Has This Portfolio Been "Named" Yet?
Posted: Wed May 20, 2020 2:09 pm
I was thinking the other day of a Larry Portfolio combined with the Desert Portfolio. Has this allocation been popularized or "named" at any time?
- 30% global small cap value stocks
- 10% gold (half physical and half ETFs)
- 60% intermediate-term treasury bonds
Some prima facie performance figures courtesy of portfolio visualizer. Data sets on the site don't explicitly have international SCV, so I had to proxy a bit.
Overall it looks like a nice little portfolio. Blue line is the Desert/Larry combo and the red line is global 60/40.
- 30% global small cap value stocks
- 10% gold (half physical and half ETFs)
- 60% intermediate-term treasury bonds
Some prima facie performance figures courtesy of portfolio visualizer. Data sets on the site don't explicitly have international SCV, so I had to proxy a bit.
- allocation.png (53.04 KiB) Viewed 1552 times
- preview1.png (81.57 KiB) Viewed 1552 times
Overall it looks like a nice little portfolio. Blue line is the Desert/Larry combo and the red line is global 60/40.