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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

Dividend Yield

Rank 32 of 53

10Y Annualized Return

Rank 48 of 53

Sharpe Ratio

Rank 53 of 53

Maximum Drawdown

Rank 1 of 53


Gyroscopic Investing Desert PortfolioAsset Allocation

VGIT 60%IAU 10%VTI 30%BondBondCommodityCommodityEquityEquity

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 $22,422 for a total return of roughly 124.22%. 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 Nov 27, 2021, the Gyroscopic Investing Desert Portfolio returned 4.34% Year-To-Date and 6.55% of annualized return in the last 10 years.

Gyroscopic Investing Desert Portfolio0.25%1.84%4.34%6.37%8.20%6.55%
Vanguard Intermediate-Term Treasury ETF
Vanguard Total Stock Market ETF
iShares Gold Trust

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 0.43. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

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 1.49% dividend yield in the last twelve months, as of Nov 27, 2021.


Dividend yield


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 10.21%, recorded on May 12, 2021. The portfolio has not recovered from it yet.



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To Recover



-10.21%May 6, 20215May 12, 2021
-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

Gyroscopic Investing Desert PortfolioVolatility Chart

Current Gyroscopic Investing Desert Portfolio volatility is 5.80%. 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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