Dynamic Portfolio

The portfolio invests in a mix of stable assets, high yield bonds and more volatile assets such as equities (max 50%).

It ranges from European and American government bonds to high yield bonds, from bonds of emerging countries to subordinated bank bonds, from real estate to equities.

It is a diversified portfolio across all sub-funds but with a preference for equity assets.

It is a very flexible portfolio to try to seize the best opportunities that arise in the markets.

Characterized by a dynamic approach to increase or decrease the weight of the equity part according to the momentum of the markets.

MINIMUM RECOMMENDED TIME HORIZON: 5 years5 anni
5 anni
LAST 11 YEARS PERFORMANCE: + 171,11%100
100
LAST 11 YEARS VOLATILITY:8,57%9
9

INSTRUMENTS USED: Bond ETFs, Equity ETFs, Gold ETFs, Real Estate Etf.

RISK*: medium – high70
70
AVERAGE ANNUAL RETURN: + 9,20%10
10
LAST 11 YEARS AVERAGE DRAWDOWN**: 6,62% 7
7

*intended as investment volatility

**only in March 2020, at the same time as the release of COVID-19, max drawdown 17.00%.

Historical Data Standard Dynamic Portfolio

wdt_ID Periodo Rendimento Annuale Rendimento Cumulativo Volatilità Max DrawDown
1 2011 2.61% 0.69% 9.15% 8.00%
2 2012 12.91% 14.66% 5.97% 2.70%
3 2013 7.74% 23.73% 6.58% 8.00%
4 2014 17.49% 47.33% 6.82% 4.40%
5 2015 4.53% 52.06% 10.86% 9.60%
6 2016 11.20% 70.13% 7.35% 7.10%
7 2017 3.69% 76.34% 5.93% 5.50%
8 2018 -2.93% 70.59% 8.33% 5.00%
9 2019 17.75% 103.66% 6.92% 3.00%
10 2020 17.42% 139.86% 15.05% 17.00%
11 2021 11.14% 171.11% 7.44% 2.47%
wdt_ID 2011-2021 Portafoglio Modello Dinamico
1 Rendimento medio 9.20%
2 Rendimento cumulativo 171.11%
3 Rendimento cumulativo annualizzato 15.56%
4 Volatilità media 8.57%
5 Drawdown medio 6.62%

Cumulative Return (%) Standard Dynamic Portfolio

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