Created by investment analyst Harry Browne in the 1980s.
The goal of the portfolio is to perform well regardless of the economic conditions. You can read more about it in his book Fail-Safe Investing.
Weight | Ticker | ETF Name | Sector | |
|---|---|---|---|---|
25% | BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill | Bond, U.S., Ultra Short-Term | |
25% | GLD | SPDR Gold Trust | Commodity, Gold | |
25% | SPY | SPDR S&P 500 ETF Trust | Equity, U.S., Large Cap | |
25% | TLT | iShares 20+ Year Treasury Bond | Bond, U.S., Long-Term |
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Low | Average | High | |
|---|---|---|---|
1-Year | -13.8% | 8.7% | 43.7% |
3-Year | 0.7% | 8.7% | 21.7% |
5-Year | 2.7% | 8.5% | 16.5% |
10-Year | 3.4% | 8.5% | 15.1% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 8.4% | 9.3% | 10.3% |
10Y Annual Return | 4.6% | 7.9% | 12.2% |
Sharpe Ratio | 0.53 | 0.51 | 0.43 |
Max Drawdown | -15.5% | -29.7% | -50.97% |
Volatility (annualized) | 7.4% | 9.9% | 15.4% |
Dot Com Annual Return | 2.5% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | 6.8% | -0.3% | -5.66% |
Positive Periods | 65.3% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
