Weird Portfolio at a glance

Weird Portfolio is a fixed-allocation portfolio by Value Stock Geek across US Small-Cap Value, International Small-Cap, US REITs, International REITs, rebalanced annual. Backtested 1995-12-29 to 2026-04-24 (30.3 years): 8.5% CAGR, 0.75 Sharpe, -37.8% max drawdown, 11.9% volatility.

Type
Fixed Allocation
Author
Value Stock Geek
Rebalancing
Annual
Risk
Moderate
Period
1995-12-29 to 2026-04-24
CAGR
8.5%
Sharpe
0.75
Max Drawdown
-37.8%
Volatility
11.9%

Weird Portfolio Fixed Allocation Portfolio

Value Stock Geek's Weird Portfolio deliberately avoids large-cap equities: 20% IJS (small-cap value), 20% SCZ (intl small-cap), 10% VNQ + 10% VNQI (REITs), 20% TLT, 20% GLD.

Backtest Performance (1995-12-29 to 2026-04-24)

MetricWeird Portfolio
Compound Annual Growth Rate (CAGR)8.5%
Maximum Drawdown-37.8%
Sharpe Ratio0.75
Sortino Ratio0.97
Annualized Volatility11.9%
Calmar Ratio0.23
Total Return1098.0%
Backtest Period30.3 years

Strategy Details

Type
Fixed / Strategic
Rebalancing
annual
Risk Level
moderate
Variants
1
Author
Value Stock Geek
Source
Value Stock Geek. The Weird Portfolio

Asset Classes

  • US Small-Cap Value
  • International Small-Cap
  • US REITs
  • International REITs
  • Long Treasuries
  • Gold

Categories

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