Last Update: 31 July 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 6.03% compound annual return, with a 8.37% 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 % 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 % IJR iShares Core S&P Small-Cap Equity, U.S., Small 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
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 FundAdvice Ultimate Buy&Hold Portfolio guaranteed the following returns.

FUNDADVICE ULTIMATE BUY&HOLD PORTFOLIO RETURNS (%)
Last Update: 31 July 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
FundAdvice Ultimate Buy&Hold Portfolio +2.28 +6.36 -3.59 +1.05 +2.53 +4.17 +6.03
Components
DLS - WisdomTree International SmallCp Div +2.03 +10.21 -14.82 -7.29 -4.58 +2.01 +6.06
IJS - iShares S&P Small-Cap 600 Value +2.58 +8.95 -17.23 -16.33 -2.69 +3.13 +8.97
EEM - iShares MSCI Emerging Markets +8.25 +18.84 +3.40 +6.45 +1.99 +5.42 +2.55
IJR - iShares Core S&P Small-Cap +4.28 +12.80 -10.80 -8.58 +1.66 +5.53 +10.97
VTV - Vanguard Value +3.74 +5.64 -10.15 -4.86 +4.57 +6.99 +10.91
VEA - Vanguard FTSE Developed Markets +2.63 +12.14 -5.96 +0.02 +0.67 +2.68 +5.24
EFV - iShares MSCI EAFE Value -0.20 +7.85 -15.52 -11.98 -5.65 -2.04 +2.30
VNQ - Vanguard Real Estate +3.64 +7.98 -11.85 -5.11 +2.98 +4.94 +9.06
VV - Vanguard Large-Cap +5.98 +13.77 +3.23 +12.93 +12.35 +11.56 +13.90
IEI - iShares 3-7 Year Treasury Bond +0.38 +0.82 +5.42 +8.71 +4.57 +3.31 +2.90
SHY - iShares 1-3 Year Treasury Bond +0.09 +0.04 +2.45 +4.14 +2.52 +1.73 +1.19
TIP - iShares TIPS Bond +2.33 +4.01 +6.24 +10.48 +5.59 +4.05 +3.65
(*) 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 July 2020
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Period Returns
Jul 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.28%
0.00%
1 - 0
3M
+6.36%
0.00%
3 - 0
6M
-3.59%
-13.84%
Feb 2020 - Mar 2020
4 - 2
YTD
-4.97%
-15.07%
Jan 2020 - Mar 2020
4 - 3
1Y
+1.05%
13.17%
-15.07%
Jan 2020 - Mar 2020
8 - 4
3Y
+2.53%
annualized
9.94%
-15.07%
Jan 2020 - Mar 2020
25 - 11
5Y
+4.17%
annualized
8.75%
-15.07%
Jan 2020 - Mar 2020
41 - 19
10Y
+6.03%
annualized
8.37%
-15.07%
Jan 2020 - Mar 2020
80 - 40
MAX
01 Jan 2001
+6.76%
annualized
9.43%
-34.23%
Nov 2007 - Feb 2009
155 - 80

* Annualized St.Dev. of monthly returns

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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
+7.59% +39.16%
Mar 2009 - Feb 2010
-29.49%
Mar 2008 - Feb 2009
19.64%
2 Years
+7.58% +27.26%
Mar 2009 - Feb 2011
-15.21%
Mar 2007 - Feb 2009
11.79%
3 Years
+7.71% +21.10%
Apr 2003 - Mar 2006
-6.63%
Mar 2006 - Feb 2009
6.00%
5 Years
+7.31% +16.61%
Nov 2002 - Oct 2007
+0.71%
Mar 2004 - Feb 2009
0.00%
7 Years
+6.97% +10.84%
Apr 2003 - Mar 2010
+3.38%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.10% +10.02%
Apr 2003 - Mar 2013
+4.78%
Apr 2010 - Mar 2020
0.00%
15 Years
+7.31% +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

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-4.97% -1.4 -4.4 -9.9 5.2 2.4 1.6 2.3
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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