High yield bond portfolio

The portfolio invests in the bond segments that offer the highest yields on the market.

It also diversifies on Etf’s in currencies other than the euro: max 30% in dollars, max 10% in currencies of emerging countries.

May also have equity Etf’s that pay a high dividend (max 10%) and real estate Etf’s (max 10%)

It ranges from European to American high yield bonds, from government bonds of emerging countries with or without exchange rate risk hedging to corporate bonds of emerging countries, from real estate to subordinated bank bonds.

This is a diversified and flexible portfolio, in order to take advantage of the opportunities created by the various sectors and individual bonds.

MINIMUM RECOMMENDED TIME HORIZON: 3 years3 anni
3 anni
LAST 11 YEARS PERFORMANCE: + 81,09%81
81
LAST 11 YEARS VOLATILITY: 6,86%7
7

INSTRUMENTS USED: Bond ETFs, Real Estate ETFs, Equity ETFs

RISK*: medium – low40
40
AVERAGE ANNUAL RETURN: +5,66%7
7
LAST 11 YEARS AVERAGE DRAWDOWN **: 5,32%6
6

*intended as investment volatility

**only in March 2020, at the same time as the release of COVID-19, max drawdown 16.30%.

Historical Data Standard High Yield Bond Portfolio

wdt_ID Periodo Rendimento Annuale Rendimento Cumulativo Volatilità Max DrawDown
1 2011 1.63% 1.18% 8.93% 10.80%
2 2012 15.53% 18.08% 7.14% 1.17%
3 2013 2.23% 20.50% 6.59% 5.80%
4 2014 10.96% 34.35% 5.95% 1.50%
5 2015 3.48% 38.81% 7.40% 8.20%
6 2016 8.86% 51.67% 6.60% 5.00%
7 2017 1.69% 54.14% 4.56% 3.20%
8 2018 0.21% 54.30% 4.64% 4.50%
9 2019 9.37% 69.35% 5.17% 1.00%
10 2020 0.41% 68.85% 12.62% 16.30%
11 2021 6.75% 81.09% 2.96% 1.10%
wdt_ID 2011-2021 Portafoglio Modello Alto Rendimento Obbligazionario
1 Rendimento medio 5.66%
2 Rendimento cumulativo 81.09%
3 Rendimento cumulativo annualizzato 7.37%
4 Volatilità media 6.86%
5 Drawdown medio 5.32%

Cumulative Yield (%) Standard High Yield Bond Portfolio

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