Balanced portfolio

The portfolio invests in a balanced mix of stable assets, high-yield bonds and more volatile assets such as equities (max. 25%).

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

It is a diversified portfolio across all sub-funds to reduce the volatility of equity assets and very flexible to try to seize the best opportunities that arise in the markets.

Characterized by a dynamic approach to increase or decrease or even zero the weight of the equity part depending on the momentum of the markets.

Remember that in the last 20 years the stock market has lost 3 times more than 40% (2000-2003, 2007-2009, 2020). This is why it is essential to balance the portfolio and exit the stock market when the situation becomes dangerous, and then re-enter at much lower prices.

MINIMUM RECOMMENDED TIME HORIZON: 5 years5 anni
5 anni
LAST 11 YEARS PERFORMANCE: + 104,51%90
90
LAST 11 YEARS VOLATILITY: 6,15%7
7

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

RISK: medium – low40
40
AVERAGE ANNUAL RETURN: + 6,53%10
10
LAST 11 YEARS AVERAGE DRAWDOWN: 5,81%6
6

*intended as investment volatility

**only in March 2020, at the same time as the release of COVID-19, max drawdown 19.00%.

Historical Data Standard Balanced Portfolio

wdt_ID Periodo Rendimento Annuale Rendimento Cumulativo Volatilità Max DrawDown
1 2011 0.16% -1.92% 6.45% 8.00%
2 2012 13.84% 12.82% 4.65% 2.00%
3 2013 2.16% 15.19% 4.79% 7.00%
4 2014 15.89% 34.99% 6.47% 1.50%
5 2015 10.77% 48.63% 8.00% 10.00%
6 2016 7.36% 60.13% 4.84% 5.00%
7 2017 0.43% 60.73% 3.37% 4.00%
8 2018 2.20% 63.96% 7.02% 5.00%
9 2019 13.51% 87.84% 3.59% 1.00%
10 2020 0.87% 88.40% 10.66% 19.00%
11 2021 7.38% 104.51% 4.61% 1.40%
wdt_ID 2011-2021 Portafoglio Modello Bilanciato
1 Rendimento medio 6.53%
2 Rendimento cumulativo 104.51%
3 Rendimento cumulativo annualizzato 9.50%
4 Volatilità media 6.15%
5 Drawdown medio 5.81%

Cumulative Return (%) Standard Balanced Portfolio

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