Last Update: 31 May 2020

The Dynamic 40/60 Income Portfolio is exposed for 40% on the Stock Market.

It's a Medium Risk portfolio and it can be replicated with 5 ETFs.

In the last 10 years, the portfolio obtained a 6.34% compound annual return, with a 6.56% standard deviation.

In 2019, the portfolio granted a 4.21% dividend yield. If you are interested in getting periodic income, please refer to the Dynamic 40/60 Income Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Dynamic 40/60 Income Portfolio has the following asset allocation:

40% Stocks
60% Fixed Income
0% Commodities

The Dynamic 40/60 Income Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
20.00 % PFF iShares Preferred and Income Securities ETF Preferred Stock, U.S.
20.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
20.00 % SHY iShares 1-3 Year Treasury Bond Bond, U.S., Short Term
20.00 % EMB iShares JP Morgan USD Em Mkts Bd Bond, Emerging Markets, All-Term
20.00 % HYG iShares iBoxx $ High Yield Corporate Bond Bond, U.S., Intermediate-Term

Portfolio and ETF Returns

The Dynamic 40/60 Income Portfolio guaranteed the following returns.

DYNAMIC 40/60 INCOME PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Dynamic 40/60 Income Portfolio +3.18 -1.27 -1.68 +4.31 +3.93 +4.37 +6.34
Components
PFF - iShares Preferred and Income Securities ETF +1.92 -1.73 -3.28 +1.10 +1.96 +3.15 +5.75
VTI - Vanguard Total Stock Market +5.40 +2.65 -2.97 +11.28 +9.52 +9.14 +12.78
SHY - iShares 1-3 Year Treasury Bond -0.08 +1.44 +3.08 +4.44 +2.52 +1.72 +1.24
EMB - iShares JP Morgan USD Em Mkts Bd +6.27 -5.66 -2.91 +1.31 +2.14 +3.84 +5.30
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 Dynamic 40/60 Income Portfolio: Dividend Yield page.

Historical Returns

Dynamic 40/60 Income Portfolio - Historical returns and stats.

DYNAMIC 40/60 INCOME PORTFOLIO
Last Update: 31 May 2020
Swipe left to see all data
Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.18%
0.00%
1 - 0
3M
-1.27%
-9.80%
Mar 2020 - Mar 2020
2 - 1
6M
-1.68%
-12.42%
Feb 2020 - Mar 2020
4 - 2
YTD
-3.60%
-12.42%
Feb 2020 - Mar 2020
3 - 2
1Y
+4.31%
12.86%
-12.42%
Feb 2020 - Mar 2020
10 - 2
3Y
+3.93%
annualized
8.46%
-12.42%
Feb 2020 - Mar 2020
27 - 9
5Y
+4.37%
annualized
7.19%
-12.42%
Feb 2020 - Mar 2020
43 - 17
10Y
+6.34%
annualized
6.56%
-12.42%
Feb 2020 - Mar 2020
87 - 33
MAX
01 Jan 2008
+5.51%
annualized
9.52%
-29.06%
Jun 2008 - Feb 2009
104 - 45

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Dynamic 40/60 Income Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.86% +45.82%
Mar 2009 - Feb 2010
-27.71%
Mar 2008 - Feb 2009
13.04%
2 Years
+7.16% +27.87%
Mar 2009 - Feb 2011
-0.13%
Apr 2018 - Mar 2020
0.79%
3 Years
+7.04% +20.25%
Mar 2009 - Feb 2012
+1.42%
Apr 2017 - Mar 2020
0.00%
5 Years
+6.81% +15.13%
Mar 2009 - Feb 2014
+2.67%
Apr 2015 - Mar 2020
0.00%
7 Years
+6.79% +11.17%
Mar 2009 - Feb 2016
+3.68%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.03% +9.82%
Mar 2009 - Feb 2019
+5.09%
Apr 2010 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-3.60% 0.6 -2.9 -9.8 6.1 3.2
2019
+15.91% 4.8 1.2 1.3 1.2 -1.5 3.2 0.8 0.3 0.4 0.7 0.7 2.0
2018
-3.18% 0.6 -1.4 -0.2 -0.4 0.6 0.2 1.5 0.8 0.2 -2.9 -0.1 -2.1
2017
+9.18% 1.4 1.8 0.2 1.0 0.7 0.2 1.0 0.5 0.5 0.4 0.6 0.4
2016
+7.53% -1.5 0.7 3.1 1.3 0.6 1.6 1.6 0.7 0.2 -1.2 -0.8 1.2
2015
+0.21% 0.4 1.9 -0.3 0.6 0.3 -1.3 0.6 -1.9 -1.5 3.1 -0.2 -1.2
2014
+7.01% -0.1 2.6 0.7 0.7 1.7 0.8 -1.1 2.0 -1.4 1.4 0.5 -0.8
2013
+6.13% 0.9 0.6 1.1 1.7 -1.1 -1.9 1.8 -1.8 1.8 2.2 0.5 0.5
2012
+12.70% 3.0 2.4 0.5 0.5 -2.7 3.0 1.5 1.4 1.1 0.1 0.7 0.8
2011
+2.96% 0.7 1.3 0.6 1.7 0.3 -0.5 -0.3 -2.0 -4.6 6.0 -1.4 1.5
2010
+11.25% -0.8 2.1 2.5 1.0 -3.7 0.0 4.6 0.0 2.9 1.6 -1.3 2.1
2009
+22.37% -5.6 -10.0 6.4 9.7 5.9 1.6 6.1 0.5 4.2 -1.5 2.1 2.6
2008
-14.80% 0.9 -0.7 -1.2 2.9 0.2 -4.6 -0.7 0.4 -10.0 -8.7 -2.1 9.2
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