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Static Portfolio
Frank Armstrong Ideal Index Lazy Portfolio Original
Frank Armstrong Ideal Index Lazy Portfolio Original (Static Portfolio)
live (public) 0.15% June 04
Buy and Hold (Annually Reblance)
SmallCapValue VISVX 9.25%
Value VIVAX 9.25%
SmallCapGrowth VISGX 6.25%
Large500 VFINX 6.25%
IntlStocks VGTSX 31%
REIT VGSIX 8%
Bonds VBISX 30%
Simulated from 5/28/1998
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| SmallCapValue | VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) | 0.48% | 11.00% |
| Value | VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) | 0.49% | 13.27% |
| SmallCapGrowth | VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) | 0.42% | 7.54% |
| Large500 | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.01% | 11.79% |
| IntlStocks | VGTSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES) | 0.60% | 29.59% |
| REIT | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.27% | 7.28% |
| Bonds | VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) | 0.20% | 19.53% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 05/28/1998
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Frank Armstrong Ideal Index Lazy Portfolio Original | 4.2% | 9.5% | 7.3% | 8.1% | 5.8% | 7.2% |
| VFINX (Vanguard (S&P 500) Index) | 6.7% | 21.6% | 20.9% | 12.9% | 15.0% | 14.3% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.4% | 16.7% | 14.3% | 7.5% | 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 05/28/1998 |
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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 9.5 | 7.3 | 8.1 | 5.8 | 7.2 | 6.3 | 6.2 | 4.2 | 9.5 | 13.5 | -13.8 | 13.7 | 8.9 | 19.3 | -7.6 | 12.0 | 8.1 | -1.3 | 4.5 | 15.5 | 13.0 | -3.1 | 13.8 | 23.5 | -26.4 | 5.9 | 17.9 | 8.2 | 14.7 | 26.9 | -7.8 | -3.2 | 0.6 | 13.7 | 1.5 |
| Sharpe Ratio | NA | 0.5 | 0.32 | 0.49 | 0.35 | NA | NA | 0.38 | 0.19 | 0.62 | 0.96 | -0.92 | 1.41 | 0.37 | 2.34 | -0.91 | 2.27 | 0.82 | -0.14 | 0.61 | 1.84 | 1.33 | -0.18 | 0.92 | 1.2 | -1.05 | 0.23 | 1.69 | 0.81 | 1.68 | 2.99 | -0.71 | -0.52 | -0.35 | 1.44 | -0.04 |
| Draw Down(%) | NA | 13.0 | 13.3 | 21.4 | 27.6 | NA | NA | 41.9 | 12.3 | 5.0 | 9.9 | 21.1 | 5.2 | 27.6 | 4.3 | 14.1 | 1.7 | 7.6 | 9.7 | 6.1 | 6.9 | 8.2 | 17.3 | 11.2 | 18.4 | 37.3 | 7.7 | 8.7 | 4.7 | 7.8 | 8.5 | 18.6 | 15.9 | 7.1 | 5.3 | 15.6 |
| Standard Deviation(%) | NA | 12.6 | 12.5 | 12.4 | 12.5 | NA | NA | 12.7 | 15.7 | 9.5 | 10.3 | 16.6 | 9.7 | 23.4 | 7.6 | 9.9 | 5.0 | 9.7 | 9.7 | 7.4 | 8.4 | 9.7 | 17.6 | 14.9 | 19.5 | 26.2 | 12.1 | 8.6 | 7.4 | 8.2 | 8.8 | 12.6 | 10.8 | 10.3 | 7.2 | 12.4 |
| Treynor Ratio | NA | 0.11 | 0.06 | 0.09 | 0.07 | NA | NA | 0.08 | 0.05 | 0.09 | 0.14 | -0.23 | 0.2 | 0.13 | 0.31 | -0.16 | 0.18 | 0.11 | -0.02 | 0.07 | 0.22 | 0.18 | -0.04 | 0.17 | 0.34 | -0.44 | 0.04 | 0.19 | 0.09 | 0.23 | 0.58 | -0.2 | -0.13 | -0.1 | 0.36 | -0.01 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | 0.01 | 0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | 0.02 | 0.02 | 0.03 | 0.05 | 0.01 | 0.0 | 0.01 | 0.02 | -0.03 |
| Beta | NA | 0.58 | 0.65 | 0.64 | 0.64 | NA | NA | 0.6 | 0.57 | 0.64 | 0.7 | 0.66 | 0.67 | 0.65 | 0.58 | 0.56 | 0.64 | 0.7 | 0.59 | 0.6 | 0.72 | 0.73 | 0.74 | 0.8 | 0.69 | 0.62 | 0.73 | 0.78 | 0.64 | 0.59 | 0.45 | 0.44 | 0.45 | 0.37 | 0.29 | 0.41 |
| RSquared | NA | 0.84 | 0.85 | 0.86 | 0.89 | NA | NA | 0.85 | 0.89 | 0.73 | 0.8 | 0.92 | 0.81 | 0.93 | 0.92 | 0.93 | 0.74 | 0.88 | 0.89 | 0.87 | 0.9 | 0.92 | 0.95 | 0.95 | 0.93 | 0.96 | 0.92 | 0.82 | 0.79 | 0.65 | 0.77 | 0.82 | 0.79 | 0.65 | 0.53 | 0.63 |
| Sortino Ratio | NA | 0.69 | 0.46 | 0.69 | 0.48 | NA | NA | 0.52 | 0.26 | 0.84 | 1.44 | -1.26 | 2.01 | 0.47 | 3.41 | -1.15 | 3.44 | 1.13 | -0.19 | 0.85 | 2.63 | 2.01 | -0.24 | 1.32 | 1.73 | -1.37 | 0.31 | 2.56 | 1.2 | 2.38 | 4.71 | -1.01 | -0.71 | -0.5 | 2.16 | -0.05 |
| Yield(%) | N/A | 1.9 | 2.5 | 2.6 | 2.6 | 3.8 | 4.2 | 2.84 | 0.4 | 2.5 | 2.6 | 1.8 | 2.0 | 2.0 | 2.8 | 1.8 | 0.4 | 2.8 | 2.3 | 2.3 | 2.3 | 2.6 | 2.3 | 2.1 | 3.1 | 2.6 | 3.2 | 3.1 | 2.8 | 2.7 | 3.2 | 3.3 | 4.3 | 4.2 | 4.6 | 2.9 |
| Dividend Growth(%) | N/A | -28.4 | 31.2 | 54.2 | 43.3 | N/A | N/A | N/A | -82.0 | 7.8 | 23.8 | 5.5 | 8.5 | -14.0 | 41.4 | 452.0 | -86.0 | 22.8 | 4.8 | 13.1 | -2.9 | 11.3 | 21.6 | -13.0 | -13.1 | -14.3 | 19.9 | 23.2 | 20.7 | 4.9 | -9.4 | -25.2 | 2.1 | 2.2 | 64.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/1998
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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