Jul 1990 | Oct 1990 | 4 | Jan 1991 | 3 | 7 |
| -9.71% | Feb 1980 | Mar 1980 | 2 | Jun 1980 | 3 | 5 |
| -8.78% | Sep 1979 | Oct 1979 | 2 | Jan 1980 | 3 | 5 |
| -8.70% | Oct 1993 | Nov 1994 | 14 | May 1995 | 6 | 20 |
| -8.59% | Jul 1981 | Sep 1981 | 3 | Nov 1981 | 2 | 5 |
| -8.26% | Apr 2002 | Oct 2002 | 7 | May 2003 | 7 | 14 |
| -7.57% | Sep 2018 | Dec 2018 | 4 | Feb 2019 | 2 | 6 |
| -7.13% | Sep 1978 | Oct 1978 | 2 | Jan 1979 | 3 | 5 |
| -6.69% | Apr 2004 | Apr 2004 | 1 | Aug 2004 | 4 | 5 |
| -5.69% | Apr 2015 | Aug 2015 | 5 | Mar 2016 | 7 | 12 |
| -5.37% | Dec 1981 | Mar 1982 | 4 | Aug 1982 | 5 | 9 |
| -5.08% | Feb 2001 | Mar 2001 | 2 | Jun 2001 | 3 | 5 |
| -4.84% | Aug 2016 | Oct 2016 | 3 | Feb 2017 | 4 | 7 |
Rolling Returns ( more details)
Roger Gibson Talmud Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
10.65 |
50.65 Jul 1982 - Jun 1983 |
-34.12 Mar 2008 - Feb 2009 |
15.97% |
| 2 Years |
10.41 |
34.84 Mar 2009 - Feb 2011 |
-21.88 Mar 2007 - Feb 2009 |
7.55% |
| 3 Years |
10.47 |
25.91 Jul 1982 - Jun 1985 |
-10.82 Mar 2006 - Feb 2009 |
6.13% |
| 5 Years |
10.57 |
22.84 Aug 1982 - Jul 1987 |
-2.47 Mar 2004 - Feb 2009 |
0.55% |
| 7 Years |
10.62 |
19.85 Apr 1980 - Mar 1987 |
1.35 Mar 2002 - Feb 2009 |
0.00% |
| 10 Years |
10.67 |
16.67 Jun 1976 - May 1986 |
2.98 Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
10.49 |
15.71 Oct 1974 - Sep 1989 |
5.75 Mar 1994 - Feb 2009 |
0.00% |
| 20 Years |
10.47 |
14.06 Mar 1978 - Feb 1998 |
7.05 Apr 2000 - 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 Roger Gibson Talmud Portfolio: Rolling Returns page.
Seasonality
Roger Gibson Talmud Portfolio: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
1.28 67% |
0.30 65% |
0.96 73% |
1.21 71% |
0.57 63% |
0.88 71% |
0.98 68% |
0.51 62% |
0.13 56% |
0.29 58% |
1.10 70% |
1.63 80% |
| Best Year |
9.6 1975 |
4.1 1986 |
6.0 2016 |
12.2 2009 |
5.2 1980 |
5.4 1979 |
6.5 2009 |
6.7 1982 |
5.5 1997 |
8.8 1982 |
7.4 2020 |
7.0 2008 |
| Worst Year |
-9.2 2009 |
-10.0 2009 |
-11.2 2020 |
-6.7 2004 |
-4.2 2010 |
-6.3 2008 |
-4.8 1974 |
-7.8 1998 |
-5.9 2011 |
-17.5 2008 |
-8.2 1973 |
-5.2 2018 |
Statistics calculated for the period Jan 1972 - Jun 2022
Monthly/Yearly Returns
Roger Gibson Talmud Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
405 Positive Months (67%) - 201 Negative Months (33%)
Jan 1972 - Jun 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-17.40 | -20.62 | -5.5 | -2.3 | 2.1 | -5.7 | -1.4 | -5.7 | ||||||
| 2021 |
+21.44 | +13.40 | -0.4 | 1.7 | 2.6 | 4.7 | 0.5 | 2.1 | 2.5 | 1.7 | -3.9 | 4.9 | -1.2 | 4.8 |
| 2020 |
+8.02 | +6.66 | 1.0 | -4.4 | -11.2 | 7.8 | 2.5 | 1.7 | 3.5 | 2.2 | -2.1 | -1.8 | 7.4 | 2.6 |
| 2019 |
+22.79 | +20.08 | 7.2 | 1.4 | 2.5 | 1.3 | -1.7 | 3.3 | 1.1 | 1.4 | 1.1 | 1.2 | 0.8 | 1.2 |
| 2018 |
-3.78 | -5.59 | -0.1 | -4.1 | 0.7 | 0.1 | 2.3 | 1.6 | 1.3 | 2.3 | -1.0 | -3.9 | 2.4 | -5.2 |
| 2017 |
+9.90 | +7.61 | 0.6 | 2.6 | -0.8 | 0.7 | 0.3 | 1.1 | 1.2 | 0.2 | 0.7 | 0.4 | 1.9 | 0.5 |
| 2016 |
+7.99 | +5.82 | -2.7 | 0.2 | 6.0 | -0.5 | 1.3 | 3.1 | 3.0 | -1.4 | -0.5 | -3.0 | 0.1 | 2.4 |
| 2015 |
+1.11 | +0.47 | 2.2 | 0.1 | 0.4 | -1.9 | 0.2 | -2.5 | 2.7 | -4.2 | 0.3 | 4.5 | -0.1 | -0.2 |
| 2014 |
+16.24 | +15.49 | 0.9 | 3.5 | 0.3 | 1.4 | 1.9 | 1.3 | -0.7 | 2.8 | -3.0 | 4.6 | 1.8 | 0.7 |
| 2013 |
+11.22 | +9.56 | 2.8 | 1.0 | 2.3 | 3.2 | -1.8 | -1.7 | 2.5 | -3.7 | 2.9 | 3.3 | -0.8 | 0.9 |
| 2012 |
+12.41 | +10.47 | 4.0 | 1.0 | 2.6 | 1.1 | -3.4 | 3.3 | 1.4 | 0.9 | 0.3 | -1.0 | 0.3 | 1.4 |
| 2011 |
+5.83 | +2.69 | 1.8 | 2.9 | -0.5 | 3.4 | 0.5 | -1.9 | 0.3 | -3.4 | -5.9 | 8.2 | -1.4 | 2.3 |
| 2010 |
+17.33 | +15.67 | -2.6 | 3.1 | 5.4 | 3.5 | -4.2 | -3.2 | 5.8 | -1.4 | 4.4 | 3.1 | -0.7 | 3.6 |
| 2009 |
+20.87 | +17.56 | -9.2 | -10.0 | 4.2 | 12.2 | 2.9 | -0.7 | 6.5 | 6.2 | 4.0 | -2.4 | 4.6 | 3.1 |
| 2008 |
-22.37 | -22.36 | -1.9 | -1.8 | 2.0 | 3.6 | 0.2 | -6.3 | 0.9 | 1.6 | -3.0 | -17.5 | -7.4 | 7.0 |
| 2007 |
-1.40 | -5.29 | 3.5 | -1.0 | -0.3 | 1.5 | 0.9 | -3.7 | -3.5 | 3.0 | 2.8 | 1.6 | -3.9 | -1.8 |
| 2006 |
+18.42 | +15.50 | 3.6 | 0.8 | 2.0 | -1.0 | -2.1 | 1.8 | 1.8 | 2.5 | 1.7 | 3.6 | 2.9 | -0.5 |
| 2005 |
+6.88 | +3.43 | -3.5 | 1.5 | -1.4 | 1.6 | 2.8 | 2.0 | 3.5 | -1.4 | 0.4 | -2.0 | 3.1 | 0.3 |
| 2004 |
+15.93 | +12.18 | 2.6 | 1.4 | 1.8 | -6.7 | 2.6 | 1.8 | -0.7 | 3.3 | 0.5 | 2.8 | 2.8 | 3.2 |
| 2003 |
+23.46 | +21.00 | -1.8 | 0.5 | 0.9 | 4.4 | 4.4 | 1.3 | 1.5 | 1.2 | 1.6 | 2.3 | 2.1 | 2.8 |
| 2002 |
-2.82 | -5.17 | -0.1 | 0.4 | 2.8 | -0.7 | 0.3 | -1.0 | -4.2 | 0.9 | -3.6 | -0.1 | 3.2 | -0.4 |
| 2001 |
+3.27 | +1.64 | 2.0 | -3.5 | -1.7 | 3.1 | 1.3 | 1.7 | -0.5 | -0.2 | -3.7 | 0.1 | 3.6 | 1.2 |
| 2000 |
+9.05 | +5.43 | -1.2 | 0.7 | 3.5 | 0.3 | -0.8 | 3.0 | 2.8 | 1.1 | -0.2 | -2.2 | -1.8 | 3.7 |
| 1999 |
+6.34 | +3.57 | 0.7 | -2.4 | 1.4 | 4.8 | -0.3 | 0.9 | -2.2 | -0.7 | -1.8 | 1.6 | 0.8 | 3.6 |
| 1998 |
+5.18 | +3.51 | 0.2 | 1.9 | 2.7 | -0.5 | -0.9 | 1.5 | -2.9 | -7.8 | 4.7 | 1.9 | 2.9 | 2.1 |
| 1997 |
+19.74 | +17.74 | 2.0 | -0.1 | -1.7 | 1.0 | 3.7 | 3.6 | 4.6 | -1.9 | 5.5 | -1.7 | 1.9 | 1.8 |
| 1996 |
+19.46 | +15.56 | 1.4 | 0.4 | 0.2 | 0.6 | 1.6 | 0.7 | -1.6 | 2.2 | 3.1 | 2.0 | 4.4 | 3.0 |
| 1995 |
+22.03 | +19.02 | 0.4 | 2.6 | 1.1 | 1.2 | 3.8 | 1.9 | 1.7 | 1.0 | 2.2 | -0.9 | 2.4 | 2.8 |
| 1994 |
-3.74 | -6.18 | 2.2 | -1.5 | -4.1 | -0.1 | 0.1 | -1.8 | 1.7 | 2.1 | -2.2 | -0.8 | -2.4 | 3.1 |
| 1993 |
+13.33 | +10.23 | 3.1 | 2.6 | 3.9 | -2.3 | 0.4 | 1.9 | 0.7 | 2.7 | 1.9 | -0.1 | -2.8 | 0.7 |
| 1992 |
+10.28 | +7.10 | 1.2 | -0.2 | -1.5 | 0.6 | 2.2 | -0.6 | 3.4 | -0.2 | 1.5 | -0.1 | 2.1 | 1.7 |
| 1991 |
+27.78 | +24.08 | 5.7 | 3.2 | 4.2 | 1.3 | 1.9 | -2.6 | 2.8 | 1.4 | 1.1 | 0.5 | -1.3 | 7.0 |
| 1990 |
-4.26 | -9.89 | -4.4 | 0.5 | 1.2 | -1.8 | 3.8 | 0.9 | -0.2 | -5.7 | -3.6 | -0.8 | 5.0 | 1.4 |
| 1989 |
+16.87 | +11.69 | 3.2 | -0.9 | 1.0 | 3.2 | 2.5 | 1.5 | 4.6 | 0.6 | -0.2 | -1.1 | 0.7 | 0.8 |
| 1988 |
+12.71 | +7.95 | 4.3 | 3.4 | -0.7 | 0.4 | -0.8 | 3.7 | 0.0 | -1.1 | 2.1 | 0.9 | -1.5 | 1.4 |
| 1987 |
+0.17 | -3.99 | 6.6 | 3.0 | 0.7 | -1.9 | -0.2 | 2.9 | 1.7 | 0.4 | -1.7 | -12.7 | -1.6 | 4.3 |
| 1986 |
+16.28 | +14.92 | 1.9 | 4.1 | 5.4 | -0.1 | 0.4 | 3.1 | -1.8 | 4.3 | -3.6 | 2.8 | 0.6 | -1.6 |
| 1985 |
+24.20 | +19.66 | 5.4 | 0.9 | 1.0 | 1.0 | 4.8 | 1.6 | 0.5 | -0.5 | -1.8 | 3.0 | 2.9 | 3.4 |
| 1984 |
+12.71 | +8.33 | 1.4 | -1.2 | 0.1 | 0.6 | -3.4 | 1.1 | 0.2 | 5.3 | 3.1 | 2.2 | 1.1 | 1.9 |
| 1983 |
+19.51 | +15.15 | 2.7 | 1.7 | 4.0 | 5.5 | 0.4 | 2.0 | -2.6 | 0.1 | 1.1 | 0.2 | 2.1 | 1.0 |
| 1982 |
+24.41 | +19.83 | -0.9 | -1.7 | -0.7 | 3.3 | -0.3 | -2.7 | 1.1 | 6.7 | 3.7 | 8.8 | 3.4 | 2.0 |
| 1981 |
+3.76 | -4.73 | -0.6 | 0.0 | 3.2 | -0.7 | 1.2 | 0.6 | -1.1 | -3.7 | -4.0 | 5.8 | 5.6 | -2.1 |
| 1980 |
+20.13 | +6.93 | 4.0 | -1.9 | -8.0 | 5.1 | 5.2 | 4.3 | 4.4 | 0.2 | 0.5 | 3.6 | 2.9 | -1.0 |
| 1979 |
+21.82 | +7.56 | 3.7 | -0.4 | 5.0 | 0.6 | -0.2 | 5.4 | 1.9 | 6.5 | -0.7 | -8.1 | 4.6 | 2.5 |
| 1978 |
+6.65 | -2.15 | -2.7 | 0.2 | 2.8 | 3.9 | -0.3 | -0.7 | 3.3 | 3.2 | -0.1 | -7.0 | 2.8 | 1.6 |
| 1977 |
+6.70 | +0.02 | -0.1 | -0.2 | 0.2 | 0.9 | 0.0 | 3.6 | -0.6 | -0.1 | 0.2 | -1.5 | 3.3 | 0.9 |
| 1976 |
+29.26 | +23.06 | 9.1 | 2.1 | 1.3 | 0.6 | -1.7 | 3.4 | 1.0 | 1.8 | 1.5 | 0.2 | 2.5 | 4.5 |
| 1975 |
+21.49 | +13.41 | 9.6 | 3.3 | 1.8 | 2.1 | 2.4 | 4.0 | -3.0 | -1.3 | -3.7 | 2.4 | 1.6 | 1.0 |
| 1974 |
-14.51 | -23.74 | 1.7 | 1.6 | -2.2 | -3.9 | -3.3 | -0.3 | -4.8 | -5.1 | -2.2 | 6.4 | -2.1 | -0.7 |
| 1973 |
-9.74 | -17.15 | -0.5 | -3.5 | 0.6 | -2.9 | -1.5 | 0.5 | 1.7 | -1.4 | 4.9 | 0.4 | -8.2 | 0.4 |
| 1972 |
+9.45 | +5.85 | 0.7 | 1.9 | -0.2 | 1.9 | -2.3 | 2.2 | 2.0 | 0.6 | 1.3 | -0.4 | 1.5 | -0.1 |
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:
- VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
- VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
- BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
Portfolio efficiency
Is the Roger Gibson Talmud Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Roger Gibson Talmud Portfolio is classified as High Risk.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
At least 75%
| High Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+7.62%
(+5.08%) |
Average : 2.4 / 5
|
Good : 3.2 / 5
|
| Standard Deviation over 25 Years |
10.90% |
Average : 2.1 / 5
|
Good : 3.2 / 5
|
| Maximum Drawdown over 25 Years |
-40.17% |
Poor : 1 / 5
|
Average : 2.4 / 5
|
| Easy to manage | 3 ETFs |
Good : 4 / 5
|
Good : 4 / 5
|
| Rating assigned considering all the High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Similar portfolios
These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.
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5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Talmud Portfolio 2x Leveraged Roger Gibson |
+0.67 | +8.08 | -32.60 | 66.7 | 33.3 | 0 | ||
|
Talmud Portfolio Roger Gibson |
+0.46 | +6.11 | -17.40 | 66.7 | 33.3 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Best Classic Portfolios, with High Risk
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Simple Path to Wealth JL Collins |
+0.42 | +8.84 | -38.53 | 75 | 25 | 0 | ||
|
Yale Endowment David Swensen |
+0.17 | +8.66 | -39.48 | 70 | 30 | 0 | ||
|
Late Sixties and Beyond Burton Malkiel |
-0.38 | +8.59 | -41.80 | 71 | 29 | 0 | ||
|
Talmud Portfolio Roger Gibson |
+0.46 | +8.56 | -40.17 | 66.7 | 33.3 | 0 | ||
|
Lazy Portfolio David Swensen |
-0.06 | +8.28 | -40.89 | 70 | 30 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.