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.
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Low | Average | High | |
|---|---|---|---|
1-Year | -30.8% | 7.8% | 35.7% |
3-Year | -7.5% | 7.5% | 20.2% |
5-Year | -1.2% | 7.4% | 17.7% |
10-Year | 1.7% | 6.7% | 12.5% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 7.5% | 9.3% | 10.3% |
10Y Annual Return | 6.1% | 7.9% | 12.2% |
Sharpe Ratio | 0.55 | 0.51 | 0.43 |
Max Drawdown | -36.4% | -29.7% | -50.97% |
Volatility (annualized) | 9.6% | 9.9% | 15.4% |
Dot Com Annual Return | -5.4% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | -0.9% | -0.3% | -5.66% |
Positive Periods | 64.7% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
