Last Update: 31 July 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 6.38% compound annual return, with a 8.33% standard deviation.

In 2019, the portfolio granted a 2.95% dividend yield. If you are interested in getting periodic income, please refer to the Tim Maurer Simple Money Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Tim Maurer Simple Money Portfolio has the following asset allocation:

60% Stocks
40% Fixed Income
0% Commodities

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
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 Tim Maurer Simple Money Portfolio guaranteed the following returns.

TIM MAURER SIMPLE MONEY PORTFOLIO RETURNS (%)
Last Update: 31 July 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Tim Maurer Simple Money Portfolio +1.68 +5.90 -3.59 +0.98 +2.64 +4.11 +6.38
Components
SCZ - iShares MSCI EAFE Small-Cap +2.69 +13.23 -7.16 +0.37 +0.02 +4.11 +7.37
EFV - iShares MSCI EAFE Value -0.20 +7.85 -15.52 -11.98 -5.65 -2.04 +2.30
IJR - iShares Core S&P Small-Cap +4.28 +12.80 -10.80 -8.58 +1.66 +5.53 +10.97
IJS - iShares S&P Small-Cap 600 Value +2.58 +8.95 -17.23 -16.33 -2.69 +3.13 +8.97
VTV - Vanguard Value +3.74 +5.64 -10.15 -4.86 +4.57 +6.99 +10.91
VV - Vanguard Large-Cap +5.98 +13.77 +3.23 +12.93 +12.35 +11.56 +13.90
IEI - iShares 3-7 Year Treasury Bond +0.38 +0.82 +5.42 +8.71 +4.57 +3.31 +2.90
(*) 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 Tim Maurer Simple Money Portfolio: Dividend Yield page.

Historical Returns

Tim Maurer Simple Money Portfolio - Historical returns and stats.

TIM MAURER SIMPLE MONEY PORTFOLIO
Last Update: 31 July 2020
Swipe left to see all data
Period Returns
Jul 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.68%
0.00%
1 - 0
3M
+5.90%
0.00%
3 - 0
6M
-3.59%
-13.33%
Feb 2020 - Mar 2020
4 - 2
YTD
-4.96%
-14.56%
Jan 2020 - Mar 2020
4 - 3
1Y
+0.98%
12.65%
-14.56%
Jan 2020 - Mar 2020
8 - 4
3Y
+2.64%
annualized
9.84%
-14.56%
Jan 2020 - Mar 2020
23 - 13
5Y
+4.11%
annualized
8.59%
-14.56%
Jan 2020 - Mar 2020
40 - 20
10Y
+6.38%
annualized
8.33%
-14.56%
Jan 2020 - Mar 2020
77 - 43
MAX
01 Jan 2008
+4.90%
annualized
9.95%
-29.92%
Jan 2008 - Feb 2009
94 - 57

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Tim Maurer Simple Money Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.37% +36.18%
Mar 2009 - Feb 2010
-27.21%
Mar 2008 - Feb 2009
22.86%
2 Years
+6.98% +25.94%
Mar 2009 - Feb 2011
-3.40%
Apr 2018 - Mar 2020
7.03%
3 Years
+7.18% +17.49%
Mar 2009 - Feb 2012
+0.57%
Apr 2017 - Mar 2020
0.00%
5 Years
+7.14% +15.27%
Mar 2009 - Feb 2014
+2.13%
Apr 2015 - Mar 2020
0.00%
7 Years
+7.16% +10.41%
Mar 2009 - Feb 2016
+3.92%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.08% +9.71%
Mar 2009 - Feb 2019
+5.19%
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
-4.96% -1.4 -4.5 -9.3 5.0 2.8 1.3 1.7
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
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