Last Update: 31 May 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 6.73% compound annual return, with a 12.47% 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:

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

Portfolio and ETF Returns

The Aggressive Global Income Portfolio guaranteed the following returns.

AGGRESSIVE GLOBAL INCOME PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Aggressive Global Income Portfolio +2.31 -7.14 -14.02 -5.77 +0.25 +2.39 +6.73
Components
VYM - Vanguard High Dividend Yield +2.83 -2.09 -11.24 +0.30 +4.21 +6.14 +11.40
DWX - SPDR S&P International Dividend ETF +1.94 -10.98 -16.33 -10.05 -2.23 -1.23 +1.68
DES - WisdomTree US SmallCap Dividend ETF +1.18 -13.83 -26.07 -17.01 -5.07 +0.39 +7.30
HYG - iShares iBoxx $ High Yield Corporate Bond +2.95 -2.84 -2.71 +2.22 +2.79 +3.38 +5.85
(*) 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 May 2020
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Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.31%
0.00%
1 - 0
3M
-7.14%
-15.77%
Mar 2020 - Mar 2020
2 - 1
6M
-14.02%
-23.84%
Jan 2020 - Mar 2020
3 - 3
YTD
-16.03%
-23.84%
Jan 2020 - Mar 2020
2 - 3
1Y
-5.77%
20.61%
-23.84%
Jan 2020 - Mar 2020
7 - 5
3Y
+0.25%
annualized
14.42%
-23.84%
Jan 2020 - Mar 2020
24 - 12
5Y
+2.39%
annualized
12.86%
-23.84%
Jan 2020 - Mar 2020
39 - 21
10Y
+6.73%
annualized
12.47%
-23.84%
Jan 2020 - Mar 2020
76 - 44
MAX
01 Mar 2008
+4.63%
annualized
16.26%
-47.57%
May 2008 - Feb 2009
92 - 55

* Annualized St.Dev. of monthly returns

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+18.99% 1 100 0 0 Compare
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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Aggressive Global Income Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.47% +71.56%
Mar 2009 - Feb 2010
-46.27%
Mar 2008 - Feb 2009
23.53%
2 Years
+8.73% +43.53%
Mar 2009 - Feb 2011
-7.04%
Apr 2018 - Mar 2020
12.90%
3 Years
+8.66% +28.69%
Mar 2009 - Feb 2012
-2.51%
Apr 2017 - Mar 2020
1.79%
5 Years
+8.34% +22.06%
Mar 2009 - Feb 2014
+0.78%
Apr 2015 - Mar 2020
0.00%
7 Years
+8.31% +14.20%
Mar 2009 - Feb 2016
+2.83%
Apr 2013 - Mar 2020
0.00%
10 Years
+8.47% +13.45%
Mar 2009 - Feb 2019
+4.98%
Apr 2010 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-16.03% -2.3 -7.4 -15.8 7.8 2.3
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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