Last Update: 31 July 2020

The Merrill Lynch Edge Select Moderate Portfolio is exposed for 53% on the Stock Market.

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

In the last 10 years, the portfolio obtained a 7.84% compound annual return, with a 7.81% standard deviation.

In 2019, the portfolio granted a 2.80% dividend yield. If you are interested in getting periodic income, please refer to the Merrill Lynch Edge Select Moderate Portfolio: Dividend Yield page.

Asset Allocation and ETFs

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

53% Stocks
47% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
19.00 % VUG Vanguard Growth Equity, U.S., Large Cap, Growth
13.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
12.00 % VTV Vanguard Value Equity, U.S., Large Cap, Value
5.00 % EEM iShares MSCI Emerging Markets Equity, Emerging Markets, Large Cap
2.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
2.00 % IJT iShares S&P Small-Cap 600 Growth Equity, U.S., Small Cap, Growth
14.00 % IEI iShares 3-7 Year Treasury Bond Bond, U.S., Intermediate-Term
14.00 % LQD iShares Investment Grade Corporate Bond Bond, U.S., All-Term
11.00 % MBB iShares MBS Bond, U.S., Long-Term
4.00 % HYG iShares iBoxx $ High Yield Corporate Bond Bond, U.S., Intermediate-Term
2.00 % BIL SPDR Blmbg Barclays 1-3 Mth T-Bill Bond, U.S., Ultra Short-Term
2.00 % BNDX Vanguard Total International Bond Bond, Developed Markets, 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 Merrill Lynch Edge Select Moderate Portfolio guaranteed the following returns.

MERRILL LYNCH EDGE SELECT MODERATE PORTFOLIO RETURNS (%)
Last Update: 31 July 2020
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Merrill Lynch Edge Select Moderate Portfolio +3.71 +9.15 +3.41 +9.85 +7.47 +7.15 +7.84
Components
VUG - Vanguard Growth +7.56 +20.80 +16.23 +31.32 +19.95 +15.88 +16.79
VEU - Vanguard FTSE All-World ex-US +3.93 +13.54 -3.88 +1.41 +1.36 +3.34 +4.67
VTV - Vanguard Value +3.74 +5.64 -10.15 -4.86 +4.57 +6.99 +10.91
EEM - iShares MSCI Emerging Markets +8.25 +18.84 +3.40 +6.45 +1.99 +5.42 +2.55
IJS - iShares S&P Small-Cap 600 Value +2.58 +8.95 -17.23 -16.33 -2.69 +3.13 +8.97
IJT - iShares S&P Small-Cap 600 Growth +5.58 +15.94 -5.19 -1.78 +5.28 +7.33 +12.59
IEI - iShares 3-7 Year Treasury Bond +0.38 +0.82 +5.42 +8.71 +4.57 +3.31 +2.90
LQD - iShares Investment Grade Corporate Bond +3.10 +7.88 +7.13 +14.80 +8.10 +7.03 +6.07
MBB - iShares MBS +0.29 +0.31 +3.05 +5.44 +3.77 +2.95 +2.75
HYG - iShares iBoxx $ High Yield Corporate Bond +5.06 +7.53 +0.17 +3.33 +3.90 +4.79 +5.66
BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill +0.01 -0.01 +0.30 +1.13 +1.52 +0.98 +0.46
BNDX - Vanguard Total International Bond +0.95 +1.91 +1.50 +3.83 +5.25 +4.36 +4.88
(*) 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 Merrill Lynch Edge Select Moderate Portfolio: Dividend Yield page.

Historical Returns

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

MERRILL LYNCH EDGE SELECT MODERATE PORTFOLIO
Last Update: 31 July 2020
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Period Returns
Jul 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.71%
0.00%
1 - 0
3M
+9.15%
0.00%
3 - 0
6M
+3.41%
-10.96%
Feb 2020 - Mar 2020
4 - 2
YTD
+3.50%
-10.96%
Feb 2020 - Mar 2020
5 - 2
1Y
+9.85%
12.01%
-10.96%
Feb 2020 - Mar 2020
9 - 3
3Y
+7.47%
annualized
9.44%
-10.96%
Feb 2020 - Mar 2020
25 - 11
5Y
+7.15%
annualized
8.37%
-10.96%
Feb 2020 - Mar 2020
41 - 19
10Y
+7.84%
annualized
7.81%
-10.96%
Feb 2020 - Mar 2020
80 - 40
MAX
01 Jan 2008
+6.34%
annualized
9.49%
-27.61%
Jan 2008 - Feb 2009
96 - 55

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.35% +36.29%
Mar 2009 - Feb 2010
-25.06%
Mar 2008 - Feb 2009
16.43%
2 Years
+7.73% +25.19%
Mar 2009 - Feb 2011
-0.57%
Jun 2008 - May 2010
2.34%
3 Years
+7.75% +18.22%
Mar 2009 - Feb 2012
+3.43%
Jan 2008 - Dec 2010
0.00%
5 Years
+7.50% +14.61%
Mar 2009 - Feb 2014
+4.07%
Apr 2015 - Mar 2020
0.00%
7 Years
+7.52% +10.43%
Mar 2009 - Feb 2016
+5.28%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.71% +9.97%
Mar 2009 - Feb 2019
+6.21%
Apr 2010 - Mar 2020
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
+3.50% 0.1 -3.3 -7.9 6.4 3.1 2.1 3.7
2019
+19.44% 5.4 1.4 1.6 2.1 -3.1 4.4 0.3 -0.2 0.9 1.6 1.6 2.1
2018
-4.47% 2.6 -2.7 -0.5 -0.3 1.1 -0.2 1.9 1.1 -0.1 -4.8 1.1 -3.5
2017
+15.00% 1.7 1.9 0.7 1.2 1.4 0.3 1.8 0.6 1.0 1.3 1.0 1.1
2016
+7.31% -2.5 0.0 4.8 0.7 0.3 1.1 2.5 0.2 0.5 -1.5 0.0 1.2
2015
-1.02% 0.1 2.7 -1.0 1.4 -0.1 -1.6 0.7 -3.8 -1.4 4.1 -0.3 -1.6
2014
+6.15% -1.7 2.9 0.1 0.6 1.8 1.2 -1.0 2.4 -2.2 1.6 1.1 -0.8
2013
+12.89% 1.9 0.4 1.5 1.7 -0.7 -2.1 3.1 -1.7 3.3 2.8 1.2 1.1
2012
+11.74% 3.8 2.7 0.6 -0.2 -4.2 2.7 1.1 1.5 1.8 -0.5 0.7 1.4
2011
+1.36% 0.8 1.7 0.4 2.7 -0.4 -1.0 -0.3 -3.3 -5.0 6.5 -1.0 0.7
2010
+11.88% -1.9 1.7 3.5 1.1 -4.7 -1.2 4.9 -1.6 5.3 2.3 -0.9 3.4
2009
+21.52% -5.4 -6.0 5.2 6.9 4.9 0.3 6.0 1.7 3.6 -1.5 3.9 1.0
2008
-18.62% -2.8 -0.6 -0.3 2.8 0.5 -4.4 -0.8 -0.1 -7.0 -10.0 -1.9 5.1

* 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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