Last Update: 30 June 2021

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 9.23% compound annual return, with a 11.34% 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:

80% Stocks
20% Fixed Income
0% Commodities

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
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 Mid-Fifties Portfolio guaranteed the following returns.

BURTON MALKIEL MID-FIFTIES PORTFOLIO RETURNS (%)
Last Update: 30 June 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Burton Malkiel Mid-Fifties Portfolio +1.21 +6.35 +10.21 +31.00 +12.77 +11.66 +9.23
Components
VTI - Vanguard Total Stock Market +2.48 +8.13 +15.21 +44.42 +18.73 +17.90 +14.70
EEM - iShares MSCI Emerging Markets +0.95 +3.84 +7.20 +39.95 +10.70 +12.18 +3.57
EFA - iShares MSCI EAFE -1.08 +5.39 +9.59 +32.63 +8.47 +10.14 +5.79
VIG - Vanguard Dividend Appreciation -0.14 +5.71 +10.53 +34.37 +17.21 +15.42 +13.01
VNQ - Vanguard Real Estate +2.64 +11.60 +21.41 +34.41 +11.90 +7.07 +9.72
EMB - iShares JP Morgan USD Em Mkts Bd +0.86 +4.28 -1.42 +7.01 +6.64 +4.25 +5.01
LQD - iShares Investment Grade Corporate Bond +2.21 +3.92 -1.77 +2.40 +8.79 +5.09 +5.56
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill -0.02 -0.03 -0.05 -0.06 +1.12 +0.97 +0.45
(*) 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 Mid-Fifties Portfolio: Dividend Yield page.

Readings that may interest you
Never Split the Difference: Negotiating as if Your Life Depended on It
Principles: Life and Work
The Joy of Saving: Money Lessons I Learned From My Italian-American Father & ...

Historical Returns

Burton Malkiel Mid-Fifties Portfolio - Historical returns and stats.

BURTON MALKIEL MID-FIFTIES PORTFOLIO
Last Update: 30 June 2021
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Period Returns
Jun 2021		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
+1.21%
0.00%
1 - 0
3M
+6.35%
0.00%
3 - 0
6M
+10.21%
-0.39%
Jan 2021 - Jan 2021
5 - 1
YTD
+10.21%
-0.39%
Jan 2021 - Jan 2021
5 - 1
1Y
+31.00%
10.30%
-3.54%
Sep 2020 - Oct 2020
9 - 3
3Y
+12.77%
annualized
14.47%
-18.64%
Jan 2020 - Mar 2020
26 - 10
5Y
+11.66%
annualized
11.78%
-18.64%
Jan 2020 - Mar 2020
43 - 17
10Y
+9.23%
annualized
11.34%
-18.64%
Jan 2020 - Mar 2020
80 - 40
MAX
01 Jan 2008
+7.44%
annualized
14.19%
-42.93%
Jan 2008 - Feb 2009
103 - 59

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Burton Malkiel Mid-Fifties Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
 +9.00% +55.26%
Mar 2009 - Feb 2010 		-39.51%
Mar 2008 - Feb 2009 		18.54%
2 Years
 +9.11% +36.93%
Mar 2009 - Feb 2011 		-5.76%
Jun 2008 - May 2010 		6.47%
3 Years
 +8.90% +24.79%
Mar 2009 - Feb 2012 		+1.13%
Jan 2008 - Dec 2010 		0.00%
5 Years
 +8.82% +19.22%
Mar 2009 - Feb 2014 		+2.99%
Apr 2015 - Mar 2020 		0.00%
7 Years
 +8.60% +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

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.2 0.0 1.2 3.0 -0.1 0.0 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		 50 64 79 86 57 50 77 46 62 54 62 77

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
 +10.21% -0.4 1.5 2.5 3.8 1.3 1.2
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
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