Data Source: from January 1994 to September 2021

Last Update: 30 September 2021

The Stocks/Bonds 40/60 Momentum 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 8.05% compound annual return, with a 6.29% standard deviation.

In the last 25 years, a 7.09% compound annual return, with a 6.89% standard deviation.

In 2020, the portfolio granted a 1.58% dividend yield. If you are interested in getting periodic income, please refer to the Stocks/Bonds 40/60 Momentum Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Stocks/Bonds 40/60 Momentum Portfolio has the following asset allocation:

40% Stocks
60% Fixed Income
0% Commodities

The Stocks/Bonds 40/60 Momentum Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
40.00 % PDP Invesco DWA Momentum ETF Equity, U.S., Growth
60.00 % BND Vanguard Total Bond Market 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 Stocks/Bonds 40/60 Momentum Portfolio guaranteed the following returns.

STOCKS/BONDS 40/60 MOMENTUM PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Stocks/Bonds 40/60 Momentum Portfolio -2.72 -0.10 +3.17 +6.42 +9.35 +8.45 +8.05 +6.49 +7.09
Components
PDP
Invesco DWA Momentum ETF
-5.09 -0.18 +5.09 +17.02 +14.71 +16.42 +15.49 +8.76 +9.04
BND
Vanguard Total Bond Market
-1.01 -0.05 +1.88 -1.04 +5.36 +2.88 +2.88 +4.09 +4.86
(*) 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 Stocks/Bonds 40/60 Momentum Portfolio: Dividend Yield page.

Historical Returns

Stocks/Bonds 40/60 Momentum Portfolio - Historical returns and stats.

STOCKS/BONDS 40/60 MOMENTUM PORTFOLIO
Last Update: 30 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.72%
-2.72%
Sep 2021 - Sep 2021
0 - 1
3M
-0.10%
-2.72%
Sep 2021 - Sep 2021
2 - 1
6M
+3.17%
-2.72%
Sep 2021 - Sep 2021
4 - 2
YTD
-0.32%
-3.38%
Jan 2021 - Mar 2021
4 - 5
1Y
+6.42%
7.32%
-3.38%
Jan 2021 - Mar 2021
6 - 6
3Y
+9.35%
annualized
8.89%
-7.24%
Oct 2018 - Dec 2018
23 - 13
5Y
+8.45%
annualized
7.41%
-7.68%
Sep 2018 - Dec 2018
40 - 20
10Y
+8.05%
annualized
6.29%
-7.68%
Sep 2018 - Dec 2018
80 - 40
20Y
+6.49%
annualized
6.69%
-21.90%
Nov 2007 - Feb 2009
162 - 78
25Y
+7.09%
annualized
6.89%
-21.90%
Nov 2007 - Feb 2009
199 - 101
MAX
01 Jan 1994
+7.42%
annualized
6.79%
-21.90%
Nov 2007 - Feb 2009
224 - 109
* Annualized St.Dev. of monthly returns

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 with Bitcoin
+15.30% -8.75% 39 59 2 Compare
Stocks/Bonds 40/60
+8.56% -8.09% 40 60 0 Compare
Stocks/Bonds 40/60 Momentum
+8.45% -7.68% 40 60 0
Stocks/Bonds 40/60 ESG
+7.37% -6.32% 40 60 0 Compare

Best Classic Portfolios, with Medium Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Couch Potato
Scott Burns
+8.32% -27.03% 50 50 0 Compare
All Weather Portfolio
Ray Dalio
+7.92% -12.19% 30 55 15 Compare
Robo Advisor 50
Betterment
+7.70% -30.72% 49.9 50.1 0 Compare
Stocks/Bonds 40/60
+7.27% -19.17% 40 60 0 Compare
Dynamic 40/60 Income
+7.22% -29.85% 40 60 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Stocks/Bonds 40/60 Momentum Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.98% +26.54%
Aug 1996 - Jul 1997
-19.31%
Nov 2007 - Oct 2008
12.11%
2 Years
+7.64% +20.39%
Mar 2009 - Feb 2011
-8.86%
Mar 2007 - Feb 2009
9.03%
3 Years
+7.33% +18.62%
Jan 1995 - Dec 1997
-3.51%
Mar 2006 - Feb 2009
3.69%
5 Years
+6.85% +15.96%
Jan 1995 - Dec 1999
-0.38%
Mar 2004 - Feb 2009
0.36%
7 Years
+6.53% +11.97%
Jul 1994 - Jun 2001
+1.41%
Mar 2002 - Feb 2009
0.00%
10 Years
+6.42% +9.74%
Jan 1995 - Dec 2004
+2.10%
Mar 1999 - Feb 2009
0.00%
15 Years
+6.20% +7.45%
Jan 1995 - Dec 2009
+4.98%
Feb 2001 - Jan 2016
0.00%
20 Years
+6.46% +8.07%
Dec 1994 - Nov 2014
+5.08%
Jan 1999 - Dec 2018
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 Momentum Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Stocks/Bonds 40/60 Momentum 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 %
0.63
71%
0.33
68%
0.37
68%
1.22
75%
0.72
68%
0.40
64%
0.81
64%
0.46
64%
0.08
43%
0.48
70%
1.21
81%
0.73
70%
Best
Year
4.0
2019
3.3
2010
4.6
2000
6.2
2020
4.1
2020
3.3
2019
5.1
1997
3.4
2000
4.3
2010
3.7
2011
5.3
2020
5.1
2008
Worst
Year
-4.4
2009
-3.9
2009
-5.5
2020
-2.3
2004
-2.4
2010
-2.6
2002
-2.5
2002
-4.9
1998
-6.7
2008
-8.5
2008
-1.8
2000
-2.7
2018
Statistics calculated for the period Jan 1994 - Sep 2021

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

Monthly Returns of Stocks/Bonds 40/60 Momentum Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-0.32% -1.5 -0.3 -1.6 1.7 -0.4 2.0 1.6 1.1 -2.7
2020
+19.27% 2.2 -1.7 -5.5 6.2 4.1 0.9 4.4 1.9 -0.7 -0.9 5.3 2.3
2019
+18.55% 4.0 2.0 2.4 1.6 -0.4 3.3 1.1 1.9 -1.2 0.3 1.7 0.6
2018
-2.45% 1.8 -2.1 0.2 -0.5 2.5 -0.1 0.6 3.1 -0.5 -5.3 0.7 -2.7
2017
+11.46% 1.0 2.5 0.1 1.0 1.3 0.1 1.2 1.0 -0.1 1.9 1.0 0.0
2016
+2.45% -2.2 0.9 2.6 0.0 1.1 1.8 1.3 -0.5 -0.2 -1.7 -0.9 0.4
2015
+0.79% 1.3 1.4 0.6 -1.1 0.5 -0.8 1.5 -2.6 -0.8 2.6 -0.5 -1.2
2014
+8.37% 0.2 2.7 -1.0 0.2 2.2 0.7 -1.2 2.9 -1.2 1.5 1.7 -0.5
2013
+11.41% 1.5 0.9 1.9 1.7 -1.0 -1.7 2.5 -1.5 3.0 1.6 1.3 0.8
2012
+9.16% 2.4 2.3 1.1 1.5 -1.9 0.3 0.9 1.5 0.4 -0.3 1.1 -0.4
2011
+5.36% 1.2 1.5 1.0 2.3 0.4 -0.7 0.4 -1.3 -3.4 3.7 0.1 0.1
2010
+14.35% -1.4 3.3 2.7 2.4 -2.4 -1.8 3.6 -1.0 4.3 2.3 0.7 1.1
2009
+13.39% -4.4 -3.9 3.1 3.2 0.9 1.2 4.7 2.2 3.6 -2.1 3.1 1.4
2008
-14.37% -2.9 0.2 -0.3 2.0 1.2 -2.0 -2.4 -0.5 -6.7 -8.5 0.2 5.1
2007
+6.21% 0.6 0.1 0.5 2.1 0.9 -0.8 -0.8 1.3 2.0 1.1 -0.5 -0.3
2006
+8.90% 0.9 0.5 0.1 0.4 -1.3 0.2 1.0 1.9 1.6 1.7 1.5 0.3
2005
+3.37% -0.5 0.4 -1.0 0.1 1.9 0.4 0.9 0.4 -0.3 -1.4 2.0 0.5
2004
+6.82% 1.3 1.2 -0.1 -2.3 0.4 1.1 -0.8 1.3 0.5 1.0 1.3 1.8
2003
+13.65% -1.0 0.3 0.0 3.8 3.3 0.4 -1.2 1.2 1.1 1.7 0.6 2.7
2002
-3.68% 0.0 -0.2 0.4 -1.3 0.3 -2.6 -2.5 1.3 -2.5 2.1 2.1 -0.6
2001
+0.36% 2.8 -3.3 -1.8 2.8 0.2 -0.6 1.0 -1.5 -2.3 1.7 1.7 -0.2
2000
+2.94% -2.1 0.1 4.6 -1.7 -0.7 2.1 -0.1 3.4 -1.7 0.2 -1.8 1.0
1999
+7.70% 1.9 -2.4 2.0 1.8 -1.4 2.0 -1.6 -0.3 -0.2 2.9 0.7 2.2
1998
+16.62% 1.3 2.7 2.2 0.8 -0.3 2.3 -0.5 -4.9 3.7 2.9 2.6 3.0
1997
+19.06% 2.6 0.5 -2.4 3.4 3.2 2.4 5.1 -2.8 2.9 -0.3 1.9 1.4
1996
+11.14% 1.8 -0.9 0.3 0.2 0.9 1.1 -1.8 0.7 3.3 2.7 4.2 -1.5
1995
+26.13% 2.5 2.9 1.5 2.0 4.0 1.2 1.2 0.9 2.4 0.7 2.7 1.5
1994
-1.43% 2.2 -2.2 -3.1 -0.1 0.6 -1.0 2.4 1.6 -1.9 1.1 -1.8 0.8

* 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:

  • PDP - Invesco DWA Momentum ETF: simulated historical serie, up to December 2007
  • BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
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