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Static Portfolio
core satellite harry browne port demo
core satellite harry browne port demo (Static Portfolio)
live (public) 0.40% June 04
Buy and Hold (Annually Reblance)
core-permanent P_17551 50%
satellite-vanguard-taa P_15208 50%
Simulated from 12/31/2000
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| core-permanent | P_17551 (Harry Browne Permanent Portfolio) | 0.52% | 46.09% |
| satellite-vanguard-taa | P_15208 (Vanguard ETFs Tactical Asset Allocation Moderate) | 0.29% | 53.91% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 01/31/2001
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| core satellite harry browne port demo | 3.1% | 31.2% | 12.9% | 10.4% | 7.2% | 7.2% |
| VFINX (Vanguard (S&P 500) Index) | 8.4% | 25.7% | 21.5% | 13.2% | 15.2% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.2% | 17.0% | 14.2% | 7.3% | 9.5% | 9.2% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/31/2001 |
2025 | 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(%) | 1.1 | 31.2 | 12.9 | 10.4 | 7.2 | 7.2 | 7.4 | 7.1 | 3.1 | 33.0 | 10.9 | -14.1 | 10.9 | 11.8 | 12.5 | -3.6 | 11.3 | 6.3 | -4.3 | 5.9 | 3.9 | 9.9 | 7.1 | 12.7 | 0.2 | 1.9 | 14.4 | 12.4 | 9.0 | 8.2 | 15.0 | 1.8 | 0.0 |
| Sharpe Ratio | NA | 1.27 | 0.69 | 0.7 | 0.62 | NA | NA | 0.72 | 0.16 | 1.39 | 1.04 | -1.91 | 1.59 | 1.11 | 2.37 | -0.82 | 2.59 | 1.11 | -0.78 | 1.25 | 0.61 | 2.07 | 0.91 | 1.38 | 0.01 | 0.11 | 1.07 | 0.99 | 1.14 | 1.28 | 2.65 | 0.22 | -0.77 |
| Draw Down(%) | NA | 10.1 | 10.1 | 16.0 | 16.0 | NA | NA | 16.0 | 8.9 | 4.7 | 6.6 | 16.0 | 4.0 | 14.4 | 2.5 | 9.0 | 1.9 | 5.2 | 8.1 | 4.0 | 7.1 | 2.5 | 5.9 | 5.2 | 12.4 | 9.8 | 6.5 | 10.7 | 4.1 | 4.8 | 3.0 | 2.8 | 2.2 |
| Standard Deviation(%) | NA | 21.9 | 14.0 | 11.9 | 9.4 | NA | NA | 8.2 | 11.1 | 21.2 | 7.0 | 8.1 | 6.9 | 10.4 | 4.6 | 6.1 | 4.1 | 5.5 | 5.5 | 4.7 | 6.3 | 4.7 | 7.8 | 9.2 | 11.4 | 8.3 | 10.5 | 9.1 | 6.0 | 5.7 | 5.4 | 3.0 | 2.7 |
| Treynor Ratio | NA | 0.67 | 0.27 | 0.24 | 0.24 | NA | NA | 0.28 | 0.05 | 0.52 | 0.19 | -0.58 | 0.25 | 0.76 | 0.83 | -0.16 | 0.33 | 0.58 | -0.21 | 0.21 | 0.08 | 0.38 | 0.35 | 0.31 | 0.01 | 0.15 | 0.19 | 0.13 | 0.15 | 0.17 | 0.61 | 0.08 | -0.21 |
| Alpha | NA | 0.09 | 0.02 | 0.02 | 0.01 | NA | NA | 0.02 | 0.01 | 0.07 | 0.0 | -0.04 | 0.0 | 0.03 | 0.03 | -0.01 | 0.02 | 0.02 | -0.02 | 0.01 | -0.03 | 0.02 | 0.03 | 0.03 | -0.01 | 0.02 | 0.04 | 0.01 | 0.02 | 0.01 | 0.03 | 0.01 | 0.0 |
| Beta | NA | 0.42 | 0.36 | 0.35 | 0.25 | NA | NA | 0.21 | 0.36 | 0.57 | 0.38 | 0.27 | 0.44 | 0.15 | 0.13 | 0.31 | 0.32 | 0.11 | 0.21 | 0.28 | 0.45 | 0.26 | 0.2 | 0.4 | 0.14 | 0.06 | 0.58 | 0.69 | 0.45 | 0.42 | 0.24 | 0.08 | 0.1 |
| RSquared | NA | 0.12 | 0.18 | 0.24 | 0.21 | NA | NA | 0.24 | 0.69 | 0.1 | 0.5 | 0.63 | 0.69 | 0.25 | 0.13 | 0.74 | 0.27 | 0.06 | 0.35 | 0.46 | 0.64 | 0.48 | 0.37 | 0.63 | 0.11 | 0.1 | 0.78 | 0.58 | 0.59 | 0.68 | 0.56 | 0.51 | 0.63 |
| Sortino Ratio | NA | 3.94 | 1.64 | 1.45 | 1.12 | NA | NA | 1.15 | 0.23 | 4.95 | 1.52 | -2.37 | 2.27 | 1.46 | 3.49 | -1.06 | 4.1 | 1.56 | -1.03 | 1.71 | 0.82 | 3.19 | 1.31 | 1.96 | 0.02 | 0.17 | 1.49 | 1.43 | 1.68 | 1.87 | 4.43 | 0.35 | -1.09 |
| Yield(%) | 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 |
| 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 01/31/2001
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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