Last Update: 31 December 2020
The Burton Malkiel Mid-Fifties Portfolio is exposed for 80% 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 8.74% compound annual return, with a 11.35% standard deviation.
In 2020, the portfolio granted a 2.23% dividend yield. If you are interested in getting periodic income, please refer to the Burton Malkiel Mid-Fifties Portfolio: Dividend Yield page.
Asset Allocation and ETFs
The Burton Malkiel Mid-Fifties Portfolio has the following asset allocation:
The Burton Malkiel Mid-Fifties Portfolio can be replicated with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 27.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 14.00 % | EEM | iShares MSCI Emerging Markets | Equity, Emerging Markets, Large Cap | |
| 14.00 % | EFA | iShares MSCI EAFE | Equity, EAFE, Large Cap | |
| 12.50 % | VIG | Vanguard Dividend Appreciation | Equity, U.S., Large Cap | |
| 12.50 % | VNQ | Vanguard Real Estate | Real Estate, U.S. | |
| 7.50 % | EMB | iShares JP Morgan USD Em Mkts Bd | Bond, Emerging Markets, All-Term | |
| 7.50 % | LQD | iShares Investment Grade Corporate Bond | Bond, U.S., All-Term | |
| 5.00 % | BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill | Bond, U.S., Ultra Short-Term |
Portfolio and ETF Returns
The Burton Malkiel Mid-Fifties Portfolio guaranteed the following returns.
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | |
|---|---|---|---|---|---|---|---|
| Burton Malkiel Mid-Fifties Portfolio | +3.83 | +11.89 | +18.87 | +11.71 | +8.71 | +10.77 | +8.74 |
| Components | |||||||
| VTI - Vanguard Total Stock Market | +4.68 | +14.75 | +25.36 | +21.03 | +14.45 | +15.44 | +13.77 |
| EEM - iShares MSCI Emerging Markets | +7.14 | +18.41 | +30.55 | +17.03 | +5.42 | +12.26 | +2.95 |
| EFA - iShares MSCI EAFE | +5.01 | +15.74 | +21.02 | +7.59 | +4.21 | +7.49 | +5.37 |
| VIG - Vanguard Dividend Appreciation | +2.52 | +10.25 | +21.58 | +15.40 | +13.57 | +14.92 | +12.70 |
| VNQ - Vanguard Real Estate | +2.72 | +9.28 | +10.71 | -4.68 | +4.91 | +5.63 | +8.66 |
| EMB - iShares JP Morgan USD Em Mkts Bd | +2.15 | +5.98 | +8.55 | +5.42 | +4.79 | +6.76 | +5.60 |
| LQD - iShares Investment Grade Corporate Bond | +0.15 | +3.40 | +4.24 | +10.97 | +7.81 | +7.34 | +6.12 |
| BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill | 0.00 | 0.00 | -0.01 | +0.40 | +1.39 | +0.99 | +0.46 |
- 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 Mid-Fifties Portfolio: Dividend Yield page.
Historical Returns
Burton Malkiel Mid-Fifties Portfolio - Historical returns and stats.
| Period | Returns Dec 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+3.83%
|
0.00%
|
1 - 0 | |
|
3M
|
+11.89%
|
-1.52%
Oct 2020 - Oct 2020
|
2 - 1 | |
|
6M
|
+18.87%
|
-3.54%
Sep 2020 - Oct 2020
|
4 - 2 | |
|
YTD
|
+11.71%
|
20.60%
|
-18.64%
Jan 2020 - Mar 2020
|
7 - 5 |
|
1Y
|
+11.71%
|
20.60%
|
-18.64%
Jan 2020 - Mar 2020
|
7 - 5 |
|
3Y
|
+8.71%
annualized
|
14.76%
|
-18.64%
Jan 2020 - Mar 2020
|
23 - 13 |
|
5Y
|
+10.77%
annualized
|
12.22%
|
-18.64%
Jan 2020 - Mar 2020
|
42 - 18 |
|
10Y
|
+8.74%
annualized
|
11.35%
|
-18.64%
Jan 2020 - Mar 2020
|
79 - 41 |
|
MAX
01 Jan 2008
|
+6.93%
annualized
|
14.42%
|
-42.93%
Jan 2008 - Feb 2009
|
98 - 58 |
* Annualized St.Dev. of monthly returns
Best Very High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|
| Technology |
+20.35% | 100 | 0 | 0 | Compare | |
| US Stocks |
+13.77% | 100 | 0 | 0 | Compare | |
| Warren Buffett |
+12.76% | 90 | 10 | 0 | Compare | |
| Stocks/Bonds 80/20 |
+11.86% | 80 | 20 | 0 | Compare | |
| Second Grader's Starter Paul Farrell |
+10.28% | 90 | 10 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns ( more details)
Burton Malkiel Mid-Fifties Portfolio: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+8.17% |
+55.26% Mar 2009 - Feb 2010 |
-39.51% Mar 2008 - Feb 2009 |
19.31% |
| 2 Years |
+8.87% |
+36.93% Mar 2009 - Feb 2011 |
-5.76% Jun 2008 - May 2010 |
6.77% |
| 3 Years |
+8.81% |
+24.79% Mar 2009 - Feb 2012 |
+1.13% Jan 2008 - Dec 2010 |
0.00% |
| 5 Years |
+8.65% |
+19.22% Mar 2009 - Feb 2014 |
+2.99% Apr 2015 - Mar 2020 |
0.00% |
| 7 Years |
+8.58% |
+13.40% Mar 2009 - Feb 2016 |
+4.93% Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
+8.76% |
+12.73% Mar 2009 - Feb 2019 |
+6.29% Jun 2008 - May 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 Mid-Fifties Portfolio: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
Burton Malkiel Mid-Fifties Portfolio Seasonality
| Months | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average | -0.2 | -0.1 | 1.1 | 2.9 | -0.2 | -0.1 | 2.4 | -0.3 | -0.2 | -0.2 | 1.0 | 1.7 |
| Best |
7.6 2019 |
4.2 2014 |
7.5 2009 |
11.7 2009 |
7.1 2009 |
5.1 2019 |
7.9 2009 |
3.7 2020 |
7.1 2010 |
9.9 2011 |
9.4 2020 |
7.6 2008 |
| Worst |
-9.2 2009 |
-9.7 2009 |
-13.1 2020 |
-0.4 2018 |
-6.8 2010 |
-7.3 2008 |
-1.2 2014 |
-5.6 2015 |
-8.4 2011 |
-18.4 2008 |
-6.0 2008 |
-5.7 2018 |
| Gain Frequency |
54 | 62 | 77 | 85 | 54 | 46 | 77 | 46 | 62 | 54 | 62 | 77 |
Detail of Monthly Returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2020 |
+11.71% | -0.8 | -5.7 | -13.1 | 8.3 | 3.9 | 2.7 | 4.6 | 3.7 | -2.1 | -1.5 | 9.4 | 3.8 |
| 2019 |
+23.79% | 7.6 | 1.8 | 1.7 | 2.3 | -3.9 | 5.1 | 0.4 | -0.4 | 1.5 | 1.8 | 1.3 | 2.8 |
| 2018 |
-7.10% | 3.2 | -4.3 | -0.2 | -0.4 | 0.7 | -0.2 | 2.8 | 0.7 | 0.1 | -5.9 | 2.3 | -5.7 |
| 2017 |
+19.19% | 2.2 | 2.6 | 0.7 | 1.4 | 1.5 | 0.7 | 2.2 | 0.5 | 1.3 | 1.5 | 1.7 | 1.5 |
| 2016 |
+8.92% | -3.7 | -0.3 | 7.2 | 0.4 | 0.3 | 2.1 | 3.4 | -0.1 | 0.3 | -2.2 | -0.1 | 1.8 |
| 2015 |
-2.27% | 0.1 | 3.2 | -0.8 | 0.9 | -0.3 | -2.5 | 0.9 | -5.6 | -1.7 | 5.7 | -0.3 | -1.5 |
| 2014 |
+8.09% | -2.8 | 4.2 | 0.8 | 1.1 | 2.1 | 1.5 | -1.2 | 2.6 | -3.4 | 2.8 | 1.2 | -0.9 |
| 2013 |
+14.67% | 2.8 | 0.3 | 1.9 | 2.8 | -1.6 | -2.4 | 3.5 | -3.1 | 4.4 | 3.7 | 0.4 | 1.4 |
| 2012 |
+15.47% | 5.0 | 3.1 | 1.2 | -0.2 | -6.1 | 4.1 | 1.3 | 1.6 | 2.0 | -0.5 | 1.0 | 2.5 |
| 2011 |
-0.94% | 0.8 | 2.6 | 0.6 | 3.4 | -0.8 | -1.3 | -1.0 | -5.2 | -8.4 | 9.9 | -1.3 | 0.7 |
| 2010 |
+15.05% | -3.7 | 2.3 | 5.8 | 1.6 | -6.8 | -2.9 | 7.4 | -2.4 | 7.1 | 3.1 | -1.6 | 5.2 |
| 2009 |
+29.23% | -9.2 | -9.7 | 7.5 | 11.7 | 7.1 | -0.5 | 7.9 | 3.5 | 5.0 | -2.3 | 5.1 | 2.3 |
| 2008 |
-30.43% | -4.5 | -1.2 | 0.4 | 4.6 | 1.0 | -7.3 | -0.7 | -0.4 | -8.0 | -18.4 | -6.0 | 7.6 |