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Professor Siegel`s Lazy WisdomTree ETFs Portfolio
Professor Siegel`s Lazy WisdomTree ETFs Portfolio Strategic Asset Allocation - Equal Weight Moderate
Professor Siegel`s Lazy WisdomTree ETFs Portfolio Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.06% January 08
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | CASH | 39.02% |
| International Equity | DWM (WisdomTree International Equity Fund) | 0.43% | WisdomTree DEFA | 30.47% |
| US Equity | DTD (WisdomTree U.S. Total Dividend Fund) | 0.86% | WisdomTree Total Dividend | 15.98% |
| US Equity | DHS (WisdomTree U.S. High Dividend Fund) | 0.39% | WisdomTree Equity Income | 14.53% |
* Day change on 10/31/2024.
Previous
Beta
Instructions On FolioInvesting.com Download Current Holdings to FolioInvesting CSV file
Performance (As of 01/08/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Professor Siegel`s Lazy WisdomTree ETFs Portfolio Strategic Asset Allocation - Equal Weight Moderate | 1.3% | 18.2% | 6.4% | 6.0% | 4.9% | 5.1% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.4% | 19.2% | 16.2% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.1% | 9.5% | 11.8% | 8.6% | 8.4% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 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(%) | -0.4 | 1.3 | 18.2 | 6.4 | 6.0 | 4.9 | 5.1 | 5.4 | 4.3 | 4.3 | 3.8 | 9.3 | 7.4 | -0.2 | 10.9 | -1.2 | 16.3 | -6.5 | 10.8 | 6.8 | -2.0 | 1.4 | 14.6 | 8.6 | 0.1 | 3.5 | 21.4 | -26.1 | 6.5 | 11.7 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.04 | 0.43 | 0.12 | 0.25 | 0.37 | NA | NA | NA | NA | 0.26 | 0.43 | 0.43 | -0.14 | 1.57 | -0.08 | 2.55 | -0.99 | 2.47 | 0.75 | -0.24 | 0.22 | 2.13 | 1.09 | 0.0 | 0.31 | 1.13 | -1.29 | 0.34 | 2.09 | 0.96 | 0.31 | 0.05 | 0.01 | 0.01 |
| Draw Down(%) | NA | 0.2 | 3.4 | 11.3 | 22.6 | 22.6 | NA | NA | NA | NA | 41.4 | 3.4 | 5.2 | 11.3 | 3.4 | 22.6 | 3.2 | 11.8 | 1.6 | 6.9 | 8.5 | 6.4 | 5.0 | 6.5 | 12.2 | 9.6 | 19.9 | 34.5 | 7.8 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 2.8 | 6.3 | 8.4 | 10.7 | 9.1 | NA | NA | NA | NA | 9.7 | 6.3 | 7.3 | 10.8 | 6.9 | 17.8 | 5.9 | 7.9 | 4.1 | 8.8 | 8.6 | 6.4 | 6.8 | 7.9 | 15.2 | 11.1 | 18.8 | 21.0 | 10.2 | 4.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Treynor Ratio | NA | 0.01 | 0.08 | 0.03 | 0.06 | 0.07 | NA | NA | NA | NA | 0.06 | 0.08 | 0.07 | -0.04 | 0.24 | -0.03 | 0.35 | -0.18 | 0.2 | 0.11 | -0.04 | 0.03 | 0.25 | 0.15 | 0.0 | 0.06 | 0.33 | -0.57 | 0.06 | 0.4 | 2.18 | 0.47 | 0.68 | -0.13 | -0.03 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | NA | NA | 0.0 | -0.01 | -0.02 | 0.03 | 0.0 | -0.04 | 0.01 | -0.02 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.04 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.18 | 0.36 | 0.4 | 0.45 | 0.46 | NA | NA | NA | NA | 0.41 | 0.36 | 0.45 | 0.39 | 0.45 | 0.49 | 0.42 | 0.43 | 0.52 | 0.61 | 0.5 | 0.51 | 0.58 | 0.57 | 0.63 | 0.57 | 0.65 | 0.48 | 0.59 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| RSquared | NA | 0.78 | 0.51 | 0.69 | 0.8 | 0.8 | NA | NA | NA | NA | 0.67 | 0.52 | 0.65 | 0.76 | 0.73 | 0.9 | 0.8 | 0.85 | 0.71 | 0.82 | 0.81 | 0.82 | 0.87 | 0.86 | 0.92 | 0.84 | 0.88 | 0.87 | 0.87 | 0.28 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.08 | 0.58 | 0.17 | 0.34 | 0.49 | NA | NA | NA | NA | 0.35 | 0.58 | 0.6 | -0.2 | 2.22 | -0.1 | 3.77 | -1.23 | 3.96 | 1.01 | -0.32 | 0.3 | 3.09 | 1.62 | 0.0 | 0.43 | 1.62 | -1.68 | 0.46 | 3.84 | 271.07 | 79.74 | 3.61 | 0.81 | NA |
| Yield(%) | N/A | 0.0 | 5.0 | 4.2 | 3.6 | 3.4 | 3.7 | 3.7 | 3.7 | 3.7 | 2.22 | 5.0 | 4.3 | 3.0 | 2.4 | 1.7 | 2.5 | 2.0 | 0.5 | 4.1 | 1.9 | 2.3 | 1.8 | 2.3 | 2.4 | 1.8 | 2.4 | 2.6 | 2.2 | 2.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -99.5 | 24.7 | 121.6 | 99.1 | 94.9 | N/A | N/A | N/A | N/A | N/A | 24.8 | 41.0 | 38.5 | 39.5 | -20.5 | 18.1 | 305.2 | -85.5 | 112.1 | -18.2 | 48.3 | -16.6 | -1.8 | 33.7 | -6.6 | -32.3 | 24.2 | 9.7 | 5.8 | 133.5 | 37.8 | -36.8 | -51.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 2 major asset classes: US Equity, Foreign Equity
that are covered in Professor Siegel`s Lazy WisdomTree ETFs Portfolio. It then selects one or two funds for each of the 2 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 8 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public on
06/07/2011
are obtained from historical simulation. They are hypothetical.
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