Larry Swedroe Portfolio

Investment Summary
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:0.55Maximum 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:

Larry Swedroe portfolio

Other Investment Strategy Characteristics:
Investment Type:Buy & HoldInvestment Risk:3/5 AverageBacktest Range:5-10 yearsRebalancing period:Monthly
Investment Strategy Markets:
  • US Small Caps
  • Foreign Emerging Markets
  • T-bills
  • TIPS (Treasury Inflation Protection Securities)

LINKS

Financial Knowledge
MacroVar Model
Privacy Policy
Terms
Disclaimer
MacroVar Database

CONTACT US

If you have questions about your account, current plan, or upgrade options, please contact us.

PRICING

Premium Plans
Follow Us

MacroVar

© 2021 MacroVar - Free Financial Advisor

Feedback
Feedback
How would you rate your experience?
Do you have any additional comment?
Next
Enter your email if you'd like us to contact you regarding with your feedback.
Back
Submit
Thank you for submitting your feedback!