Data Source: from January 1986 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.91%
1 Day
Jul 05 2022, 02:00PM Eastern Time
0.99%
Current Month
July 2022
The Aggressive Global Income Portfolio is a Very High Risk portfolio and can be implemented with 4 ETFs.
It's exposed for 80% on the Stock Market.
In the last 30 Years, the Aggressive Global Income Portfolio obtained a 9.37% compound annual return, with a 13.98% standard deviation.
Asset Allocation and ETFs
The Aggressive Global Income Portfolio has the following asset allocation:
The Aggressive Global Income Portfolio can be implemented 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.
According to the available data source, let's assume we built the portfolio on January 1986.
Portfolio returns are calculated in USD, assuming:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
AGGRESSIVE GLOBAL INCOME PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
| Aggressive Global Income Portfolio | -1.91 | -0.99 | -7.36 | -10.76 | -7.00 | 4.21 | 6.59 | 9.37 | |
| US Inflation Adjusted return | -7.36 | -14.23 | -13.54 | 0.59 | 4.03 | 6.73 | |||
| Components | |||||||||
|
VYM Vanguard High Dividend Yield |
-2.37 |
01:59PM Jul 05 2022 |
-1.38 | -7.86 | -7.98 | 0.05 | 8.80 | 11.20 | 9.84 |
|
DWX SPDR S&P International Dividend ETF |
-2.26 |
01:55PM Jul 05 2022 |
-1.66 | -6.87 | -9.87 | -9.06 | 1.55 | 2.21 | 8.31 |
|
DES WisdomTree US SmallCap Dividend ETF |
-2.10 |
01:59PM Jul 05 2022 |
-0.85 | -7.63 | -13.25 | -9.03 | 3.93 | 8.94 | 9.51 |
|
HYG iShares iBoxx $ High Yield Corporate Bond |
-0.51 |
02:00PM Jul 05 2022 |
0.44 | -7.05 | -13.77 | -12.80 | 1.21 | 3.17 | 5.70 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Aggressive Global Income Portfolio granted a 3.67% dividend yield. If you are interested in getting periodic income, please refer to the Aggressive Global Income Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Jun 30, 2022
Historical returns and stats of Aggressive Global Income Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
AGGRESSIVE GLOBAL INCOME PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1986 to June 2022
Swipe left to see all data
| Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Jun 2022
|
-7.36
|
-7.36
|
-7.36
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-9.62
|
-10.79
|
-9.62
Apr 2022 - Jun 2022
|
1 - 2
|
|
|
6M
|
-10.76
|
-14.23
|
-10.76
Jan 2022 - Jun 2022
|
2 - 4
|
|
|
YTD
|
-10.76
|
-14.23
|
-10.76
Jan 2022 - Jun 2022
|
2 - 4
|
|
|
1Y
|
-7.00
|
-13.54
|
11.48
|
-10.76
Jan 2022 - Jun 2022
|
6 - 6
50% pos
|
|
3Y(*)
|
3.22
|
-1.23
|
15.47
|
-23.84
Jan 2020 - Mar 2020
|
21 - 15
58% pos
|
|
5Y(*)
|
4.21
|
0.59
|
13.70
|
-23.84
Jan 2020 - Mar 2020
|
38 - 22
63% pos
|
|
10Y(*)
|
6.59
|
4.03
|
11.61
|
-23.84
Jan 2020 - Mar 2020
|
77 - 43
64% pos
|
|
15Y(*)
|
4.60
|
2.25
|
15.58
|
-52.63
Nov 2007 - Feb 2009
|
110 - 70
61% pos
|
|
20Y(*)
|
7.11
|
4.55
|
14.42
|
-52.63
Nov 2007 - Feb 2009
|
154 - 86
64% pos
|
|
25Y(*)
|
8.26
|
5.70
|
14.89
|
-52.63
Nov 2007 - Feb 2009
|
191 - 109
64% pos
|
|
30Y(*)
|
9.37
|
6.73
|
13.98
|
-52.63
Nov 2007 - Feb 2009
|
235 - 125
65% pos
|
|
MAX(*)
01 Jan 1986
|
9.87
|
6.97
|
13.98
|
-52.63
Nov 2007 - Feb 2009
|
290 - 148
66% pos
|
(*) Returns over 1 year are annualized
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
An investment of 1000$, since July 1992,
now would be worth 14687.94$, with a total return of 1368.79% (9.37% annualized).
The Inflation Adjusted Capital now would be 7059.91$, with a net total return of 605.99% (6.73% annualized).
The Inflation Adjusted Capital now would be 7059.91$, with a net total return of 605.99% (6.73% annualized).
An investment of 1000$, since January 1986,
now would be worth 31086.87$, with a total return of 3008.69% (9.87% annualized).
The Inflation Adjusted Capital now would be 11678.61$, with a net total return of 1067.86% (6.97% annualized).
The Inflation Adjusted Capital now would be 11678.61$, with a net total return of 1067.86% (6.97% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -52.63% | Nov 2007 | Feb 2009 | 16 | Apr 2011 | 26 | 42 |
| -23.84% | Jan 2020 | Mar 2020 | 3 | Feb 2021 | 11 | 14 |
| -17.13% | May 2011 | Sep 2011 | 5 | Sep 2012 | 12 | 17 |
| -16.17% | May 2002 | Feb 2003 | 10 | Jul 2003 | 5 | 15 |
| -16.13% | Mar 2000 | Sep 2001 | 19 | Mar 2002 | 6 | 25 |
| -15.33% | May 1998 | Aug 1998 | 4 | Jun 1999 | 10 | 14 |
| -13.63% | May 2015 | Jan 2016 | 9 | Jul 2016 | 6 | 15 |
| -10.76% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -9.93% | 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 |
| -4.64% | Jul 2014 | Jan 2015 | 7 | Apr 2015 | 3 | 10 |
| -4.30% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 |
| -4.16% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
| -4.05% | Sep 1994 | Nov 1994 | 3 | Mar 1995 | 4 | 7 |
| -3.45% | Jan 2014 | Jan 2014 | 1 | Feb 2014 | 1 | 2 |
| -3.28% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -52.63% | Nov 2007 | Feb 2009 | 16 | Apr 2011 | 26 | 42 |
| -23.84% | Jan 2020 | Mar 2020 | 3 | Feb 2021 | 11 | 14 |
| -20.76% | Sep 1987 | Nov 1987 | 3 | Jan 1989 | 14 | 17 |
| -19.34% | Jan 1990 | Sep 1990 | 9 | May 1991 | 8 | 17 |
| -17.13% | May 2011 | Sep 2011 | 5 | Sep 2012 | 12 | 17 |
| -16.17% | May 2002 | Feb 2003 | 10 | Jul 2003 | 5 | 15 |
| -16.13% | Mar 2000 | Sep 2001 | 19 | Mar 2002 | 6 | 25 |
| -15.33% | May 1998 | Aug 1998 | 4 | Jun 1999 | 10 | 14 |
| -13.63% | May 2015 | Jan 2016 | 9 | Jul 2016 | 6 | 15 |
| -10.76% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -9.93% | 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 |
| -4.64% | Jul 2014 | Jan 2015 | 7 | Apr 2015 | 3 | 10 |
| -4.30% | Sep 1986 | Oct 1986 | 2 | Jan 1987 | 3 | 5 |
| -4.30% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 |
| -4.16% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
Rolling Returns ( more details)
Aggressive Global Income Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
10.95 |
71.56 Mar 2009 - Feb 2010 |
-46.29 Mar 2008 - Feb 2009 |
20.61% |
| 2 Years |
9.97 |
43.53 Mar 2009 - Feb 2011 |
-27.70 Mar 2007 - Feb 2009 |
12.29% |
| 3 Years |
9.75 |
28.69 Mar 2009 - Feb 2012 |
-15.27 Mar 2006 - Feb 2009 |
8.44% |
| 5 Years |
9.76 |
23.01 Mar 1995 - Feb 2000 |
-3.87 Mar 2004 - Feb 2009 |
1.06% |
| 7 Years |
9.84 |
18.97 Mar 1993 - Feb 2000 |
0.40 Mar 2002 - Feb 2009 |
0.00% |
| 10 Years |
10.03 |
16.86 Oct 1990 - Sep 2000 |
4.41 Mar 2006 - Feb 2016 |
0.00% |
| 15 Years |
9.92 |
14.54 Nov 1992 - Oct 2007 |
4.60 Jul 2007 - Jun 2022 |
0.00% |
| 20 Years |
9.99 |
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
Aggressive Global Income Portfolio: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.93 65% |
1.12 68% |
0.92 70% |
2.00 81% |
0.70 65% |
0.24 54% |
1.04 64% |
0.06 67% |
-0.38 53% |
0.25 56% |
1.21 69% |
2.33 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 - Jun 2022
Monthly/Yearly Returns
Aggressive Global Income Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
290 Positive Months (66%) - 148 Negative Months (34%)
Jan 1986 - Jun 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-10.76 | -14.23 | -1.2 | -1.0 | 0.9 | -4.7 | 2.3 | -7.4 | ||||||
| 2021 |
+17.07 | +9.31 | -0.1 | 3.2 | 5.1 | 2.2 | 2.6 | -1.1 | 0.4 | 1.3 | -3.1 | 3.0 | -2.2 | 5.0 |
| 2020 |
-1.13 | -2.38 | -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 | +17.32 | 6.9 | 2.7 | 0.0 | 2.2 | -4.7 | 5.4 | -0.4 | -1.5 | 3.2 | 1.4 | 1.1 | 2.4 |
| 2018 |
-8.07 | -9.80 | 2.1 | -4.3 | -0.5 | 0.5 | 0.7 | 0.2 | 2.6 | 0.2 | -0.3 | -5.0 | 2.2 | -6.4 |
| 2017 |
+13.53 | +11.17 | 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 | +15.91 | -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 | -7.58 | -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 | +3.28 | -3.4 | 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 | +17.52 | 3.6 | 0.6 | 2.8 | 2.3 | -1.5 | -1.4 | 4.4 | -3.1 | 4.2 | 3.9 | 0.9 | 1.6 |
| 2012 |
+12.95 | +11.00 | 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 | -2.37 | 1.0 | 2.7 | 1.2 | 4.5 | -1.6 | -1.4 | -3.0 | -4.5 | -7.8 | 9.8 | -0.8 | 1.7 |
| 2010 |
+14.37 | +12.75 | -3.0 | 1.9 | 5.4 | 1.6 | -8.1 | -2.8 | 7.9 | -3.5 | 8.0 | 3.6 | -2.3 | 6.3 |
| 2009 |
+33.97 | +30.31 | -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 | -34.20 | -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 | -0.32 | 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 | +20.09 | 4.9 | 1.6 | 2.4 | 1.5 | -2.3 | -0.9 | 0.9 | 2.7 | 0.4 | 4.5 | 3.8 | 1.7 |
| 2005 |
+12.89 | +9.25 | 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 | +12.16 | 2.7 | 0.6 | 1.4 | -5.8 | 0.5 | 2.1 | -2.1 | 2.1 | 3.2 | 2.2 | 5.1 | 3.3 |
| 2003 |
+33.93 | +31.25 | 0.2 | -0.3 | 0.4 | 8.1 | 4.2 | 3.8 | 3.0 | -1.1 | -0.3 | 6.1 | 1.7 | 4.2 |
| 2002 |
-7.75 | -9.98 | 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 | +3.77 | 7.9 | -3.6 | -3.6 | 3.7 | 1.3 | 0.3 | 0.0 | 0.8 | -12.5 | 5.0 | 5.7 | 1.9 |
| 2000 |
+0.11 | -3.21 | -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 | +38.19 | -1.4 | -1.7 | -0.7 | 2.2 | 0.9 | 5.5 | 0.4 | -0.8 | -0.2 | 4.4 | 14.6 | 13.9 |
| 1998 |
+10.70 | +8.95 | 1.2 | 5.9 | 5.2 | 1.7 | -0.4 | 0.2 | -2.5 | -13.0 | 1.1 | 3.4 | 4.8 | 4.2 |
| 1997 |
+17.80 | +15.84 | 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 | +9.52 | 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 | +18.51 | -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 | -0.16 | 5.1 | -0.8 | -4.1 | 1.1 | 0.1 | -0.6 | 1.5 | 3.1 | -1.5 | 1.3 | -3.8 | 1.4 |
| 1993 |
+19.55 | +16.29 | 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 | +1.77 | 1.3 | 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 | +23.73 | 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 | -19.11 | -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 | +11.38 | 3.9 | -0.1 | 0.4 | 2.7 | 1.1 | -0.7 | 6.7 | 0.3 | 1.2 | -3.5 | 2.1 | 1.6 |
| 1988 |
+20.36 | +15.28 | 3.9 | 5.8 | 2.0 | 1.4 | -1.1 | 2.4 | 0.2 | -3.1 | 2.7 | 2.5 | 1.0 | 1.3 |
| 1987 |
+9.17 | +4.64 | 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 | +27.20 | 1.5 | 7.6 | 7.1 | 2.7 | 1.3 | 3.2 | -1.4 | 5.4 | -4.0 | -0.3 | 2.5 | 0.6 |
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
Portfolio efficiency
Is the Aggressive Global Income Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Aggressive Global Income Portfolio is classified as Very High Risk.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
At least 75%
| Very High Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+8.26%
(+5.70%) |
Average : 2.3 / 5
|
Good : 3.7 / 5
|
| Standard Deviation over 25 Years |
14.89% |
Good : 3.6 / 5
|
Average : 2.2 / 5
|
| Maximum Drawdown over 25 Years |
-52.63% |
Average : 3 / 5
|
Bad : 1.5 / 5
|
| Easy to manage | 4 ETFs |
Good : 3.5 / 5
|
Good : 3.5 / 5
|
| Rating assigned considering all the Very High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Very High Risk
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+1.22 | +13.42 | -81.08 | 100 | 0 | 0 | ||
|
US Stocks |
+0.21 | +9.81 | -50.84 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
+0.23 | +9.38 | -45.52 | 90 | 10 | 0 | ||
|
Aggressive Global Income |
-0.99 | +9.37 | -52.63 | 80 | 20 | 0 | ||
|
Stocks/Bonds 80/20 |
+0.38 | +9.06 | -41.09 | 80 | 20 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.