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:
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.
| 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 |
- 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.
| 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.
| Portfolio | 10Y Return ▾ | #ETF | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|---|
| Technology |
+18.99% | 1 | 100 | 0 | 0 | Compare | |
| US Stocks |
+12.78% | 1 | 100 | 0 | 0 | Compare | |
| Warren Buffett |
+12.02% | 2 | 90 | 10 | 0 | Compare | |
| Second Grader's Starter Paul Farrell |
+9.60% | 3 | 90 | 10 | 0 | Compare | |
| Edge Select Aggressive Merrill Lynch |
+9.18% | 12 | 84 | 16 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns
Burton Malkiel Mid-Fifties Portfolio: annualized rolling and average returns
| 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
| 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 |