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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.

Expense Ratio

Rank 25 of 53

0.06%
0.00%0.94%
Dividend Yield

Rank 28 of 53

1.57%
0.00%2.60%
10Y Annualized Return

Rank 48 of 53

6.69%
4.72%40.02%
Sharpe Ratio

Rank 40 of 53

2.19
1.083.46
Maximum Drawdown

Rank 1 of 53

-8.85%
-38.24%-8.85%

Gyroscopic Investing Desert PortfolioAsset Allocation


VGIT 60%IAU 10%VTI 30%BondBondCommodityCommodityEquityEquity
S&P 500

Gyroscopic Investing Desert PortfolioPerformance

The chart shows the growth of $10,000 invested in Gyroscopic Investing Desert Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $22,115 for a total return of roughly 121.15%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Gyroscopic Investing Desert Portfolio
Benchmark (S&P 500)
Portfolio components

Gyroscopic Investing Desert PortfolioReturns

As of Jun 12, 2021, the Gyroscopic Investing Desert Portfolio returned 3.14% Year-To-Date and 6.69% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Gyroscopic Investing Desert Portfolio1.33%2.91%3.33%11.42%7.88%6.63%
IAU
iShares Gold Trust
0.45%-1.38%-0.50%8.23%7.40%1.75%
VGIT
Vanguard Intermediate-Term Treasury ETF
0.72%-1.48%-1.32%-1.31%2.38%2.71%
VTI
Vanguard Total Stock Market ETF
2.84%13.13%13.96%41.29%17.80%14.94%

Gyroscopic Investing Desert PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Gyroscopic Investing Desert Portfolio Sharpe ratio is 2.19. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Gyroscopic Investing Desert Portfolio
Benchmark (S&P 500)
Portfolio components

Gyroscopic Investing Desert PortfolioDividends

Gyroscopic Investing Desert Portfolio granted a 0.39% dividend yield in the last twelve months, as of Jun 12, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

0.39%1.77%1.87%1.84%1.52%1.59%1.53%1.46%1.50%2.18%1.85%2.35%

Gyroscopic Investing Desert PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


Gyroscopic Investing Desert Portfolio
Benchmark (S&P 500)
Portfolio components

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 8.85%, recorded on Mar 18, 2020. It took 29 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-8.85%Feb 21, 202019Mar 18, 202029Apr 29, 202048
-4.26%Aug 30, 201880Dec 24, 201824Jan 30, 2019104
-4.25%May 9, 201332Jun 24, 201360Sep 18, 201392
-3.88%Apr 16, 201592Aug 25, 2015131Mar 3, 2016223
-3.64%Jan 29, 20189Feb 8, 2018140Aug 29, 2018149
-3.58%Sep 19, 201111Oct 3, 201118Oct 27, 201129
-3.5%Sep 3, 202014Sep 23, 202044Nov 24, 202058
-3.36%Nov 9, 201112Nov 25, 201131Jan 11, 201243
-3.16%Sep 8, 201660Dec 1, 201654Feb 21, 2017114
-3.11%Feb 11, 202115Mar 4, 202129Apr 15, 202144

Gyroscopic Investing Desert PortfolioVolatility Chart

Current Gyroscopic Investing Desert Portfolio volatility is 7.22%. 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.


Gyroscopic Investing Desert Portfolio
Benchmark (S&P 500)
Portfolio components

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