Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Desert Portfolio
Details
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.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
7.1%
Sharpe Ratio
0.79
10 Year Annual Return
4.6%
Volatility (annualized)
6.0%
Max Drawdown
-17.8%
Positive Periods
67.0%
Dot Com Annual Return
3.8%
Great Financial Crisis Return
6.0%
Trade Frequency
Static
Ulcer Performance Index
1.6
How to Invest in the Desert Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
