With a Lazy Portfolio, you can invest in stocks and bonds of the US area.
Based on the risk you want to face and following the time horizon you have set, you can choose the best mix of stocks and bonds.
Choose your Lazy Portfolio, and implement it with ETFs.
Click on column header to sort table.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Aug 2024.
Pending updates, the monthly inflation is set at 0% for the subsequent periods.
Inflation (annualized) is
1Y: 2.22%
, 5Y: 4.14%
, 10Y: 2.84%
, 30Y: 2.51%
Portfolio returns are updated to 30 September 2024.
Portfolio returns are updated to 30 September 2024.
Live Oct 2024 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 September 2024.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 September 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 September 2024.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 September 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Aug 2024.
Pending updates, the monthly inflation is set at 0% for the subsequent periods.
2024: 1.74%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
For further details about Dividends, click here.
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% Allocation |
Ann. Return (%) - Sep 30, 2024 |
Chg (%) |
Return (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
Ulcer Index |
YTD(%) |
Yearly Returns (%) |
||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | #ETF | Stocks | Bonds | Comm | 1Y | 5Y | 10Y | 30Y ▾ | Daily | Time(ET) | Oct 2024 | Sep 2024 | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 2024 | 2023 | 2022 | 2021 | 2024 | 2023 | 2022 | 2021 | |
US Stocks | 1 | 100 | 0 | 0 |
35.24
|
15.18
|
12.78
|
10.68
|
0.97 | Oct 04 2024 | -0.14 | 2.03 | 12.05 | 18.37 | 15.56 | 15.54 | 2.92 | 0.83 | 0.82 | 0.69 | -24.81 | -24.81 | -50.84 | 0.61 | 0.52 | 0.21 | 9.10 | 6.95 | 14.30 |
20.58
|
26.05
|
-19.51
|
25.67
|
0.97 | 1.80 | 1.33 | 1.51 | |
Stocks/Bonds 80/20 | 2 | 80 | 20 | 0 |
30.48
|
12.30
|
10.67
|
9.72
|
0.64 | Oct 04 2024 | -0.31 | 1.90 | 10.83 | 15.38 | 12.84 | 12.50 | 2.82 | 0.80 | 0.83 | 0.78 | -22.75 | -22.75 | -41.09 | 0.54 | 0.47 | 0.24 | 8.43 | 6.32 | 10.39 |
17.38
|
21.92
|
-18.23
|
20.16
|
1.23 | 2.08 | 1.51 | 1.62 | |
Stocks/Bonds 60/40 | 2 | 60 | 40 | 0 |
25.73
|
9.38
|
8.51
|
8.62
|
0.32 | Oct 04 2024 | -0.48 | 1.77 | 9.65 | 12.56 | 10.25 | 9.62 | 2.67 | 0.75 | 0.83 | 0.90 | -20.69 | -20.69 | -30.55 | 0.45 | 0.41 | 0.28 | 7.86 | 5.78 | 6.90 |
14.19
|
17.79
|
-16.95
|
14.66
|
1.50 | 2.36 | 1.69 | 1.73 | |
Stocks/Bonds 40/60 | 2 | 40 | 60 | 0 |
20.98
|
6.40
|
6.32
|
7.37
|
-0.01 | Oct 04 2024 | -0.65 | 1.63 | 8.54 | 9.98 | 7.89 | 6.99 | 2.46 | 0.64 | 0.80 | 1.05 | -18.63 | -18.63 | -19.17 | 0.34 | 0.34 | 0.38 | 7.44 | 5.38 | 4.20 |
10.99
|
13.67
|
-15.67
|
9.15
|
1.77 | 2.64 | 1.87 | 1.84 | |
Stocks/Bonds 20/80 | 2 | 20 | 80 | 0 |
16.24
|
3.37
|
4.08
|
6.00
|
-0.33 | Oct 04 2024 | -0.82 | 1.48 | 7.57 | 7.79 | 5.98 | 4.92 | 2.14 | 0.43 | 0.68 | 1.22 | -16.57 | -16.57 | -16.57 | 0.20 | 0.25 | 0.36 | 7.33 | 5.24 | 3.20 |
7.79
|
9.54
|
-14.39
|
3.64
|
2.04 | 2.92 | 2.05 | 1.95 | |
Total Bond US | 1 | 0 | 100 | 0 |
11.51
|
0.29
|
1.79
|
4.50
|
-0.66 | Oct 04 2024 | -0.99 | 1.32 | 6.82 | 6.35 | 5.07 | 4.24 | 1.69 | 0.05 | 0.35 | 1.06 | -17.28 | -17.28 | -17.28 | 0.02 | 0.10 | 0.26 | 9.04 | 6.50 | 3.87 |
4.59
|
5.41
|
-13.11
|
-1.86
|
2.31 | 3.20 | 2.23 | 2.06 |
Returns and KPIs are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends
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