Last Update: 30 September 2020

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

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

In the last 10 years, the portfolio obtained a 6.9% compound annual return, with a 7.87% standard deviation.

In 2019, the portfolio granted a 4.05% dividend yield. If you are interested in getting periodic income, please refer to the Dynamic 60/40 Income Portfolio: Dividend Yield page.

Asset Allocation and ETFs

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

60% Stocks
40% Fixed Income
0% Commodities

The Dynamic 60/40 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 % VNQ Vanguard Real Estate Real Estate, U.S.
20.00 % SHY iShares 1-3 Year Treasury Bond Bond, U.S., Short Term
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 Dynamic 60/40 Income Portfolio guaranteed the following returns.

DYNAMIC 60/40 INCOME PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Dynamic 60/40 Income Portfolio -1.48 +4.27 +14.74 +1.84 +4.84 +6.25 +6.90
Components
PFF - iShares Preferred and Income Securities ETF -0.25 +6.68 +17.88 +2.19 +3.42 +4.52 +5.16
VTI - Vanguard Total Stock Market -3.54 +9.24 +33.25 +14.90 +11.63 +13.68 +13.48
VNQ - Vanguard Real Estate -2.68 +1.31 +15.01 -12.28 +2.33 +5.19 +8.48
SHY - iShares 1-3 Year Treasury Bond 0.00 +0.07 +0.29 +3.45 +2.50 +1.67 +1.15
HYG - iShares iBoxx $ High Yield Corporate Bond -0.93 +4.05 +11.72 +1.20 +3.33 +5.55 +5.29
(*) 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 60/40 Income Portfolio: Dividend Yield page.

Historical Returns

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

DYNAMIC 60/40 INCOME PORTFOLIO
Last Update: 30 September 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.48%
-1.48%
Sep 2020 - Sep 2020
0 - 1
3M
+4.27%
-1.48%
Sep 2020 - Sep 2020
2 - 1
6M
+14.74%
-1.48%
Sep 2020 - Sep 2020
5 - 1
YTD
-1.05%
-14.25%
Feb 2020 - Mar 2020
6 - 3
1Y
+1.84%
14.36%
-14.25%
Feb 2020 - Mar 2020
9 - 3
3Y
+4.84%
annualized
10.01%
-14.25%
Feb 2020 - Mar 2020
27 - 9
5Y
+6.25%
annualized
8.44%
-14.25%
Feb 2020 - Mar 2020
43 - 17
10Y
+6.90%
annualized
7.87%
-14.25%
Feb 2020 - Mar 2020
84 - 36
MAX
01 Jan 2008
+5.98%
annualized
11.60%
-39.09%
Jun 2008 - Feb 2009
104 - 49

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.47% +57.27%
Mar 2009 - Feb 2010
-36.55%
Mar 2008 - Feb 2009
10.56%
2 Years
+8.09% +36.22%
Mar 2009 - Feb 2011
-2.16%
Feb 2008 - Jan 2010
3.08%
3 Years
+7.96% +24.89%
Mar 2009 - Feb 2012
+1.32%
Apr 2017 - Mar 2020
0.00%
5 Years
+7.82% +18.49%
Mar 2009 - Feb 2014
+2.44%
Apr 2015 - Mar 2020
0.00%
7 Years
+7.81% +13.85%
Mar 2009 - Feb 2016
+4.17%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.92% +11.81%
Mar 2009 - Feb 2019
+5.78%
May 2008 - Apr 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Dynamic 60/40 Income Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.5 -0.4 0.8 2.7 0.2 0.0 2.0 0.1 -0.6 0.1 -0.4 1.5
Best 6.3
2019
2.9
2010
6.2
2009
13.5
2009
5.9
2009
3.3
2012
7.5
2009
2.5
2009
4.5
2009
7.8
2011
3.2
2009
8.3
2008
Worst -7.7
2009
-12.7
2009
-10.6
2020
-0.9
2015
-4.4
2010
-6.4
2008
-1.0
2014
-3.3
2011
-8.5
2008
-11.8
2008
-8.0
2008
-4.1
2018
Gain
Frequency
69 69 77 92 69 62 77 62 46 58 50 83

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-1.05% 0.6 -4.1 -10.6 6.9 2.3 0.6 3.8 1.9 -1.5
2019
+18.59% 6.3 1.3 1.8 1.1 -1.6 2.7 1.0 0.8 1.0 0.8 0.5 1.5
2018
-3.28% -0.1 -2.4 0.4 0.2 1.5 1.3 1.2 1.7 -0.8 -3.0 0.9 -4.1
2017
+8.11% 1.0 2.2 -0.4 0.7 0.4 0.8 1.0 0.0 0.5 0.2 1.2 0.2
2016
+7.39% -2.2 0.3 4.5 0.5 1.1 2.2 2.2 -0.4 -0.3 -2.0 -0.2 1.8
2015
+0.49% 1.4 0.9 0.0 -0.9 0.3 -1.8 1.6 -2.9 -0.7 3.7 -0.4 -0.5
2014
+11.87% 0.9 2.9 0.5 1.2 1.5 1.0 -1.0 2.3 -2.3 3.1 1.0 0.2
2013
+8.15% 2.2 0.8 1.8 2.4 -1.4 -1.5 1.9 -2.8 1.9 2.6 -0.3 0.5
2012
+12.84% 4.0 1.6 1.5 0.8 -3.1 3.3 1.2 1.1 0.4 -0.2 0.4 1.4
2011
+3.16% 1.6 2.3 -0.1 2.5 0.3 -1.3 -0.4 -3.3 -5.8 7.8 -2.0 2.1
2010
+14.75% -1.8 2.9 4.0 2.4 -4.4 -1.6 5.8 -0.8 3.5 2.2 -0.7 2.9
2009
+25.31% -7.7 -12.7 6.2 13.5 5.9 0.8 7.5 2.5 4.5 -2.3 3.2 4.0
2008
-21.78% 0.5 -1.3 0.1 4.0 0.1 -6.4 -0.2 0.7 -8.5 -11.8 -8.0 8.3
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