The JL Collins Simple Path to Wealth Portfolio is a High Risk portfolio and can be implemented with 2 ETFs.
It's exposed for 75% on the Stock Market.
In the last 30 Years, the JL Collins Simple Path to Wealth Portfolio obtained a 8.84% compound annual return, with a 11.28% standard deviation.
Asset Allocation and ETFs
The JL Collins Simple Path to Wealth Portfolio has the following asset allocation:
The JL Collins Simple Path to Wealth Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
75.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
25.00 % | BND | Vanguard Total Bond Market | Bond, U.S., All-Term |
Portfolio and ETF Returns
The JL Collins Simple Path to Wealth Portfolio guaranteed the following returns.
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
Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
---|---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
JL Collins Simple Path to Wealth Portfolio | -0.09 | 0.90 | -6.51 | -18.58 | -12.83 | 8.32 | 9.90 | 8.84 | |
US Inflation Adjusted return | -6.51 | -21.75 | -18.97 | 4.55 | 7.26 | 6.22 | |||
Components | |||||||||
VTI Vanguard Total Stock Market |
-0.20 |
02:59PM Jul 05 2022 |
0.85 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
BND Vanguard Total Bond Market |
0.23 |
02:59PM Jul 05 2022 |
1.03 | -1.66 | -10.35 | -10.42 | 0.84 | 1.40 | 4.63 |
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%
Portfolio Dividends
In 2021, the JL Collins Simple Path to Wealth Portfolio granted a 1.65% dividend yield. If you are interested in getting periodic income, please refer to the JL Collins Simple Path to Wealth Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of JL Collins Simple Path to Wealth Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jun 2022
|
-6.51
|
-6.51
|
-6.51
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-13.82
|
-14.94
|
-13.82
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-18.58
|
-21.75
|
-18.58
Jan 2022 - Jun 2022
|
2 - 4
|
|
YTD
|
-18.58
|
-21.75
|
-18.58
Jan 2022 - Jun 2022
|
2 - 4
|
|
1Y
|
-12.83
|
-18.97
|
13.48
|
-18.58
Jan 2022 - Jun 2022
|
6 - 6
50% pos
|
3Y(*)
|
7.25
|
2.62
|
14.64
|
-18.58
Jan 2022 - Jun 2022
|
24 - 12
67% pos
|
5Y(*)
|
8.32
|
4.55
|
13.28
|
-18.58
Jan 2022 - Jun 2022
|
43 - 17
72% pos
|
10Y(*)
|
9.90
|
7.26
|
10.76
|
-18.58
Jan 2022 - Jun 2022
|
88 - 32
73% pos
|
15Y(*)
|
7.49
|
5.07
|
12.21
|
-38.53
Nov 2007 - Feb 2009
|
122 - 58
68% pos
|
20Y(*)
|
8.15
|
5.57
|
11.36
|
-38.53
Nov 2007 - Feb 2009
|
165 - 75
69% pos
|
25Y(*)
|
7.51
|
4.96
|
11.85
|
-38.53
Nov 2007 - Feb 2009
|
197 - 103
66% pos
|
30Y(*)
|
8.84
|
6.22
|
11.28
|
-38.53
Nov 2007 - Feb 2009
|
242 - 118
67% pos
|
MAX(*)
01 Jan 1972
|
9.66
|
5.49
|
11.99
|
-38.53
Nov 2007 - Feb 2009
|
389 - 217
64% pos
|
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
The Inflation Adjusted Capital now would be 6105.82$, with a net total return of 510.58% (6.22% annualized).
The Inflation Adjusted Capital now would be 14871.05$, with a net total return of 1387.11% (5.49% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-38.53% | Nov 2007 | Feb 2009 | 16 | Dec 2010 | 22 | 38 |
-30.50% | Sep 2000 | Sep 2002 | 25 | Dec 2004 | 27 | 52 |
-18.58% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-15.46% | Feb 2020 | Mar 2020 | 2 | Jul 2020 | 4 | 6 |
-13.02% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
-12.27% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
-10.58% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
-6.83% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
-6.60% | Jun 2015 | Sep 2015 | 4 | May 2016 | 8 | 12 |
-6.51% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
-4.80% | Apr 2012 | May 2012 | 2 | Aug 2012 | 3 | 5 |
-4.79% | Jul 1999 | Sep 1999 | 3 | Nov 1999 | 2 | 5 |
-4.59% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
-4.42% | Jun 1996 | Jul 1996 | 2 | Sep 1996 | 2 | 4 |
-4.38% | Feb 2018 | Mar 2018 | 2 | Jul 2018 | 4 | 6 |
-4.25% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
-3.89% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 |
-3.72% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-3.67% | Feb 1997 | Mar 1997 | 2 | May 1997 | 2 | 4 |
-3.25% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-38.53% | Nov 2007 | Feb 2009 | 16 | Dec 2010 | 22 | 38 |
-34.54% | Jan 1973 | Sep 1974 | 21 | Jan 1976 | 16 | 37 |
-30.50% | Sep 2000 | Sep 2002 | 25 | Dec 2004 | 27 | 52 |
-23.27% | Sep 1987 | Nov 1987 | 3 | Apr 1989 | 17 | 20 |
-18.58% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-15.46% | Feb 2020 | Mar 2020 | 2 | Jul 2020 | 4 | 6 |
-13.02% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
-12.27% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
-11.23% | Jun 1990 | Oct 1990 | 5 | Feb 1991 | 4 | 9 |
-10.83% | Dec 1980 | Sep 1981 | 10 | Aug 1982 | 11 | 21 |
-10.58% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
-10.43% | Feb 1980 | Mar 1980 | 2 | May 1980 | 2 | 4 |
-9.36% | Sep 1978 | Oct 1978 | 2 | Mar 1979 | 5 | 7 |
-8.53% | Jul 1983 | May 1984 | 11 | Aug 1984 | 3 | 14 |
-7.03% | Jan 1977 | Feb 1978 | 14 | Apr 1978 | 2 | 16 |
-6.87% | Oct 1979 | Oct 1979 | 1 | Dec 1979 | 2 | 3 |
-6.83% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
-6.60% | Jun 2015 | Sep 2015 | 4 | May 2016 | 8 | 12 |
-6.51% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
-6.46% | Sep 1986 | Sep 1986 | 1 | Jan 1987 | 4 | 5 |
Rolling Returns ( more details)
JL Collins Simple Path to Wealth Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
10.83 |
56.54 Jul 1982 - Jun 1983 |
-32.25 Mar 2008 - Feb 2009 |
19.33% |
2 Years |
10.48 |
30.60 Mar 2009 - Feb 2011 |
-18.16 Mar 2007 - Feb 2009 |
11.66% |
3 Years |
10.48 |
26.68 Aug 1984 - Jul 1987 |
-9.99 Apr 2000 - Mar 2003 |
10.33% |
5 Years |
10.52 |
24.27 Aug 1982 - Jul 1987 |
-3.08 Mar 2004 - Feb 2009 |
0.91% |
7 Years |
10.54 |
19.66 Apr 1980 - Mar 1987 |
-0.47 Mar 2002 - Feb 2009 |
0.19% |
10 Years |
10.57 |
16.47 Sep 1977 - Aug 1987 |
0.03 Mar 1999 - Feb 2009 |
0.00% |
15 Years |
10.40 |
16.43 Aug 1982 - Jul 1997 |
5.00 Sep 2000 - Aug 2015 |
0.00% |
20 Years |
10.38 |
15.70 Apr 1980 - Mar 2000 |
5.35 Apr 2000 - Mar 2020 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the JL Collins Simple Path to Wealth Portfolio: Rolling Returns page.
Seasonality
JL Collins Simple Path to Wealth Portfolio: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
1.13 61% |
0.45 61% |
0.76 69% |
1.31 73% |
0.93 67% |
0.61 61% |
0.69 50% |
0.51 62% |
-0.21 54% |
0.73 64% |
1.69 74% |
1.39 76% |
Best Year |
10.7 1975 |
6.1 1986 |
6.2 2009 |
10.0 2020 |
7.2 1990 |
5.7 2019 |
6.6 1997 |
9.9 1982 |
6.9 2010 |
11.6 1974 |
9.1 2020 |
8.8 1991 |
Worst Year |
-6.6 2009 |
-7.9 2009 |
-10.5 2020 |
-7.8 2022 |
-5.7 2010 |
-6.5 2022 |
-5.9 2002 |
-11.5 1998 |
-6.9 2008 |
-17.3 1987 |
-8.6 1973 |
-6.5 2018 |
Monthly/Yearly Returns
JL Collins Simple Path to Wealth Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-18.58 | -21.75 | -5.1 | -2.1 | 1.7 | -7.8 | 0.0 | -6.5 | ||||||
2021 |
+18.79 | +10.92 | -0.5 | 2.0 | 2.5 | 4.1 | 0.4 | 2.1 | 1.6 | 2.2 | -3.7 | 5.2 | -1.1 | 2.9 |
2020 |
+17.70 | +16.21 | 0.4 | -5.5 | -10.5 | 10.0 | 4.1 | 1.9 | 4.6 | 5.0 | -2.7 | -1.6 | 9.1 | 3.6 |
2019 |
+25.21 | +22.44 | 6.7 | 2.7 | 1.5 | 3.0 | -4.6 | 5.7 | 1.1 | -1.0 | 1.2 | 1.7 | 2.9 | 2.2 |
2018 |
-3.94 | -5.74 | 3.6 | -3.1 | -1.3 | 0.1 | 2.2 | 0.5 | 2.5 | 2.8 | 0.0 | -5.9 | 1.7 | -6.5 |
2017 |
+16.80 | +14.37 | 1.4 | 2.9 | 0.0 | 1.0 | 0.9 | 0.7 | 1.5 | 0.3 | 1.8 | 1.7 | 2.3 | 1.0 |
2016 |
+10.25 | +8.03 | -4.0 | 0.2 | 5.5 | 0.6 | 1.3 | 0.7 | 3.1 | 0.1 | 0.2 | -1.9 | 2.7 | 1.6 |
2015 |
+0.41 | -0.23 | -1.5 | 3.9 | -0.7 | 0.4 | 0.9 | -1.5 | 1.5 | -4.7 | -2.0 | 5.8 | 0.4 | -1.6 |
2014 |
+10.86 | +10.14 | -2.0 | 3.7 | 0.3 | 0.2 | 1.8 | 2.0 | -1.6 | 3.4 | -1.7 | 2.2 | 2.1 | 0.0 |
2013 |
+24.56 | +22.71 | 3.9 | 1.1 | 3.0 | 1.5 | 1.4 | -1.5 | 4.6 | -2.6 | 3.3 | 3.5 | 2.1 | 2.1 |
2012 |
+13.13 | +11.17 | 4.0 | 3.2 | 2.2 | -0.2 | -4.6 | 3.1 | 1.0 | 2.1 | 2.0 | -1.4 | 0.7 | 0.8 |
2011 |
+2.71 | -0.35 | 1.6 | 2.9 | 0.3 | 2.6 | -0.5 | -1.5 | -1.3 | -4.1 | -5.4 | 8.2 | -0.3 | 1.0 |
2010 |
+14.62 | +12.99 | -2.4 | 2.6 | 4.7 | 1.9 | -5.7 | -4.0 | 5.3 | -3.1 | 6.9 | 3.1 | 0.2 | 5.0 |
2009 |
+22.58 | +19.22 | -6.6 | -7.9 | 6.2 | 8.2 | 4.3 | 0.4 | 6.2 | 3.1 | 3.4 | -2.0 | 4.7 | 1.9 |
2008 |
-26.02 | -26.00 | -4.3 | -1.8 | -0.5 | 3.5 | 1.2 | -6.0 | -0.4 | 1.3 | -6.9 | -13.2 | -4.1 | 3.0 |
2007 |
+5.76 | +1.58 | 1.4 | -0.9 | 0.8 | 3.1 | 2.6 | -1.4 | -2.5 | 1.4 | 3.1 | 1.6 | -3.0 | -0.5 |
2006 |
+12.84 | +10.06 | 2.4 | 0.3 | 1.3 | 0.7 | -2.5 | 0.1 | 0.2 | 2.1 | 1.9 | 2.9 | 2.0 | 0.8 |
2005 |
+5.33 | +1.93 | -1.7 | 1.4 | -1.5 | -1.3 | 3.1 | 0.7 | 3.0 | -0.5 | 0.3 | -2.0 | 3.6 | 0.3 |
2004 |
+10.65 | +7.07 | 2.2 | 1.3 | -0.6 | -2.3 | 1.0 | 1.7 | -2.5 | 0.5 | 1.3 | 1.6 | 3.4 | 2.8 |
2003 |
+24.06 | +21.58 | -2.1 | -0.8 | 0.5 | 6.6 | 4.8 | 1.2 | 1.0 | 2.0 | -0.2 | 4.5 | 1.2 | 3.3 |
2002 |
-13.29 | -15.39 | -0.5 | -1.1 | 2.4 | -2.9 | -0.8 | -5.0 | -5.9 | 1.0 | -6.6 | 4.8 | 4.2 | -3.0 |
2001 |
-6.12 | -7.60 | 3.3 | -6.9 | -4.8 | 5.7 | 0.9 | -1.1 | -0.7 | -4.0 | -6.1 | 2.3 | 4.8 | 1.1 |
2000 |
-5.08 | -8.24 | -3.2 | 2.2 | 4.6 | -4.0 | -2.6 | 3.8 | -1.2 | 5.7 | -3.3 | -1.4 | -6.8 | 1.8 |
1999 |
+17.67 | +14.60 | 2.9 | -3.2 | 3.1 | 3.6 | -1.7 | 3.8 | -2.6 | -0.7 | -1.6 | 4.9 | 2.6 | 5.8 |
1998 |
+19.59 | +17.70 | 0.7 | 5.5 | 3.9 | 1.0 | -1.9 | 2.9 | -1.7 | -11.5 | 5.4 | 5.4 | 4.8 | 5.0 |
1997 |
+25.61 | +23.51 | 4.2 | -0.1 | -3.6 | 3.8 | 5.6 | 3.6 | 6.6 | -3.1 | 4.8 | -2.4 | 2.7 | 1.6 |
1996 |
+16.62 | +12.81 | 2.2 | 0.8 | 0.7 | 1.7 | 2.0 | -0.4 | -4.1 | 2.3 | 4.5 | 1.6 | 5.7 | -1.2 |
1995 |
+31.38 | +28.14 | 2.1 | 3.6 | 2.2 | 2.2 | 3.6 | 2.4 | 3.0 | 1.1 | 3.0 | -0.6 | 3.5 | 1.5 |
1994 |
-0.79 | -3.30 | 2.7 | -2.1 | -3.9 | 0.5 | 0.7 | -2.1 | 2.8 | 3.3 | -1.8 | 1.2 | -2.8 | 1.1 |
1993 |
+10.39 | +7.37 | 1.2 | 0.8 | 1.9 | -1.9 | 2.3 | 0.9 | 0.0 | 3.4 | 0.1 | 1.3 | -1.5 | 1.5 |
1992 |
+8.62 | +5.49 | -0.4 | 1.1 | -1.9 | 1.2 | 0.9 | -1.1 | 3.4 | -1.3 | 1.1 | 0.5 | 3.1 | 1.7 |
1991 |
+28.11 | +24.40 | 4.0 | 5.4 | 2.4 | 0.5 | 3.2 | -3.5 | 4.0 | 2.5 | -0.5 | 1.5 | -2.8 | 8.8 |
1990 |
-2.40 | -8.14 | -5.7 | 1.4 | 1.9 | -2.3 | 7.2 | 0.0 | -0.5 | -7.0 | -3.6 | -0.5 | 5.2 | 2.5 |
1989 |
+24.50 | +18.98 | 5.2 | -1.5 | 1.7 | 4.1 | 3.6 | 0.5 | 6.3 | 1.4 | -0.1 | -1.7 | 1.4 | 1.6 |
1988 |
+14.83 | +9.97 | 4.1 | 4.2 | -1.4 | 0.7 | -0.3 | 4.4 | -0.6 | -2.1 | 3.3 | 1.6 | -1.4 | 1.6 |
1987 |
+2.34 | -1.91 | 10.0 | 3.8 | 1.6 | -1.9 | 0.3 | 3.6 | 3.6 | 2.9 | -2.1 | -17.3 | -5.3 | 5.8 |
1986 |
+14.71 | +13.36 | 0.8 | 6.1 | 5.3 | -0.5 | 3.2 | 1.7 | -4.2 | 5.6 | -6.5 | 3.9 | 1.3 | -2.2 |
1985 |
+29.02 | +24.30 | 7.4 | 0.9 | 0.1 | 0.4 | 5.6 | 1.5 | -0.1 | -0.1 | -2.9 | 3.8 | 5.7 | 3.9 |
1984 |
+5.39 | +1.30 | -0.6 | -3.1 | 0.7 | 0.2 | -4.8 | 2.0 | -0.4 | 8.5 | 0.5 | 1.1 | -0.4 | 2.1 |
1983 |
+18.30 | +13.98 | 3.1 | 2.9 | 2.4 | 6.2 | 0.6 | 3.0 | -3.0 | 0.3 | 2.0 | -2.1 | 2.6 | -0.8 |
1982 |
+23.16 | +18.62 | -1.9 | -3.4 | -0.7 | 4.0 | -1.6 | -2.2 | -0.2 | 9.9 | 2.5 | 9.9 | 4.2 | 1.6 |
1981 |
-0.76 | -8.88 | -3.0 | 0.6 | 4.1 | -1.6 | 1.7 | -0.7 | -0.8 | -4.7 | -4.5 | 6.1 | 5.6 | -2.9 |
1980 |
+25.59 | +11.78 | 4.4 | -1.6 | -8.9 | 6.5 | 5.6 | 3.4 | 4.8 | 0.6 | 2.3 | 1.1 | 8.3 | -2.2 |
1979 |
+19.52 | +5.54 | 4.2 | -2.2 | 5.2 | 0.7 | -0.6 | 4.0 | 1.0 | 4.8 | 0.2 | -6.9 | 5.8 | 2.4 |
1978 |
+6.63 | -2.17 | -4.2 | -0.7 | 2.6 | 6.2 | 1.7 | -0.9 | 4.5 | 3.4 | -0.4 | -9.0 | 3.0 | 1.1 |
1977 |
-2.26 | -8.38 | -3.4 | -1.2 | -0.5 | 0.5 | -0.6 | 4.1 | -1.2 | -0.8 | 0.1 | -3.1 | 3.6 | 0.6 |
1976 |
+23.29 | +17.38 | 9.7 | 0.6 | 2.3 | -0.6 | -1.0 | 3.8 | -0.3 | 0.3 | 2.1 | -1.2 | 1.2 | 4.7 |
1975 |
+30.20 | +21.54 | 10.7 | 4.9 | 2.2 | 3.3 | 5.0 | 4.1 | -5.0 | -1.8 | -3.1 | 5.3 | 2.4 | -0.4 |
1974 |
-19.44 | -28.13 | 0.2 | 0.3 | -2.3 | -3.8 | -2.7 | -1.8 | -5.2 | -6.2 | -6.8 | 11.6 | -2.2 | -1.4 |
1973 |
-12.52 | -19.70 | -2.1 | -3.4 | -0.5 | -3.5 | -1.6 | -0.6 | 3.1 | -1.3 | 4.7 | 0.0 | -8.6 | 1.0 |
1972 |
+13.90 | +10.15 | 1.9 | 2.6 | 0.4 | 0.8 | 1.5 | -1.7 | -0.2 | 2.7 | -0.4 | 0.8 | 4.0 | 0.9 |
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
- BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
Portfolio efficiency
Is the JL Collins Simple Path to Wealth Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The JL Collins Simple Path to Wealth Portfolio is classified as High Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
High Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+7.51%
(+4.96%) |
Average : 2.2 / 5
|
Good : 3.2 / 5
|
Standard Deviation over 25 Years |
11.85% |
Bad : 1.2 / 5
|
Average : 2.9 / 5
|
Maximum Drawdown over 25 Years |
-38.53% |
Bad : 1.6 / 5
|
Average : 2.6 / 5
|
Easy to manage | 2 ETFs |
Excellent : 4.5 / 5
|
Excellent : 4.5 / 5
|
Rating assigned considering all the High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with High Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Simple Path to Wealth JL Collins |
+0.90 | +8.84 | -38.53 | 75 | 25 | 0 | ||
Yale Endowment David Swensen |
+0.54 | +8.66 | -39.48 | 70 | 30 | 0 | ||
Late Sixties and Beyond Burton Malkiel |
+0.07 | +8.59 | -41.80 | 71 | 29 | 0 | ||
Talmud Portfolio Roger Gibson |
+0.94 | +8.56 | -40.17 | 66.7 | 33.3 | 0 | ||
Lazy Portfolio David Swensen |
+0.36 | +8.28 | -40.89 | 70 | 30 | 0 |
Last update: Jul 05 2022, 03:00PM Eastern Time.