Data Source: from March 2010 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 04:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.56%
1 Day
Jul 05 2022, 04:00PM Eastern Time
2.69%
Current Month
July 2022

The Stocks/Bonds 60/40 2x Leveraged Portfolio is a High Risk portfolio and can be implemented with 2 ETFs.

It's exposed for 60% on the Stock Market.

In the last 10 Years, the Stocks/Bonds 60/40 2x Leveraged Portfolio obtained a 14.08% compound annual return, with a 16.03% 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 implemented 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.

According to the available data source, let's assume we built the portfolio on March 2010.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
STOCKS/BONDS 60/40 2X LEVERAGED PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 04:00PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Jun 30, 2022
  1 Day Time ET(*) Jul 2022 1M 6M 1Y 5Y(*) 10Y(*)
Stocks/Bonds 60/40 2x Leveraged Portfolio 0.56 2.69 -10.47 -31.35 -20.97 10.31 14.08
US Inflation Adjusted return -10.47 -34.02 -26.54 6.47 11.34
Components
SSO
ProShares Ultra S&P 500
0.37 04:00PM
Jul 05 2022
2.47 -16.73 -38.61 -24.68 15.42 21.28
UST
ProShares Ultra 7-10 Year Treasury
0.85 03:59PM
Jul 05 2022
3.03 -1.93 -20.45 -21.16 -0.63 0.66
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

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 60/40 2x Leveraged 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 as of Jun 30, 2022

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
Consolidated returns as of 30 June 2022
Data Source: from March 2010 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jun 2022
-10.47
-10.47
-10.47
Jun 2022 - Jun 2022
0 - 1
3M
-22.65
-23.65
-22.65
Apr 2022 - Jun 2022
1 - 2
6M
-31.35
-34.02
-31.35
Jan 2022 - Jun 2022
2 - 4
YTD
-31.35
-34.02
-31.35
Jan 2022 - Jun 2022
2 - 4
1Y
-20.97
-26.54
23.49
-31.35
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
7.65
3.01
21.08
-31.35
Jan 2022 - Jun 2022
25 - 11
69% pos
5Y(*)
10.31
6.47
19.52
-31.35
Jan 2022 - Jun 2022
42 - 18
70% pos
10Y(*)
14.08
11.34
16.03
-31.35
Jan 2022 - Jun 2022
84 - 36
70% pos
MAX(*)
01 Mar 2010
15.22
12.51
15.97
-31.35
Jan 2022 - Jun 2022
101 - 47
68% pos
(*) Returns over 1 year are annualized

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

An investment of 1000$, since July 2012, now would be worth 3734.01$, with a total return of 273.40% (14.08% annualized).

The Inflation Adjusted Capital now would be 2927.57$, with a net total return of 192.76% (11.34% annualized).
An investment of 1000$, since March 2010, now would be worth 5740.78$, with a total return of 474.08% (15.22% annualized).

The Inflation Adjusted Capital now would be 4279.50$, with a net total return of 327.95% (12.51% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-31.35% Jan 2022 Jun 2022 6 in progress 6
-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
-5.13% 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
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-31.35% Jan 2022 Jun 2022 6 in progress 6
-18.11% Feb 2020 Mar 2020 2 Jul 2020 4 6
-15.62% Sep 2018 Dec 2018 4 Apr 2019 4 8
-11.64% May 2010 Jun 2010 2 Sep 2010 3 5
-11.21% Jun 2011 Sep 2011 4 Jan 2012 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

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
18.72 48.25
Nov 2020 - Oct 2021
-20.97
Jul 2021 - Jun 2022
5.11%
2 Years
18.12 31.43
Jan 2019 - Dec 2020
4.86
Dec 2014 - Nov 2016
0.00%
3 Years
17.63 31.99
Jan 2019 - Dec 2021
7.65
Jul 2019 - Jun 2022
0.00%
5 Years
16.69 23.55
Mar 2010 - Feb 2015
9.04
Apr 2015 - Mar 2020
0.00%
7 Years
16.51 20.20
Jul 2010 - Jun 2017
10.96
Jul 2015 - Jun 2022
0.00%
10 Years
17.62 19.94
Jan 2012 - Dec 2021
14.08
Jul 2012 - Jun 2022
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: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
1.44
58%
1.19
75%
1.10
69%
1.86
85%
-0.06
77%
-0.01
62%
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
-7.9
2022
-6.6
2020
-12.4
2020
-13.8
2022
-8.1
2010
-10.5
2022
-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 - Jun 2022

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
101 Positive Months (68%) - 47 Negative Months (32%)
Mar 2010 - Jun 2022
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
2022
-31.35 -34.02 -7.9 -4.0 0.4 -13.8 0.2 -10.5
2021
+33.12 +24.30 -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 +18.93 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 -10.91 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 +25.23 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

Portfolio efficiency

Is the Stocks/Bonds 60/40 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.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
Stocks/Bonds 60/40 with Bitcoin
+1.33 +11.60 -17.79 59 39 2
Stocks/Bonds 60/40 2x Leveraged
+2.69 +10.31 -31.35 60 40 0
Stocks/Bonds 60/40
+1.24 +6.92 -16.93 60 40 0
Stocks/Bonds 60/40 ESG
+1.53 +5.61 -18.48 60 40 0
Stocks/Bonds 60/40 Momentum
+0.26 +5.50 -22.55 60 40 0

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 04:00PM Eastern Time.

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 04:00PM Eastern Time.
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