Larry Swedroe Simple Portfolio
Larry Swedroe is a financial advisor and author who has written extensively on investing. One of the portfolio strategies he has recommended is the "simple portfolio," a low-cost, diversified investment portfolio designed to be easy to understand and manage.
The simple portfolio typically consists of a mix of asset classes, including stocks, bonds, and cash. The goal of the portfolio is to provide a combination of growth and income while minimizing risk through diversification. To implement the simple portfolio, an investor might invest in low-cost index funds or exchange-traded funds (ETFs) representing each asset class.
One of the key features of the simple portfolio is that it is designed to be easy to understand and manage, making it a good choice for investors who are new to investing or who do not have a lot of time to devote to managing their investments. It is also a good choice for investors who want to minimize the costs associated with investing, as the simple portfolio typically uses low-cost index funds or ETFs rather than actively managed funds.
Larry Swedroe Simple PortfolioAsset Allocation
Larry Swedroe Simple PortfolioPerformance
The chart shows the growth of $10,000 invested in Larry Swedroe Simple Portfolio in Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,515 for a total return of roughly 145.15%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Larry Swedroe Simple PortfolioReturns
As of Feb 7, 2023, the Larry Swedroe Simple Portfolio returned 5.40% Year-To-Date and 6.16% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 5.55% | 7.07% | -0.82% | -8.65% | 8.83% | 10.56% |
| Larry Swedroe Simple Portfolio | 3.01% | 5.40% | 2.65% | -2.71% | 5.62% | 6.16% |
| Portfolio components: | ||||||
IJS iShares S&P SmallCap 600 Value ETF | 10.25% | 13.91% | 9.19% | 6.87% | 8.62% | 10.87% |
EEM iShares MSCI Emerging Markets ETF | 0.52% | 6.28% | 2.08% | -15.25% | -1.68% | 1.38% |
EFV iShares MSCI EAFE Value ETF | 2.68% | 6.23% | 12.12% | -2.62% | 1.04% | 3.58% |
VB Vanguard Small-Cap ETF | 8.88% | 11.18% | 4.78% | 0.19% | 8.60% | 10.50% |
VTV Vanguard Value ETF | 0.06% | 2.22% | 5.83% | 0.60% | 9.10% | 11.40% |
TIP iShares TIPS Bond ETF | -0.11% | 1.26% | -4.80% | -7.69% | 2.45% | 1.16% |
| Returns over 1 year are annualized | ||||||
Larry Swedroe Simple PortfolioDividends
Larry Swedroe Simple Portfolio granted a 4.10% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 4.10% | 4.23% | 3.18% | 1.63% | 2.43% | 2.99% | 2.43% | 2.17% | 1.83% | 2.63% | 2.07% | 3.04% | 4.08% | 2.95% |
Larry Swedroe Simple PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Larry Swedroe Simple PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Larry Swedroe Simple 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 Larry Swedroe Simple Portfolio is 25.44%, recorded on Mar 18, 2020. It took 164 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.44% | Jan 17, 2020 | 42 | Mar 18, 2020 | 164 | Nov 9, 2020 | 206 |
| -19.04% | Nov 10, 2021 | 224 | Sep 30, 2022 | — | — | — |
| -13.65% | May 2, 2011 | 108 | Oct 3, 2011 | 80 | Jan 27, 2012 | 188 |
| -13.29% | Apr 27, 2015 | 202 | Feb 11, 2016 | 123 | Aug 8, 2016 | 325 |
| -12.84% | Aug 30, 2018 | 80 | Dec 24, 2018 | 131 | Jul 3, 2019 | 211 |
| -9.9% | Apr 26, 2010 | 49 | Jul 2, 2010 | 65 | Oct 5, 2010 | 114 |
| -7.12% | May 22, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -6.39% | Mar 27, 2012 | 48 | Jun 4, 2012 | 56 | Aug 22, 2012 | 104 |
| -6.38% | Jan 29, 2018 | 9 | Feb 8, 2018 | 135 | Aug 22, 2018 | 144 |
| -5.89% | Jan 20, 2010 | 14 | Feb 8, 2010 | 21 | Mar 10, 2010 | 35 |
Larry Swedroe Simple PortfolioVolatility Chart
Current Larry Swedroe Simple Portfolio volatility is 18.17%. 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.