Last Update: 31 May 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 6.46% compound annual return, with a 8.50% 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 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
7.50 % IJR iShares Core S&P Small-Cap Equity, U.S., Small Cap
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

Portfolio and ETF Returns

The Tim Maurer Simple Money Portfolio guaranteed the following returns.

TIM MAURER SIMPLE MONEY PORTFOLIO RETURNS (%)
Last Update: 31 May 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Tim Maurer Simple Money Portfolio +2.81 -2.03 -5.89 +1.64 +2.41 +3.38 +6.46
Components
SCZ - iShares MSCI EAFE Small-Cap +8.08 -2.69 -11.22 -1.57 -0.21 +2.98 +7.89
EFV - iShares MSCI EAFE Value +4.57 -10.86 -19.00 -12.60 -5.43 -3.01 +2.89
IJS - iShares S&P Small-Cap 600 Value +2.55 -13.30 -24.94 -14.11 -3.46 +1.41 +8.08
IJR - iShares Core S&P Small-Cap +4.40 -8.71 -18.37 -8.09 +0.36 +3.95 +10.00
VTV - Vanguard Value +2.88 -3.08 -12.43 +0.08 +4.80 +6.16 +10.74
VV - Vanguard Large-Cap +5.16 +3.87 -1.58 +13.37 +10.42 +9.84 +13.16
IEI - iShares 3-7 Year Treasury Bond +0.32 +2.94 +6.65 +8.94 +4.41 +3.25 +3.15
(*) 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 May 2020
Swipe left to see all data
Period Returns
May 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.81%
0.00%
1 - 0
3M
-2.03%
-9.27%
Mar 2020 - Mar 2020
2 - 1
6M
-5.89%
-14.56%
Jan 2020 - Mar 2020
3 - 3
YTD
-7.73%
-14.56%
Jan 2020 - Mar 2020
2 - 3
1Y
+1.64%
13.09%
-14.56%
Jan 2020 - Mar 2020
7 - 5
3Y
+2.41%
annualized
9.82%
-14.56%
Jan 2020 - Mar 2020
23 - 13
5Y
+3.38%
annualized
8.58%
-14.56%
Jan 2020 - Mar 2020
39 - 21
10Y
+6.46%
annualized
8.50%
-14.56%
Jan 2020 - Mar 2020
76 - 44
MAX
01 Jan 2008
+4.72%
annualized
10.01%
-29.92%
Jan 2008 - Feb 2009
92 - 57

* 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
+10.68% 2 75 25 0 Compare
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+9.37% 2 60 40 0 Compare
Yale Endowment
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+8.78% 6 70 30 0 Compare
Talmud Portfolio
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+8.72% 3 66.67 33.33 0 Compare
Edge Select Moderately Aggressive
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+8.50% 12 69 31 0 Compare

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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
+6.46% +36.18%
Mar 2009 - Feb 2010
-27.21%
Mar 2008 - Feb 2009
22.46%
2 Years
+7.08% +25.94%
Mar 2009 - Feb 2011
-3.40%
Apr 2018 - Mar 2020
7.14%
3 Years
+7.26% +17.49%
Mar 2009 - Feb 2012
+0.57%
Apr 2017 - Mar 2020
0.00%
5 Years
+7.21% +15.27%
Mar 2009 - Feb 2014
+2.13%
Apr 2015 - Mar 2020
0.00%
7 Years
+7.22% +10.41%
Mar 2009 - Feb 2016
+3.92%
Apr 2013 - Mar 2020
0.00%
10 Years
+7.11% +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
-7.73% -1.4 -4.5 -9.3 5.0 2.8
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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