Roger Gibson Five Assets
0.66%May 06 | MyPlanIQ portfolio symbol P_76677

Buy and Hold (Annually Rebalance)
USStocks VTI 20%
USREITs VNQ 20%
ForeignStocks VEA 20%
Commodities DBC 20%
USBonds BND 14%
IntlBonds BNDX 6%

Simulated from 06/04/2013

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 representative study is a research paper by Yale Professors. 


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 06/04/2013 to 05/06/2024, the worst annualized return of 3-year rolling returns is 1.25%.

From 06/04/2013 to 05/06/2024, the worst annualized return of 5-year rolling returns is 0.88%.

From 06/04/2013 to 05/06/2024, the worst annualized return of 10-year rolling returns is NA.

Maximum Drawdown

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