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:

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

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).

TIM MAURER SIMPLE MONEY PORTFOLIO
Last Update: 31 January 2020
Swipe left to see all data
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

See all portfolios

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
+6.71% +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

Swipe left to see all data
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
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