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:
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 | +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 |
- 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 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
Best Very High Risk Porftolios, ordered by 10Y annualized return.
Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
---|---|---|---|---|---|---|
Technology |
+20.35% | 100 | 0 | 0 | Compare | |
US Stocks |
+13.77% | 100 | 0 | 0 | Compare | |
Warren Buffett |
+12.76% | 90 | 10 | 0 | Compare | |
Stocks/Bonds 80/20 |
+11.86% | 80 | 20 | 0 | Compare | |
Second Grader's Starter Paul Farrell |
+10.28% | 90 | 10 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns ( more details)
Aggressive Global Income Portfolio: annualized rolling and average returns
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
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
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 |