When holding the Stocks/Bonds 60/40 2x Leveraged Portfolio, how long should you stay invested to have high probability to achieve a positive return?
Over the selected period (~15 years), the longest duration with a negative return was 40 months (from January 2022 to April 2025).
This indicates that, within the same timeframe, any rolling period of 41 months or more has consistently resulted in a positive return.
Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.
Stocks/Bonds 60/40 2x Leveraged Portfolio: ETF allocation and returns
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
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Rolling Period Analysis
By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.
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Worst | Median | Best | Negative Periods |
---|---|---|---|
-35.46%
Jan 2022 - Dec 2022 |
+18.05% |
+49.55%
Nov 2023 - Oct 2024 |
10.40%
18 out of 173 |
-39.35%
Jan 2022 - Dec 2022 |
+15.90% |
+45.79%
Nov 2023 - Oct 2024 |
13.29%
23 out of 173 |
-16.51%
Nov 2021 - Oct 2023 |
+15.80% |
+31.43%
Jan 2019 - Dec 2020 |
10.56%
17 out of 161 |
-20.84%
Nov 2021 - Oct 2023 |
+13.81% |
+29.09%
Jan 2019 - Dec 2020 |
13.04%
21 out of 161 |
+0.23%
May 2021 - Apr 2024 |
+14.75% |
+31.99%
Jan 2019 - Dec 2021 |
0.00%
0 out of 149 |
-4.99%
May 2021 - Apr 2024 |
+12.43% |
+27.44%
Jan 2019 - Dec 2021 |
15.44%
23 out of 149 |
+3.39%
Nov 2019 - Oct 2023 |
+15.63% |
+27.11%
Jul 2010 - Jun 2014 |
0.00%
0 out of 137 |
-1.13%
Nov 2019 - Oct 2023 |
+13.50% |
+24.34%
Jul 2010 - Jun 2014 |
1.46%
2 out of 137 |
+6.15%
Jan 2018 - Dec 2022 |
+14.70% |
+23.55%
Mar 2010 - Feb 2015 |
0.00%
0 out of 125 |
+2.18%
Oct 2018 - Sep 2023 |
+12.96% |
+21.59%
Mar 2010 - Feb 2015 |
0.00%
0 out of 125 |
+6.51%
Nov 2017 - Oct 2023 |
+14.95% |
+20.91%
Jul 2010 - Jun 2016 |
0.00%
0 out of 113 |
+2.66%
Nov 2017 - Oct 2023 |
+13.00% |
+18.89%
Jul 2010 - Jun 2016 |
0.00%
0 out of 113 |
+9.04%
Nov 2016 - Oct 2023 |
+15.62% |
+20.20%
Jul 2010 - Jun 2017 |
0.00%
0 out of 101 |
+5.36%
Nov 2016 - Oct 2023 |
+13.71% |
+18.21%
Jul 2010 - Jun 2017 |
0.00%
0 out of 101 |
+8.60%
Mar 2015 - Feb 2023 |
+15.48% |
+19.59%
Sep 2010 - Aug 2018 |
0.00%
0 out of 89 |
+5.29%
Nov 2015 - Oct 2023 |
+13.59% |
+17.46%
Sep 2010 - Aug 2018 |
0.00%
0 out of 89 |
+8.51%
Nov 2014 - Oct 2023 |
+14.31% |
+19.79%
Jan 2013 - Dec 2021 |
0.00%
0 out of 77 |
+5.43%
Nov 2014 - Oct 2023 |
+11.55% |
+17.23%
Jan 2013 - Dec 2021 |
0.00%
0 out of 77 |
+10.07%
Nov 2013 - Oct 2023 |
+13.13% |
+19.94%
Jan 2012 - Dec 2021 |
0.00%
0 out of 65 |
+7.09%
Nov 2013 - Oct 2023 |
+10.20% |
+17.62%
Sep 2011 - Aug 2021 |
0.00%
0 out of 65 |
+11.76%
May 2014 - Apr 2025 |
+13.82% |
+20.29%
Sep 2010 - Aug 2021 |
0.00%
0 out of 53 |
+8.72%
May 2014 - Apr 2025 |
+10.92% |
+17.86%
Sep 2010 - Aug 2021 |
0.00%
0 out of 53 |
+12.67%
Nov 2011 - Oct 2023 |
+14.29% |
+18.14%
Mar 2010 - Feb 2022 |
0.00%
0 out of 41 |
+9.72%
May 2013 - Apr 2025 |
+11.31% |
+15.51%
Mar 2010 - Feb 2022 |
0.00%
0 out of 41 |
+12.68%
Nov 2010 - Oct 2023 |
+14.52% |
+16.27%
Oct 2011 - Sep 2024 |
0.00%
0 out of 29 |
+9.78%
Nov 2010 - Oct 2023 |
+11.59% |
+13.37%
Oct 2011 - Sep 2024 |
0.00%
0 out of 29 |
+13.54%
May 2011 - Apr 2025 |
+14.98% |
+16.16%
Jul 2010 - Jun 2024 |
0.00%
0 out of 17 |
+10.68%
May 2011 - Apr 2025 |
+12.02% |
+13.16%
Jul 2010 - Jun 2024 |
0.00%
0 out of 17 |
+14.24%
May 2010 - Apr 2025 |
+15.27% |
+16.09%
Jul 2010 - Jun 2025 |
0.00%
0 out of 5 |
+11.33%
May 2010 - Apr 2025 |
+12.32% |
+13.12%
Jul 2010 - Jun 2025 |
0.00%
0 out of 5 |
Stocks/Bonds 60/40 2x Leveraged Portfolio: ETF allocation and returns