Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Static Portfolio
Tim Maurer Simple Money Portfolio
Tim Maurer Simple Money Portfolio (Static Portfolio)
live (public) 0.22% June 04
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.
Holdings (As of 06/04/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Foreign Large Cap Equities | EFV (iShares MSCI EAFE Value ETF) | 0.17% | 17.15% |
| Government Bonds | IEI (iShares 3-7 Year Treasury Bond ETF) | 0.43% | 39.45% |
| Large Cap Growth Equities | IVV (iShares Core S&P 500 ETF) | 0.03% | 7.12% |
| Large Cap Blend Equities | IWD (iShares Russell 1000 Value ETF) | 0.39% | 7.11% |
| Small Cap Growth Equities | IWM (iShares Russell 2000 ETF) | 0.28% | 6.41% |
| Small Cap Blend Equities | IWN (iShares Russell 2000 Value ETF) | 0.44% | 6.29% |
| Foreign Small & Mid Cap Equities | SCZ (iShares MSCI EAFE Small-Cap ETF) | 0.61% | 16.47% |
* Day change on 06/04/2025.
Previous
Performance (As of 06/04/2025)
Since 12/12/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Tim Maurer Simple Money Portfolio | 6.5% | 10.0% | 6.6% | 6.6% | 5.1% | 6.5% |
| VFINX (Vanguard (S&P 500) Index) | 2.2% | 11.3% | 18.4% | 16.2% | 12.9% | 14.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.4% | 8.8% | 11.8% | 8.8% | 8.1% | 9.1% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 12/12/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 6.5 | 10.0 | 6.6 | 6.6 | 5.1 | 6.5 | 6.5 | 0.0 | 5.2 | 6.3 | 11.7 | -12.4 | 9.4 | 7.5 | 16.0 | -7.2 | 12.8 | 7.9 | -0.0 | 1.9 | 16.9 | 11.8 | -1.5 | 12.7 | 17.3 | -17.7 | -0.9 |
| Sharpe Ratio | NA | 0.44 | 0.67 | 0.31 | 0.44 | 0.36 | NA | NA | NA | 0.37 | 0.32 | 0.9 | -1.01 | 1.07 | 0.41 | 2.22 | -1.03 | 2.77 | 0.84 | 0.0 | 0.28 | 2.12 | 1.32 | -0.1 | 1.02 | 0.96 | -1.01 | -0.1 |
| Draw Down(%) | NA | 7.7 | 7.7 | 12.1 | 20.8 | 21.2 | NA | NA | NA | 33.4 | 4.0 | 8.5 | 19.7 | 5.2 | 21.2 | 4.1 | 13.0 | 1.5 | 6.6 | 7.9 | 6.6 | 5.8 | 7.8 | 13.3 | 9.6 | 19.6 | 26.3 | 2.4 |
| Standard Deviation(%) | NA | 11.8 | 10.0 | 10.5 | 10.4 | 10.3 | NA | NA | NA | 11.5 | 8.5 | 8.9 | 13.7 | 8.8 | 17.8 | 6.5 | 8.3 | 4.4 | 9.2 | 8.8 | 6.8 | 8.0 | 8.9 | 15.3 | 12.3 | 18.0 | 18.4 | 10.1 |
| Treynor Ratio | NA | 0.13 | 0.23 | 0.24 | 0.64 | -4.17 | NA | NA | NA | -1.28 | -7.14 | 2.93 | -5.72 | -1.83 | -0.57 | -2.14 | -8.75 | -2.28 | -2.44 | -0.03 | -1.17 | -4.26 | 28.92 | 0.18 | -4.19 | -2.67 | 3.02 | -0.12 |
| Alpha | NA | 0.05 | 0.01 | 0.01 | 0.02 | 0.02 | NA | NA | NA | 0.02 | 0.01 | 0.03 | -0.05 | 0.04 | 0.04 | 0.06 | -0.03 | 0.05 | 0.03 | 0.0 | 0.01 | 0.07 | 0.05 | 0.0 | 0.05 | 0.08 | -0.08 | -0.08 |
| Beta | NA | 0.4 | 0.29 | 0.14 | 0.07 | -0.01 | NA | NA | NA | -0.03 | 0.0 | 0.03 | 0.02 | -0.05 | -0.13 | -0.07 | 0.01 | -0.05 | -0.03 | 0.01 | -0.02 | -0.04 | 0.0 | -0.08 | -0.03 | -0.06 | -0.06 | 0.08 |
| RSquared | NA | 0.78 | 0.34 | 0.05 | 0.01 | 0.0 | NA | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.06 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.02 | 0.02 |
| Sortino Ratio | NA | 0.64 | 0.95 | 0.45 | 0.62 | 0.49 | NA | NA | NA | 0.51 | 0.43 | 1.39 | -1.39 | 1.52 | 0.52 | 3.27 | -1.29 | 4.44 | 1.13 | -0.01 | 0.39 | 3.07 | 1.98 | -0.13 | 1.48 | 1.36 | -1.36 | -0.11 |
| Yield(%) | N/A | 0.5 | 2.8 | 2.7 | 2.6 | 2.8 | 3.8 | 3.8 | 3.0 | 0.0 | 3.0 | 2.8 | 1.8 | 1.9 | 1.6 | 3.0 | 2.3 | 2.2 | 2.1 | 2.0 | 2.1 | 1.9 | 2.3 | 2.3 | 2.4 | 2.8 | 2.5 | 0.9 |
| Dividend Growth(%) | N/A | -83.7 | 8.9 | 45.5 | 25.1 | N/A | N/A | N/A | N/A | N/A | 20.7 | 39.1 | 1.8 | 27.0 | -38.5 | 22.1 | 15.5 | 16.5 | 4.0 | -4.2 | 26.8 | -4.5 | -2.9 | 6.8 | 1.5 | -5.6 | 168.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2007
Strategies
| Asset Allocation Strategy | Rebalance for Static Portfolios |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>