Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Andrew Tobias Portfolio
Details
The Andrew Tobias Portfolio was created by…Andrew Tobias.
Andrew covered the financial markets for the New York Times, hosted the PBS series Beyond Wall Street and has written 12 books including selling over a million copies of The Only Investment Guide You’ll Ever Need.
This three holding portfolio invests 67% in equities and 33% in bonds.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
7.5%
Sharpe Ratio
0.55
10 Year Annual Return
6.1%
Volatility (annualized)
9.6%
Max Drawdown
-36.4%
Positive Periods
64.7%
Dot Com Annual Return
-5.4%
Great Financial Crisis Return
-0.9%
Trade Frequency
Static
Ulcer Performance Index
0.7
How to Invest in the Andrew Tobias Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
