Here Are The 20 Best Income Portfolios Built with ETFs for 2023
If you're looking for income then you should look at this list of the 20 best income portfolios.
Peter Mallouk’s Portfolios are desidgned by financial planner and wealth management expert Peter Mallouk. They can be built with just a few ETFs. Peter Mallouk’s portfolios contain asset classes such as stocks, TIPs and even mid-cap growth stocks.
Here is how you build Peter Mallouk’s portfolios with ETFs.
This is the asset allocation for the Peter Mallouk’s Get Me What I Need for the Rest of My Life with the Least Volatility Possible portfolio.
Portfolio data was last updated on 2nd of March 2023, 03:22 ET
|Name||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down||Expense ratio||Yield|
|Peter Mallouk’s Want to Beat the Market Portfolio||4.66||-17.01||7.29||8.97||-42.46||0.08||2.53|
|Peter Mallouk’s Get Me What I Need for the Rest of My Life with the Least Volatility Possible||1.49||-14.62||4.88||7.01||-14.62||0.06||2.1|
|Peter Mallouk’s I Need 7 Percent to Hit My Long-Term Retirement Goal||2.72||-15.3||6.21||7.52||-21.33||0.06||2.09|
|Peter Mallouk’s I Have More Money Than I Will Ever Need and I Want It to Grow with Minimal Volatility||-0.48||-13.55||2.35||5.79||-13.55||0.05||2.26|
|Peter Mallouk’s I Have More Money Than I Will Ever Need, Volatility Doesn’t Bother Me, and I Want It to Grow Along with the Market||3.68||-16.82||8.1||8.66||-36.02||0.06||2.29|
Here is what the table is showing you
Year to date: This shows what the portfolio has returned this year starting from the first trading day of the year.
10 Year return: This shows the compounded annualized growth rate over a ten-year period. The current year is excluded from calculations.
CAGR since 1989: This shows the compounded annualized growth rate since 1989. The current year is excluded from calculations.
Expense ratio: This shows the cost of holding the portfolio if you were to construct the portfolio using the proposed ETFs.
Yield: This is the expected dividend yield of the portfolio.
Please note that past performance is not a guarantee of future returns.
Below you can see the returns of the best portfolios that we have benchmarked.
|Name||See Portfolio||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down|
Peter Mallouk is the CEO of wealth management firm and financial planning firm Creative Planning.
Peter Mallouk has received numerous awards and distinctions for his tireless work within the finance industry.
Peter Mallouk co-authored Unshakeable: Your Financial Freedom Playbook with high-engaging motivational speaker Tony Robbins. Its a recommended and no-nosense guide to your personal finances.
Tony Robbins and Peter Mallouk also worked toghether on the book The Path: Accelerating Your Journey to Financial Freedom It’s a great book where the twin powerhouse of motivation and investing teach you how to become finnacially free.
Finanally Peter Mallouk’s The 5 Mistakes Investors Make and How to Avoid Them is where he presents the portfolio that we feature in this article.
Peter Mallouk’s portfolios simple in that they use only a few asset classes.
One asset class that stands out is mid-cap growth. This asset class has performed splendidly the past 20 years and help the portfolios' return.
The use of TIPs is also a welcome addition and a hallmark of portfolios that favor stability and income.
We also like his naming of the portfolio. You’re not in any sort of doubt when one of his portfolios should be used!
Here is how you Peter Mallouk portfolios.
First you should Peter Mallouk’s book The 5 Mistakes Investors Make and How to Avoid Them.
Next you should listen to the podvast Down The Middle which Peter Mallouk hosts with financiel specialist Jonathan Clements.
His website is Creative Planning.
Peter Mallouk has appeared on many financial and investing podcasts, use this search to find them all.
We particulary like Barry Ritholtz interview with Peter Mallouk.
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This is a paid product that gives you the 20 best-performing portfolios since 1989. The portfolios represent a great opportunity low-cost for you to get more money from your investment portfolios. We think it’s a no-brainer. The 20 portfolios are the best among the literally hundreds of other portfolios we have benchmarked since we started.
You stand to gain thousands more dollars EACH YEAR for the price of a few months of Netflix.
If you have already committed to a portfolio – good for you! If you need help maintaining the portfolio you will find our rebalance worksheet useful.
Rebalancing your portfolio lowers your risk and may provide higher returns in the long run. It is completely FREE.
You can find the rebalance worksheet in our article Here Is The Most Easy To Use Portfolio Rebalance Tool.
Rebalancing lowers your portfolio risk and can increase your returns.
The wealth management firm Creative Plannin has $40 Billion asset under management.