The Desert Portfolio was created by a member of the Gyroscopic Investing forum.
It’s a portfolio that isn’t all that different from the Permanent Portfolio, but instead of four funds with short and long term treasuries, the Desert Portfolio goes with a larger allocation to intermediate-term treasuries.
The portfolio invests 30% in equities, 60% in bonds, and 10% in gold.
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Low | Average | High | |
|---|---|---|---|
1-Year | -15.8% | 7.3% | 23.9% |
3-Year | 0.5% | 7.6% | 14.7% |
5-Year | 3.0% | 7.5% | 12.6% |
10-Year | 3.9% | 7.4% | 9.5% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 7.1% | 9.3% | 10.3% |
10Y Annual Return | 4.6% | 7.9% | 12.2% |
Sharpe Ratio | 0.79 | 0.51 | 0.43 |
Max Drawdown | -17.8% | -29.7% | -50.97% |
Volatility (annualized) | 6.0% | 9.9% | 15.4% |
Dot Com Annual Return | 3.8% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | 6.0% | -0.3% | -5.66% |
Positive Periods | 67.0% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
