The Stocks/Bonds 60/40 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 30 Years, the Stocks/Bonds 60/40 Portfolio obtained a 8.15% compound annual return, with a 9.15% standard deviation.
Asset Allocation and ETFs
The Stocks/Bonds 60/40 Portfolio has the following asset allocation:
The Stocks/Bonds 60/40 Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
60.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
40.00 % | BND | Vanguard Total Bond Market | Bond, U.S., All-Term |
Portfolio and ETF Returns
The Stocks/Bonds 60/40 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(*) | 30Y(*) | |
Stocks/Bonds 60/40 Portfolio | -0.40 | 0.55 | -5.51 | -16.93 | -12.15 | 6.92 | 8.28 | 8.15 | |
US Inflation Adjusted return | -5.51 | -20.17 | -18.33 | 3.20 | 5.68 | 5.54 | |||
Components | |||||||||
VTI Vanguard Total Stock Market |
-0.84 |
01:59PM Jul 05 2022 |
0.21 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
BND Vanguard Total Bond Market |
0.26 |
02:00PM Jul 05 2022 |
1.06 | -1.66 | -10.35 | -10.42 | 0.84 | 1.40 | 4.63 |
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% , 30Y: 2.47%
Portfolio Dividends
In 2021, the Stocks/Bonds 60/40 Portfolio granted a 1.73% dividend yield. If you are interested in getting periodic income, please refer to the Stocks/Bonds 60/40 Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of Stocks/Bonds 60/40 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
|
-5.51
|
-5.51
|
-5.51
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-12.02
|
-13.16
|
-12.02
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-16.93
|
-20.17
|
-16.93
Jan 2022 - Jun 2022
|
2 - 4
|
|
YTD
|
-16.93
|
-20.17
|
-16.93
Jan 2022 - Jun 2022
|
2 - 4
|
|
1Y
|
-12.15
|
-18.33
|
11.53
|
-16.93
Jan 2022 - Jun 2022
|
6 - 6
50% pos
|
3Y(*)
|
5.74
|
1.18
|
12.15
|
-16.93
Jan 2022 - Jun 2022
|
24 - 12
67% pos
|
5Y(*)
|
6.92
|
3.20
|
10.95
|
-16.93
Jan 2022 - Jun 2022
|
41 - 19
68% pos
|
10Y(*)
|
8.28
|
5.68
|
8.83
|
-16.93
Jan 2022 - Jun 2022
|
86 - 34
72% pos
|
15Y(*)
|
6.79
|
4.39
|
9.91
|
-30.55
Nov 2007 - Feb 2009
|
121 - 59
67% pos
|
20Y(*)
|
7.36
|
4.79
|
9.19
|
-30.55
Nov 2007 - Feb 2009
|
165 - 75
69% pos
|
25Y(*)
|
7.01
|
4.48
|
9.55
|
-30.55
Nov 2007 - Feb 2009
|
197 - 103
66% pos
|
30Y(*)
|
8.15
|
5.54
|
9.15
|
-30.55
Nov 2007 - Feb 2009
|
243 - 117
68% pos
|
MAX(*)
01 Jan 1972
|
9.15
|
5.00
|
9.95
|
-30.55
Nov 2007 - Feb 2009
|
395 - 211
65% 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 5038.06$, with a net total return of 403.81% (5.54% annualized).
The Inflation Adjusted Capital now would be 11759.33$, with a net total return of 1075.93% (5.00% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-30.55% | Nov 2007 | Feb 2009 | 16 | Oct 2010 | 20 | 36 |
-21.56% | Sep 2000 | Sep 2002 | 25 | Jan 2004 | 16 | 41 |
-16.93% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-12.29% | Feb 2020 | Mar 2020 | 2 | Jul 2020 | 4 | 6 |
-10.18% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
-9.00% | May 2011 | Sep 2011 | 5 | Jan 2012 | 4 | 9 |
-8.38% | Sep 2018 | Dec 2018 | 4 | Mar 2019 | 3 | 7 |
-6.47% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
-5.35% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
-5.24% | Jun 2015 | Sep 2015 | 4 | Apr 2016 | 7 | 11 |
-3.76% | Jul 1999 | Sep 1999 | 3 | Oct 1999 | 1 | 4 |
-3.67% | Feb 2018 | Apr 2018 | 3 | Jul 2018 | 3 | 6 |
-3.54% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
-3.54% | May 2012 | May 2012 | 1 | Aug 2012 | 3 | 4 |
-3.41% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
-3.33% | Jun 1996 | Jul 1996 | 2 | Sep 1996 | 2 | 4 |
-3.24% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-3.12% | Feb 1997 | Mar 1997 | 2 | Apr 1997 | 1 | 3 |
-3.07% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 |
-2.96% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-30.55% | Nov 2007 | Feb 2009 | 16 | Oct 2010 | 20 | 36 |
-27.28% | Jan 1973 | Sep 1974 | 21 | Jan 1976 | 16 | 37 |
-21.56% | Sep 2000 | Sep 2002 | 25 | Jan 2004 | 16 | 41 |
-19.17% | Sep 1987 | Nov 1987 | 3 | Jan 1989 | 14 | 17 |
-16.93% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-12.29% | Feb 2020 | Mar 2020 | 2 | Jul 2020 | 4 | 6 |
-10.18% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
-9.57% | Feb 1980 | Mar 1980 | 2 | May 1980 | 2 | 4 |
-9.00% | May 2011 | Sep 2011 | 5 | Jan 2012 | 4 | 9 |
-8.82% | Jun 1981 | Sep 1981 | 4 | Nov 1981 | 2 | 6 |
-8.52% | Jul 1990 | Oct 1990 | 4 | Jan 1991 | 3 | 7 |
-8.38% | Sep 2018 | Dec 2018 | 4 | Mar 2019 | 3 | 7 |
-7.92% | Sep 1978 | Oct 1978 | 2 | Mar 1979 | 5 | 7 |
-7.13% | Dec 1983 | May 1984 | 6 | Aug 1984 | 3 | 9 |
-7.09% | Dec 1981 | Mar 1982 | 4 | Aug 1982 | 5 | 9 |
-6.65% | Oct 1979 | Oct 1979 | 1 | Dec 1979 | 2 | 3 |
-6.47% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
-5.58% | Sep 1986 | Sep 1986 | 1 | Jan 1987 | 4 | 5 |
-5.45% | Jan 1977 | Feb 1978 | 14 | Apr 1978 | 2 | 16 |
-5.35% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
Rolling Returns ( more details)
Stocks/Bonds 60/40 Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
10.05 |
50.63 Jul 1982 - Jun 1983 |
-25.46 Mar 2008 - Feb 2009 |
17.82% |
2 Years |
9.85 |
29.22 Jul 1984 - Jun 1986 |
-13.47 Mar 2007 - Feb 2009 |
9.95% |
3 Years |
9.89 |
24.62 Aug 1984 - Jul 1987 |
-6.40 Mar 2006 - Feb 2009 |
7.18% |
5 Years |
9.94 |
22.47 Aug 1982 - Jul 1987 |
-1.44 Mar 2004 - Feb 2009 |
0.37% |
7 Years |
9.98 |
18.96 Apr 1980 - Mar 1987 |
0.82 Mar 2002 - Feb 2009 |
0.00% |
10 Years |
10.06 |
15.69 Aug 1982 - Jul 1992 |
1.34 Mar 1999 - Feb 2009 |
0.00% |
15 Years |
9.95 |
15.35 Aug 1982 - Jul 1997 |
5.21 Sep 2000 - Aug 2015 |
0.00% |
20 Years |
9.93 |
14.69 Apr 1980 - Mar 2000 |
5.43 Apr 2000 - Mar 2020 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Stocks/Bonds 60/40 Portfolio: Rolling Returns page.
Seasonality
Stocks/Bonds 60/40 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 % |
0.99 61% |
0.39 59% |
0.61 69% |
1.14 73% |
0.88 67% |
0.62 63% |
0.65 56% |
0.54 62% |
-0.02 56% |
0.67 64% |
1.55 76% |
1.26 78% |
Best Year |
8.7 1975 |
5.6 1986 |
5.1 2009 |
8.3 2020 |
6.3 1990 |
4.8 2019 |
5.9 1997 |
8.8 1982 |
5.4 2010 |
8.9 1974 |
7.5 2020 |
7.7 1991 |
Worst Year |
-5.7 2009 |
-6.4 2009 |
-8.6 2020 |
-7.1 2022 |
-4.4 1984 |
-5.5 2022 |
-4.5 2002 |
-9.0 1998 |
-5.6 1986 |
-13.9 1987 |
-6.6 1973 |
-4.9 2018 |
Monthly/Yearly Returns
Stocks/Bonds 60/40 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 |
-16.93 | -20.17 | -4.5 | -1.9 | 0.8 | -7.1 | 0.2 | -5.5 | ||||||
2021 |
+14.66 | +7.06 | -0.5 | 1.3 | 1.7 | 3.5 | 0.3 | 1.9 | 1.5 | 1.8 | -3.2 | 4.3 | -0.9 | 2.3 |
2020 |
+15.70 | +14.24 | 0.8 | -4.1 | -8.6 | 8.3 | 3.3 | 1.6 | 3.9 | 3.8 | -2.2 | -1.4 | 7.5 | 2.9 |
2019 |
+21.94 | +19.24 | 5.6 | 2.2 | 1.6 | 2.4 | -3.4 | 4.8 | 0.9 | -0.3 | 0.9 | 1.4 | 2.4 | 1.8 |
2018 |
-3.17 | -4.99 | 2.6 | -2.7 | -0.9 | -0.1 | 1.9 | 0.4 | 2.0 | 2.4 | -0.1 | -5.0 | 1.5 | -4.9 |
2017 |
+14.15 | +11.77 | 1.2 | 2.5 | 0.0 | 1.0 | 0.9 | 0.6 | 1.3 | 0.4 | 1.3 | 1.3 | 1.9 | 0.9 |
2016 |
+8.71 | +6.52 | -3.0 | 0.3 | 4.5 | 0.6 | 1.0 | 1.0 | 2.6 | 0.0 | 0.2 | -1.7 | 1.7 | 1.4 |
2015 |
+0.44 | -0.20 | -0.7 | 2.8 | -0.5 | 0.2 | 0.6 | -1.5 | 1.4 | -3.8 | -1.4 | 4.6 | 0.2 | -1.4 |
2014 |
+9.85 | +9.14 | -1.3 | 3.1 | 0.2 | 0.4 | 1.7 | 1.6 | -1.3 | 3.0 | -1.5 | 1.9 | 1.8 | 0.0 |
2013 |
+19.23 | +17.45 | 3.0 | 1.0 | 2.5 | 1.4 | 0.8 | -1.5 | 3.8 | -2.3 | 2.9 | 3.1 | 1.7 | 1.6 |
2012 |
+11.13 | +9.21 | 3.3 | 2.6 | 1.7 | 0.0 | -3.5 | 2.5 | 1.0 | 1.7 | 1.6 | -1.2 | 0.6 | 0.5 |
2011 |
+3.75 | +0.67 | 1.3 | 2.4 | 0.2 | 2.3 | -0.2 | -1.2 | -0.7 | -3.0 | -4.1 | 6.4 | -0.2 | 1.1 |
2010 |
+12.93 | +11.33 | -1.6 | 2.2 | 3.7 | 1.7 | -4.4 | -2.9 | 4.4 | -2.1 | 5.4 | 2.5 | 0.0 | 3.8 |
2009 |
+18.79 | +15.54 | -5.7 | -6.4 | 5.1 | 6.5 | 3.5 | 0.5 | 5.2 | 2.7 | 3.0 | -1.6 | 4.1 | 1.3 |
2008 |
-19.44 | -19.42 | -3.2 | -1.4 | -0.3 | 2.6 | 0.8 | -4.8 | -0.3 | 1.2 | -5.5 | -10.9 | -2.1 | 3.5 |
2007 |
+5.99 | +1.81 | 1.1 | -0.4 | 0.7 | 2.6 | 2.0 | -1.2 | -1.9 | 1.4 | 2.6 | 1.5 | -2.0 | -0.3 |
2006 |
+11.12 | +8.39 | 1.9 | 0.3 | 0.9 | 0.5 | -2.0 | 0.1 | 0.5 | 2.0 | 1.7 | 2.4 | 1.9 | 0.6 |
2005 |
+4.74 | +1.36 | -1.2 | 1.0 | -1.3 | -0.8 | 2.7 | 0.7 | 2.2 | -0.1 | 0.0 | -1.7 | 3.0 | 0.4 |
2004 |
+9.37 | +5.83 | 1.9 | 1.3 | -0.3 | -2.4 | 0.7 | 1.5 | -1.8 | 0.8 | 1.1 | 1.4 | 2.5 | 2.5 |
2003 |
+20.04 | +17.65 | -1.6 | -0.4 | 0.4 | 5.4 | 4.3 | 0.9 | 0.2 | 1.7 | 0.3 | 3.4 | 1.1 | 2.9 |
2002 |
-8.98 | -11.18 | -0.2 | -0.7 | 1.6 | -2.0 | -0.5 | -3.9 | -4.5 | 1.2 | -4.7 | 3.5 | 3.2 | -1.8 |
2001 |
-3.21 | -4.74 | 3.0 | -5.3 | -3.7 | 4.4 | 0.9 | -0.7 | 0.0 | -2.9 | -4.5 | 2.2 | 3.4 | 0.7 |
2000 |
-1.79 | -5.05 | -2.6 | 2.0 | 3.9 | -3.3 | -2.1 | 3.5 | -0.8 | 4.8 | -2.5 | -1.0 | -5.0 | 1.8 |
1999 |
+13.98 | +11.01 | 2.5 | -3.0 | 2.6 | 3.0 | -1.6 | 3.0 | -2.2 | -0.6 | -1.0 | 4.0 | 2.1 | 4.6 |
1998 |
+17.39 | +15.53 | 0.8 | 4.4 | 3.2 | 0.9 | -1.3 | 2.5 | -1.3 | -9.0 | 4.7 | 4.2 | 3.9 | 4.1 |
1997 |
+22.37 | +20.33 | 3.4 | 0.0 | -3.1 | 3.3 | 4.7 | 3.2 | 5.9 | -2.7 | 4.2 | -1.7 | 2.2 | 1.5 |
1996 |
+14.01 | +10.28 | 1.8 | 0.3 | 0.4 | 1.3 | 1.6 | -0.1 | -3.3 | 1.8 | 4.0 | 1.7 | 4.9 | -1.1 |
1995 |
+28.74 | +25.56 | 2.1 | 3.3 | 1.9 | 2.0 | 3.7 | 2.1 | 2.4 | 1.1 | 2.6 | -0.2 | 3.1 | 1.5 |
1994 |
-1.16 | -3.67 | 2.4 | -2.1 | -3.6 | 0.2 | 0.6 | -1.7 | 2.6 | 2.7 | -1.7 | 0.9 | -2.3 | 1.1 |
1993 |
+10.25 | +7.23 | 1.3 | 1.1 | 1.6 | -1.4 | 1.8 | 1.0 | 0.1 | 3.0 | 0.2 | 1.1 | -1.4 | 1.3 |
1992 |
+8.32 | +5.20 | -0.6 | 1.0 | -1.6 | 1.1 | 1.0 | -0.6 | 3.1 | -0.8 | 1.1 | 0.2 | 2.5 | 1.7 |
1991 |
+25.53 | +21.90 | 3.4 | 4.5 | 2.1 | 0.6 | 2.7 | -2.9 | 3.5 | 2.4 | 0.0 | 1.4 | -2.1 | 7.7 |
1990 |
-0.19 | -6.06 | -5.0 | 1.3 | 1.5 | -2.1 | 6.3 | 0.3 | -0.2 | -5.8 | -2.7 | 0.0 | 4.5 | 2.3 |
1989 |
+22.33 | +16.91 | 4.3 | -1.4 | 1.4 | 3.7 | 3.4 | 1.0 | 5.5 | 0.8 | 0.0 | -0.9 | 1.3 | 1.4 |
1988 |
+13.33 | +8.54 | 3.9 | 3.6 | -1.3 | 0.5 | -0.4 | 4.1 | -0.6 | -1.7 | 3.1 | 1.6 | -1.3 | 1.4 |
1987 |
+2.18 | -2.06 | 8.2 | 3.2 | 1.2 | -2.1 | 0.2 | 3.2 | 3.0 | 2.2 | -2.1 | -13.9 | -4.1 | 5.0 |
1986 |
+14.79 | +13.44 | 0.7 | 5.6 | 5.0 | -0.3 | 2.2 | 2.0 | -3.1 | 5.1 | -5.6 | 3.4 | 1.3 | -1.8 |
1985 |
+27.66 | +23.00 | 6.3 | 0.3 | 0.5 | 0.8 | 5.6 | 1.4 | -0.2 | 0.2 | -2.2 | 3.4 | 5.1 | 3.8 |
1984 |
+7.32 | +3.15 | -0.1 | -2.6 | 0.3 | 0.1 | -4.4 | 1.9 | 0.6 | 6.9 | 0.9 | 1.8 | 0.2 | 2.0 |
1983 |
+15.69 | +11.46 | 2.5 | 2.9 | 1.8 | 5.5 | 0.2 | 2.5 | -2.8 | 0.3 | 2.2 | -1.7 | 2.3 | -0.6 |
1982 |
+24.75 | +20.15 | -1.5 | -2.4 | -0.5 | 3.8 | -0.9 | -2.2 | 0.8 | 8.8 | 2.9 | 8.9 | 3.7 | 1.7 |
1981 |
+1.27 | -7.01 | -2.3 | 0.0 | 3.7 | -1.8 | 1.9 | -0.5 | -1.0 | -4.1 | -3.5 | 6.2 | 6.2 | -2.9 |
1980 |
+21.05 | +7.74 | 3.2 | -2.7 | -7.0 | 7.3 | 5.4 | 3.2 | 3.5 | -0.5 | 1.9 | 0.6 | 6.8 | -1.3 |
1979 |
+16.69 | +3.03 | 3.8 | -1.9 | 4.4 | 0.6 | -0.1 | 3.6 | 0.8 | 3.7 | 0.2 | -6.6 | 5.4 | 2.2 |
1978 |
+5.53 | -3.17 | -3.4 | -0.5 | 2.1 | 5.0 | 1.4 | -0.7 | 3.8 | 2.9 | -0.3 | -7.7 | 2.7 | 0.8 |
1977 |
-1.60 | -7.76 | -3.2 | -1.0 | -0.3 | 0.6 | -0.3 | 3.5 | -1.1 | -0.4 | 0.0 | -2.7 | 3.0 | 0.4 |
1976 |
+21.38 | +15.56 | 7.9 | 0.6 | 2.0 | -0.3 | -1.0 | 3.4 | 0.0 | 0.6 | 1.9 | -0.7 | 1.7 | 3.8 |
1975 |
+25.64 | +17.27 | 8.7 | 4.3 | 1.6 | 2.4 | 4.6 | 3.4 | -4.3 | -1.4 | -2.6 | 5.0 | 2.0 | 0.0 |
1974 |
-14.41 | -23.64 | 0.2 | 0.3 | -2.3 | -3.4 | -1.9 | -1.5 | -4.0 | -4.8 | -4.5 | 8.9 | -1.1 | -0.7 |
1973 |
-9.12 | -16.58 | -1.7 | -2.8 | -0.3 | -2.6 | -1.2 | -0.4 | 1.7 | -0.4 | 4.3 | 0.1 | -6.6 | 0.8 |
1972 |
+11.66 | +7.98 | 1.4 | 2.2 | 0.0 | 0.9 | 1.4 | -1.4 | 0.0 | 2.0 | -0.2 | 0.7 | 3.4 | 0.7 |
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:
- VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
- BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
Portfolio efficiency
Is the Stocks/Bonds 60/40 Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Stocks/Bonds 60/40 Portfolio is classified as High Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
High Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+7.01%
(+4.48%) |
Bad : 1.4 / 5
|
Average : 2.8 / 5
|
Standard Deviation over 25 Years |
9.55% |
Good : 3.4 / 5
|
Good : 3.4 / 5
|
Maximum Drawdown over 25 Years |
-30.55% |
Excellent : 4.8 / 5
|
Good : 3.2 / 5
|
Easy to manage | 2 ETFs |
Excellent : 4.5 / 5
|
Excellent : 4.5 / 5
|
Rating assigned considering all the High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
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 60/40 with Bitcoin |
+0.58 | +11.60 | -17.79 | 59 | 39 | 2 | ||
Stocks/Bonds 60/40 2x Leveraged |
+1.39 | +10.31 | -31.35 | 60 | 40 | 0 | ||
Stocks/Bonds 60/40 |
+0.55 | +6.92 | -16.93 | 60 | 40 | 0 | ||
Stocks/Bonds 60/40 ESG |
+0.83 | +5.61 | -18.48 | 60 | 40 | 0 | ||
Stocks/Bonds 60/40 Momentum |
-0.44 | +5.50 | -22.55 | 60 | 40 | 0 |
Last update: Jul 05 2022, 02:00PM Eastern Time.
Best Classic Portfolios, with High Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Simple Path to Wealth JL Collins |
+0.42 | +8.84 | -38.53 | 75 | 25 | 0 | ||
Yale Endowment David Swensen |
+0.17 | +8.66 | -39.48 | 70 | 30 | 0 | ||
Late Sixties and Beyond Burton Malkiel |
-0.38 | +8.59 | -41.80 | 71 | 29 | 0 | ||
Talmud Portfolio Roger Gibson |
+0.46 | +8.56 | -40.17 | 66.7 | 33.3 | 0 | ||
Lazy Portfolio David Swensen |
-0.06 | +8.28 | -40.89 | 70 | 30 | 0 |
Last update: Jul 05 2022, 02:00PM Eastern Time.