Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Sandwich Portfolio
Details
The Sandwich Portfolio was developed by Bob Clyatt.
Bob is an economics major and worked for 20 years in information services before retiring early at age 42.
The portfolio was profiled in his book Work Less, Live More: The Way to Semi-Retirement.
The portfolio invests 50% in equities, 41% in bonds, and 9% in cash and REITs.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
7.2%
Sharpe Ratio
0.62
10 Year Annual Return
5.1%
Volatility (annualized)
8.8%
Max Drawdown
-28.7%
Positive Periods
67.4%
Dot Com Annual Return
-1.1%
Great Financial Crisis Return
2.3%
Trade Frequency
Static
Ulcer Performance Index
1.0
How to Invest in the Sandwich Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
