Last Update: 31 March 2021
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 8.28% compound annual return, with a 10.15% standard deviation.
In 2020, the portfolio granted a 2.27% 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:
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.
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | |
|---|---|---|---|---|---|---|---|
| Burton Malkiel Late Sixties and Beyond Portfolio | +2.46 | +3.04 | +13.60 | +36.29 | +9.99 | +9.85 | +8.28 |
| Components | |||||||
| VTI - Vanguard Total Stock Market | +3.65 | +6.54 | +22.26 | +62.90 | +17.17 | +16.69 | +13.80 |
| VIG - Vanguard Dividend Appreciation | +6.03 | +4.56 | +15.27 | +44.82 | +15.49 | +14.82 | +12.54 |
| VNQ - Vanguard Real Estate | +5.15 | +8.79 | +18.88 | +36.73 | +11.00 | +6.13 | +8.91 |
| EEM - iShares MSCI Emerging Markets | -0.73 | +3.23 | +22.24 | +58.83 | +5.68 | +11.59 | +3.05 |
| EFA - iShares MSCI EAFE | +2.51 | +3.99 | +20.36 | +45.32 | +5.89 | +8.92 | +5.45 |
| BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill | -0.01 | -0.02 | -0.02 | -0.07 | +1.26 | +0.98 | +0.45 |
| EMB - iShares JP Morgan USD Em Mkts Bd | -0.73 | -5.47 | +0.18 | +17.25 | +3.64 | +4.51 | +4.96 |
| LQD - iShares Investment Grade Corporate Bond | -1.48 | -5.47 | -2.26 | +8.11 | +6.85 | +5.14 | +5.46 |
- 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.
| Period | Returns Mar 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+2.46%
|
0.00%
|
1 - 0 | |
|
3M
|
+3.04%
|
-0.63%
Jan 2021 - Jan 2021
|
2 - 1 | |
|
6M
|
+13.60%
|
-1.47%
Oct 2020 - Oct 2020
|
4 - 2 | |
|
YTD
|
+3.04%
|
-0.63%
Jan 2021 - Jan 2021
|
2 - 1 | |
|
1Y
|
+36.29%
|
10.50%
|
-3.27%
Sep 2020 - Oct 2020
|
9 - 3 |
|
3Y
|
+9.99%
annualized
|
12.98%
|
-16.82%
Jan 2020 - Mar 2020
|
26 - 10 |
|
5Y
|
+9.85%
annualized
|
10.59%
|
-16.82%
Jan 2020 - Mar 2020
|
45 - 15 |
|
10Y
|
+8.28%
annualized
|
10.15%
|
-16.82%
Jan 2020 - Mar 2020
|
82 - 38 |
|
MAX
01 Jan 2008
|
+6.96%
annualized
|
12.87%
|
-38.92%
Jun 2008 - Feb 2009
|
105 - 54 |
* Annualized St.Dev. of monthly returns
Best High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|
| Simple Path to Wealth JL Collins |
+11.30% | 75 | 25 | 0 | Compare | |
| Stocks/Bonds 60/40 |
+9.76% | 60 | 40 | 0 | Compare | |
| Edge Select Moderately Aggressive Merrill Lynch |
+8.97% | 69 | 31 | 0 | Compare | |
| Yale Endowment David Swensen |
+8.90% | 70 | 30 | 0 | Compare | |
| Talmud Portfolio Roger Gibson |
+8.90% | 66.67 | 33.33 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns ( more details)
Burton Malkiel Late Sixties and Beyond Portfolio: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+8.14% |
+49.65% Mar 2009 - Feb 2010 |
-35.62% Mar 2008 - Feb 2009 |
16.89% |
| 2 Years |
+8.66% |
+33.68% Mar 2009 - Feb 2011 |
-3.96% Jun 2008 - May 2010 |
5.15% |
| 3 Years |
+8.51% |
+23.17% Mar 2009 - Feb 2012 |
+2.00% Jan 2008 - Dec 2010 |
0.00% |
| 5 Years |
+8.41% |
+17.95% Mar 2009 - Feb 2014 |
+3.12% Apr 2015 - Mar 2020 |
0.00% |
| 7 Years |
+8.28% |
+12.90% Apr 2009 - Mar 2016 |
+4.88% Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
+8.44% |
+12.03% Mar 2009 - Feb 2019 |
+6.22% May 2008 - Apr 2018 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Burton Malkiel Late Sixties and Beyond Portfolio: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
Burton Malkiel Late Sixties and Beyond Portfolio Seasonality
| Months | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average | -0.1 | 0.0 | 1.1 | 2.7 | -0.2 | 0.0 | 2.3 | -0.2 | -0.1 | -0.2 | 0.9 | 1.6 |
| 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 |
8.4 2020 |
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 |
50 | 71 | 79 | 92 | 54 | 54 | 77 | 62 | 62 | 54 | 62 | 77 |
Detail of Monthly Returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+3.04% | -0.6 | 1.2 | 2.5 | |||||||||
| 2020 |
+10.03% | -0.3 | -5.1 | -12.1 | 7.5 | 3.5 | 2.3 | 4.1 | 3.1 | -1.8 | -1.5 | 8.4 | 3.2 |
| 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 |