The Merrill Lynch Edge Select Moderately Conservative Portfolio is exposed for 37% on the Stock Market .

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

Asset Allocation and ETFs

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

37% Stocks
63% Fixed Income
0% Commodities

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

Weight Ticker ETF Name Investment Themes
14.00 % VUG Vanguard Growth Equity, U.S., Large Cap, Growth
9.00 % VTV Vanguard Value Equity, U.S., Large Cap
9.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
3.00 % VWO Vanguard FTSE Emerging Markets Equity, Emerging Markets, Large Cap
1.00 % IJT iShares S&P Small-Cap 600 Growth Equity, U.S., Small Cap, Growth
1.00 % VIOV Vanguard S&P Small-Cap 600 Value Equity, U.S., Small Cap
17.00 % VGIT Vanguard Intermediate-Term Treasury Bond, U.S., Intermediate-Term
15.00 % MBB iShares MBS Bond, U.S., Long-Term
15.00 % LQD iShares Investment Grade Corporate Bond Bond, U.S., All-Term
9.00 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
5.00 % 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

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 Conservative Portfolio - Historical returns and stats:

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Range Returns
Aug 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.56%
0.00%
1 - 0
YTD
+11.74%
-1.74%
May 2019 - May 2019
7 - 1
1Y
+6.49%
7.33%
-4.71%
Sep 2018 - Dec 2018
8 - 4
3Y
+6.27%
annualized
4.94%
-4.71%
Sep 2018 - Dec 2018
26 - 10
5Y
+5.06%
annualized
5.00%
-4.71%
Sep 2018 - Dec 2018
40 - 20
MAX
Dec 2010
+6.21%
annualized
5.17%
-5.59%
Jun 2011 - Sep 2011
73 - 31

* Annualized St.Dev. of monthly returns

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

Portfolio 5Y Return ▾ #ETF Stocks Bonds Comm.
Stocks/Bonds 40/60
+5.89% 2 40 60 0
Couch
Scott Burns
+5.87% 2 50 50 0
All Weather Portfolio
Ray Dalio
+5.52% 5 30 55 15
Permanent Portfolio
Harry Browne
+5.28% 4 25 50 25
Edge Select Moderately Conservative
Merrill Lynch
+5.06% 12 37 63 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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

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Return (*)
Rolling Period Average Best Worst
1 Year
+6.00% +14.17%
Oct 2011 - Sep 2012
-3.86%
Mar 2015 - Feb 2016
2 Years
+6.09% +10.34%
Feb 2016 - Jan 2018
+1.63%
Mar 2014 - Feb 2016
3 Years
+5.95% +9.47%
Oct 2011 - Sep 2014
+3.87%
Mar 2013 - Feb 2016
5 Years
+5.71% +7.39%
Oct 2011 - Sep 2016
+4.02%
Jan 2014 - Dec 2018
7 Years
+6.05% +6.95%
Oct 2011 - Sep 2018
+5.51%
Jan 2012 - Dec 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
+11.74% 4.1 1.0 1.8 1.5 -1.7 3.6 0.4 0.6
2018
-2.87% 1.6 -2.1 -0.2 -0.4 0.9 -0.1 1.4 0.9 -0.2 -3.5 1.0 -2.0
2017
+11.35% 1.1 1.7 0.4 1.1 1.2 0.1 1.4 0.7 0.5 1.0 0.7 0.9
2016
+6.10% -1.5 0.3 3.6 0.6 0.3 1.3 1.9 0.2 0.4 -1.3 -0.7 0.9
2015
-0.46% 0.7 1.7 -0.6 0.9 -0.1 -1.5 0.8 -2.8 -0.7 2.9 -0.3 -1.2
2014
+6.64% -0.6 2.2 0.0 0.7 1.6 0.9 -0.8 2.1 -1.6 1.4 1.0 -0.5
2013
+8.64% 1.2 0.5 1.2 1.6 -1.2 -2.0 2.3 -1.5 2.6 2.3 0.8 0.7
2012
+10.04% 2.9 2.0 0.3 0.3 -2.8 2.0 1.3 1.1 1.5 -0.3 0.6 0.9
2011
+3.63% 0.6 1.3 0.2 2.4 0.1 -0.8 0.4 -1.8 -3.4 4.6 -0.9 1.2

* 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