Last Update: 31 March 2020

The JL Collins Simple Path to Wealth Portfolio is exposed for 75% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 2 ETFs.

In the last 10 years, the portfolio obtained a 8.75% compound annual return, with a 10.22% standard deviation.

Asset Allocation and ETFs

The JL Collins Simple Path to Wealth Portfolio has the following asset allocation:

75% Stocks
25% Fixed Income
0% Commodities

The JL Collins Simple Path to Wealth Portfolio can be replicated 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 assuming a rebalancing of the components at the beginning of each year (i.e. at every January 1st).

JL COLLINS SIMPLE PATH TO WEALTH PORTFOLIO RETURNS (%)
Last Update: 31 March 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
JL Collins Simple Path to Wealth Portfolio -10.50 -15.08 -9.21 -4.42 +4.53 +5.37 +8.75
Components
VTI - Vanguard Total Stock Market -13.91 -20.84 -13.76 -9.27 +3.99 +5.77 +10.15
BND - Vanguard Total Bond Market -1.43 +2.20 +2.40 +8.01 +4.52 +3.14 +3.66
(*) annualized

Historical Returns

JL Collins Simple Path to Wealth 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).

JL COLLINS SIMPLE PATH TO WEALTH PORTFOLIO
Last Update: 31 March 2020
Swipe left to see all data
Period Returns
Mar 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-10.50%
-10.50%
Mar 2020 - Mar 2020
0 - 1
3M
-15.08%
-15.47%
Feb 2020 - Mar 2020
1 - 2
6M
-9.21%
-15.47%
Feb 2020 - Mar 2020
4 - 2
YTD
-15.08%
-15.47%
Feb 2020 - Mar 2020
1 - 2
1Y
-4.42%
14.91%
-15.47%
Feb 2020 - Mar 2020
8 - 4
3Y
+4.53%
annualized
11.72%
-15.47%
Feb 2020 - Mar 2020
28 - 8
5Y
+5.37%
annualized
10.54%
-15.47%
Feb 2020 - Mar 2020
46 - 14
10Y
+8.75%
annualized
10.22%
-15.47%
Feb 2020 - Mar 2020
86 - 34
MAX
01 Jan 1987
+8.95%
annualized
11.48%
-38.54%
Nov 2007 - Feb 2009
265 - 134

* Annualized St.Dev. of monthly returns

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

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+8.75% 2 75 25 0
Stocks/Bonds 60/40
+7.84% 2 60 40 0
Talmud Portfolio
Roger Gibson
+7.56% 3 66.67 33.33 0
Yale Endowment
David Swensen
+7.51% 6 70 30 0
Golden Butterfly
+6.89% 5 40 40 20

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

JL Collins Simple Path to Wealth Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.84% +42.77%
Mar 2009 - Feb 2010
-32.25%
Mar 2008 - Feb 2009
18.30%
2 Years
+9.66% +30.60%
Mar 2009 - Feb 2011
-18.16%
Mar 2007 - Feb 2009
12.50%
3 Years
+9.52% +25.25%
Apr 1995 - Mar 1998
-9.99%
Apr 2000 - Mar 2003
12.91%
5 Years
+9.35% +22.05%
Jan 1995 - Dec 1999
-3.08%
Mar 2004 - Feb 2009
1.47%
7 Years
+9.20% +17.50%
Oct 1990 - Sep 1997
-0.47%
Mar 2002 - Feb 2009
0.32%
10 Years
+8.88% +16.22%
Oct 1990 - Sep 2000
+0.03%
Mar 1999 - Feb 2009
0.00%
15 Years
+8.12% +11.69%
Jan 1987 - Dec 2001
+5.00%
Sep 2000 - Aug 2015
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
2020
-15.08% 0.5 -5.6 -10.5
2019
+25.21% 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% 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% 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% -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% -1.5 3.9 -0.7 0.4 0.9 -1.5 1.5 -4.7 -2.0 5.8 0.4 -1.7
2014
+10.86% -2.0 3.7 0.3 0.3 1.8 2.0 -1.6 3.4 -1.7 2.3 2.1 0.0
2013
+24.56% 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% 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% 1.6 2.9 0.3 2.6 -0.5 -1.5 -1.3 -4.2 -5.4 8.2 -0.3 1.0
2010
+14.62% -2.4 2.6 4.7 1.9 -5.7 -4.0 5.4 -3.1 6.9 3.1 0.2 5.0
2009
+22.58% -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% -4.3 -1.8 -0.6 3.5 1.2 -6.0 -0.5 1.3 -6.9 -13.2 -4.1 3.0
2007
+5.76% 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% 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% -1.7 1.4 -1.5 -1.3 3.2 0.7 3.0 -0.5 0.3 -2.0 3.6 0.3
2004
+10.65% 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% -2.1 -0.8 0.5 6.6 4.9 1.2 1.0 2.0 -0.2 4.5 1.2 3.3
2002
-13.29% -0.5 -1.1 2.4 -2.9 -0.8 -5.0 -5.9 1.0 -6.6 4.9 4.2 -3.0
2001
-6.12% 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% -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% 2.9 -3.3 3.1 3.6 -1.7 3.8 -2.6 -0.7 -1.6 4.9 2.6 5.8
1998
+19.59% 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% 4.2 -0.1 -3.6 3.8 5.6 3.6 6.7 -3.1 4.8 -2.4 2.7 1.6
1996
+16.62% 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% 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% 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% 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% -0.4 1.1 -1.9 1.2 0.9 -1.1 3.4 -1.3 1.1 0.6 3.1 1.7
1991
+28.11% 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% -5.7 1.4 1.9 -2.4 7.3 0.0 -0.5 -7.0 -3.6 -0.5 5.2 2.5
1989
+24.50% 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% 4.1 4.2 -1.4 0.7 -0.3 4.4 -0.6 -2.1 3.4 1.6 -1.4 1.6
1987
+2.34% 10.0 3.8 1.6 -1.9 0.3 3.6 3.6 2.9 -2.1 -17.3 -5.3 5.8

* 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

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

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