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Tim Maurer Simple Money Portfolio

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
0.23%
Dividend Yield
1.29%

Tim Maurer Simple Money PortfolioAsset Allocation


S&P 500

Tim Maurer Simple Money PortfolioPerformance

The chart shows the growth of $10,000 invested in Tim Maurer Simple Money Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $22,895 for a total return of roughly 128.95%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Tim Maurer Simple Money Portfolio
Benchmark (S&P 500)
Portfolio components

Tim Maurer Simple Money PortfolioReturns

As of Apr 18, 2021, the Tim Maurer Simple Money Portfolio returned 7.47% Year-To-Date and 7.06% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Tim Maurer Simple Money Portfolio1.82%7.47%17.90%33.82%8.78%7.06%
EFV
iShares MSCI EAFE Value ETF
2.47%11.69%30.66%47.57%6.50%3.62%
IEI
iShares 3-7 Year Treasury Bond ETF
0.31%-1.76%-1.79%-1.30%2.29%2.67%
IVV
iShares Core S&P 500 ETF
6.97%11.96%21.15%48.07%17.09%14.38%
IWD
iShares Russell 1000 Value ETF
3.80%15.05%28.25%46.85%11.90%11.20%
IWM
iShares Russell 2000 ETF
-0.07%14.80%39.07%86.30%16.25%11.99%
IWN
iShares Russell 2000 Value ETF
-0.80%23.47%51.17%92.37%13.48%10.33%
SCZ
iShares MSCI EAFE Small-Cap ETF
4.33%10.62%26.93%63.02%11.26%8.40%

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 2.84. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Tim Maurer Simple Money Portfolio
Benchmark (S&P 500)
Portfolio components

Tim Maurer Simple Money PortfolioDividends

Tim Maurer Simple Money Portfolio granted a 1.29% dividend yield in the last twelve months, as of Apr 18, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
1.29%1.51%2.60%2.51%2.01%2.00%2.04%2.14%1.65%2.05%2.42%2.25%

Tim Maurer Simple Money PortfolioDrawdowns Chart

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


Tim Maurer Simple Money Portfolio
Benchmark (S&P 500)
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 {{portfolioName}} 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
-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
-4.46%Oct 13, 202012Oct 28, 20208Nov 9, 202020

Tim Maurer Simple Money PortfolioVolatility Chart

Current Tim Maurer Simple Money Portfolio volatility is 8.92%. 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.


Tim Maurer Simple Money Portfolio
Benchmark (S&P 500)
Portfolio components

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