Gibson Equal 5 Original
0.23%December 30 | MyPlanIQ portfolio symbol P_21193

Gibson's 5 Equal Asset Allocation Strategy comes from Roger Gibson’s widely read "Asset Allocation: Balancing Financial Risks."

In it, Gibson outlined a simple yet diversified asset allocation model: putting equal amount of investment into 5 asset classes: US Equity, International Equity, REIT, Commodity, Fixed Income. For Fixed Income, he further outlined a 70%/30% US domestic/international bond investment.

The most noticeable feature in this model portfolio is its heavy weight into commodity asset class.

Recent studies suggest that managed futures in commodity could be an excellent diversifier with equity like positive returns. The recent representative study is a research paper by Yale Professors.

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Rolling Returns

From 01/01/2002 to 12/30/2016, the worst annualized return of 3-year rolling returns is -11.84%.

From 01/01/2002 to 12/30/2016, the worst annualized return of 5-year rolling returns is -0.76%.

From 01/01/2002 to 12/30/2016, the worst annualized return of 10-year rolling returns is 3.62%.

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