Last Update: 31 May 2020

The FundAdvice Ultimate Buy&Hold Portfolio is exposed for 60% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 12 ETFs.

In the last 10 years, the portfolio obtained a 5.97% compound annual return, with a 8.51% standard deviation.

In 2019, the portfolio granted a 2.84% dividend yield. If you are interested in getting periodic income, please refer to the FundAdvice Ultimate Buy&Hold Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The FundAdvice Ultimate Buy&Hold Portfolio has the following asset allocation:

60% Stocks
40% Fixed Income
0% Commodities

The FundAdvice Ultimate Buy&Hold Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
12.00 % DLS WisdomTree International SmallCp Div Equity, Developed Markets, Small Cap, Value
6.00 % IJR iShares Core S&P Small-Cap Equity, U.S., Small Cap
6.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
6.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
6.00 % VTV Vanguard Value Equity, U.S., Large Cap, Value
6.00 % VEA Vanguard FTSE Developed Markets Equity, EAFE, Large Cap
6.00 % EFV iShares MSCI EAFE Value Equity, EAFE, Large Cap, Value
6.00 % VNQ Vanguard Real Estate Real Estate, U.S.
6.00 % VV Vanguard Large-Cap Equity, U.S., Large Cap
20.00 % IEI iShares 3-7 Year Treasury Bond Bond, U.S., Intermediate-Term
12.00 % SHY iShares 1-3 Year Treasury Bond Bond, U.S., Short Term
8.00 % TIP iShares TIPS Bond Bond, U.S., All-Term

Portfolio and ETF Returns

The FundAdvice Ultimate Buy&Hold Portfolio guaranteed the following returns.

FUNDADVICE ULTIMATE BUY&HOLD PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
FundAdvice Ultimate Buy&Hold Portfolio +2.35 -3.00 -6.44 +0.37 +2.09 +3.12 +5.97
Components
DLS - WisdomTree International SmallCp Div +6.10 -8.97 -17.66 -10.13 -4.20 +0.68 +6.50
IJR - iShares Core S&P Small-Cap +4.40 -8.71 -18.37 -8.09 +0.36 +3.95 +10.00
IJS - iShares S&P Small-Cap 600 Value +2.55 -13.30 -24.94 -14.11 -3.46 +1.41 +8.08
EEM - iShares MSCI Emerging Markets +2.97 -6.89 -9.43 -4.64 -0.61 +0.51 +2.00
VTV - Vanguard Value +2.88 -3.08 -12.43 +0.08 +4.80 +6.16 +10.74
VEA - Vanguard FTSE Developed Markets +5.58 -4.13 -11.05 -2.35 -0.18 +1.15 +5.57
EFV - iShares MSCI EAFE Value +4.57 -10.86 -19.00 -12.60 -5.43 -3.01 +2.89
VNQ - Vanguard Real Estate +1.73 -10.67 -15.29 -7.67 +2.11 +3.86 +8.83
VV - Vanguard Large-Cap +5.16 +3.87 -1.58 +13.37 +10.42 +9.84 +13.16
IEI - iShares 3-7 Year Treasury Bond +0.32 +2.94 +6.65 +8.94 +4.41 +3.25 +3.15
SHY - iShares 1-3 Year Treasury Bond -0.08 +1.44 +3.08 +4.44 +2.52 +1.72 +1.24
TIP - iShares TIPS Bond +0.65 +1.88 +5.38 +8.06 +4.31 +3.27 +3.41
(*) 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 FundAdvice Ultimate Buy&Hold Portfolio: Dividend Yield page.

Historical Returns

FundAdvice Ultimate Buy&Hold Portfolio - Historical returns and stats.

FUNDADVICE ULTIMATE BUY&HOLD PORTFOLIO
Last Update: 31 May 2020
Swipe left to see all data
Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.35%
0.00%
1 - 0
3M
-3.00%
-9.91%
Mar 2020 - Mar 2020
2 - 1
6M
-6.44%
-15.07%
Jan 2020 - Mar 2020
3 - 3
YTD
-8.56%
-15.07%
Jan 2020 - Mar 2020
2 - 3
1Y
+0.37%
13.38%
-15.07%
Jan 2020 - Mar 2020
7 - 5
3Y
+2.09%
annualized
9.89%
-15.07%
Jan 2020 - Mar 2020
25 - 11
5Y
+3.12%
annualized
8.73%
-15.07%
Jan 2020 - Mar 2020
40 - 20
10Y
+5.97%
annualized
8.51%
-15.07%
Jan 2020 - Mar 2020
79 - 41
MAX
01 Jan 2001
+6.61%
annualized
9.46%
-34.23%
Nov 2007 - Feb 2009
153 - 80

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+10.68% 2 75 25 0 Compare
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+9.37% 2 60 40 0 Compare
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+8.78% 6 70 30 0 Compare
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+8.72% 3 66.67 33.33 0 Compare
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+8.50% 12 69 31 0 Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

FundAdvice Ultimate Buy&Hold Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.66% +39.16%
Mar 2009 - Feb 2010
-29.49%
Mar 2008 - Feb 2009
19.37%
2 Years
+7.65% +27.26%
Mar 2009 - Feb 2011
-15.21%
Mar 2007 - Feb 2009
11.90%
3 Years
+7.77% +21.10%
Apr 2003 - Mar 2006
-6.63%
Mar 2006 - Feb 2009
6.06%
5 Years
+7.35% +16.61%
Nov 2002 - Oct 2007
+0.71%
Mar 2004 - Feb 2009
0.00%
7 Years
+7.00% +10.84%
Apr 2003 - Mar 2010
+3.38%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.11% +10.02%
Apr 2003 - Mar 2013
+4.78%
Apr 2010 - Mar 2020
0.00%
15 Years
+7.37% +8.93%
Feb 2003 - Jan 2018
+5.25%
Apr 2005 - 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
-8.56% -1.4 -4.4 -9.9 5.2 2.4
2019
+16.24% 5.6 1.3 0.5 1.8 -3.3 3.6 -0.4 -0.9 1.9 1.9 1.1 2.3
2018
-6.85% 1.9 -3.1 0.2 0.1 0.7 -0.3 1.5 0.5 -0.6 -4.8 1.4 -4.2
2017
+13.54% 1.5 1.4 0.7 1.2 0.8 0.8 1.8 0.1 1.7 0.8 1.0 1.0
2016
+8.37% -2.6 -0.2 5.2 0.6 0.2 0.5 2.9 0.0 0.8 -1.7 0.9 1.6
2015
-0.60% 0.3 2.6 -0.1 1.1 0.0 -1.5 0.3 -3.8 -1.5 3.7 0.0 -1.3
2014
+3.11% -1.5 3.0 0.4 0.4 1.3 1.1 -1.3 1.6 -3.3 2.0 0.2 -0.6
2013
+13.47% 2.5 0.3 1.5 2.1 -1.3 -1.9 3.2 -1.8 4.3 2.6 0.7 0.8
2012
+12.20% 4.3 1.9 0.9 -0.4 -4.9 2.9 0.4 1.7 1.7 -0.2 1.0 2.6
2011
-0.58% 0.9 1.9 0.2 3.0 -0.8 -1.0 -0.5 -3.8 -5.9 6.3 -0.7 0.1
2010
+12.72% -1.8 1.4 4.1 1.7 -5.4 -1.8 5.3 -2.0 5.7 2.7 -1.5 4.4
2009
+19.90% -7.7 -7.1 5.9 8.0 5.3 -0.5 6.0 3.5 3.7 -2.1 3.5 1.3
2008
-20.06% -2.3 -0.4 0.6 2.0 0.7 -5.3 -0.5 0.2 -5.0 -12.0 -3.6 4.7
2007
+6.31% 1.3 0.1 1.4 2.2 1.5 -1.1 -1.4 0.8 2.6 2.9 -2.6 -1.5
2006
+16.25% 4.2 -0.1 1.9 1.5 -2.8 0.2 0.7 2.0 0.9 3.1 2.6 1.1
2005
+9.65% -0.9 2.2 -1.6 -0.6 1.6 1.7 2.4 1.0 1.3 -2.1 2.3 2.1
2004
+16.13% 2.2 2.0 1.4 -4.1 0.9 2.3 -1.7 1.7 1.8 2.0 4.1 2.9
2003
+28.61% -1.4 -0.3 -0.5 5.2 5.6 2.0 1.4 2.5 1.9 4.0 1.4 4.0
2002
-0.14% -0.3 1.0 2.8 1.5 1.0 -1.8 -4.6 1.1 -3.7 0.9 2.3 -0.1
2001
+0.49% 2.9 -2.3 -2.8 3.8 0.6 -0.2 -0.4 -0.1 -5.6 2.1 1.9 1.0

* Note:
Portofolio Returns, up to December 2007, 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:

DLS - WisdomTree International SmallCp Div: simulated historical serie, up to December 2006

EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003

VTV - Vanguard Value: simulated historical serie, up to December 2004

VEA - Vanguard FTSE Developed Markets: simulated historical serie, up to December 2007

EFV - iShares MSCI EAFE Value: simulated historical serie, up to December 2005

VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004

VV - Vanguard Large-Cap: simulated historical serie, up to December 2004

IEI - iShares 3-7 Year Treasury Bond: simulated historical serie, up to December 2007

SHY - iShares 1-3 Year Treasury Bond: simulated historical serie, up to December 2002

TIP - iShares TIPS Bond: simulated historical serie, up to December 2003

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