Data Source: from January 1970 to November 2023 (~54 years)
Consolidated Returns as of 30 November 2023
Live Update: Dec 08 2023
Consolidated Returns as of 30 November 2023
Live Update: Dec 08 2023
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.19%
1 Day
Dec 08 2023
0.74%
Current Month
December 2023
The Andrew Tobias Portfolio is a High Risk portfolio and can be implemented with 3 ETFs.
It's exposed for 66.67% on the Stock Market.
In the last 30 Years, the Andrew Tobias Portfolio obtained a 6.47% compound annual return, with a 9.96% standard deviation.
Table of contents
Asset Allocation and ETFs
The Andrew Tobias Portfolio has the following asset allocation:
66.67% Stocks
33.33% Fixed Income
0% Commodities
The Andrew Tobias Portfolio can be implemented with the following ETFs:
| Weight (%) | Ticker | Currency | ETF Name | Investment Themes |
|---|---|---|---|---|
| 33.34 |
VTI
|
USD | Vanguard Total Stock Market | Equity, U.S., Large Cap |
| 33.33 |
EFA
|
USD | iShares MSCI EAFE | Equity, EAFE, Large Cap |
| 33.33 |
SHY
|
USD | iShares 1-3 Year Treasury Bond | Bond, U.S., Short 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 as of Nov 30, 2023
The Andrew Tobias Portfolio guaranteed the following returns.
Returns are calculated in USD, assuming:
- no fees or capital gain taxes.
- a rebalancing of the components at every January 1st. How do returns change with different rebalancing strategies?
- the reinvestment of dividends.
ANDREW TOBIAS PORTFOLIO
Consolidated returns as of 30 November 2023
Live Update: Dec 08 2023
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Nov 30, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Dec 2023 | 1M | 6M | 1Y | 5Y | 10Y | 30Y |
MAX
(~54Y) |
|||
| Andrew Tobias Portfolio | 0.19 | 0.74 | 6.32 | 5.41 | 8.95 | 6.50 | 5.48 | 6.47 | 8.57 | |||
| US Inflation Adjusted return | 6.32 | 4.19 | 5.43 | 2.33 | 2.59 | 3.86 | 4.43 | |||||
| Components | ||||||||||||
|
VTI
|
USD | Vanguard Total Stock Market | 0.48 | Dec 08 2023 | 1.14 | 9.42 | 10.04 | 12.72 | 11.71 | 11.16 | 9.90 | 10.49 |
|
EFA
|
USD | iShares MSCI EAFE | 0.30 | Dec 08 2023 | 0.99 | 8.22 | 4.37 | 10.33 | 5.92 | 3.86 | 5.03 | 8.00 |
|
SHY
|
USD | iShares 1-3 Year Treasury Bond | -0.22 | Dec 08 2023 | 0.09 | 1.05 | 1.53 | 2.96 | 1.04 | 0.77 | 3.00 | 5.59 |
Returns over 1 year are annualized | Available data source: since Jan 1970
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Oct 2023.
Waiting for updates, inflation of Nov 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.35%
, 5Y: 4.07%
, 10Y: 2.82%
, 30Y: 2.52%
Live update: World Markets and Indexes
In 2022, the Andrew Tobias Portfolio granted a 1.61% dividend yield. If you are interested in getting periodic income, please refer to the Andrew Tobias Portfolio: Dividend Yield page.
Capital Growth as of Nov 30, 2023
An investment of 1$, since December 1993,
now would be worth 6.56$, with a total return of 556.39% (6.47% annualized).
The Inflation Adjusted Capital now would be 3.11$, with a net total return of 211.05% (3.86% annualized).
The Inflation Adjusted Capital now would be 3.11$, with a net total return of 211.05% (3.86% annualized).
An investment of 1$, since January 1970,
now would be worth 84.41$, with a total return of 8341.39% (8.57% annualized).
The Inflation Adjusted Capital now would be 10.34$, with a net total return of 934.35% (4.43% annualized).
The Inflation Adjusted Capital now would be 10.34$, with a net total return of 934.35% (4.43% annualized).
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Portfolio Metrics as of Nov 30, 2023
Metrics of Andrew Tobias Portfolio, updated as of 30 November 2023.
Metrics are calculated based on monthly returns, assuming:
- no fees or capital gain taxes.
- a rebalancing of the components at every January 1st. How do returns change with different rebalancing strategies?
- the reinvestment of dividends.
ANDREW TOBIAS PORTFOLIO
Advanced Metrics
Data Source: 1 January 1970 - 30 November 2023 (~54 years)
Swipe left to see all data
| Metrics as of Nov 30, 2023 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~54Y) |
|
| Investment Return (%) | 6.32 | 1.32 | 5.41 | 8.95 | 4.17 | 6.50 | 5.48 | 6.10 | 6.47 | 8.57 |
| Infl. Adjusted Return (%) details | 6.32 | 1.11 | 4.19 | 5.43 | -1.48 | 2.33 | 2.59 | 3.42 | 3.86 | 4.43 |
| US Inflation (%) | 0.00 | 0.21 | 1.17 | 3.35 | 5.74 | 4.07 | 2.82 | 2.59 | 2.52 | 3.97 |
| Waiting for updates, inflation of Nov 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | ||||||||||
|
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Deepest Drawdown Depth (%) | -6.52 | -18.85 | -18.85 | -18.85 | -36.42 | -36.42 | -36.42 | |||
| Start to Recovery (# months) details | 4* | 23* | 23* | 23* | 42 | 42 | 42 | |||
| Start (yyyy mm) | 2023 08 | 2022 01 | 2022 01 | 2022 01 | 2007 11 | 2007 11 | 2007 11 | |||
| Start to Bottom (# months) | 3 | 9 | 9 | 9 | 16 | 16 | 16 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2009 02 | 2009 02 | |||
| Bottom to End (# months) | 1 | 14 | 14 | 14 | 26 | 26 | 26 | |||
| End (yyyy mm) | - | - | - | - | 2011 04 | 2011 04 | 2011 04 | |||
| Longest Drawdown Depth (%) |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
-25.91 | -25.91 | |||
| Start to Recovery (# months) details | 55 | 55 | ||||||||
| Start (yyyy mm) | 2023 08 | 2022 01 | 2022 01 | 2022 01 | 2007 11 | 2000 04 | 2000 04 | |||
| Start to Bottom (# months) | 3 | 9 | 9 | 9 | 16 | 30 | 30 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2002 09 | 2002 09 | |||
| Bottom to End (# months) | 1 | 14 | 14 | 14 | 26 | 25 | 25 | |||
| End (yyyy mm) | - | - | - | - | 2011 04 | 2004 10 | 2004 10 | |||
| Longest negative period (# months) details | 9 | 31 | 31 | 31 | 62 | 111 | 111 | |||
| Period Start (yyyy mm) | 2023 02 | 2021 04 | 2021 04 | 2021 04 | 2004 01 | 1999 12 | 1999 12 | |||
| Period End (yyyy mm) | 2023 10 | 2023 10 | 2023 10 | 2023 10 | 2009 02 | 2009 02 | 2009 02 | |||
| Annualized Return (%) | -0.71 | -0.20 | -0.20 | -0.20 | -0.66 | -0.02 | -0.02 | |||
| Drawdowns / Negative periods marked with * are in progress | ||||||||||
| Deepest Drawdown Depth (%) | -7.13 | -24.34 | -24.34 | -24.34 | -37.40 | -37.40 | -40.41 | |||
| Start to Recovery (# months) details | 4* | 27* | 27* | 27* | 69 | 69 | 124 | |||
| Start (yyyy mm) | 2023 08 | 2021 09 | 2021 09 | 2021 09 | 2007 11 | 2007 11 | 1973 01 | |||
| Start to Bottom (# months) | 3 | 13 | 13 | 13 | 16 | 16 | 21 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2009 02 | 1974 09 | |||
| Bottom to End (# months) | 1 | 14 | 14 | 14 | 53 | 53 | 103 | |||
| End (yyyy mm) | - | - | - | - | 2013 07 | 2013 07 | 1983 04 | |||
| Longest Drawdown Depth (%) |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
-30.88 |
same as deepest |
|||
| Start to Recovery (# months) details | 73 | |||||||||
| Start (yyyy mm) | 2023 08 | 2021 09 | 2021 09 | 2021 09 | 2007 11 | 2000 01 | 1973 01 | |||
| Start to Bottom (# months) | 3 | 13 | 13 | 13 | 16 | 39 | 21 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2003 03 | 1974 09 | |||
| Bottom to End (# months) | 1 | 14 | 14 | 14 | 53 | 34 | 103 | |||
| End (yyyy mm) | - | - | - | - | 2013 07 | 2006 01 | 1983 04 | |||
| Longest negative period (# months) details | 11 | 36* | 48 | 69 | 76 | 141 | 151 | |||
| Period Start (yyyy mm) | 2022 12 | 2020 12 | 2019 11 | 2018 02 | 2006 02 | 2000 01 | 1970 01 | |||
| Period End (yyyy mm) | 2023 10 | 2023 11 | 2023 10 | 2023 10 | 2012 05 | 2011 09 | 1982 07 | |||
| Annualized Return (%) | -0.92 | -1.48 | -0.29 | -0.15 | -0.05 | -0.29 | -0.32 | |||
| Drawdowns / Negative periods marked with * are in progress | ||||||||||
|
RISK INDICATORS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Standard Deviation (%) | 10.92 | 11.34 | 12.06 | 9.77 | 10.21 | 9.96 | 10.43 | |||
| Sharpe Ratio | 0.37 | 0.20 | 0.40 | 0.45 | 0.47 | 0.42 | 0.44 | |||
| Sortino Ratio | 0.57 | 0.27 | 0.54 | 0.61 | 0.62 | 0.56 | 0.60 | |||
| Ulcer Index | 2.52 | 7.47 | 6.36 | 4.98 | 8.04 | 8.58 | 7.39 | |||
| Ratio: Return / Standard Deviation | 0.82 | 0.37 | 0.54 | 0.56 | 0.60 | 0.65 | 0.82 | |||
| Ratio: Return / Deepest Drawdown | 1.37 | 0.22 | 0.34 | 0.29 | 0.17 | 0.18 | 0.24 | |||
| % Positive Months details | 50% | 58% | 60% | 63% | 62% | 63% | 63% | |||
| Positive Months | 6 | 21 | 36 | 76 | 149 | 227 | 410 | |||
| Negative Months | 6 | 15 | 24 | 44 | 91 | 133 | 237 | |||
|
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Best 10 Years Return (%) - Annualized | 5.48 | 9.20 | 9.20 | 18.23 | ||||||
| Worst 10 Years Return (%) - Annualized | 3.86 | 1.44 | 1.44 | |||||||
| Best 10 Years Return (%) - Annualized | 2.59 | 7.31 | 7.31 | 12.02 | ||||||
| Worst 10 Years Return (%) - Annualized | 2.01 | -1.11 | -2.07 | |||||||
|
ROLLING PERIOD RETURNS
Inflation Adjusted:
Inflation Adjusted:
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Over the latest 30Y | ||||||||||
| Best Rolling Return (%) - Annualized | 35.65 | 17.27 | 15.19 | 9.20 | 7.03 | 6.47 | ||||
| Worst Rolling Return (%) - Annualized | -30.85 | -9.38 | -1.21 | 1.44 | 3.88 | |||||
| % Positive Periods | 75% | 86% | 98% | 100% | 100% | 100% | ||||
| Best Rolling Return (%) - Annualized | 32.80 | 14.54 | 12.52 | 7.31 | 4.70 | 3.86 | ||||
| Worst Rolling Return (%) - Annualized | -31.01 | -11.56 | -3.76 | -1.11 | 1.77 | |||||
| % Positive Periods | 70% | 80% | 83% | 97% | 100% | 100% | ||||
| Over all the available data source (Jan 1970 - Nov 2023) | ||||||||||
| Best Rolling Return (%) - Annualized | 45.65 | 33.38 | 27.34 | 18.23 | 13.96 | 12.27 | ||||
| Worst Rolling Return (%) - Annualized | -30.85 | -9.38 | -1.21 | 1.44 | 3.88 | 6.11 | ||||
| % Positive Periods | 80% | 91% | 99% | 100% | 100% | 100% | ||||
| Best Rolling Return (%) - Annualized | 43.40 | 29.48 | 23.46 | 12.02 | 9.71 | 6.96 | ||||
| Worst Rolling Return (%) - Annualized | -34.05 | -11.56 | -4.73 | -2.07 | 1.77 | 3.49 | ||||
| % Positive Periods | 69% | 80% | 84% | 95% | 100% | 100% | ||||
|
WITHDRAWAL RATES (WR)
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Safe WR (%) | 33.14 | 22.06 | 11.57 | 7.10 | 6.13 | 4.84 | ||||
| Perpetual WR (%) | 0.00 | 2.28 | 2.52 | 3.31 | 3.71 | 4.24 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
- Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
- Longest negative period: it's the maximum period for which an overall negative return has been observed
- Standard Deviation: it's a measure of the dispersion of returns around the mean
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation)
- Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio
- Best/Worst 10Y returns: the best and the worst 10-year return over a time frame
- Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
- Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
- Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).
Analyze your Portfolio: Backtest Now!
Explore historical data since 1871 and fine-tune your investment strategy for better results.
Explore historical data since 1871 and fine-tune your investment strategy for better results.
Portfolio Components Correlation
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
Asset correlations are calculated based on monthly returns.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 30 November 2023
Swipe left to see all data
| Asset |
VTI
|
EFA
|
SHY
|
|---|---|---|---|
|
VTI
|
-
|
0.89
|
0.39
|
|
EFA
|
0.89
|
-
|
0.52
|
|
SHY
|
0.39
|
0.52
|
-
|
| Asset |
VTI
|
EFA
|
SHY
|
|---|---|---|---|
|
VTI
|
-
|
0.90
|
0.08
|
|
EFA
|
0.90
|
-
|
0.18
|
|
SHY
|
0.08
|
0.18
|
-
|
| Asset |
VTI
|
EFA
|
SHY
|
|---|---|---|---|
|
VTI
|
-
|
0.87
|
0.01
|
|
EFA
|
0.87
|
-
|
0.10
|
|
SHY
|
0.01
|
0.10
|
-
|
| Asset |
VTI
|
EFA
|
SHY
|
|---|---|---|---|
|
VTI
|
-
|
0.84
|
-0.14
|
|
EFA
|
0.84
|
-
|
-0.13
|
|
SHY
|
-0.14
|
-0.13
|
-
|
| Asset |
VTI
|
EFA
|
SHY
|
|---|---|---|---|
|
VTI
|
-
|
0.79
|
0.11
|
|
EFA
|
0.79
|
-
|
0.10
|
|
SHY
|
0.11
|
0.10
|
-
|
If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.
Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
ANDREW TOBIAS PORTFOLIO
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 December 1993 - 30 November 2023 (30 Years)
Data Source: 1 January 1970 - 30 November 2023 (~54 years)
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
|||||
|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months | Ulcer Index |
| -36.42% | Nov 2007 | Feb 2009 | 16 | Apr 2011 | 26 | 42 | 16.59 |
| -25.91% | Apr 2000 | Sep 2002 | 30 | Oct 2004 | 25 | 55 | 13.82 |
| -18.85% | Jan 2022 | Sep 2022 | 9 | in progress | 14 | 23 | 9.25 |
| -13.71% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 | 6.18 |
| -13.69% | May 2011 | Sep 2011 | 5 | Dec 2012 | 15 | 20 | 5.66 |
| -9.73% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 | 5.25 |
| -8.88% | Feb 2018 | Dec 2018 | 11 | Apr 2019 | 4 | 15 | 3.57 |
| -8.81% | Jun 2015 | Feb 2016 | 9 | Dec 2016 | 10 | 19 | 4.04 |
| -3.79% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 | 2.19 |
| -3.65% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 | 2.06 |
| -3.64% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 | 2.01 |
| -3.64% | Feb 1994 | Mar 1994 | 2 | Aug 1994 | 5 | 7 | 1.92 |
| -3.49% | Sep 1994 | Nov 1994 | 3 | Mar 1995 | 4 | 7 | 2.15 |
| -3.41% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 | 1.97 |
| -3.18% | Oct 1997 | Oct 1997 | 1 | Jan 1998 | 3 | 4 | 2.00 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
|||||
|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months | Ulcer Index |
| -37.40% | Nov 2007 | Feb 2009 | 16 | Jul 2013 | 53 | 69 | 15.97 |
| -30.88% | Jan 2000 | Mar 2003 | 39 | Jan 2006 | 34 | 73 | 15.64 |
| -24.34% | Sep 2021 | Sep 2022 | 13 | in progress | 14 | 27 | 14.18 |
| -14.09% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 | 6.34 |
| -10.10% | Feb 2018 | Dec 2018 | 11 | Oct 2019 | 10 | 21 | 4.33 |
| -9.95% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 | 5.46 |
| -8.67% | Mar 2015 | Feb 2016 | 12 | Feb 2017 | 12 | 24 | 3.95 |
| -4.52% | Feb 1994 | Nov 1994 | 10 | Apr 1995 | 5 | 15 | 2.93 |
| -3.83% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 | 2.17 |
| -3.71% | Aug 1997 | Oct 1997 | 3 | Feb 1998 | 4 | 7 | 2.26 |
| -3.08% | Jan 2014 | Jan 2014 | 1 | Feb 2014 | 1 | 2 | 1.78 |
| -3.04% | Jul 1996 | Jul 1996 | 1 | Sep 1996 | 2 | 3 | 1.85 |
| -2.96% | May 2006 | Jun 2006 | 2 | Sep 2006 | 3 | 5 | 2.08 |
| -2.61% | Dec 1996 | Mar 1997 | 4 | May 1997 | 2 | 6 | 1.16 |
| -2.40% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 | 1.34 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
|||||
|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months | Ulcer Index |
| -36.42% | Nov 2007 | Feb 2009 | 16 | Apr 2011 | 26 | 42 | 16.59 |
| -29.06% | Jan 1973 | Sep 1974 | 21 | Jun 1975 | 9 | 30 | 13.36 |
| -25.91% | Apr 2000 | Sep 2002 | 30 | Oct 2004 | 25 | 55 | 13.82 |
| -18.85% | Jan 2022 | Sep 2022 | 9 | in progress | 14 | 23 | 9.25 |
| -14.84% | Mar 1970 | Jun 1970 | 4 | Dec 1970 | 6 | 10 | 7.99 |
| -14.68% | Sep 1987 | Nov 1987 | 3 | Nov 1988 | 12 | 15 | 6.82 |
| -13.71% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 | 6.18 |
| -13.69% | May 2011 | Sep 2011 | 5 | Dec 2012 | 15 | 20 | 5.66 |
| -12.76% | Jan 1990 | Sep 1990 | 9 | Feb 1991 | 5 | 14 | 6.48 |
| -10.17% | Dec 1981 | Jul 1982 | 8 | Oct 1982 | 3 | 11 | 6.08 |
| -9.73% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 | 5.25 |
| -9.00% | Jul 1975 | Sep 1975 | 3 | Jan 1976 | 4 | 7 | 4.55 |
| -8.88% | Feb 2018 | Dec 2018 | 11 | Apr 2019 | 4 | 15 | 3.57 |
| -8.81% | Jun 2015 | Feb 2016 | 9 | Dec 2016 | 10 | 19 | 4.04 |
| -8.62% | Feb 1980 | Mar 1980 | 2 | May 1980 | 2 | 4 | 4.21 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
|||||
|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months | Ulcer Index |
| -40.41% | Jan 1973 | Sep 1974 | 21 | Apr 1983 | 103 | 124 | 19.59 |
| -37.40% | Nov 2007 | Feb 2009 | 16 | Jul 2013 | 53 | 69 | 15.97 |
| -30.88% | Jan 2000 | Mar 2003 | 39 | Jan 2006 | 34 | 73 | 15.64 |
| -24.34% | Sep 2021 | Sep 2022 | 13 | in progress | 14 | 27 | 14.18 |
| -17.10% | Jan 1990 | Sep 1990 | 9 | Dec 1991 | 15 | 24 | 8.18 |
| -17.00% | Jan 1970 | Jun 1970 | 6 | Jan 1971 | 7 | 13 | 9.08 |
| -15.42% | Sep 1987 | Nov 1987 | 3 | Apr 1989 | 17 | 20 | 7.26 |
| -14.09% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 | 6.34 |
| -10.10% | Feb 2018 | Dec 2018 | 11 | Oct 2019 | 10 | 21 | 4.33 |
| -9.95% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 | 5.46 |
| -8.67% | Mar 2015 | Feb 2016 | 12 | Feb 2017 | 12 | 24 | 3.95 |
| -7.67% | Jul 1983 | May 1984 | 11 | Oct 1984 | 5 | 16 | 3.59 |
| -6.47% | May 1971 | Jul 1971 | 3 | Dec 1971 | 5 | 8 | 3.33 |
| -5.75% | Jan 1992 | Mar 1992 | 3 | Mar 1993 | 12 | 15 | 3.42 |
| -5.08% | Sep 1986 | Oct 1986 | 2 | Jan 1987 | 3 | 5 | 2.83 |
Rolling Returns
( more details)
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
ANDREW TOBIAS PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 December 1993 - 30 November 2023 (30 Years)
Data Source: 1 January 1970 - 30 November 2023 (~54 years)
Swipe left to see all data
| Rolling Period |
Worst Period |
15th Percentile |
50th Percentile |
85th Percentile |
Best Period |
Latest | Negative Periods |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ann. Return |
From To |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
From To |
Growth of 1$ |
|||
| 1Y | -30.85 |
03/2008 02/2009 |
0.69$ | -5.28 | 0.94$ | 9.22 | 1.09$ | 16.70 | 1.16$ | 35.65 |
03/2009 02/2010 |
1.35$ | 8.95 | 24.64% |
| 2Y | -16.21 |
03/2007 02/2009 |
0.70$ | -1.29 | 0.97$ | 8.13 | 1.16$ | 13.74 | 1.29$ | 24.93 |
03/2009 02/2011 |
1.56$ | 0.15 | 17.51% |
| 3Y | -9.38 |
04/2000 03/2003 |
0.74$ | 1.00 | 1.03$ | 7.29 | 1.23$ | 12.41 | 1.42$ | 17.27 |
04/2003 03/2006 |
1.61$ | 4.17 | 13.54% |
| 5Y | -1.21 |
03/2004 02/2009 |
0.94$ | 2.28 | 1.11$ | 5.80 | 1.32$ | 10.42 | 1.64$ | 15.19 |
01/1995 12/1999 |
2.02$ | 6.50 | 1.33% |
| 7Y | 1.55 |
03/2002 02/2009 |
1.11$ | 4.28 | 1.34$ | 5.87 | 1.49$ | 7.41 | 1.64$ | 10.36 |
12/1993 11/2000 |
1.99$ | 6.82 | 0.00% |
| 10Y | 1.44 |
03/1999 02/2009 |
1.15$ | 4.10 | 1.49$ | 6.31 | 1.84$ | 7.45 | 2.05$ | 9.20 |
03/2009 02/2019 |
2.41$ | 5.48 | 0.00% |
| 15Y | 3.77 |
10/2007 09/2022 |
1.74$ | 4.82 | 2.02$ | 5.64 | 2.27$ | 6.27 | 2.48$ | 7.68 |
02/2003 01/2018 |
3.03$ | 7.27 | 0.00% |
| 20Y | 3.88 |
04/2000 03/2020 |
2.14$ | 5.04 | 2.67$ | 6.00 | 3.20$ | 6.77 | 3.70$ | 7.03 |
03/1995 02/2015 |
3.89$ | 6.10 | 0.00% |
| 30Y | 6.47 |
12/1993 11/2023 |
6.56$ | 6.47 | 6.56$ | 6.47 | 6.56$ | 6.47 | 6.56$ | 6.47 |
12/1993 11/2023 |
6.56$ | 6.47 | 0.00% |
| Annualized rolling and percentiles/median returns over full calendar month periods | ||||||||||||||
Swipe left to see all data
| Rolling Period |
Worst Period |
15th Percentile |
50th Percentile |
85th Percentile |
Best Period |
Latest | Negative Periods |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ann. Return |
From To |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
From To |
Growth of 1$ |
|||
| 1Y | -31.01 |
03/2008 02/2009 |
0.68$ | -7.62 | 0.92$ | 6.15 | 1.06$ | 14.07 | 1.14$ | 32.80 |
03/2009 02/2010 |
1.32$ | 5.43 | 29.51% |
| 2Y | -17.95 |
03/2007 02/2009 |
0.67$ | -4.76 | 0.90$ | 5.53 | 1.11$ | 11.08 | 1.23$ | 22.33 |
03/2009 02/2011 |
1.49$ | -4.81 | 23.74% |
| 3Y | -11.56 |
04/2000 03/2003 |
0.69$ | -1.83 | 0.94$ | 4.54 | 1.14$ | 9.32 | 1.30$ | 14.54 |
04/1997 03/2000 |
1.50$ | -1.48 | 20.00% |
| 5Y | -3.76 |
03/2004 02/2009 |
0.82$ | -0.31 | 0.98$ | 3.50 | 1.18$ | 7.62 | 1.44$ | 12.52 |
01/1995 12/1999 |
1.80$ | 2.33 | 16.94% |
| 7Y | -0.99 |
03/2002 02/2009 |
0.93$ | 1.93 | 1.14$ | 3.27 | 1.25$ | 5.31 | 1.43$ | 7.69 |
03/2009 02/2016 |
1.67$ | 3.18 | 0.72% |
| 10Y | -1.11 |
03/1999 02/2009 |
0.89$ | 2.22 | 1.24$ | 3.93 | 1.47$ | 5.08 | 1.64$ | 7.31 |
03/2009 02/2019 |
2.02$ | 2.59 | 2.90% |
| 15Y | 1.36 |
10/2007 09/2022 |
1.22$ | 2.43 | 1.43$ | 3.34 | 1.63$ | 3.99 | 1.79$ | 5.48 |
02/2003 01/2018 |
2.22$ | 4.66 | 0.00% |
| 20Y | 1.77 |
04/2000 03/2020 |
1.41$ | 2.80 | 1.73$ | 3.70 | 2.06$ | 4.33 | 2.33$ | 4.70 |
03/1995 02/2015 |
2.50$ | 3.42 | 0.00% |
| 30Y | 3.86 |
12/1993 11/2023 |
3.11$ | 3.86 | 3.11$ | 3.86 | 3.11$ | 3.86 | 3.11$ | 3.86 |
12/1993 11/2023 |
3.11$ | 3.86 | 0.00% |
| Annualized rolling and percentiles/median returns over full calendar month periods | ||||||||||||||
Swipe left to see all data
| Rolling Period |
Worst Period |
15th Percentile |
50th Percentile |
85th Percentile |
Best Period |
Latest | Negative Periods |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ann. Return |
From To |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
From To |
Growth of 1$ |
|||
| 1Y | -30.85 |
03/2008 02/2009 |
0.69$ | -2.42 | 0.97$ | 10.10 | 1.10$ | 19.91 | 1.19$ | 45.65 |
09/1985 08/1986 |
1.45$ | 8.95 | 19.03% |
| 2Y | -16.21 |
03/2007 02/2009 |
0.70$ | 1.09 | 1.02$ | 9.84 | 1.20$ | 15.19 | 1.32$ | 37.12 |
05/1985 04/1987 |
1.88$ | 0.15 | 11.86% |
| 3Y | -9.38 |
04/2000 03/2003 |
0.74$ | 2.84 | 1.08$ | 8.78 | 1.28$ | 14.31 | 1.49$ | 33.38 |
08/1984 07/1987 |
2.37$ | 4.17 | 8.66% |
| 5Y | -1.21 |
03/2004 02/2009 |
0.94$ | 3.65 | 1.19$ | 8.35 | 1.49$ | 13.57 | 1.88$ | 27.34 |
08/1982 07/1987 |
3.34$ | 6.50 | 0.68% |
| 7Y | 1.55 |
03/2002 02/2009 |
1.11$ | 4.97 | 1.40$ | 7.56 | 1.66$ | 13.78 | 2.46$ | 22.09 |
08/1982 07/1989 |
4.04$ | 6.82 | 0.00% |
| 10Y | 1.44 |
03/1999 02/2009 |
1.15$ | 5.40 | 1.69$ | 8.02 | 2.16$ | 14.35 | 3.82$ | 18.23 |
09/1977 08/1987 |
5.33$ | 5.48 | 0.00% |
| 15Y | 3.77 |
10/2007 09/2022 |
1.74$ | 5.35 | 2.18$ | 7.97 | 3.16$ | 13.63 | 6.80$ | 16.53 |
10/1974 09/1989 |
9.92$ | 7.27 | 0.00% |
| 20Y | 3.88 |
04/2000 03/2020 |
2.14$ | 5.95 | 3.17$ | 8.63 | 5.23$ | 12.78 | 11.08$ | 13.96 |
04/1980 03/2000 |
13.63$ | 6.10 | 0.00% |
| 30Y | 6.11 |
11/1993 10/2023 |
5.91$ | 6.72 | 7.04$ | 9.38 | 14.70$ | 11.00 | 22.88$ | 12.27 |
07/1970 06/2000 |
32.19$ | 6.47 | 0.00% |
| Annualized rolling and percentiles/median returns over full calendar month periods | ||||||||||||||
Swipe left to see all data
| Rolling Period |
Worst Period |
15th Percentile |
50th Percentile |
85th Percentile |
Best Period |
Latest | Negative Periods |
|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ann. Return |
From To |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
Growth of 1$ |
Ann. Return |
From To |
Growth of 1$ |
|||
| 1Y | -34.05 |
10/1973 09/1974 |
0.65$ | -5.82 | 0.94$ | 5.61 | 1.05$ | 15.66 | 1.15$ | 43.40 |
09/1985 08/1986 |
1.43$ | 5.43 | 30.03% |
| 2Y | -20.51 |
10/1972 09/1974 |
0.63$ | -2.64 | 0.94$ | 5.05 | 1.10$ | 11.67 | 1.24$ | 33.54 |
05/1985 04/1987 |
1.78$ | -4.81 | 21.63% |
| 3Y | -11.56 |
04/2000 03/2003 |
0.69$ | -1.77 | 0.94$ | 4.53 | 1.14$ | 10.19 | 1.33$ | 29.48 |
08/1984 07/1987 |
2.17$ | -1.48 | 19.77% |
| 5Y | -4.73 |
02/1973 01/1978 |
0.78$ | -0.10 | 0.99$ | 4.17 | 1.22$ | 9.26 | 1.55$ | 23.46 |
08/1982 07/1987 |
2.86$ | 2.33 | 15.48% |
| 7Y | -2.97 |
04/1973 03/1980 |
0.80$ | 1.72 | 1.12$ | 4.29 | 1.34$ | 9.22 | 1.85$ | 17.92 |
08/1982 07/1989 |
3.16$ | 3.18 | 5.67% |
| 10Y | -2.07 |
08/1972 07/1982 |
0.81$ | 2.22 | 1.24$ | 4.88 | 1.61$ | 9.57 | 2.49$ | 12.02 |
08/1982 07/1992 |
3.11$ | 2.59 | 4.55% |
| 15Y | 1.36 |
10/2007 09/2022 |
1.22$ | 2.95 | 1.54$ | 4.71 | 1.99$ | 8.52 | 3.41$ | 11.19 |
08/1982 07/1997 |
4.90$ | 4.66 | 0.00% |
| 20Y | 1.77 |
04/2000 03/2020 |
1.41$ | 3.55 | 2.00$ | 4.80 | 2.55$ | 7.80 | 4.49$ | 9.71 |
04/1980 03/2000 |
6.38$ | 3.42 | 0.00% |
| 30Y | 3.49 |
11/1993 10/2023 |
2.80$ | 4.12 | 3.35$ | 5.65 | 5.19$ | 6.40 | 6.42$ | 6.96 |
11/1977 10/2007 |
7.53$ | 3.86 | 0.00% |
| Annualized rolling and percentiles/median returns over full calendar month periods | ||||||||||||||
If you need a deeper detail about rolling returns, please refer to the Andrew Tobias Portfolio: Rolling Returns page.
Seasonality
In which months is it better to invest in Andrew Tobias Portfolio?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
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 Gain Frequency |
1.22
40% |
-1.06
40% |
-0.45
80% |
1.41
80% |
0.06
60% |
0.97
80% |
2.05
80% |
-0.22
40% |
-2.44
20% |
1.19
60% |
4.07
80% |
0.23
60% |
| Best |
5.6 2023 |
2.1 2019 |
2.5 2023 |
5.9 2020 |
3.3 2020 |
4.6 2019 |
4.7 2022 |
3.9 2020 |
1.6 2019 |
4.2 2022 |
8.5 2020 |
3.3 2020 |
| Worst |
-3.5 2022 |
-4.9 2020 |
-8.5 2020 |
-5.4 2022 |
-3.8 2019 |
-5.7 2022 |
-0.2 2019 |
-3.4 2022 |
-6.2 2022 |
-1.8 2020 |
-2.1 2021 |
-4.6 2018 |
Monthly Seasonality over the period Feb 1970 - Nov 2023
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 Gain Frequency |
0.44
40% |
-0.01
50% |
0.17
60% |
1.19
90% |
0.46
80% |
0.41
60% |
1.63
80% |
-0.33
60% |
-1.41
40% |
0.62
60% |
2.42
80% |
0.24
60% |
| Best |
5.6 2023 |
3.9 2015 |
4.5 2016 |
5.9 2020 |
3.3 2020 |
4.6 2019 |
4.7 2022 |
3.9 2020 |
1.6 2019 |
4.7 2015 |
8.5 2020 |
3.3 2020 |
| Worst |
-3.5 2016 |
-4.9 2020 |
-8.5 2020 |
-5.4 2022 |
-3.8 2019 |
-5.7 2022 |
-1.6 2014 |
-4.6 2015 |
-6.2 2022 |
-5.2 2018 |
-2.1 2021 |
-4.6 2018 |
Monthly Seasonality over the period Feb 1970 - Nov 2023
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 Gain Frequency |
0.79
56% |
0.47
57% |
0.86
63% |
1.33
76% |
0.39
61% |
0.41
56% |
0.80
63% |
0.32
61% |
-0.21
57% |
0.70
59% |
1.50
74% |
1.45
77% |
| Best |
8.7 1975 |
6.3 1986 |
7.0 1986 |
7.1 2009 |
7.0 1990 |
4.6 2019 |
7.0 1989 |
8.5 1982 |
6.3 2010 |
10.8 1974 |
8.5 2020 |
6.2 1971 |
| Worst |
-7.4 2009 |
-6.8 2009 |
-8.5 2020 |
-8.0 1970 |
-6.2 2010 |
-5.7 2022 |
-5.2 2002 |
-9.2 1998 |
-6.2 2022 |
-11.9 1987 |
-7.0 1973 |
-4.6 2018 |
Monthly Seasonality over the period Feb 1970 - Nov 2023
Monthly Returns
This section provides a visual/tabular representation of the performance variability in the Andrew Tobias Portfolio over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.
ANDREW TOBIAS PORTFOLIO
Monthly Returns Distribution
Data Source: 1 December 1993 - 30 November 2023 (30 Years)
Data Source: 1 January 1970 - 30 November 2023 (~54 years)
227 Positive Months (63%) - 133 Negative Months (37%)
410 Positive Months (63%) - 237 Negative Months (37%)
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(Scroll down to see all data)
Investment Returns, up to December 2002, are simulated.
They have been derived using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
You can see details about extended Data Sources here.
In particular, the series derived from equivalent datasets are:
They have been derived using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
You can see details about extended Data Sources here.
In particular, the series derived from equivalent datasets are:
- VTI - Vanguard Total Stock Market, up to December 2001
- EFA - iShares MSCI EAFE, up to December 2001
- SHY - iShares 1-3 Year Treasury Bond, up to December 2002
Portfolio efficiency
The following portfolios granted a higher return over 30 Years and a less severe drawdown at the same time.
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Stocks/Bonds 60/40 Momentum | +9.34 | 9.56 | -32.52 | 60 | 40 | 0 | ||
| Aim Bold Strategy | +8.24 | 9.93 | -30.09 | 45 | 40 | 15 | ||
| Weird Portfolio | +8.02 | 10.75 | -32.97 | 60 | 20 | 20 | ||
| Stocks/Bonds 60/40 | +7.99 | 9.61 | -30.55 | 60 | 40 | 0 | ||
| Couch Potato | +7.83 | 8.76 | -27.04 | 50 | 50 | 0 | ||
| Stocks/Bonds 40/60 Momentum | +7.75 | 6.99 | -21.11 | 40 | 60 | 0 | ||
| Golden Butterfly | +7.46 | 7.68 | -17.79 | 40 | 40 | 20 | ||
| Coffeehouse | +7.41 | 9.68 | -33.93 | 60 | 40 | 0 | ||
| Tilt Toward Value | +7.30 | 9.42 | -34.63 | 60 | 40 | 0 | ||
| Marc Faber Portfolio | +7.22 | 9.65 | -28.82 | 50 | 25 | 25 | ||
| Dimensional 2030 Retirement Income | +7.22 | 9.25 | -31.78 | 55.9 | 44.1 | 0 | ||
| Sheltered Sam 60/40 | +7.22 | 9.24 | -34.12 | 58.2 | 40 | 1.8 | ||
| Edge Select Moderate | +7.20 | 8.97 | -29.58 | 53 | 47 | 0 | ||
| All Weather Portfolio | +7.19 | 7.39 | -20.58 | 30 | 55 | 15 | ||
| Robo Advisor 50 | +7.16 | 9.32 | -30.72 | 49.9 | 50.1 | 0 | ||
| Simple and Cheap | +7.10 | 9.41 | -34.84 | 60 | 40 | 0 | ||
| LifeStrategy Moderate Growth | +7.01 | 9.53 | -33.52 | 60 | 40 | 0 | ||
| Simple Money Portfolio | +6.99 | 9.10 | -32.39 | 60 | 40 | 0 | ||
| Sandwich Portfolio | +6.97 | 8.32 | -28.96 | 55 | 45 | 0 | ||
| Coward's Portfolio | +6.93 | 9.11 | -32.68 | 60 | 40 | 0 | ||
| One-Decision Portfolio | +6.85 | 8.38 | -31.96 | 50 | 50 | 0 | ||
| Dynamic 40/60 Income | +6.84 | 8.11 | -29.84 | 40 | 60 | 0 | ||
| Global Market Portfolio | +6.84 | 8.29 | -25.90 | 45 | 55 | 0 | ||
| Stocks/Bonds 40/60 | +6.83 | 6.98 | -19.17 | 40 | 60 | 0 | ||
| Big Rocks Portfolio | +6.83 | 9.15 | -33.80 | 60 | 40 | 0 | ||
| Ultimate Buy&Hold | +6.82 | 9.29 | -34.23 | 60 | 40 | 0 | ||
| GAA Global Asset Allocation | +6.77 | 8.06 | -24.91 | 40.5 | 49.5 | 10 | ||
| Simplified Permanent Portfolio | +6.75 | 6.88 | -16.43 | 25 | 50 | 25 | ||
| Sheltered Sam 50/50 | +6.71 | 7.82 | -28.23 | 48.5 | 50 | 1.5 | ||
| Four Square | +6.66 | 8.45 | -29.95 | 50 | 50 | 0 | ||
| Zefiro Portfolio | +6.52 | 7.48 | -20.61 | 20 | 50 | 30 | ||
| Edge Select Moderately Conservative | +6.49 | 6.86 | -20.48 | 37 | 63 | 0 | ||
| Desert Portfolio | +6.48 | 5.50 | -14.72 | 30 | 60 | 10 | ||
| Andrew Tobias Portfolio | +6.47 | 9.96 | -36.42 | 66.7 | 33.3 | 0 | ||
Here's a list containing the Best Classic Portfolios, with the highest returns over 30 Years and High Risk categorization.
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Stocks/Bonds 60/40 Momentum | +9.34 | 9.56 | -32.52 | 60 | 40 | 0 | ||
| Simple Path to Wealth | +8.78 | 11.75 | -38.53 | 75 | 25 | 0 | ||
| Aim Bold Strategy | +8.24 | 9.93 | -30.09 | 45 | 40 | 15 | ||
| Late Sixties and Beyond | +8.13 | 11.69 | -41.80 | 71 | 29 | 0 | ||
| Talmud Portfolio | +8.01 | 10.81 | -40.17 | 66.7 | 33.3 | 0 | ||
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Explore historical data since 1871 and fine-tune your investment strategy for better results.
Explore historical data since 1871 and fine-tune your investment strategy for better results.
