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.
Asset 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% |
Performance
The chart shows the growth of $10,000 invested in Gyroscopic Investing Desert Portfolio in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,791 for a total return of roughly 107.91%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Apr 1, 2023, the Gyroscopic Investing Desert Portfolio returned 4.74% Year-To-Date and 4.61% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | 3.51% | 7.03% | 12.88% | -10.71% | 9.25% | 10.16% |
| Gyroscopic Investing Desert Portfolio | 3.45% | 4.74% | 8.02% | -4.31% | 5.04% | 4.61% |
| Portfolio components: | ||||||
VGIT Vanguard Intermediate-Term Treasury ETF | 3.07% | 2.94% | 3.78% | -2.78% | 1.03% | 0.94% |
VTI Vanguard Total Stock Market ETF | 2.71% | 7.18% | 13.17% | -10.19% | 10.36% | 11.75% |
IAU iShares Gold Trust | 7.94% | 8.04% | 18.56% | 1.66% | 8.07% | 1.90% |
| Returns over 1 year are annualized | ||||||
Dividends
Gyroscopic Investing Desert Portfolio granted a 1.84% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.84% | 1.55% | 1.41% | 1.83% | 1.98% | 1.99% | 1.67% | 1.79% | 1.84% | 1.69% | 1.78% | 2.63% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst 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 |
Volatility Chart
Current Gyroscopic Investing Desert Portfolio volatility is 19.57%. 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.