Last Update: 31 July 2020

The Ted Aronson Family Taxable Portfolio is exposed for 70% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 11 ETFs.

In the last 10 years, the portfolio obtained a 8.41% compound annual return, with a 9.84% standard deviation.

In 2019, the portfolio granted a 2.63% dividend yield. If you are interested in getting periodic income, please refer to the Ted Aronson Family Taxable Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Ted Aronson Family Taxable Portfolio has the following asset allocation:

70% Stocks
30% Fixed Income
0% Commodities

The Ted Aronson Family Taxable Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
15.00 % VPL Vanguard FTSE Pacific Equity, Developed Asia Pacific, Large Cap
15.00 % VV Vanguard Large-Cap Equity, U.S., Large Cap
10.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
10.00 % IJR iShares Core S&P Small-Cap Equity, U.S., Small Cap
5.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
5.00 % IJT iShares S&P Small-Cap 600 Growth Equity, U.S., Small Cap, Growth
5.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
5.00 % VGK Vanguard FTSE Europe Equity, Developed Europe, Large Cap
15.00 % TIP iShares TIPS Bond Bond, U.S., All-Term
10.00 % TLT iShares 20+ Year Treasury Bond Bond, U.S., Long-Term
5.00 % HYG iShares iBoxx $ High Yield Corporate Bond Bond, U.S., Intermediate-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 Ted Aronson Family Taxable Portfolio guaranteed the following returns.

TED ARONSON FAMILY TAXABLE PORTFOLIO RETURNS (%)
Last Update: 31 July 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Ted Aronson Family Taxable Portfolio +4.14 +10.00 +0.80 +6.57 +5.80 +6.70 +8.41
Components
VPL - Vanguard FTSE Pacific +0.53 +9.51 -4.24 +0.53 +0.81 +3.73 +5.34
VV - Vanguard Large-Cap +5.98 +13.77 +3.23 +12.93 +12.35 +11.56 +13.90
EEM - iShares MSCI Emerging Markets +8.25 +18.84 +3.40 +6.45 +1.99 +5.42 +2.55
IJR - iShares Core S&P Small-Cap +4.28 +12.80 -10.80 -8.58 +1.66 +5.53 +10.97
IJS - iShares S&P Small-Cap 600 Value +2.58 +8.95 -17.23 -16.33 -2.69 +3.13 +8.97
IJT - iShares S&P Small-Cap 600 Growth +5.58 +15.94 -5.19 -1.78 +5.28 +7.33 +12.59
VTI - Vanguard Total Stock Market +5.74 +14.00 +2.15 +10.85 +11.37 +10.87 +13.59
VGK - Vanguard FTSE Europe +3.66 +14.01 -6.90 +0.05 +0.31 +1.94 +5.16
TIP - iShares TIPS Bond +2.33 +4.01 +6.24 +10.48 +5.59 +4.05 +3.65
TLT - iShares 20+ Year Treasury Bond +4.44 +2.94 +18.18 +31.13 +13.96 +9.49 +8.43
HYG - iShares iBoxx $ High Yield Corporate Bond +5.06 +7.53 +0.17 +3.33 +3.90 +4.79 +5.66
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Ted Aronson Family Taxable Portfolio: Dividend Yield page.

Historical Returns

Ted Aronson Family Taxable Portfolio - Historical returns and stats.

TED ARONSON FAMILY TAXABLE PORTFOLIO
Last Update: 31 July 2020
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Period Returns
Jul 2020		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
+4.14%
0.00%
1 - 0
3M
+10.00%
0.00%
3 - 0
6M
+0.80%
-14.63%
Feb 2020 - Mar 2020
4 - 2
YTD
-0.22%
-15.49%
Jan 2020 - Mar 2020
4 - 3
1Y
+6.57%
15.16%
-15.49%
Jan 2020 - Mar 2020
8 - 4
3Y
+5.80%
annualized
12.13%
-15.49%
Jan 2020 - Mar 2020
25 - 11
5Y
+6.70%
annualized
10.77%
-15.49%
Jan 2020 - Mar 2020
44 - 16
10Y
+8.41%
annualized
9.84%
-15.49%
Jan 2020 - Mar 2020
83 - 37
MAX
01 Jan 2001
+7.31%
annualized
11.38%
-38.47%
Nov 2007 - Feb 2009
155 - 80

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Ted Aronson Family Taxable Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
 +8.30% +45.83%
Mar 2009 - Feb 2010 		-32.59%
Mar 2008 - Feb 2009 		22.77%
2 Years
 +8.30% +31.79%
Mar 2009 - Feb 2011 		-16.95%
Mar 2007 - Feb 2009 		13.21%
3 Years
 +8.51% +22.76%
Mar 2009 - Feb 2012 		-8.72%
Mar 2006 - Feb 2009 		7.50%
5 Years
 +8.13% +17.93%
Mar 2009 - Feb 2014 		-0.47%
Mar 2004 - Feb 2009 		0.57%
7 Years
 +7.85% +12.37%
Mar 2009 - Feb 2016 		+3.09%
Mar 2002 - Feb 2009 		0.00%
10 Years
 +8.07% +11.88%
Mar 2009 - Feb 2019 		+5.51%
Feb 2006 - Jan 2016 		0.00%
15 Years
 +8.13% +10.06%
Feb 2003 - Jan 2018 		+6.44%
Apr 2005 - Mar 2020 		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
2020
 -0.22% -1.0 -4.5 -10.6 7.3 3.2 2.4 4.1
2019
 +19.91% 6.7 1.6 0.7 2.1 -4.2 5.0 0.0 -0.7 1.5 1.8 1.7 2.4
2018
 -7.55% 3.0 -3.6 0.3 -0.1 1.5 -0.4 1.9 1.4 -0.8 -7.0 1.7 -5.4
2017
 +18.03% 2.1 1.9 0.8 1.2 1.0 1.0 1.9 0.4 1.9 1.8 1.7 1.2
2016
 +11.10% -3.3 0.1 6.0 0.7 0.4 1.6 3.7 0.4 0.9 -2.3 1.4 1.3
2015
 -2.35% 0.3 3.2 -0.1 0.9 -0.3 -1.7 0.1 -5.0 -2.4 5.0 0.1 -2.2
2014
 +5.69% -2.6 3.3 0.6 0.2 2.0 2.1 -1.4 2.6 -3.7 2.8 0.2 -0.2
2013
 +16.00% 2.5 0.7 2.1 2.2 -1.7 -2.0 3.6 -2.1 4.8 2.9 1.4 0.8
2012
 +13.70% 5.1 2.5 0.4 -0.4 -4.8 3.5 0.6 1.6 1.8 -0.7 1.3 2.2
2011
 +1.62% 0.0 2.7 0.5 3.0 -0.9 -1.0 -0.2 -4.1 -5.6 7.7 -0.1 0.2
2010
 +15.27% -2.3 1.8 4.7 2.0 -5.7 -2.3 5.5 -2.1 6.7 2.4 -0.3 4.7
2009
 +22.79% -8.9 -8.1 7.9 8.6 5.9 0.4 6.9 2.0 4.4 -2.7 3.9 2.3
2008
 -23.35% -3.8 -1.0 -0.4 3.6 1.6 -5.3 -1.2 0.0 -7.2 -15.2 -3.5 8.0
2007
 +8.73% 1.0 0.2 1.2 2.1 2.3 -0.6 -1.4 1.0 3.8 3.2 -3.0 -1.2
2006
 +13.15% 4.5 -0.6 1.6 1.5 -3.9 0.1 -0.1 2.1 0.8 3.2 2.5 1.1
2005
 +11.21% -1.1 2.4 -2.4 -1.4 2.8 1.8 2.5 1.3 2.2 -2.8 3.1 2.4
2004
 +15.55% 2.0 1.9 1.8 -4.6 0.9 2.6 -2.8 1.3 2.2 2.1 4.6 3.0
2003
 +29.19% -1.7 -0.6 -0.7 5.2 5.7 2.1 1.2 3.7 1.2 5.0 1.1 4.0
2002
 -6.02% -0.6 0.2 3.7 0.9 -0.1 -4.0 -6.3 1.5 -4.6 1.6 3.6 -1.4
2001
 -4.75% 3.3 -4.6 -4.3 5.4 0.4 -1.2 -1.3 -1.7 -7.9 3.5 3.0 1.5

* 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:

VPL - Vanguard FTSE Pacific: simulated historical serie, up to December 2005

VV - Vanguard Large-Cap: simulated historical serie, up to December 2004

EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003

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

VGK - Vanguard FTSE Europe: simulated historical serie, up to December 2005

TIP - iShares TIPS Bond: simulated historical serie, up to December 2003

TLT - iShares 20+ Year Treasury Bond: simulated historical serie, up to December 2002

HYG - iShares iBoxx $ High Yield Corporate Bond: simulated historical serie, up to December 2007

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