The Stocks/Bonds 40/60 2x Leveraged Portfolio is a Medium Risk portfolio and can be implemented with 2 ETFs.
It's exposed for 40% on the Stock Market.
In the last 10 Years, the Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 10.00% compound annual return, with a 11.52% standard deviation.
Asset Allocation and ETFs
The Stocks/Bonds 40/60 2x Leveraged Portfolio has the following asset allocation:
The Stocks/Bonds 40/60 2x Leveraged Portfolio can be implemented 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 |
Portfolio and ETF Returns
The Stocks/Bonds 40/60 2x Leveraged Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
||||||
---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | |
Stocks/Bonds 40/60 2x Leveraged Portfolio | 0.35 | 2.49 | -7.51 | -27.71 | -20.11 | 7.14 | 10.00 | |
US Inflation Adjusted return | -7.51 | -30.53 | -25.73 | 3.41 | 7.36 | |||
Components | ||||||||
SSO ProShares Ultra S&P 500 |
-0.68 |
03:00PM Jul 05 2022 |
1.40 | -16.73 | -38.61 | -24.68 | 15.42 | 21.28 |
UST ProShares Ultra 7-10 Year Treasury |
1.04 |
02:26PM Jul 05 2022 |
3.21 | -1.93 | -20.45 | -21.16 | -0.63 | 0.66 |
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%
Portfolio Dividends
In 2021, the Stocks/Bonds 40/60 2x Leveraged 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 as of Jun 30, 2022
Historical returns and stats of Stocks/Bonds 40/60 2x Leveraged 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
|
-7.51
|
-7.51
|
-7.51
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-18.13
|
-19.18
|
-18.13
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-27.71
|
-30.53
|
-27.71
Jan 2022 - Jun 2022
|
1 - 5
|
|
YTD
|
-27.71
|
-30.53
|
-27.71
Jan 2022 - Jun 2022
|
1 - 5
|
|
1Y
|
-20.11
|
-25.73
|
18.44
|
-27.71
Jan 2022 - Jun 2022
|
6 - 6
50% pos
|
3Y(*)
|
4.32
|
-0.18
|
14.87
|
-27.71
Jan 2022 - Jun 2022
|
24 - 12
67% pos
|
5Y(*)
|
7.14
|
3.41
|
13.64
|
-27.71
Jan 2022 - Jun 2022
|
40 - 20
67% pos
|
10Y(*)
|
10.00
|
7.36
|
11.52
|
-27.71
Jan 2022 - Jun 2022
|
78 - 42
65% pos
|
MAX(*)
01 Mar 2010
|
11.97
|
9.34
|
11.05
|
-27.71
Jan 2022 - Jun 2022
|
99 - 49
67% pos
|
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
The Inflation Adjusted Capital now would be 2033.80$, with a net total return of 103.38% (7.36% annualized).
The Inflation Adjusted Capital now would be 3007.72$, with a net total return of 200.77% (9.34% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-27.71% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-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 |
-1.51% | 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 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-27.71% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-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 |
-4.27% | May 2010 | Jun 2010 | 2 | Jul 2010 | 1 | 3 |
-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 |
-1.97% | Jun 2011 | Jun 2011 | 1 | Aug 2011 | 2 | 3 |
-1.86% | May 2012 | May 2012 | 1 | Jun 2012 | 1 | 2 |
-1.78% | Sep 2011 | Sep 2011 | 1 | Oct 2011 | 1 | 2 |
-1.51% | Jul 2014 | Jul 2014 | 1 | Aug 2014 | 1 | 2 |
-1.44% | Nov 2010 | Nov 2010 | 1 | Dec 2010 | 1 | 2 |
-0.26% | Dec 2014 | Dec 2014 | 1 | Jan 2015 | 1 | 2 |
Rolling Returns ( more details)
Stocks/Bonds 40/60 2x Leveraged Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
14.44 |
33.39 Jan 2019 - Dec 2019 |
-20.11 Jul 2021 - Jun 2022 |
6.57% |
2 Years |
14.22 |
26.47 Jan 2019 - Dec 2020 |
-1.34 Jul 2020 - Jun 2022 |
0.80% |
3 Years |
13.81 |
24.09 Jan 2019 - Dec 2021 |
4.32 Jul 2019 - Jun 2022 |
0.00% |
5 Years |
12.93 |
19.83 Mar 2010 - Feb 2015 |
7.14 Jul 2017 - Jun 2022 |
0.00% |
7 Years |
12.78 |
15.82 Jul 2010 - Jun 2017 |
7.84 Jul 2015 - Jun 2022 |
0.00% |
10 Years |
13.91 |
15.14 Sep 2010 - Aug 2020 |
10.00 Jul 2012 - Jun 2022 |
0.00% |
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: 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 % |
1.45 75% |
0.67 67% |
0.71 54% |
1.34 69% |
0.48 69% |
0.09 54% |
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 |
-6.6 2022 |
-4.6 2018 |
-5.1 2020 |
-11.9 2022 |
-3.8 2010 |
-7.5 2022 |
-1.5 2014 |
-5.0 2015 |
-6.2 2021 |
-6.9 2018 |
-2.3 2016 |
-4.5 2018 |
Monthly/Yearly Returns
Stocks/Bonds 40/60 2x Leveraged 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 |
-27.71 | -30.53 | -6.6 | -3.0 | -2.6 | -11.9 | 0.5 | -7.5 | ||||||
2021 |
+19.46 | +11.54 | -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 | +18.40 | 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 | +17.17 | 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 |
Portfolio efficiency
Is the Stocks/Bonds 40/60 2x Leveraged Portfolio actually efficient, compared to other Lazy Portfolios?
Similar portfolios
These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.
5 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Stocks/Bonds 40/60 with Bitcoin |
+1.02 | +9.75 | -15.61 | 39 | 59 | 2 | ||
Stocks/Bonds 40/60 2x Leveraged |
+2.49 | +7.14 | -27.71 | 40 | 60 | 0 | ||
Stocks/Bonds 40/60 |
+0.96 | +4.99 | -14.74 | 40 | 60 | 0 | ||
Stocks/Bonds 40/60 ESG |
+1.21 | +4.12 | -15.70 | 40 | 60 | 0 | ||
Stocks/Bonds 40/60 Momentum |
+0.30 | +4.08 | -18.59 | 40 | 60 | 0 |
Last update: Jul 05 2022, 03:00PM Eastern Time.
Best Classic Portfolios, with Medium Risk
10 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Couch Potato Scott Burns |
+1.08 | +7.28 | -15.18 | 50 | 50 | 0 | ||
Stocks/Bonds 40/60 |
+0.96 | +6.06 | -14.74 | 40 | 60 | 0 | ||
Robo Advisor 50 Betterment |
+0.01 | +5.43 | -14.95 | 49.9 | 50.1 | 0 | ||
Edge Select Moderately Conservative Merrill Lynch |
+0.59 | +5.16 | -13.99 | 37 | 63 | 0 | ||
Lifepath Fund iShares |
+0.54 | +5.13 | -14.06 | 40.4 | 59.6 | 0 |
Last update: Jul 05 2022, 03:00PM Eastern Time.