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Paul Farrell Second Grader
Paul Farrell Second Grader (Static Portfolio)
live (public) 0.44% April 25
Second Grader's Starter Portfolio is a lazy portfolio by Paul Farrell. It is designed as a simple portfolio to follow for beginner investors with small capital and long investment horizon. Farrell gives an example of a second-grader who received a $10,000 gift from his grandmother.
Holdings (As of 04/25/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Total Bond Market | BND (Vanguard Total Bond Market ETF) | 0.33% | 9.60% |
| Foreign Large Cap Equities | VEU (Vanguard FTSE All-World ex-US Index Fund) | 0.13% | 30.74% |
| Large Cap Growth Equities | VTI (Vanguard Total Stock Market ETF) | 0.61% | 59.66% |
* Day change on 04/25/2025.
Previous
Performance (As of 04/25/2025)
Since 04/10/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Paul Farrell Second Grader | -1.6% | 10.0% | 8.3% | 12.7% | 8.6% | 9.3% |
| VFINX (Vanguard (S&P 500) Index) | -5.7% | 10.8% | 10.3% | 16.0% | 11.9% | 12.8% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -4.5% | 3.9% | 3.5% | 6.4% | 6.2% | 7.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 04/10/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.9 | -1.6 | 10.0 | 8.3 | 12.7 | 8.6 | 9.3 | 9.3 | 0.0 | 7.4 | 16.1 | 20.9 | -17.7 | 17.8 | 17.4 | 25.7 | -7.3 | 21.2 | 9.5 | -1.2 | 6.7 | 23.8 | 15.9 | -2.7 | 14.7 | 29.3 | -34.8 | 4.4 |
| Sharpe Ratio | NA | -0.11 | 0.22 | 0.25 | 0.65 | 0.43 | NA | NA | NA | 0.35 | 0.87 | 1.43 | -0.91 | 1.5 | 0.57 | 2.3 | -0.61 | 3.37 | 0.71 | -0.09 | 0.66 | 2.23 | 1.26 | -0.12 | 0.82 | 1.19 | -0.99 | 0.15 |
| Draw Down(%) | NA | 15.5 | 15.5 | 15.9 | 25.1 | 31.2 | NA | NA | NA | 51.6 | 7.2 | 10.4 | 24.9 | 5.0 | 31.2 | 5.7 | 17.1 | 1.9 | 10.1 | 12.4 | 7.6 | 7.2 | 10.5 | 19.9 | 13.9 | 23.9 | 45.9 | 9.2 |
| Standard Deviation(%) | NA | 24.0 | 16.4 | 16.0 | 15.6 | 16.0 | NA | NA | NA | 18.1 | 11.0 | 11.7 | 20.9 | 11.8 | 29.8 | 10.6 | 14.1 | 6.1 | 13.0 | 13.6 | 10.2 | 10.6 | 12.5 | 22.3 | 17.7 | 24.7 | 36.0 | 16.0 |
| Treynor Ratio | NA | -0.03 | 0.06 | 0.19 | 0.82 | -1.93 | NA | NA | NA | -1.04 | 5.64 | 5.61 | -12.34 | -2.44 | -0.63 | -2.65 | 13.71 | -1.97 | -1.29 | -0.31 | -3.97 | -3.83 | 11.93 | 0.26 | -2.59 | -3.2 | 4.04 | -0.16 |
| Alpha | NA | 0.04 | 0.01 | 0.01 | 0.04 | 0.03 | NA | NA | NA | 0.03 | 0.04 | 0.06 | -0.07 | 0.08 | 0.1 | 0.1 | -0.03 | 0.08 | 0.04 | 0.0 | 0.03 | 0.09 | 0.06 | 0.0 | 0.06 | 0.12 | -0.16 | 0.02 |
| Beta | NA | 0.82 | 0.57 | 0.2 | 0.12 | -0.04 | NA | NA | NA | -0.06 | 0.02 | 0.03 | 0.02 | -0.07 | -0.27 | -0.09 | -0.01 | -0.1 | -0.07 | 0.04 | -0.02 | -0.06 | 0.01 | -0.11 | -0.06 | -0.09 | -0.09 | -0.15 |
| RSquared | NA | 0.95 | 0.46 | 0.06 | 0.02 | 0.0 | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.1 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.03 |
| Sortino Ratio | NA | -0.15 | 0.32 | 0.35 | 0.91 | 0.58 | NA | NA | NA | 0.48 | 1.2 | 2.14 | -1.25 | 2.16 | 0.75 | 3.29 | -0.79 | 5.4 | 0.97 | -0.12 | 0.9 | 3.26 | 1.93 | -0.17 | 1.17 | 1.7 | -1.33 | 0.2 |
| Yield(%) | N/A | 0.2 | 2.0 | 2.3 | 2.9 | 3.2 | 4.5 | 4.5 | 3.5 | 0.0 | 2.3 | 2.5 | 1.8 | 2.1 | 1.9 | 2.8 | 2.2 | 2.5 | 2.5 | 2.3 | 2.5 | 2.5 | 2.8 | 2.4 | 2.3 | 2.7 | 1.9 | 1.4 |
| Dividend Growth(%) | N/A | -90.8 | -3.6 | 29.2 | 42.6 | N/A | N/A | N/A | N/A | N/A | 11.4 | 16.0 | 1.2 | 27.0 | -13.2 | 15.4 | 9.7 | 10.3 | 7.8 | -1.7 | 18.5 | 3.7 | 16.0 | 17.7 | 9.3 | -5.0 | 38.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2007
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
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