Last Update: 31 May 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 8.04% compound annual return, with a 9.93% 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 % IJR iShares Core S&P Small-Cap Equity, U.S., Small Cap
10.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large 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

Portfolio and ETF Returns

The Ted Aronson Family Taxable Portfolio guaranteed the following returns.

TED ARONSON FAMILY TAXABLE PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Ted Aronson Family Taxable Portfolio +3.16 -1.00 -4.22 +4.92 +4.55 +5.02 +8.04
Components
VPL - Vanguard FTSE Pacific +6.05 +0.17 -8.40 +0.93 +1.22 +2.44 +5.50
VV - Vanguard Large-Cap +5.16 +3.87 -1.58 +13.37 +10.42 +9.84 +13.16
IJR - iShares Core S&P Small-Cap +4.40 -8.71 -18.37 -8.09 +0.36 +3.95 +10.00
EEM - iShares MSCI Emerging Markets +2.97 -6.89 -9.43 -4.64 -0.61 +0.51 +2.00
IJS - iShares S&P Small-Cap 600 Value +2.55 -13.30 -24.94 -14.11 -3.46 +1.41 +8.08
IJT - iShares S&P Small-Cap 600 Growth +5.77 -5.08 -12.43 -3.00 +3.53 +5.93 +11.53
VTI - Vanguard Total Stock Market +5.40 +2.65 -2.97 +11.28 +9.52 +9.14 +12.78
VGK - Vanguard FTSE Europe +5.84 -6.10 -12.46 -3.79 -1.40 +0.30 +5.60
TIP - iShares TIPS Bond +0.65 +1.88 +5.38 +8.06 +4.31 +3.27 +3.41
TLT - iShares 20+ Year Treasury Bond -1.76 +5.77 +17.58 +26.65 +12.25 +8.54 +8.43
HYG - iShares iBoxx $ High Yield Corporate Bond +2.95 -2.84 -2.71 +2.22 +2.79 +3.38 +5.85
(*) 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 May 2020
Swipe left to see all data
Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.16%
0.00%
1 - 0
3M
-1.00%
-10.59%
Mar 2020 - Mar 2020
2 - 1
6M
-4.22%
-15.49%
Jan 2020 - Mar 2020
3 - 3
YTD
-6.43%
-15.49%
Jan 2020 - Mar 2020
2 - 3
1Y
+4.92%
15.28%
-15.49%
Jan 2020 - Mar 2020
8 - 4
3Y
+4.55%
annualized
11.92%
-15.49%
Jan 2020 - Mar 2020
25 - 11
5Y
+5.02%
annualized
10.66%
-15.49%
Jan 2020 - Mar 2020
43 - 17
10Y
+8.04%
annualized
9.93%
-15.49%
Jan 2020 - Mar 2020
82 - 38
MAX
01 Jan 2001
+7.02%
annualized
11.39%
-38.47%
Nov 2007 - Feb 2009
153 - 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
+8.34% +45.83%
Mar 2009 - Feb 2010
-32.59%
Mar 2008 - Feb 2009
22.97%
2 Years
+8.34% +31.79%
Mar 2009 - Feb 2011
-16.95%
Mar 2007 - Feb 2009
13.33%
3 Years
+8.54% +22.76%
Mar 2009 - Feb 2012
-8.72%
Mar 2006 - Feb 2009
7.58%
5 Years
+8.15% +17.93%
Mar 2009 - Feb 2014
-0.47%
Mar 2004 - Feb 2009
0.57%
7 Years
+7.86% +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
+8.17% +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
-6.43% -1.0 -4.5 -10.6 7.3 3.2
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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