Last Update: 31 December 2020

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 6.74% compound annual return, with a 12.22% 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: 31 December 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Aggressive Global Income Portfolio +3.77 +13.11 +16.47 -1.13 +2.93 +7.93 +6.74
Components
VYM - Vanguard High Dividend Yield +3.41 +14.09 +18.23 +1.14 +5.69 +9.98 +11.49
DWX - SPDR S&P International Dividend ETF +2.98 +9.30 +12.62 -5.06 +0.32 +6.48 +1.00
DES - WisdomTree US SmallCap Dividend ETF +7.66 +27.64 +28.05 -4.26 +0.12 +7.45 +8.70
HYG - iShares iBoxx $ High Yield Corporate Bond +1.96 +5.80 +10.09 +4.48 +5.31 +7.03 +5.54
(*) 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: 31 December 2020
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Period Returns
Dec 2020		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
+3.77%
0.00%
1 - 0
3M
+13.11%
-1.04%
Oct 2020 - Oct 2020
2 - 1
6M
+16.47%
-3.64%
Sep 2020 - Oct 2020
4 - 2
YTD
-1.13%
22.74%
-23.84%
Jan 2020 - Mar 2020
7 - 5
1Y
-1.13%
22.74%
-23.84%
Jan 2020 - Mar 2020
7 - 5
3Y
+2.93%
annualized
15.78%
-23.84%
Jan 2020 - Mar 2020
23 - 13
5Y
+7.93%
annualized
13.05%
-23.84%
Jan 2020 - Mar 2020
43 - 17
10Y
+6.74%
annualized
12.22%
-23.84%
Jan 2020 - Mar 2020
77 - 43
MAX
01 Mar 2008
+5.75%
annualized
16.19%
-47.57%
May 2008 - Feb 2009
97 - 57

* Annualized St.Dev. of monthly returns

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Technology
 +20.35% 100 0 0 Compare
US Stocks
 +13.77% 100 0 0 Compare
Warren Buffett
 +12.76% 90 10 0 Compare
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 +11.86% 80 20 0 Compare
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Paul Farrell		 +10.28% 90 10 0 Compare

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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
 +7.77% +71.56%
Mar 2009 - Feb 2010 		-46.27%
Mar 2008 - Feb 2009 		27.27%
2 Years
 +8.29% +43.53%
Mar 2009 - Feb 2011 		-7.04%
Apr 2018 - Mar 2020 		16.03%
3 Years
 +8.21% +28.69%
Mar 2009 - Feb 2012 		-2.51%
Apr 2017 - Mar 2020 		2.52%
5 Years
 +8.13% +22.06%
Mar 2009 - Feb 2014 		+0.78%
Apr 2015 - Mar 2020 		0.00%
7 Years
 +7.93% +14.20%
Mar 2009 - Feb 2016 		+2.83%
Apr 2013 - Mar 2020 		0.00%
10 Years
 +8.11% +13.45%
Mar 2009 - Feb 2019 		+4.98%
Apr 2010 - 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

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.6 -0.2 0.8 3.6 -1.0 0.0 1.9 -0.4 0.1 -0.1 1.0 1.7
Best 6.9
2019 		4.3
2015 		8.6
2009 		18.5
2009 		7.6
2009 		6.3
2012 		9.6
2009 		4.1
2009 		8.0
2010 		9.8
2011 		10.2
2020 		7.3
2008
Worst -11.7
2009 		-12.7
2009 		-15.8
2020 		-1.0
2012 		-8.1
2010 		-9.6
2008 		-3.0
2011 		-5.2
2015 		-7.8
2008 		-18.6
2008 		-7.7
2008 		-6.4
2018
Gain
Frequency		 50 75 77 92 38 54 62 54 54 54 69 77

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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
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