Gyroscopic Investing Desert Portfolio
The Desert Portfolio is a 3-asset lazy portfolio proposed on the forums at Gyroscopic Investing. It consists of 60% intermediate-term bonds, 30% stocks, and 10% gold.
Gyroscopic Investing Desert PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VGIT Vanguard Intermediate-Term Treasury ETF | Government Bonds | 60% |
IAU iShares Gold Trust | Precious Metals, Gold | 10% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 30% |
Gyroscopic Investing Desert PortfolioPerformance
The chart shows the growth of $10,000 invested in Gyroscopic Investing Desert Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,026 for a total return of roughly 100.26%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Gyroscopic Investing Desert PortfolioReturns
As of Nov 29, 2022, the Gyroscopic Investing Desert Portfolio returned -14.01% Year-To-Date and 5.77% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 1.45% | -4.82% | -16.96% | -13.86% | 8.56% | 10.84% |
| Gyroscopic Investing Desert Portfolio | 2.00% | -4.14% | -11.57% | -10.74% | 4.18% | 4.48% |
| Portfolio components: | ||||||
VGIT Vanguard Intermediate-Term Treasury ETF | 1.52% | -4.38% | -10.50% | -10.73% | 0.18% | 0.64% |
VTI Vanguard Total Stock Market ETF | 1.53% | -3.92% | -16.94% | -14.72% | 9.81% | 12.59% |
IAU iShares Gold Trust | 6.31% | -5.79% | -4.65% | -2.27% | 6.19% | -0.01% |
| Returns over 1 year are annualized | ||||||
Gyroscopic Investing Desert PortfolioDividends
Gyroscopic Investing Desert Portfolio granted a 1.78% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.78% | 1.40% | 1.82% | 1.97% | 1.98% | 1.66% | 1.77% | 1.82% | 1.68% | 1.76% | 2.60% | 2.26% | 2.94% |
Gyroscopic Investing Desert PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Gyroscopic Investing Desert PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Gyroscopic Investing Desert 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 Gyroscopic Investing Desert Portfolio is 16.15%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.15% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
| -8.85% | Feb 21, 2020 | 19 | Mar 18, 2020 | 29 | Apr 29, 2020 | 48 |
| -4.26% | Aug 30, 2018 | 80 | Dec 24, 2018 | 24 | Jan 30, 2019 | 104 |
| -4.25% | May 9, 2013 | 32 | Jun 24, 2013 | 60 | Sep 18, 2013 | 92 |
| -3.88% | Apr 16, 2015 | 92 | Aug 25, 2015 | 131 | Mar 3, 2016 | 223 |
| -3.64% | Jan 29, 2018 | 9 | Feb 8, 2018 | 140 | Aug 29, 2018 | 149 |
| -3.58% | Sep 19, 2011 | 11 | Oct 3, 2011 | 18 | Oct 27, 2011 | 29 |
| -3.5% | Sep 3, 2020 | 14 | Sep 23, 2020 | 44 | Nov 24, 2020 | 58 |
| -3.36% | Nov 9, 2011 | 12 | Nov 25, 2011 | 31 | Jan 11, 2012 | 43 |
| -3.16% | Sep 8, 2016 | 60 | Dec 1, 2016 | 54 | Feb 21, 2017 | 114 |
Gyroscopic Investing Desert PortfolioVolatility Chart
Current Gyroscopic Investing Desert Portfolio volatility is 8.74%. 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.