Last Update: 30 June 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 7.32% compound annual return, with a 12.26% 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 % DWX SPDR S&P International Dividend ETF Equity, Developed Markets
30.00 % VYM Vanguard High Dividend Yield Equity, U.S., Large Cap
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 June 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Aggressive Global Income Portfolio -1.05 +3.70 +12.33 +30.83 +7.48 +8.62 +7.32
Components
DWX - SPDR S&P International Dividend ETF -1.27 +4.63 +9.57 +23.40 +5.11 +6.87 +1.06
VYM - Vanguard High Dividend Yield -1.20 +4.39 +16.08 +37.24 +11.66 +11.43 +12.28
DES - WisdomTree US SmallCap Dividend ETF -2.50 +2.93 +20.58 +54.41 +5.47 +9.07 +10.53
HYG - iShares iBoxx $ High Yield Corporate Bond +1.32 +2.01 +2.60 +12.95 +6.36 +6.00 +5.36
(*) 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.

Readings that may interest you
ETF Investing 101 for the Year 2021: Complete Guide to Evaluate and Build a ...
Investing QuickStart Guide: The Simplified Beginner's Guide to Successfully ...
Never Split the Difference: Negotiating as if Your Life Depended on It

Historical Returns

Aggressive Global Income Portfolio - Historical returns and stats.

AGGRESSIVE GLOBAL INCOME PORTFOLIO
Last Update: 30 June 2021
Swipe left to see all data
Period Returns
Jun 2021		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
-1.05%
-1.05%
Jun 2021 - Jun 2021
0 - 1
3M
+3.70%
-1.05%
Jun 2021 - Jun 2021
2 - 1
6M
+12.33%
-1.05%
Jun 2021 - Jun 2021
4 - 2
YTD
+12.33%
-1.05%
Jun 2021 - Jun 2021
4 - 2
1Y
+30.83%
11.19%
-3.64%
Sep 2020 - Oct 2020
8 - 4
3Y
+7.48%
annualized
15.90%
-23.84%
Jan 2020 - Mar 2020
23 - 13
5Y
+8.62%
annualized
12.77%
-23.84%
Jan 2020 - Mar 2020
43 - 17
10Y
+7.32%
annualized
12.26%
-23.84%
Jan 2020 - Mar 2020
77 - 43
MAX
01 Mar 2008
+6.45%
annualized
15.97%
-47.57%
May 2008 - Feb 2009
101 - 59

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ Stocks Bonds Comm.
Technology
 +21.25% 100 0 0 Compare
US Stocks
 +14.70% 100 0 0 Compare
Warren Buffett
 +13.58% 90 10 0 Compare
Stocks/Bonds 80/20
 +12.51% 80 20 0 Compare
Second Grader's Starter
Paul Farrell		 +10.95% 90 10 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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
 +8.48% +71.56%
Mar 2009 - Feb 2010 		-46.27%
Mar 2008 - Feb 2009 		26.17%
2 Years
 +8.27% +43.53%
Mar 2009 - Feb 2011 		-7.04%
Apr 2018 - Mar 2020 		15.33%
3 Years
 +8.11% +28.69%
Mar 2009 - Feb 2012 		-2.51%
Apr 2017 - Mar 2020 		2.40%
5 Years
 +8.17% +22.06%
Mar 2009 - Feb 2014 		+0.78%
Apr 2015 - Mar 2020 		0.00%
7 Years
 +7.77% +14.20%
Mar 2009 - Feb 2016 		+2.83%
Apr 2013 - Mar 2020 		0.00%
10 Years
 +7.95% +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

Swipe left to see all data
Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.6 0.0 1.1 3.5 -0.7 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		 46 77 79 93 43 50 62 54 54 54 69 77

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
 +12.33% -0.1 3.2 5.1 2.2 2.6 -1.1
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
Share this page