Last Update: 31 March 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 8.8% compound annual return, with a 12.25% 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:
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 % | EFA | iShares MSCI EAFE | Equity, EAFE, Large Cap | |
| 17.50 % | EEM | iShares MSCI Emerging Markets | Equity, Emerging Markets, 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.
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | |
|---|---|---|---|---|---|---|---|
| Burton Malkiel Mid-Twenties Portfolio | +2.44 | +4.31 | +18.04 | +46.90 | +10.80 | +11.66 | +8.80 |
| Components | |||||||
| VTI - Vanguard Total Stock Market | +3.65 | +6.54 | +22.26 | +62.90 | +17.17 | +16.69 | +13.80 |
| EFA - iShares MSCI EAFE | +2.51 | +3.99 | +20.36 | +45.32 | +5.89 | +8.92 | +5.45 |
| EEM - iShares MSCI Emerging Markets | -0.73 | +3.23 | +22.24 | +58.83 | +5.68 | +11.59 | +3.05 |
| VNQ - Vanguard Real Estate | +5.15 | +8.79 | +18.88 | +36.73 | +11.00 | +6.13 | +8.91 |
| VIG - Vanguard Dividend Appreciation | +6.03 | +4.56 | +15.27 | +44.82 | +15.49 | +14.82 | +12.54 |
| BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill | -0.01 | -0.02 | -0.02 | -0.07 | +1.26 | +0.98 | +0.45 |
| 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 |
- 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.
| Period | Returns Mar 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+2.44%
|
0.00%
|
1 - 0 | |
|
3M
|
+4.31%
|
-0.04%
Jan 2021 - Jan 2021
|
2 - 1 | |
|
6M
|
+18.04%
|
-1.52%
Oct 2020 - Oct 2020
|
4 - 2 | |
|
YTD
|
+4.31%
|
-0.04%
Jan 2021 - Jan 2021
|
2 - 1 | |
|
1Y
|
+46.90%
|
12.21%
|
-3.74%
Sep 2020 - Oct 2020
|
9 - 3 |
|
3Y
|
+10.80%
annualized
|
15.40%
|
-19.80%
Jan 2020 - Mar 2020
|
24 - 12 |
|
5Y
|
+11.66%
annualized
|
12.51%
|
-19.80%
Jan 2020 - Mar 2020
|
44 - 16 |
|
10Y
|
+8.80%
annualized
|
12.25%
|
-19.80%
Jan 2020 - Mar 2020
|
78 - 42 |
|
MAX
01 Jan 2008
|
+6.92%
annualized
|
15.28%
|
-46.15%
Jan 2008 - Feb 2009
|
99 - 60 |
* Annualized St.Dev. of monthly returns
Best Very High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | Stocks | Bonds | Comm. | ||
|---|---|---|---|---|---|---|
| Technology |
+19.92% | 100 | 0 | 0 | Compare | |
| US Stocks |
+13.80% | 100 | 0 | 0 | Compare | |
| Warren Buffett |
+12.75% | 90 | 10 | 0 | Compare | |
| Stocks/Bonds 80/20 |
+11.80% | 80 | 20 | 0 | Compare | |
| Second Grader's Starter Paul Farrell |
+10.29% | 90 | 10 | 0 | Compare |
Capital Growth
Drawdowns
Rolling Returns ( more details)
Burton Malkiel Mid-Twenties Portfolio: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+8.53% |
+58.57% Mar 2009 - Feb 2010 |
-42.40% Mar 2008 - Feb 2009 |
20.27% |
| 2 Years |
+8.93% |
+38.78% Mar 2009 - Feb 2011 |
-7.58% Jun 2008 - May 2010 |
8.09% |
| 3 Years |
+8.79% |
+25.36% Mar 2009 - Feb 2012 |
+0.07% Jan 2008 - Dec 2010 |
0.00% |
| 5 Years |
+8.74% |
+19.74% Mar 2009 - Feb 2014 |
+2.42% Jan 2008 - Dec 2012 |
0.00% |
| 7 Years |
+8.57% |
+13.41% Mar 2009 - Feb 2016 |
+4.85% Apr 2013 - Mar 2020 |
0.00% |
| 10 Years |
+8.72% |
+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
| Months | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average | -0.3 | 0.1 | 1.2 | 3.0 | -0.3 | -0.1 | 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 | 85 | 54 | 46 | 77 | 46 | 62 | 54 | 69 | 77 |
Detail of Monthly Returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+4.31% | 0.0 | 1.9 | 2.4 | |||||||||
| 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 |