Andrew Tobias Portfolio

Investment Summary
Andrew Tobias designed the Andrew Tobias Portfolio based on the following theory: Setup a simple balanced diversified portfolio. You never need to rearrange the investment mix even if the outlook for the future changes. The portfolio assures wealth will survive any event including an event that would be devastating to any individual element within the portfolio.

The Portfolio consists of equal weight allocations to US Large Cap Stocks, Foreign Developed Stocks and 10-year US Treasuries, Stocks to ensure portfolio diversification across four major financial states of the global economy:

Andrew Tobias Portfolio is a simple investment methodology and experiences heavy losses during market corrections and market crisis.

MacroVar offers 200+ Investment Strategies with higher returns, lower risk and losses than the 60/40 Portfolio portfolio.

Investment Performance
Investment Return (?):9.60%Volatility (?):10.50%Sharpe Ratio:0.42Maximum Drawdown:-35.60%
Investment’s Fundamental Concept:
The Portfolio consists of equal weight allocations to US Large Cap Stocks, Foreign Developed Stocks and 10-year US Treasuries, Stocks to ensure portfolio diversification across four major financial states of the global economy:

Market Environments

Andrew Tobias Portfolio Performance for the period 1973-2013 is displayed below:

Andrew Tobias

Andrew Tobias Portfolio Allocation is analyzed below:

Andrew Tobias Portfolio Allocation

Other Investment Strategy Characteristics:
Investment Type:Buy & HoldInvestment Risk:4/5 HighBacktest Range:40-60 yearsRebalancing period:Monthly
Investment Strategy Markets:
  • US Large Cap stocks
  • Foreign Developed Stocks
  • 10-year Bonds
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