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Armstrong Original
Armstrong Original
live (public) 0.60% November 09
Frank Armstrong, author of The Informed Investor, proposed this portfolio for an MSN Money article. The two key points of the portfolio are that it has four asset classes (US, International, REIT, Bonds) and relies on market indices rather than active management.
The portfolio uses index funds because index funds eliminate manager risk. It overweights small-cap stocks as small-cap stocks have historically outperformed large caps stocks. The portfolio has a strong value tilt, based on the theory that, over the long haul, beaten-down stocks will perform better than high-flying growth stocks.
This should be a low cost, well performing portfolio.
The fund selection for testing the strategy is listed below with the ETF alternatives:
- 9.25% in Vanguard Small Cap Value VISVX (SCZ)
- 9.25% in Vanguard Value VIVAX (SPY, IYY)
- 6.25% in Vanguard Small-Cap Growth VISGX (VBK)
- 6.25% in Vanguard 500 Index VFINX (IVW)
- 31% in Vanguard Total International Stock VGTSX (EFA)
- 8% in Vanguard REIT VGSIX (IYR, VNQ, RWX)
- 30% in Vanguard Short-Term Bond VBISX (BND, AGG)
Things to note about the portfolio:
- This is designed as a lazy portfolio with limited rebalancing specified
- With 70% in equities, this would be considered an aggressive portfolio
- REIT is possibly underweighted
Delayed
Holdings (As of 09/29/2023)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| US Equity | VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) | 0.34% | 12.80% |
| US Equity | VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) | 0.63% | 7.29% |
| US Equity | VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) | 0.30% | 6.50% |
| US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.27% | 4.84% |
| International | VGTSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES) | 0.12% | 31.67% |
| Real Estate | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.24% | 7.36% |
| Bonds | VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) | 0.0% | 29.54% |
* Day change on 09/29/2023.
Previous
Performance (As of 11/09/2023)
Since 12/31/1999
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Armstrong Original | 1.8% | 5.5% | 2.0% | 4.0% | 4.3% | 6.8% |
| VFINX (Vanguard (S&P 500) Index) | 5.6% | 22.1% | 7.5% | 13.0% | 12.3% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1999 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 5.5 | 2.0 | 4.0 | 4.3 | 6.8 | 6.0 | 5.4 | 1.8 | -13.1 | 12.1 | 8.6 | 18.6 | -7.6 | 12.1 | 8.6 | -1.6 | 4.5 | 15.9 | 12.9 | -3.5 | 13.8 | 24.1 | -25.9 | 5.5 | 17.9 | 8.2 | 15.1 | 27.8 | -7.7 | -3.0 | 1.7 | 0.0 |
| Sharpe Ratio | NA | 0.12 | 0.02 | 0.19 | 0.3 | NA | NA | 0.33 | -0.2 | -0.98 | 1.32 | 0.39 | 2.3 | -0.95 | 2.24 | 0.83 | -0.17 | 0.61 | 1.85 | 1.28 | -0.19 | 0.94 | 1.06 | -1.02 | 0.2 | 1.67 | 0.82 | 1.76 | 2.92 | -0.7 | -0.49 | -0.24 | NA |
| Draw Down(%) | NA | 9.3 | 20.4 | 26.1 | 26.1 | NA | NA | 44.3 | 9.3 | 19.9 | 5.1 | 26.1 | 4.4 | 13.5 | 1.8 | 8.0 | 10.0 | 6.4 | 7.0 | 8.7 | 17.8 | 11.0 | 22.3 | 37.1 | 8.0 | 8.8 | 4.6 | 7.6 | 9.4 | 18.8 | 15.6 | 6.8 | 0.0 |
| Standard Deviation(%) | NA | 10.4 | 11.4 | 13.6 | 11.3 | NA | NA | 12.9 | 9.4 | 14.8 | 9.2 | 21.6 | 7.5 | 9.3 | 5.1 | 10.2 | 9.8 | 7.4 | 8.6 | 10.1 | 18.1 | 14.6 | 22.8 | 26.2 | 12.3 | 8.8 | 7.4 | 8.0 | 9.3 | 12.7 | 10.8 | 9.9 | NA |
| Treynor Ratio | NA | 0.02 | 0.0 | 0.04 | 0.08 | NA | NA | 0.33 | -0.03 | -0.25 | 0.2 | 0.14 | 0.3 | -1.04 | -1.89 | 4.54 | 0.41 | 2.68 | -8.3 | 21.35 | 0.5 | -4.11 | -2.18 | 2.75 | -0.25 | 1.45 | 5.37 | 2.09 | 8.19 | -1.99 | -0.74 | -0.22 | NA |
| Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.02 | -0.03 | -0.01 | -0.01 | -0.01 | 0.01 | -0.03 | 0.05 | 0.03 | 0.0 | 0.02 | 0.06 | 0.05 | -0.01 | 0.06 | 0.11 | -0.13 | 0.01 | 0.05 | 0.02 | 0.05 | 0.09 | -0.03 | -0.02 | 0.0 | NA |
| Beta | NA | 0.62 | 0.59 | 0.58 | 0.43 | NA | NA | 0.13 | 0.62 | 0.58 | 0.62 | 0.59 | 0.57 | 0.09 | -0.06 | 0.02 | -0.04 | 0.02 | -0.02 | 0.01 | -0.07 | -0.03 | -0.11 | -0.1 | -0.1 | 0.1 | 0.01 | 0.07 | 0.03 | 0.04 | 0.07 | 0.11 | NA |
| RSquared | NA | 0.83 | 0.84 | 0.86 | 0.46 | NA | NA | 0.04 | 0.78 | 0.9 | 0.77 | 0.92 | 0.9 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.06 | NA |
| Sortino Ratio | NA | 0.19 | 0.03 | 0.25 | 0.4 | NA | NA | 0.45 | -0.28 | -1.34 | 1.88 | 0.49 | 3.35 | -1.2 | 3.42 | 1.14 | -0.23 | 0.85 | 2.64 | 1.92 | -0.26 | 1.35 | 1.52 | -1.34 | 0.27 | 2.54 | 1.22 | 2.5 | 4.59 | -0.99 | -0.66 | -0.34 | NA |
| Yield(%) | N/A | 2.49 | 2.14 | 2.19 | 2.06 | N/A | N/A | 2.69 | 1.69 | 1.81 | 2.13 | 1.94 | 2.76 | 1.86 | 0.35 | 2.83 | 2.21 | 2.27 | 2.26 | 2.6 | 2.3 | 2.17 | 2.95 | 2.61 | 3.23 | 3.15 | 2.84 | 2.7 | 3.2 | 3.27 | 4.25 | 4.4 | 0.0 |
| 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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1999
Strategies
| Rebalancing Strategy | Fixed Time Interval Rebalancing |
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