Late Sixties and Beyond by Burton Malkiel

Details

The Late Sixties and Beyond Portfolio was developed by Burton Malkiel.

Burton Malkiel is the Chemical Bank Chairman’s Professor of Economics at Princeton University, an author, and former member of the Council of Economic Advisors.

The Late Sixties and Beyond Portfolio was profiled in his best selling book A Random Walk Down Wallstreet.

The portfolio holds 48.75% in equities, 26.25% in bonds, 10% in cash, and 15% in REITs.

Asset Allocation & Recommended ETFs

Weight
Ticker
ETF Name
Sector
20%
VTI
Vanguard Total Stock Market ETF
Equity, U.S., Large Cap
10%
EFA
iShares MSCI EAFE ETF
Equity, Inter. Developed, Large Cap
10%
EEM
iShares MSCI Emerging Markets ETF
Equity, Emerging Markets, Large Cap
15%
VNQ
Vanguard Real Estate Index Fund ETF
Real Estate, U.S.
10%
BIL
SPDR Blmbg Barclays 1-3 Month T-Bill ETF
Bond, U.S., Ultra Short-Term
8.75%
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
Bond, U.S., All-Term
8.75%
BNDX
Vanguard Total International Bond ETF
Bond, International, All-Term
8.75%
VIG
Vanguard Dividend Appreciation ETF
Equity, U.S., Large Cap, Dividend
8.75%
TIP
iShares TIPS Bond ETF
Bond, U.S., All-Term

Performance Metrics

All Data
Annual Return
6.7%
Sharpe Ratio
0.51
10 Year Annual Return
5.8%
Volatility (annualized)
10.0%
Max Drawdown
-37.9%
Positive Periods
64.6%
Dot Com Annual Return
-1.1%
Great Financial Crisis Return
0.1%
Trade Frequency
Static
Ulcer Performance Index
0.7

How to Invest in the Late Sixties and Beyond Portfolio

M1 Finance is the recommended platform to invest in this portfolio.  Find out why.

Late Sixties and Beyond Portfolio Rolling Returns

Low
Average
High
1-Year
-31.9%
7.1%
45.3%
3-Year
-8.2%
7.0%
20.4%
5-Year
-1.1%
6.8%
16.0%
10-Year
3.0%
6.9%
10.7%

Charts

Portfolio vs. 60/40 vs. S&P 500

All Data
Portfolio
60/40
S&P 500
Annual Return
6.7%
9.3%
10.3%
10Y Annual Return
5.8%
7.9%
12.2%
Sharpe Ratio
0.51
0.51
0.43
Max Drawdown
-37.9%
-29.7%
-50.97%
Volatility (annualized)
10.0%
9.9%
15.4%
Dot Com Annual Return
-1.1%
-4.2%
-14.60%
Great Financial Crisis Annual Return
0.1%
-0.3%
-5.66%
Positive Periods
64.6%
65.8%
63.3%

**S&P 500 backtest to 1972 and 60/40 backtest to 1970

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