Bob Clyatt Sandwich Portfolio
Bob Clyatt Sandwich PortfolioAsset Allocation
Bob Clyatt Sandwich PortfolioPerformance
The chart shows the growth of $10,000 invested in Bob Clyatt Sandwich Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,136 for a total return of roughly 141.36%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Bob Clyatt Sandwich PortfolioReturns
As of Nov 27, 2021, the Bob Clyatt Sandwich Portfolio returned 7.43% Year-To-Date and 8.16% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 0.43% | 9.37% | 22.33% | 26.59% | 15.74% | 14.46% |
| Bob Clyatt Sandwich Portfolio | -1.15% | 0.94% | 7.43% | 10.32% | 9.04% | 8.16% |
| Portfolio components: | ||||||
VV Vanguard Large Cap ETF | 0.40% | 10.31% | 23.27% | 27.95% | 18.30% | 16.89% |
EEM iShares MSCI Emerging Markets ETF | -6.42% | -10.28% | -5.34% | -0.30% | 8.88% | 4.68% |
VNQ Vanguard Real Estate ETF | -1.54% | 10.24% | 29.62% | 31.18% | 10.56% | 11.65% |
IEI iShares 3-7 Year Treasury Bond ETF | 0.15% | -0.85% | -2.28% | -2.05% | 2.54% | 1.91% |
SCZ iShares MSCI EAFE Small-Cap ETF | -5.60% | -4.26% | 6.29% | 12.74% | 10.55% | 10.54% |
VEU Vanguard FTSE All-World ex-US ETF | -4.61% | -4.58% | 4.79% | 9.08% | 9.61% | 7.53% |
IJR iShares Core S&P Small-Cap ETF | -0.22% | 0.56% | 24.16% | 31.16% | 12.33% | 15.03% |
BIL SPDR Barclays 1-3 Month T-Bill ETF | 0.00% | -0.07% | -0.10% | -0.10% | 0.95% | 0.45% |
| Returns over 1 year are annualized | ||||||
Bob Clyatt Sandwich PortfolioDividends
Bob Clyatt Sandwich Portfolio granted a 1.19% dividend yield in the last twelve months, as of Nov 27, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.19% | 1.41% | 2.26% | 2.26% | 1.82% | 1.85% | 1.81% | 1.74% | 1.49% | 1.67% | 2.00% | 1.98% |
Bob Clyatt Sandwich PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Bob Clyatt Sandwich PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Bob Clyatt Sandwich Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Bob Clyatt Sandwich Portfolio is 18.13%, recorded on Mar 23, 2020. It took 53 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.13% | Feb 13, 2020 | 27 | Mar 23, 2020 | 53 | Jun 8, 2020 | 80 |
| -11.3% | Jul 8, 2011 | 61 | Oct 3, 2011 | 83 | Feb 1, 2012 | 144 |
| -9.81% | Jan 29, 2018 | 229 | Dec 24, 2018 | 59 | Mar 21, 2019 | 288 |
| -8.42% | Apr 27, 2015 | 202 | Feb 11, 2016 | 79 | Jun 6, 2016 | 281 |
| -7.2% | Apr 26, 2010 | 30 | Jun 7, 2010 | 69 | Sep 14, 2010 | 99 |
| -5.96% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -5.88% | Apr 3, 2012 | 43 | Jun 4, 2012 | 66 | Sep 6, 2012 | 109 |
| -5.18% | Jan 20, 2010 | 14 | Feb 8, 2010 | 21 | Mar 10, 2010 | 35 |
| -4.75% | Jun 9, 2020 | 3 | Jun 11, 2020 | 28 | Jul 22, 2020 | 31 |
| -4.28% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
Bob Clyatt Sandwich PortfolioVolatility Chart
Current Bob Clyatt Sandwich Portfolio volatility is 11.78%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.