Last Update: 30 September 2020
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 8.69% compound annual return, with a 13.95% standard deviation.
In 2019, the portfolio granted a 2.90% dividend yield. If you are interested in getting periodic income, please refer to the World Developed Stocks Portfolio: Dividend Yield page.
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 |
Portfolio and ETF Returns
The World Developed Stocks Portfolio guaranteed the following returns.
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | |
|---|---|---|---|---|---|---|---|
| World Developed Stocks Portfolio | -2.92 | +8.35 | +29.67 | +10.11 | +6.89 | +10.35 | +8.69 |
| Components | |||||||
| VT - Vanguard Total World Stock | -2.92 | +8.35 | +29.67 | +10.11 | +6.89 | +10.35 | +8.69 |
- a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
- the reinvestment of dividends
If you are interested in getting periodic income, please refer to the World Developed Stocks Portfolio: Dividend Yield page.
Historical Returns
World Developed Stocks Portfolio - Historical returns and stats.
| Period | Returns Sep 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-2.92%
|
-2.92%
Sep 2020 - Sep 2020
|
0 - 1 | |
|
3M
|
+8.35%
|
-2.92%
Sep 2020 - Sep 2020
|
2 - 1 | |
|
6M
|
+29.67%
|
-2.92%
Sep 2020 - Sep 2020
|
5 - 1 | |
|
YTD
|
+0.96%
|
-22.15%
Jan 2020 - Mar 2020
|
5 - 4 | |
|
1Y
|
+10.11%
|
22.42%
|
-22.15%
Jan 2020 - Mar 2020
|
8 - 4 |
|
3Y
|
+6.89%
annualized
|
16.91%
|
-22.15%
Jan 2020 - Mar 2020
|
25 - 11 |
|
5Y
|
+10.35%
annualized
|
14.47%
|
-22.15%
Jan 2020 - Mar 2020
|
43 - 17 |
|
10Y
|
+8.69%
annualized
|
13.95%
|
-22.15%
Jan 2020 - Mar 2020
|
78 - 42 |
|
MAX
01 Jan 2009
|
+10.32%
annualized
|
15.98%
|
-22.15%
Jan 2020 - Mar 2020
|
90 - 51 |
* Annualized St.Dev. of monthly returns
Best Very High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|
| Technology |
+20.14% | 100 | 0 | 0 | Compare | |
| US Stocks |
+13.48% | 100 | 0 | 0 | Compare | |
| Warren Buffett |
+12.62% | 90 | 10 | 0 | Compare | |
| Second Grader's Starter Paul Farrell |
+9.82% | 90 | 10 | 0 | Compare | |
| Edge Select Aggressive Merrill Lynch |
+9.41% | 84 | 16 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns
World Developed Stocks Portfolio: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+10.56% |
+59.32% Mar 2009 - Feb 2010 |
-12.53% Jun 2011 - May 2012 |
23.08% |
| 2 Years |
+9.61% |
+39.32% Mar 2009 - Feb 2011 |
-5.37% Apr 2018 - Mar 2020 |
3.39% |
| 3 Years |
+9.43% |
+23.87% Mar 2009 - Feb 2012 |
+1.10% Apr 2017 - Mar 2020 |
0.00% |
| 5 Years |
+9.17% |
+20.02% Mar 2009 - Feb 2014 |
+2.78% Apr 2015 - Mar 2020 |
0.00% |
| 7 Years |
+9.19% |
+12.96% Mar 2009 - Feb 2016 |
+5.12% Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
+9.45% |
+13.05% Mar 2009 - Feb 2019 |
+5.97% Apr 2010 - Mar 2020 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Seasonality and Yearly/Monthly Returns
World Developed Stocks Portfolio Seasonality
| Months | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average | -0.2 | 0.3 | 1.1 | 3.1 | -0.5 | 0.5 | 3.1 | -0.6 | 0.7 | 1.7 | 1.2 | 0.8 |
| Best |
8.0 2019 |
6.0 2015 |
8.8 2009 |
12.1 2009 |
10.6 2009 |
6.4 2019 |
10.1 2009 |
6.0 2020 |
10.1 2010 |
11.3 2011 |
5.3 2009 |
7.7 2010 |
| Worst |
-10.9 2009 |
-9.5 2009 |
-14.8 2020 |
-1.2 2012 |
-9.9 2010 |
-2.8 2010 |
-2.2 2011 |
-7.3 2011 |
-10.7 2011 |
-7.8 2018 |
-2.7 2010 |
-7.2 2018 |
| Gain Frequency |
50 | 58 | 67 | 83 | 58 | 42 | 83 | 58 | 67 | 64 | 73 | 64 |
Detail of Monthly Returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2020 |
+0.96% | -1.6 | -7.2 | -14.8 | 10.4 | 5.2 | 3.1 | 5.3 | 6.0 | -2.9 | |||
| 2019 |
+26.82% | 8.0 | 2.8 | 1.1 | 3.5 | -6.0 | 6.4 | 0.0 | -2.1 | 2.3 | 2.8 | 2.6 | 3.5 |
| 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 |