Desert Portfolio at a glance
Desert Portfolio is a fixed-allocation portfolio by Gyroscopic Investing across US Equity, Intermediate Treasuries, Gold, rebalanced annual. Backtested 1993-12-31 to 2026-04-24 (32.4 years): 7.1% CAGR, 1.12 Sharpe, -15.9% max drawdown, 6.2% volatility.
- Type
- Fixed Allocation
- Author
- Gyroscopic Investing
- Rebalancing
- Annual
- Risk
- Conservative
- Period
- 1993-12-31 to 2026-04-24
- CAGR
- 7.1%
- Sharpe
- 1.12
- Max Drawdown
- -15.9%
- Volatility
- 6.2%
Desert Portfolio — Fixed Allocation Portfolio
The Desert Portfolio from Gyroscopic Investing: 30% VTI, 60% VGIT (intermediate treasuries), 10% GLD. Conservative, capital preservation focus.
Backtest Performance (1993-12-31 to 2026-04-24)
| Metric | Desert Portfolio |
|---|---|
| Compound Annual Growth Rate (CAGR) | 7.1% |
| Maximum Drawdown | -15.9% |
| Sharpe Ratio | 1.12 |
| Sortino Ratio | 1.56 |
| Annualized Volatility | 6.2% |
| Calmar Ratio | 0.44 |
| Total Return | 808.1% |
| Backtest Period | 32.4 years |
Strategy Details
- Type
- Fixed / Strategic
- Rebalancing
- annual
- Risk Level
- conservative
- Variants
- 1
- Author
- Gyroscopic Investing
- Source
- Gyroscopic Investing. Desert Portfolio
Asset Classes
- US Equity
- Intermediate Treasuries
- Gold
Categories
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