The World Developed Stocks Portfolio is exposed for 100% on the Stock Market .
It's a Very High Risk portfolio and it can be replicated with 1 ETF.
In the last 10 years, the portfolio obtained a 9.1% compound annual return, with a 13.59% standard deviation (Last Update: October 2019).
Asset Allocation and ETFs
The World Developed Stocks Portfolio has the following asset allocation:
The World Developed Stocks Portfolio can be replicated with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 100.00 % | VT | Vanguard Total World Stock | Equity, Developed Markets, Large Cap |
Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).
Historical Returns
World Developed Stocks Portfolio - Historical returns and stats:
| Range | Returns Oct 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+2.79%
|
0.00%
|
1 - 0 | |
|
YTD
|
+19.52%
|
-5.97%
May 2019 - May 2019
|
8 - 2 | |
|
1Y
|
+12.81%
|
14.80%
|
-7.22%
Dec 2018 - Dec 2018
|
9 - 3 |
|
3Y
|
+11.42%
annualized
|
11.18%
|
-14.44%
Feb 2018 - Dec 2018
|
29 - 7 |
|
5Y
|
+7.25%
annualized
|
11.65%
|
-14.44%
Feb 2018 - Dec 2018
|
41 - 19 |
|
10Y
|
+9.10%
annualized
|
13.59%
|
-21.87%
May 2011 - Sep 2011
|
77 - 43 |
|
MAX
Dec 2008
|
+10.54%
annualized
|
15.20%
|
-21.87%
May 2011 - Sep 2011
|
83 - 47 |
* Annualized St.Dev. of monthly returns
Best Very High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | #ETF | Stocks | Bonds | Comm. | |
|---|---|---|---|---|---|---|
| US Stocks |
+13.64% | 1 | 100 | 0 | 0 | |
| Warren Buffett |
+12.48% | 2 | 90 | 10 | 0 | |
| Second Grader's Starter Paul Farrell |
+10.24% | 3 | 90 | 10 | 0 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
+10.18% | 10 | 100 | 0 | 0 | |
| Core Four Rick Ferri |
+9.81% | 4 | 80 | 20 | 0 |
Capital Growth
Drawdowns
Rolling Returns
World Developed Stocks Portfolio: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+10.84% |
+59.32% Mar 2009 - Feb 2010 |
-12.53% Jun 2011 - May 2012 |
23.53% |
| 2 Years |
+10.28% |
+39.32% Mar 2009 - Feb 2011 |
-2.94% Mar 2014 - Feb 2016 |
1.87% |
| 3 Years |
+9.67% |
+23.87% Mar 2009 - Feb 2012 |
+3.36% Jan 2014 - Dec 2016 |
0.00% |
| 5 Years |
+9.50% |
+20.02% Mar 2009 - Feb 2014 |
+3.86% Mar 2011 - Feb 2016 |
0.00% |
| 7 Years |
+9.46% |
+12.96% Mar 2009 - Feb 2016 |
+7.50% Dec 2009 - Nov 2016 |
0.00% |
| 10 Years |
+10.32% |
+13.05% Mar 2009 - Feb 2019 |
+8.52% Oct 2009 - Sep 2019 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2019 |
+19.52% | 8.0 | 2.8 | 1.1 | 3.5 | -6.0 | 6.4 | 0.0 | -2.1 | 2.3 | 2.8 | ||
| 2018 |
-9.76% | 5.5 | -4.4 | -1.3 | 0.4 | 0.6 | -0.6 | 2.9 | 0.9 | 0.1 | -7.8 | 1.7 | -7.2 |
| 2017 |
+24.49% | 3.0 | 2.7 | 1.5 | 1.6 | 2.0 | 0.6 | 2.7 | 0.4 | 2.1 | 2.1 | 1.9 | 1.6 |
| 2016 |
+8.51% | -5.9 | -1.1 | 8.0 | 1.0 | 0.7 | -0.2 | 4.2 | 0.4 | 0.8 | -2.0 | 1.2 | 1.8 |
| 2015 |
-1.86% | -1.6 | 6.0 | -1.2 | 2.6 | 0.3 | -2.2 | 0.5 | -6.6 | -3.7 | 7.3 | -0.1 | -2.2 |
| 2014 |
+3.67% | -4.4 | 5.2 | 0.5 | 0.7 | 2.1 | 2.2 | -1.8 | 2.7 | -3.3 | 0.9 | 1.3 | -2.0 |
| 2013 |
+22.95% | 4.0 | -0.3 | 2.4 | 2.7 | -0.6 | -2.7 | 5.2 | -2.5 | 5.6 | 3.7 | 1.5 | 2.2 |
| 2012 |
+17.12% | 5.5 | 4.8 | 1.2 | -1.2 | -8.9 | 5.1 | 0.7 | 2.5 | 3.1 | -0.6 | 1.5 | 3.1 |
| 2011 |
-7.50% | 1.4 | 2.9 | -0.1 | 4.4 | -2.3 | -1.3 | -2.2 | -7.3 | -10.7 | 11.3 | -1.2 | -1.0 |
| 2010 |
+13.08% | -5.1 | 2.1 | 6.7 | -0.5 | -9.9 | -2.8 | 9.2 | -4.0 | 10.1 | 3.8 | -2.7 | 7.7 |
| 2009 |
+32.65% | -10.9 | -9.5 | 8.8 | 12.1 | 10.6 | -1.7 | 10.1 | 2.7 | 5.2 | -2.5 | 5.3 | 1.6 |