Last Update: 31 May 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 8.21% compound annual return, with a 12.35% 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

Portfolio and ETF Returns

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

BURTON MALKIEL MID-TWENTIES PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Burton Malkiel Mid-Twenties Portfolio +4.11 -2.05 -6.34 +3.30 +4.69 +5.10 +8.21
Components
VTI - Vanguard Total Stock Market +5.40 +2.65 -2.97 +11.28 +9.52 +9.14 +12.78
EEM - iShares MSCI Emerging Markets +2.97 -6.89 -9.43 -4.64 -0.61 +0.51 +2.00
EFA - iShares MSCI EAFE +5.43 -4.18 -11.55 -2.83 -0.42 +0.70 +5.24
VNQ - Vanguard Real Estate +1.73 -10.67 -15.29 -7.67 +2.11 +3.86 +8.83
VIG - Vanguard Dividend Appreciation +3.60 +2.89 -3.05 +10.51 +10.31 +9.97 +12.12
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill -0.02 +0.17 +0.52 +1.49 +1.57 +0.98 +0.46
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
(*) 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: 31 May 2020
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Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.11%
0.00%
1 - 0
3M
-2.05%
-13.46%
Mar 2020 - Mar 2020
2 - 1
6M
-6.34%
-19.80%
Jan 2020 - Mar 2020
3 - 3
YTD
-9.21%
-19.80%
Jan 2020 - Mar 2020
2 - 3
1Y
+3.30%
19.04%
-19.80%
Jan 2020 - Mar 2020
8 - 4
3Y
+4.69%
annualized
14.16%
-19.80%
Jan 2020 - Mar 2020
25 - 11
5Y
+5.10%
annualized
12.70%
-19.80%
Jan 2020 - Mar 2020
40 - 20
10Y
+8.21%
annualized
12.35%
-19.80%
Jan 2020 - Mar 2020
78 - 42
MAX
01 Jan 2008
+5.17%
annualized
15.38%
-46.15%
Jan 2008 - Feb 2009
92 - 57

* Annualized St.Dev. of monthly returns

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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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+9.60% 3 90 10 0 Compare
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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.15% +58.57%
Mar 2009 - Feb 2010
-42.40%
Mar 2008 - Feb 2009
21.74%
2 Years
+8.82% +38.78%
Mar 2009 - Feb 2011
-7.58%
Jun 2008 - May 2010
8.73%
3 Years
+8.90% +25.36%
Mar 2009 - Feb 2012
+0.07%
Jan 2008 - Dec 2010
0.00%
5 Years
+8.62% +19.74%
Mar 2009 - Feb 2014
+2.42%
Jan 2008 - Dec 2012
0.00%
7 Years
+8.64% +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

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
-9.21% -1.3 -6.1 -13.5 8.7 4.1
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
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