The Stocks/Bonds 80/20 Portfolio is a Very High Risk portfolio and can be implemented with 2 ETFs.
It's exposed for 80% on the Stock Market.
In the last 30 Years, the Stocks/Bonds 80/20 Portfolio obtained a 9.06% compound annual return, with a 12.01% standard deviation.
Asset Allocation and ETFs
The Stocks/Bonds 80/20 Portfolio has the following asset allocation:
The Stocks/Bonds 80/20 Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
80.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
20.00 % | BND | Vanguard Total Bond Market | Bond, U.S., All-Term |
Portfolio and ETF Returns
The Stocks/Bonds 80/20 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 80/20 Portfolio | -0.11 | 0.89 | -6.85 | -19.13 | -13.08 | 8.77 | 10.43 | 9.06 | |
US Inflation Adjusted return | -6.85 | -22.27 | -19.20 | 4.99 | 7.77 | 6.42 | |||
Components | |||||||||
VTI Vanguard Total Stock Market |
-0.20 |
02:59PM Jul 05 2022 |
0.85 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
BND Vanguard Total Bond Market |
0.23 |
02:59PM Jul 05 2022 |
1.03 | -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 80/20 Portfolio granted a 1.62% dividend yield. If you are interested in getting periodic income, please refer to the Stocks/Bonds 80/20 Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of Stocks/Bonds 80/20 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
|
-6.85
|
-6.85
|
-6.85
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-14.42
|
-15.53
|
-14.42
Apr 2022 - Jun 2022
|
0 - 3
|
|
6M
|
-19.13
|
-22.27
|
-19.13
Jan 2022 - Jun 2022
|
1 - 5
|
|
YTD
|
-19.13
|
-22.27
|
-19.13
Jan 2022 - Jun 2022
|
1 - 5
|
|
1Y
|
-13.08
|
-19.20
|
14.14
|
-19.13
Jan 2022 - Jun 2022
|
5 - 7
42% pos
|
3Y(*)
|
7.74
|
3.09
|
15.50
|
-19.13
Jan 2022 - Jun 2022
|
23 - 13
64% pos
|
5Y(*)
|
8.77
|
4.99
|
14.07
|
-19.13
Jan 2022 - Jun 2022
|
42 - 18
70% pos
|
10Y(*)
|
10.43
|
7.77
|
11.41
|
-19.13
Jan 2022 - Jun 2022
|
87 - 33
73% pos
|
15Y(*)
|
7.70
|
5.27
|
12.99
|
-41.09
Nov 2007 - Feb 2009
|
121 - 59
67% pos
|
20Y(*)
|
8.40
|
5.80
|
12.11
|
-41.09
Nov 2007 - Feb 2009
|
164 - 76
68% pos
|
25Y(*)
|
7.65
|
5.11
|
12.63
|
-41.09
Nov 2007 - Feb 2009
|
196 - 104
65% pos
|
30Y(*)
|
9.06
|
6.42
|
12.01
|
-41.09
Nov 2007 - Feb 2009
|
241 - 119
67% pos
|
MAX(*)
01 Jan 1972
|
9.82
|
5.64
|
12.70
|
-41.09
Nov 2007 - Feb 2009
|
388 - 218
64% 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 6475.96$, with a net total return of 547.60% (6.42% annualized).
The Inflation Adjusted Capital now would be 15954.70$, with a net total return of 1495.47% (5.64% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-41.09% | Nov 2007 | Feb 2009 | 16 | Jan 2011 | 23 | 39 |
-33.33% | Sep 2000 | Sep 2002 | 25 | Jul 2005 | 34 | 59 |
-19.13% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-16.53% | Feb 2020 | Mar 2020 | 2 | Jul 2020 | 4 | 6 |
-13.95% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
-13.35% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
-11.32% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
-7.05% | Jun 2015 | Sep 2015 | 4 | May 2016 | 8 | 12 |
-6.95% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
-6.90% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
-5.21% | Apr 2012 | May 2012 | 2 | Aug 2012 | 3 | 5 |
-5.12% | Jul 1999 | Sep 1999 | 3 | Nov 1999 | 2 | 5 |
-4.97% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
-4.78% | Jun 1996 | Jul 1996 | 2 | Sep 1996 | 2 | 4 |
-4.64% | Feb 2018 | Mar 2018 | 2 | Jul 2018 | 4 | 6 |
-4.49% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
-4.17% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 |
-3.88% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-3.85% | Feb 1997 | Mar 1997 | 2 | May 1997 | 2 | 4 |
-3.38% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-41.09% | Nov 2007 | Feb 2009 | 16 | Jan 2011 | 23 | 39 |
-36.88% | Jan 1973 | Sep 1974 | 21 | Mar 1976 | 18 | 39 |
-33.33% | Sep 2000 | Sep 2002 | 25 | Jul 2005 | 34 | 59 |
-24.55% | Sep 1987 | Nov 1987 | 3 | Apr 1989 | 17 | 20 |
-19.13% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-16.53% | Feb 2020 | Mar 2020 | 2 | Jul 2020 | 4 | 6 |
-13.95% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
-13.35% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
-12.23% | Jun 1990 | Oct 1990 | 5 | Feb 1991 | 4 | 9 |
-11.51% | Dec 1980 | Sep 1981 | 10 | Sep 1982 | 12 | 22 |
-11.32% | Oct 2018 | Dec 2018 | 3 | Apr 2019 | 4 | 7 |
-10.71% | Feb 1980 | Mar 1980 | 2 | May 1980 | 2 | 4 |
-9.83% | Sep 1978 | Oct 1978 | 2 | Mar 1979 | 5 | 7 |
-9.03% | Jul 1983 | May 1984 | 11 | Aug 1984 | 3 | 14 |
-7.56% | Jan 1977 | Feb 1978 | 14 | Apr 1978 | 2 | 16 |
-7.05% | Jun 2015 | Sep 2015 | 4 | May 2016 | 8 | 12 |
-6.95% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
-6.94% | Oct 1979 | Oct 1979 | 1 | Dec 1979 | 2 | 3 |
-6.90% | Apr 2000 | May 2000 | 2 | Aug 2000 | 3 | 5 |
-6.76% | Sep 1986 | Sep 1986 | 1 | Jan 1987 | 4 | 5 |
Rolling Returns ( more details)
Stocks/Bonds 80/20 Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
11.09 |
58.54 Jul 1982 - Jun 1983 |
-34.49 Mar 2008 - Feb 2009 |
20.00% |
2 Years |
10.69 |
32.35 Mar 2009 - Feb 2011 |
-19.74 Mar 2007 - Feb 2009 |
12.18% |
3 Years |
10.67 |
27.36 Aug 1984 - Jul 1987 |
-11.24 Apr 2000 - Mar 2003 |
10.68% |
5 Years |
10.70 |
24.87 Aug 1982 - Jul 1987 |
-3.66 Mar 2004 - Feb 2009 |
1.46% |
7 Years |
10.71 |
19.88 Apr 1980 - Mar 1987 |
-0.93 Mar 2002 - Feb 2009 |
0.38% |
10 Years |
10.73 |
16.84 Sep 1977 - Aug 1987 |
-0.44 Mar 1999 - Feb 2009 |
0.41% |
15 Years |
10.54 |
16.79 Aug 1982 - Jul 1997 |
4.90 Sep 2000 - Aug 2015 |
0.00% |
20 Years |
10.51 |
16.03 Apr 1980 - Mar 2000 |
5.30 Apr 2000 - Mar 2020 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Stocks/Bonds 80/20 Portfolio: Rolling Returns page.
Seasonality
Stocks/Bonds 80/20 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 % |
1.17 61% |
0.48 61% |
0.80 69% |
1.36 73% |
0.95 65% |
0.61 61% |
0.70 50% |
0.50 62% |
-0.28 54% |
0.76 64% |
1.74 74% |
1.43 76% |
Best Year |
11.4 1975 |
6.3 1986 |
6.6 2009 |
10.6 2020 |
7.5 1990 |
6.0 2019 |
6.9 1997 |
10.3 1982 |
7.4 2010 |
12.5 1974 |
9.6 2020 |
9.1 1991 |
Worst Year |
-6.9 2009 |
-8.4 2009 |
-11.2 2020 |
-8.1 2022 |
-6.2 2010 |
-6.9 2022 |
-6.4 2002 |
-12.4 1998 |
-7.6 1974 |
-18.3 1987 |
-9.3 1973 |
-7.1 2018 |
Monthly/Yearly Returns
Stocks/Bonds 80/20 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 |
-19.13 | -22.27 | -5.3 | -2.2 | 2.0 | -8.1 | 0.0 | -6.9 | ||||||
2021 |
+20.16 | +12.20 | -0.4 | 2.2 | 2.7 | 4.3 | 0.4 | 2.2 | 1.6 | 2.3 | -3.9 | 5.5 | -1.2 | 3.1 |
2020 |
+18.36 | +16.87 | 0.3 | -6.0 | -11.2 | 10.6 | 4.3 | 1.9 | 4.8 | 5.4 | -2.9 | -1.7 | 9.6 | 3.8 |
2019 |
+26.30 | +23.51 | 7.1 | 2.9 | 1.5 | 3.2 | -5.0 | 6.0 | 1.2 | -1.2 | 1.3 | 1.8 | 3.1 | 2.3 |
2018 |
-4.19 | -5.99 | 3.9 | -3.2 | -1.4 | 0.2 | 2.3 | 0.6 | 2.7 | 2.9 | 0.1 | -6.2 | 1.7 | -7.1 |
2017 |
+17.68 | +15.23 | 1.5 | 3.1 | 0.0 | 1.0 | 1.0 | 0.8 | 1.6 | 0.3 | 1.9 | 1.8 | 2.5 | 1.1 |
2016 |
+10.77 | +8.54 | -4.3 | 0.2 | 5.8 | 0.6 | 1.4 | 0.6 | 3.3 | 0.1 | 0.2 | -1.9 | 3.1 | 1.7 |
2015 |
+0.40 | -0.24 | -1.7 | 4.3 | -0.8 | 0.4 | 0.9 | -1.6 | 1.5 | -5.0 | -2.2 | 6.2 | 0.4 | -1.7 |
2014 |
+11.20 | +10.48 | -2.2 | 4.0 | 0.4 | 0.2 | 1.9 | 2.1 | -1.7 | 3.6 | -1.8 | 2.3 | 2.2 | 0.0 |
2013 |
+26.34 | +24.46 | 4.2 | 1.1 | 3.2 | 1.5 | 1.6 | -1.5 | 4.8 | -2.7 | 3.4 | 3.7 | 2.2 | 2.2 |
2012 |
+13.79 | +11.82 | 4.2 | 3.4 | 2.4 | -0.3 | -4.9 | 3.3 | 0.9 | 2.2 | 2.1 | -1.5 | 0.7 | 0.9 |
2011 |
+2.36 | -0.68 | 1.7 | 3.0 | 0.3 | 2.6 | -0.6 | -1.5 | -1.5 | -4.5 | -5.8 | 8.8 | -0.3 | 1.0 |
2010 |
+15.18 | +13.55 | -2.6 | 2.8 | 5.1 | 2.0 | -6.2 | -4.3 | 5.7 | -3.4 | 7.4 | 3.3 | 0.3 | 5.4 |
2009 |
+23.84 | +20.45 | -6.9 | -8.4 | 6.6 | 8.7 | 4.5 | 0.4 | 6.5 | 3.2 | 3.6 | -2.1 | 4.9 | 2.1 |
2008 |
-28.21 | -28.19 | -4.7 | -1.9 | -0.6 | 3.7 | 1.4 | -6.4 | -0.5 | 1.3 | -7.3 | -14.0 | -4.8 | 2.8 |
2007 |
+5.68 | +1.51 | 1.5 | -1.0 | 0.9 | 3.3 | 2.8 | -1.5 | -2.7 | 1.4 | 3.2 | 1.6 | -3.3 | -0.5 |
2006 |
+13.41 | +10.62 | 2.6 | 0.3 | 1.5 | 0.7 | -2.6 | 0.1 | 0.2 | 2.2 | 2.0 | 3.0 | 2.1 | 0.9 |
2005 |
+5.53 | +2.12 | -1.9 | 1.5 | -1.6 | -1.5 | 3.3 | 0.7 | 3.3 | -0.6 | 0.4 | -2.0 | 3.8 | 0.2 |
2004 |
+11.08 | +7.48 | 2.3 | 1.3 | -0.7 | -2.3 | 1.1 | 1.7 | -2.7 | 0.4 | 1.4 | 1.6 | 3.6 | 2.9 |
2003 |
+25.40 | +22.90 | -2.2 | -0.9 | 0.6 | 7.0 | 5.0 | 1.3 | 1.3 | 2.1 | -0.4 | 4.8 | 1.3 | 3.5 |
2002 |
-14.73 | -16.79 | -0.6 | -1.2 | 2.6 | -3.2 | -0.9 | -5.4 | -6.4 | 1.0 | -7.3 | 5.3 | 4.5 | -3.4 |
2001 |
-7.09 | -8.55 | 3.4 | -7.4 | -5.2 | 6.2 | 1.0 | -1.2 | -0.9 | -4.4 | -6.7 | 2.4 | 5.4 | 1.2 |
2000 |
-6.18 | -9.30 | -3.4 | 2.3 | 4.8 | -4.3 | -2.7 | 3.9 | -1.4 | 6.0 | -3.6 | -1.5 | -7.4 | 1.8 |
1999 |
+18.90 | +15.80 | 3.1 | -3.3 | 3.3 | 3.8 | -1.8 | 4.1 | -2.7 | -0.8 | -1.8 | 5.1 | 2.8 | 6.2 |
1998 |
+20.33 | +18.42 | 0.6 | 5.8 | 4.2 | 1.0 | -2.0 | 3.0 | -1.8 | -12.4 | 5.6 | 5.8 | 5.0 | 5.3 |
1997 |
+26.68 | +24.57 | 4.4 | -0.1 | -3.8 | 3.9 | 5.9 | 3.8 | 6.9 | -3.2 | 5.0 | -2.6 | 2.8 | 1.6 |
1996 |
+17.49 | +13.65 | 2.3 | 1.0 | 0.8 | 1.9 | 2.1 | -0.5 | -4.3 | 2.5 | 4.7 | 1.6 | 5.9 | -1.2 |
1995 |
+32.26 | +29.00 | 2.1 | 3.7 | 2.3 | 2.3 | 3.6 | 2.5 | 3.2 | 1.1 | 3.1 | -0.7 | 3.7 | 1.5 |
1994 |
-0.67 | -3.18 | 2.7 | -2.2 | -4.0 | 0.5 | 0.8 | -2.2 | 2.8 | 3.5 | -1.8 | 1.2 | -3.0 | 1.1 |
1993 |
+10.44 | +7.42 | 1.2 | 0.8 | 2.0 | -2.1 | 2.4 | 0.8 | -0.1 | 3.5 | 0.1 | 1.4 | -1.5 | 1.6 |
1992 |
+8.71 | +5.58 | -0.3 | 1.2 | -2.0 | 1.3 | 0.8 | -1.2 | 3.5 | -1.5 | 1.1 | 0.7 | 3.3 | 1.7 |
1991 |
+28.96 | +25.23 | 4.2 | 5.7 | 2.5 | 0.5 | 3.4 | -3.7 | 4.2 | 2.5 | -0.6 | 1.6 | -3.0 | 9.1 |
1990 |
-3.13 | -8.83 | -6.0 | 1.4 | 2.0 | -2.4 | 7.5 | -0.1 | -0.6 | -7.4 | -3.9 | -0.6 | 5.4 | 2.6 |
1989 |
+25.22 | +19.67 | 5.5 | -1.6 | 1.8 | 4.3 | 3.6 | 0.4 | 6.6 | 1.6 | -0.1 | -1.9 | 1.4 | 1.6 |
1988 |
+15.32 | +10.45 | 4.1 | 4.4 | -1.4 | 0.8 | -0.2 | 4.5 | -0.6 | -2.2 | 3.4 | 1.6 | -1.4 | 1.7 |
1987 |
+2.40 | -1.85 | 10.5 | 4.0 | 1.7 | -1.8 | 0.3 | 3.7 | 3.8 | 3.0 | -2.1 | -18.3 | -5.6 | 6.1 |
1986 |
+14.68 | +13.33 | 0.8 | 6.3 | 5.4 | -0.5 | 3.6 | 1.6 | -4.5 | 5.8 | -6.8 | 4.1 | 1.3 | -2.3 |
1985 |
+29.47 | +24.74 | 7.7 | 1.1 | 0.0 | 0.3 | 5.6 | 1.6 | -0.1 | -0.2 | -3.1 | 3.9 | 5.9 | 4.0 |
1984 |
+4.75 | +0.68 | -0.8 | -3.3 | 0.8 | 0.2 | -4.9 | 2.1 | -0.7 | 9.0 | 0.4 | 0.9 | -0.6 | 2.1 |
1983 |
+19.17 | +14.82 | 3.3 | 3.0 | 2.6 | 6.4 | 0.8 | 3.2 | -3.0 | 0.3 | 1.9 | -2.3 | 2.6 | -0.8 |
1982 |
+22.62 | +18.11 | -2.1 | -3.7 | -0.7 | 4.1 | -1.9 | -2.3 | -0.5 | 10.3 | 2.3 | 10.3 | 4.4 | 1.6 |
1981 |
-1.44 | -9.50 | -3.2 | 0.8 | 4.2 | -1.5 | 1.6 | -0.8 | -0.7 | -4.9 | -4.9 | 6.1 | 5.4 | -2.9 |
1980 |
+27.10 | +13.12 | 4.8 | -1.3 | -9.6 | 6.2 | 5.7 | 3.5 | 5.2 | 0.9 | 2.4 | 1.3 | 8.7 | -2.5 |
1979 |
+20.47 | +6.37 | 4.4 | -2.3 | 5.5 | 0.7 | -0.7 | 4.1 | 1.1 | 5.1 | 0.2 | -6.9 | 5.9 | 2.5 |
1978 |
+6.99 | -1.83 | -4.5 | -0.7 | 2.7 | 6.6 | 1.9 | -0.9 | 4.8 | 3.5 | -0.5 | -9.4 | 3.1 | 1.2 |
1977 |
-2.48 | -8.59 | -3.5 | -1.3 | -0.6 | 0.5 | -0.7 | 4.3 | -1.2 | -0.9 | 0.1 | -3.3 | 3.8 | 0.6 |
1976 |
+23.93 | +17.98 | 10.3 | 0.6 | 2.4 | -0.7 | -1.0 | 3.9 | -0.3 | 0.2 | 2.2 | -1.4 | 1.0 | 5.0 |
1975 |
+31.73 | +22.96 | 11.4 | 5.1 | 2.4 | 3.6 | 5.1 | 4.4 | -5.2 | -1.9 | -3.2 | 5.3 | 2.6 | -0.6 |
1974 |
-21.11 | -29.62 | 0.2 | 0.3 | -2.3 | -4.0 | -3.0 | -1.9 | -5.5 | -6.7 | -7.6 | 12.5 | -2.5 | -1.6 |
1973 |
-13.65 | -20.74 | -2.2 | -3.6 | -0.5 | -3.8 | -1.7 | -0.6 | 3.6 | -1.6 | 4.8 | 0.0 | -9.3 | 1.0 |
1972 |
+14.64 | +10.87 | 2.1 | 2.7 | 0.5 | 0.7 | 1.6 | -1.8 | -0.2 | 2.9 | -0.5 | 0.8 | 4.2 | 0.9 |
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 80/20 Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Stocks/Bonds 80/20 Portfolio is classified as Very High Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
Very High Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+7.65%
(+5.11%) |
Bad : 1.5 / 5
|
Good : 3.3 / 5
|
Standard Deviation over 25 Years |
12.63% |
Excellent : 4.7 / 5
|
Average : 2.7 / 5
|
Maximum Drawdown over 25 Years |
-41.09% |
Excellent : 5 / 5
|
Average : 2.4 / 5
|
Easy to manage | 2 ETFs |
Excellent : 4.5 / 5
|
Excellent : 4.5 / 5
|
Rating assigned considering all the Very High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Very High Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Technology |
+1.92 | +13.42 | -81.08 | 100 | 0 | 0 | ||
US Stocks |
+0.85 | +9.81 | -50.84 | 100 | 0 | 0 | ||
Warren Buffett Portfolio Warren Buffett |
+0.84 | +9.38 | -45.52 | 90 | 10 | 0 | ||
Aggressive Global Income |
-0.51 | +9.37 | -52.63 | 80 | 20 | 0 | ||
Stocks/Bonds 80/20 |
+0.89 | +9.06 | -41.09 | 80 | 20 | 0 |
Last update: Jul 05 2022, 03:00PM Eastern Time.