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William Bernstein`s `Coward`s` Lazy Portfolio ETF Version
William Bernstein`s `Coward`s` Lazy Portfolio ETF Version Strategic Asset Allocation - Equal Weight Moderate
William Bernstein`s `Coward`s` Lazy Portfolio ETF Version Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.09% May 16
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
CASH | CASH (CASH) | 0.0% | CASH | 0.04% |
US Equity | VTI (Vanguard Total Stock Market Index Fund ETF Shares) | 0.07% | Vanguard Total Stock Market ETF | 7.96% |
US Equity | VTV (Vanguard Value Index Fund ETF Shares) | 0.30% | Vanguard Value ETF | 8.49% |
Real Estate | VNQ (Vanguard Real Estate Index Fund ETF Shares) | 0.71% | Vanguard REIT Index ETF | 16.11% |
Emerging Market Equity | VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) | 0.34% | Vanguard Emerging Markets Stock ETF | 13.24% |
International Equity | VPL (Vanguard FTSE Pacific Index Fund ETF Shares) | 0.37% | Vanguard Pacific Stock ETF | 17.55% |
General Bond | BSV (Vanguard Short-Term Bond Index Fund ETF Shares) | 0.16% | Vanguard Short-Term Bond ETF | 36.61% |
* Day change on 03/28/2024.
Beta
Instructions On FolioInvesting.com Download Current Holdings to FolioInvesting CSV file
Performance (As of 05/16/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
William Bernstein`s `Coward`s` Lazy Portfolio ETF Version Strategic Asset Allocation - Equal Weight Moderate | 3.4% | 12.4% | 2.3% | 6.0% | 5.1% | 6.7% |
VFINX (Vanguard (S&P 500) Index) | 11.7% | 29.3% | 9.9% | 14.8% | 13.0% | 14.8% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 17.4% | 3.9% | 8.5% | 8.0% | 9.8% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 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(%) | 1.1 | 3.4 | 12.4 | 2.3 | 6.0 | 5.1 | 6.7 | 5.8 | 5.5 | 10.3 | -9.7 | 10.0 | 9.7 | 16.3 | -5.9 | 10.6 | 7.0 | -0.9 | 6.0 | 6.7 | 10.6 | -6.0 | 13.8 | 24.1 | -24.0 | 7.9 | 16.6 | 9.3 | 10.5 | 18.7 | -5.4 | 2.3 |
Sharpe Ratio | NA | 0.26 | 1.07 | -0.01 | 0.37 | 0.4 | NA | NA | 0.35 | 0.72 | -0.96 | 1.24 | 0.48 | 2.37 | -0.88 | 2.25 | 0.78 | -0.1 | 0.97 | 0.81 | 1.29 | -0.3 | 0.86 | 1.06 | -0.88 | 0.35 | 1.34 | 0.93 | 1.21 | 1.72 | -0.51 | 0.01 |
Draw Down(%) | NA | 3.5 | 7.3 | 15.9 | 22.3 | 22.3 | NA | NA | 40.5 | 7.3 | 15.9 | 3.6 | 22.3 | 3.5 | 10.5 | 2.0 | 6.3 | 9.3 | 4.4 | 8.1 | 6.4 | 18.9 | 11.0 | 18.9 | 37.7 | 7.5 | 10.1 | 4.6 | 6.4 | 8.3 | 13.1 | 0.0 |
Standard Deviation(%) | NA | 7.7 | 8.0 | 9.3 | 11.9 | 9.9 | NA | NA | 12.7 | 8.3 | 11.6 | 8.1 | 19.7 | 6.3 | 8.2 | 4.4 | 8.7 | 8.9 | 6.2 | 8.2 | 8.2 | 19.9 | 16.0 | 22.7 | 28.3 | 13.9 | 9.9 | 7.6 | 7.9 | 10.4 | 12.8 | 0.0 |
Treynor Ratio | NA | 0.04 | 0.15 | 0.0 | 0.09 | 0.08 | NA | NA | 0.08 | 0.11 | -0.25 | 0.19 | 0.17 | 0.33 | -0.16 | 0.2 | 0.12 | -0.02 | 0.13 | 0.1 | 0.18 | -0.07 | 0.16 | 0.3 | -0.38 | 0.06 | 0.15 | 0.11 | 0.16 | 0.3 | -0.15 | -0.03 |
Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 | 0.01 | -0.03 | 0.01 | 0.02 | 0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | 0.0 |
Beta | NA | 0.52 | 0.56 | 0.47 | 0.51 | 0.51 | NA | NA | 0.58 | 0.55 | 0.45 | 0.54 | 0.54 | 0.45 | 0.45 | 0.5 | 0.58 | 0.52 | 0.47 | 0.65 | 0.59 | 0.83 | 0.86 | 0.8 | 0.66 | 0.82 | 0.88 | 0.63 | 0.61 | 0.6 | 0.42 | 0.0 |
RSquared | NA | 0.61 | 0.66 | 0.78 | 0.85 | 0.83 | NA | NA | 0.79 | 0.73 | 0.86 | 0.76 | 0.91 | 0.8 | 0.85 | 0.57 | 0.77 | 0.83 | 0.74 | 0.78 | 0.84 | 0.94 | 0.93 | 0.91 | 0.92 | 0.89 | 0.79 | 0.73 | 0.73 | 0.95 | 0.74 | 0.0 |
Sortino Ratio | NA | 0.36 | 1.59 | -0.01 | 0.5 | 0.55 | NA | NA | 0.48 | 1.06 | -1.32 | 1.76 | 0.62 | 3.47 | -1.11 | 3.53 | 1.1 | -0.14 | 1.39 | 1.14 | 1.95 | -0.4 | 1.24 | 1.55 | -1.18 | 0.47 | 2.0 | 1.36 | 1.72 | 2.59 | -0.74 | NA |
Yield(%) | N/A | 1.2 | 3.98 | 2.96 | 3.06 | 2.61 | N/A | N/A | 2.34 | 3.7 | 2.16 | 2.5 | 2.85 | 3.08 | 2.0 | 0.98 | 2.98 | 2.43 | 2.48 | 2.03 | 1.48 | 1.79 | 2.15 | 1.96 | 3.41 | 3.17 | 2.87 | 2.71 | 1.72 | 0.77 | 1.02 | 2.31 |
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 |
*: 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 5 major asset classes: Fixed Income, US Equity, Foreign Equity, REITs, Emerging Market Equity
that are covered in William Bernstein`s `Coward`s` Lazy Portfolio ETF Version. It then selects one or two funds for each of the 5 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 9 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
06/08/2011
are obtained from historical simulation. They are hypothetical.