The Merrill Lynch Edge Select Moderately Aggressive Portfolio is exposed for 69% on the Stock Market .

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

Asset Allocation and ETFs

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

69% Stocks
31% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
25.00 % VUG Vanguard Growth Equity, U.S., Large Cap, Growth
17.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
16.00 % VTV Vanguard Value Equity, U.S., Large Cap
7.00 % VWO Vanguard FTSE Emerging Markets Equity, Emerging Markets, Large Cap
2.00 % IJT iShares S&P Small-Cap 600 Growth Equity, U.S., Small Cap, Growth
2.00 % VIOV Vanguard S&P Small-Cap 600 Value Equity, U.S., Small Cap
9.00 % LQD iShares Investment Grade Corporate Bond Bond, U.S., All-Term
9.00 % VGIT Vanguard Intermediate-Term Treasury Bond, U.S., Intermediate-Term
7.00 % MBB iShares MBS Bond, U.S., Long-Term
3.00 % 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
1.00 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term

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

Historical Returns

Merrill Lynch Edge Select Moderately Aggressive Portfolio - Historical returns and stats:

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Range Returns
Aug 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.80%
-0.80%
Aug 2019 - Aug 2019
0 - 1
YTD
+13.43%
-4.15%
May 2019 - May 2019
6 - 2
1Y
+3.02%
12.50%
-9.19%
Sep 2018 - Dec 2018
7 - 5
3Y
+8.44%
annualized
8.29%
-9.19%
Sep 2018 - Dec 2018
26 - 10
5Y
+6.09%
annualized
8.49%
-9.19%
Sep 2018 - Dec 2018
39 - 21
MAX
Dec 2010
+7.69%
annualized
8.81%
-13.25%
May 2011 - Sep 2011
69 - 35

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 5Y annualized return.

Portfolio 5Y Return ▾ #ETF Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+8.07% 2 75 25 0
Stocks/Bonds 60/40
+7.14% 2 60 40 0
Yale Endowment
David Swensen
+6.42% 6 70 30 0
Edge Select Moderately Aggressive
Merrill Lynch
+6.09% 12 69 31 0
Coffee House
Bill Schultheis
+5.74% 7 60 40 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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

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Return (*)
Rolling Period Average Best Worst
1 Year
+8.06% +20.19%
Feb 2017 - Jan 2018
-8.03%
Mar 2015 - Feb 2016
2 Years
+8.53% +17.39%
Feb 2016 - Jan 2018
+0.16%
Mar 2014 - Feb 2016
3 Years
+8.24% +14.24%
Oct 2011 - Sep 2014
+4.43%
Jan 2014 - Dec 2016
5 Years
+7.75% +10.15%
Oct 2011 - Sep 2016
+4.91%
Jan 2014 - Dec 2018
7 Years
+8.37% +10.36%
Oct 2011 - Sep 2018
+7.47%
May 2011 - Apr 2018

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+13.43% 6.4 1.8 1.7 2.6 -4.2 5.1 0.4 -0.8
2018
-5.65% 3.8 -3.2 -0.9 -0.2 1.1 -0.3 2.4 1.2 -0.0 -5.9 1.4 -4.8
2017
+18.24% 2.1 2.4 0.9 1.3 1.5 0.4 2.1 0.7 1.2 1.6 1.4 1.3
2016
+8.21% -3.6 -0.2 5.8 0.8 0.4 0.9 3.1 0.3 0.6 -1.6 0.5 1.3
2015
-1.36% -0.5 3.7 -1.4 2.1 0.0 -1.8 0.7 -4.9 -2.0 5.2 -0.3 -1.8
2014
+6.70% -2.6 3.6 0.3 0.6 2.0 1.6 -1.1 2.8 -2.5 1.8 1.3 -1.1
2013
+16.72% 2.6 0.3 1.9 1.9 -0.4 -2.2 3.7 -2.0 3.9 3.3 1.4 1.5
2012
+13.62% 4.6 3.4 0.9 -0.5 -5.5 3.3 1.0 1.8 2.2 -0.8 0.9 1.8
2011
-0.60% 0.9 2.1 0.5 3.0 -0.9 -1.2 -0.8 -4.4 -6.6 8.1 -1.0 0.4

* 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