Tim Maurer Simple Money Portfolio: ETF allocation and returns

Last Update: 31 December 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 6.68% compound annual return, with a 8.46% standard deviation.

In 2020, the portfolio granted a 1.57% 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

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 December 2020

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	1M	3M	6M	1Y	*3Y^()**	*5Y^()**	*10Y^()**
Tim Maurer Simple Money Portfolio	+3.45	+10.89	+14.34	+6.87	+5.04	+7.27	+6.68
*Components*
SCZ - iShares MSCI EAFE Small-Cap	+7.06	+16.74	+28.43	+11.69	+4.67	+9.33	+7.80
EFV - iShares MSCI EAFE Value	+4.49	+18.57	+19.70	-2.97	-1.40	+4.08	+3.11
IJS - iShares S&P Small-Cap 600 Value	+7.50	+32.84	+35.75	+2.63	+3.55	+10.17	+10.17
IJR - iShares Core S&P Small-Cap	+8.24	+31.22	+35.53	+11.28	+7.74	+12.37	+11.89
VTV - Vanguard Value	+3.51	+14.59	+21.09	+2.26	+6.71	+10.76	+11.22
VV - Vanguard Large-Cap	+4.10	+12.78	+23.87	+20.99	+14.91	+15.66	+14.00
IEI - iShares 3-7 Year Treasury Bond	+0.11	-0.18	+0.01	+6.95	+4.64	+3.26	+2.92

(*) 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 December 2020

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Period	Returns Dec 2020	Standard Deviation *	Max Drawdown	Months Pos - Neg
1M	+3.45%		0.00%	1 - 0
3M	+10.89%		-1.13% Oct 2020 - Oct 2020	2 - 1
6M	+14.34%		-2.73% Sep 2020 - Oct 2020	4 - 2
YTD	+6.87%	15.38%	-14.56% Jan 2020 - Mar 2020	7 - 5
1Y	+6.87%	15.38%	-14.56% Jan 2020 - Mar 2020	7 - 5
3Y	+5.04% annualized	11.16%	-14.56% Jan 2020 - Mar 2020	22 - 14
5Y	+7.27% annualized	9.17%	-14.56% Jan 2020 - Mar 2020	41 - 19
10Y	+6.68% annualized	8.46%	-14.56% Jan 2020 - Mar 2020	77 - 43
MAX 01 Jan 2008	+5.69% annualized	10.12%	-29.92% Jan 2008 - Feb 2009	97 - 59

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 10Y annualized return.

Portfolio	10Y Return ▾	Stocks	Bonds
Simple Path to Wealth JL Collins	+11.38%	75	25	Compare
Stocks/Bonds 60/40	+9.90%	60	40	Compare
Yale Endowment David Swensen	+9.07%	70	30	Compare
Edge Select Moderately Aggressive Merrill Lynch	+9.02%	69	31	Compare
Talmud Portfolio Roger Gibson	+8.95%	66.67	33.33	Compare

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Capital Growth

Time Range:

Drawdowns

Time Range:

Worst drawdowns since December 2010.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-14.56%	Jan 2020	Mar 2020	3	Nov 2020	8	11
-11.27%	May 2011	Sep 2011	5	Mar 2012	6	11
-8.67%	Sep 2018	Dec 2018	4	Jun 2019	6	10
-6.66%	Jun 2015	Feb 2016	9	Jul 2016	5	14
-5.80%	Apr 2012	May 2012	2	Sep 2012	4	6
-3.17%	Jul 2014	Sep 2014	3	Feb 2015	5	8
-2.86%	Feb 2018	Mar 2018	2	Aug 2018	5	7
-2.16%	May 2013	Jun 2013	2	Jul 2013	1	3
-1.70%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-1.69%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-1.54%	Oct 2016	Oct 2016	1	Dec 2016	2	3
-1.43%	Jul 2019	Aug 2019	2	Sep 2019	1	3
-0.28%	Oct 2012	Oct 2012	1	Nov 2012	1	2
-0.28%	Mar 2011	Mar 2011	1	Apr 2011	1	2
-0.18%	Mar 2015	Mar 2015	1	Apr 2015	1	2
-0.08%	Mar 2014	Mar 2014	1	Apr 2014	1	2
-0.06%	Aug 2017	Aug 2017	1	Sep 2017	1	2

Worst drawdowns since December 2007.

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	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-29.92%	Jan 2008	Feb 2009	14	Apr 2010	14	28
-14.56%	Jan 2020	Mar 2020	3	Nov 2020	8	11
-11.27%	May 2011	Sep 2011	5	Mar 2012	6	11
-8.67%	Sep 2018	Dec 2018	4	Jun 2019	6	10
-7.06%	May 2010	Jun 2010	2	Sep 2010	3	5
-6.66%	Jun 2015	Feb 2016	9	Jul 2016	5	14
-5.80%	Apr 2012	May 2012	2	Sep 2012	4	6
-3.17%	Jul 2014	Sep 2014	3	Feb 2015	5	8
-2.86%	Feb 2018	Mar 2018	2	Aug 2018	5	7
-2.16%	May 2013	Jun 2013	2	Jul 2013	1	3
-1.70%	Jan 2014	Jan 2014	1	Feb 2014	1	2
-1.69%	Aug 2013	Aug 2013	1	Sep 2013	1	2
-1.54%	Oct 2016	Oct 2016	1	Dec 2016	2	3
-1.43%	Jul 2019	Aug 2019	2	Sep 2019	1	3
-1.41%	Nov 2010	Nov 2010	1	Dec 2010	1	2
-0.28%	Oct 2012	Oct 2012	1	Nov 2012	1	2
-0.28%	Mar 2011	Mar 2011	1	Apr 2011	1	2
-0.18%	Mar 2015	Mar 2015	1	Apr 2015	1	2
-0.08%	Mar 2014	Mar 2014	1	Apr 2014	1	2
-0.06%	Aug 2017	Aug 2017	1	Sep 2017	1	2

Rolling Returns ( more details)

Tim Maurer Simple Money Portfolio: annualized rolling and average returns

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	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
1 Year	+6.27%	+36.18% Mar 2009 - Feb 2010	-27.21% Mar 2008 - Feb 2009	22.76%
2 Years	+6.91%	+25.94% Mar 2009 - Feb 2011	-3.40% Apr 2018 - Mar 2020	6.77%
3 Years	+7.02%	+17.49% Mar 2009 - Feb 2012	+0.57% Apr 2017 - Mar 2020	0.00%
5 Years	+7.07%	+15.27% Mar 2009 - Feb 2014	+2.13% Apr 2015 - Mar 2020	0.00%
7 Years	+7.02%	+10.41% Mar 2009 - Feb 2016	+3.92% Apr 2013 - Mar 2020	0.00%
10 Years	+7.00%	+9.71% Mar 2009 - Feb 2019	+5.19% Apr 2010 - Mar 2020	0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Tim Maurer Simple Money Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Tim Maurer Simple Money Portfolio Seasonality

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	Months
Return (%)	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Average	-0.1	0.0	0.6	2.0	-0.3	0.0	1.5	-0.1	0.3	-0.1	1.2	1.1
Best	5.2 2019	3.2 2014	5.4 2009	7.7 2009	5.1 2009	4.0 2019	5.9 2009	3.6 2009	6.0 2010	5.8 2011	8.4 2020	4.5 2010
Worst	-7.9 2009	-6.7 2009	-9.3 2020	-0.6 2012	-5.4 2010	-4.7 2008	-2.0 2014	-3.9 2011	-5.3 2011	-9.8 2008	-1.9 2008	-4.3 2018
Gain Frequency	46	62	62	92	62	38	69	54	54	54	77	77

Detail of Monthly Returns

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		Months
Year	Return	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2020	+6.87%	-1.4	-4.5	-9.3	5.0	2.8	1.3	1.7	3.1	-1.6	-1.1	8.4	3.5
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