Last Update: 30 September 2020

The European 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 4.64% compound annual return, with a 16.36% standard deviation.

In 2019, the portfolio granted a 3.99% dividend yield. If you are interested in getting periodic income, please refer to the European Stocks Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The European Stocks Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The European Stocks Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
100.00 % VGK Vanguard FTSE Europe Equity, Developed Europe, 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 European Stocks Portfolio guaranteed the following returns.

EUROPEAN STOCKS PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
European Stocks Portfolio -3.10 +4.77 +22.67 +0.26 -0.41 +4.54 +4.64
Components
VGK - Vanguard FTSE Europe -3.10 +4.77 +22.67 +0.26 -0.41 +4.54 +4.64
(*) 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 European Stocks Portfolio: Dividend Yield page.

Historical Returns

European Stocks Portfolio - Historical returns and stats.

EUROPEAN STOCKS PORTFOLIO
Last Update: 30 September 2020
Swipe left to see all data
Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-3.10%
-3.10%
Sep 2020 - Sep 2020
0 - 1
3M
+4.77%
-3.10%
Sep 2020 - Sep 2020
2 - 1
6M
+22.67%
-3.10%
Sep 2020 - Sep 2020
5 - 1
YTD
-8.80%
-25.66%
Jan 2020 - Mar 2020
5 - 4
1Y
+0.26%
22.78%
-25.66%
Jan 2020 - Mar 2020
8 - 4
3Y
-0.41%
annualized
17.01%
-25.66%
Jan 2020 - Mar 2020
20 - 16
5Y
+4.54%
annualized
15.20%
-25.66%
Jan 2020 - Mar 2020
35 - 25
10Y
+4.64%
annualized
16.36%
-27.75%
May 2011 - Sep 2011
70 - 50
MAX
01 Jan 1986
+8.29%
annualized
17.62%
-59.76%
Nov 2007 - Feb 2009
256 - 161

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

European Stocks Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.56% +58.54%
Mar 2009 - Feb 2010
-52.96%
Mar 2008 - Feb 2009
31.53%
2 Years
+8.41% +38.87%
Mar 2009 - Feb 2011
-30.58%
Mar 2007 - Feb 2009
22.59%
3 Years
+8.26% +30.55%
Apr 2003 - Mar 2006
-18.37%
Apr 2000 - Mar 2003
21.47%
5 Years
+7.85% +25.37%
Oct 2002 - Sep 2007
-8.13%
Jun 2007 - May 2012
14.25%
7 Years
+7.85% +20.28%
Jan 1993 - Dec 1999
-1.10%
Nov 2007 - Oct 2014
1.20%
10 Years
+7.80% +16.50%
Aug 1988 - Jul 1998
-1.57%
Mar 1999 - Feb 2009
1.34%
15 Years
+7.44% +14.56%
Jan 1986 - Dec 2000
+2.90%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

European Stocks Portfolio Seasonality

Swipe left to see all data
Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.1 0.7 1.1 3.2 -0.1 0.1 1.8 -0.6 -0.5 0.6 0.6 3.0
Best 6.7
2019
11.1
1986
8.8
1986
13.5
2003
14.3
2009
8.3
2012
14.2
2010
10.1
1986
11.3
2010
12.4
2011
7.3
2004
10.2
1999
Worst -13.8
2009
-10.4
2009
-16.7
2020
-4.3
2000
-12.0
2012
-9.0
2008
-11.1
2002
-12.5
1998
-13.1
2002
-21.8
2008
-7.8
2010
-4.8
2018
Gain
Frequency
60 57 66 77 57 49 69 51 57 62 59 74

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
2020
-8.80% -3.1 -8.0 -16.7 6.5 5.8 3.9 3.7 4.3 -3.1
2019
+24.86% 6.7 3.2 0.8 3.9 -5.7 6.4 -2.6 -1.7 2.6 3.8 1.3 4.5
2018
-14.91% 5.6 -6.2 -0.4 2.2 -2.4 -1.3 3.4 -2.8 0.1 -7.9 -0.7 -4.8
2017
+26.99% 3.0 0.6 4.4 3.9 4.9 -0.5 2.8 0.1 3.2 0.5 -0.1 1.5
2016
-0.37% -5.6 -3.2 7.0 2.8 -0.5 -4.0 3.5 0.7 0.8 -3.5 -2.3 4.9
2015
-1.94% 0.5 6.1 -2.4 4.2 0.3 -3.3 2.7 -7.0 -4.1 5.9 -1.3 -2.6
2014
-7.10% -4.6 7.3 -0.7 2.7 0.8 -0.1 -4.3 0.7 -4.0 -1.9 2.1 -4.7
2013
+24.38% 4.3 -3.4 0.3 4.5 0.0 -4.4 7.6 -1.5 7.2 4.2 1.0 2.9
2012
+21.57% 5.5 5.4 0.1 -2.5 -12.0 8.3 0.3 4.7 2.9 1.8 2.5 4.3
2011
-11.64% 3.7 3.1 -1.0 8.3 -2.8 -2.1 -4.6 -9.3 -12.2 12.4 -2.9 -2.3
2010
+6.05% -6.3 -0.6 6.5 -3.8 -11.8 -1.6 14.2 -4.6 11.3 4.9 -7.8 9.1
2009
+31.33% -13.8 -10.4 7.7 13.2 14.3 -2.4 11.4 5.5 4.8 -2.6 4.5 -0.2
2008
-44.71% -9.0 -0.3 1.3 4.1 0.7 -9.0 -2.9 -3.8 -12.9 -21.8 -7.4 7.1
2007
+13.24% 1.6 -1.2 3.7 5.8 2.1 -0.4 -2.8 0.3 5.2 4.7 -3.8 -2.1
2006
+33.06% 6.3 -0.3 4.0 5.2 -2.9 1.0 1.0 3.2 1.1 3.7 3.8 3.1
2005
+9.26% -1.9 4.9 -2.5 -2.0 -0.1 1.0 3.8 2.0 2.2 -3.2 1.3 3.8
2004
+20.86% 1.1 2.9 -3.1 -0.8 1.5 1.6 -2.7 0.1 4.0 3.6 7.3 4.2
2003
+38.70% -4.7 -3.3 -1.5 13.5 6.7 1.0 2.0 -0.2 2.0 6.6 4.3 8.2
2002
-17.95% -5.1 0.0 5.4 -0.7 0.1 -3.4 -11.1 -0.1 -13.1 9.6 4.9 -3.7
2001
-20.30% 0.0 -8.8 -7.5 7.1 -4.8 -3.8 0.3 -2.6 -10.0 3.1 3.5 2.6
2000
-8.21% -7.2 5.3 2.4 -4.3 -0.6 2.3 -1.7 -1.1 -4.8 -0.8 -4.0 6.9
1999
+16.66% -0.8 -2.7 1.3 3.1 -4.9 2.3 0.9 1.1 -0.8 3.6 3.0 10.2
1998
+28.86% 4.2 7.8 7.2 1.9 2.4 1.2 1.9 -12.5 -4.0 7.8 5.4 4.2
1997
+24.23% 0.2 1.3 3.4 -0.5 4.6 5.3 4.7 -5.7 9.7 -5.0 1.4 3.6
1996
+21.25% 0.6 1.7 1.4 0.6 1.2 1.4 -1.2 3.0 2.0 2.2 4.9 1.9
1995
+22.28% -0.6 2.0 3.9 4.2 2.6 1.2 5.2 -4.0 3.0 -0.6 0.6 3.1
1994
+1.88% 4.7 -3.6 -3.0 4.9 -4.1 -1.1 5.3 3.0 -4.1 4.1 -3.8 0.5
1993
+29.13% 0.0 0.9 5.1 2.1 1.6 -1.4 0.4 8.8 -0.2 3.7 -2.2 7.7
1992
-3.32% 0.1 0.5 -3.7 5.9 5.5 -0.8 -3.7 0.0 -1.6 -6.9 -0.4 2.5
1991
+12.40% 2.8 7.7 -6.8 1.0 1.5 -8.0 7.2 1.8 3.2 -2.1 -2.6 7.7
1990
-3.87% -0.1 -2.5 1.7 -2.9 7.2 4.1 5.0 -10.0 -11.4 7.9 0.4 -1.4
1989
+28.18% 4.4 -1.0 0.6 3.0 -4.5 2.5 11.7 -1.0 2.4 -6.9 5.6 9.8
1988
+13.69% -3.9 4.6 3.5 2.1 -1.5 -1.1 0.4 -4.7 5.1 8.2 1.6 -0.6
1987
+7.05% 5.4 3.7 5.5 3.7 0.5 3.6 3.4 0.6 1.2 -19.6 -4.4 6.5
1986
+40.96% 1.4 11.1 8.8 9.3 -8.8 4.2 -0.6 10.1 -6.7 0.7 4.6 3.0

* Note:
Portofolio Returns, up to December 2005, 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:

VGK - Vanguard FTSE Europe: simulated historical serie, up to December 2005

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