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Tim Maurer Simple Money Portfolio

Last updated Oct 2, 2022

The Simple Money Portfolio is a lazy portfolio by Tim Maurer, a Wealth Advisor and Director of Personal Finance for Buckingham and the BAM ALLIANCE. This portfolio was introduced in his book of the same name Simple Money. It is a variation of a traditional 60/40 stocks/bonds portfolio with tilts toward value and small-cap stocks.

Expense Ratio

Rank 51 of 54

0.23%
0.00%0.94%
Dividend Yield

Rank 13 of 54

2.77%
0.00%5.13%
10Y Annualized Return

Rank 46 of 54

4.98%
2.78%57.48%
Sharpe Ratio

Rank 48 of 54

-1.20
-1.65-0.52
Maximum Drawdown

Rank 14 of 54

-26.85%
-91.88%-19.55%

Tim Maurer Simple Money PortfolioAsset Allocation


Tim Maurer Simple Money PortfolioPerformance

The chart shows the growth of $10,000 invested in Tim Maurer Simple Money Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,871 for a total return of roughly 88.71%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-20.00%-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptember
-15.33%
-21.76%
Tim Maurer Simple Money Portfolio
Benchmark (^GSPC)
Portfolio components

Tim Maurer Simple Money PortfolioReturns

As of Oct 2, 2022, the Tim Maurer Simple Money Portfolio returned -21.19% Year-To-Date and 4.98% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Benchmark-10.05%-20.85%-24.77%-17.75%7.32%9.53%
Tim Maurer Simple Money Portfolio-7.38%-14.97%-18.86%-17.84%1.56%4.58%
IWD
iShares Russell 1000 Value ETF
-9.32%-17.18%-17.80%-12.77%5.14%8.98%
IVV
iShares Core S&P 500 ETF
-9.92%-20.29%-23.93%-16.56%9.20%11.64%
IWM
iShares Russell 2000 ETF
-10.21%-19.03%-25.14%-24.35%3.45%8.51%
IEI
iShares 3-7 Year Treasury Bond ETF
-3.15%-5.81%-10.54%-11.30%-0.13%0.50%
EFV
iShares MSCI EAFE Value ETF
-9.51%-21.12%-21.32%-20.77%-2.99%2.10%
IWN
iShares Russell 2000 Value ETF
-10.91%-19.26%-21.27%-18.83%2.68%7.76%
SCZ
iShares MSCI EAFE Small-Cap ETF
-11.10%-25.09%-32.01%-32.03%-2.00%5.13%

Tim Maurer Simple Money PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Tim Maurer Simple Money Portfolio Sharpe ratio is -1.20. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.50-1.00-0.500.000.501.00MayJuneJulyAugustSeptember
-1.46
-0.77
Tim Maurer Simple Money Portfolio
Benchmark (^GSPC)
Portfolio components

Tim Maurer Simple Money PortfolioDividends

Tim Maurer Simple Money Portfolio granted a 2.77% dividend yield in the last twelve months.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

2.77%1.77%1.57%2.75%2.74%2.25%2.30%2.39%2.61%2.06%2.64%3.16%2.95%

Tim Maurer Simple Money PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2022FebruaryMarchAprilMayJuneJulyAugustSeptember
-20.42%
-25.25%
Tim Maurer Simple Money Portfolio
Benchmark (^GSPC)
Portfolio components

Tim Maurer Simple Money PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Tim Maurer Simple Money Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Tim Maurer Simple Money Portfolio is 21.12%, recorded on Mar 23, 2020. It took 114 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-21.12%Jan 21, 202044Mar 23, 2020114Sep 2, 2020158
-20.67%Nov 8, 2021223Sep 27, 2022
-13.4%May 2, 2011108Oct 3, 2011120Mar 26, 2012228
-12.57%Jan 29, 2018229Dec 24, 2018205Oct 17, 2019434
-11.02%May 22, 2015183Feb 11, 2016124Aug 9, 2016307
-9.3%Apr 16, 201036Jun 7, 201077Sep 24, 2010113
-7.35%Mar 27, 201247Jun 1, 201267Sep 6, 2012114
-6.45%Jul 7, 201470Oct 13, 201489Feb 20, 2015159
-5.98%Jan 20, 201014Feb 8, 201023Mar 12, 201037
-5.72%May 22, 201323Jun 24, 201319Jul 22, 201342

Tim Maurer Simple Money PortfolioVolatility Chart

Current Tim Maurer Simple Money Portfolio volatility is 25.15%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%MayJuneJulyAugustSeptember
16.66%
19.40%
Tim Maurer Simple Money Portfolio
Benchmark (^GSPC)
Portfolio components

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