Last Update: 30 September 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 5.78% compound annual return, with a 8.22% 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
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: 30 September 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
FundAdvice Ultimate Buy&Hold Portfolio -1.47 +3.43 +13.15 +1.25 +2.30 +5.54 +5.78
Components
DLS - WisdomTree International SmallCp Div -0.35 +8.24 +26.75 -2.64 -3.69 +4.96 +5.92
IJR - iShares Core S&P Small-Cap -4.65 +3.28 +26.13 -8.20 -0.34 +7.22 +10.56
IJS - iShares S&P Small-Cap 600 Value -5.18 +2.19 +23.62 -16.76 -4.57 +4.83 +8.70
EEM - iShares MSCI Emerging Markets -1.01 +10.25 +29.94 +10.81 +1.84 +8.47 +1.94
VTV - Vanguard Value -2.22 +5.67 +19.09 -3.46 +4.35 +9.25 +10.79
VEA - Vanguard FTSE Developed Markets -1.79 +6.01 +23.96 +2.08 +0.92 +5.79 +4.99
EFV - iShares MSCI EAFE Value -3.93 +0.95 +14.47 -12.15 -6.05 +0.90 +1.94
VNQ - Vanguard Real Estate -2.68 +1.31 +15.01 -12.28 +2.33 +5.19 +8.48
VV - Vanguard Large-Cap -3.70 +9.84 +33.21 +16.94 +12.82 +14.40 +13.84
IEI - iShares 3-7 Year Treasury Bond +0.08 +0.19 +0.75 +6.89 +4.51 +3.06 +2.68
SHY - iShares 1-3 Year Treasury Bond 0.00 +0.07 +0.29 +3.45 +2.50 +1.67 +1.15
TIP - iShares TIPS Bond -0.38 +2.85 +7.70 +9.73 +5.66 +4.47 +3.42
(*) 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: 30 September 2020
Swipe left to see all data
Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.47%
-1.47%
Sep 2020 - Sep 2020
0 - 1
3M
+3.43%
-1.47%
Sep 2020 - Sep 2020
2 - 1
6M
+13.15%
-1.47%
Sep 2020 - Sep 2020
5 - 1
YTD
-3.90%
-15.07%
Jan 2020 - Mar 2020
5 - 4
1Y
+1.25%
13.35%
-15.07%
Jan 2020 - Mar 2020
8 - 4
3Y
+2.30%
annualized
10.05%
-15.07%
Jan 2020 - Mar 2020
24 - 12
5Y
+5.54%
annualized
8.60%
-15.07%
Jan 2020 - Mar 2020
42 - 18
10Y
+5.78%
annualized
8.22%
-15.07%
Jan 2020 - Mar 2020
80 - 40
MAX
01 Jan 2001
+6.77%
annualized
9.42%
-34.23%
Nov 2007 - Feb 2009
156 - 81

* 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
+7.55% +39.16%
Mar 2009 - Feb 2010
-29.49%
Mar 2008 - Feb 2009
19.47%
2 Years
+7.53% +27.26%
Mar 2009 - Feb 2011
-15.21%
Mar 2007 - Feb 2009
11.68%
3 Years
+7.67% +21.10%
Apr 2003 - Mar 2006
-6.63%
Mar 2006 - Feb 2009
5.94%
5 Years
+7.29% +16.61%
Nov 2002 - Oct 2007
+0.71%
Mar 2004 - Feb 2009
0.00%
7 Years
+6.95% +10.84%
Apr 2003 - Mar 2010
+3.38%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.08% +10.02%
Apr 2003 - Mar 2013
+4.78%
Apr 2010 - Mar 2020
0.00%
15 Years
+7.26% +8.93%
Feb 2003 - Jan 2018
+5.25%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

FundAdvice Ultimate Buy&Hold Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.4 0.1 0.6 1.8 0.2 0.1 0.9 0.3 0.1 0.6 0.8 1.2
Best 5.6
2019
3.0
2014
5.9
2009
8.0
2009
5.6
2003
3.6
2019
6.0
2009
3.5
2009
5.7
2010
6.3
2011
4.1
2004
4.7
2008
Worst -7.7
2009
-7.1
2009
-9.9
2020
-4.1
2004
-5.4
2010
-5.3
2008
-4.6
2002
-3.8
2015
-5.9
2011
-12.0
2008
-3.6
2008
-4.2
2018
Gain
Frequency
55 60 75 85 65 50 60 65 60 68 74 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
-3.90% -1.4 -4.4 -9.9 5.2 2.4 1.6 2.3 2.6 -1.5
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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