Last Update: 31 January 2020

The Merrill Lynch Edge Select Aggressive Portfolio is exposed for 84% on the Stock Market.

It's a Very High Risk portfolio and it can be replicated with 12 ETFs.

In the last 10 years, the portfolio obtained a 9.87% compound annual return, with a 11.16% standard deviation.

Asset Allocation and ETFs

The Merrill Lynch Edge Select Aggressive Portfolio has the following asset allocation:

84% Stocks
16% Fixed Income
0% Commodities

The Merrill Lynch Edge Select Aggressive Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
29.00 % VUG Vanguard Growth Equity, U.S., Large Cap, Growth
21.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
19.00 % VTV Vanguard Value Equity, U.S., Large Cap, Value
9.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
3.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
3.00 % IJT iShares S&P Small-Cap 600 Growth Equity, U.S., Small Cap, Growth
5.00 % IEI iShares 3-7 Year Treasury Bond Bond, U.S., Intermediate-Term
4.00 % LQD iShares Investment Grade Corporate Bond Bond, U.S., All-Term
3.00 % MBB iShares MBS Bond, U.S., Long-Term
2.00 % BIL SPDR Blmbg Barclays 1-3 Mth T-Bill Bond, U.S., Ultra Short-Term
1.00 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
1.00 % HYG iShares iBoxx $ High Yield Corporate Bond Bond, U.S., Intermediate-Term

Historical Returns

Merrill Lynch Edge Select Aggressive Portfolio - Historical returns and stats.

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

MERRILL LYNCH EDGE SELECT AGGRESSIVE PORTFOLIO
Last Update: 31 January 2020
Swipe left to see all data
Period Returns
Jan 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.85%
-0.85%
Jan 2020 - Jan 2020
0 - 1
3M
+4.62%
-0.85%
Jan 2020 - Jan 2020
2 - 1
6M
+7.14%
-1.53%
Aug 2019 - Aug 2019
4 - 2
YTD
-0.85%
-0.85%
Jan 2020 - Jan 2020
0 - 1
1Y
+15.05%
9.36%
-5.32%
May 2019 - May 2019
9 - 3
3Y
+10.93%
annualized
10.00%
-11.27%
Oct 2018 - Dec 2018
27 - 9
5Y
+8.73%
annualized
10.13%
-11.27%
Oct 2018 - Dec 2018
42 - 18
10Y
+9.87%
annualized
11.16%
-16.85%
May 2011 - Sep 2011
80 - 40
MAX
01 Jan 2008
+6.66%
annualized
13.69%
-42.89%
Jan 2008 - Feb 2009
91 - 54

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Technology
+18.98% 1 100 0 0
US Stocks
+13.83% 1 100 0 0
Warren Buffett
+12.70% 2 90 10 0
Second Grader's Starter
Paul Farrell
+10.41% 3 90 10 0
Ultimate Buy and Hold Strategy
Paul Merriman
+9.99% 10 100 0 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Merrill Lynch Edge Select Aggressive Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+8.85% +52.39%
Mar 2009 - Feb 2010
-38.83%
Mar 2008 - Feb 2009
19.40%
2 Years
+9.55% +35.26%
Mar 2009 - Feb 2011
-6.71%
Jun 2008 - May 2010
8.20%
3 Years
+9.57% +23.55%
Mar 2009 - Feb 2012
+0.33%
Jan 2008 - Dec 2010
0.00%
5 Years
+9.37% +19.17%
Mar 2009 - Feb 2014
+2.52%
Jan 2008 - Dec 2012
0.00%
7 Years
+9.37% +13.13%
Mar 2009 - Feb 2016
+5.47%
Jan 2008 - Dec 2014
0.00%
10 Years
+9.41% +12.98%
Mar 2009 - Feb 2019
+6.60%
Jan 2008 - Dec 2017
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-0.85% -0.9
2019
+24.61% 7.4 2.1 1.4 3.1 -5.3 5.8 0.4 -1.5 1.6 2.4 2.3 3.2
2018
-6.88% 4.8 -3.7 -1.1 0.0 1.2 -0.4 2.8 1.4 0.0 -6.9 1.6 -6.2
2017
+21.70% 2.6 2.6 1.2 1.4 1.8 0.6 2.5 0.6 1.6 2.0 1.6 1.4
2016
+9.21% -4.5 -0.5 6.9 0.7 0.5 0.6 3.7 0.3 0.7 -1.8 1.1 1.5
2015
-1.81% -1.2 4.7 -1.7 2.5 0.1 -1.9 0.6 -5.7 -2.5 6.4 -0.2 -2.2
2014
+6.27% -3.6 4.2 0.5 0.5 2.1 1.9 -1.3 2.9 -2.9 2.0 1.3 -1.2
2013
+20.62% 3.2 0.2 2.2 1.9 0.0 -2.3 4.4 -2.2 4.6 3.6 1.8 1.8
2012
+15.28% 5.5 3.9 1.2 -0.8 -6.7 3.9 0.9 2.2 2.6 -1.0 1.1 2.3
2011
-2.72% 1.0 2.5 0.7 3.3 -1.3 -1.3 -1.4 -5.7 -8.2 9.9 -0.9 -0.1
2010
+14.37% -3.7 2.4 5.5 1.0 -7.4 -3.2 7.1 -3.4 8.4 3.4 -0.9 5.8
2009
+30.72% -8.0 -8.2 7.9 10.3 7.6 -0.3 7.9 2.2 4.7 -2.3 5.1 2.2
2008
-32.45% -5.7 -1.1 -0.6 4.7 1.5 -6.8 -1.6 -0.6 -9.1 -16.0 -5.7 4.3

* Note:
Portofolio Returns, up to December 2013, 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:

BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013

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