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Static Portfolio
Larry Swedroe Simple Portfolio
Larry Swedroe Simple Portfolio (Static Portfolio)
live (public) 0.09% June 04
One of the key features of the simple portfolio is that it is designed to be easy to understand and manage, making it a good choice for investors who are new to investing or who do not have a lot of time to devote to managing their investments. It is also a good choice for investors who want to minimize the costs associated with investing, as the simple portfolio typically uses low-cost index funds or ETFs rather than actively managed funds.
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asia Pacific Equities | EEM (iShares MSCI Emerging Markets ETF) | 1.24% | 4.38% |
| Foreign Large Cap Equities | EFV (iShares MSCI EAFE Value ETF) | 0.17% | 15.25% |
| Small Cap Value Equities | IJS (iShares S&P Small-Cap 600 Value ETF) | 0.38% | 13.82% |
| Inflation-Protected Bonds | TIP (iShares TIPS Bond ETF) | 0.39% | 38.15% |
| Small Cap Growth Equities | VB (Vanguard Small-Cap ETF) | 0.05% | 13.16% |
| Large Cap Value Equities | VTV (Vanguard Value ETF) | 0.52% | 15.24% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 08/05/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Larry Swedroe Simple Portfolio | 2.5% | 7.2% | 4.7% | 7.8% | 5.7% | 7.0% |
| VFINX (Vanguard (S&P 500) Index) | 2.2% | 11.3% | 18.4% | 16.2% | 12.9% | 14.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.4% | 8.8% | 11.8% | 8.8% | 8.1% | 9.1% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 08/05/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 2.5 | 7.2 | 4.7 | 7.8 | 5.7 | 7.0 | 7.0 | 0.0 | 6.0 | 7.0 | 10.3 | -10.6 | 14.9 | 8.2 | 16.9 | -6.8 | 11.6 | 12.4 | -3.9 | 4.3 | 14.6 | 12.9 | 1.9 | 13.1 | 19.3 | -22.9 | 5.7 | 13.4 | 3.9 |
| Sharpe Ratio | NA | 0.09 | 0.34 | 0.12 | 0.5 | 0.37 | NA | NA | NA | 0.39 | 0.38 | 0.68 | -0.85 | 1.47 | 0.38 | 2.1 | -0.91 | 2.09 | 1.29 | -0.43 | 0.62 | 1.74 | 1.46 | 0.11 | 0.99 | 1.12 | -1.03 | 0.23 | 1.1 | 0.4 |
| Draw Down(%) | NA | 10.3 | 11.0 | 13.2 | 19.0 | 26.2 | NA | NA | NA | 38.2 | 4.8 | 9.2 | 18.3 | 5.2 | 26.2 | 3.9 | 12.9 | 2.0 | 6.2 | 10.1 | 5.9 | 7.0 | 6.6 | 14.3 | 10.5 | 17.8 | 34.7 | 7.1 | 8.1 | 4.4 |
| Standard Deviation(%) | NA | 14.0 | 11.5 | 11.5 | 11.5 | 11.4 | NA | NA | NA | 12.3 | 9.0 | 9.8 | 14.2 | 10.1 | 20.8 | 7.3 | 8.9 | 5.2 | 9.5 | 9.0 | 6.9 | 8.4 | 8.8 | 16.0 | 13.1 | 17.2 | 23.2 | 11.0 | 9.1 | 7.2 |
| Treynor Ratio | NA | 0.02 | 0.11 | 0.08 | 0.62 | 14.35 | NA | NA | NA | -2.46 | 2.12 | 1.72 | -3.45 | -2.09 | -0.6 | -2.04 | -5.92 | -1.5 | -13.31 | -0.67 | -2.01 | -8.24 | 18.22 | -0.23 | -35.55 | -5.44 | 6.21 | -0.24 | 1.78 | -1.59 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.02 | 0.02 | NA | NA | NA | 0.02 | 0.01 | 0.02 | -0.04 | 0.06 | 0.05 | 0.06 | -0.03 | 0.05 | 0.05 | -0.01 | 0.02 | 0.06 | 0.05 | 0.01 | 0.05 | 0.08 | -0.1 | 0.01 | 0.04 | 0.03 |
| Beta | NA | 0.5 | 0.37 | 0.17 | 0.09 | 0.0 | NA | NA | NA | -0.02 | 0.02 | 0.04 | 0.03 | -0.07 | -0.13 | -0.08 | 0.01 | -0.07 | -0.01 | 0.06 | -0.02 | -0.02 | 0.01 | -0.08 | 0.0 | -0.04 | -0.04 | -0.11 | 0.06 | -0.02 |
| RSquared | NA | 0.84 | 0.4 | 0.07 | 0.02 | 0.0 | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.05 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.12 | 0.48 | 0.18 | 0.71 | 0.51 | NA | NA | NA | 0.54 | 0.52 | 1.03 | -1.17 | 2.17 | 0.49 | 3.11 | -1.16 | 3.23 | 1.84 | -0.59 | 0.86 | 2.47 | 2.23 | 0.16 | 1.43 | 1.64 | -1.35 | 0.3 | 1.67 | 0.59 |
| Yield(%) | N/A | 0.5 | 2.4 | 2.8 | 3.5 | 3.2 | 4.3 | 4.3 | 4.5 | 0.0 | 2.6 | 2.8 | 3.6 | 3.3 | 1.6 | 2.4 | 2.3 | 2.1 | 1.9 | 1.3 | 2.0 | 1.7 | 2.3 | 2.9 | 2.2 | 3.2 | 3.6 | 3.1 | 2.7 | 1.6 |
| Dividend Growth(%) | N/A | -77.9 | -11.1 | 15.8 | 89.5 | N/A | N/A | N/A | N/A | N/A | 3.7 | -31.9 | 27.9 | 118.9 | -22.2 | -1.3 | 20.1 | 26.3 | 40.4 | -33.0 | 32.4 | -15.9 | -19.1 | 50.3 | -16.7 | -31.1 | 20.1 | 30.2 | 76.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2005
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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