The European Stocks Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.
It's exposed for 100% on the Stock Market.
In the last 30 Years, the European Stocks Portfolio obtained a 6.55% compound annual return, with a 17.44% standard deviation.
Asset Allocation and ETFs
The European Stocks Portfolio has the following asset allocation:
The European Stocks Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
100.00 % | VGK | Vanguard FTSE Europe | Equity, Developed Europe, Large Cap |
Portfolio and ETF Returns
The European Stocks Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- the reinvestment of dividends
Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
---|---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
European Stocks Portfolio | -4.14 | -4.07 | -9.93 | -20.89 | -18.43 | 2.45 | 5.80 | 6.55 | |
US Inflation Adjusted return | -9.93 | -23.97 | -24.17 | -1.11 | 3.26 | 3.98 | |||
Components | |||||||||
VGK Vanguard FTSE Europe |
-4.14 |
12:59PM Jul 05 2022 |
-4.07 | -9.93 | -20.89 | -18.43 | 2.45 | 5.80 | 6.55 |
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Portfolio Dividends
In 2021, the European Stocks Portfolio granted a 3.49% dividend yield. If you are interested in getting periodic income, please refer to the European Stocks Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of European Stocks Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jun 2022
|
-9.93
|
-9.93
|
-9.93
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-13.51
|
-14.63
|
-13.51
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-20.89
|
-23.97
|
-20.89
Jan 2022 - Jun 2022
|
2 - 4
|
|
YTD
|
-20.89
|
-23.97
|
-20.89
Jan 2022 - Jun 2022
|
2 - 4
|
|
1Y
|
-18.43
|
-24.17
|
16.32
|
-21.34
Sep 2021 - Jun 2022
|
6 - 6
50% pos
|
3Y(*)
|
1.95
|
-2.45
|
20.17
|
-25.65
Jan 2020 - Mar 2020
|
21 - 15
58% pos
|
5Y(*)
|
2.45
|
-1.11
|
17.72
|
-25.65
Jan 2020 - Mar 2020
|
35 - 25
58% pos
|
10Y(*)
|
5.80
|
3.26
|
15.43
|
-25.65
Jan 2020 - Mar 2020
|
72 - 48
60% pos
|
15Y(*)
|
1.50
|
-0.78
|
19.90
|
-59.77
Nov 2007 - Feb 2009
|
99 - 81
55% pos
|
20Y(*)
|
5.50
|
2.97
|
18.87
|
-59.77
Nov 2007 - Feb 2009
|
139 - 101
58% pos
|
25Y(*)
|
4.93
|
2.44
|
18.47
|
-59.77
Nov 2007 - Feb 2009
|
174 - 126
58% pos
|
30Y(*)
|
6.55
|
3.98
|
17.44
|
-59.77
Nov 2007 - Feb 2009
|
216 - 144
60% pos
|
MAX(*)
01 Jan 1986
|
8.09
|
5.23
|
17.73
|
-59.77
Nov 2007 - Feb 2009
|
268 - 170
61% pos
|
Capital Growth as of Jun 30, 2022
The Inflation Adjusted Capital now would be 3228.30$, with a net total return of 222.83% (3.98% annualized).
The Inflation Adjusted Capital now would be 6436.49$, with a net total return of 543.65% (5.23% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-59.77% | Nov 2007 | Feb 2009 | 16 | Apr 2014 | 62 | 78 |
-45.88% | Apr 2000 | Sep 2002 | 30 | Dec 2004 | 27 | 57 |
-25.65% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
-21.34% | Sep 2021 | Jun 2022 | 10 | in progress | 10 | |
-20.91% | Jun 2014 | Feb 2016 | 21 | May 2017 | 15 | 36 |
-19.44% | Feb 2018 | Dec 2018 | 11 | Dec 2019 | 12 | 23 |
-16.03% | Aug 1998 | Sep 1998 | 2 | Apr 1999 | 7 | 9 |
-12.11% | Jul 1992 | Nov 1992 | 5 | Aug 1993 | 9 | 14 |
-7.18% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
-7.00% | Feb 1994 | Jun 1994 | 5 | Aug 1994 | 2 | 7 |
-5.68% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
-4.95% | Oct 1997 | Oct 1997 | 1 | Jan 1998 | 3 | 4 |
-4.90% | May 1999 | May 1999 | 1 | Oct 1999 | 5 | 6 |
-4.49% | Mar 2005 | May 2005 | 3 | Jul 2005 | 2 | 5 |
-4.08% | Sep 1994 | Sep 1994 | 1 | Mar 1995 | 6 | 7 |
-3.97% | Aug 1995 | Aug 1995 | 1 | Dec 1995 | 4 | 5 |
-3.23% | Oct 2005 | Oct 2005 | 1 | Dec 2005 | 2 | 3 |
-3.19% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 |
-2.93% | May 2006 | May 2006 | 1 | Aug 2006 | 3 | 4 |
-2.19% | Nov 1993 | Nov 1993 | 1 | Dec 1993 | 1 | 2 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-59.77% | Nov 2007 | Feb 2009 | 16 | Apr 2014 | 62 | 78 |
-45.88% | Apr 2000 | Sep 2002 | 30 | Dec 2004 | 27 | 57 |
-25.65% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
-23.15% | Oct 1987 | Nov 1987 | 2 | Jul 1989 | 20 | 22 |
-21.34% | Sep 2021 | Jun 2022 | 10 | in progress | 10 | |
-20.91% | Jun 2014 | Feb 2016 | 21 | May 2017 | 15 | 36 |
-20.21% | Aug 1990 | Sep 1990 | 2 | May 1992 | 20 | 22 |
-19.44% | Feb 2018 | Dec 2018 | 11 | Dec 2019 | 12 | 23 |
-16.03% | Aug 1998 | Sep 1998 | 2 | Apr 1999 | 7 | 9 |
-12.85% | Jun 1992 | Nov 1992 | 6 | Aug 1993 | 9 | 15 |
-8.83% | May 1986 | May 1986 | 1 | Aug 1986 | 3 | 4 |
-7.18% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
-7.00% | Feb 1994 | Jun 1994 | 5 | Aug 1994 | 2 | 7 |
-6.85% | Oct 1989 | Oct 1989 | 1 | Dec 1989 | 2 | 3 |
-6.66% | Sep 1986 | Sep 1986 | 1 | Dec 1986 | 3 | 4 |
-5.68% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
-4.95% | Oct 1997 | Oct 1997 | 1 | Jan 1998 | 3 | 4 |
-4.90% | May 1999 | May 1999 | 1 | Oct 1999 | 5 | 6 |
-4.49% | Mar 2005 | May 2005 | 3 | Jul 2005 | 2 | 5 |
-4.08% | Sep 1994 | Sep 1994 | 1 | Mar 1995 | 6 | 7 |
Rolling Returns ( more details)
European Stocks Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
9.96 |
58.54 Mar 2009 - Feb 2010 |
-52.96 Mar 2008 - Feb 2009 |
30.91% |
2 Years |
8.64 |
38.87 Mar 2009 - Feb 2011 |
-30.58 Mar 2007 - Feb 2009 |
21.45% |
3 Years |
8.21 |
30.55 Apr 2003 - Mar 2006 |
-18.37 Apr 2000 - Mar 2003 |
20.60% |
5 Years |
7.87 |
25.37 Oct 2002 - Sep 2007 |
-8.13 Jun 2007 - May 2012 |
13.46% |
7 Years |
7.67 |
20.28 Jan 1993 - Dec 1999 |
-1.10 Nov 2007 - Oct 2014 |
1.13% |
10 Years |
7.71 |
16.50 Aug 1988 - Jul 1998 |
-1.57 Mar 1999 - Feb 2009 |
1.25% |
15 Years |
7.15 |
14.56 Jan 1986 - Dec 2000 |
1.50 Jul 2007 - Jun 2022 |
0.00% |
20 Years |
7.26 |
12.20 Dec 1987 - Nov 2007 |
2.21 Apr 2000 - Mar 2020 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the European Stocks Portfolio: Rolling Returns page.
Seasonality
European Stocks Portfolio: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
-0.24 57% |
0.60 57% |
1.09 68% |
2.99 76% |
0.10 59% |
-0.24 46% |
1.84 69% |
-0.58 53% |
-0.68 56% |
0.55 61% |
0.88 58% |
3.12 75% |
Best Year |
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 |
16.4 2020 |
10.2 1999 |
Worst Year |
-13.8 2009 |
-10.4 2009 |
-16.7 2020 |
-6.2 2022 |
-12.0 2012 |
-9.9 2022 |
-11.1 2002 |
-12.5 1998 |
-13.1 2002 |
-21.8 2008 |
-7.8 2010 |
-4.8 2018 |
Monthly/Yearly Returns
European Stocks Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-20.89 | -23.97 | -3.6 | -5.3 | 0.2 | -6.2 | 2.4 | -9.9 | ||||||
2021 |
+16.88 | +9.14 | -0.9 | 2.6 | 3.3 | 4.8 | 4.5 | -1.4 | 1.9 | 1.8 | -5.4 | 5.0 | -4.9 | 5.2 |
2020 |
+6.11 | +4.77 | -3.1 | -8.0 | -16.7 | 6.4 | 5.8 | 3.9 | 3.7 | 4.3 | -3.1 | -5.4 | 16.4 | 5.7 |
2019 |
+24.86 | +22.09 | 6.7 | 3.2 | 0.8 | 3.9 | -5.7 | 6.4 | -2.6 | -1.6 | 2.6 | 3.8 | 1.3 | 4.5 |
2018 |
-14.91 | -16.51 | 5.6 | -6.1 | -0.4 | 2.1 | -2.4 | -1.3 | 3.4 | -2.8 | 0.1 | -7.9 | -0.7 | -4.8 |
2017 |
+26.99 | +24.34 | 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 | -2.37 | -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 | -2.57 | 0.5 | 6.1 | -2.4 | 4.2 | 0.3 | -3.3 | 2.7 | -7.0 | -4.1 | 5.9 | -1.2 | -2.6 |
2014 |
-7.10 | -7.70 | -4.6 | 7.3 | -0.6 | 2.6 | 0.8 | -0.1 | -4.3 | 0.7 | -4.0 | -1.9 | 2.1 | -4.7 |
2013 |
+24.38 | +22.52 | 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 | +19.47 | 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 | -14.27 | 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 | +4.55 | -6.3 | -0.6 | 6.5 | -3.8 | -11.7 | -1.6 | 14.2 | -4.6 | 11.3 | 4.9 | -7.8 | 9.1 |
2009 |
+31.33 | +27.73 | -13.8 | -10.4 | 7.7 | 13.2 | 14.3 | -2.4 | 11.3 | 5.5 | 4.8 | -2.6 | 4.5 | -0.2 |
2008 |
-44.71 | -44.70 | -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 | +8.77 | 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 | +29.78 | 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 | +5.73 | -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 | +16.95 | 1.1 | 2.9 | -3.1 | -0.8 | 1.5 | 1.6 | -2.7 | 0.0 | 4.0 | 3.6 | 7.3 | 4.2 |
2003 |
+38.70 | +35.93 | -4.7 | -3.3 | -1.5 | 13.5 | 6.6 | 1.0 | 2.0 | -0.2 | 2.0 | 6.6 | 4.3 | 8.2 |
2002 |
-17.95 | -19.93 | -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 | -21.56 | 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 | -11.26 | -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 | +13.62 | -0.8 | -2.7 | 1.3 | 3.1 | -4.9 | 2.3 | 0.8 | 1.1 | -0.8 | 3.6 | 3.0 | 10.2 |
1998 |
+28.86 | +26.82 | 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 | +22.16 | 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 | +17.29 | 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 | +19.26 | -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 | -0.70 | 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 | +25.60 | 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 | -6.10 | 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 | +9.15 | 2.8 | 7.7 | -6.8 | 1.0 | 1.5 | -8.0 | 7.2 | 1.8 | 3.2 | -2.1 | -2.6 | 7.6 |
1990 |
-3.87 | -9.53 | -0.1 | -2.5 | 1.7 | -2.9 | 7.2 | 4.1 | 5.0 | -9.9 | -11.4 | 7.9 | 0.4 | -1.4 |
1989 |
+28.18 | +22.49 | 4.4 | -0.9 | 0.6 | 3.0 | -4.5 | 2.4 | 11.7 | -1.0 | 2.4 | -6.9 | 5.6 | 9.8 |
1988 |
+13.69 | +8.89 | -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 | +2.61 | 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 | +39.30 | 1.4 | 11.1 | 8.8 | 9.3 | -8.8 | 4.2 | -0.6 | 10.1 | -6.7 | 0.7 | 4.6 | 3.0 |
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
Portfolio efficiency
Is the European Stocks Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The European Stocks Portfolio is classified as Very High Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
Very High Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+4.93%
(+2.44%) |
Poor : 1 / 5
|
Bad : 1.5 / 5
|
Standard Deviation over 25 Years |
18.47% |
Bad : 1.8 / 5
|
Bad : 1.4 / 5
|
Maximum Drawdown over 25 Years |
-59.77% |
Bad : 1.1 / 5
|
Poor : 1 / 5
|
Easy to manage | 1 ETF |
Excellent : 5 / 5
|
Excellent : 5 / 5
|
Rating assigned considering all the Very High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Very High Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Technology |
+0.43 | +13.42 | -81.08 | 100 | 0 | 0 | ||
US Stocks |
-0.35 | +9.81 | -50.84 | 100 | 0 | 0 | ||
Warren Buffett Portfolio Warren Buffett |
-0.23 | +9.38 | -45.52 | 90 | 10 | 0 | ||
Aggressive Global Income |
-1.25 | +9.37 | -52.63 | 80 | 20 | 0 | ||
Stocks/Bonds 80/20 |
-0.06 | +9.06 | -41.09 | 80 | 20 | 0 |
Last update: Jul 05 2022, 01:00PM Eastern Time.