Last Update: 31 July 2020

The Burton Malkiel Late Thirties to Early Forties Portfolio is exposed for 85% on the Stock Market.

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

In the last 10 years, the portfolio obtained a 8.62% compound annual return, with a 11.86% standard deviation.

In 2019, the portfolio granted a 3.05% dividend yield. If you are interested in getting periodic income, please refer to the Burton Malkiel Late Thirties to Early Forties Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Burton Malkiel Late Thirties to Early Forties Portfolio has the following asset allocation:

85% Stocks
15% Fixed Income
0% Commodities

The Burton Malkiel Late Thirties to Early Forties Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
32.50 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
16.25 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
16.25 % EFA iShares MSCI EAFE Equity, EAFE, Large Cap
10.00 % VIG Vanguard Dividend Appreciation Equity, U.S., Large Cap
10.00 % VNQ Vanguard Real Estate Real Estate, U.S.
5.00 % BIL SPDR Blmbg Barclays 1-3 Mth T-Bill Bond, U.S., Ultra Short-Term
5.00 % EMB iShares JP Morgan USD Em Mkts Bd Bond, Emerging Markets, All-Term
5.00 % 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 Thirties to Early Forties Portfolio guaranteed the following returns.

BURTON MALKIEL LATE THIRTIES TO EARLY FORTIES PORTFOLIO RETURNS (%)
Last Update: 31 July 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Burton Malkiel Late Thirties to Early Forties Portfolio +4.72 +12.04 -0.79 +5.55 +6.39 +7.20 +8.62
Components
VTI - Vanguard Total Stock Market +5.74 +14.00 +2.15 +10.85 +11.37 +10.87 +13.59
EEM - iShares MSCI Emerging Markets +8.25 +18.84 +3.40 +6.45 +1.99 +5.42 +2.55
EFA - iShares MSCI EAFE +1.94 +11.24 -6.75 -1.27 +0.40 +2.02 +4.87
VIG - Vanguard Dividend Appreciation +4.98 +8.85 -0.92 +6.51 +11.76 +11.15 +12.48
VNQ - Vanguard Real Estate +3.64 +7.98 -11.85 -5.11 +2.98 +4.94 +9.06
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill +0.01 -0.01 +0.30 +1.13 +1.52 +0.98 +0.46
EMB - iShares JP Morgan USD Em Mkts Bd +3.86 +13.65 -0.37 +3.89 +4.29 +5.60 +5.34
LQD - iShares Investment Grade Corporate Bond +3.10 +7.88 +7.13 +14.80 +8.10 +7.03 +6.07
(*) 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 Thirties to Early Forties Portfolio: Dividend Yield page.

Historical Returns

Burton Malkiel Late Thirties to Early Forties Portfolio - Historical returns and stats.

BURTON MALKIEL LATE THIRTIES TO EARLY FORTIES PORTFOLIO
Last Update: 31 July 2020
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Period Returns
Jul 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.72%
0.00%
1 - 0
3M
+12.04%
0.00%
3 - 0
6M
-0.79%
-18.46%
Feb 2020 - Mar 2020
4 - 2
YTD
-1.89%
-19.37%
Jan 2020 - Mar 2020
4 - 3
1Y
+5.55%
18.67%
-19.37%
Jan 2020 - Mar 2020
8 - 4
3Y
+6.39%
annualized
14.12%
-19.37%
Jan 2020 - Mar 2020
25 - 11
5Y
+7.20%
annualized
12.54%
-19.37%
Jan 2020 - Mar 2020
41 - 19
10Y
+8.62%
annualized
11.86%
-19.37%
Jan 2020 - Mar 2020
79 - 41
MAX
01 Jan 2008
+5.89%
annualized
14.96%
-44.99%
Jan 2008 - Feb 2009
95 - 56

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Burton Malkiel Late Thirties to Early Forties Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.14% +57.14%
Mar 2009 - Feb 2010
-41.31%
Mar 2008 - Feb 2009
21.43%
2 Years
+8.81% +37.96%
Mar 2009 - Feb 2011
-6.98%
Jun 2008 - May 2010
8.59%
3 Years
+8.89% +25.05%
Mar 2009 - Feb 2012
+0.39%
Jan 2008 - Dec 2010
0.00%
5 Years
+8.63% +19.54%
Mar 2009 - Feb 2014
+2.72%
Jan 2008 - Dec 2012
0.00%
7 Years
+8.65% +13.39%
Mar 2009 - Feb 2016
+4.95%
Apr 2013 - Mar 2020
0.00%
10 Years
+8.79% +12.91%
Mar 2009 - Feb 2019
+6.18%
Jun 2008 - May 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
-1.89% -1.1 -6.0 -13.2 8.6 4.1 2.8 4.7
2019
+24.10% 7.8 1.9 1.6 2.6 -4.5 5.4 0.2 -0.9 1.6 2.0 1.5 3.1
2018
-7.61% 3.9 -4.4 -0.4 -0.3 0.7 -0.4 2.9 0.7 0.1 -6.3 2.4 -6.1
2017
+20.64% 2.5 2.6 0.9 1.4 1.6 0.7 2.4 0.5 1.4 1.7 1.7 1.5
2016
+8.99% -4.1 -0.4 7.5 0.5 0.2 1.8 3.6 0.0 0.4 -2.1 0.1 1.7
2015
-2.65% -0.3 3.7 -0.9 1.3 -0.3 -2.4 0.7 -5.9 -2.1 6.0 -0.3 -1.7
2014
+7.18% -3.3 4.3 0.9 1.0 2.1 1.7 -1.2 2.7 -3.5 2.6 1.2 -1.1
2013
+16.37% 3.1 0.2 2.0 2.7 -1.3 -2.4 3.8 -3.0 4.6 3.7 0.7 1.6
2012
+15.81% 5.4 3.4 1.2 -0.5 -6.6 4.3 1.1 1.7 2.2 -0.6 1.1 2.7
2011
-2.39% 0.8 2.7 0.7 3.5 -1.0 -1.4 -1.3 -5.7 -8.9 10.4 -1.2 0.3
2010
+14.99% -4.0 2.3 6.1 1.3 -7.3 -3.2 7.7 -2.8 7.8 3.3 -1.6 5.7
2009
+31.14% -9.3 -9.6 8.1 11.8 7.8 -0.6 8.2 3.3 5.2 -2.5 5.3 2.4
2008
-32.91% -5.1 -1.2 0.0 4.9 1.2 -7.6 -1.1 -0.6 -8.5 -18.7 -6.6 6.8
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