Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Advanced Investors
Advanced Strategies
P Richard Ferri Personal Retirement Savings Portfolio
P Richard Ferri Personal Retirement Savings Portfolio
live (public) 0.17% January 08
Based on an article on New York Times on Richard Ferri's personal portfolio.
See alo Richard Ferri Personal Retirement Savings Lazy Portfolio for a plan using the funds in this portfolio.
Holdings (As of 01/08/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| asset1 | VTI (Vanguard Total Stock Market ETF) | 0.09% | 34.24% |
| asset2 | IJS (iShares S&P Small-Cap 600 Value ETF) | 0.27% | 9.95% |
| asset3 | BRSIX (ULTRA-SMALL COMPANY MARKET FUND CLASS N) | 2.45% | 3.95% |
| asset4 | VNQ (Vanguard Real Estate ETF) | 0.26% | 7.88% |
| asset5 | VPL (Vanguard FTSE Pacific ETF) | 0.11% | 7.06% |
| asset6 | VGK (Vanguard FTSE Europe ETF) | 0.39% | 7.07% |
| asset7 | DLS (WisdomTree International SmallCap Dividend Fund) | 0.89% | 4.94% |
| asset8 | VWO (Vanguard FTSE Emerging Markets ETF) | 0.64% | 4.95% |
| asset9 | BND (Vanguard Total Bond Market ETF) | 0.11% | 11.96% |
| asset10 | VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) | 0.17% | 4.00% |
| asset11 | VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) | 0.18% | 4.00% |
* Day change on 01/08/2025.
Previous
Performance (As of 01/08/2025)
Since 12/31/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P Richard Ferri Personal Retirement Savings Portfolio | -0.1% | 11.4% | 2.4% | 5.4% | 5.7% | 7.1% |
| VFINX (Vanguard (S&P 500) Index) | 7.1% | 13.7% | 19.4% | 16.6% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.4% | 10.3% | 11.9% | 8.9% | 8.5% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 12/31/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -0.1 | 11.4 | 2.4 | 5.4 | 5.7 | 7.1 | 7.1 | 0.0 | 5.7 | 10.7 | 16.4 | -17.7 | 16.7 | 5.5 | 21.3 | -10.0 | 14.7 | 9.4 | -2.7 | 6.5 | 18.9 | 13.5 | -1.1 | 16.9 | 26.8 | -30.3 | 0.0 |
| Sharpe Ratio | NA | -0.01 | 0.47 | -0.12 | 0.18 | 0.29 | NA | NA | NA | 0.28 | 0.39 | 1.05 | -1.05 | 1.54 | 0.19 | 2.15 | -0.96 | 2.42 | 0.8 | -0.24 | 0.75 | 1.89 | 1.18 | -0.06 | 1.02 | 1.08 | -0.98 | NA |
| Draw Down(%) | NA | 0.9 | 5.9 | 23.4 | 30.3 | 30.3 | NA | NA | NA | 46.5 | 5.9 | 11.3 | 24.2 | 5.5 | 30.3 | 5.2 | 17.2 | 2.0 | 9.1 | 11.3 | 6.5 | 7.4 | 9.1 | 17.8 | 12.6 | 24.3 | 42.7 | 0.0 |
| Standard Deviation(%) | NA | 9.3 | 10.5 | 13.8 | 16.9 | 13.9 | NA | NA | NA | 16.4 | 10.6 | 11.6 | 18.2 | 10.8 | 27.0 | 9.3 | 11.7 | 5.8 | 11.5 | 11.5 | 8.7 | 10.0 | 11.4 | 20.4 | 16.5 | 24.7 | 32.0 | NA |
| Treynor Ratio | NA | 0.0 | 0.07 | -0.02 | 0.04 | 0.07 | NA | NA | NA | 0.21 | 0.06 | 0.15 | -0.26 | 0.22 | 0.07 | 0.28 | -1.06 | -1.79 | 3.28 | 0.5 | 2.21 | -3.56 | -21.26 | 0.11 | -3.55 | -2.39 | 2.84 | NA |
| Alpha | NA | -0.1 | -0.03 | -0.02 | -0.02 | -0.01 | NA | NA | NA | 0.02 | -0.03 | -0.01 | -0.02 | -0.01 | -0.03 | 0.0 | -0.04 | 0.06 | 0.04 | -0.01 | 0.03 | 0.08 | 0.05 | 0.0 | 0.07 | 0.12 | -0.15 | NA |
| Beta | NA | 0.65 | 0.73 | 0.75 | 0.75 | 0.58 | NA | NA | NA | 0.22 | 0.74 | 0.81 | 0.73 | 0.76 | 0.74 | 0.72 | 0.11 | -0.08 | 0.03 | -0.05 | 0.03 | -0.05 | -0.01 | -0.11 | -0.05 | -0.11 | -0.11 | NA |
| RSquared | NA | 0.96 | 0.78 | 0.88 | 0.9 | 0.55 | NA | NA | NA | 0.07 | 0.78 | 0.84 | 0.94 | 0.83 | 0.92 | 0.94 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.02 | 0.02 | NA |
| Sortino Ratio | NA | -0.02 | 0.63 | -0.17 | 0.23 | 0.39 | NA | NA | NA | 0.39 | 0.53 | 1.58 | -1.43 | 2.22 | 0.25 | 3.1 | -1.21 | 3.7 | 1.1 | -0.32 | 1.05 | 2.71 | 1.77 | -0.08 | 1.47 | 1.56 | -1.3 | NA |
| Yield(%) | N/A | N/A | 2.3 | 2.0 | 2.1 | 2.0 | 3.1 | 3.1 | 2.3 | 1.9 | 2.3 | 2.5 | 1.7 | 2.1 | 1.1 | 1.4 | 1.0 | 0.8 | 1.2 | 1.3 | 2.2 | 1.1 | 1.7 | 2.8 | 2.9 | 3.0 | 3.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | 5.2 | 66.2 | 134.5 | N/A | N/A | N/A | N/A | N/A | 5.2 | 19.0 | -2.6 | 101.5 | -4.9 | 21.3 | 55.5 | -31.5 | -7.4 | -38.4 | 137.5 | -26.9 | -39.4 | 10.2 | 24.2 | -27.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2007
Strategies
| Rebalancing Strategy | Fixed Time Interval Rebalancing |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>