Balanced Lazy Portfolios: ex US Developed Countries Area

With a Lazy Portfolio, you can invest in stocks and bonds of the developed countries belonging to MSCI World index.

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.
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Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Oct 2024. Inflation (annualized) is 1Y: 2.58% , 5Y: 4.17% , 10Y: 2.88% , 30Y: 2.52%
Portfolio returns are updated to 31 October 2024.
Live Nov 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
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 31 October 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 October 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Oct 2024. 2024: 2.17%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
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% Allocation
Ann. Return (%) - Oct 31, 2024
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
Ulcer Index
YTD(%)
Yearly Returns (%)
Portfolio Author #ETF Stocks Bonds Comm 1Y 5Y 10Y 30Y ▾ Daily Time(ET) Nov 2024 Oct 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
Developed World ex-US 40/60 2 40 60 0
14.63
2.49
3.53
5.45
 -0.19 Nov 20 2024 -0.56 -2.57 8.01 9.44 7.53 7.43 1.83 0.26 0.47 0.73 -19.57 -19.57 -26.17 0.13 0.18 0.21 7.38 5.46 5.09
4.18
12.45
-13.80
3.30
 1.72 4.26 1.75 3.51
Developed World ex-US 60/40 2 60 40 0
17.17
3.83
4.21
5.43
 -0.22 Nov 20 2024 -1.00 -3.45 9.71 12.21 10.01 10.21 1.77 0.31 0.42 0.53 -22.40 -22.40 -37.49 0.17 0.19 0.14 7.99 6.25 8.52
4.94
14.28
-14.32
6.09
 1.74 4.05 1.98 3.50
Developed World ex-US 20/80 2 20 80 0
12.10
1.14
2.80
5.34
 -0.15 Nov 20 2024 -0.12 -1.66 6.43 7.04 5.47 5.26 1.88 0.16 0.51 1.02 -16.80 -16.80 -16.80 0.07 0.17 0.32 7.10 5.10 3.73
3.42
10.62
-13.28
0.51
 1.70 4.46 1.53 3.53
Developed World ex-US 80/20 2 80 20 0
19.74
5.15
4.84
5.26
 -0.25 Nov 20 2024 -1.44 -4.31 11.45 15.19 12.68 13.29 1.72 0.34 0.38 0.40 -25.24 -25.24 -47.74 0.20 0.19 0.11 8.80 7.41 13.11
5.71
16.11
-14.84
8.88
 1.76 3.85 2.20 3.48
Total Bond Developed World ex-US 1 0 100 0
9.59
-0.23
2.01
5.10
 -0.12 Nov 20 2024 0.32 -0.72 5.11 5.40 4.34 4.53 1.88 -0.04 0.46 1.13 -14.88 -14.88 -14.88 -0.02 0.14 0.34 7.76 5.56 3.66
2.65
8.79
-12.76
-2.28
 1.68 4.66 1.31 3.55
Developed World ex-US Stocks 1 100 0 0
22.32
6.45
5.41
4.94
 -0.28 Nov 20 2024 -1.88 -5.13 13.21 18.35 15.49 16.55 1.69 0.35 0.35 0.30 -28.08 -28.08 -57.00 0.23 0.19 0.09 9.74 8.82 18.42
6.47
17.94
-15.36
11.67
 1.78 3.65 2.42 3.46
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
Returns refer to investiments in US Dollars.
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