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P Ted Aronson Lazy Portfolio Annual Rebalancing
P Ted Aronson Lazy Portfolio Annual Rebalancing
live (public) 0.81% November 09
Delayed
Holdings (As of 09/29/2023)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
1 | VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) | 0.52% | 19.55% |
2 | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.27% | 15.98% |
3 | VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) | 1.01% | 15.04% |
4 | VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) | 0.18% | 10.26% |
5 | VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) | 1.21% | 9.32% |
6 | VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) | 0.16% | 5.16% |
7 | VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) | 0.0% | 5.08% |
8 | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 0.0% | 4.38% |
9 | VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) | 0.30% | 5.06% |
10 | VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) | 0.34% | 4.83% |
11 | VTSMX (VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES) | 0.26% | 5.34% |
* Day change on 09/29/2023.
Performance (As of 11/09/2023)
Since 07/17/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P Ted Aronson Lazy Portfolio Annual Rebalancing | 5.6% | 11.6% | 1.8% | 6.1% | 6.2% | 9.1% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.8% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.9% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/17/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 11.6 | 1.8 | 6.1 | 6.2 | 9.1 | 7.7 | 7.5 | 5.6 | -16.4 | 10.2 | 17.9 | 23.5 | -9.0 | 18.7 | 13.8 | -3.0 | 5.1 | 15.5 | 15.5 | -3.7 | 16.6 | 35.2 | -33.1 | 12.6 | 16.0 | 13.8 | 16.8 | 35.4 | -9.1 | -1.7 |
Sharpe Ratio | NA | 0.63 | 0.0 | 0.3 | 0.41 | NA | NA | 0.45 | 0.18 | -1.02 | 0.93 | 0.75 | 2.39 | -0.86 | 3.23 | 1.16 | -0.26 | 0.6 | 1.59 | 1.41 | -0.2 | 1.1 | 1.54 | -1.13 | 0.67 | 1.18 | 1.38 | 1.61 | 3.36 | -0.75 | -0.17 |
Draw Down(%) | NA | 10.6 | 25.4 | 27.8 | 27.8 | NA | NA | 49.0 | 10.6 | 23.9 | 5.3 | 27.8 | 5.2 | 17.3 | 1.9 | 9.3 | 14.3 | 7.3 | 8.9 | 9.6 | 17.9 | 11.7 | 21.9 | 44.5 | 9.6 | 13.0 | 6.5 | 10.9 | 8.9 | 21.6 | 16.4 |
Standard Deviation(%) | NA | 11.9 | 13.3 | 15.5 | 13.0 | NA | NA | 14.6 | 10.7 | 17.5 | 10.9 | 23.5 | 9.3 | 11.9 | 5.6 | 11.7 | 11.7 | 8.5 | 9.7 | 10.9 | 18.5 | 15.0 | 22.7 | 30.0 | 14.3 | 10.8 | 8.4 | 9.8 | 10.3 | 13.6 | 15.0 |
Treynor Ratio | NA | 0.1 | 0.0 | 0.07 | 0.08 | NA | NA | 0.09 | 0.03 | -0.26 | 0.14 | 0.27 | 0.31 | -0.15 | 0.25 | 0.16 | -0.04 | 0.07 | 0.19 | 0.19 | -0.05 | 0.21 | 0.43 | -0.48 | 0.11 | 0.13 | 0.17 | 0.23 | 0.68 | -0.22 | -0.04 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.02 | -0.02 | -0.03 | 0.02 | 0.01 | -0.02 | 0.02 | 0.02 | -0.01 | -0.01 | -0.03 | 0.02 | -0.02 | 0.02 | 0.05 | -0.03 | 0.03 | 0.01 | 0.04 | 0.04 | 0.07 | 0.01 | 0.02 |
Beta | NA | 0.72 | 0.69 | 0.67 | 0.68 | NA | NA | 0.7 | 0.71 | 0.68 | 0.73 | 0.65 | 0.7 | 0.67 | 0.72 | 0.83 | 0.7 | 0.69 | 0.82 | 0.82 | 0.77 | 0.8 | 0.81 | 0.71 | 0.85 | 0.95 | 0.7 | 0.69 | 0.51 | 0.47 | 0.68 |
RSquared | NA | 0.84 | 0.84 | 0.88 | 0.88 | NA | NA | 0.87 | 0.81 | 0.88 | 0.77 | 0.92 | 0.9 | 0.91 | 0.75 | 0.87 | 0.87 | 0.85 | 0.88 | 0.9 | 0.94 | 0.93 | 0.94 | 0.94 | 0.9 | 0.78 | 0.73 | 0.6 | 0.7 | 0.82 | 0.83 |
Sortino Ratio | NA | 0.96 | 0.01 | 0.41 | 0.55 | NA | NA | 0.61 | 0.25 | -1.39 | 1.3 | 0.96 | 3.48 | -1.11 | 5.2 | 1.67 | -0.35 | 0.83 | 2.23 | 2.13 | -0.27 | 1.58 | 2.27 | -1.48 | 0.9 | 1.72 | 2.05 | 2.25 | 5.38 | -1.05 | -0.21 |
Yield(%) | N/A | 5.27 | 3.78 | 3.63 | 3.3 | N/A | N/A | 2.97 | 2.79 | 4.27 | 2.61 | 3.03 | 4.4 | 2.29 | 0.68 | 6.63 | 2.98 | 2.64 | 2.4 | 2.95 | 2.68 | 2.6 | 2.89 | 2.54 | 2.85 | 2.51 | 2.66 | 2.62 | 2.74 | 2.17 | 1.44 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/17/2001
Strategies
Asset Allocation Strategy | Ted Aronson's Lazy Portfolio |
Rebalancing Strategy | Fixed Time Interval Rebalancing |