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Static Portfolio
Tactical Conservative Portfolio 40 Percent Stocks
Tactical Conservative Portfolio 40 Percent Stocks (Static Portfolio)
live (public) 0.58% May 03
Buy and Hold (Annually Rebalance)
Stocks P_61056 40%
Bonds P_46880 60%
Simulated from 01/02/2001
Holdings (As of 05/03/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Stocks | P_61056 (P SMA 200d VFINX Total Return Bond As Cash Monthly) | 1.26% | 45.62% |
Bonds | P_46880 (Schwab Total Return Bond) | 0.01% | 54.38% |
* Day change on 05/03/2024.
Performance (As of 05/03/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Tactical Conservative Portfolio 40 Percent Stocks | 3.5% | 7.1% | 2.2% | 6.1% | 5.7% | 8.7% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.8% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.9% | 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 01/02/2001 |
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(%) | 0.4 | 3.5 | 7.1 | 2.2 | 6.1 | 5.7 | 8.7 | 8.4 | 8.9 | 7.2 | -9.5 | 11.8 | 12.2 | 11.0 | -3.0 | 13.8 | 9.6 | -2.2 | 8.5 | 14.7 | 16.0 | 3.7 | 16.8 | 26.0 | -1.6 | 7.4 | 12.9 | 4.3 | 9.4 | 32.0 | 6.1 | 5.4 |
Sharpe Ratio | NA | 0.34 | 0.52 | -0.01 | 0.69 | 0.78 | NA | NA | 1.3 | 0.44 | -2.0 | 1.82 | 1.46 | 2.26 | -0.67 | 4.31 | 1.94 | -0.39 | 1.48 | 2.6 | 2.63 | 0.43 | 2.44 | 4.0 | -0.36 | 0.59 | 1.83 | 0.45 | 1.3 | 5.64 | 1.37 | 1.14 |
Draw Down(%) | NA | 3.6 | 6.2 | 10.5 | 11.5 | 11.5 | NA | NA | 11.5 | 6.2 | 10.5 | 3.0 | 11.5 | 2.0 | 8.7 | 0.9 | 3.0 | 6.2 | 3.6 | 5.2 | 5.0 | 8.4 | 6.8 | 2.2 | 7.3 | 5.1 | 4.2 | 4.0 | 6.5 | 5.1 | 3.1 | 2.5 |
Standard Deviation(%) | NA | 6.6 | 6.3 | 6.1 | 6.5 | 5.9 | NA | NA | 6.0 | 6.6 | 5.5 | 6.5 | 8.2 | 4.2 | 6.5 | 3.1 | 4.8 | 5.8 | 5.8 | 5.6 | 6.1 | 8.4 | 6.8 | 6.5 | 7.1 | 7.4 | 5.2 | 4.8 | 6.5 | 5.6 | 3.6 | 2.7 |
Treynor Ratio | NA | 0.04 | 0.07 | 0.0 | 0.27 | 0.22 | NA | NA | 0.53 | 0.07 | -1.08 | 0.27 | 1.24 | 0.41 | -0.12 | 0.33 | 0.45 | -0.07 | 0.17 | 0.3 | 0.35 | 0.15 | 0.67 | 3.88 | 1.28 | 0.1 | 0.2 | 0.05 | 0.19 | 2.84 | -1.38 | -1.65 |
Alpha | NA | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | NA | NA | 0.03 | -0.02 | -0.04 | 0.0 | 0.04 | 0.01 | -0.01 | 0.02 | 0.03 | -0.01 | 0.01 | 0.0 | 0.04 | 0.01 | 0.05 | 0.09 | -0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.1 | 0.02 | 0.01 |
Beta | NA | 0.52 | 0.47 | 0.21 | 0.16 | 0.21 | NA | NA | 0.15 | 0.39 | 0.1 | 0.43 | 0.1 | 0.23 | 0.35 | 0.4 | 0.21 | 0.32 | 0.49 | 0.48 | 0.45 | 0.24 | 0.25 | 0.07 | -0.02 | 0.43 | 0.49 | 0.43 | 0.44 | 0.11 | -0.04 | -0.02 |
RSquared | NA | 0.86 | 0.75 | 0.37 | 0.29 | 0.39 | NA | NA | 0.23 | 0.6 | 0.2 | 0.75 | 0.16 | 0.47 | 0.88 | 0.77 | 0.32 | 0.74 | 0.93 | 0.9 | 0.92 | 0.44 | 0.44 | 0.08 | 0.01 | 0.88 | 0.87 | 0.85 | 0.55 | 0.11 | 0.07 | 0.02 |
Sortino Ratio | NA | 0.48 | 0.74 | -0.01 | 0.93 | 1.06 | NA | NA | 1.84 | 0.65 | -2.38 | 2.52 | 1.88 | 3.3 | -0.85 | 7.15 | 2.9 | -0.53 | 2.13 | 3.78 | 4.2 | 0.55 | 3.5 | 6.95 | -0.49 | 0.79 | 2.87 | 0.65 | 1.86 | 9.59 | 2.02 | 1.64 |
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 01/02/2001
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |