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Bradley Nuttall 80% Equity / 20% Fixed Interest Portfolio80/20

BNL Portfolio 80/20: 80% Equtiy and 20% Fixed Income, Highly Aggressive - Suitable for investors with a time horizon of approximately 10 years before they begin spending large amounts of their portfolio. This portfolio is acceptable for those seeking a higher degree of volatility in order to achieve higher portfolio growth.

Allocation: BNL Portfolio 80/20

Bradley Nutall IndicesAllocation (%)Approximate Number of Stocks and Bonds
80-20

 

risk-capacity-survey
New Zealand Equity 13.00 50
New Zealand Real Estate 7.00 6
Australian Large Cap 3.90 100
Australian Value 6.50 200
Australian Small Cap 2.60 460
Global Core 30.80 5200
Global Value 6.60 640
Global Real Estate 3.00 270
Emerging Markets 6.60 1300
Five-Year Global Fixed Income 10.00 80
New Zealand Fixed Income 8.00 60
Cash 2.00 1
Totals* 15.00 8367

Sources, Disclosures and Updates: See BNL Disclosure page, *some positions may be in multiple and thus double counted.

Risk and Return: BNL Portfolio 80/20

BNL Portfolio 80/202011201020093 Yrs5 Yrs10 Yrs21 Yrs
Growth ($) 0.95 1.11 1.24 1.31 1.08 1.73 4.64
Return (%) -4.56 11.03 24.05 9.54 1.57 5.65 8.91
Risk (%) 9.43 11.61 14.01 11.93 12.25 10.64 10.03

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Rolling Period Returns: BNL Portfolio 80/20 20 Years 1991 - 2011

Time PeriodHighest (%)Start DateLowest (%)Start Date
1 Month 9.64 Apr-09 -9.52 Aug-98
1 Year 38.75 Apr-09 -23.31 Nov-07
2 Years 23.93 Apr-09 -13.33 Apr-07
3 Years 22.61 Apr-03 -6.48 Apr-06
4 Years 19.03 Apr-03 -0.60 Oct-07
5 Years 15.52 Sep-95 1.57 Jan-07
6 Years 14.44 Feb-95 4.58 Oct-05
7 Years 13.08 Nov-92 3.03 Apr-02
8 Years 13.58 Nov-92 3.11 Apr-01
9 Years 13.46 Jan-91 3.66 Apr-00
10 Years 12.78 Feb-91 4.73 Apr-99
11 Years 11.95 Jan-91 4.76 Oct-00
12 Years 11.68 Feb-95 5.61 Jan-00

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Annual Returns: BNL Portfolio80/20 20 Years 1991 - 2011

80-20_Annual_Returns

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Histogram of Annual Returns: BNL Portfolio 80/20 20 Years 1991 - 2011

80-20_Histogram_of_Annual_Returns

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Growth of $1 in BNL Portfolios 20 Years 1991 - 2011

growth-of-1-barSources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

80-20_Growth_of_1_Line

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Risk Return Scatter Plot in BNL Portfolios 20 Years 1991 - 2011

80-20_Risk_Reward_Scatter_Plot

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

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