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 8.83% compound annual return, with a 13.68% standard deviation (Last Update: August 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 Aug 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-2.10%
|
-2.10%
Aug 2019 - Aug 2019
|
0 - 1 | |
|
YTD
|
+13.69%
|
-5.97%
May 2019 - May 2019
|
6 - 2 | |
|
1Y
|
-1.01%
|
16.79%
|
-13.00%
Oct 2018 - Dec 2018
|
8 - 4 |
|
3Y
|
+9.14%
annualized
|
11.22%
|
-14.44%
Feb 2018 - Dec 2018
|
28 - 8 |
|
5Y
|
+5.66%
annualized
|
11.72%
|
-14.44%
Feb 2018 - Dec 2018
|
40 - 20 |
|
10Y
|
+8.83%
annualized
|
13.68%
|
-21.87%
May 2011 - Sep 2011
|
76 - 44 |
|
MAX
Dec 2008
|
+10.20%
annualized
|
15.30%
|
-21.87%
May 2011 - Sep 2011
|
81 - 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 |
+13.36% | 1 | 100 | 0 | 0 | |
| Warren Buffett |
+12.24% | 2 | 90 | 10 | 0 | |
| Core Four Rick Ferri |
+9.60% | 4 | 80 | 20 | 0 | |
| Four Funds Bogleheads |
+9.06% | 4 | 80 | 20 | 0 | |
| Three Funds Bogleheads |
+9.06% | 3 | 80 | 20 | 0 |
Capital Growth
Drawdowns
Rolling Returns
World Developed Stocks Portfolio: annualized rolling and average returns
| Return (*) | |||
|---|---|---|---|
| Rolling Period | Average | Best | Worst |
| 1 Year |
+10.91% |
+59.32% Mar 2009 - Feb 2010 |
-12.53% Jun 2011 - May 2012 |
| 2 Years |
+10.37% |
+39.32% Mar 2009 - Feb 2011 |
-2.94% Mar 2014 - Feb 2016 |
| 3 Years |
+9.65% |
+23.87% Mar 2009 - Feb 2012 |
+3.36% Jan 2014 - Dec 2016 |
| 5 Years |
+9.57% |
+20.02% Mar 2009 - Feb 2014 |
+3.86% Mar 2011 - Feb 2016 |
| 7 Years |
+9.47% |
+12.96% Mar 2009 - Feb 2016 |
+7.50% Dec 2009 - Nov 2016 |
| 10 Years |
+10.65% |
+13.05% Mar 2009 - Feb 2019 |
+8.83% Sep 2009 - Aug 2019 |
* 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 |
+13.69% | 8.0 | 2.8 | 1.1 | 3.5 | -6.0 | 6.4 | 0.0 | -2.1 | ||||
| 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 |