Data Source: from January 1995 to September 2021

Last Update: 30 September 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 11.09% compound annual return, with a 11.68% standard deviation.

In the last 25 years, a 8.54% compound annual return, with a 14.10% 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 September 2021
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Burton Malkiel Mid-Twenties Portfolio -3.98 -1.68 +4.63 +23.51 +11.19 +11.22 +11.09 +9.31 +8.54
Components
VTI
Vanguard Total Stock Market
-4.46 -0.03 +8.10 +32.16 +16.05 +16.88 +16.60 +10.07 +9.79
EEM
iShares MSCI Emerging Markets
-3.87 -8.65 -5.14 +15.96 +7.76 +8.29 +5.81 +10.20 +6.12
EFA
iShares MSCI EAFE
-3.26 -1.10 +4.22 +25.44 +7.53 +8.64 +8.13 +6.44 +5.10
VNQ
Vanguard Real Estate
-5.68 +0.62 +12.29 +33.49 +11.96 +7.52 +11.52 +10.37 +10.07
VIG
Vanguard Dividend Appreciation
-4.99 -0.32 +5.37 +21.46 +13.62 +15.04 +14.48 +10.31 +10.00
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill
+0.01 -0.01 -0.04 -0.06 +0.96 +0.96 +0.45 +1.15 +1.92
EMB
iShares JP Morgan USD Em Mkts Bd
-2.64 -1.22 +3.01 +3.20 +5.43 +3.36 +5.14 +8.56 +9.45
LQD
iShares Investment Grade Corporate Bond
-1.51 -0.45 +3.45 +1.11 +8.18 +4.75 +5.18 +5.62 +6.06
(*) 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 2021
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-3.98%
-3.98%
Sep 2021 - Sep 2021
0 - 1
3M
-1.68%
-3.98%
Sep 2021 - Sep 2021
2 - 1
6M
+4.63%
-3.98%
Sep 2021 - Sep 2021
5 - 1
YTD
+9.15%
-3.98%
Sep 2021 - Sep 2021
7 - 2
1Y
+23.51%
11.41%
-3.98%
Sep 2021 - Sep 2021
9 - 3
3Y
+11.19%
annualized
15.67%
-19.80%
Jan 2020 - Mar 2020
25 - 11
5Y
+11.22%
annualized
12.70%
-19.80%
Jan 2020 - Mar 2020
44 - 16
10Y
+11.09%
annualized
11.68%
-19.80%
Jan 2020 - Mar 2020
82 - 38
20Y
+9.31%
annualized
13.88%
-49.50%
Nov 2007 - Feb 2009
157 - 83
25Y
+8.54%
annualized
14.10%
-49.50%
Nov 2007 - Feb 2009
192 - 108
MAX
01 Jan 1995
+9.10%
annualized
13.75%
-49.50%
Nov 2007 - Feb 2009
209 - 112
* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with Very High Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Technology
+13.30% -81.08% 100 0 0 Compare
US Stocks
+9.79% -50.84% 100 0 0 Compare
Warren Buffett
+9.32% -45.53% 90 10 0 Compare
Aggressive Global Income
+9.18% -52.62% 80 20 0 Compare
Stocks/Bonds 80/20
+9.12% -41.09% 80 20 0 Compare

See all portfolios

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
+10.01% +58.57%
Mar 2009 - Feb 2010
-42.40%
Mar 2008 - Feb 2009
21.61%
2 Years
+8.90% +38.78%
Mar 2009 - Feb 2011
-23.63%
Mar 2007 - Feb 2009
16.11%
3 Years
+8.40% +25.36%
Mar 2009 - Feb 2012
-12.28%
Mar 2006 - Feb 2009
14.69%
5 Years
+8.07% +20.52%
Nov 2002 - Oct 2007
-2.15%
Mar 2004 - Feb 2009
1.91%
7 Years
+7.85% +13.41%
Mar 2009 - Feb 2016
+1.72%
Mar 2002 - Feb 2009
0.00%
10 Years
+8.05% +12.97%
Mar 2009 - Feb 2019
+2.58%
Mar 1999 - Feb 2009
0.00%
15 Years
+7.87% +10.50%
Feb 2003 - Jan 2018
+6.31%
Sep 2000 - Aug 2015
0.00%
20 Years
+7.81% +9.31%
Oct 2001 - Sep 2021
+5.83%
Apr 2000 - Mar 2020
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: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.24
48%
0.23
63%
1.05
74%
2.44
78%
0.31
59%
0.53
63%
0.97
59%
-0.46
56%
0.01
63%
0.71
62%
1.74
77%
1.98
81%
Best
Year
7.9
2019
6.1
1998
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
8.1
1999
Worst
Year
-9.5
2009
-9.7
2009
-13.5
2020
-5.9
2004
-7.5
2010
-7.8
2008
-7.5
2002
-15.0
1998
-9.3
2001
-19.1
2008
-7.1
2008
-6.2
2018
Statistics calculated for the period Jan 1995 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Burton Malkiel Mid-Twenties Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+9.15% 0.0 1.9 2.4 3.8 1.3 1.2 0.5 1.9 -4.0
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
2007
+8.80% 1.9 -1.4 1.7 3.1 2.7 -1.1 -2.5 1.5 5.3 4.1 -4.8 -1.6
2006
+21.60% 5.6 0.0 2.1 1.9 -4.2 0.5 1.4 2.4 0.8 4.2 3.5 1.8
2005
+12.41% -1.9 3.4 -3.3 -0.4 2.6 2.2 4.3 0.4 2.4 -3.0 3.8 1.8
2004
+16.58% 2.4 1.7 0.6 -5.9 1.8 1.9 -2.5 2.3 2.4 2.6 5.0 3.9
2003
+35.10% -1.8 -1.0 0.0 7.9 5.3 2.7 2.8 1.9 0.7 5.5 1.9 5.2
2002
-10.76% -0.7 0.6 4.0 -0.9 -0.4 -4.4 -7.5 1.3 -7.7 3.4 3.9 -2.0
2001
-3.19% 5.2 -6.4 -5.2 6.1 0.4 -0.5 -1.9 -1.6 -9.3 2.8 6.2 2.3
2000
-6.29% -3.7 1.5 3.3 -3.0 -2.1 3.8 -0.7 3.0 -3.0 -2.6 -5.5 3.1
1999
+24.62% 0.2 -1.6 4.2 6.7 -2.2 4.1 -2.0 -0.4 -1.2 3.7 3.4 8.1
1998
+7.96% -0.5 6.1 3.8 0.2 -3.4 0.0 -1.3 -15.0 4.7 7.2 5.1 3.0
1997
+13.00% 2.7 0.9 -2.8 1.7 5.7 4.1 4.4 -5.4 5.2 -6.1 1.3 1.4
1996
+17.62% 3.4 0.2 1.2 2.4 1.4 0.1 -3.9 2.4 3.7 0.6 4.9 0.4
1995
+19.21% -1.8 1.1 1.9 2.9 3.3 1.3 3.3 -0.2 2.3 -1.8 2.8 2.8

* Note:
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

  • VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
  • EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
  • EFA - iShares MSCI EAFE: simulated historical serie, up to December 2001
  • VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
  • VIG - Vanguard Dividend Appreciation: simulated historical serie, up to December 2006
  • BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill: simulated historical serie, up to December 2007
  • EMB - iShares JP Morgan USD Em Mkts Bd: simulated historical serie, up to December 2007
  • LQD - iShares Investment Grade Corporate Bond: simulated historical serie, up to December 2002
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