Last Update: 30 June 2021

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 9.39% compound annual return, with a 12.22% standard deviation.

In 2020, the portfolio granted a 2.07% 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 June 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Burton Malkiel Mid-Twenties Portfolio +1.24 +6.42 +11.01 +34.17 +13.13 +12.52 +9.39
Components
VTI - Vanguard Total Stock Market +2.48 +8.13 +15.21 +44.42 +18.73 +17.90 +14.70
EEM - iShares MSCI Emerging Markets +0.95 +3.84 +7.20 +39.95 +10.70 +12.18 +3.57
EFA - iShares MSCI EAFE -1.08 +5.39 +9.59 +32.63 +8.47 +10.14 +5.79
VNQ - Vanguard Real Estate +2.64 +11.60 +21.41 +34.41 +11.90 +7.07 +9.72
VIG - Vanguard Dividend Appreciation -0.14 +5.71 +10.53 +34.37 +17.21 +15.42 +13.01
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill -0.02 -0.03 -0.05 -0.06 +1.12 +0.97 +0.45
EMB - iShares JP Morgan USD Em Mkts Bd +0.86 +4.28 -1.42 +7.01 +6.64 +4.25 +5.01
LQD - iShares Investment Grade Corporate Bond +2.21 +3.92 -1.77 +2.40 +8.79 +5.09 +5.56
(*) 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 June 2021
Swipe left to see all data
Period Returns
Jun 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.24%
0.00%
1 - 0
3M
+6.42%
0.00%
3 - 0
6M
+11.01%
-0.04%
Jan 2021 - Jan 2021
5 - 1
YTD
+11.01%
-0.04%
Jan 2021 - Jan 2021
5 - 1
1Y
+34.17%
10.96%
-3.74%
Sep 2020 - Oct 2020
9 - 3
3Y
+13.13%
annualized
15.44%
-19.80%
Jan 2020 - Mar 2020
26 - 10
5Y
+12.52%
annualized
12.56%
-19.80%
Jan 2020 - Mar 2020
44 - 16
10Y
+9.39%
annualized
12.22%
-19.80%
Jan 2020 - Mar 2020
80 - 40
MAX
01 Jan 2008
+7.28%
annualized
15.17%
-46.15%
Jan 2008 - Feb 2009
102 - 60

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.09% +58.57%
Mar 2009 - Feb 2010
-42.40%
Mar 2008 - Feb 2009
19.87%
2 Years
+9.10% +38.78%
Mar 2009 - Feb 2011
-7.58%
Jun 2008 - May 2010
7.91%
3 Years
+8.88% +25.36%
Mar 2009 - Feb 2012
+0.07%
Jan 2008 - Dec 2010
0.00%
5 Years
+8.85% +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
+8.75% +12.97%
Mar 2009 - Feb 2019
+6.06%
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-Twenties Portfolio: Rolling Returns page.

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 1.2 3.1 -0.2 0.0 2.5 -0.5 -0.1 -0.2 1.1 1.6
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
10.1
2020
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
43 64 71 86 57 50 77 46 62 54 69 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
+11.01% 0.0 1.9 2.4 3.8 1.3 1.2
2020
+12.95% -1.3 -6.1 -13.5 8.7 4.1 2.9 4.8 4.3 -2.3 -1.5 10.1 4.3
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
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