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)
| Metric | Weird Portfolio |
|---|---|
| Compound Annual Growth Rate (CAGR) | 8.5% |
| Maximum Drawdown | -37.8% |
| Sharpe Ratio | 0.75 |
| Sortino Ratio | 0.97 |
| Annualized Volatility | 11.9% |
| Calmar Ratio | 0.23 |
| Total Return | 1098.0% |
| Backtest Period | 30.3 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
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