All Country World 40/60 Portfolio: ETF allocation and returns

Last Update: 30 June 2021

The All Country World 40/60 Portfolio is exposed for 40% on the Stock Market.

It's a Medium Risk portfolio and it can be replicated with 4 ETFs.

In the last 10 years, the portfolio obtained a 6.62% compound annual return, with a 6.47% standard deviation.

In 2020, the portfolio granted a 2.13% dividend yield. If you are interested in getting periodic income, please refer to the All Country World 40/60 Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The All Country World 40/60 Portfolio has the following asset allocation:

        40% Stocks
      
        60% Fixed Income
      
        0% Commodities

The All Country World 40/60 Portfolio can be replicated with the following ETFs:

Weight	Ticker	ETF Name	Investment Themes
40.00 %	VT	Vanguard Total World Stock	Equity, Global, Large Cap
30.00 %	BND	Vanguard Total Bond Market	Bond, U.S., All-Term
21.00 %	BNDX	Vanguard Total International Bond	Bond, Developed Markets, All-Term
9.00 %	EMB	iShares JP Morgan USD Em Mkts Bd	Bond, Emerging Markets, All-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 All Country World 40/60 Portfolio guaranteed the following returns.

ALL COUNTRY WORLD 40/60 PORTFOLIO RETURNS (%)

Last Update: 30 June 2021

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
All Country World 40/60 Portfolio	+0.91	+3.91	+4.00	+15.47	+9.08	+7.89	+6.62
*Components*
VT - Vanguard Total World Stock	+1.18	+7.02	+12.76	+41.12	+14.64	+14.79	+10.13
BND - Vanguard Total Bond Market	+0.90	+1.93	-1.78	-0.59	+5.41	+2.98	+3.29
BNDX - Vanguard Total International Bond	+0.37	+0.18	-2.12	-0.01	+3.98	+2.82	+4.43
EMB - iShares JP Morgan USD Em Mkts Bd	+0.86	+4.28	-1.42	+7.01	+6.64	+4.25	+5.01

(*) 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 All Country World 40/60 Portfolio: Dividend Yield page.

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Historical Returns

All Country World 40/60 Portfolio - Historical returns and stats.

ALL COUNTRY WORLD 40/60 PORTFOLIO

Last Update: 30 June 2021

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Period	Returns Jun 2021	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+0.91%		0.00%	1 - 0
3M	+3.91%		0.00%	3 - 0
6M	+4.00%		-0.65% Jan 2021 - Feb 2021	4 - 2
YTD	+4.00%		-0.65% Jan 2021 - Feb 2021	4 - 2
1Y	+15.47%	6.41%	-2.13% Sep 2020 - Oct 2020	8 - 4
3Y	+9.08% annualized	8.38%	-10.06% Feb 2020 - Mar 2020	26 - 10
5Y	+7.89% annualized	6.87%	-10.06% Feb 2020 - Mar 2020	44 - 16
10Y	+6.62% annualized	6.47%	-10.06% Feb 2020 - Mar 2020	84 - 36
MAX 01 Jan 2009	+7.83% annualized	7.19%	-10.06% Feb 2020 - Mar 2020	103 - 47

* Annualized St.Dev. of monthly returns

Best Medium Risk Porftolios, ordered by 10Y annualized return.

Portfolio	10Y Return ▾	Stocks	Bonds	Comm.
Couch Potato Scott Burns	+9.18%	50	50	0	Compare
Stocks/Bonds 40/60	+8.00%	40	60	0	Compare
All Weather Portfolio Ray Dalio	+7.72%	30	55	15	Compare
Robo Advisor 50 Betterment	+7.20%	49.9	50.1	0	Compare
Edge Select Moderately Conservative Merrill Lynch	+6.97%	37	63	0	Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since June 2011.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-10.06%	Feb 2020	Mar 2020	2	Jul 2020	4	6
-6.21%	Aug 2011	Sep 2011	2	Jan 2012	4	6
-5.42%	Feb 2018	Dec 2018	11	Mar 2019	3	14
-5.18%	May 2015	Sep 2015	5	Jun 2016	9	14
-4.01%	May 2013	Jun 2013	2	Oct 2013	4	6
-3.61%	May 2012	May 2012	1	Jul 2012	2	3
-2.44%	Oct 2016	Nov 2016	2	Feb 2017	3	5
-2.13%	Sep 2020	Oct 2020	2	Nov 2020	1	3
-1.74%	Sep 2014	Sep 2014	1	Nov 2014	2	3
-1.74%	May 2019	May 2019	1	Jun 2019	1	2
-1.09%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-0.81%	Dec 2014	Dec 2014	1	Feb 2015	2	3
-0.71%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-0.65%	Jan 2021	Feb 2021	2	Mar 2021	1	3
-0.23%	Mar 2015	Mar 2015	1	Apr 2015	1	2
-0.19%	Oct 2012	Oct 2012	1	Nov 2012	1	2

Worst drawdowns since December 2008.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-10.06%	Feb 2020	Mar 2020	2	Jul 2020	4	6
-9.54%	Jan 2009	Feb 2009	2	May 2009	3	5
-6.92%	May 2011	Sep 2011	5	Jan 2012	4	9
-5.42%	Feb 2018	Dec 2018	11	Mar 2019	3	14
-5.18%	May 2015	Sep 2015	5	Jun 2016	9	14
-4.01%	May 2013	Jun 2013	2	Oct 2013	4	6
-3.62%	May 2010	Jun 2010	2	Jul 2010	1	3
-3.61%	May 2012	May 2012	1	Jul 2012	2	3
-2.44%	Oct 2016	Nov 2016	2	Feb 2017	3	5
-2.13%	Sep 2020	Oct 2020	2	Nov 2020	1	3
-1.90%	Nov 2010	Nov 2010	1	Dec 2010	1	2
-1.74%	May 2019	May 2019	1	Jun 2019	1	2
-1.74%	Sep 2014	Sep 2014	1	Nov 2014	2	3
-1.28%	Jan 2010	Jan 2010	1	Mar 2010	2	3
-1.09%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-0.92%	Oct 2009	Oct 2009	1	Nov 2009	1	2
-0.81%	Dec 2014	Dec 2014	1	Feb 2015	2	3
-0.71%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-0.65%	Jan 2021	Feb 2021	2	Mar 2021	1	3
-0.23%	Mar 2015	Mar 2015	1	Apr 2015	1	2

Rolling Returns ( more details)

All Country World 40/60 Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+7.68%	+31.03% Mar 2009 - Feb 2010	-4.16% Mar 2015 - Feb 2016	10.79%
2 Years	+6.97%	+21.25% Mar 2009 - Feb 2011	+0.94% Apr 2018 - Mar 2020	0.00%
3 Years	+6.60%	+15.55% Mar 2009 - Feb 2012	+3.16% Apr 2017 - Mar 2020	0.00%
5 Years	+6.41%	+12.31% Mar 2009 - Feb 2014	+3.25% Apr 2015 - Mar 2020	0.00%
7 Years	+6.28%	+9.00% Mar 2009 - Feb 2016	+4.21% Apr 2013 - Mar 2020	0.00%
10 Years	+6.64%	+8.39% Mar 2009 - Feb 2019	+5.18% 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 All Country World 40/60 Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

All Country World 40/60 Portfolio Seasonality

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	Months
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average	0.2	0.3	0.6	1.8	0.1	0.5	1.8	0.2	0.5	0.6	0.8	0.6
Best	4.2 2019	2.6 2014	4.1 2009	5.7 2009	5.0 2009	3.6 2019	5.5 2009	2.2 2009	3.9 2010	4.6 2011	5.6 2020	2.5 2010
Worst	-5.3 2009	-4.4 2009	-8.0 2020	-0.3 2018	-3.6 2012	-2.4 2013	-0.7 2014	-3.0 2015	-4.1 2011	-3.7 2018	-1.9 2010	-1.9 2018
Gain Frequency	62	69	77	92	54	54	92	67	58	58	67	75

Detail of Monthly Returns

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2021	+4.00%	-0.6	0.0	0.7	2.2	0.8	0.9
2020	+10.42%	0.5	-2.3	-8.0	5.3	2.7	1.7	3.0	1.9	-1.2	-0.9	5.6	2.3
2019	+16.42%	4.2	1.2	1.5	1.5	-1.7	3.6	0.4	0.5	0.6	1.2	0.9	1.7
2018	-3.84%	1.6	-2.3	0.0	-0.3	0.3	-0.3	1.4	0.4	0.0	-3.7	0.9	-1.9
2017	+12.29%	1.2	1.6	0.6	1.2	1.2	0.1	1.4	0.8	0.7	1.0	0.8	1.0
2016	+5.97%	-1.7	0.3	3.8	0.6	0.4	1.3	2.1	0.2	0.4	-1.5	-1.0	1.1
2015	-0.23%	0.6	2.0	-0.2	0.8	-0.2	-1.7	0.7	-3.0	-1.1	3.2	-0.1	-1.1
2014	+5.59%	-1.1	2.6	0.3	0.8	1.6	1.0	-0.7	1.8	-1.7	0.9	0.9	-0.8
2013	+7.68%	1.1	0.2	1.0	1.9	-1.7	-2.4	2.4	-1.6	3.1	2.2	0.5	0.8
2012	+11.32%	2.8	2.2	0.4	0.2	-3.6	2.5	1.4	1.3	1.8	-0.2	1.0	1.2
2011	+1.87%	0.6	1.4	0.1	2.6	-0.3	-0.7	0.2	-2.2	-4.1	4.6	-0.7	0.8
2010	+9.86%	-1.3	1.1	2.9	0.5	-3.6	0.0	4.1	-0.2	3.9	1.8	-1.9	2.5
2009	+18.75%	-5.3	-4.4	4.1	5.7	5.0	-0.1	5.5	2.2	3.4	-0.9	2.9	0.3

* Note:
Portofolio Returns, up to December 2013, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013