Data Source: from January 1995 to September 2021

Last Update: 30 September 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 10.72% compound annual return, with a 10.89% standard deviation.

In the last 25 years, a 8.77% compound annual return, with a 13.08% 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 % 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: 30 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Burton Malkiel Mid-Fifties Portfolio -3.95 -1.41 +4.86 +21.57 +10.92 +10.58 +10.72 +9.28 +8.77
Components
VTI
Vanguard Total Stock Market
-4.46 -0.03 +8.10 +32.16 +16.05 +16.88 +16.60 +10.07 +9.79
EFA
iShares MSCI EAFE
-3.26 -1.10 +4.22 +25.44 +7.53 +8.64 +8.13 +6.44 +5.10
EEM
iShares MSCI Emerging Markets
-3.87 -8.65 -5.14 +15.96 +7.76 +8.29 +5.81 +10.20 +6.12
VIG
Vanguard Dividend Appreciation
-4.99 -0.32 +5.37 +21.46 +13.62 +15.04 +14.48 +10.31 +10.00
VNQ
Vanguard Real Estate
-5.68 +0.62 +12.29 +33.49 +11.96 +7.52 +11.52 +10.37 +10.07
EMB
iShares JP Morgan USD Em Mkts Bd
-2.64 -1.22 +3.01 +3.20 +5.43 +3.36 +5.14 +8.56 +9.45
LQD
iShares Investment Grade Corporate Bond
-1.51 -0.45 +3.45 +1.11 +8.18 +4.75 +5.18 +5.62 +6.06
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill
+0.01 -0.01 -0.04 -0.06 +0.96 +0.96 +0.45 +1.15 +1.92
(*) 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: 30 September 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-3.95%
-3.95%
Sep 2021 - Sep 2021
0 - 1
3M
-1.41%
-3.95%
Sep 2021 - Sep 2021
2 - 1
6M
+4.86%
-3.95%
Sep 2021 - Sep 2021
5 - 1
YTD
+8.65%
-3.95%
Sep 2021 - Sep 2021
7 - 2
1Y
+21.57%
10.82%
-3.95%
Sep 2021 - Sep 2021
9 - 3
3Y
+10.92%
annualized
14.72%
-18.64%
Jan 2020 - Mar 2020
25 - 11
5Y
+10.58%
annualized
11.92%
-18.64%
Jan 2020 - Mar 2020
43 - 17
10Y
+10.72%
annualized
10.89%
-18.64%
Jan 2020 - Mar 2020
82 - 38
20Y
+9.28%
annualized
12.94%
-46.21%
Nov 2007 - Feb 2009
160 - 80
25Y
+8.77%
annualized
13.08%
-46.21%
Nov 2007 - Feb 2009
196 - 104
MAX
01 Jan 1995
+9.35%
annualized
12.76%
-46.21%
Nov 2007 - Feb 2009
213 - 108
* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with Very High Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Technology
+13.30% -81.08% 100 0 0 Compare
US Stocks
+9.79% -50.84% 100 0 0 Compare
Warren Buffett
+9.32% -45.53% 90 10 0 Compare
Aggressive Global Income
+9.18% -52.62% 80 20 0 Compare
Stocks/Bonds 80/20
+9.12% -41.09% 80 20 0 Compare

See all portfolios

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
+10.06% +55.26%
Mar 2009 - Feb 2010
-39.51%
Mar 2008 - Feb 2009
19.35%
2 Years
+9.11% +36.93%
Mar 2009 - Feb 2011
-22.12%
Mar 2007 - Feb 2009
12.08%
3 Years
+8.65% +24.79%
Mar 2009 - Feb 2012
-11.18%
Mar 2006 - Feb 2009
11.54%
5 Years
+8.38% +19.22%
Mar 2009 - Feb 2014
-1.65%
Mar 2004 - Feb 2009
0.76%
7 Years
+8.22% +13.40%
Mar 2009 - Feb 2016
+2.16%
Mar 2002 - Feb 2009
0.00%
10 Years
+8.36% +12.73%
Mar 2009 - Feb 2019
+3.48%
Mar 1999 - Feb 2009
0.00%
15 Years
+8.18% +10.27%
Feb 2003 - Jan 2018
+6.50%
Apr 2005 - Mar 2020
0.00%
20 Years
+8.19% +9.71%
Mar 1995 - Feb 2015
+6.51%
Apr 2000 - Mar 2020
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: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.34
48%
0.22
63%
1.00
78%
2.33
81%
0.40
59%
0.57
67%
1.04
63%
-0.27
59%
0.05
63%
0.61
62%
1.64
73%
1.94
81%
Best
Year
7.6
2019
5.4
1998
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
Year
-9.2
2009
-9.7
2009
-13.1
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
Statistics calculated for the period Jan 1995 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Burton Malkiel Mid-Fifties Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+8.65% -0.4 1.5 2.5 3.8 1.3 1.2 0.9 1.8 -4.0
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
2007
+7.08% 2.0 -1.2 1.3 2.9 2.3 -1.5 -2.6 1.7 4.8 3.5 -4.3 -1.5
2006
+21.13% 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% -1.7 2.8 -3.3 0.2 2.6 2.4 3.8 0.4 1.8 -2.7 3.5 1.1
2004
+15.92% 2.5 1.3 1.0 -6.7 1.9 1.7 -1.8 2.9 2.1 2.5 4.2 3.7
2003
+33.06% -1.3 -0.3 0.4 7.7 4.9 2.7 2.3 0.8 0.7 4.7 1.9 4.7
2002
-8.20% -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% 5.8 -5.2 -4.1 5.1 0.7 0.3 -1.2 -0.4 -8.8 2.9 6.0 1.9
2000
-1.81% -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% -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% -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% 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% 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% -1.3 1.2 1.6 2.8 3.6 1.4 2.9 0.1 2.3 -1.6 2.7 2.9

* Note:
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
  • EFA - iShares MSCI EAFE: simulated historical serie, up to December 2001
  • EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
  • 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
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