Last Update: 30 September 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 6.21% compound annual return, with a 12.00% standard deviation.
In 2019, the portfolio granted a 4.21% 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:
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 |
Portfolio and ETF Returns
The Aggressive Global Income Portfolio guaranteed the following returns.
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | |
|---|---|---|---|---|---|---|---|
| Aggressive Global Income Portfolio | -2.63 | +2.97 | +14.76 | -8.18 | +0.01 | +5.88 | +6.21 |
| Components | |||||||
| VYM - Vanguard High Dividend Yield | -2.56 | +3.63 | +16.61 | -5.59 | +3.27 | +8.68 | +11.00 |
| DWX - SPDR S&P International Dividend ETF | -2.25 | +3.03 | +12.95 | -8.98 | -1.63 | +4.57 | +0.60 |
| DES - WisdomTree US SmallCap Dividend ETF | -5.52 | +0.33 | +19.00 | -20.67 | -6.29 | +3.14 | +7.40 |
| HYG - iShares iBoxx $ High Yield Corporate Bond | -0.93 | +4.05 | +11.72 | +1.20 | +3.33 | +5.55 | +5.29 |
- 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.
| Period | Returns Sep 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-2.63%
|
-2.63%
Sep 2020 - Sep 2020
|
0 - 1 | |
|
3M
|
+2.97%
|
-2.63%
Sep 2020 - Sep 2020
|
2 - 1 | |
|
6M
|
+14.76%
|
-2.63%
Sep 2020 - Sep 2020
|
5 - 1 | |
|
YTD
|
-12.59%
|
-23.84%
Jan 2020 - Mar 2020
|
5 - 4 | |
|
1Y
|
-8.18%
|
20.12%
|
-23.84%
Jan 2020 - Mar 2020
|
8 - 4 |
|
3Y
|
+0.01%
annualized
|
14.59%
|
-23.84%
Jan 2020 - Mar 2020
|
24 - 12 |
|
5Y
|
+5.88%
annualized
|
12.58%
|
-23.84%
Jan 2020 - Mar 2020
|
42 - 18 |
|
10Y
|
+6.21%
annualized
|
12.00%
|
-23.84%
Jan 2020 - Mar 2020
|
77 - 43 |
|
MAX
01 Mar 2008
|
+4.84%
annualized
|
16.09%
|
-47.57%
May 2008 - Feb 2009
|
95 - 56 |
* Annualized St.Dev. of monthly returns
Best Very High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|
| Technology |
+20.14% | 100 | 0 | 0 | Compare | |
| US Stocks |
+13.48% | 100 | 0 | 0 | Compare | |
| Warren Buffett |
+12.62% | 90 | 10 | 0 | Compare | |
| Second Grader's Starter Paul Farrell |
+9.82% | 90 | 10 | 0 | Compare | |
| Edge Select Aggressive Merrill Lynch |
+9.41% | 84 | 16 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns
Aggressive Global Income Portfolio: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+8.03% |
+71.56% Mar 2009 - Feb 2010 |
-46.27% Mar 2008 - Feb 2009 |
25.71% |
| 2 Years |
+8.39% |
+43.53% Mar 2009 - Feb 2011 |
-7.04% Apr 2018 - Mar 2020 |
15.63% |
| 3 Years |
+8.39% |
+28.69% Mar 2009 - Feb 2012 |
-2.51% Apr 2017 - Mar 2020 |
1.72% |
| 5 Years |
+8.19% |
+22.06% Mar 2009 - Feb 2014 |
+0.78% Apr 2015 - Mar 2020 |
0.00% |
| 7 Years |
+8.09% |
+14.20% Mar 2009 - Feb 2016 |
+2.83% Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
+8.27% |
+13.45% Mar 2009 - Feb 2019 |
+4.98% Apr 2010 - Mar 2020 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Seasonality and Yearly/Monthly Returns
Aggressive Global Income Portfolio Seasonality
| 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 | 0.0 | 0.2 | 1.5 |
| 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 |
4.3 2009 |
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 | 58 | 67 | 75 |
Detail of Monthly Returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2020 |
-12.59% | -2.3 | -7.4 | -15.8 | 7.8 | 2.3 | 1.1 | 3.0 | 2.7 | -2.6 | |||
| 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 |