Data Source: from March 2010 to December 2021

Last Update: 31 December 2021

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

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

In the last 10 years, the portfolio obtained a 19.94% compound annual return, with a 14.72% standard deviation.

Asset Allocation and ETFs

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

60% Stocks
40% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
60.00 % SSO ProShares Ultra S&P 500 2x, Equity, U.S., Large Cap
40.00 % 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 60/40 2x Leveraged Portfolio guaranteed the following returns.

STOCKS/BONDS 60/40 2X LEVERAGED PORTFOLIO RETURNS (%)
Last Update: 31 December 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Stocks/Bonds 60/40 2x Leveraged Portfolio +5.61 +14.92 +15.11 +33.12 +31.99 +21.71 +19.94
--- Inflation Adjusted return +5.11 +12.44 +11.32 +24.27 +27.49 +18.25 +17.45
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 60/40 2x Leveraged Portfolio: Dividend Yield page.

Historical Returns

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

STOCKS/BONDS 60/40 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
+5.61%
+5.11%
0.00%
1 - 0
3M
+14.92%
+12.44%
-0.60%
Nov 2021 - Nov 2021
2 - 1
6M
+15.11%
+11.32%
-7.42%
Sep 2021 - Sep 2021
4 - 2
YTD
+33.12%
+24.27%
15.09%
-7.42%
Sep 2021 - Sep 2021
9 - 3
75% pos
1Y
+33.12%
+24.27%
15.09%
-7.42%
Sep 2021 - Sep 2021
9 - 3
75% pos
3Y
+31.99%
annualized
+27.49%
annualized
18.58%
-18.11%
Feb 2020 - Mar 2020
28 - 8
78% pos
5Y
+21.71%
annualized
+18.25%
annualized
16.96%
-18.11%
Feb 2020 - Mar 2020
46 - 14
77% pos
10Y
+19.94%
annualized
+17.45%
annualized
14.72%
-18.11%
Feb 2020 - Mar 2020
87 - 33
73% pos
MAX
01 Mar 2010
+19.66%
annualized
+17.11%
annualized
14.97%
-18.11%
Feb 2020 - Mar 2020
99 - 43
70% pos
(*)Annualized St.Dev. of monthly returns

Portfolio efficiency

Is the Stocks/Bonds 60/40 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 60/40 2x Leveraged
+21.71% -18.11% 60 40 0
Stocks/Bonds 60/40 with Bitcoin
+18.19% -12.83% 59 39 2 Compare
Stocks/Bonds 60/40
+12.32% -12.29% 60 40 0 Compare
Stocks/Bonds 60/40 Momentum
+12.26% -11.66% 60 40 0 Compare
Stocks/Bonds 60/40 ESG
+10.68% -10.58% 60 40 0 Compare

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

10 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+13.01% -15.47% 75 25 0 Compare
Stocks/Bonds 60/40
+11.01% -12.29% 60 40 0 Compare
Talmud Portfolio
Roger Gibson
+10.45% -15.15% 66.67 33.33 0 Compare
Edge Select Moderately Aggressive
Merrill Lynch
+10.43% -14.28% 69 31 0 Compare
Jane Bryant Quinn's Portfolio
Jane Bryant Quinn
+10.43% -15.08% 70 30 0 Compare

See all portfolios

Capital Growth

Time Range:

An investment of 1000$, since January 2012, now would be worth 6158.77$, with a total return of 515.88% (19.94% annualized).

The Inflation Adjusted Capital now would be 4994.49$, with a net total return of 399.45% (17.45% 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
-18.11% Feb 2020 Mar 2020 2 Jul 2020 4 6
-15.62% Sep 2018 Dec 2018 4 Apr 2019 4 8
-9.46% Jun 2015 Sep 2015 4 Mar 2016 6 10
-9.19% Feb 2018 Apr 2018 3 Aug 2018 4 7
-8.27% Sep 2020 Oct 2020 2 Nov 2020 1 3
-7.42% Sep 2021 Sep 2021 1 Oct 2021 1 2
-6.52% May 2019 May 2019 1 Jun 2019 1 2
-5.28% May 2012 May 2012 1 Jul 2012 2 3
-5.13% Aug 2013 Aug 2013 1 Sep 2013 1 2
-4.20% Aug 2016 Oct 2016 3 Jan 2017 3 6
-3.81% Jun 2013 Jun 2013 1 Jul 2013 1 2
-3.07% Oct 2012 Oct 2012 1 Jan 2013 3 4
-2.67% Sep 2014 Sep 2014 1 Oct 2014 1 2
-2.27% Jan 2021 Jan 2021 1 Mar 2021 2 3
-1.97% Jul 2014 Jul 2014 1 Aug 2014 1 2
-1.94% Jan 2014 Jan 2014 1 Feb 2014 1 2
-1.47% Mar 2015 Mar 2015 1 May 2015 2 3
-0.69% Dec 2014 Jan 2015 2 Feb 2015 1 3
-0.60% Nov 2021 Nov 2021 1 Dec 2021 1 2

Rolling Returns ( more details)

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+19.41% +48.25%
Nov 2020 - Oct 2021
-9.21%
Jan 2018 - Dec 2018
3.05%
2 Years
+18.15% +31.43%
Jan 2019 - Dec 2020
+4.86%
Dec 2014 - Nov 2016
0.00%
3 Years
+17.68% +31.99%
Jan 2019 - Dec 2021
+9.09%
Apr 2017 - Mar 2020
0.00%
5 Years
+16.82% +23.55%
Mar 2010 - Feb 2015
+9.04%
Apr 2015 - Mar 2020
0.00%
7 Years
+16.83% +20.20%
Jul 2010 - Jun 2017
+13.03%
Apr 2013 - Mar 2020
0.00%
10 Years
+17.98% +19.94%
Jan 2012 - Dec 2021
+15.17%
Apr 2010 - Mar 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 60/40 2x Leveraged Portfolio: Rolling Returns page.

Seasonality

Stocks/Bonds 60/40 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 %
2.29
64%
1.67
82%
1.16
67%
3.16
92%
-0.08
75%
0.86
67%
3.61
83%
0.48
58%
-0.10
42%
2.29
67%
2.57
67%
1.35
75%
Best
Year
9.8
2019
5.4
2014
7.6
2016
10.9
2020
4.6
2020
9.6
2019
8.7
2010
6.6
2020
9.7
2010
9.5
2021
12.3
2020
5.6
2021
Worst
Year
-3.6
2016
-6.6
2020
-12.4
2020
-1.1
2018
-8.1
2010
-3.8
2013
-2.0
2014
-7.5
2015
-7.4
2021
-9.5
2018
-1.1
2010
-9.1
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 60/40 2x Leveraged Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
99 Positive Months (70%) - 43 Negative Months (30%)
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
+33.12 +24.27 -2.3 1.3 3.8 7.7 0.9 3.6 4.6 3.5 -7.4 9.5 -0.6 5.6
2020
+20.45 +18.91 2.4 -6.6 -12.4 10.9 4.6 1.4 6.8 6.6 -4.3 -4.2 12.3 4.1
2019
+43.41 +40.24 9.8 3.5 4.0 4.5 -6.5 9.6 1.6 0.0 1.3 2.6 4.0 3.2
2018
-9.21 -10.92 4.8 -5.8 -2.5 -1.1 3.3 0.7 3.8 4.6 -0.3 -9.5 2.9 -9.1
2017
+27.89 +25.26 2.2 5.2 0.0 1.9 2.1 0.2 2.7 1.2 1.3 2.8 3.5 1.7
2016
+13.14 +10.87 -3.6 0.9 7.6 0.1 1.8 2.6 4.4 -0.8 -0.1 -3.4 0.9 2.5
2015
+0.05 -0.59 -0.2 4.3 -1.5 0.6 1.0 -3.8 3.7 -7.5 -1.9 9.0 0.0 -2.6
2014
+22.38 +21.58 -1.9 5.4 0.5 1.3 4.0 2.3 -2.0 6.2 -2.7 3.8 4.4 -0.5
2013
+37.26 +35.21 5.1 2.2 4.9 3.5 0.8 -3.8 6.8 -5.1 5.6 6.8 3.6 2.6
2012
+21.30 +19.20 6.2 4.4 3.1 0.6 -5.3 3.9 2.6 2.8 2.9 -3.1 1.3 0.6
2011
+10.55 +7.27 2.7 3.6 -0.1 4.8 0.3 -2.6 -0.3 -3.4 -5.3 9.0 -0.3 2.6
2010
- - 6.5 3.0 -8.1 -3.8 8.7 -2.3 9.7 4.1 -1.1 5.6
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