Last Update: 30 June 2021

The All Country World Stocks Portfolio is exposed for 100% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 1 ETF.

In the last 10 years, the portfolio obtained a 10.13% compound annual return, with a 14.23% standard deviation.

In 2020, the portfolio granted a 1.91% dividend yield. If you are interested in getting periodic income, please refer to the All Country World Stocks Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The All Country World Stocks Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The All Country World Stocks Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
100.00 % VT Vanguard Total World Stock Equity, Global, Large Cap
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 Stocks Portfolio guaranteed the following returns.

ALL COUNTRY WORLD STOCKS PORTFOLIO RETURNS (%)
Last Update: 30 June 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
All Country World Stocks Portfolio +1.18 +7.02 +12.76 +41.12 +14.64 +14.79 +10.13
Components
VT - Vanguard Total World Stock +1.18 +7.02 +12.76 +41.12 +14.64 +14.79 +10.13
(*) 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 Stocks Portfolio: Dividend Yield page.

Readings that may interest you
ETF Investing 101 for the Year 2021: Complete Guide to Evaluate and Build a ...
Noise: A Flaw in Human Judgment
Summary: Principles – Life and Work by Ray Dalio

Historical Returns

All Country World Stocks Portfolio - Historical returns and stats.

ALL COUNTRY WORLD STOCKS PORTFOLIO
Last Update: 30 June 2021
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Period Returns
Jun 2021		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
+1.18%
0.00%
1 - 0
3M
+7.02%
0.00%
3 - 0
6M
+12.76%
-0.23%
Jan 2021 - Jan 2021
5 - 1
YTD
+12.76%
-0.23%
Jan 2021 - Jan 2021
5 - 1
1Y
+41.12%
13.55%
-4.91%
Sep 2020 - Oct 2020
9 - 3
3Y
+14.64%
annualized
17.98%
-22.15%
Jan 2020 - Mar 2020
26 - 10
5Y
+14.79%
annualized
14.58%
-22.15%
Jan 2020 - Mar 2020
46 - 14
10Y
+10.13%
annualized
14.23%
-22.15%
Jan 2020 - Mar 2020
80 - 40
MAX
01 Jan 2009
+12.02%
annualized
15.93%
-22.15%
Jan 2020 - Mar 2020
97 - 53

* Annualized St.Dev. of monthly returns

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 +21.25% 100 0 0 Compare
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 +14.70% 100 0 0 Compare
Warren Buffett
 +13.58% 90 10 0 Compare
Stocks/Bonds 80/20
 +12.51% 80 20 0 Compare
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Paul Farrell		 +10.95% 90 10 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

All Country World Stocks Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
 +11.87% +59.32%
Mar 2009 - Feb 2010 		-12.53%
Jun 2011 - May 2012 		21.58%
2 Years
 +10.16% +39.32%
Mar 2009 - Feb 2011 		-5.37%
Apr 2018 - Mar 2020 		3.15%
3 Years
 +9.54% +23.87%
Mar 2009 - Feb 2012 		+1.10%
Apr 2017 - Mar 2020 		0.00%
5 Years
 +9.55% +20.02%
Mar 2009 - Feb 2014 		+2.78%
Apr 2015 - Mar 2020 		0.00%
7 Years
 +9.21% +12.96%
Mar 2009 - Feb 2016 		+5.12%
Apr 2013 - Mar 2020 		0.00%
10 Years
 +9.42% +13.05%
Mar 2009 - Feb 2019 		+5.97%
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 Stocks Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

All Country World Stocks Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.2 0.5 1.2 3.2 -0.4 0.5 3.1 -0.6 0.7 1.4 2.1 1.2
Best 8.0
2019 		6.0
2015 		8.8
2009 		12.1
2009 		10.6
2009 		6.4
2019 		10.1
2009 		6.0
2020 		10.1
2010 		11.3
2011 		12.4
2020 		7.7
2010
Worst -10.9
2009 		-9.5
2009 		-14.8
2020 		-1.2
2012 		-9.9
2010 		-2.8
2010 		-2.2
2011 		-7.3
2011 		-10.7
2011 		-7.8
2018 		-2.7
2010 		-7.2
2018
Gain
Frequency		 46 62 69 85 62 46 83 58 67 58 75 67

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
 +12.76% -0.2 2.7 2.9 4.1 1.6 1.2
2020
 +16.61% -1.6 -7.2 -14.8 10.4 5.2 3.1 5.3 6.0 -2.9 -2.1 12.4 4.9
2019
 +26.82% 8.0 2.8 1.1 3.5 -6.0 6.4 0.0 -2.1 2.3 2.8 2.6 3.5
2018
 -9.76% 5.5 -4.4 -1.3 0.4 0.6 -0.6 2.9 0.9 0.1 -7.8 1.7 -7.2
2017
 +24.49% 3.0 2.7 1.5 1.6 2.0 0.6 2.7 0.4 2.1 2.1 1.9 1.6
2016
 +8.51% -5.9 -1.1 8.0 1.0 0.7 -0.2 4.2 0.4 0.8 -2.0 1.2 1.8
2015
 -1.86% -1.6 6.0 -1.2 2.6 0.3 -2.2 0.5 -6.6 -3.7 7.3 -0.1 -2.2
2014
 +3.67% -4.4 5.2 0.5 0.7 2.1 2.2 -1.8 2.7 -3.3 0.9 1.3 -2.0
2013
 +22.95% 4.0 -0.3 2.4 2.7 -0.6 -2.7 5.2 -2.5 5.6 3.7 1.5 2.2
2012
 +17.12% 5.5 4.8 1.2 -1.2 -8.9 5.1 0.7 2.5 3.1 -0.6 1.5 3.1
2011
 -7.50% 1.4 2.9 -0.1 4.4 -2.3 -1.3 -2.2 -7.3 -10.7 11.3 -1.2 -1.0
2010
 +13.08% -5.1 2.1 6.7 -0.5 -9.9 -2.8 9.2 -4.0 10.1 3.8 -2.7 7.7
2009
 +32.65% -10.9 -9.5 8.8 12.1 10.6 -1.7 10.1 2.7 5.2 -2.5 5.3 1.6
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