Last Update: 30 November 2019

The Paul Farrell Second Grader's Starter Portfolio is exposed for 90% on the Stock Market .

It's a Very High Risk portfolio and it can be replicated with 3 ETFs.

In the last 10 years, the portfolio obtained a 9.98% compound annual return, with a 11.73% standard deviation.

Asset Allocation and ETFs

The Paul Farrell Second Grader's Starter Portfolio has the following asset allocation:

90% Stocks
10% Fixed Income
0% Commodities

The Paul Farrell Second Grader's Starter Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
60.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
30.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
10.00 % BND Vanguard Total Bond Market Bond, U.S., All-Term

Historical Returns

Paul Farrell Second Grader's Starter Portfolio - Historical returns and stats.

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

PAUL FARRELL SECOND GRADER'S STARTER PORTFOLIO
Last Update: 30 November 2019
Swipe left to see all data
Period Returns
Nov 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.64%
0.00%
1 - 0
3M
+6.97%
0.00%
3 - 0
6M
+11.98%
-1.74%
Aug 2019 - Aug 2019
5 - 1
YTD
+22.24%
-5.44%
May 2019 - May 2019
9 - 2
1Y
+13.78%
13.93%
-6.92%
Dec 2018 - Dec 2018
9 - 3
3Y
+11.82%
annualized
10.33%
-11.98%
Oct 2018 - Dec 2018
29 - 7
5Y
+7.99%
annualized
10.51%
-11.98%
Oct 2018 - Dec 2018
42 - 18
10Y
+9.98%
annualized
11.73%
-17.88%
May 2011 - Sep 2011
83 - 37
MAX
Dec 1986
+8.82%
annualized
13.28%
-48.52%
Nov 2007 - Feb 2009
259 - 136

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
US Stocks
+13.43% 1 100 0 0
Warren Buffett
+12.25% 2 90 10 0
Second Grader's Starter
Paul Farrell
+9.98% 3 90 10 0
Ultimate Buy and Hold Strategy
Paul Merriman
+9.87% 10 100 0 0
Core Four
Rick Ferri
+9.52% 4 80 20 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Paul Farrell Second Grader's Starter Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.21% +53.68%
Mar 2009 - Feb 2010
-41.49%
Mar 2008 - Feb 2009
20.31%
2 Years
+8.87% +36.66%
Mar 2009 - Feb 2011
-23.51%
Mar 2007 - Feb 2009
14.52%
3 Years
+8.58% +23.86%
Mar 2009 - Feb 2012
-14.58%
Apr 2000 - Mar 2003
14.72%
5 Years
+8.39% +20.30%
Mar 2009 - Feb 2014
-3.66%
Mar 2004 - Feb 2009
4.76%
7 Years
+8.30% +16.89%
Jan 1993 - Dec 1999
-0.39%
Mar 2002 - Feb 2009
0.32%
10 Years
+8.00% +14.67%
Oct 1990 - Sep 2000
-0.63%
Mar 1999 - Feb 2009
0.72%
15 Years
+7.46% +10.64%
Nov 1992 - Oct 2007
+4.25%
Mar 1994 - Feb 2009
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+22.24% 7.5 2.6 1.3 3.2 -5.4 6.2 0.4 -1.7 1.9 2.3 2.6
2018
-7.40% 4.7 -4.0 -1.3 0.4 1.1 -0.2 2.9 1.5 0.2 -7.0 1.7 -6.9
2017
+21.30% 2.4 2.7 0.9 1.4 1.6 0.7 2.2 0.4 2.0 1.9 2.0 1.4
2016
+9.42% -5.0 -0.6 6.8 1.1 0.8 0.2 3.7 0.3 0.6 -1.9 1.8 1.8
2015
-1.16% -1.4 5.0 -1.1 1.8 0.4 -2.0 1.0 -6.0 -2.9 6.7 -0.1 -2.1
2014
+6.75% -3.5 4.6 0.4 0.6 1.9 2.1 -1.7 2.9 -2.8 1.8 1.5 -1.1
2013
+24.11% 3.9 0.4 2.6 2.2 0.4 -2.1 5.0 -2.6 4.7 3.7 1.8 2.1
2012
+15.86% 5.2 4.2 1.5 -0.8 -7.1 4.4 0.8 2.4 2.6 -0.9 1.0 2.2
2011
-2.83% 1.5 3.1 0.2 3.5 -1.5 -1.5 -1.9 -6.0 -8.2 10.1 -1.0 0.1
2010
+14.62% -3.7 2.5 5.8 0.9 -7.9 -3.8 7.4 -3.7 8.7 3.5 -1.0 6.5
2009
+28.98% -8.9 -9.1 8.0 10.5 7.9 -0.4 8.0 3.2 4.4 -2.6 5.0 2.0
2008
-34.54% -5.9 -1.6 -0.5 4.6 1.5 -7.4 -1.5 -0.5 -9.2 -17.1 -6.0 4.0
2007
+8.57% 1.4 -0.8 1.5 3.6 3.1 -0.9 -2.4 0.8 4.3 3.0 -4.0 -1.1
2006
+17.83% 4.0 -0.1 2.1 2.1 -3.3 -0.0 0.4 2.3 1.5 3.4 2.7 1.7
2005
+8.70% -1.9 2.6 -2.1 -1.8 2.4 0.9 3.6 0.3 1.8 -2.5 3.6 1.7
2004
+14.35% 2.1 1.7 -0.4 -2.5 1.0 2.0 -3.1 0.5 1.9 2.1 5.0 3.5
2003
+30.95% -2.8 -1.5 -0.1 8.1 5.5 1.8 2.1 2.3 0.4 5.6 1.6 4.9
2002
-15.98% -1.8 -0.7 3.7 -2.4 -0.4 -5.3 -7.8 0.6 -8.9 5.9 4.9 -3.7
2001
-11.78% 2.8 -7.9 -6.1 7.1 -0.4 -2.0 -1.5 -4.2 -8.3 2.6 5.3 1.4
2000
-9.89% -4.4 2.5 4.6 -4.8 -2.9 4.1 -2.4 4.9 -4.2 -2.0 -7.1 2.3
1999
+23.19% 2.1 -3.1 3.9 4.4 -2.8 4.4 -1.3 -0.5 -1.1 4.9 3.3 7.4
1998
+19.50% 1.3 6.5 4.1 0.9 -2.0 2.1 -1.1 -13.4 3.5 7.6 5.4 4.9
1997
+19.31% 2.6 0.5 -2.9 2.9 6.3 4.4 5.5 -4.8 5.3 -4.5 1.9 1.4
1996
+14.34% 1.8 0.9 1.2 2.6 1.2 -0.3 -4.2 1.9 4.1 0.7 5.3 -1.4
1995
+24.48% 0.3 1.2 3.5 2.7 2.0 1.5 4.0 -0.1 2.8 -1.3 3.5 2.1
1994
+2.56% 5.0 -1.4 -3.8 1.5 0.5 -1.0 2.1 3.1 -2.1 1.8 -3.9 1.1
1993
+16.32% 0.8 1.5 4.6 1.7 2.9 -0.6 1.3 4.0 -1.0 1.4 -4.2 3.1
1992
+1.74% -0.9 -0.3 -3.6 0.7 2.4 -2.3 1.7 0.6 0.0 -0.9 2.9 1.4
1991
+23.80% 3.6 7.5 0.4 0.8 2.4 -4.7 4.3 1.0 1.1 1.7 -3.8 8.0
1990
-10.22% -5.5 -1.0 -1.5 -2.6 8.9 -0.3 0.1 -8.6 -6.9 3.7 1.9 2.4
1989
+22.09% 4.7 -1.0 0.6 3.5 1.3 -0.5 8.3 0.2 1.3 -2.6 2.3 2.3
1988
+18.82% 4.0 5.2 0.9 1.2 -0.9 2.2 0.1 -3.5 3.3 3.0 1.0 1.1
1987
+10.87% 11.3 3.7 4.7 2.2 0.4 1.5 2.5 4.9 -1.8 -17.2 -3.8 4.8

* 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:

VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001

VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007

BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007

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