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MyPlanIQ
Static Portfolio
50-70 Percent Core Satellite Balanced Portfolio
50-70 Percent Core Satellite Balanced Portfolio (Static Portfolio)
live (public) 0.38% April 19
Buy and Hold (Annually Rebalance)
DividendStocks VDIGX 10%
USREITs VGSIX 5%
TotalReturnBonds P_46880 30%
TacticalStocks P_61056 55%
Simulated from 01/02/2001
Holdings (As of 04/19/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
DividendStocks | VDIGX (VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES) | 0.59% | 12.97% |
USREITs | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.50% | 4.42% |
TotalReturnBonds | P_46880 (Schwab Total Return Bond) | 0.10% | 25.48% |
TacticalStocks | P_61056 (P SMA 200d VFINX Total Return Bond As Cash Monthly) | 0.87% | 57.13% |
* Day change on 04/19/2024.
Performance (As of 04/19/2024)
Since 01/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
50-70 Percent Core Satellite Balanced Portfolio | 2.4% | 8.3% | 2.9% | 7.1% | 6.9% | 10.2% |
VFINX (Vanguard (S&P 500) Index) | 4.5% | 21.3% | 7.6% | 13.2% | 12.3% | 14.4% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.5% | 12.4% | 2.1% | 7.5% | 7.6% | 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 01/02/2001 |
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(%) | -2.1 | 2.4 | 8.3 | 2.9 | 7.1 | 6.9 | 10.2 | 9.2 | 9.5 | 10.1 | -13.7 | 18.9 | 12.3 | 14.3 | -4.1 | 16.3 | 10.6 | -2.0 | 11.8 | 21.8 | 15.5 | 3.0 | 17.8 | 27.7 | -5.8 | 5.5 | 15.6 | 4.8 | 11.6 | 33.5 | 1.8 | 2.4 |
Sharpe Ratio | NA | 0.16 | 0.55 | 0.07 | 0.56 | 0.66 | NA | NA | 0.96 | 0.66 | -1.72 | 1.99 | 0.92 | 1.88 | -0.5 | 3.43 | 1.52 | -0.21 | 1.44 | 2.66 | 1.71 | 0.24 | 1.75 | 2.63 | -0.9 | 0.21 | 1.67 | 0.36 | 1.33 | 4.32 | 0.18 | 0.03 |
Draw Down(%) | NA | 4.6 | 8.2 | 14.8 | 17.0 | 17.0 | NA | NA | 17.0 | 8.2 | 14.8 | 4.2 | 17.0 | 3.4 | 13.8 | 1.5 | 4.3 | 8.6 | 5.0 | 5.8 | 6.9 | 12.8 | 9.2 | 4.7 | 11.6 | 7.2 | 5.4 | 5.1 | 6.6 | 4.3 | 5.5 | 1.3 |
Standard Deviation(%) | NA | 8.4 | 8.2 | 8.7 | 9.8 | 8.9 | NA | NA | 8.7 | 8.7 | 8.8 | 9.5 | 13.0 | 6.9 | 10.7 | 4.6 | 6.8 | 9.4 | 8.1 | 8.2 | 9.0 | 12.6 | 10.1 | 10.5 | 7.5 | 11.5 | 7.4 | 7.4 | 8.0 | 7.6 | 4.1 | 2.0 |
Treynor Ratio | NA | 0.02 | 0.07 | 0.02 | 0.16 | 0.15 | NA | NA | 0.26 | 0.1 | -0.57 | 0.28 | 0.43 | 0.28 | -0.09 | 0.24 | 0.26 | -0.04 | 0.17 | 0.3 | 0.22 | 0.07 | 0.39 | 1.02 | -0.62 | 0.03 | 0.17 | 0.04 | 0.16 | 1.13 | 0.14 | 0.02 |
Alpha | NA | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | NA | NA | 0.02 | -0.02 | -0.04 | 0.0 | 0.03 | 0.0 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.04 | 0.07 | -0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.09 | 0.01 | 0.0 |
Beta | NA | 0.71 | 0.66 | 0.4 | 0.35 | 0.41 | NA | NA | 0.32 | 0.61 | 0.26 | 0.67 | 0.28 | 0.46 | 0.6 | 0.66 | 0.4 | 0.56 | 0.71 | 0.73 | 0.7 | 0.44 | 0.46 | 0.27 | 0.11 | 0.71 | 0.73 | 0.71 | 0.67 | 0.29 | 0.05 | 0.03 |
RSquared | NA | 0.94 | 0.89 | 0.62 | 0.59 | 0.65 | NA | NA | 0.51 | 0.83 | 0.53 | 0.86 | 0.55 | 0.72 | 0.92 | 0.94 | 0.59 | 0.86 | 0.98 | 0.98 | 0.99 | 0.66 | 0.66 | 0.5 | 0.36 | 0.98 | 0.97 | 0.97 | 0.87 | 0.43 | 0.11 | 0.12 |
Sortino Ratio | NA | 0.23 | 0.79 | 0.1 | 0.75 | 0.89 | NA | NA | 1.33 | 0.96 | -2.1 | 2.83 | 1.18 | 2.61 | -0.64 | 5.42 | 2.19 | -0.29 | 2.06 | 3.95 | 2.64 | 0.3 | 2.46 | 4.03 | -1.2 | 0.28 | 2.59 | 0.52 | 1.93 | 7.13 | 0.24 | 0.04 |
Yield(%) | N/A | 0.23 | 0.69 | 0.8 | 0.77 | 0.74 | N/A | N/A | 0.61 | 0.53 | 0.82 | 0.92 | 0.55 | 0.8 | 0.92 | 0.48 | 0.74 | 0.75 | 0.68 | 0.49 | 0.43 | 0.4 | 0.41 | 0.54 | 0.42 | 0.46 | 0.48 | 0.52 | 0.52 | 0.55 | 0.58 | 0.88 |
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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2001
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |