Last Update: 30 September 2020

The Burton Malkiel Late Sixties and Beyond Portfolio is exposed for 71% on the Stock Market.

It's a High Risk portfolio and it can be replicated with 8 ETFs.

In the last 10 years, the portfolio obtained a 7.91% compound annual return, with a 9.91% standard deviation.

In 2019, the portfolio granted a 3.19% dividend yield. If you are interested in getting periodic income, please refer to the Burton Malkiel Late Sixties and Beyond Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Burton Malkiel Late Sixties and Beyond Portfolio has the following asset allocation:

71% Stocks
29% Fixed Income
0% Commodities

The Burton Malkiel Late Sixties and Beyond Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
20.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
16.00 % VIG Vanguard Dividend Appreciation Equity, U.S., Large Cap
15.00 % VNQ Vanguard Real Estate Real Estate, U.S.
10.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
10.00 % EFA iShares MSCI EAFE Equity, EAFE, Large Cap
10.00 % BIL SPDR Blmbg Barclays 1-3 Mth T-Bill Bond, U.S., Ultra Short-Term
9.50 % EMB iShares JP Morgan USD Em Mkts Bd Bond, Emerging Markets, All-Term
9.50 % LQD iShares Investment Grade Corporate Bond Bond, U.S., All-Term
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Burton Malkiel Late Sixties and Beyond Portfolio guaranteed the following returns.

BURTON MALKIEL LATE SIXTIES AND BEYOND PORTFOLIO RETURNS (%)
Last Update: 30 September 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Burton Malkiel Late Sixties and Beyond Portfolio -1.83 +5.44 +19.97 +4.76 +6.27 +8.55 +7.91
Components
VTI - Vanguard Total Stock Market -3.54 +9.24 +33.25 +14.90 +11.63 +13.68 +13.48
VIG - Vanguard Dividend Appreciation -1.05 +10.28 +25.64 +9.65 +12.86 +14.04 +12.53
VNQ - Vanguard Real Estate -2.68 +1.31 +15.01 -12.28 +2.33 +5.19 +8.48
EEM - iShares MSCI Emerging Markets -1.01 +10.25 +29.94 +10.81 +1.84 +8.47 +1.94
EFA - iShares MSCI EAFE -2.05 +4.57 +20.74 +0.09 +0.48 +5.08 +4.54
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill -0.02 -0.01 -0.05 +0.78 +1.45 +0.98 +0.46
EMB - iShares JP Morgan USD Em Mkts Bd -2.08 +2.43 +17.03 +2.02 +3.20 +5.77 +4.75
LQD - iShares Investment Grade Corporate Bond -0.44 +0.82 +10.61 +8.89 +7.07 +6.48 +5.48
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Burton Malkiel Late Sixties and Beyond Portfolio: Dividend Yield page.

Historical Returns

Burton Malkiel Late Sixties and Beyond Portfolio - Historical returns and stats.

BURTON MALKIEL LATE SIXTIES AND BEYOND PORTFOLIO
Last Update: 30 September 2020
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Period Returns
Sep 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.83%
-1.83%
Sep 2020 - Sep 2020
0 - 1
3M
+5.44%
-1.83%
Sep 2020 - Sep 2020
2 - 1
6M
+19.97%
-1.83%
Sep 2020 - Sep 2020
5 - 1
YTD
-0.21%
-16.82%
Jan 2020 - Mar 2020
5 - 4
1Y
+4.76%
16.79%
-16.82%
Jan 2020 - Mar 2020
8 - 4
3Y
+6.27%
annualized
12.35%
-16.82%
Jan 2020 - Mar 2020
26 - 10
5Y
+8.55%
annualized
10.56%
-16.82%
Jan 2020 - Mar 2020
44 - 16
10Y
+7.91%
annualized
9.91%
-16.82%
Jan 2020 - Mar 2020
83 - 37
MAX
01 Jan 2008
+6.18%
annualized
12.89%
-38.92%
Jun 2008 - Feb 2009
101 - 52

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Burton Malkiel Late Sixties and Beyond Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.89% +49.65%
Mar 2009 - Feb 2010
-35.62%
Mar 2008 - Feb 2009
17.61%
2 Years
+8.52% +33.68%
Mar 2009 - Feb 2011
-3.96%
Jun 2008 - May 2010
5.38%
3 Years
+8.54% +23.17%
Mar 2009 - Feb 2012
+2.00%
Jan 2008 - Dec 2010
0.00%
5 Years
+8.34% +17.95%
Mar 2009 - Feb 2014
+3.12%
Apr 2015 - Mar 2020
0.00%
7 Years
+8.33% +12.90%
Apr 2009 - Mar 2016
+4.88%
Apr 2013 - Mar 2020
0.00%
10 Years
+8.50% +12.03%
Mar 2009 - Feb 2019
+6.22%
May 2008 - Apr 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Burton Malkiel Late Sixties and Beyond Portfolio Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.1 -0.1 1.0 2.7 -0.2 0.0 2.3 -0.2 -0.1 -0.1 0.3 1.4
Best 7.0
2019
3.9
2014
6.5
2016
10.8
2009
5.9
2009
4.6
2019
7.1
2009
3.7
2009
6.0
2010
8.9
2011
4.7
2009
7.6
2008
Worst -8.6
2009
-9.3
2009
-12.1
2020
-0.4
2018
-5.9
2010
-6.6
2008
-1.1
2014
-4.9
2015
-7.3
2011
-17.1
2008
-5.1
2008
-5.1
2018
Gain
Frequency
54 69 77 92 54 54 77 62 62 58 58 75

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-0.21% -0.3 -5.1 -12.1 7.5 3.5 2.3 4.1 3.1 -1.8
2019
+22.55% 7.0 1.7 1.8 2.0 -3.1 4.6 0.6 0.2 1.2 1.4 1.1 2.4
2018
-5.90% 2.4 -4.0 0.0 -0.4 0.9 0.0 2.5 0.8 0.2 -5.1 2.2 -5.1
2017
+16.49% 1.8 2.5 0.4 1.2 1.2 0.7 1.8 0.5 1.1 1.2 1.7 1.3
2016
+8.48% -3.1 0.0 6.5 0.3 0.4 2.4 3.0 -0.3 0.0 -2.2 -0.3 1.8
2015
-1.63% 0.5 2.4 -0.6 0.3 -0.2 -2.4 1.2 -4.9 -1.2 5.0 -0.2 -1.1
2014
+9.01% -2.1 3.9 0.7 1.2 2.0 1.3 -1.1 2.5 -3.1 3.0 1.3 -0.6
2013
+12.49% 2.5 0.4 1.8 2.8 -1.7 -2.3 3.1 -3.1 3.8 3.4 0.1 1.2
2012
+14.20% 4.3 2.5 1.3 0.1 -5.1 3.7 1.5 1.3 1.6 -0.5 0.9 2.1
2011
+1.01% 0.9 2.5 0.4 3.3 -0.5 -1.2 -0.7 -4.3 -7.3 8.9 -1.2 1.1
2010
+14.47% -3.1 2.3 5.3 1.9 -5.9 -2.5 6.6 -1.8 6.0 2.8 -1.5 4.4
2009
+25.30% -8.6 -9.3 6.3 10.8 5.9 -0.4 7.1 3.7 4.6 -2.1 4.7 2.1
2008
-26.02% -3.5 -1.2 0.8 4.0 0.6 -6.6 -0.2 0.1 -6.9 -17.1 -5.1 7.6
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