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Aronson Original
Aronson Original
live (public) 0.15% November 08
Ted Aronson and his AJO Partners manage about $25 billion of institutional assets. Aronson puts his family's taxable money in this well-diversified portfolio of no-load index funds.Fund Weight Ticker ETF US Equities 40% VFINX, VEXMX, VISGX, VTSMX, VISXX VTI, TMW, VBK, VBR International Equity 20% VPACX, VEURX VEA Emerging Markets 10% VEIEX EEM US Bonds 30% VIPSX, VUSTX, VWEHX TIP, LQD, HYG
This is a well diversified four asset class portfolio with an aggressive profile. The US equities are broadly diversified. Asia Pacific is put above Europe for developed markets. There is a diversified set of fixed income with VWEHX and VUSTX being relatively high risk. The long term treasury bond has proved to be a good diversifier in recent history.
The US component is possibly over-weighted and emerging markets could be increased or, even better, some real estate assets could be added.
Delayed
Holdings (As of 09/29/2023)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.27% | 15.08% |
| US Equity | VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) | 0.18% | 11.25% |
| US Equity | VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) | 0.30% | 6.37% |
| US Equity | VTSMX (VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES) | 0.26% | 5.29% |
| US Equity | VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) | 0.34% | 6.70% |
| International | VPACX (VANGUARD PACIFIC STOCK INDEX FUND INVESTOR SHARES) | 1.01% | 7.45% |
| International | VEURX (VANGUARD EUROPEAN STOCK INDEX FUND INVESTOR SHARES) | 0.16% | 2.53% |
| Emerging Markets | VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) | 0.52% | 9.62% |
| B | VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) | 1.21% | 7.04% |
| B | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 0.0% | 4.76% |
| B | VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) | 0.0% | 3.19% |
* Day change on 09/29/2023.
Previous
Performance (As of 11/08/2023)
Since 01/01/2001
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Aronson Original | 4.3% | 5.9% | 0.7% | 3.8% | 3.9% | 5.3% |
| VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 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 01/02/2001 |
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(%) | 2.3 | 5.9 | 0.7 | 3.8 | 3.9 | 5.3 | 4.3 | 4.0 | 4.3 | -15.9 | 8.6 | 14.2 | 16.3 | -6.5 | 11.7 | 7.3 | -2.5 | 4.4 | 7.6 | 9.0 | -1.1 | 9.7 | 15.4 | -19.8 | 7.6 | 8.3 | 6.6 | 8.0 | 12.7 | -2.9 | -2.6 |
| Sharpe Ratio | NA | 0.18 | -0.09 | 0.2 | 0.31 | NA | NA | 0.34 | 0.06 | -1.16 | 0.94 | 0.81 | 2.23 | -0.91 | 2.79 | 0.98 | -0.34 | 0.81 | 1.3 | 1.57 | -0.11 | 1.22 | 1.54 | -1.34 | 0.55 | 0.85 | 1.05 | 1.56 | 3.15 | -0.77 | -0.81 |
| Draw Down(%) | NA | 9.3 | 22.1 | 22.1 | 22.1 | NA | NA | 29.5 | 9.3 | 20.5 | 4.7 | 21.0 | 3.5 | 12.5 | 1.5 | 5.6 | 9.3 | 4.8 | 6.1 | 4.5 | 9.8 | 6.1 | 10.1 | 27.3 | 5.7 | 7.1 | 3.1 | 5.0 | 2.6 | 8.2 | 9.9 |
| Standard Deviation(%) | NA | 10.2 | 11.3 | 12.2 | 9.7 | NA | NA | 8.7 | 9.0 | 14.9 | 9.2 | 17.2 | 6.7 | 8.6 | 4.0 | 7.2 | 7.3 | 5.5 | 5.9 | 5.7 | 10.1 | 7.9 | 10.0 | 15.5 | 8.4 | 5.9 | 4.2 | 4.5 | 3.8 | 5.2 | 6.1 |
| Treynor Ratio | NA | 1.6 | -0.88 | -0.41 | 32.49 | NA | NA | 0.14 | 0.11 | -25.94 | -5.4 | -0.96 | -16.75 | -0.19 | 0.21 | 11.11 | -0.45 | -207.83 | 0.16 | 0.22 | -0.03 | 0.23 | 0.44 | -0.57 | 0.09 | 0.1 | 0.13 | 0.22 | 0.67 | -0.22 | -0.19 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | -0.07 | 0.04 | 0.07 | 0.06 | -0.02 | 0.01 | 0.03 | -0.01 | 0.02 | -0.02 | 0.01 | -0.01 | 0.02 | 0.02 | -0.03 | 0.02 | 0.0 | 0.02 | 0.02 | 0.03 | 0.0 | -0.01 |
| Beta | NA | 0.01 | 0.01 | -0.06 | 0.0 | NA | NA | 0.22 | 0.05 | 0.01 | -0.02 | -0.15 | -0.01 | 0.42 | 0.52 | 0.01 | 0.05 | 0.0 | 0.48 | 0.41 | 0.41 | 0.41 | 0.35 | 0.36 | 0.5 | 0.52 | 0.35 | 0.32 | 0.18 | 0.18 | 0.26 |
| RSquared | NA | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.24 | 0.01 | 0.0 | 0.0 | 0.09 | 0.0 | 0.7 | 0.76 | 0.0 | 0.01 | 0.0 | 0.82 | 0.85 | 0.91 | 0.89 | 0.89 | 0.91 | 0.88 | 0.77 | 0.73 | 0.61 | 0.65 | 0.85 | 0.85 |
| Sortino Ratio | NA | 0.26 | -0.12 | 0.27 | 0.41 | NA | NA | 0.46 | 0.09 | -1.57 | 1.32 | 1.03 | 3.27 | -1.16 | 4.36 | 1.39 | -0.46 | 1.12 | 1.8 | 2.4 | -0.15 | 1.75 | 2.29 | -1.73 | 0.74 | 1.24 | 1.55 | 2.18 | 5.05 | -1.07 | -1.09 |
| Yield(%) | N/A | 1.95 | 1.97 | 1.83 | 1.66 | N/A | N/A | 1.74 | 1.2 | 1.76 | 1.79 | 1.99 | 1.95 | 1.34 | 0.25 | 2.29 | 1.69 | 1.83 | 1.68 | 2.12 | 1.97 | 1.79 | 1.86 | 1.77 | 1.91 | 1.61 | 1.76 | 1.64 | 1.57 | 1.18 | 1.38 |
| 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 01/01/2001
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