Last Update: 31 January 2021

The Dynamic 40/60 Income Portfolio obtained a 6.38% compound annual return, with a 6.65% standard deviation, in the last 10 years.

The Ray Dalio All Weather Portfolio obtained a 7.7% compound annual return, with a 5.91% standard deviation, in the last 10 years.

Summary

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Dynamic 40/60 Income Portfolio Ray Dalio All Weather Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 30%
Fixed Income 60% 55%
Commodities 0% 15%
10 Years Stats Return +6.38% +7.70%
Std Dev 6.65% 5.91%
Max Drawdown -12.42% -6.93%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Dynamic 40/60 Income Portfolio -0.84 +6.39 +6.45 +6.78 +6.19 +7.51 +6.38 +6.09
Ray Dalio All Weather Portfolio -1.48 +4.47 +0.56 +9.82 +8.72 +8.63 +7.70 +7.02
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Dynamic 40/60 Income Portfolio Ray Dalio All Weather Portfolio
2021
-0.84% -1.48%
2020
+8.28% +14.68%
2019
+15.91% +18.22%
2018
-3.18% -3.19%
2017
+9.18% +11.47%
2016
+7.53% +5.86%
2015
+0.21% -3.72%
2014
+7.01% +12.52%
2013
+6.13% +2.15%
2012
+12.70% +6.72%
2011
+2.96% +15.59%
2010
+11.25% +12.53%
2009
+22.37% +2.34%
2008
-14.80% +1.34%
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