Last Update: 31 July 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 8.54% compound annual return, with a 11.24% standard deviation.

In 2019, the portfolio granted a 3.16% 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 % EFA iShares MSCI EAFE Equity, EAFE, Large Cap
14.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, 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: 31 July 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Burton Malkiel Mid-Fifties Portfolio +4.56 +11.54 -0.98 +5.36 +6.41 +7.16 +8.54
Components
VTI - Vanguard Total Stock Market +5.74 +14.00 +2.15 +10.85 +11.37 +10.87 +13.59
EFA - iShares MSCI EAFE +1.94 +11.24 -6.75 -1.27 +0.40 +2.02 +4.87
EEM - iShares MSCI Emerging Markets +8.25 +18.84 +3.40 +6.45 +1.99 +5.42 +2.55
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
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
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill +0.01 -0.01 +0.30 +1.13 +1.52 +0.98 +0.46
(*) 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.

Historical Returns

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

BURTON MALKIEL MID-FIFTIES PORTFOLIO
Last Update: 31 July 2020
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Period Returns
Jul 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.56%
0.00%
1 - 0
3M
+11.54%
0.00%
3 - 0
6M
-0.98%
-18.01%
Feb 2020 - Mar 2020
4 - 2
YTD
-1.74%
-18.64%
Jan 2020 - Mar 2020
4 - 3
1Y
+5.36%
18.06%
-18.64%
Jan 2020 - Mar 2020
8 - 4
3Y
+6.41%
annualized
13.51%
-18.64%
Jan 2020 - Mar 2020
25 - 11
5Y
+7.16%
annualized
11.97%
-18.64%
Jan 2020 - Mar 2020
40 - 20
10Y
+8.54%
annualized
11.24%
-18.64%
Jan 2020 - Mar 2020
79 - 41
MAX
01 Jan 2008
+6.08%
annualized
14.36%
-42.93%
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 Mid-Fifties Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.17% +55.26%
Mar 2009 - Feb 2010
-39.51%
Mar 2008 - Feb 2009
20.00%
2 Years
+8.82% +36.93%
Mar 2009 - Feb 2011
-5.76%
Jun 2008 - May 2010
7.03%
3 Years
+8.88% +24.79%
Mar 2009 - Feb 2012
+1.13%
Jan 2008 - Dec 2010
0.00%
5 Years
+8.62% +19.22%
Mar 2009 - Feb 2014
+2.99%
Apr 2015 - Mar 2020
0.00%
7 Years
+8.63% +13.40%
Mar 2009 - Feb 2016
+4.93%
Apr 2013 - Mar 2020
0.00%
10 Years
+8.79% +12.73%
Mar 2009 - Feb 2019
+6.29%
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
-1.74% -0.8 -5.7 -13.1 8.3 3.9 2.7 4.6
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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