Data Source: from June 1991 to September 2021

Last Update: 30 September 2021

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 10.17% compound annual return, with a 9.72% standard deviation.

In the last 25 years, a 8.23% compound annual return, with a 11.51% standard deviation.

In 2020, the portfolio granted a 1.80% 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 % IJT iShares S&P Small-Cap 600 Growth Equity, U.S., Small Cap, Growth
5.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
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: 30 September 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Ted Aronson Family Taxable Portfolio -2.70 -1.42 +3.34 +22.21 +9.85 +10.15 +10.17 +8.99 +8.23
Components
VPL
Vanguard FTSE Pacific
-0.88 -1.11 +0.27 +21.93 +7.20 +8.78 +8.32 +6.65 +3.29
VV
Vanguard Large-Cap
-4.71 +0.39 +9.10 +30.17 +16.63 +17.28 +16.75 +9.70 +9.80
EEM
iShares MSCI Emerging Markets
-3.87 -8.65 -5.14 +15.96 +7.76 +8.29 +5.81 +10.20 +6.12
IJR
iShares Core S&P Small-Cap
-2.39 -2.92 +1.29 +57.36 +9.37 +13.54 +15.66 +11.40 +10.36
IJT
iShares S&P Small-Cap 600 Growth
-3.52 -1.68 +1.79 +48.48 +9.83 +14.68 +16.08 +11.83 +10.02
IJS
iShares S&P Small-Cap 600 Value
-1.46 -4.03 +0.66 +66.24 +8.16 +11.74 +14.78 +10.60 +10.64
VTI
Vanguard Total Stock Market
-4.46 -0.03 +8.10 +32.16 +16.05 +16.88 +16.60 +10.07 +9.79
VGK
Vanguard FTSE Europe
-5.38 -1.88 +5.90 +29.41 +8.66 +9.50 +8.83 +6.74 +6.67
TIP
iShares TIPS Bond
-0.78 +1.71 +4.97 +4.88 +7.23 +4.13 +2.97 +4.99 +5.88
TLT
iShares 20+ Year Treasury Bond
-2.91 +0.36 +7.41 -10.30 +9.25 +3.19 +4.33 +6.48 +7.06
HYG
iShares iBoxx $ High Yield Corporate Bond
-0.37 +0.34 +2.36 +8.92 +5.46 +5.16 +6.23 +5.97 +5.65
(*) 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: 30 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.70%
-2.70%
Sep 2021 - Sep 2021
0 - 1
3M
-1.42%
-2.70%
Sep 2021 - Sep 2021
1 - 2
6M
+3.34%
-2.70%
Sep 2021 - Sep 2021
4 - 2
YTD
+7.73%
-2.70%
Sep 2021 - Sep 2021
7 - 2
1Y
+22.21%
9.92%
-2.70%
Sep 2021 - Sep 2021
9 - 3
3Y
+9.85%
annualized
13.29%
-15.49%
Jan 2020 - Mar 2020
25 - 11
5Y
+10.15%
annualized
10.75%
-15.49%
Jan 2020 - Mar 2020
44 - 16
10Y
+10.17%
annualized
9.72%
-15.49%
Jan 2020 - Mar 2020
86 - 34
20Y
+8.99%
annualized
11.16%
-38.47%
Nov 2007 - Feb 2009
162 - 78
25Y
+8.23%
annualized
11.51%
-38.47%
Nov 2007 - Feb 2009
198 - 102
MAX
01 Jun 1991
+9.05%
annualized
11.16%
-38.47%
Nov 2007 - Feb 2009
243 - 121
* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with High Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Yale Endowment
David Swensen
+8.94% -39.46% 70 30 0 Compare
Simple Path to Wealth
JL Collins
+8.92% -38.54% 75 25 0 Compare
Talmud Portfolio
Roger Gibson
+8.85% -40.18% 66.67 33.33 0 Compare
Late Sixties and Beyond
Burton Malkiel
+8.64% -41.80% 71 29 0 Compare
Lazy Portfolio
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+8.43% -40.88% 70 30 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Ted Aronson Family Taxable Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.63% +45.83%
Mar 2009 - Feb 2010
-32.59%
Mar 2008 - Feb 2009
19.83%
2 Years
+8.96% +31.79%
Mar 2009 - Feb 2011
-16.95%
Mar 2007 - Feb 2009
12.61%
3 Years
+8.60% +22.76%
Mar 2009 - Feb 2012
-8.72%
Mar 2006 - Feb 2009
8.81%
5 Years
+8.45% +17.93%
Mar 2009 - Feb 2014
-0.47%
Mar 2004 - Feb 2009
0.33%
7 Years
+8.22% +13.74%
Jan 1993 - Dec 1999
+3.09%
Mar 2002 - Feb 2009
0.00%
10 Years
+8.03% +11.88%
Mar 2009 - Feb 2019
+3.57%
Mar 1999 - Feb 2009
0.00%
15 Years
+8.05% +10.89%
Nov 1992 - Oct 2007
+5.25%
Mar 1994 - Feb 2009
0.00%
20 Years
+8.02% +9.42%
Jul 1991 - Jun 2011
+5.92%
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 Ted Aronson Family Taxable Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Ted Aronson Family Taxable Portfolio Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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 %
0.47
63%
0.24
63%
0.66
70%
1.85
80%
0.50
63%
0.42
58%
0.86
58%
0.26
68%
0.21
61%
0.64
63%
1.21
73%
2.05
80%
Best
Year
6.7
2019
4.9
1998
7.9
2009
8.6
2009
6.0
1997
5.0
2019
6.9
2009
4.4
2000
6.7
2010
7.7
2011
9.4
2020
9.9
1991
Worst
Year
-8.9
2009
-8.1
2009
-10.6
2020
-4.6
2004
-5.7
2010
-5.3
2008
-6.3
2002
-11.0
1998
-7.9
2001
-15.2
2008
-4.7
2000
-5.4
2018
Statistics calculated for the period Jun 1991 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Ted Aronson Family Taxable Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+7.73% 1.0 1.8 1.4 2.3 1.3 1.1 -0.1 1.4 -2.7
2020
+14.59% -1.0 -4.5 -10.6 7.3 3.2 2.4 4.1 3.1 -1.8 -0.8 9.4 4.6
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
2000
-3.43% -2.9 3.8 2.3 -3.5 -2.9 4.6 -2.5 4.4 -3.2 -1.6 -4.7 3.4
1999
+21.96% 0.9 -3.5 4.3 5.4 -2.2 4.3 -0.2 -1.3 0.5 2.6 3.4 6.3
1998
+8.20% 0.6 4.9 1.9 0.2 -3.2 0.5 -1.8 -11.0 3.9 6.0 4.3 2.8
1997
+11.05% 0.9 0.4 -3.1 1.9 6.0 4.0 4.1 -4.4 4.4 -4.5 0.5 1.0
1996
+9.90% 1.8 -0.4 0.9 2.2 0.9 -0.3 -4.2 1.6 3.6 0.3 4.3 -1.0
1995
+22.30% -1.0 2.1 2.4 2.9 3.1 1.2 3.3 0.1 2.0 -1.5 3.1 2.7
1994
-1.76% 4.6 -2.7 -5.5 1.5 0.4 -1.0 2.1 3.3 -2.2 1.1 -3.5 0.7
1993
+27.27% 3.0 1.5 4.4 2.3 1.6 1.8 2.2 4.2 -0.3 3.2 -4.1 5.1
1992
+4.09% 0.0 -0.3 -2.8 0.0 4.0 -3.4 3.0 0.2 0.3 -0.6 2.6 1.3

* 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
  • IJR - iShares Core S&P Small-Cap: simulated historical serie, up to December 2000
  • IJT - iShares S&P Small-Cap 600 Growth: simulated historical serie, up to December 2000
  • IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000
  • 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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