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.
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 Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $21,493 for a total return of roughly 114.93%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Tim Maurer Simple Money PortfolioReturns
As of Feb 7, 2023, the Tim Maurer Simple Money Portfolio returned 5.03% Year-To-Date and 5.38% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 5.55% | 7.07% | -0.82% | -8.65% | 8.83% | 10.56% |
| Tim Maurer Simple Money Portfolio | 2.88% | 5.03% | 2.73% | -4.63% | 3.89% | 5.38% |
| Portfolio components: | ||||||
IWD iShares Russell 1000 Value ETF | 2.45% | 5.00% | 4.62% | -1.26% | 7.79% | 9.86% |
IVV iShares Core S&P 500 ETF | 5.64% | 7.18% | 0.03% | -7.20% | 10.70% | 12.65% |
IWM iShares Russell 2000 ETF | 9.33% | 11.34% | 2.75% | -0.72% | 6.69% | 9.43% |
IEI iShares 3-7 Year Treasury Bond ETF | -0.27% | 1.12% | -2.16% | -6.48% | 0.70% | 0.77% |
EFV iShares MSCI EAFE Value ETF | 2.68% | 6.23% | 12.12% | -2.62% | 1.04% | 3.58% |
IWN iShares Russell 2000 Value ETF | 8.64% | 11.18% | 3.71% | 1.54% | 6.85% | 8.78% |
SCZ iShares MSCI EAFE Small-Cap ETF | 4.26% | 7.08% | 5.11% | -10.43% | 1.09% | 6.23% |
| Returns over 1 year are annualized | ||||||
Tim Maurer Simple Money PortfolioDividends
Tim Maurer Simple Money Portfolio granted a 1.99% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.99% | 2.03% | 1.79% | 1.58% | 2.77% | 2.76% | 2.27% | 2.31% | 2.41% | 2.62% | 2.07% | 2.66% | 3.18% | 2.97% |
Tim Maurer Simple Money PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 2020 | 44 | Mar 23, 2020 | 114 | Sep 2, 2020 | 158 |
| -20.69% | Nov 8, 2021 | 223 | Sep 27, 2022 | — | — | — |
| -13.4% | May 2, 2011 | 108 | Oct 3, 2011 | 120 | Mar 26, 2012 | 228 |
| -12.57% | Jan 29, 2018 | 229 | Dec 24, 2018 | 205 | Oct 17, 2019 | 434 |
| -11.02% | May 22, 2015 | 183 | Feb 11, 2016 | 124 | Aug 9, 2016 | 307 |
| -9.3% | Apr 16, 2010 | 36 | Jun 7, 2010 | 77 | Sep 24, 2010 | 113 |
| -7.35% | Mar 27, 2012 | 47 | Jun 1, 2012 | 67 | Sep 6, 2012 | 114 |
| -6.45% | Jul 7, 2014 | 70 | Oct 13, 2014 | 89 | Feb 20, 2015 | 159 |
| -5.98% | Jan 20, 2010 | 14 | Feb 8, 2010 | 23 | Mar 12, 2010 | 37 |
| -5.72% | May 22, 2013 | 23 | Jun 24, 2013 | 19 | Jul 22, 2013 | 42 |
Tim Maurer Simple Money PortfolioVolatility Chart
Current Tim Maurer Simple Money Portfolio volatility is 11.34%. 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.