Burton Malkiel Mid-Twenties Portfolio: ETF allocation and returns

Last Update: 30 September 2020

The Burton Malkiel Mid-Twenties Portfolio is exposed for 87% 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 8.26% compound annual return, with a 11.97% standard deviation.

In 2019, the portfolio granted a 3.04% dividend yield. If you are interested in getting periodic income, please refer to the Burton Malkiel Mid-Twenties Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Burton Malkiel Mid-Twenties Portfolio has the following asset allocation:

        87% Stocks
      
        13% Fixed Income
      
        0% Commodities

The Burton Malkiel Mid-Twenties Portfolio can be replicated with the following ETFs:

Weight	Ticker	ETF Name	Investment Themes
35.00 %	VTI	Vanguard Total Stock Market	Equity, U.S., Large Cap
17.50 %	EEM	iShares MSCI Emerging Markets	Equity, Emerging Markets, Large Cap
17.50 %	EFA	iShares MSCI EAFE	Equity, EAFE, Large Cap
10.00 %	VNQ	Vanguard Real Estate	Real Estate, U.S.
7.00 %	VIG	Vanguard Dividend Appreciation	Equity, U.S., Large Cap
5.00 %	BIL	SPDR Blmbg Barclays 1-3 Mth T-Bill	Bond, U.S., Ultra Short-Term
4.00 %	EMB	iShares JP Morgan USD Em Mkts Bd	Bond, Emerging Markets, All-Term
4.00 %	LQD	iShares Investment Grade Corporate Bond	Bond, U.S., All-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-Twenties Portfolio guaranteed the following returns.

BURTON MALKIEL MID-TWENTIES PORTFOLIO RETURNS (%)

Last Update: 30 September 2020

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
Burton Malkiel Mid-Twenties Portfolio	-2.25	+6.81	+24.45	+6.88	+6.22	+9.36	+8.26
*Components*
VTI - Vanguard Total Stock Market	-3.54	+9.24	+33.25	+14.90	+11.63	+13.68	+13.48
EEM - iShares MSCI Emerging Markets	-1.01	+10.25	+29.94	+10.81	+1.84	+8.47	+1.94
EFA - iShares MSCI EAFE	-2.05	+4.57	+20.74	+0.09	+0.48	+5.08	+4.54
VNQ - Vanguard Real Estate	-2.68	+1.31	+15.01	-12.28	+2.33	+5.19	+8.48
VIG - Vanguard Dividend Appreciation	-1.05	+10.28	+25.64	+9.65	+12.86	+14.04	+12.53
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill	-0.02	-0.01	-0.05	+0.78	+1.45	+0.98	+0.46
EMB - iShares JP Morgan USD Em Mkts Bd	-2.08	+2.43	+17.03	+2.02	+3.20	+5.77	+4.75
LQD - iShares Investment Grade Corporate Bond	-0.44	+0.82	+10.61	+8.89	+7.07	+6.48	+5.48

(*) 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-Twenties Portfolio: Dividend Yield page.

Historical Returns

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

BURTON MALKIEL MID-TWENTIES PORTFOLIO

Last Update: 30 September 2020

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Period	Returns Sep 2020	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	-2.25%		-2.25% Sep 2020 - Sep 2020	0 - 1
3M	+6.81%		-2.25% Sep 2020 - Sep 2020	2 - 1
6M	+24.45%		-2.25% Sep 2020 - Sep 2020	5 - 1
YTD	-0.18%		-19.80% Jan 2020 - Mar 2020	5 - 4
1Y	+6.88%	19.47%	-19.80% Jan 2020 - Mar 2020	8 - 4
3Y	+6.22% annualized	14.64%	-19.80% Jan 2020 - Mar 2020	24 - 12
5Y	+9.36% annualized	12.55%	-19.80% Jan 2020 - Mar 2020	42 - 18
10Y	+8.26% annualized	11.97%	-19.80% Jan 2020 - Mar 2020	79 - 41
MAX 01 Jan 2008	+5.82% annualized	15.29%	-46.15% Jan 2008 - Feb 2009	95 - 58

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since September 2010.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-19.80%	Jan 2020	Mar 2020	3	Aug 2020	5	8
-17.88%	May 2011	Sep 2011	5	Sep 2012	12	17
-11.50%	Feb 2018	Dec 2018	11	Apr 2019	4	15
-11.16%	May 2015	Feb 2016	10	Jul 2016	5	15
-4.70%	May 2019	May 2019	1	Jun 2019	1	2
-3.65%	Sep 2014	Sep 2014	1	Feb 2015	5	6
-3.65%	May 2013	Jun 2013	2	Jul 2013	1	3
-3.41%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-2.97%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-2.25%	Sep 2020	Sep 2020	1	in progress	0	1
-2.14%	Oct 2016	Oct 2016	1	Jan 2017	3	4
-1.58%	Nov 2010	Nov 2010	1	Dec 2010	1	2
-1.16%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-1.05%	Aug 2019	Aug 2019	1	Sep 2019	1	2
-0.90%	Mar 2015	Mar 2015	1	Apr 2015	1	2
-0.64%	Oct 2012	Oct 2012	1	Nov 2012	1	2
-0.03%	Aug 2016	Aug 2016	1	Sep 2016	1	2

Worst drawdowns since December 2007.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-46.15%	Jan 2008	Feb 2009	14	Dec 2010	22	36
-19.80%	Jan 2020	Mar 2020	3	Aug 2020	5	8
-17.88%	May 2011	Sep 2011	5	Sep 2012	12	17
-11.50%	Feb 2018	Dec 2018	11	Apr 2019	4	15
-11.16%	May 2015	Feb 2016	10	Jul 2016	5	15
-4.70%	May 2019	May 2019	1	Jun 2019	1	2
-3.65%	Sep 2014	Sep 2014	1	Feb 2015	5	6
-3.65%	May 2013	Jun 2013	2	Jul 2013	1	3
-3.41%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-2.97%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-2.25%	Sep 2020	Sep 2020	1	in progress	0	1
-2.14%	Oct 2016	Oct 2016	1	Jan 2017	3	4
-1.16%	Jul 2014	Jul 2014	1	Aug 2014	1	2
-1.05%	Aug 2019	Aug 2019	1	Sep 2019	1	2
-0.90%	Mar 2015	Mar 2015	1	Apr 2015	1	2
-0.64%	Oct 2012	Oct 2012	1	Nov 2012	1	2
-0.03%	Aug 2016	Aug 2016	1	Sep 2016	1	2

Rolling Returns

Burton Malkiel Mid-Twenties Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+8.10%	+58.57% Mar 2009 - Feb 2010	-42.40% Mar 2008 - Feb 2009	21.13%
2 Years	+8.71%	+38.78% Mar 2009 - Feb 2011	-7.58% Jun 2008 - May 2010	8.46%
3 Years	+8.81%	+25.36% Mar 2009 - Feb 2012	+0.07% Jan 2008 - Dec 2010	0.00%
5 Years	+8.60%	+19.74% Mar 2009 - Feb 2014	+2.42% Jan 2008 - Dec 2012	0.00%
7 Years	+8.59%	+13.41% Mar 2009 - Feb 2016	+4.85% Apr 2013 - Mar 2020	0.00%
10 Years	+8.74%	+12.97% Mar 2009 - Feb 2019	+6.06% Jun 2008 - May 2018	0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

Burton Malkiel Mid-Twenties Portfolio Seasonality

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	Months
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average	-0.3	-0.1	1.1	3.0	-0.3	-0.1	2.5	-0.5	-0.1	0.0	0.3	1.4
Best	7.9 2019	4.4 2014	8.4 2009	12.1 2009	8.1 2009	5.5 2019	8.3 2009	4.3 2020	8.0 2010	10.6 2011	5.4 2009	6.6 2008
Worst	-9.5 2009	-9.7 2009	-13.5 2020	-0.5 2012	-7.5 2010	-7.8 2008	-1.3 2011	-6.1 2015	-9.2 2011	-19.1 2008	-7.1 2008	-6.2 2018
Gain Frequency	46	62	69	85	54	46	77	46	62	58	67	75

Detail of Monthly Returns

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2020	-0.18%	-1.3	-6.1	-13.5	8.7	4.1	2.9	4.8	4.3	-2.3
2019	+24.15%	7.9	1.8	1.6	2.6	-4.7	5.5	0.1	-1.1	1.7	2.2	1.6	3.2
2018	-7.95%	4.0	-4.4	-0.5	-0.2	0.6	-0.4	2.8	0.6	0.1	-6.5	2.4	-6.2
2017	+21.11%	2.6	2.6	1.0	1.4	1.6	0.8	2.5	0.6	1.4	1.8	1.6	1.6
2016	+8.95%	-4.4	-0.6	7.6	0.5	0.2	1.7	3.7	0.0	0.5	-2.1	0.2	1.8
2015	-2.79%	-0.3	3.8	-0.9	1.5	-0.3	-2.4	0.6	-6.1	-2.2	6.2	-0.4	-1.8
2014	+6.93%	-3.4	4.4	0.9	1.0	2.1	1.7	-1.2	2.7	-3.7	2.6	1.1	-1.2
2013	+16.66%	3.1	0.1	2.0	2.7	-1.3	-2.4	3.9	-3.0	4.7	3.8	0.7	1.6
2012	+16.07%	5.6	3.5	1.2	-0.5	-6.9	4.4	1.0	1.8	2.3	-0.6	1.1	2.8
2011	-3.11%	0.8	2.7	0.7	3.5	-1.1	-1.4	-1.3	-6.0	-9.2	10.6	-1.3	0.2
2010	+15.09%	-4.2	2.4	6.2	1.3	-7.5	-3.3	7.9	-3.0	8.0	3.4	-1.6	5.9
2009	+32.24%	-9.5	-9.7	8.4	12.1	8.1	-0.7	8.3	3.3	5.3	-2.6	5.4	2.5
2008	-34.16%	-5.4	-1.2	-0.1	5.1	1.4	-7.8	-1.3	-0.8	-8.7	-19.1	-7.1	6.6