Aggressive Global Income Portfolio: ETF allocation and returns

Data Source: from January 1986 to September 2021

Last Update: 30 September 2021

The Aggressive Global Income Portfolio is exposed for 80% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 4 ETFs.

In the last 10 years, the portfolio obtained a 8.87% compound annual return, with a 11.85% standard deviation.

In the last 25 years, a 9.18% compound annual return, with a 14.80% standard deviation.

In 2020, the portfolio granted a 3.52% dividend yield. If you are interested in getting periodic income, please refer to the Aggressive Global Income Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Aggressive Global Income Portfolio has the following asset allocation:

        80% Stocks
      
        20% Fixed Income
      
        0% Commodities

The Aggressive Global Income Portfolio can be replicated with the following ETFs:

Weight	Ticker	ETF Name	Investment Themes
30.00 %	VYM	Vanguard High Dividend Yield	Equity, U.S., Large Cap
30.00 %	DWX	SPDR S&P International Dividend ETF	Equity, Developed Markets
20.00 %	DES	WisdomTree US SmallCap Dividend ETF	Equity, U.S., Micro Cap
20.00 %	HYG	iShares iBoxx $ High Yield Corporate Bond	Bond, U.S., Intermediate-Term

Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Aggressive Global Income Portfolio guaranteed the following returns.

AGGRESSIVE GLOBAL INCOME PORTFOLIO RETURNS (%)

Last Update: 30 September 2021

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**	*20Y^()**	*25Y^()**
Aggressive Global Income Portfolio	-3.13	-1.46	+2.19	+25.20	+6.09	+7.40	+8.87	+8.38	+9.18
*Components*
VYM Vanguard High Dividend Yield	-3.20	-0.63	+3.73	+31.59	+9.40	+10.93	+13.33	+9.20	+9.12
DWX SPDR S&P International Dividend ETF	-4.79	-2.60	+1.92	+16.65	+4.31	+5.13	+3.48	+7.10	+8.59
DES WisdomTree US SmallCap Dividend ETF	-3.07	-2.64	+0.21	+49.84	+4.09	+7.26	+12.23	+9.39	+8.76
HYG iShares iBoxx $ High Yield Corporate Bond	-0.37	+0.34	+2.36	+8.92	+5.46	+5.16	+6.23	+5.97	+5.65

(*) annualized

Portfolio returns are calculated assuming:

a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Aggressive Global Income Portfolio: Dividend Yield page.

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Historical Returns

Aggressive Global Income Portfolio - Historical returns and stats.

AGGRESSIVE GLOBAL INCOME PORTFOLIO

Last Update: 30 September 2021

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Period	Returns Sep 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-3.13%		-3.13% Sep 2021 - Sep 2021	0 - 1
3M	-1.46%		-3.13% Sep 2021 - Sep 2021	2 - 1
6M	+2.19%		-3.13% Sep 2021 - Sep 2021	4 - 2
YTD	+10.69%		-3.13% Sep 2021 - Sep 2021	6 - 3
1Y	+25.20%	11.53%	-3.13% Sep 2021 - Sep 2021	8 - 4
3Y	+6.09% annualized	16.00%	-23.84% Jan 2020 - Mar 2020	23 - 13
5Y	+7.40% annualized	12.84%	-23.84% Jan 2020 - Mar 2020	42 - 18
10Y	+8.87% annualized	11.85%	-23.84% Jan 2020 - Mar 2020	79 - 41
20Y	+8.38% annualized	14.33%	-52.62% Nov 2007 - Feb 2009	157 - 83
25Y	+9.18% annualized	14.80%	-52.62% Nov 2007 - Feb 2009	194 - 106
MAX 01 Jan 1986	+10.27% annualized	13.98%	-52.62% Nov 2007 - Feb 2009	287 - 142

* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with Very High Risk, ordered by 25 Years annualized return.

	25 Years Stats		% Allocation
Portfolio	Return▾	Drawdown	Stocks	Bonds	Comm.
Technology	+13.30%	-81.08%	100	0	0	Compare
US Stocks	+9.79%	-50.84%	100	0	0	Compare
Warren Buffett	+9.32%	-45.53%	90	10	0	Compare
Aggressive Global Income	+9.18%	-52.62%	80	20	0
Stocks/Bonds 80/20	+9.12%	-41.09%	80	20	0	Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since October 1996 - Chart and Data

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-52.62%	Nov 2007	Feb 2009	16	Apr 2011	26	42
-23.84%	Jan 2020	Mar 2020	3	Feb 2021	11	14
-17.14%	May 2011	Sep 2011	5	Sep 2012	12	17
-16.16%	May 2002	Feb 2003	10	Jul 2003	5	15
-16.13%	Mar 2000	Sep 2001	19	Mar 2002	6	25
-15.32%	May 1998	Aug 1998	4	Jun 1999	10	14
-13.63%	May 2015	Jan 2016	9	Jul 2016	6	15
-9.92%	Feb 2018	Dec 2018	11	Apr 2019	4	15
-5.80%	Apr 2004	Apr 2004	1	Oct 2004	6	7
-5.07%	Mar 2005	Apr 2005	2	Jun 2005	2	4
-4.74%	May 2019	May 2019	1	Jun 2019	1	2
-4.63%	Jul 2014	Jan 2015	7	Apr 2015	3	10
-4.30%	Jun 2007	Jul 2007	2	Sep 2007	2	4
-3.45%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-3.28%	Aug 1997	Aug 1997	1	Sep 1997	1	2
-3.24%	May 2006	Jun 2006	2	Aug 2006	2	4
-3.15%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-3.13%	Sep 2021	Sep 2021	1	in progress		1
-2.88%	May 2013	Jun 2013	2	Jul 2013	1	3
-2.73%	Mar 1997	Mar 1997	1	May 1997	2	3

Worst drawdowns since January 1986 - Chart and Data

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-52.62%	Nov 2007	Feb 2009	16	Apr 2011	26	42
-23.84%	Jan 2020	Mar 2020	3	Feb 2021	11	14
-20.75%	Sep 1987	Nov 1987	3	Jan 1989	14	17
-19.34%	Jan 1990	Sep 1990	9	May 1991	8	17
-17.14%	May 2011	Sep 2011	5	Sep 2012	12	17
-16.16%	May 2002	Feb 2003	10	Jul 2003	5	15
-16.13%	Mar 2000	Sep 2001	19	Mar 2002	6	25
-15.32%	May 1998	Aug 1998	4	Jun 1999	10	14
-13.63%	May 2015	Jan 2016	9	Jul 2016	6	15
-9.92%	Feb 2018	Dec 2018	11	Apr 2019	4	15
-5.80%	Apr 2004	Apr 2004	1	Oct 2004	6	7
-5.07%	Mar 2005	Apr 2005	2	Jun 2005	2	4
-5.05%	Jun 1996	Jul 1996	2	Sep 1996	2	4
-4.86%	Feb 1994	Mar 1994	2	Aug 1994	5	7
-4.74%	May 2019	May 2019	1	Jun 2019	1	2
-4.63%	Jul 2014	Jan 2015	7	Apr 2015	3	10
-4.30%	Jun 2007	Jul 2007	2	Sep 2007	2	4
-4.30%	Sep 1986	Oct 1986	2	Jan 1987	3	5
-4.16%	Nov 1993	Nov 1993	1	Jan 1994	2	3
-4.08%	Jun 1991	Jun 1991	1	Aug 1991	2	3

Rolling Returns ( more details)

Aggressive Global Income Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+10.98%	+71.56% Mar 2009 - Feb 2010	-46.29% Mar 2008 - Feb 2009	20.33%
2 Years	+9.93%	+43.53% Mar 2009 - Feb 2011	-27.70% Mar 2007 - Feb 2009	12.56%
3 Years	+9.80%	+28.69% Mar 2009 - Feb 2012	-15.27% Mar 2006 - Feb 2009	8.63%
5 Years	+9.83%	+23.01% Mar 1995 - Feb 2000	-3.87% Mar 2004 - Feb 2009	1.08%
7 Years	+9.94%	+18.97% Mar 1993 - Feb 2000	+0.40% Mar 2002 - Feb 2009	0.00%
10 Years	+10.10%	+16.86% Oct 1990 - Sep 2000	+4.41% Mar 2006 - Feb 2016	0.00%
15 Years	+10.08%	+14.54% Nov 1992 - Oct 2007	+5.32% Apr 2005 - Mar 2020	0.00%
20 Years	+10.10%	+13.44% Feb 1986 - Jan 2006	+5.76% Apr 2000 - Mar 2020	0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Aggressive Global Income Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Aggressive Global Income Portfolio Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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	Monthly Average Return (%) and Gain Frequency
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average Win %	0.99 67%	1.18 69%	0.93 69%	2.19 83%	0.65 64%	0.45 56%	1.04 67%	0.06 67%	-0.38 53%	0.17 54%	1.31 71%	2.25 83%
Best Year	10.4 1987	11.5 2000	8.6 2009	18.5 2009	7.8 1990	6.3 2012	9.6 2009	5.4 1986	8.0 2010	9.8 2011	14.6 1999	13.9 1999
Worst Year	-11.7 2009	-12.7 2009	-15.8 2020	-5.8 2004	-8.1 2010	-9.5 2008	-9.0 2002	-13.0 1998	-12.5 2001	-18.7 2008	-7.7 2008	-6.4 2018

Statistics calculated for the period Jan 1986 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Aggressive Global Income Portfolio

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+10.69%	-0.1	3.2	5.1	2.2	2.6	-1.1	0.4	1.3	-3.1
2020	-1.13%	-2.3	-7.4	-15.8	7.8	2.3	1.1	3.0	2.7	-2.6	-1.0	10.2	3.8
2019	+19.97%	6.9	2.7	0.0	2.2	-4.7	5.4	-0.4	-1.5	3.2	1.4	1.2	2.4
2018	-8.07%	2.1	-4.3	-0.5	0.5	0.7	0.3	2.6	0.2	-0.3	-5.0	2.2	-6.4
2017	+13.53%	0.8	1.6	0.5	0.8	0.6	0.8	1.9	-0.2	2.2	0.7	2.1	0.9
2016	+18.29%	-3.3	0.6	7.6	2.6	-0.6	1.9	3.2	0.1	1.0	-1.6	2.9	3.0
2015	-6.99%	-1.3	4.3	-2.0	3.2	-1.3	-2.3	-2.1	-5.2	-3.0	6.3	-0.9	-2.4
2014	+3.96%	-3.5	4.2	1.7	1.7	1.2	2.2	-2.7	2.6	-4.1	2.4	0.3	-1.8
2013	+19.30%	3.6	0.6	2.8	2.3	-1.5	-1.4	4.4	-3.2	4.2	3.9	0.9	1.6
2012	+12.95%	3.6	2.9	0.7	-1.0	-6.8	6.3	-0.4	2.5	2.1	-0.2	0.2	2.9
2011	+0.62%	1.0	2.7	1.2	4.5	-1.6	-1.4	-3.0	-4.5	-7.8	9.8	-0.9	1.7
2010	+14.37%	-3.1	1.9	5.4	1.7	-8.1	-2.8	7.9	-3.5	8.0	3.7	-2.3	6.3
2009	+33.97%	-11.7	-12.7	8.6	18.5	7.6	0.0	9.6	4.1	5.6	-2.7	4.3	2.6
2008	-34.21%	-3.4	-2.2	0.7	1.7	-0.3	-9.5	0.5	1.0	-7.9	-18.7	-7.7	7.4
2007	+3.78%	1.0	-0.3	1.7	2.8	3.0	-1.4	-2.9	0.6	4.1	2.4	-5.4	-1.3
2006	+23.12%	4.9	1.6	2.4	1.5	-2.4	-0.9	1.0	2.8	0.4	4.5	3.8	1.7
2005	+12.89%	0.2	2.1	-3.4	-1.7	3.3	3.1	3.7	1.4	0.9	-2.0	4.0	0.9
2004	+15.91%	2.8	0.6	1.4	-5.8	0.5	2.1	-2.1	2.1	3.2	2.3	5.2	3.3
2003	+33.93%	0.2	-0.3	0.4	8.2	4.2	3.8	3.0	-1.1	-0.3	6.1	1.7	4.2
2002	-7.75%	1.1	0.8	5.2	2.5	-0.8	-3.1	-9.0	2.1	-5.8	-0.3	0.0	0.0
2001	+5.43%	7.9	-3.6	-3.6	3.8	1.3	0.3	0.0	0.8	-12.5	5.0	5.7	1.9
2000	+0.11%	-0.2	11.5	-4.7	-2.7	-3.0	3.9	0.5	4.7	-2.1	-2.6	-5.8	1.8
1999	+41.89%	-1.4	-1.8	-0.7	2.2	0.9	5.5	0.4	-0.8	-0.2	4.4	14.6	13.9
1998	+10.70%	1.2	5.9	5.2	1.7	-0.4	0.2	-2.5	-13.0	1.2	3.4	4.8	4.2
1997	+17.80%	1.5	0.3	-2.7	1.7	6.8	4.2	4.4	-3.3	5.2	-2.4	0.5	0.8
1996	+13.23%	1.2	1.3	1.1	3.0	1.3	-0.9	-4.2	2.4	3.4	-0.1	4.3	-0.2
1995	+21.51%	-0.5	1.1	3.2	2.7	1.4	1.6	4.3	0.0	2.2	-1.7	3.0	2.4
1994	+2.43%	5.1	-0.8	-4.1	1.1	0.1	-0.6	1.5	3.1	-1.6	1.3	-3.8	1.5
1993	+19.55%	1.6	1.2	4.7	2.0	3.1	-0.4	1.7	3.7	-0.5	1.9	-4.2	3.3
1992	+4.78%	1.4	0.4	-3.3	-0.3	2.6	-2.6	1.5	0.9	0.2	-1.0	3.4	1.7
1991	+27.42%	3.8	8.7	1.6	1.1	2.2	-4.1	3.9	1.2	1.7	2.2	-3.5	6.4
1990	-14.05%	-5.3	-1.5	-0.9	-2.3	7.8	0.1	-0.2	-9.3	-8.5	2.4	1.6	2.5
1989	+16.55%	3.9	-0.2	0.4	2.7	1.1	-0.7	6.7	0.3	1.2	-3.5	2.1	1.6
1988	+20.36%	3.9	5.8	2.0	1.4	-1.1	2.4	0.2	-3.1	2.7	2.5	1.1	1.3
1987	+9.17%	10.4	4.0	4.6	1.8	0.2	1.0	1.9	4.7	-2.0	-17.3	-2.1	4.5
1986	+28.71%	1.5	7.6	7.1	2.7	1.3	3.2	-1.4	5.4	-4.0	-0.3	2.5	0.6

* Note:
Portofolio Returns, up to February 2008, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

VYM - Vanguard High Dividend Yield: simulated historical serie, up to December 2006
DWX - SPDR S&P International Dividend ETF: simulated historical serie, up to February 2008
DES - WisdomTree US SmallCap Dividend ETF: simulated historical serie, up to June 2006
HYG - iShares iBoxx $ High Yield Corporate Bond: simulated historical serie, up to December 2007