Last Update: 31 May 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 8.23% compound annual return, with a 11.41% 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

Portfolio and ETF Returns

The Burton Malkiel Mid-Fifties Portfolio guaranteed the following returns.

BURTON MALKIEL MID-FIFTIES PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Burton Malkiel Mid-Fifties Portfolio +3.93 -2.16 -5.85 +3.57 +4.92 +5.31 +8.23
Components
VTI - Vanguard Total Stock Market +5.40 +2.65 -2.97 +11.28 +9.52 +9.14 +12.78
EFA - iShares MSCI EAFE +5.43 -4.18 -11.55 -2.83 -0.42 +0.70 +5.24
EEM - iShares MSCI Emerging Markets +2.97 -6.89 -9.43 -4.64 -0.61 +0.51 +2.00
VIG - Vanguard Dividend Appreciation +3.60 +2.89 -3.05 +10.51 +10.31 +9.97 +12.12
VNQ - Vanguard Real Estate +1.73 -10.67 -15.29 -7.67 +2.11 +3.86 +8.83
EMB - iShares JP Morgan USD Em Mkts Bd +6.27 -5.66 -2.91 +1.31 +2.14 +3.84 +5.30
LQD - iShares Investment Grade Corporate Bond +2.46 +0.65 +4.79 +12.85 +6.70 +5.71 +6.08
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill -0.02 +0.17 +0.52 +1.49 +1.57 +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 May 2020
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Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.93%
0.00%
1 - 0
3M
-2.16%
-13.05%
Mar 2020 - Mar 2020
2 - 1
6M
-5.85%
-18.64%
Jan 2020 - Mar 2020
3 - 3
YTD
-8.44%
-18.64%
Jan 2020 - Mar 2020
2 - 3
1Y
+3.57%
18.08%
-18.64%
Jan 2020 - Mar 2020
8 - 4
3Y
+4.92%
annualized
13.29%
-18.64%
Jan 2020 - Mar 2020
25 - 11
5Y
+5.31%
annualized
11.88%
-18.64%
Jan 2020 - Mar 2020
39 - 21
10Y
+8.23%
annualized
11.41%
-18.64%
Jan 2020 - Mar 2020
78 - 42
MAX
01 Jan 2008
+5.56%
annualized
14.40%
-42.93%
Jan 2008 - Feb 2009
93 - 56

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

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Technology
+18.99% 1 100 0 0 Compare
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+12.78% 1 100 0 0 Compare
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+12.02% 2 90 10 0 Compare
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+9.60% 3 90 10 0 Compare
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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
+8.24% +55.26%
Mar 2009 - Feb 2010
-39.51%
Mar 2008 - Feb 2009
20.29%
2 Years
+8.88% +36.93%
Mar 2009 - Feb 2011
-5.76%
Jun 2008 - May 2010
7.14%
3 Years
+8.93% +24.79%
Mar 2009 - Feb 2012
+1.13%
Jan 2008 - Dec 2010
0.00%
5 Years
+8.66% +19.22%
Mar 2009 - Feb 2014
+2.99%
Apr 2015 - Mar 2020
0.00%
7 Years
+8.67% +13.40%
Mar 2009 - Feb 2016
+4.93%
Apr 2013 - Mar 2020
0.00%
10 Years
+8.80% +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
-8.44% -0.8 -5.7 -13.1 8.3 3.9
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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