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ETF Aggressive Allocation · 80% equity

for period ending October 31, 2018
 
This portfolio recipe is provided by VizMetrics.
s.aggr is the Recipe ID for this portfolio recipe. This Recipe ID appears in the scatterplots below and on the Summary Page showing all portfolio recipes. You can invest in this portfolio recipe using the Recipe Ingredients listed below at FolioInvesting.com or your favorite brokerage. See How to Invest (below) for more details on how buy this portfolio recipe.
 
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – RebalanceTM process
 

How to Choose

Risk vs. return for s.aggr:   The scatterplots below show the best portfolio recipes as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio recipe. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.

For more metrics (Total Return, Risk and Volatility, Correlation) scroll down on this page. The Summary Page compares all portfolio recipes.
Maximum Drawdown vs. Annual Return
s.aggrPeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of s.aggr and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
 
Description   ETF Aggressive Allocation · 80% equity gives investors access to an easy-to-implement, fixed allocation portfolio that uses a high equity approach. This portfolio recipe uses exchange-traded funds and implements a Strategic Asset Allocation approach based on an aggressive, high-equity allocation with 80% equity..

Category   Strategic: DIY. This recipe builds a strategic, do-it-yourself portfolio. This recipe uses a fixed, static allocation.

Ingredients used   This portfolio recipe invests in exchange-traded funds (ETFs).

Peer Group   Strategic: DIY

You can see how this recipe has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio recipe uses a strategic (also called static, passive, or fixed) allocation for each of the eight ETFs in this portfolio recipe. The eight ETFs each represent an asset class. The steps to create this portfolio recipe are as follows:
  1. VizMetrics identifies the eight asset classes corresponding to the ETF Aggressive Allocation · 80% equity methodology.
  2. VizMetrics chooses an exchange-traded fund (ETF) to represent each of the eight asset classes.
  3. VizMetrics assigns a weighting (percent allocation) to each of the eight ETFs.
Cost   Access to this portfolio recipe is included at no extra charge as part of your VizMetrics Investor subscription. You can invest in this portfolio recipe using the Recipe Ingredients listed below at FolioInvesting.com or your favorite brokerage. This portfolio works with the Folio Unlimited Plan at FolioInvesting.com which allows you to purchase and rebalance all the underlying ETFs in one simple transaction. See How to Invest, below.
 

How to Invest

Recipe ingredients for this portfolio recipe appear on this page only if you have subscribed to VizMetrics Investor. Upgrade your subscription to see the full list of recipe ingredients and percentage allocation to each ingredient.

Once you have subscribed to VizMetrics Investor, you can invest using this portfolio recipe at FolioInvesting.com. Buy and rebalance with just a few clicks.

or you can also use the recipe ingredients on this page to invest at your favorite brokerage. for details on how to invest using this portfolio recipe, see How to Invest in a strategic portfolio
 

How to Rebalance

Where to get the recipe updates&nsbp;&nsbp;This portfolio recipe is available to VizMetrics Investor subscribers. Upgrade your subscription. After subscribing, the exact recipe (ingredient plus percentage allocation to each ingredient) appears on this page under a new section labelled "Recipe ingredients"Rebalancing steps
If you've invested using this portfolio recipe at FolioInvesting.com, you can quickly update your portfolio each month with a few clicks using automated settings. See how to rebalance your portfolio for details.
If you've invested at another brokerage, you need to update this portfolio each month to adhere to this portfolio's recipe. See How to rebalance your portfolio

Compare: Risk vs. Return

for period ending October 31, 2018
VizMetricsTM Score This is a 0 to 100 score that measures risk-adjusted return
 1 year3 year5 year7 year10 year
s.aggr61968687 
Peer Group* average82959491100
60% Equity / 40% Bonds93100100100100
Global Equities (ACWI)69100939593
U.S. Equities (SPY)96100100100100
U.S. Bonds (BND)88859788100
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Downside Deviation vs. Annual Return
s.aggrPeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of s.aggr and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
s.aggrPeer group recipesAll other recipesS&P 500 (SPY)U.S. Bonds (BND)Balanced (60% Equity / 40% Bonds)
The location of s.aggr and the identities of all the portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only. Upgrade your subscription. Only $15 per month. Cancel anytime.
M-squared
 1 year3 year5 year7 year10 year
s.aggr-11.9%-4.5%-6.9%-7.5% 
Peer Group* average-8.2%-4.3%-4.7%-5.7%-1.1%
60% Equity / 40% Bonds-3.0%-0.7%0.2%0.3%2.3%
Global Equities (ACWI)-7.4%-3.3%-5.1%-5.5%-4.9%
U.S. Equities (SPY)0.0%0.0%0.0%0.0%0.0%
U.S. Bonds (BND)-24.6%-10.3%-6.4%-8.7%0.2%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Alpha
 1 year3 year5 year7 year10 year
s.aggr-9.5%-3.0%-5.3%-5.8% 
Peer Group* average-4.2%-1.0%-1.2%-1.6%0.6%
60% Equity / 40% Bonds-1.8%-0.3%0.3%0.4%1.6%
Global Equities (ACWI)-7.0%-2.7%-4.6%-4.9%-4.9%
U.S. Equities (SPY)0.0%0.0%0.0%0.0%0.0%
U.S. Bonds (BND)-4.0%-0.1%1.4%1.5%3.7%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Sharpe
 1 year3 year5 year7 year10 year
s.aggr-0.480.650.410.63 
Peer Group* average-0.190.660.610.780.88
60% Equity / 40% Bonds0.221.021.061.351.11
Global Equities (ACWI)-0.110.770.580.810.64
U.S. Equities (SPY)0.481.101.051.320.96
U.S. Bonds (BND)-1.560.030.420.480.96
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Total Return

for period ending October 31, 2018
5-year graph s.aggrGlobal equities (ACWI)U.S. equities (SPY)U.S. bonds (BND)60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
 Year-to-dateOct 20181 year3 year5 year7 year10 year
s.aggr-6.9%-6.5%-3.7%6.6%4.1%6.4% 
Peer Group* average-2.3%-4.2%0.2%5.4%4.7%6.0%9.0%
60% Equity / 40% Bonds0.5%-4.8%3.2%7.2%7.2%9.0%9.8%
Global Equities (ACWI)-3.6%-7.4%-0.2%8.2%6.2%8.9%9.5%
U.S. Equities (SPY)2.7%-6.9%7.2%11.4%11.2%13.9%13.1%
U.S. Bonds (BND)-2.4%-0.9%-2.0%1.0%1.8%1.8%3.8%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: AllRank: AllRank: All
Historical Return
 20132014201520162017
s.aggr12.0%2.6%-6.6%11.7%20.8%
Peer Group* average8.7%7.4%-2.3%8.7%12.7%
60% Equity / 40% Bonds18.1%9.9%0.7%8.8%13.9%
Global Equities (ACWI)22.3%2.4%-2.2%8.4%24.3%
U.S. Equities (SPY)32.3%13.5%1.3%12.0%21.7%
U.S. Bonds (BND)-2.1%5.8%0.6%2.5%3.5%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Risk & Volatility

for period ending October 31, 2018
Maximum Drawdown
 1 year3 year5 year7 year10 year
s.aggr-11.1%-11.1%-15.4%-15.4% 
Peer Group* average-5.6%-6.6%-9.4%-10.1%-14.4%
60% Equity / 40% Bonds-4.9%-4.9%-5.2%-5.2%-11.9%
Global Equities (ACWI)-8.8%-8.8%-13.4%-13.4%-21.9%
U.S. Equities (SPY)-6.9%-6.9%-8.5%-8.5%-18.1%
U.S. Bonds (BND)-2.4%-3.7%-3.7%-4.0%-4.0%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Standard Deviation
 1 year3 year5 year7 year10 year
s.aggr9.7%9.5%9.9%10.6% 
Peer Group* average7.1%7.2%7.5%7.7%11.1%
60% Equity / 40% Bonds7.6%6.4%6.6%6.7%9.1%
Global Equities (ACWI)11.4%10.2%10.9%11.6%17.1%
U.S. Equities (SPY)12.6%10.3%11.1%11.2%15.2%
U.S. Bonds (BND)2.2%2.8%2.9%2.9%3.7%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Downside Deviation
 1 year3 year5 year7 year10 year
s.aggr7.7%6.1%6.6%6.8% 
Peer Group* average5.8%4.6%4.8%4.8%6.6%
60% Equity / 40% Bonds5.7%4.1%4.0%3.9%5.4%
Global Equities (ACWI)8.9%6.7%7.1%7.4%10.8%
U.S. Equities (SPY)8.9%6.4%6.5%6.4%9.3%
U.S. Bonds (BND)1.9%2.0%1.8%1.9%1.9%
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All
Beta
 1 year3 year5 year7 year10 year
s.aggr0.730.830.840.87 
Peer Group* average0.490.530.500.530.63
60% Equity / 40% Bonds0.620.630.600.610.61
Global Equities (ACWI)0.920.950.961.001.10
U.S. Equities (SPY)1.001.001.001.001.00
U.S. Bonds (BND)0.050.01-0.02-0.01-0.02
Ranking: Peer Group*Rank: GroupRank: GroupRank: GroupRank: GroupRank: Group
Ranking: All RecipesRank: AllRank: AllRank: AllRank: AllRank: All

Compare: Correlation

for period ending October 31, 2018
 1 year3 year5 year7 year10 year
to Global Stocks (ACWI)0.960.960.960.97 
to S&P500 (SPY)0.860.860.880.87 
to U.S. Bonds (BND)0.210.230.080.12 
to Commodities (DBC)0.620.430.470.50 
to Gold (GLD)0.220.100.080.21