Last Update: 31 March 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 8.69% compound annual return, with a 11.36% 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 % 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
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 March 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Burton Malkiel Mid-Fifties Portfolio +2.48 +3.62 +15.94 +42.27 +10.54 +10.91 +8.69
Components
VTI - Vanguard Total Stock Market +3.65 +6.54 +22.26 +62.90 +17.17 +16.69 +13.80
EEM - iShares MSCI Emerging Markets -0.73 +3.23 +22.24 +58.83 +5.68 +11.59 +3.05
EFA - iShares MSCI EAFE +2.51 +3.99 +20.36 +45.32 +5.89 +8.92 +5.45
VIG - Vanguard Dividend Appreciation +6.03 +4.56 +15.27 +44.82 +15.49 +14.82 +12.54
VNQ - Vanguard Real Estate +5.15 +8.79 +18.88 +36.73 +11.00 +6.13 +8.91
EMB - iShares JP Morgan USD Em Mkts Bd -0.73 -5.47 +0.18 +17.25 +3.64 +4.51 +4.96
LQD - iShares Investment Grade Corporate Bond -1.48 -5.47 -2.26 +8.11 +6.85 +5.14 +5.46
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill -0.01 -0.02 -0.02 -0.07 +1.26 +0.98 +0.45
(*) 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 March 2021
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Period Returns
Mar 2021		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
+2.48%
0.00%
1 - 0
3M
+3.62%
-0.39%
Jan 2021 - Jan 2021
2 - 1
6M
+15.94%
-1.52%
Oct 2020 - Oct 2020
4 - 2
YTD
+3.62%
-0.39%
Jan 2021 - Jan 2021
2 - 1
1Y
+42.27%
11.56%
-3.54%
Sep 2020 - Oct 2020
9 - 3
3Y
+10.54%
annualized
14.42%
-18.64%
Jan 2020 - Mar 2020
24 - 12
5Y
+10.91%
annualized
11.73%
-18.64%
Jan 2020 - Mar 2020
43 - 17
10Y
+8.69%
annualized
11.36%
-18.64%
Jan 2020 - Mar 2020
78 - 42
MAX
01 Jan 2008
+7.08%
annualized
14.30%
-42.93%
Jan 2008 - Feb 2009
100 - 59

* Annualized St.Dev. of monthly returns

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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
 +8.51% +55.26%
Mar 2009 - Feb 2010 		-39.51%
Mar 2008 - Feb 2009 		18.92%
2 Years
 +8.97% +36.93%
Mar 2009 - Feb 2011 		-5.76%
Jun 2008 - May 2010 		6.62%
3 Years
 +8.82% +24.79%
Mar 2009 - Feb 2012 		+1.13%
Jan 2008 - Dec 2010 		0.00%
5 Years
 +8.74% +19.22%
Mar 2009 - Feb 2014 		+2.99%
Apr 2015 - Mar 2020 		0.00%
7 Years
 +8.58% +13.40%
Mar 2009 - Feb 2016 		+4.93%
Apr 2013 - Mar 2020 		0.00%
10 Years
 +8.75% +12.73%
Mar 2009 - Feb 2019 		+6.29%
Jun 2008 - May 2018 		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

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.2 0.0 1.2 2.9 -0.2 -0.1 2.4 -0.3 -0.2 -0.2 1.0 1.7
Best 7.6
2019 		4.2
2014 		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 -9.2
2009 		-9.7
2009 		-13.1
2020 		-0.4
2018 		-6.8
2010 		-7.3
2008 		-1.2
2014 		-5.6
2015 		-8.4
2011 		-18.4
2008 		-6.0
2008 		-5.7
2018
Gain
Frequency		 50 64 79 85 54 46 77 46 62 54 62 77

Detail of Monthly Returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
 +3.62% -0.4 1.5 2.5
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
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