The Burton Malkiel Mid-Fifties Portfolio is a Very High Risk portfolio and can be implemented with 8 ETFs.
It's exposed for 80% on the Stock Market.
In the last 30 Years, the Burton Malkiel Mid-Fifties Portfolio obtained a 8.74% compound annual return, with a 12.58% standard deviation.
Asset Allocation and ETFs
The Burton Malkiel Mid-Fifties Portfolio has the following asset allocation:
The Burton Malkiel Mid-Fifties Portfolio can be implemented 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.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
---|---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
Burton Malkiel Mid-Fifties Portfolio | -0.86 | -0.09 | -6.55 | -18.04 | -13.92 | 5.83 | 7.54 | 8.74 | |
US Inflation Adjusted return | -6.55 | -21.23 | -19.98 | 2.15 | 4.96 | 6.12 | |||
Components | |||||||||
VTI Vanguard Total Stock Market |
-0.20 |
02:59PM Jul 05 2022 |
0.85 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
EEM iShares MSCI Emerging Markets |
-1.28 |
03:00PM Jul 05 2022 |
-1.90 | -5.14 | -17.20 | -25.55 | 1.56 | 2.33 | 6.09 |
EFA iShares MSCI EAFE |
-2.47 |
03:00PM Jul 05 2022 |
-2.24 | -8.72 | -18.78 | -17.39 | 2.23 | 5.36 | 5.01 |
VIG Vanguard Dividend Appreciation |
-0.97 |
02:59PM Jul 05 2022 |
-0.03 | -6.23 | -15.69 | -5.59 | 11.19 | 11.97 | 10.35 |
VNQ Vanguard Real Estate |
-0.86 |
03:00PM Jul 05 2022 |
0.93 | -7.46 | -20.54 | -8.02 | 5.69 | 7.49 | 9.57 |
EMB iShares JP Morgan USD Em Mkts Bd |
-0.79 |
02:59PM Jul 05 2022 |
0.60 | -6.15 | -20.28 | -20.94 | -1.34 | 1.59 | 9.35 |
LQD iShares Investment Grade Corporate Bond |
0.04 |
02:59PM Jul 05 2022 |
1.30 | -3.62 | -16.08 | -16.14 | 1.18 | 2.60 | 5.53 |
BIL SPDR Blmbg Barclays 1-3 Mth T-Bill |
0.00 |
02:59PM Jul 05 2022 |
-0.01 | 0.08 | 0.12 | 0.08 | 0.92 | 0.47 | 2.19 |
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Portfolio Dividends
In 2021, the Burton Malkiel Mid-Fifties Portfolio granted a 2.30% dividend yield. If you are interested in getting periodic income, please refer to the Burton Malkiel Mid-Fifties Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of Burton Malkiel Mid-Fifties Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jun 2022
|
-6.55
|
-6.55
|
-6.55
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-12.64
|
-13.77
|
-12.64
Apr 2022 - Jun 2022
|
0 - 3
|
|
6M
|
-18.04
|
-21.23
|
-18.04
Jan 2022 - Jun 2022
|
1 - 5
|
|
YTD
|
-18.04
|
-21.23
|
-18.04
Jan 2022 - Jun 2022
|
1 - 5
|
|
1Y
|
-13.92
|
-19.98
|
12.65
|
-18.04
Jan 2022 - Jun 2022
|
5 - 7
42% pos
|
3Y(*)
|
4.47
|
-0.03
|
14.71
|
-18.63
Jan 2020 - Mar 2020
|
22 - 14
61% pos
|
5Y(*)
|
5.83
|
2.15
|
13.22
|
-18.63
Jan 2020 - Mar 2020
|
39 - 21
65% pos
|
10Y(*)
|
7.54
|
4.96
|
10.95
|
-18.63
Jan 2020 - Mar 2020
|
79 - 41
66% pos
|
15Y(*)
|
5.70
|
3.32
|
14.10
|
-46.21
Nov 2007 - Feb 2009
|
111 - 69
62% pos
|
20Y(*)
|
7.99
|
5.40
|
13.16
|
-46.21
Nov 2007 - Feb 2009
|
158 - 82
66% pos
|
25Y(*)
|
7.42
|
4.88
|
13.26
|
-46.21
Nov 2007 - Feb 2009
|
191 - 109
64% pos
|
30Y(*)
|
8.74
|
6.12
|
12.58
|
-46.21
Nov 2007 - Feb 2009
|
236 - 124
66% pos
|
MAX(*)
01 Jan 1992
|
8.54
|
5.92
|
12.53
|
-46.21
Nov 2007 - Feb 2009
|
239 - 127
65% pos
|
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
The Inflation Adjusted Capital now would be 5934.85$, with a net total return of 493.49% (6.12% annualized).
The Inflation Adjusted Capital now would be 5773.36$, with a net total return of 477.34% (5.92% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-46.21% | Nov 2007 | Feb 2009 | 16 | Feb 2011 | 24 | 40 |
-18.63% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 |
-18.18% | May 1998 | Aug 1998 | 4 | Apr 1999 | 8 | 12 |
-18.04% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-15.78% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
-15.37% | Apr 2002 | Sep 2002 | 6 | Jun 2003 | 9 | 15 |
-13.61% | Sep 2000 | Sep 2001 | 13 | Mar 2002 | 6 | 19 |
-10.02% | Feb 2018 | Dec 2018 | 11 | Mar 2019 | 3 | 14 |
-9.21% | May 2015 | Feb 2016 | 10 | Jun 2016 | 4 | 14 |
-8.22% | Feb 1994 | Jan 1995 | 12 | May 1995 | 4 | 16 |
-6.70% | Apr 2004 | Apr 2004 | 1 | Oct 2004 | 6 | 7 |
-6.25% | Apr 2012 | May 2012 | 2 | Aug 2012 | 3 | 5 |
-5.58% | Oct 1997 | Oct 1997 | 1 | Feb 1998 | 4 | 5 |
-4.62% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
-3.97% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 |
-3.96% | May 2013 | Jun 2013 | 2 | Sep 2013 | 3 | 5 |
-3.95% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-3.94% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
-3.88% | Jul 1999 | Sep 1999 | 3 | Nov 1999 | 2 | 5 |
-3.55% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-46.21% | Nov 2007 | Feb 2009 | 16 | Feb 2011 | 24 | 40 |
-18.63% | Jan 2020 | Mar 2020 | 3 | Aug 2020 | 5 | 8 |
-18.18% | May 1998 | Aug 1998 | 4 | Apr 1999 | 8 | 12 |
-18.04% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-15.78% | May 2011 | Sep 2011 | 5 | Mar 2012 | 6 | 11 |
-15.37% | Apr 2002 | Sep 2002 | 6 | Jun 2003 | 9 | 15 |
-13.61% | Sep 2000 | Sep 2001 | 13 | Mar 2002 | 6 | 19 |
-10.02% | Feb 2018 | Dec 2018 | 11 | Mar 2019 | 3 | 14 |
-9.21% | May 2015 | Feb 2016 | 10 | Jun 2016 | 4 | 14 |
-8.22% | Feb 1994 | Jan 1995 | 12 | May 1995 | 4 | 16 |
-6.70% | Apr 2004 | Apr 2004 | 1 | Oct 2004 | 6 | 7 |
-6.25% | Apr 2012 | May 2012 | 2 | Aug 2012 | 3 | 5 |
-5.58% | Oct 1997 | Oct 1997 | 1 | Feb 1998 | 4 | 5 |
-4.62% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
-3.97% | Jun 2007 | Jul 2007 | 2 | Sep 2007 | 2 | 4 |
-3.96% | May 2013 | Jun 2013 | 2 | Sep 2013 | 3 | 5 |
-3.95% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-3.94% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
-3.88% | Jul 1999 | Sep 1999 | 3 | Nov 1999 | 2 | 5 |
-3.61% | Jun 1992 | Jun 1992 | 1 | Nov 1992 | 5 | 6 |
Rolling Returns ( more details)
Burton Malkiel Mid-Fifties Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
10.11 |
55.26 Mar 2009 - Feb 2010 |
-39.51 Mar 2008 - Feb 2009 |
18.59% |
2 Years |
9.48 |
36.93 Mar 2009 - Feb 2011 |
-22.12 Mar 2007 - Feb 2009 |
10.50% |
3 Years |
9.14 |
24.79 Mar 2009 - Feb 2012 |
-11.17 Mar 2006 - Feb 2009 |
9.97% |
5 Years |
8.97 |
19.21 Mar 2009 - Feb 2014 |
-1.65 Mar 2004 - Feb 2009 |
0.65% |
7 Years |
8.66 |
14.28 Jan 1993 - Dec 1999 |
2.16 Mar 2002 - Feb 2009 |
0.00% |
10 Years |
8.54 |
12.73 Mar 2009 - Feb 2019 |
3.48 Mar 1999 - Feb 2009 |
0.00% |
15 Years |
8.41 |
12.28 Nov 1992 - Oct 2007 |
5.70 Jul 2007 - Jun 2022 |
0.00% |
20 Years |
8.51 |
9.71 Mar 1995 - Feb 2015 |
6.51 Apr 2000 - Mar 2020 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Burton Malkiel Mid-Fifties Portfolio: Rolling Returns page.
Seasonality
Burton Malkiel Mid-Fifties Portfolio: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
0.41 52% |
0.01 58% |
0.84 74% |
1.92 81% |
0.52 61% |
0.19 61% |
1.18 67% |
-0.02 60% |
-0.04 57% |
0.80 63% |
1.18 67% |
2.05 83% |
Best Year |
7.6 2019 |
5.4 1998 |
7.5 2009 |
11.7 2009 |
7.1 2009 |
5.1 2019 |
7.9 2009 |
4.0 1993 |
7.1 2010 |
9.9 2011 |
9.4 2020 |
7.6 2008 |
Worst Year |
-9.2 2009 |
-9.7 2009 |
-13.0 2020 |
-6.7 2004 |
-6.8 2010 |
-7.3 2008 |
-7.1 2002 |
-14.5 1998 |
-8.8 2001 |
-18.4 2008 |
-6.0 2008 |
-5.7 2018 |
Monthly/Yearly Returns
Burton Malkiel Mid-Fifties Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-18.04 | -21.23 | -4.4 | -3.1 | 1.3 | -6.4 | -0.1 | -6.6 | ||||||
2021 |
+15.75 | +8.08 | -0.4 | 1.5 | 2.5 | 3.8 | 1.3 | 1.2 | 0.9 | 1.8 | -4.0 | 4.4 | -2.2 | 4.3 |
2020 |
+11.71 | +10.30 | -0.8 | -5.7 | -13.0 | 8.3 | 3.9 | 2.6 | 4.6 | 3.7 | -2.1 | -1.5 | 9.4 | 3.8 |
2019 |
+23.79 | +21.05 | 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 | -8.85 | 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 | +16.70 | 2.2 | 2.6 | 0.7 | 1.3 | 1.5 | 0.7 | 2.2 | 0.5 | 1.3 | 1.5 | 1.7 | 1.5 |
2016 |
+8.92 | +6.73 | -3.7 | -0.3 | 7.2 | 0.4 | 0.3 | 2.1 | 3.4 | -0.1 | 0.2 | -2.2 | -0.1 | 1.8 |
2015 |
-2.27 | -2.89 | 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 | +7.39 | -2.8 | 4.2 | 0.8 | 1.1 | 2.1 | 1.5 | -1.1 | 2.6 | -3.4 | 2.8 | 1.2 | -0.9 |
2013 |
+14.67 | +12.96 | 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 | +13.47 | 5.0 | 3.1 | 1.2 | -0.2 | -6.1 | 4.1 | 1.3 | 1.5 | 2.0 | -0.5 | 1.0 | 2.5 |
2011 |
-0.94 | -3.88 | 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 | +13.42 | -3.7 | 2.3 | 5.8 | 1.6 | -6.8 | -2.9 | 7.4 | -2.3 | 7.1 | 3.1 | -1.6 | 5.2 |
2009 |
+29.23 | +25.70 | -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 | -30.42 | -4.5 | -1.2 | 0.4 | 4.6 | 1.0 | -7.3 | -0.7 | -0.4 | -8.0 | -18.4 | -6.0 | 7.6 |
2007 |
+7.08 | +2.85 | 2.0 | -1.2 | 1.3 | 2.8 | 2.3 | -1.4 | -2.6 | 1.7 | 4.8 | 3.5 | -4.3 | -1.5 |
2006 |
+21.13 | +18.15 | 5.0 | 0.6 | 1.7 | 1.3 | -3.5 | 0.6 | 1.7 | 2.5 | 0.7 | 4.1 | 3.5 | 1.4 |
2005 |
+11.28 | +7.69 | -1.7 | 2.8 | -3.2 | 0.2 | 2.6 | 2.4 | 3.8 | 0.4 | 1.8 | -2.7 | 3.5 | 1.1 |
2004 |
+15.92 | +12.17 | 2.5 | 1.3 | 1.0 | -6.7 | 1.8 | 1.7 | -1.8 | 2.9 | 2.1 | 2.5 | 4.2 | 3.7 |
2003 |
+33.06 | +30.41 | -1.3 | -0.3 | 0.4 | 7.7 | 4.9 | 2.7 | 2.3 | 0.7 | 0.7 | 4.7 | 1.9 | 4.7 |
2002 |
-8.20 | -10.42 | -0.4 | 0.9 | 3.7 | -0.3 | -0.3 | -3.7 | -7.1 | 2.0 | -6.6 | 2.3 | 2.6 | -0.9 |
2001 |
+1.81 | +0.20 | 5.8 | -5.2 | -4.0 | 5.1 | 0.6 | 0.3 | -1.2 | -0.4 | -8.8 | 2.9 | 6.0 | 1.9 |
2000 |
-1.81 | -5.08 | -3.1 | 0.8 | 3.1 | -1.8 | -1.4 | 3.5 | 0.5 | 2.6 | -2.2 | -2.1 | -4.4 | 3.1 |
1999 |
+18.47 | +15.38 | -0.5 | -1.4 | 3.3 | 6.1 | -1.9 | 3.2 | -2.2 | -0.4 | -1.2 | 3.2 | 2.3 | 7.3 |
1998 |
+6.91 | +5.21 | -0.4 | 5.4 | 3.6 | 0.1 | -3.1 | 0.1 | -1.4 | -14.5 | 4.9 | 6.2 | 4.9 | 2.8 |
1997 |
+14.24 | +12.33 | 2.6 | 0.8 | -2.7 | 1.7 | 5.3 | 3.9 | 4.4 | -4.6 | 5.2 | -5.6 | 1.5 | 1.6 |
1996 |
+18.61 | +14.73 | 3.3 | 0.0 | 1.0 | 2.2 | 1.5 | 0.3 | -3.3 | 2.4 | 3.7 | 0.8 | 4.9 | 0.7 |
1995 |
+20.11 | +17.14 | -1.3 | 1.2 | 1.6 | 2.8 | 3.6 | 1.4 | 2.9 | 0.1 | 2.3 | -1.6 | 2.7 | 2.9 |
1994 |
-3.32 | -5.77 | 3.9 | -3.3 | -5.1 | 1.6 | 0.6 | -1.5 | 2.1 | 3.6 | -2.2 | 0.9 | -3.9 | 0.5 |
1993 |
+27.74 | +24.25 | 3.6 | 1.8 | 5.2 | 0.4 | 0.5 | 2.3 | 2.0 | 4.0 | -0.1 | 3.1 | -3.2 | 5.5 |
1992 |
+3.26 | +0.28 | 0.3 | -1.0 | -2.3 | 1.1 | 4.4 | -3.6 | 3.1 | -0.9 | -0.3 | -0.2 | 2.1 | 0.8 |
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
- VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
- EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
- EFA - iShares MSCI EAFE: simulated historical serie, up to December 2001
- VIG - Vanguard Dividend Appreciation: simulated historical serie, up to December 2006
- VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
- EMB - iShares JP Morgan USD Em Mkts Bd: simulated historical serie, up to December 2007
- LQD - iShares Investment Grade Corporate Bond: simulated historical serie, up to December 2002
- BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill: simulated historical serie, up to December 2007
Portfolio efficiency
Is the Burton Malkiel Mid-Fifties Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Burton Malkiel Mid-Fifties Portfolio is classified as Very High Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
Very High Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+7.42%
(+4.88%) |
Bad : 1.2 / 5
|
Good : 3.1 / 5
|
Standard Deviation over 25 Years |
13.26% |
Excellent : 4.4 / 5
|
Average : 2.6 / 5
|
Maximum Drawdown over 25 Years |
-46.21% |
Excellent : 4.7 / 5
|
Bad : 2 / 5
|
Easy to manage | 8 ETFs |
Bad : 1.5 / 5
|
Bad : 1.5 / 5
|
Rating assigned considering all the Very High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Very High Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Technology |
+1.92 | +13.42 | -81.08 | 100 | 0 | 0 | ||
US Stocks |
+0.85 | +9.81 | -50.84 | 100 | 0 | 0 | ||
Warren Buffett Portfolio Warren Buffett |
+0.84 | +9.38 | -45.52 | 90 | 10 | 0 | ||
Aggressive Global Income |
-0.51 | +9.37 | -52.63 | 80 | 20 | 0 | ||
Stocks/Bonds 80/20 |
+0.89 | +9.06 | -41.09 | 80 | 20 | 0 |
Last update: Jul 05 2022, 03:00PM Eastern Time.