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Static Portfolio
P Buffett Total Stock Market Valuation to GNP Ratio and Minimum Stocks
P Buffett Total Stock Market Valuation to GNP Ratio and Minimum Stocks (Static Portfolio)
live (public) 0.38% June 01
Buy and Hold (Annually Rebalance)
CoreUSStocks VTSMX 10%
CoreUSREITs VGSIX 5%
CoreIntlStocks VGTSX 4%
CoreEmStocks VEIEX 1%
SatelliteTactical P_63708 80%
Simulated from 07/02/2001
Holdings (As of 06/01/2023)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
CoreUSStocks | VTSMX (VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES) | 1.00% | 10.77% |
CoreUSREITs | VGSIX (VANGUARD REIT INDEX FUND INVESTOR SHARES) | 0.04% | 4.32% |
CoreIntlStocks | VGTSX (VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INVESTOR SHARES) | 1.44% | 4.23% |
CoreEmStocks | VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) | 1.17% | 0.96% |
SatelliteTactical | P_63708 (P Warren Buffett Total Stock Market Valuation to GNP Ratio SO SU Weekly Strategy Total Return Bond Funds As Cash) | 0.25% | 79.72% |
* Day change on 06/01/2023.
Performance (As of 06/01/2023)
Since 07/02/2001
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P Buffett Total Stock Market Valuation to GNP Ratio and Minimum Stocks | 2.5% | 1.8% | -0.3% | 2.4% | 5.6% | 8.8% |
VFINX (Vanguard (S&P 500) Index) | 11.7% | 29.3% | 9.9% | 14.8% | 13.0% | 14.8% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.0% | 18.2% | 3.8% | 8.6% | 7.9% | 9.8% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/02/2001 |
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(%) | 1.0 | 1.8 | -0.3 | 2.4 | 5.6 | 8.8 | 9.2 | 9.0 | 2.5 | -5.6 | -5.9 | 10.6 | 13.7 | -2.2 | 10.6 | 8.0 | -1.3 | 14.5 | 29.7 | 16.3 | 1.2 | 16.0 | 57.7 | -14.7 | 7.1 | 14.1 | 5.5 | 10.4 | 30.2 | -1.4 | 0.6 |
Sharpe Ratio | NA | -0.27 | -0.16 | 0.16 | 0.65 | NA | NA | 0.75 | 0.09 | -1.37 | -0.42 | 1.33 | 3.58 | -1.13 | 3.9 | 1.88 | -0.31 | 1.33 | 2.68 | 1.28 | 0.05 | 0.86 | 2.56 | -1.24 | 0.58 | 2.11 | 0.74 | 1.45 | 5.75 | -0.35 | -0.04 |
Draw Down(%) | NA | 4.9 | 19.2 | 19.2 | 19.2 | NA | NA | 23.2 | 4.9 | 7.8 | 14.2 | 11.7 | 1.6 | 3.7 | 1.0 | 3.6 | 5.2 | 7.0 | 6.4 | 9.7 | 19.3 | 15.5 | 8.5 | 21.4 | 5.2 | 4.4 | 3.6 | 7.2 | 4.7 | 10.5 | 6.1 |
Standard Deviation(%) | NA | 5.3 | 9.3 | 8.0 | 7.5 | NA | NA | 10.8 | 6.2 | 5.1 | 14.2 | 7.8 | 3.4 | 3.1 | 2.6 | 4.2 | 4.2 | 10.9 | 11.1 | 12.7 | 23.5 | 18.5 | 22.5 | 12.6 | 7.1 | 5.2 | 4.5 | 6.5 | 5.1 | 7.1 | 6.8 |
Treynor Ratio | NA | -14.62 | 2.16 | -1.37 | 8.5 | NA | NA | -6.61 | -0.14 | -9.34 | 3.71 | -3.1 | 8.43 | -0.28 | 0.59 | 55.9 | -0.35 | -26.03 | -4.63 | 6.43 | -0.11 | -2.88 | -7.02 | 9.2 | -1.9 | 1.26 | 0.63 | 1.53 | 16.17 | -1.37 | -0.08 |
Alpha | NA | 0.0 | 0.0 | 0.01 | 0.02 | NA | NA | 0.03 | 0.01 | -0.03 | -0.02 | 0.04 | 0.04 | -0.01 | 0.03 | 0.03 | 0.0 | 0.06 | 0.11 | 0.06 | 0.02 | 0.07 | 0.2 | -0.07 | 0.02 | 0.04 | 0.01 | 0.03 | 0.1 | -0.01 | 0.0 |
Beta | NA | 0.0 | -0.01 | -0.01 | 0.01 | NA | NA | -0.01 | -0.04 | 0.01 | -0.02 | -0.03 | 0.01 | 0.13 | 0.17 | 0.0 | 0.04 | -0.01 | -0.06 | 0.03 | -0.11 | -0.06 | -0.08 | -0.02 | -0.02 | 0.09 | 0.05 | 0.06 | 0.02 | 0.02 | 0.03 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.48 | 0.19 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 |
Sortino Ratio | NA | -0.39 | -0.17 | 0.18 | 0.79 | NA | NA | 1.04 | 0.13 | -1.76 | -0.43 | 1.71 | 5.64 | -1.44 | 6.65 | 2.83 | -0.42 | 1.86 | 4.0 | 1.94 | 0.07 | 1.22 | 4.23 | -1.63 | 0.77 | 3.3 | 1.08 | 2.08 | 9.99 | -0.49 | -0.05 |
Yield(%) | N/A | 0.49 | 0.46 | 0.49 | 0.52 | N/A | N/A | 0.57 | 0.09 | 0.46 | 0.46 | 0.48 | 0.55 | 0.52 | 0.56 | 0.59 | 0.49 | 0.62 | 0.57 | 0.58 | 0.47 | 0.49 | 0.72 | 0.5 | 0.53 | 0.56 | 0.6 | 0.6 | 0.65 | 0.52 | 0.35 |
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 07/02/2001
Strategies
Asset Allocation Strategy | Rebalance for Static Portfolios |