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Larry Swedroe Simple Portfolio

Last updated Feb 7, 2023

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.

Expense Ratio

Rank 47 of 54

0.20%
0.00%0.94%
Dividend Yield

Rank 2 of 54

4.10%
0.00%4.21%
10Y Annualized Return

Rank 37 of 54

6.16%
2.65%53.17%
Sharpe Ratio

Rank 4 of 54

-0.21
-0.99-0.09
Maximum Drawdown

Rank 23 of 54

-25.44%
-55.92%-14.59%

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


-10.00%-5.00%0.00%5.00%OctoberNovemberDecember2023February
5.86%
3.64%
Larry Swedroe Simple Portfolio
Benchmark (^GSPC)
Portfolio components

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.


1MYTD6M1Y5Y10Y
Benchmark5.55%7.07%-0.82%-8.65%8.83%10.56%
Larry Swedroe Simple Portfolio3.01%5.40%2.65%-2.71%5.62%6.16%
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%

Larry Swedroe Simple 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 Larry Swedroe Simple Portfolio Sharpe ratio is -0.21. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.20-1.00-0.80-0.60-0.40-0.20OctoberNovemberDecember2023February
-0.21
-0.34
Larry Swedroe Simple Portfolio
Benchmark (^GSPC)
Portfolio components

Larry Swedroe Simple PortfolioDividends

Larry Swedroe Simple Portfolio granted a 4.10% dividend yield in the last twelve months.


PeriodTTM2022202120202019201820172016201520142013201220112010

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.


-25.00%-20.00%-15.00%-10.00%-5.00%OctoberNovemberDecember2023February
-7.23%
-14.29%
Larry Swedroe Simple Portfolio
Benchmark (^GSPC)
Portfolio components

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, 202042Mar 18, 2020164Nov 9, 2020206
-19.04%Nov 10, 2021224Sep 30, 2022
-13.65%May 2, 2011108Oct 3, 201180Jan 27, 2012188
-13.29%Apr 27, 2015202Feb 11, 2016123Aug 8, 2016325
-12.84%Aug 30, 201880Dec 24, 2018131Jul 3, 2019211
-9.9%Apr 26, 201049Jul 2, 201065Oct 5, 2010114
-7.12%May 22, 201323Jun 24, 201360Sep 18, 201383
-6.39%Mar 27, 201248Jun 4, 201256Aug 22, 2012104
-6.38%Jan 29, 20189Feb 8, 2018135Aug 22, 2018144
-5.89%Jan 20, 201014Feb 8, 201021Mar 10, 201035

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.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%OctoberNovemberDecember2023February
11.75%
16.98%
Larry Swedroe Simple Portfolio
Benchmark (^GSPC)
Portfolio components