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Jared Dillian — How To Live a Stress-Free Financial Life (EP.196)

Infinite Loops

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Insights on the 'Awesome Portfolio' strategy

The 'awesome portfolio' is a simple, boring, and diversified investment strategy consisting of 20% stocks, 20% bonds, 20% cash, 20% gold, and 20% real estate. Since 1971, it has annually returned about 8.1% with a maximum drawdown of -9.8% in 2008. This portfolio is designed to minimize volatility and drawdowns, offering half the volatility of an 80-20 portfolio while still providing a solid 8.1% annual return.

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