Last Update: 31 January 2020
The Tim Maurer Simple Money Portfolio is exposed for 60% on the Stock Market.
It's a High Risk portfolio and it can be replicated with 7 ETFs.
In the last 10 years, the portfolio obtained a 7.22% compound annual return, with a 7.89% standard deviation.
Asset Allocation and ETFs
The Tim Maurer Simple Money Portfolio has the following asset allocation:
The Tim Maurer Simple Money Portfolio can be replicated with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 15.00 % | SCZ | iShares MSCI EAFE Small-Cap | Equity, EAFE, Small Cap | |
| 15.00 % | EFV | iShares MSCI EAFE Value | Equity, EAFE, Large Cap, Value | |
| 7.50 % | IJR | iShares Core S&P Small-Cap | Equity, U.S., Small Cap | |
| 7.50 % | IJS | iShares S&P Small-Cap 600 Value | Equity, U.S., Small Cap, Value | |
| 7.50 % | VTV | Vanguard Value | Equity, U.S., Large Cap, Value | |
| 7.50 % | VV | Vanguard Large-Cap | Equity, U.S., Large Cap | |
| 40.00 % | IEI | iShares 3-7 Year Treasury Bond | Bond, U.S., Intermediate-Term |
Historical Returns
Tim Maurer Simple Money 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).
| Period | Returns Jan 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
-1.42%
|
-1.42%
Jan 2020 - Jan 2020
|
0 - 1 | |
|
3M
|
+1.89%
|
-1.42%
Jan 2020 - Jan 2020
|
2 - 1 | |
|
6M
|
+4.74%
|
-1.42%
Jan 2020 - Jan 2020
|
4 - 2 | |
|
YTD
|
-1.42%
|
-1.42%
Jan 2020 - Jan 2020
|
0 - 1 | |
|
1Y
|
+8.79%
|
6.86%
|
-3.66%
May 2019 - May 2019
|
8 - 4 |
|
3Y
|
+6.20%
annualized
|
7.01%
|
-8.67%
Sep 2018 - Dec 2018
|
25 - 11 |
|
5Y
|
+5.70%
annualized
|
6.82%
|
-8.67%
Sep 2018 - Dec 2018
|
40 - 20 |
|
10Y
|
+7.22%
annualized
|
7.89%
|
-11.27%
May 2011 - Sep 2011
|
77 - 43 |
|
MAX
01 Jan 2008
|
+5.43%
annualized
|
9.53%
|
-29.92%
Jan 2008 - Feb 2009
|
90 - 55 |
* Annualized St.Dev. of monthly returns
Best High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | #ETF | Stocks | Bonds | Comm. | |
|---|---|---|---|---|---|---|
| Simple Path to Wealth JL Collins |
+11.40% | 2 | 75 | 25 | 0 | |
| Talmud Portfolio Roger Gibson |
+10.25% | 3 | 66.67 | 33.33 | 0 | |
| Stocks/Bonds 60/40 |
+9.90% | 2 | 60 | 40 | 0 | |
| Yale Endowment David Swensen |
+9.79% | 6 | 70 | 30 | 0 | |
| Edge Select Moderately Aggressive Merrill Lynch |
+9.02% | 12 | 69 | 31 | 0 |
Capital Growth
Drawdowns
Rolling Returns
Tim Maurer Simple Money Portfolio: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+6.71% |
+36.18% Mar 2009 - Feb 2010 |
-27.21% Mar 2008 - Feb 2009 |
21.64% |
| 2 Years |
+7.34% |
+25.94% Mar 2009 - Feb 2011 |
-2.23% Jan 2008 - Dec 2009 |
4.92% |
| 3 Years |
+7.44% |
+17.49% Mar 2009 - Feb 2012 |
+2.46% Jan 2008 - Dec 2010 |
0.00% |
| 5 Years |
+7.40% |
+15.27% Mar 2009 - Feb 2014 |
+3.31% Jan 2014 - Dec 2018 |
0.00% |
| 7 Years |
+7.39% |
+10.41% Mar 2009 - Feb 2016 |
+5.33% Jan 2008 - Dec 2014 |
0.00% |
| 10 Years |
+7.29% |
+9.71% Mar 2009 - Feb 2019 |
+5.89% Jan 2008 - Dec 2017 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2020 |
-1.42% | -1.4 | |||||||||||
| 2019 |
+16.14% | 5.2 | 1.6 | 0.2 | 2.1 | -3.7 | 4.0 | -0.3 | -1.1 | 2.0 | 1.9 | 1.3 | 2.0 |
| 2018 |
-6.64% | 2.2 | -2.8 | -0.1 | 0.4 | 0.7 | -0.3 | 1.6 | 0.6 | -0.5 | -5.0 | 1.0 | -4.3 |
| 2017 |
+13.36% | 1.2 | 1.3 | 0.8 | 1.4 | 0.8 | 0.7 | 1.6 | -0.1 | 2.2 | 0.8 | 1.2 | 0.8 |
| 2016 |
+8.15% | -2.8 | -0.3 | 4.6 | 1.0 | 0.4 | -0.3 | 2.6 | 0.3 | 0.8 | -1.5 | 1.5 | 1.8 |
| 2015 |
+0.47% | -0.2 | 3.1 | -0.2 | 1.1 | 0.6 | -1.2 | 0.6 | -3.5 | -1.7 | 3.5 | 0.1 | -1.5 |
| 2014 |
+2.33% | -1.7 | 3.2 | -0.1 | 0.2 | 1.0 | 1.3 | -2.0 | 1.6 | -2.7 | 1.6 | 0.4 | -0.4 |
| 2013 |
+17.81% | 2.9 | 0.5 | 1.7 | 2.0 | -0.6 | -1.6 | 4.0 | -1.7 | 4.6 | 2.6 | 1.4 | 1.0 |
| 2012 |
+11.70% | 4.0 | 2.3 | 0.8 | -0.6 | -5.3 | 3.2 | 0.1 | 2.2 | 1.9 | -0.3 | 1.0 | 2.1 |
| 2011 |
-0.69% | 1.3 | 2.0 | -0.3 | 3.2 | -0.7 | -1.0 | -0.8 | -3.9 | -5.3 | 5.8 | -0.5 | 0.1 |
| 2010 |
+12.55% | -1.3 | 1.1 | 3.8 | 1.3 | -5.4 | -1.7 | 5.6 | -2.4 | 6.0 | 2.6 | -1.4 | 4.5 |
| 2009 |
+17.16% | -7.9 | -6.7 | 5.4 | 7.7 | 5.1 | 0.0 | 5.9 | 3.6 | 2.9 | -2.3 | 2.8 | 0.8 |
| 2008 |
-18.42% | -3.1 | -0.6 | 0.8 | 1.2 | 0.5 | -4.7 | -0.8 | 0.4 | -4.9 | -9.8 | -1.9 | 3.6 |