Data Source: from March 2010 to December 2021

Last Update: 31 December 2021

The Stocks/Bonds 40/60 2x Leveraged Portfolio is exposed for 40% on the Stock Market.

It's a Medium Risk portfolio and it can be replicated with 2 ETFs.

In the last 10 years, the portfolio obtained a 14.81% compound annual return, with a 10.13% standard deviation.

Asset Allocation and ETFs

The Stocks/Bonds 40/60 2x Leveraged Portfolio has the following asset allocation:

40% Stocks
60% Fixed Income
0% Commodities

The Stocks/Bonds 40/60 2x Leveraged Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
40.00 % SSO ProShares Ultra S&P 500 2x, Equity, U.S., Large Cap
60.00 % UST ProShares Ultra 7-10 Year Treasury 2x, Bond, U.S., Intermediate-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 Stocks/Bonds 40/60 2x Leveraged Portfolio guaranteed the following returns.

STOCKS/BONDS 40/60 2X LEVERAGED PORTFOLIO RETURNS (%)
Last Update: 31 December 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Stocks/Bonds 40/60 2x Leveraged Portfolio +3.59 +10.52 +10.52 +19.46 +24.09 +16.41 +14.81
--- Inflation Adjusted return +3.11 +8.13 +6.89 +11.51 +19.86 +13.11 +12.43
Components
SSO
ProShares Ultra S&P 500
+8.76 +22.16 +22.69 +60.45 +47.17 +31.47 +29.46
UST
ProShares Ultra 7-10 Year Treasury
-1.83 -0.48 -0.89 -7.87 +7.46 +4.84 +3.60
(*) 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

Inflation is updated to Dec 2021. Current inflation (annualized) is 1Y: 7.12% , 3Y: 3.53% , 5Y: 2.92% , 10Y: 2.12%

In 2021, the portfolio granted a 0.18% dividend yield. If you are interested in getting periodic income, please refer to the Stocks/Bonds 40/60 2x Leveraged Portfolio: Dividend Yield page.

Historical Returns

Historical returns and stats of Stocks/Bonds 40/60 2x Leveraged Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

STOCKS/BONDS 40/60 2X LEVERAGED PORTFOLIO
Last Update: 31 December 2021
Swipe left to see all data
Period Return
Dec 2021
update
Return
Inflation
Adjusted
Standard
Deviation(*)
Max
Drawdown
Months
Pos - Neg
1M
Dec 2021
+3.59%
+3.11%
0.00%
1 - 0
3M
+10.52%
+8.13%
0.00%
3 - 0
6M
+10.52%
+6.89%
-6.16%
Sep 2021 - Sep 2021
5 - 1
YTD
+19.46%
+11.51%
11.93%
-6.16%
Sep 2021 - Sep 2021
9 - 3
75% pos
1Y
+19.46%
+11.51%
11.93%
-6.16%
Sep 2021 - Sep 2021
9 - 3
75% pos
3Y
+24.09%
annualized
+19.86%
annualized
11.89%
-7.29%
Feb 2020 - Mar 2020
28 - 8
78% pos
5Y
+16.41%
annualized
+13.11%
annualized
11.12%
-9.59%
Sep 2018 - Dec 2018
44 - 16
73% pos
10Y
+14.81%
annualized
+12.43%
annualized
10.13%
-9.59%
Sep 2018 - Dec 2018
82 - 38
68% pos
MAX
01 Mar 2010
+15.64%
annualized
+13.18%
annualized
9.94%
-9.59%
Sep 2018 - Dec 2018
98 - 44
69% pos
(*)Annualized St.Dev. of monthly returns

Portfolio efficiency

Is the Stocks/Bonds 40/60 2x Leveraged Portfolio actually efficient, compared to other Lazy Portfolios?

Similar portfolios, ordered by 5 Years annualized return.

These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns, you can get an idea of the risk you are facing implementing one of them.

5 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Stocks/Bonds 40/60 2x Leveraged
+16.41% -9.59% 40 60 0
Stocks/Bonds 40/60 with Bitcoin
+15.34% -8.64% 39 59 2 Compare
Stocks/Bonds 40/60
+9.44% -8.09% 40 60 0 Compare
Stocks/Bonds 40/60 Momentum
+9.41% -7.68% 40 60 0 Compare
Stocks/Bonds 40/60 ESG
+8.35% -6.32% 40 60 0 Compare

Best Classic Portfolios, with Medium Risk, ordered by 10 Years annualized return.

10 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Couch Potato
Scott Burns
+9.77% -10.72% 50 50 0 Compare
Stocks/Bonds 40/60
+8.30% -8.09% 40 60 0 Compare
Robo Advisor 50
Betterment
+7.69% -13.31% 49.9 50.1 0 Compare
Edge Select Moderately Conservative
Merrill Lynch
+7.24% -7.78% 37 63 0 Compare
Lifepath Fund
iShares
+7.20% -8.34% 40.42 59.58 0 Compare

See all portfolios

Capital Growth

Time Range:

An investment of 1000$, since January 2012, now would be worth 3978.95$, with a total return of 297.90% (14.81% annualized).

The Inflation Adjusted Capital now would be 3226.75$, with a net total return of 222.67% (12.43% annualized).

Drawdowns

Time Range:

Worst drawdowns since January 2012 - Chart and Data

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-9.59% Sep 2018 Dec 2018 4 Mar 2019 3 7
-7.29% Feb 2020 Mar 2020 2 May 2020 2 4
-7.11% Feb 2018 Apr 2018 3 Aug 2018 4 7
-6.54% Aug 2016 Nov 2016 4 Feb 2017 3 7
-6.16% Sep 2021 Sep 2021 1 Nov 2021 2 3
-6.13% Sep 2020 Oct 2020 2 Nov 2020 1 3
-5.62% Mar 2015 Sep 2015 7 Mar 2016 6 13
-5.58% May 2013 Aug 2013 4 Oct 2013 2 6
-2.97% Jan 2021 Feb 2021 2 Apr 2021 2 4
-2.86% May 2019 May 2019 1 Jun 2019 1 2
-2.54% Sep 2014 Sep 2014 1 Oct 2014 1 2
-2.46% Oct 2012 Oct 2012 1 Jan 2013 3 4
-1.86% May 2012 May 2012 1 Jun 2012 1 2
-1.51% Jul 2014 Jul 2014 1 Aug 2014 1 2
-0.26% Dec 2014 Dec 2014 1 Jan 2015 1 2
-0.19% Jun 2017 Jun 2017 1 Jul 2017 1 2
-0.16% Apr 2016 Apr 2016 1 May 2016 1 2
-0.08% Sep 2017 Sep 2017 1 Oct 2017 1 2
-0.05% Mar 2014 Mar 2014 1 Apr 2014 1 2

Rolling Returns ( more details)

Stocks/Bonds 40/60 2x Leveraged Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+15.16% +33.39%
Jan 2019 - Dec 2019
-6.50%
Jan 2018 - Dec 2018
4.58%
2 Years
+14.54% +26.47%
Jan 2019 - Dec 2020
+3.75%
Dec 2014 - Nov 2016
0.00%
3 Years
+13.92% +24.09%
Jan 2019 - Dec 2021
+6.28%
May 2015 - Apr 2018
0.00%
5 Years
+13.09% +19.83%
Mar 2010 - Feb 2015
+8.19%
Jan 2014 - Dec 2018
0.00%
7 Years
+13.11% +15.82%
Jul 2010 - Jun 2017
+11.05%
Jan 2012 - Dec 2018
0.00%
10 Years
+14.46% +15.14%
Sep 2010 - Aug 2020
+13.45%
Nov 2010 - Oct 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Stocks/Bonds 40/60 2x Leveraged Portfolio: Rolling Returns page.

Seasonality

Stocks/Bonds 40/60 2x Leveraged Portfolio Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
2.18
82%
1.00
73%
0.99
58%
2.44
75%
0.48
67%
0.72
58%
2.90
92%
0.96
75%
-0.10
42%
1.25
67%
1.58
75%
0.75
67%
Best
Year
6.9
2019
3.9
2017
4.8
2016
6.6
2020
3.8
2014
7.2
2019
6.4
2010
5.4
2014
6.2
2010
6.5
2021
8.0
2020
3.6
2021
Worst
Year
-2.3
2021
-4.6
2018
-5.1
2020
-1.7
2018
-3.8
2010
-4.2
2013
-1.5
2014
-5.0
2015
-6.2
2021
-6.9
2018
-2.3
2016
-4.5
2018
Statistics calculated for the period Mar 2010 - Dec 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly/Yearly Returns

Stocks/Bonds 40/60 2x Leveraged Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
98 Positive Months (69%) - 44 Negative Months (31%)
Mar 2010 - Dec 2021
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+19.46 +11.51 -2.3 -0.7 1.1 6.0 0.8 3.1 4.5 2.0 -6.2 6.5 0.1 3.6
2020
+19.91 +18.37 3.8 -2.3 -5.1 6.6 2.9 0.8 4.9 3.4 -2.6 -3.7 8.0 2.5
2019
+33.39 +30.44 6.9 2.0 4.3 2.7 -2.9 7.2 1.1 2.4 0.1 1.8 2.3 1.7
2018
-6.50 -8.26 1.7 -4.6 -0.9 -1.7 2.8 0.6 2.1 3.7 -1.0 -6.9 2.8 -4.5
2017
+19.66 +17.20 1.5 3.9 0.1 2.0 1.9 -0.2 2.0 1.7 -0.1 1.9 2.2 1.3
2016
+8.94 +6.75 -0.2 1.6 4.8 -0.2 1.2 3.8 3.0 -1.2 0.0 -3.2 -2.3 1.6
2015
+0.67 +0.03 2.7 1.1 -0.5 0.0 0.4 -3.6 3.4 -5.0 -0.1 5.2 -0.3 -2.1
2014
+20.80 +20.02 0.7 3.7 -0.1 1.4 3.8 1.4 -1.5 5.4 -2.5 3.5 3.8 -0.3
2013
+20.66 +18.86 2.5 2.2 3.5 3.4 -1.3 -4.2 4.6 -4.5 5.0 5.3 2.2 0.9
2012
+16.43 +14.42 4.8 2.3 1.1 1.9 -1.9 2.3 2.6 1.8 1.8 -2.5 1.5 -0.2
2011
+17.29 +13.80 1.8 1.9 0.0 4.2 1.8 -2.0 1.7 1.1 -1.8 4.4 0.2 2.9
2010
- - 3.6 3.1 -3.8 -0.5 6.4 0.9 6.2 2.5 -1.4 1.5
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