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P Floor and Ceiling 4 Percent On Six Core Asset TAA Most Aggressive Portfolio
P Floor and Ceiling 4 Percent On Six Core Asset TAA Most Aggressive Portfolio
live (public) 0.62% May 06
This portfolio assumes annual withdrawal rate 4% with floor 3.6% and ceiling 5%, rising with CPI inflation rate annually. See Floor and Ceiling Retirement Strategy with 4 Percent Fixed Percentage for more detailed description on this retirement income safe withdrawal strategy.
Delayed
Holdings (As of 03/28/2024)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
My Asset | P_61188 (Six Core Asset Index Funds Tactical Asset Allocation Most Aggressive) | 0.05% | 100.00% |
* Day change on 03/28/2024.
Performance (As of 05/06/2024)
Since 01/03/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P Floor and Ceiling 4 Percent On Six Core Asset TAA Most Aggressive Portfolio | 3.1% | 7.0% | 5.3% | 9.3% | 4.2% | 5.3% |
VFINX (Vanguard (S&P 500) Index) | 9.0% | 29.4% | 9.1% | 13.8% | 12.6% | 14.3% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 9.5% |
* 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 01/03/2001 |
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(%) | 1.2 | 3.1 | 7.0 | 5.3 | 9.3 | 4.2 | 5.3 | 7.9 | 7.9 | 2.7 | 5.2 | 23.3 | 20.1 | 7.8 | -12.1 | 12.5 | 8.5 | -5.9 | 4.8 | 21.9 | 12.8 | -4.4 | 18.7 | 32.2 | 1.4 | 36.9 | 29.2 | 22.6 | 19.9 | 41.5 | 10.2 | 6.5 |
Sharpe Ratio | NA | 0.14 | 0.26 | 0.23 | 0.59 | 0.26 | NA | NA | 0.75 | -0.14 | 0.26 | 1.57 | 1.48 | 0.76 | -1.01 | 1.51 | 0.79 | -0.62 | 0.46 | 1.91 | 1.39 | -0.26 | 0.88 | 1.88 | 0.03 | 1.7 | 1.62 | 1.67 | 1.28 | 4.5 | 0.97 | 0.64 |
Draw Down(%) | NA | 6.5 | 10.2 | 19.7 | 19.7 | 27.8 | NA | NA | 27.8 | 10.2 | 12.6 | 7.8 | 12.7 | 7.2 | 23.8 | 3.8 | 10.3 | 13.2 | 11.2 | 10.5 | 7.3 | 21.0 | 14.5 | 8.9 | 15.9 | 15.1 | 21.5 | 8.8 | 19.2 | 4.2 | 13.0 | 5.1 |
Standard Deviation(%) | NA | 13.0 | 12.0 | 13.2 | 13.0 | 11.7 | NA | NA | 13.3 | 11.2 | 14.7 | 14.8 | 13.4 | 8.4 | 13.3 | 7.9 | 10.5 | 9.6 | 10.3 | 11.4 | 9.2 | 17.2 | 21.3 | 17.0 | 15.7 | 20.0 | 16.0 | 12.2 | 14.8 | 9.1 | 9.4 | 6.5 |
Treynor Ratio | NA | 0.02 | 0.04 | 0.08 | 0.29 | 0.09 | NA | NA | 0.3 | -0.03 | 0.16 | 0.29 | 1.65 | 0.17 | -0.22 | 0.15 | 0.23 | -0.15 | 0.06 | 0.23 | 0.23 | -0.09 | 0.17 | 1.15 | 0.09 | 0.33 | 0.22 | 0.27 | 0.28 | 4.0 | 0.85 | 0.36 |
Alpha | NA | -0.06 | -0.05 | 0.0 | 0.01 | -0.01 | NA | NA | 0.02 | -0.05 | 0.02 | 0.0 | 0.05 | -0.03 | -0.05 | -0.02 | 0.01 | -0.04 | -0.03 | -0.03 | 0.0 | -0.03 | 0.0 | 0.07 | 0.0 | 0.09 | 0.02 | 0.04 | 0.02 | 0.09 | 0.01 | 0.01 |
Beta | NA | 0.95 | 0.84 | 0.39 | 0.27 | 0.33 | NA | NA | 0.33 | 0.6 | 0.23 | 0.79 | 0.12 | 0.38 | 0.62 | 0.77 | 0.35 | 0.4 | 0.76 | 0.96 | 0.56 | 0.5 | 1.07 | 0.28 | 0.06 | 1.04 | 1.15 | 0.74 | 0.69 | 0.1 | 0.11 | 0.12 |
RSquared | NA | 0.76 | 0.66 | 0.27 | 0.19 | 0.25 | NA | NA | 0.23 | 0.49 | 0.14 | 0.49 | 0.1 | 0.32 | 0.64 | 0.43 | 0.2 | 0.41 | 0.71 | 0.87 | 0.6 | 0.46 | 0.83 | 0.2 | 0.02 | 0.7 | 0.52 | 0.39 | 0.27 | 0.04 | 0.09 | 0.14 |
Sortino Ratio | NA | 0.19 | 0.37 | 0.3 | 0.8 | 0.35 | NA | NA | 1.03 | -0.19 | 0.34 | 2.12 | 2.02 | 0.99 | -1.25 | 2.08 | 1.08 | -0.8 | 0.6 | 2.72 | 1.96 | -0.33 | 1.25 | 2.75 | 0.04 | 2.34 | 2.26 | 2.28 | 1.71 | 6.54 | 1.3 | 0.8 |
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 |
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 01/03/2001
Strategies
Cash Flow Strategy | Floor and Ceiling Retirement Strategy with 4 Percent Fixed Percentage |