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P Invest and Speculate
P Invest and Speculate
live (public) 0.98% November 29
If Shiller CAPE10 > 0.8x CAPE10 Long Term Average, switch to P SMA 200d VFINX Total Return Bond As Cash Monthly
else
Switch to VFINX (S&P 500)
Delayed
Holdings (As of 09/30/2021)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Safe | P_61056 (P SMA 200d VFINX Total Return Bond As Cash Monthly) | 0.12% | 100.00% |
* Day change on 08/31/2021.
Previous
Performance (As of 11/29/2021)
Since 01/02/2001
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P Invest and Speculate | 23.3% | 30.7% | 10.6% | 13.4% | 13.2% | 12.9% |
| VFINX (Vanguard (S&P 500) Index) | -3.9% | 10.0% | 12.0% | 16.4% | 12.2% | 13.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -3.3% | 2.8% | 4.7% | 6.6% | 6.4% | 8.0% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 30.7 | 10.6 | 13.4 | 13.2 | 12.9 | 13.2 | 12.8 | 12.7 | 12.4 | 25.4 | 15.6 | 12.8 | -6.3 | 21.7 | 12.8 | -3.6 | 13.5 | 32.2 | 15.8 | -0.6 | 19.4 | 40.5 | -1.7 | 5.4 | 15.6 | 4.8 | 12.2 | 36.8 | -1.7 | 2.3 |
| Sharpe Ratio | NA | 2.42 | 0.94 | 0.98 | 1.05 | NA | NA | NA | NA | 0.92 | 2.02 | 0.9 | 1.07 | -0.47 | 3.15 | 1.32 | -0.27 | 1.19 | 2.9 | 1.24 | -0.04 | 1.39 | 2.05 | -0.36 | 0.15 | 1.23 | 0.25 | 1.04 | 3.19 | -0.46 | 0.01 |
| Draw Down(%) | NA | 5.1 | 18.5 | 20.9 | 20.9 | NA | NA | NA | NA | 20.9 | 5.1 | 18.5 | 7.5 | 20.9 | 2.6 | 5.5 | 12.0 | 7.3 | 5.6 | 9.6 | 17.5 | 12.1 | 9.0 | 7.3 | 9.9 | 7.5 | 7.0 | 7.5 | 4.4 | 10.0 | 0.0 |
| Standard Deviation(%) | NA | 12.2 | 14.4 | 13.2 | 12.5 | NA | NA | NA | NA | 12.4 | 12.6 | 17.2 | 10.7 | 16.2 | 6.7 | 9.5 | 13.6 | 11.4 | 11.1 | 12.7 | 17.3 | 13.9 | 19.7 | 7.1 | 16.0 | 10.0 | 10.3 | 10.8 | 11.3 | 6.1 | 0.0 |
| Treynor Ratio | NA | 0.31 | 0.34 | 0.27 | 0.23 | NA | NA | NA | NA | 0.3 | 0.27 | 0.62 | 0.16 | -0.08 | 0.21 | 0.25 | -0.05 | 0.13 | 0.32 | 0.16 | -0.01 | 0.32 | 0.79 | 2.11 | 0.02 | 0.13 | 0.03 | 0.12 | 0.95 | 2.23 | -0.03 |
| Alpha | NA | 0.0 | 0.02 | 0.02 | 0.01 | NA | NA | NA | NA | 0.03 | 0.0 | 0.04 | -0.03 | -0.01 | 0.0 | 0.03 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.04 | 0.09 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.09 | -0.01 | 0.0 |
| Beta | NA | 0.95 | 0.4 | 0.47 | 0.58 | NA | NA | NA | NA | 0.38 | 0.95 | 0.25 | 0.72 | 0.9 | 0.99 | 0.49 | 0.78 | 1.01 | 1.0 | 1.0 | 0.53 | 0.6 | 0.51 | -0.01 | 0.99 | 0.97 | 0.97 | 0.91 | 0.38 | -0.01 | 0.0 |
| RSquared | NA | 0.89 | 0.38 | 0.46 | 0.56 | NA | NA | NA | NA | 0.35 | 0.89 | 0.23 | 0.71 | 0.9 | 0.99 | 0.46 | 0.79 | 1.0 | 1.0 | 1.0 | 0.5 | 0.6 | 0.47 | 0.01 | 0.96 | 0.94 | 0.95 | 0.88 | 0.31 | 0.0 | 0.0 |
| Sortino Ratio | NA | 3.56 | 1.24 | 1.3 | 1.44 | NA | NA | NA | NA | 1.29 | 2.94 | 1.14 | 1.42 | -0.6 | 4.94 | 1.88 | -0.37 | 1.65 | 4.39 | 1.88 | -0.05 | 1.94 | 3.22 | -0.5 | 0.2 | 1.86 | 0.36 | 1.5 | 5.0 | -0.6 | NA |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2001
Strategies
| Asset Allocation Strategy | Shiller Cyclically Adjusted PE 10 Stock Market Timing Strategy |
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