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Static Portfolio
Frank Armstrong Ideal Index Lazy Portfolio Original
Frank Armstrong Ideal Index Lazy Portfolio Original (Static Portfolio)
live (public) 0.74% May 03
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 05/03/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
SmallCapValue | VISVX (VANGUARD SMALL-CAP VALUE INDEX FUND INVESTOR SHARES) | 0.87% | 11.61% |
Value | VIVAX (VANGUARD VALUE INDEX FUND INVESTOR SHARES) | 0.59% | 13.23% |
SmallCapGrowth | VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) | 1.06% | 7.66% |
Large500 | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.26% | 11.11% |
IntlStocks | VGTSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES) | 0.89% | 28.61% |
REIT | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.71% | 7.13% |
Bonds | VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) | 0.20% | 20.65% |
* Day change on 05/03/2024.
Performance (As of 05/03/2024)
Since 05/28/1998
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Frank Armstrong Ideal Index Lazy Portfolio Original | 2.8% | 13.2% | 1.6% | 5.8% | 5.3% | 7.8% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 9.7% |
* 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 05/28/1998 |
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(%) | 1.0 | 2.8 | 13.2 | 1.6 | 5.8 | 5.3 | 7.8 | 6.4 | 6.0 | 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 | 0.17 | 0.97 | -0.05 | 0.28 | 0.35 | NA | NA | 0.37 | 0.91 | -0.91 | 1.41 | 0.37 | 2.35 | -0.9 | 2.28 | 0.82 | -0.14 | 0.61 | 1.84 | 1.33 | -0.18 | 0.92 | 1.2 | -1.04 | 0.24 | 1.71 | 0.82 | 1.68 | 2.99 | -0.7 | -0.51 | -0.34 | 1.46 | -0.03 |
Draw Down(%) | NA | 4.7 | 9.9 | 21.4 | 27.6 | 27.6 | NA | NA | 41.9 | 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 | 9.4 | 9.7 | 12.4 | 14.8 | 12.0 | NA | NA | 12.7 | 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 | 0.02 | 0.13 | -0.01 | 0.06 | 0.09 | NA | NA | 0.32 | 0.13 | -0.23 | 0.2 | 0.13 | 0.31 | -0.97 | -1.79 | 4.52 | 0.32 | 2.57 | -7.65 | 19.8 | 0.48 | -3.63 | -2.7 | 2.87 | -0.3 | 1.51 | 5.53 | 1.84 | 8.64 | -2.0 | -0.79 | -0.29 | 0.9 | -0.04 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.01 | -0.03 | 0.05 | 0.03 | 0.0 | 0.02 | 0.06 | 0.05 | -0.01 | 0.06 | 0.1 | -0.13 | 0.01 | 0.05 | 0.02 | 0.05 | 0.09 | -0.03 | -0.02 | -0.01 | 0.03 | -0.01 |
Beta | NA | 0.67 | 0.71 | 0.67 | 0.65 | 0.49 | NA | NA | 0.15 | 0.7 | 0.66 | 0.67 | 0.65 | 0.58 | 0.09 | -0.06 | 0.02 | -0.04 | 0.02 | -0.02 | 0.01 | -0.07 | -0.04 | -0.09 | -0.1 | -0.1 | 0.1 | 0.01 | 0.08 | 0.03 | 0.04 | 0.07 | 0.12 | 0.12 | 0.1 |
RSquared | NA | 0.72 | 0.74 | 0.87 | 0.9 | 0.52 | NA | NA | 0.05 | 0.8 | 0.92 | 0.81 | 0.93 | 0.92 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.07 | 0.09 | 0.03 |
Sortino Ratio | NA | 0.23 | 1.43 | -0.07 | 0.38 | 0.47 | NA | NA | 0.51 | 1.35 | -1.25 | 2.01 | 0.47 | 3.42 | -1.14 | 3.45 | 1.13 | -0.19 | 0.85 | 2.63 | 2.01 | -0.24 | 1.32 | 1.73 | -1.37 | 0.32 | 2.59 | 1.22 | 2.39 | 4.71 | -1.0 | -0.69 | -0.49 | 2.19 | -0.04 |
Yield(%) | N/A | 0.81 | 3.05 | 2.31 | 2.32 | 2.1 | N/A | N/A | 2.83 | 2.63 | 1.83 | 1.99 | 1.97 | 2.75 | 1.78 | 0.36 | 2.84 | 2.26 | 2.27 | 2.26 | 2.64 | 2.31 | 2.15 | 3.07 | 2.63 | 3.23 | 3.13 | 2.82 | 2.65 | 3.18 | 3.28 | 4.28 | 4.2 | 4.62 | 2.88 |
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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/1998
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |