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:
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 | -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 |
- 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 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
Best High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|
| Simple Path to Wealth JL Collins |
+11.10% | 75 | 25 | 0 | Compare | |
| Stocks/Bonds 60/40 |
+9.63% | 60 | 40 | 0 | Compare | |
| Talmud Portfolio Roger Gibson |
+8.72% | 66.67 | 33.33 | 0 | Compare | |
| Yale Endowment David Swensen |
+8.64% | 70 | 30 | 0 | Compare | |
| Edge Select Moderately Aggressive Merrill Lynch |
+8.61% | 69 | 31 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns
Burton Malkiel Late Sixties and Beyond Portfolio: annualized rolling and average returns
| 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
| 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
| 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 |