The All-Weather Portfolio was developed by Ray Dalio, the founder of Bridgewater Associates.
This is a simplified version based on the All Seasons Portfolio outlined in Tony Robbins’ Book: MONEY Master the Game: 7 Simple Steps to Financial Freedom
Weight | Ticker | ETF Name | Sector | |
|---|---|---|---|---|
30% | SPY | SPDR S&P 500 | Equity, U.S., Large Cap | |
40% | TLT | iShares 20+ Year Treasury Bond | Bond, U.S. Long-Term | |
15% | IEF | iShares 7-10 Year Treasury Bond | Bond, U.S., Intermediate-Term | |
7.5% | GLD | SPDR Gold Trust | Commodity, Gold | |
7.5% | DBC | Invesco DB Commodity Index Trac | Commodity, Blend |
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Low | Average | High | |
|---|---|---|---|
1-Year | -19.7% | 9.5% | 43.1% |
3-Year | 0.1% | 9.4% | 25.0% |
5-Year | 3.3% | 9.4% | 21.5% |
10-Year | 4.0% | 9.6% | 15.3% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 9.1% | 9.3% | 10.3% |
10Y Annual Return | 5.0% | 7.9% | 12.2% |
Sharpe Ratio | 0.56 | 0.51 | 0.43 |
Max Drawdown | -21.2% | -29.7% | -50.97% |
Volatility (annualized) | 8.2% | 9.9% | 15.4% |
Dot Com Annual Return | 4.2% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | 5.3% | -0.3% | -5.66% |
Positive Periods | 66.7% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
