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.

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:

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
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
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