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.
What are Peter Mallouk 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.
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How do you build Peter Mallouk’s portfolios with ETFs?
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.
- 20.00% US Total Stock Market (VTI)
- 10.00% Mid-Cap Growth (IJK)
- 10.00% International Developed (VEA)
- 40.00% Intermediate-Term Treasuries (VGIT)
- 20.00% TIPS (VTIP)
What is the historical return of the Peter Mallouk’s portfolios?
Portfolio data was last updated on 11th of August 2023, 08:35 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 | 9.96 | -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 | 5.03 | -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 | 7.29 | -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 | 1.24 | -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 | 11.16 | -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.
How does Peter Mallouk portfolios compare to the best portfolios?
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 |
|---|---|---|---|---|---|---|
| Ben Stein Retirement | Coming soon! | 4.05 | -18.03 | 9.46 | 10.8 | -35.42 |
| Paul Merriman 4-Fund-Portfolio | Coming soon! | 9.22 | -11.98 | 11.25 | 10.38 | -35.26 |
| S&P 500 | Coming soon! | 17.09 | -18.19 | 12.52 | 10.28 | -37.63 |
| Paul Merriman Target Date Portfolio (25 year old) | Coming soon! | 6.63 | -13.08 | 8.28 | 10.2 | -36.46 |
| Scott Adams Dilbert Portfolio | Coming soon! | 10.87 | -18.75 | 7.0 | 10.19 | -44.88 |
| JL Collins, Simple Path To Wealth, Wealth Building Portfolio | Coming soon! | 16.6 | -19.51 | 12.08 | 10.19 | -37.0 |
| American Institute of Individual Investors (AAII) Portfolio | Coming soon! | 3.74 | -13.91 | 9.7 | 10.16 | -40.85 |
| Paul Merriman Target Date Portfolio (35 year old) | Coming soon! | 6.57 | -13.22 | 8.31 | 10.08 | -36.35 |
| Assetbuilder.com Portfolio 14 | Coming soon! | 6.95 | -16.94 | 7.59 | 9.99 | -37.91 |
| Balanced Portfolio 90/10 | Coming soon! | 14.83 | -18.87 | 11.03 | 9.84 | -32.78 |
Who is Peter Mallouk?
Peter Mallouk is the CEO of wealth management firm and financial planning firm Creative Planning.
Tony Robbins and Peter Mallouk
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 - Unshakeable: Your Financial Freedom Playbook
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.
The Path: Accelerating Your Journey to Financial Freedom
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.
The Path: Accelerating Your Journey to Financial Freedom
What is unique about Peter Mallouk’s portfolios William Bernstein portfolios?
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!
What is the asset allocation of Peter Malloukøs portfolios?
Here is how you Peter Mallouk portfolios.
Peter Mallouk’s Want to Beat the Market Portfolio
- 25.00% US Total Stock Market (VTI)
- 25.00% Mid-Cap Growth (IJK)
- 25.00% REITs (VNQ)
- 25.00 %International Developed (VEA)
Peter Mallouk’s Get Me What I Need for the Rest of My Life with the Least Volatility Possible
- 20.00% US Total Stock Market (VTI)
- 10.00% Mid-Cap Growth (IJK)
- 10.00% International Developed (VEA)
- 40.00% Intermediate-Term Treasuries (VGIT)
- 20.00% TIPS (VTIP)
Peter Mallouk’s I Need 7 Percent to Hit My Long-Term Retirement Goal
- 25.00 % US Total Stock Market (VTI)
- 15.00% Mid-Cap Growth (IJK)
- 20.00% International Developed (VEA)
- 25.00% Intermediate-Term Treasuries (VGIT)
- 15.00% TIPS (VTIP)
Peter Mallouk’s I Have More Money Than I Will Ever Need and I Want It to Grow with Minimal Volatility
- 10.00% US Total Stock Market (VTI)
- 70.00% Intermediate-Term Treasuries (VGIT)
- 20.00% TIPS (VTIP)
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
- 45.00% US Total Stock Market (VTI)
- 10.00% Mid-Cap Growth (IJK)
- 10.00% REITs (VNQ)
- 25.00% International Developed (VEA)
- 10.00% Intermediate-Term Treasuries (VGIT)
Where can I learn more about Peter Mallouk
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.
The Path: Accelerating Your Journey to Financial Freedom
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.
Suggestions for your next steps
If you have already committed to a portfolio then maybe you need help maintaining the portfolio. In this case 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.
Related questions
How many assets under management does Creative Planning have?
The wealth management firm Creative Plannin has $40 Billion asset under management.
