The Larry Swedroe Portfolio is investing in a constant portfolio of stock and bond mutual funds with the intention of holding them for long periods and not react on short term fluctuations.
The investor invests in accordance with a pre-determined strategy that doesn’t include any forecasting or market timing or stock picking.
Larry Swedroe portfolio however 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 Larry Swedroe portfolio.
Investment Performance
Investment Return (?):
8.65%
Volatility (?):
6.05%
Sharpe Ratio:
0.55
Maximum Drawdown:
-20.60%
Investment’s Fundamental Concept:
The Larry Swedroe portfolio allocation is: 1) US Small Caps (15%), 2) Foreign Emerging Markets (15%), 3) T-bills (35%), 4) TIPS (Treasury Inflation Protected Securities) (35%) using ETFs.
Larry Swedroe portfolio strategy Performance for the period 1973-2013 is displayed below:
Other Investment Strategy Characteristics:
Investment Type:
Buy & Hold
Investment Risk:
3/5 Average
Backtest Range:
5-10 years
Rebalancing period:
Monthly
Investment Strategy Markets:
US Small Caps
Foreign Emerging Markets
T-bills
TIPS (Treasury Inflation Protection Securities)
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