Last Update: 31 May 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 7.95% compound annual return, with a 10.17% 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

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: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Burton Malkiel Late Sixties and Beyond Portfolio +3.53 -2.16 -5.20 +3.71 +5.02 +5.33 +7.95
Components
VTI - Vanguard Total Stock Market +5.40 +2.65 -2.97 +11.28 +9.52 +9.14 +12.78
VIG - Vanguard Dividend Appreciation +3.60 +2.89 -3.05 +10.51 +10.31 +9.97 +12.12
VNQ - Vanguard Real Estate +1.73 -10.67 -15.29 -7.67 +2.11 +3.86 +8.83
EEM - iShares MSCI Emerging Markets +2.97 -6.89 -9.43 -4.64 -0.61 +0.51 +2.00
EFA - iShares MSCI EAFE +5.43 -4.18 -11.55 -2.83 -0.42 +0.70 +5.24
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill -0.02 +0.17 +0.52 +1.49 +1.57 +0.98 +0.46
EMB - iShares JP Morgan USD Em Mkts Bd +6.27 -5.66 -2.91 +1.31 +2.14 +3.84 +5.30
LQD - iShares Investment Grade Corporate Bond +2.46 +0.65 +4.79 +12.85 +6.70 +5.71 +6.08
(*) 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: 31 May 2020
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Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.53%
0.00%
1 - 0
3M
-2.16%
-12.08%
Mar 2020 - Mar 2020
2 - 1
6M
-5.20%
-16.82%
Jan 2020 - Mar 2020
3 - 3
YTD
-7.44%
-16.82%
Jan 2020 - Mar 2020
2 - 3
1Y
+3.71%
16.45%
-16.82%
Jan 2020 - Mar 2020
9 - 3
3Y
+5.02%
annualized
11.99%
-16.82%
Jan 2020 - Mar 2020
27 - 9
5Y
+5.33%
annualized
10.70%
-16.82%
Jan 2020 - Mar 2020
42 - 18
10Y
+7.95%
annualized
10.17%
-16.82%
Jan 2020 - Mar 2020
82 - 38
MAX
01 Jan 2008
+5.71%
annualized
12.97%
-38.92%
Jun 2008 - Feb 2009
98 - 51

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 10Y annualized return.

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Simple Path to Wealth
JL Collins
+10.68% 2 75 25 0 Compare
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+9.37% 2 60 40 0 Compare
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+8.72% 3 66.67 33.33 0 Compare
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+8.50% 12 69 31 0 Compare

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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
+7.99% +49.65%
Mar 2009 - Feb 2010
-35.62%
Mar 2008 - Feb 2009
18.12%
2 Years
+8.59% +33.68%
Mar 2009 - Feb 2011
-3.96%
Jun 2008 - May 2010
5.56%
3 Years
+8.62% +23.17%
Mar 2009 - Feb 2012
+2.00%
Jan 2008 - Dec 2010
0.00%
5 Years
+8.37% +17.95%
Mar 2009 - Feb 2014
+3.12%
Apr 2015 - Mar 2020
0.00%
7 Years
+8.38% +12.90%
Apr 2009 - Mar 2016
+4.88%
Apr 2013 - Mar 2020
0.00%
10 Years
+8.52% +12.03%
Mar 2009 - Feb 2019
+6.22%
May 2008 - Apr 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-7.44% -0.3 -5.1 -12.1 7.5 3.5
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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