A Lazy Portfolio is a collection of investments that requires very little maintenance.
It’s the typical passive investing strategy, for long-term investors, with time horizons of more than 10 years.
Choose your investment style (Classic or Alternative?), pick your Lazy Portfolios and implement them with ETFs.
A Classic Lazy Portfolio contains the main traditional asset classes, with the aim to achieve above-average returns while taking a below-average risk.
A Modern/Alternative Lazy Portfolio can use particular assets/strategies, with the aim of obtaining an extra return.
Choose your Lazy Portfolio
Consolidated returns as of 31 December 2022
Live Update at Jan 29 2023, 09:57AM Eastern Time
Live Update at Jan 29 2023, 09:57AM Eastern Time
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Dec 2022.
Current inflation (annualized) is
1Y: 6.45%
, 5Y: 3.78%
, 10Y: 2.60%
, 30Y: 2.49%
Portfolio returns are updated to 31 December 2022.
Portfolio returns are updated to 31 December 2022.
Live Jan 2023 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 December 2022.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 December 2022.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 December 2022.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 December 2022.
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Dec 2022.
2022: 6.45%, 2021: 7.04%, 2020: 1.36%, 2019: 2.29%
For further details about Dividends, click here.
For further details about Dividends, click here.
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% Allocation |
Ann. Return (%) - Dec 31, 2022 |
Chg (%) |
Return (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
YTD(%) |
Yearly Returns (%) |
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Portfolio | #ETF | Stocks | Bonds | Comm | 1Y | 5Y | 10Y | 30Y ▾ | Daily | Time(ET) | Jan 2023 | Dec 2022 | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 2022 | 2021 | 2020 | 2019 | 2022 | 2021 | 2020 | 2019 | |
Technology |
1 | 100 | 0 | 0 | -32.58 | 12.09 | 16.18 | 12.57 | 1.00 | Jan 27 2023 | 11.26 | -9.01 | 26.54 | 21.66 | 17.52 | 23.87 | -1.23 | 0.56 | 0.92 | 0.53 | -32.58 | -32.58 | -32.58 | -81.08 | -1.00 | 0.37 | 0.50 | 0.16 | -32.58 | 27.42 | 48.40 | 38.96 | 0.54 | 0.54 | 0.64 | 1.03 | |
US Stocks Momentum |
1 | 100 | 0 | 0 | -18.26 | 8.53 | 13.83 | 12.26 | -1.18 | Jan 27 2023 | -0.95 | -3.93 | 23.23 | 18.96 | 15.10 | 15.09 | -0.79 | 0.45 | 0.92 | 0.81 | -26.94 | -30.16 | -30.16 | -53.85 | -0.68 | 0.28 | 0.46 | 0.23 | -18.26 | 13.37 | 29.85 | 27.26 | 1.45 | 0.62 | 1.07 | 1.86 | |
Stocks/Bonds 80/20 Momentum |
2 | 80 | 20 | 0 | -17.23 | 6.90 | 11.38 | 11.02 | -0.96 | Jan 27 2023 | -0.13 | -3.29 | 19.14 | 15.60 | 12.42 | 12.16 | -0.90 | 0.44 | 0.92 | 0.91 | -24.45 | -27.23 | -27.23 | -43.61 | -0.70 | 0.25 | 0.42 | 0.25 | -17.23 | 10.32 | 25.42 | 23.57 | 1.61 | 0.91 | 1.36 | 2.07 | |
US Stocks Minimum Volatility |
1 | 100 | 0 | 0 | -9.42 | 8.40 | 11.68 | 9.68 | -0.30 | Jan 27 2023 | 0.83 | -3.75 | 17.56 | 14.93 | 12.10 | 13.64 | -0.54 | 0.56 | 0.97 | 0.71 | -17.35 | -19.06 | -19.06 | -43.27 | -0.54 | 0.44 | 0.61 | 0.22 | -9.42 | 20.84 | 5.64 | 27.69 | 1.45 | 1.52 | 1.89 | 2.37 | |
Stocks/Bonds 60/40 Momentum |
2 | 60 | 40 | 0 | -16.20 | 5.23 | 8.87 | 9.59 | -0.75 | Jan 27 2023 | 0.69 | -2.66 | 15.38 | 12.35 | 9.81 | 9.38 | -1.05 | 0.42 | 0.90 | 1.02 | -21.97 | -24.21 | -24.21 | -32.52 | -0.74 | 0.22 | 0.37 | 0.29 | -16.20 | 7.27 | 20.99 | 19.89 | 1.76 | 1.20 | 1.65 | 2.28 | |
US Stocks |
1 | 100 | 0 | 0 | -19.51 | 8.68 | 12.07 | 9.54 | 0.40 | Jan 27 2023 | 6.67 | -5.85 | 22.08 | 18.96 | 15.10 | 15.33 | -0.88 | 0.46 | 0.80 | 0.62 | -24.81 | -24.81 | -24.81 | -50.84 | -0.79 | 0.35 | 0.49 | 0.19 | -19.51 | 25.67 | 21.03 | 30.67 | 1.33 | 1.51 | 1.71 | 2.29 | |
US Stocks Value |
1 | 100 | 0 | 0 | -5.39 | 7.51 | 10.82 | 9.51 | 0.20 | Jan 27 2023 | 6.67 | -3.89 | 20.29 | 18.75 | 15.08 | 15.13 | -0.27 | 0.40 | 0.72 | 0.63 | -16.63 | -26.06 | -26.06 | -55.41 | -0.32 | 0.29 | 0.42 | 0.17 | -5.39 | 25.21 | 1.55 | 31.48 | 2.07 | 2.32 | 2.40 | 2.83 | |
Sheltered Sam 100/0 Bill Bernstein |
10 | 97 | 0 | 3 | -12.59 | 5.88 | 9.18 | 9.33 | 0.14 | Jan 27 2023 | 6.81 | -3.98 | 19.85 | 17.96 | 14.31 | 15.11 | -0.63 | 0.33 | 0.64 | 0.62 | -21.73 | -25.40 | -25.40 | -54.91 | -0.58 | 0.23 | 0.36 | 0.17 | -12.59 | 23.26 | 7.92 | 25.10 | 2.02 | 2.43 | 2.06 | 2.95 | |
Warren Buffett Portfolio Warren Buffett |
2 | 90 | 10 | 0 | -18.29 | 8.43 | 11.28 | 9.17 | 0.25 | Jan 27 2023 | 5.74 | -5.20 | 19.76 | 16.76 | 13.32 | 13.47 | -0.93 | 0.50 | 0.85 | 0.68 | -23.08 | -23.08 | -23.08 | -45.52 | -0.79 | 0.37 | 0.49 | 0.20 | -18.29 | 24.59 | 19.19 | 28.46 | 1.31 | 1.38 | 1.67 | 2.33 | |
Aggressive Global Income |
4 | 80 | 20 | 0 | -8.43 | 3.17 | 6.12 | 9.00 | -0.11 | Jan 27 2023 | 5.09 | -2.95 | 17.48 | 15.19 | 12.48 | 14.32 | -0.48 | 0.21 | 0.49 | 0.63 | -18.06 | -23.84 | -23.84 | -52.63 | -0.47 | 0.13 | 0.26 | 0.17 | -8.43 | 17.07 | -1.13 | 19.97 | 3.49 | 3.67 | 3.52 | 4.21 | |
Robust Alpha Architect |
8 | 70 | 20 | 10 | -10.29 | 5.06 | 7.39 | 8.97 | -0.36 | Jan 27 2023 | 3.22 | -2.67 | 15.17 | 13.74 | 10.87 | 10.94 | -0.68 | 0.37 | 0.68 | 0.82 | -17.33 | -19.09 | -19.09 | -44.20 | -0.59 | 0.26 | 0.39 | 0.20 | -10.29 | 17.40 | 7.53 | 20.35 | 1.83 | 1.61 | 1.55 | 2.48 | |
Sheltered Sam 90/10 Bill Bernstein |
12 | 87.3 | 10 | 2.7 | -12.09 | 5.46 | 8.39 | 8.93 | 0.12 | Jan 27 2023 | 6.27 | -3.62 | 18.13 | 16.17 | 12.90 | 13.56 | -0.67 | 0.34 | 0.65 | 0.66 | -20.42 | -22.65 | -22.65 | -50.12 | -0.59 | 0.24 | 0.37 | 0.18 | -12.09 | 21.12 | 7.74 | 23.13 | 2.12 | 2.38 | 1.97 | 2.86 | |
Stocks/Bonds 80/20 |
2 | 80 | 20 | 0 | -18.23 | 7.07 | 9.97 | 8.78 | 0.30 | Jan 27 2023 | 5.96 | -4.82 | 18.57 | 15.54 | 12.32 | 12.29 | -0.98 | 0.46 | 0.81 | 0.71 | -22.75 | -22.75 | -22.75 | -41.09 | -0.80 | 0.31 | 0.44 | 0.21 | -18.23 | 20.16 | 18.36 | 26.30 | 1.51 | 1.62 | 1.87 | 2.41 | |
Mid-Fifties Burton Malkiel |
8 | 80 | 20 | 0 | -17.33 | 4.21 | 6.81 | 8.60 | 0.11 | Jan 27 2023 | 6.90 | -3.46 | 17.57 | 14.74 | 11.87 | 12.85 | -0.99 | 0.29 | 0.57 | 0.67 | -24.05 | -24.05 | -24.05 | -46.21 | -0.72 | 0.18 | 0.28 | 0.19 | -17.33 | 15.75 | 11.71 | 23.79 | 2.08 | 2.30 | 2.23 | 3.16 | |
Simple Path to Wealth JL Collins |
2 | 75 | 25 | 0 | -17.91 | 6.66 | 9.44 | 8.57 | 0.28 | Jan 27 2023 | 5.78 | -4.57 | 17.73 | 14.70 | 11.64 | 11.55 | -1.01 | 0.45 | 0.81 | 0.74 | -22.24 | -22.24 | -22.24 | -38.53 | -0.81 | 0.30 | 0.42 | 0.22 | -17.91 | 18.79 | 17.70 | 25.21 | 1.56 | 1.65 | 1.92 | 2.45 | |
Ultimate Buy and Hold Strategy Paul Merriman |
10 | 100 | 0 | 0 | -15.37 | 3.21 | 7.41 | 8.55 | 0.15 | Jan 27 2023 | 8.21 | -3.39 | 20.14 | 18.43 | 14.75 | 15.53 | -0.76 | 0.17 | 0.50 | 0.55 | -24.70 | -27.54 | -27.54 | -57.21 | -0.62 | 0.12 | 0.27 | 0.15 | -15.37 | 19.37 | 6.40 | 23.62 | 2.27 | 2.79 | 2.06 | 3.37 | |
Robo Advisor 100 Betterment |
6 | 100 | 0 | 0 | -15.26 | 4.85 | 8.24 | 8.55 | 0.05 | Jan 27 2023 | 7.86 | -3.98 | 20.17 | 17.86 | 14.44 | 15.69 | -0.76 | 0.27 | 0.57 | 0.55 | -24.17 | -24.17 | -24.17 | -54.55 | -0.63 | 0.20 | 0.34 | 0.16 | -15.26 | 18.02 | 12.47 | 25.35 | 1.83 | 2.34 | 1.94 | 2.89 | |
Late Thirties to Early Forties Burton Malkiel |
8 | 85 | 15 | 0 | -17.38 | 4.35 | 7.05 | 8.53 | 0.10 | Jan 27 2023 | 7.20 | -3.59 | 17.91 | 15.25 | 12.32 | 13.47 | -0.97 | 0.29 | 0.57 | 0.63 | -24.26 | -24.26 | -24.26 | -48.28 | -0.72 | 0.18 | 0.29 | 0.18 | -17.38 | 15.84 | 12.75 | 24.10 | 1.97 | 2.23 | 2.11 | 3.05 | |
Sheltered Sam 80/20 Bill Bernstein |
12 | 77.6 | 20 | 2.4 | -11.58 | 5.03 | 7.59 | 8.49 | 0.09 | Jan 27 2023 | 5.73 | -3.26 | 16.44 | 14.42 | 11.51 | 12.04 | -0.70 | 0.35 | 0.66 | 0.71 | -19.11 | -19.89 | -19.89 | -45.06 | -0.61 | 0.25 | 0.38 | 0.19 | -11.58 | 18.98 | 7.57 | 21.16 | 2.23 | 2.33 | 1.87 | 2.77 | |
Mid-Twenties Burton Malkiel |
8 | 87 | 13 | 0 | -17.64 | 4.26 | 7.02 | 8.45 | 0.11 | Jan 27 2023 | 7.46 | -3.65 | 18.07 | 15.49 | 12.54 | 13.81 | -0.98 | 0.28 | 0.56 | 0.61 | -24.50 | -24.50 | -24.50 | -49.50 | -0.72 | 0.17 | 0.29 | 0.17 | -17.64 | 15.90 | 12.95 | 24.15 | 1.94 | 2.22 | 2.07 | 3.04 | |
Late Sixties and Beyond Burton Malkiel |
8 | 71 | 29 | 0 | -16.23 | 4.17 | 6.46 | 8.43 | 0.12 | Jan 27 2023 | 6.13 | -3.14 | 16.18 | 13.44 | 10.80 | 11.53 | -1.00 | 0.31 | 0.60 | 0.73 | -22.44 | -22.44 | -22.44 | -41.80 | -0.72 | 0.19 | 0.29 | 0.20 | -16.23 | 15.40 | 10.03 | 22.55 | 2.16 | 2.25 | 2.27 | 3.19 | |
Robo Advisor 90 Betterment |
11 | 90.1 | 9.9 | 0 | -15.33 | 4.38 | 7.64 | 8.43 | 0.05 | Jan 27 2023 | 7.45 | -3.81 | 18.85 | 16.50 | 13.30 | 14.33 | -0.81 | 0.27 | 0.57 | 0.59 | -23.36 | -23.36 | -23.36 | -50.07 | -0.66 | 0.19 | 0.33 | 0.17 | -15.33 | 16.04 | 12.42 | 23.85 | 1.95 | 2.36 | 1.94 | 2.92 | |
Seven Value Scott Burns |
7 | 71.5 | 28.5 | 0 | -3.63 | 5.99 | 6.99 | 8.32 | -0.21 | Jan 27 2023 | 5.32 | -3.29 | 18.45 | 14.59 | 11.49 | 11.22 | -0.20 | 0.41 | 0.61 | 0.74 | -14.49 | -20.44 | -20.44 | -41.22 | -0.25 | 0.29 | 0.34 | 0.20 | -3.63 | 22.53 | 1.86 | 19.31 | 3.17 | 3.60 | 2.32 | 3.71 | |
Yale Endowment David Swensen |
6 | 70 | 30 | 0 | -21.08 | 3.64 | 6.24 | 8.32 | 0.23 | Jan 27 2023 | 7.34 | -3.81 | 17.18 | 13.12 | 10.66 | 10.75 | -1.23 | 0.28 | 0.59 | 0.77 | -25.53 | -25.53 | -25.53 | -39.48 | -0.83 | 0.14 | 0.24 | 0.21 | -21.08 | 17.53 | 12.03 | 22.65 | 2.58 | 2.65 | 2.12 | 2.91 | |
Edge Select Aggressive Merrill Lynch |
12 | 84 | 16 | 0 | -17.87 | 5.35 | 8.06 | 8.32 | 0.13 | Jan 27 2023 | 7.48 | -4.08 | 17.80 | 15.29 | 12.36 | 13.10 | -1.00 | 0.35 | 0.65 | 0.64 | -23.81 | -23.81 | -23.81 | -45.65 | -0.75 | 0.22 | 0.34 | 0.18 | -17.87 | 15.74 | 17.62 | 24.61 | 1.69 | 1.85 | 1.73 | 2.60 | |
Robo Advisor 80 Betterment |
10 | 80 | 20 | 0 | -15.27 | 3.85 | 6.91 | 8.24 | 0.02 | Jan 27 2023 | 7.00 | -3.57 | 17.60 | 15.01 | 12.08 | 12.95 | -0.87 | 0.26 | 0.57 | 0.64 | -22.63 | -22.63 | -22.63 | -45.47 | -0.67 | 0.17 | 0.31 | 0.18 | -15.27 | 13.94 | 11.77 | 22.23 | 2.03 | 2.47 | 1.97 | 2.99 | |
Talmud Portfolio Roger Gibson |
3 | 66.7 | 33.3 | 0 | -19.62 | 4.49 | 6.81 | 8.17 | 0.47 | Jan 27 2023 | 6.44 | -3.83 | 16.06 | 13.10 | 10.57 | 10.59 | -1.22 | 0.34 | 0.64 | 0.77 | -22.88 | -22.88 | -22.88 | -40.17 | -0.86 | 0.20 | 0.30 | 0.20 | -19.62 | 21.44 | 8.02 | 22.79 | 2.13 | 2.37 | 2.63 | 3.16 | |
Second Grader's Starter Paul Farrell |
3 | 90 | 10 | 0 | -17.70 | 5.67 | 8.64 | 8.10 | 0.14 | Jan 27 2023 | 7.14 | -4.23 | 19.00 | 16.27 | 13.09 | 13.70 | -0.93 | 0.35 | 0.66 | 0.59 | -24.21 | -24.21 | -24.21 | -48.52 | -0.73 | 0.23 | 0.36 | 0.17 | -17.70 | 17.70 | 16.72 | 25.83 | 1.80 | 2.09 | 1.94 | 2.78 | |
Six Ways from Sunday Scott Burns |
6 | 66.7 | 33.3 | 0 | -3.84 | 5.55 | 6.14 | 8.07 | -0.20 | Jan 27 2023 | 5.82 | -3.28 | 18.32 | 14.19 | 11.18 | 10.83 | -0.21 | 0.39 | 0.55 | 0.75 | -14.34 | -19.67 | -19.67 | -39.14 | -0.27 | 0.28 | 0.31 | 0.21 | -3.84 | 21.86 | 1.75 | 18.22 | 3.30 | 3.75 | 2.27 | 3.81 | |
Sheltered Sam 70/30 Bill Bernstein |
12 | 67.9 | 30 | 2.1 | -11.08 | 4.59 | 6.77 | 8.03 | 0.07 | Jan 27 2023 | 5.19 | -2.90 | 14.80 | 12.71 | 10.15 | 10.56 | -0.75 | 0.36 | 0.67 | 0.76 | -17.80 | -17.80 | -17.80 | -39.73 | -0.62 | 0.26 | 0.38 | 0.20 | -11.08 | 16.83 | 7.39 | 19.18 | 2.34 | 2.28 | 1.77 | 2.68 | |
Stocks/Bonds 40/60 Momentum |
2 | 40 | 60 | 0 | -15.17 | 3.52 | 6.31 | 8.00 | -0.54 | Jan 27 2023 | 1.50 | -2.03 | 12.07 | 9.29 | 7.36 | 6.81 | -1.26 | 0.38 | 0.86 | 1.18 | -19.48 | -21.11 | -21.11 | -21.11 | -0.78 | 0.17 | 0.30 | 0.38 | -15.17 | 4.23 | 16.57 | 16.20 | 1.92 | 1.48 | 1.95 | 2.49 | |
Lazy Portfolio David Swensen |
6 | 70 | 30 | 0 | -17.86 | 4.04 | 6.10 | 7.99 | 0.23 | Jan 27 2023 | 6.57 | -3.44 | 15.64 | 12.70 | 10.26 | 10.71 | -1.14 | 0.32 | 0.59 | 0.75 | -22.43 | -22.43 | -22.43 | -40.89 | -0.80 | 0.18 | 0.27 | 0.20 | -17.86 | 17.34 | 10.56 | 21.27 | 2.52 | 2.51 | 2.03 | 2.85 | |
Family Taxable Portfolio Ted Aronson |
11 | 70 | 30 | 0 | -17.99 | 3.12 | 6.23 | 7.97 | 0.00 | Jan 27 2023 | 7.13 | -3.73 | 17.26 | 13.60 | 10.95 | 11.48 | -1.04 | 0.23 | 0.57 | 0.69 | -23.76 | -23.76 | -23.76 | -38.46 | -0.76 | 0.13 | 0.26 | 0.21 | -17.99 | 11.93 | 14.59 | 19.91 | 2.45 | 2.47 | 1.80 | 2.63 | |
Core Four Rick Ferri |
4 | 80 | 20 | 0 | -17.83 | 4.95 | 7.67 | 7.96 | 0.19 | Jan 27 2023 | 6.85 | -3.87 | 17.48 | 14.59 | 11.66 | 12.02 | -1.02 | 0.34 | 0.66 | 0.66 | -23.46 | -23.46 | -23.46 | -44.44 | -0.76 | 0.21 | 0.33 | 0.18 | -17.83 | 17.18 | 13.93 | 24.04 | 1.93 | 2.20 | 2.14 | 2.91 | |
Couch Potato Scott Burns |
2 | 50 | 50 | 0 | -16.31 | 5.34 | 6.67 | 7.89 | 0.09 | Jan 27 2023 | 4.60 | -3.55 | 14.93 | 11.29 | 8.90 | 8.62 | -1.09 | 0.47 | 0.75 | 0.91 | -19.77 | -19.77 | -19.77 | -27.04 | -0.82 | 0.27 | 0.34 | 0.29 | -16.31 | 15.67 | 15.93 | 19.51 | 3.61 | 2.96 | 1.50 | 2.09 | |
Stocks/Bonds 60/40 |
2 | 60 | 40 | 0 | -16.95 | 5.40 | 7.82 | 7.87 | 0.20 | Jan 27 2023 | 5.25 | -3.80 | 15.30 | 12.26 | 9.65 | 9.40 | -1.11 | 0.44 | 0.81 | 0.84 | -20.69 | -20.69 | -20.69 | -30.55 | -0.82 | 0.26 | 0.38 | 0.26 | -16.95 | 14.66 | 15.70 | 21.94 | 1.69 | 1.73 | 2.04 | 2.54 | |
Edge Select Moderately Aggressive Merrill Lynch |
12 | 69 | 31 | 0 | -17.08 | 4.61 | 7.01 | 7.86 | 0.09 | Jan 27 2023 | 6.74 | -3.55 | 16.05 | 13.16 | 10.59 | 10.97 | -1.06 | 0.35 | 0.66 | 0.72 | -22.31 | -22.31 | -22.31 | -38.23 | -0.77 | 0.21 | 0.31 | 0.21 | -17.08 | 12.88 | 16.02 | 22.30 | 1.79 | 1.82 | 1.86 | 2.71 | |
Gone Fishin' Portfolio Alexander Green |
10 | 65 | 30 | 5 | -15.58 | 3.28 | 5.57 | 7.84 | 0.00 | Jan 27 2023 | 6.66 | -2.94 | 16.10 | 13.38 | 10.77 | 11.96 | -0.97 | 0.24 | 0.52 | 0.66 | -21.98 | -21.98 | -21.98 | -43.02 | -0.71 | 0.15 | 0.25 | 0.18 | -15.58 | 11.58 | 12.37 | 19.76 | 2.48 | 2.60 | 2.16 | 2.90 | |
Four Funds Bogleheads |
4 | 80 | 20 | 0 | -17.06 | 5.00 | 7.56 | 7.80 | 0.08 | Jan 27 2023 | 6.73 | -3.78 | 17.60 | 14.70 | 11.83 | 12.30 | -0.97 | 0.34 | 0.64 | 0.63 | -23.20 | -23.20 | -23.20 | -44.08 | -0.74 | 0.22 | 0.33 | 0.18 | -17.06 | 15.70 | 15.71 | 23.60 | 2.25 | 2.38 | 1.89 | 2.73 | |
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
5 | 70 | 30 | 0 | -17.43 | 4.57 | 6.99 | 7.77 | 0.21 | Jan 27 2023 | 6.35 | -3.53 | 16.78 | 13.38 | 10.64 | 10.59 | -1.04 | 0.34 | 0.66 | 0.73 | -22.74 | -22.74 | -22.74 | -39.55 | -0.77 | 0.20 | 0.31 | 0.20 | -17.43 | 16.85 | 12.52 | 22.28 | 2.33 | 2.50 | 2.13 | 2.84 | |
Three Funds Bogleheads |
3 | 80 | 20 | 0 | -17.06 | 4.84 | 7.57 | 7.70 | 0.09 | Jan 27 2023 | 6.78 | -3.72 | 17.42 | 14.60 | 11.74 | 12.23 | -0.98 | 0.33 | 0.65 | 0.63 | -23.18 | -23.18 | -23.18 | -43.68 | -0.74 | 0.21 | 0.33 | 0.18 | -17.06 | 14.95 | 15.39 | 23.65 | 1.89 | 2.15 | 2.02 | 2.84 | |
Coffeehouse Bill Schultheis |
7 | 60 | 40 | 0 | -14.38 | 3.65 | 6.27 | 7.69 | 0.15 | Jan 27 2023 | 5.81 | -3.29 | 14.78 | 12.07 | 9.56 | 9.46 | -0.97 | 0.30 | 0.66 | 0.81 | -19.65 | -19.65 | -19.65 | -33.93 | -0.73 | 0.19 | 0.32 | 0.23 | -14.38 | 15.24 | 7.45 | 18.99 | 2.05 | 2.31 | 2.25 | 2.89 | |
Long Term Portfolio Ben Stein |
6 | 80 | 20 | 0 | -14.26 | 4.20 | 6.73 | 7.65 | 0.22 | Jan 27 2023 | 6.99 | -3.34 | 15.77 | 14.14 | 11.41 | 12.30 | -0.90 | 0.30 | 0.59 | 0.62 | -20.52 | -20.52 | -20.52 | -45.92 | -0.69 | 0.20 | 0.33 | 0.17 | -14.26 | 16.72 | 9.40 | 21.13 | 1.73 | 1.92 | 1.66 | 2.79 | |
Golden Butterfly |
5 | 40 | 40 | 20 | -13.35 | 4.11 | 5.32 | 7.65 | 0.14 | Jan 27 2023 | 6.04 | -2.27 | 11.76 | 9.12 | 7.57 | 7.41 | -1.13 | 0.45 | 0.70 | 1.03 | -17.79 | -17.79 | -17.79 | -17.79 | -0.75 | 0.23 | 0.30 | 0.43 | -13.35 | 9.35 | 13.93 | 18.03 | 1.13 | 1.03 | 1.09 | 1.81 | |
LifeStrategy Growth Fund Vanguard |
4 | 80 | 20 | 0 | -16.96 | 4.69 | 7.44 | 7.65 | 0.07 | Jan 27 2023 | 6.80 | -3.77 | 17.35 | 14.54 | 11.72 | 12.26 | -0.98 | 0.32 | 0.64 | 0.62 | -23.11 | -23.11 | -23.11 | -44.18 | -0.73 | 0.20 | 0.32 | 0.17 | -16.96 | 14.57 | 15.01 | 23.41 | 1.85 | 2.27 | 1.95 | 2.91 | |
Perfect Portfolio Ben Stein |
7 | 80 | 20 | 0 | -11.28 | 5.08 | 7.07 | 7.59 | 0.01 | Jan 27 2023 | 6.40 | -3.19 | 16.12 | 14.14 | 11.41 | 12.27 | -0.70 | 0.36 | 0.62 | 0.62 | -18.32 | -18.62 | -18.62 | -44.81 | -0.62 | 0.27 | 0.38 | 0.17 | -11.28 | 16.52 | 10.46 | 21.12 | 1.87 | 1.92 | 1.69 | 2.89 | |
Pinwheel |
8 | 65 | 25 | 10 | -13.57 | 3.64 | 5.23 | 7.58 | 0.19 | Jan 27 2023 | 6.84 | -2.44 | 13.73 | 11.71 | 9.52 | 10.35 | -0.99 | 0.31 | 0.55 | 0.73 | -19.49 | -19.49 | -19.49 | -36.89 | -0.70 | 0.19 | 0.27 | 0.21 | -13.57 | 13.53 | 9.12 | 19.31 | 1.60 | 1.79 | 1.62 | 2.58 | |
No Brainer Portfolio Bill Bernstein |
4 | 75 | 25 | 0 | -13.89 | 4.46 | 7.16 | 7.55 | 0.10 | Jan 27 2023 | 6.10 | -3.57 | 15.58 | 13.92 | 11.21 | 11.59 | -0.89 | 0.32 | 0.64 | 0.65 | -19.76 | -19.76 | -19.76 | -40.40 | -0.70 | 0.23 | 0.36 | 0.19 | -13.89 | 15.39 | 11.61 | 19.82 | 1.58 | 1.74 | 1.53 | 2.49 | |
Sheltered Sam 60/40 Bill Bernstein |
12 | 58.2 | 40 | 1.8 | -10.58 | 4.13 | 5.94 | 7.54 | 0.05 | Jan 27 2023 | 4.66 | -2.54 | 13.19 | 11.03 | 8.81 | 9.11 | -0.80 | 0.37 | 0.67 | 0.83 | -16.49 | -16.49 | -16.49 | -34.12 | -0.64 | 0.25 | 0.36 | 0.22 | -10.58 | 14.69 | 7.21 | 17.21 | 2.45 | 2.23 | 1.68 | 2.59 | |
Robo Advisor 50 Betterment |
10 | 49.9 | 50.1 | 0 | -14.79 | 2.28 | 4.67 | 7.53 | -0.08 | Jan 27 2023 | 5.59 | -2.81 | 13.99 | 10.81 | 8.66 | 9.19 | -1.06 | 0.21 | 0.54 | 0.82 | -20.25 | -20.25 | -20.25 | -30.72 | -0.73 | 0.11 | 0.23 | 0.25 | -14.79 | 7.95 | 9.50 | 17.41 | 2.29 | 2.80 | 2.06 | 3.20 | |
Gretchen Tai Portfolio Gretchen Tai |
9 | 70 | 30 | 0 | -17.30 | 3.05 | 5.68 | 7.49 | 0.04 | Jan 27 2023 | 7.09 | -3.16 | 16.87 | 13.48 | 10.89 | 11.54 | -1.03 | 0.23 | 0.52 | 0.65 | -23.59 | -23.59 | -23.59 | -41.80 | -0.73 | 0.13 | 0.24 | 0.18 | -17.30 | 12.15 | 12.24 | 20.82 | 2.43 | 2.69 | 2.16 | 3.22 | |
Marc Faber Portfolio Marc Faber |
6 | 50 | 25 | 25 | -14.67 | 4.30 | 4.54 | 7.48 | 0.23 | Jan 27 2023 | 6.60 | -1.54 | 13.17 | 10.78 | 9.17 | 9.45 | -1.11 | 0.40 | 0.50 | 0.79 | -19.93 | -19.93 | -19.93 | -28.82 | -0.74 | 0.22 | 0.23 | 0.26 | -14.67 | 12.98 | 11.15 | 20.49 | 1.71 | 1.94 | 2.02 | 2.52 | |
Tilt Toward Value Time Inc |
7 | 60 | 40 | 0 | -15.72 | 3.68 | 6.09 | 7.46 | 0.14 | Jan 27 2023 | 5.84 | -3.28 | 14.51 | 11.59 | 9.22 | 9.22 | -1.08 | 0.32 | 0.66 | 0.81 | -20.45 | -20.45 | -20.45 | -34.63 | -0.77 | 0.18 | 0.30 | 0.22 | -15.72 | 13.78 | 9.48 | 19.75 | 1.99 | 2.43 | 2.18 | 3.04 | |
Five Fold Scott Burns |
5 | 60 | 40 | 0 | -17.44 | 3.34 | 5.28 | 7.46 | 0.16 | Jan 27 2023 | 6.13 | -3.38 | 14.81 | 11.60 | 9.40 | 9.59 | -1.18 | 0.29 | 0.56 | 0.78 | -21.60 | -21.60 | -21.60 | -37.94 | -0.81 | 0.15 | 0.24 | 0.20 | -17.44 | 15.57 | 8.59 | 19.52 | 2.79 | 3.25 | 2.00 | 3.14 | |
Five Asset Roger Gibson |
6 | 60 | 20 | 20 | -11.00 | 5.13 | 5.23 | 7.44 | 0.00 | Jan 27 2023 | 5.81 | -3.34 | 14.45 | 13.23 | 10.58 | 11.17 | -0.76 | 0.39 | 0.49 | 0.67 | -16.29 | -19.30 | -19.30 | -44.75 | -0.68 | 0.27 | 0.27 | 0.17 | -11.00 | 22.77 | 5.29 | 20.35 | 1.88 | 2.16 | 1.93 | 3.02 | |
Margaritaville Scott Burns |
3 | 67 | 33 | 0 | -16.10 | 4.04 | 5.89 | 7.34 | -0.03 | Jan 27 2023 | 6.21 | -3.13 | 16.00 | 12.76 | 10.35 | 10.74 | -1.01 | 0.32 | 0.57 | 0.68 | -21.96 | -21.96 | -21.96 | -38.70 | -0.73 | 0.18 | 0.27 | 0.19 | -16.10 | 13.33 | 14.40 | 20.39 | 3.25 | 3.04 | 1.73 | 2.62 | |
Nano Portfolio John Wasik |
5 | 60 | 40 | 0 | -17.26 | 3.43 | 5.28 | 7.32 | 0.20 | Jan 27 2023 | 6.19 | -2.90 | 15.35 | 11.74 | 9.48 | 9.49 | -1.12 | 0.29 | 0.56 | 0.77 | -22.12 | -22.12 | -22.12 | -36.66 | -0.78 | 0.16 | 0.24 | 0.20 | -17.26 | 16.29 | 8.50 | 19.75 | 2.90 | 3.03 | 2.29 | 3.01 | |
Simple Money Portfolio Tim Maurer |
7 | 60 | 40 | 0 | -11.48 | 2.53 | 5.34 | 7.29 | 0.02 | Jan 27 2023 | 5.31 | -2.07 | 13.91 | 11.19 | 8.99 | 8.94 | -0.83 | 0.23 | 0.59 | 0.82 | -18.42 | -18.44 | -18.44 | -32.39 | -0.62 | 0.14 | 0.29 | 0.23 | -11.48 | 10.46 | 6.87 | 16.14 | 1.76 | 1.99 | 1.57 | 2.95 | |
Edge Select Moderate Merrill Lynch |
12 | 53 | 47 | 0 | -16.06 | 3.65 | 5.76 | 7.27 | 0.04 | Jan 27 2023 | 5.94 | -3.00 | 14.16 | 10.92 | 8.73 | 8.77 | -1.13 | 0.33 | 0.66 | 0.83 | -20.56 | -20.56 | -20.56 | -29.58 | -0.78 | 0.18 | 0.28 | 0.25 | -16.06 | 9.66 | 13.88 | 19.44 | 1.86 | 1.77 | 1.93 | 2.80 | |
Sandwich Portfolio Bob Clyatt |
8 | 55 | 45 | 0 | -14.72 | 2.88 | 5.16 | 7.27 | 0.06 | Jan 27 2023 | 5.32 | -2.50 | 12.51 | 9.88 | 7.94 | 8.17 | -1.18 | 0.29 | 0.65 | 0.89 | -19.10 | -19.10 | -19.10 | -28.96 | -0.77 | 0.15 | 0.27 | 0.25 | -14.72 | 9.88 | 10.59 | 16.81 | 1.48 | 1.55 | 1.53 | 2.61 | |
All Weather Portfolio Ray Dalio |
5 | 30 | 55 | 15 | -18.03 | 3.06 | 4.27 | 7.26 | -0.10 | Jan 27 2023 | 5.58 | -2.69 | 11.86 | 8.77 | 7.31 | 7.08 | -1.52 | 0.35 | 0.58 | 1.03 | -20.19 | -20.19 | -20.19 | -20.19 | -0.89 | 0.15 | 0.21 | 0.36 | -18.03 | 8.08 | 14.68 | 18.22 | 1.31 | 1.13 | 1.40 | 2.03 | |
Ultimate Buy&Hold FundAdvice |
12 | 60 | 40 | 0 | -12.51 | 2.25 | 4.81 | 7.23 | 0.07 | Jan 27 2023 | 5.61 | -2.17 | 13.19 | 10.95 | 8.84 | 9.15 | -0.95 | 0.21 | 0.54 | 0.79 | -18.44 | -18.44 | -18.44 | -34.23 | -0.68 | 0.12 | 0.26 | 0.21 | -12.51 | 11.49 | 5.84 | 16.24 | 2.37 | 2.22 | 1.73 | 2.84 | |
Simple and Cheap Time Inc |
5 | 60 | 40 | 0 | -16.81 | 3.47 | 5.76 | 7.22 | 0.12 | Jan 27 2023 | 6.02 | -3.17 | 14.50 | 11.44 | 9.15 | 9.22 | -1.16 | 0.30 | 0.63 | 0.78 | -21.27 | -21.27 | -21.27 | -34.84 | -0.79 | 0.16 | 0.27 | 0.21 | -16.81 | 12.62 | 10.84 | 19.89 | 2.00 | 2.43 | 2.19 | 3.09 | |
Coward's Portfolio Bill Bernstein |
9 | 60 | 40 | 0 | -10.59 | 3.86 | 5.99 | 7.18 | 0.12 | Jan 27 2023 | 4.83 | -2.62 | 12.32 | 10.81 | 8.68 | 8.98 | -0.86 | 0.36 | 0.69 | 0.80 | -15.87 | -15.87 | -15.87 | -32.68 | -0.67 | 0.24 | 0.38 | 0.22 | -10.59 | 13.60 | 7.17 | 16.66 | 1.61 | 1.49 | 1.58 | 2.56 | |
Global Market Portfolio Credit Suisse |
8 | 45 | 55 | 0 | -19.25 | 2.01 | 4.45 | 7.15 | -0.10 | Jan 27 2023 | 6.27 | -3.08 | 14.41 | 10.13 | 8.25 | 8.04 | -1.34 | 0.20 | 0.54 | 0.89 | -23.10 | -23.10 | -23.10 | -25.90 | -0.83 | 0.09 | 0.19 | 0.28 | -19.25 | 7.49 | 12.06 | 19.24 | 2.08 | 2.43 | 2.07 | 3.21 | |
European Stocks |
1 | 100 | 0 | 0 | -16.00 | 2.05 | 4.72 | 7.14 | -0.33 | Jan 27 2023 | 9.45 | -1.67 | 24.44 | 19.90 | 16.62 | 17.75 | -0.65 | 0.10 | 0.28 | 0.40 | -30.58 | -30.98 | -30.98 | -59.77 | -0.52 | 0.07 | 0.15 | 0.12 | -16.00 | 16.88 | 6.11 | 24.86 | 2.67 | 3.49 | 2.85 | 3.99 | |
Big Rocks Portfolio Larry Swedroe |
11 | 60 | 40 | 0 | -10.13 | 3.34 | 5.67 | 7.10 | 0.13 | Jan 27 2023 | 4.88 | -2.39 | 12.25 | 10.99 | 8.82 | 9.01 | -0.83 | 0.30 | 0.64 | 0.79 | -15.71 | -15.71 | -15.71 | -33.80 | -0.64 | 0.21 | 0.36 | 0.21 | -10.13 | 13.59 | 5.25 | 15.98 | 1.75 | 1.65 | 1.57 | 2.72 | |
LifeStrategy Moderate Growth Vanguard |
4 | 60 | 40 | 0 | -15.97 | 3.58 | 5.95 | 7.07 | 0.02 | Jan 27 2023 | 5.84 | -3.17 | 14.53 | 11.49 | 9.21 | 9.37 | -1.10 | 0.31 | 0.65 | 0.75 | -20.84 | -20.84 | -20.84 | -33.52 | -0.77 | 0.17 | 0.29 | 0.21 | -15.97 | 10.43 | 12.96 | 19.70 | 1.88 | 2.33 | 1.99 | 2.96 | |
GAA Global Asset Allocation Mebane Faber |
10 | 40.5 | 49.5 | 10 | -16.44 | 2.67 | 4.17 | 7.04 | -0.13 | Jan 27 2023 | 5.94 | -2.65 | 13.48 | 9.91 | 8.02 | 7.83 | -1.22 | 0.27 | 0.52 | 0.90 | -20.65 | -20.65 | -20.65 | -24.91 | -0.80 | 0.13 | 0.20 | 0.28 | -16.44 | 8.69 | 11.18 | 19.10 | 1.84 | 2.20 | 1.86 | 2.90 | |
Sheltered Sam 50/50 Bill Bernstein |
12 | 48.5 | 50 | 1.5 | -10.08 | 3.66 | 5.10 | 7.02 | 0.03 | Jan 27 2023 | 4.12 | -2.19 | 11.62 | 9.39 | 7.50 | 7.71 | -0.87 | 0.39 | 0.68 | 0.91 | -15.17 | -15.17 | -15.17 | -28.23 | -0.66 | 0.24 | 0.34 | 0.25 | -10.08 | 12.55 | 7.04 | 15.24 | 2.56 | 2.18 | 1.58 | 2.50 | |
Dynamic 60/40 Income |
5 | 60 | 40 | 0 | -15.89 | 3.39 | 5.25 | 7.02 | 0.27 | Jan 27 2023 | 5.94 | -3.10 | 13.17 | 10.91 | 8.60 | 9.15 | -1.21 | 0.31 | 0.61 | 0.77 | -18.21 | -18.21 | -18.21 | -41.44 | -0.87 | 0.19 | 0.29 | 0.17 | -15.89 | 15.27 | 6.26 | 18.59 | 2.82 | 2.81 | 3.17 | 4.05 | |
Dynamic 40/60 Income |
5 | 40 | 60 | 0 | -14.37 | 2.12 | 4.03 | 6.99 | 0.01 | Jan 27 2023 | 4.98 | -2.43 | 12.08 | 9.51 | 7.35 | 7.96 | -1.19 | 0.22 | 0.55 | 0.88 | -17.33 | -17.33 | -17.33 | -29.84 | -0.83 | 0.12 | 0.23 | 0.23 | -14.37 | 6.72 | 8.28 | 15.91 | 3.06 | 2.85 | 3.24 | 4.21 | |
Ivy Portfolio Mebane Faber |
5 | 60 | 20 | 20 | -10.08 | 4.64 | 4.64 | 6.98 | -0.04 | Jan 27 2023 | 5.72 | -2.94 | 14.49 | 13.97 | 11.10 | 11.46 | -0.70 | 0.33 | 0.42 | 0.61 | -16.46 | -21.77 | -21.77 | -47.39 | -0.61 | 0.21 | 0.21 | 0.15 | -10.08 | 22.27 | 2.25 | 21.16 | 1.79 | 2.07 | 2.02 | 2.63 | |
Ideal Index Frank Armstrong |
7 | 70 | 30 | 0 | -11.91 | 3.40 | 5.72 | 6.98 | 0.06 | Jan 27 2023 | 5.80 | -2.68 | 13.89 | 12.30 | 9.94 | 10.56 | -0.86 | 0.28 | 0.58 | 0.66 | -18.25 | -18.25 | -18.25 | -40.11 | -0.65 | 0.19 | 0.31 | 0.17 | -11.91 | 13.98 | 6.95 | 17.96 | 1.88 | 1.94 | 1.75 | 2.83 | |
One-Decision Portfolio Marvin Appel |
5 | 50 | 50 | 0 | -13.18 | 4.00 | 5.74 | 6.97 | 0.28 | Jan 27 2023 | 5.17 | -2.85 | 12.34 | 10.39 | 8.31 | 8.19 | -1.07 | 0.39 | 0.69 | 0.85 | -16.74 | -16.74 | -16.74 | -31.96 | -0.79 | 0.24 | 0.34 | 0.22 | -13.18 | 16.51 | 5.32 | 18.51 | 1.90 | 1.66 | 1.86 | 2.89 | |
7Twelve Portfolio Craig Israelsen |
9 | 50 | 33.3 | 16.7 | -7.91 | 3.96 | 4.07 | 6.90 | -0.11 | Jan 27 2023 | 4.82 | -2.52 | 12.02 | 11.56 | 9.23 | 9.70 | -0.66 | 0.34 | 0.44 | 0.71 | -13.28 | -17.90 | -17.90 | -37.96 | -0.60 | 0.22 | 0.23 | 0.18 | -7.91 | 16.41 | 3.64 | 17.04 | 1.32 | 1.33 | 1.34 | 2.13 | |
Simplified Permanent Portfolio |
3 | 25 | 50 | 25 | -12.67 | 3.88 | 3.79 | 6.86 | -0.01 | Jan 27 2023 | 4.77 | -1.34 | 10.35 | 7.56 | 6.72 | 6.67 | -1.22 | 0.51 | 0.56 | 1.03 | -16.43 | -16.43 | -16.43 | -16.43 | -0.77 | 0.24 | 0.23 | 0.42 | -12.67 | 3.72 | 16.46 | 16.15 | 1.14 | 0.78 | 1.02 | 1.68 | |
Four Square Scott Burns |
4 | 50 | 50 | 0 | -15.24 | 3.02 | 4.80 | 6.85 | -0.08 | Jan 27 2023 | 5.28 | -3.01 | 13.46 | 10.15 | 8.21 | 8.35 | -1.13 | 0.30 | 0.59 | 0.82 | -19.67 | -19.67 | -19.67 | -29.95 | -0.77 | 0.15 | 0.24 | 0.23 | -15.24 | 9.33 | 11.91 | 17.18 | 2.78 | 3.18 | 1.59 | 2.86 | |
Stocks/Bonds 40/60 |
2 | 40 | 60 | 0 | -15.67 | 3.66 | 5.61 | 6.83 | 0.10 | Jan 27 2023 | 4.55 | -2.79 | 12.32 | 9.20 | 7.18 | 6.76 | -1.27 | 0.40 | 0.78 | 1.01 | -18.63 | -18.63 | -18.63 | -19.17 | -0.84 | 0.20 | 0.30 | 0.36 | -15.67 | 9.15 | 13.04 | 17.57 | 1.87 | 1.84 | 2.20 | 2.66 | |
High Yield Bonds Income |
4 | 0 | 100 | 0 | -16.88 | 0.05 | 2.19 | 6.74 | -0.34 | Jan 27 2023 | 4.74 | -1.82 | 14.31 | 10.34 | 8.35 | 8.65 | -1.18 | 0.01 | 0.26 | 0.78 | -21.38 | -21.84 | -21.84 | -23.97 | -0.79 | 0.00 | 0.10 | 0.28 | -16.88 | 0.88 | 7.08 | 16.98 | 4.25 | 3.76 | 4.38 | 5.32 | |
Rob Arnott Portfolio Rob Arnott |
8 | 30 | 60 | 10 | -14.81 | 2.70 | 3.48 | 6.71 | -0.15 | Jan 27 2023 | 5.00 | -2.81 | 11.92 | 8.78 | 7.15 | 7.03 | -1.24 | 0.31 | 0.49 | 0.95 | -17.86 | -17.86 | -17.86 | -24.27 | -0.83 | 0.15 | 0.20 | 0.28 | -14.81 | 11.04 | 7.98 | 16.67 | 2.31 | 2.57 | 1.88 | 3.13 | |
Edge Select Moderately Conservative Merrill Lynch |
12 | 37 | 63 | 0 | -14.91 | 2.71 | 4.52 | 6.59 | -0.01 | Jan 27 2023 | 5.02 | -2.52 | 12.16 | 8.64 | 6.87 | 6.65 | -1.23 | 0.31 | 0.66 | 0.99 | -18.53 | -18.53 | -18.53 | -20.48 | -0.80 | 0.15 | 0.24 | 0.32 | -14.91 | 6.44 | 11.65 | 16.41 | 1.88 | 1.84 | 1.95 | 2.92 | |
Paul Boyer Portfolio Paul Boyer |
5 | 25 | 50 | 25 | -13.57 | 1.91 | 2.30 | 6.55 | -0.11 | Jan 27 2023 | 5.83 | -0.86 | 9.89 | 7.58 | 7.00 | 7.32 | -1.37 | 0.25 | 0.33 | 0.89 | -17.86 | -18.04 | -18.04 | -18.04 | -0.76 | 0.11 | 0.13 | 0.36 | -13.57 | 0.51 | 15.04 | 13.97 | 1.15 | 0.90 | 1.04 | 1.80 | |
Desert Portfolio Gyroscopic Investing |
3 | 30 | 60 | 10 | -11.64 | 3.65 | 4.34 | 6.55 | 0.06 | Jan 27 2023 | 3.74 | -1.70 | 9.13 | 6.57 | 5.33 | 5.34 | -1.28 | 0.56 | 0.81 | 1.23 | -14.72 | -14.72 | -14.72 | -14.72 | -0.79 | 0.25 | 0.29 | 0.44 | -11.64 | 5.76 | 12.96 | 14.41 | 1.14 | 0.88 | 1.23 | 1.95 | |
All Country World 80/20 |
4 | 80 | 20 | 0 | -17.17 | 4.27 | 6.84 | 6.53 | 0.02 | Jan 27 2023 | 6.81 | -3.85 | 17.79 | 14.82 | 11.97 | 12.65 | -0.97 | 0.29 | 0.57 | 0.52 | -23.52 | -23.52 | -23.52 | -47.32 | -0.73 | 0.18 | 0.29 | 0.14 | -17.17 | 14.21 | 14.55 | 23.35 | 1.86 | 2.27 | 1.98 | 3.01 | |
Lifepath Fund iShares |
6 | 40.4 | 59.6 | 0 | -15.14 | 2.77 | 4.54 | 6.51 | -0.03 | Jan 27 2023 | 4.87 | -2.40 | 12.27 | 8.93 | 7.06 | 6.82 | -1.23 | 0.31 | 0.64 | 0.95 | -18.92 | -18.92 | -18.92 | -21.23 | -0.80 | 0.15 | 0.24 | 0.31 | -15.14 | 8.05 | 11.47 | 16.20 | 2.36 | 2.31 | 2.15 | 2.76 | |
Andrew Tobias Portfolio Andrew Tobias |
3 | 66.7 | 33.3 | 0 | -12.58 | 3.90 | 5.92 | 6.49 | 0.07 | Jan 27 2023 | 5.48 | -2.41 | 14.03 | 11.60 | 9.45 | 9.88 | -0.90 | 0.34 | 0.63 | 0.66 | -18.85 | -18.85 | -18.85 | -36.42 | -0.67 | 0.21 | 0.31 | 0.18 | -12.58 | 12.14 | 10.55 | 18.69 | 1.61 | 1.80 | 1.64 | 2.72 | |
Sheltered Sam 40/60 Bill Bernstein |
12 | 38.8 | 60 | 1.2 | -9.58 | 3.18 | 4.25 | 6.48 | 0.00 | Jan 27 2023 | 3.58 | -1.83 | 10.10 | 7.80 | 6.24 | 6.38 | -0.95 | 0.41 | 0.68 | 1.02 | -13.86 | -13.86 | -13.86 | -22.05 | -0.69 | 0.23 | 0.31 | 0.29 | -9.58 | 10.41 | 6.86 | 13.26 | 2.67 | 2.12 | 1.48 | 2.41 | |
All Country World Stocks |
1 | 100 | 0 | 0 | -18.01 | 5.29 | 8.14 | 6.45 | 0.06 | Jan 27 2023 | 7.73 | -4.43 | 20.58 | 17.79 | 14.43 | 15.53 | -0.88 | 0.30 | 0.56 | 0.42 | -25.52 | -25.52 | -25.52 | -57.06 | -0.71 | 0.21 | 0.32 | 0.11 | -18.01 | 18.27 | 16.61 | 26.82 | 1.78 | 2.13 | 1.91 | 2.90 | |
All Country World 60/40 |
4 | 60 | 40 | 0 | -16.34 | 3.20 | 5.50 | 6.45 | -0.02 | Jan 27 2023 | 5.90 | -3.28 | 15.14 | 11.97 | 9.61 | 9.94 | -1.08 | 0.27 | 0.57 | 0.65 | -21.52 | -21.52 | -21.52 | -36.70 | -0.76 | 0.15 | 0.26 | 0.18 | -16.34 | 10.14 | 12.48 | 19.89 | 1.94 | 2.41 | 2.05 | 3.13 | |
Permanent Portfolio Harry Browne |
4 | 25 | 50 | 25 | -12.53 | 3.85 | 3.92 | 6.44 | 0.01 | Jan 27 2023 | 4.94 | -1.04 | 9.29 | 7.51 | 6.73 | 6.35 | -1.35 | 0.51 | 0.58 | 1.01 | -15.92 | -15.92 | -15.92 | -15.92 | -0.79 | 0.24 | 0.25 | 0.40 | -12.53 | 4.21 | 16.10 | 16.17 | 1.13 | 0.73 | 0.94 | 1.73 | |
LifeStrategy Conservative Growth Vanguard |
4 | 40 | 60 | 0 | -14.98 | 2.42 | 4.40 | 6.36 | -0.03 | Jan 27 2023 | 4.87 | -2.57 | 11.89 | 8.66 | 6.89 | 6.72 | -1.26 | 0.28 | 0.64 | 0.95 | -18.57 | -18.57 | -18.57 | -21.90 | -0.81 | 0.13 | 0.24 | 0.29 | -14.98 | 6.29 | 10.90 | 15.98 | 1.90 | 2.39 | 2.03 | 3.01 | |
Emerging Markets Stocks |
1 | 100 | 0 | 0 | -20.56 | -2.15 | 0.57 | 6.31 | -0.47 | Jan 27 2023 | 11.61 | -2.65 | 21.17 | 18.90 | 16.83 | 23.16 | -0.97 | -0.11 | 0.03 | 0.27 | -29.40 | -36.52 | -36.52 | -60.44 | -0.70 | -0.06 | 0.02 | 0.10 | -20.56 | -3.61 | 17.03 | 18.20 | 1.95 | 1.89 | 1.68 | 3.19 | |
Larry Portfolio Larry Swedroe |
4 | 30 | 70 | 0 | -11.20 | 0.85 | 2.66 | 6.28 | 0.02 | Jan 27 2023 | 4.38 | -1.63 | 9.07 | 6.21 | 5.08 | 5.46 | -1.23 | 0.14 | 0.52 | 1.15 | -14.55 | -15.96 | -15.96 | -15.96 | -0.77 | 0.05 | 0.17 | 0.39 | -11.20 | 3.41 | 6.44 | 10.64 | 1.50 | 1.20 | 1.29 | 2.32 | |
Stocks/Bonds 20/80 Momentum |
2 | 20 | 80 | 0 | -14.14 | 1.77 | 3.69 | 6.26 | -0.32 | Jan 27 2023 | 2.32 | -1.42 | 9.44 | 6.67 | 5.30 | 4.74 | -1.50 | 0.26 | 0.70 | 1.32 | -17.00 | -17.91 | -17.91 | -17.91 | -0.83 | 0.10 | 0.21 | 0.35 | -14.14 | 1.18 | 12.14 | 12.52 | 2.07 | 1.77 | 2.24 | 2.70 | |
All Country World 40/60 |
4 | 40 | 60 | 0 | -15.50 | 2.07 | 4.11 | 6.22 | -0.07 | Jan 27 2023 | 4.98 | -2.71 | 12.65 | 9.33 | 7.43 | 7.48 | -1.22 | 0.22 | 0.55 | 0.83 | -19.52 | -19.52 | -19.52 | -25.16 | -0.79 | 0.11 | 0.21 | 0.25 | -15.50 | 6.07 | 10.42 | 16.42 | 2.02 | 2.55 | 2.13 | 3.24 | |
Sheltered Sam 30/70 Bill Bernstein |
12 | 29.1 | 70 | 0.9 | -9.07 | 2.68 | 3.39 | 5.91 | -0.02 | Jan 27 2023 | 3.04 | -1.48 | 8.64 | 6.27 | 5.03 | 5.14 | -1.05 | 0.43 | 0.67 | 1.15 | -12.55 | -12.55 | -12.55 | -16.58 | -0.72 | 0.21 | 0.27 | 0.36 | -9.07 | 8.27 | 6.68 | 11.29 | 2.77 | 2.07 | 1.38 | 2.32 | |
All Country World 20/80 |
4 | 20 | 80 | 0 | -14.66 | 0.90 | 2.66 | 5.86 | -0.11 | Jan 27 2023 | 4.07 | -2.14 | 10.36 | 7.04 | 5.61 | 5.47 | -1.41 | 0.13 | 0.47 | 1.07 | -17.51 | -17.97 | -17.97 | -17.97 | -0.84 | 0.05 | 0.15 | 0.33 | -14.66 | 2.00 | 8.36 | 12.96 | 2.09 | 2.69 | 2.20 | 3.36 | |
Eliminate Fat Tails Larry Swedroe |
4 | 30 | 70 | 0 | -9.61 | 1.78 | 2.53 | 5.80 | -0.08 | Jan 27 2023 | 3.93 | -1.63 | 8.25 | 6.73 | 5.57 | 6.35 | -1.16 | 0.26 | 0.45 | 0.91 | -12.62 | -12.62 | -12.62 | -18.42 | -0.76 | 0.14 | 0.20 | 0.31 | -9.61 | 5.40 | 8.18 | 9.79 | 3.01 | 2.12 | 0.99 | 2.12 | |
Developed World ex-US 60/40 |
2 | 60 | 40 | 0 | -14.32 | 1.07 | 3.71 | 5.76 | -0.15 | Jan 27 2023 | 6.56 | -2.41 | 15.45 | 11.49 | 9.52 | 10.25 | -0.93 | 0.09 | 0.39 | 0.56 | -21.67 | -22.40 | -22.40 | -37.49 | -0.66 | 0.05 | 0.17 | 0.15 | -14.32 | 6.09 | 7.71 | 16.72 | 1.98 | 3.50 | 1.79 | 3.62 | |
Developed World ex-US 80/20 |
2 | 80 | 20 | 0 | -14.84 | 1.38 | 4.31 | 5.73 | -0.13 | Jan 27 2023 | 7.91 | -2.30 | 18.78 | 14.68 | 12.21 | 13.37 | -0.79 | 0.09 | 0.35 | 0.43 | -24.60 | -25.24 | -25.24 | -47.74 | -0.60 | 0.05 | 0.17 | 0.12 | -14.84 | 8.88 | 8.72 | 19.67 | 2.20 | 3.48 | 2.00 | 3.64 | |
Stocks/Bonds 20/80 |
2 | 20 | 80 | 0 | -14.39 | 1.85 | 3.34 | 5.66 | -0.01 | Jan 27 2023 | 3.84 | -1.80 | 9.78 | 6.61 | 5.16 | 4.67 | -1.47 | 0.28 | 0.65 | 1.21 | -16.57 | -16.57 | -16.57 | -16.57 | -0.87 | 0.11 | 0.20 | 0.34 | -14.39 | 3.64 | 10.38 | 13.20 | 2.05 | 1.95 | 2.37 | 2.79 | |
Developed World ex-US 40/60 |
2 | 40 | 60 | 0 | -13.80 | 0.70 | 3.03 | 5.63 | -0.17 | Jan 27 2023 | 5.20 | -2.53 | 12.35 | 8.55 | 7.03 | 7.41 | -1.12 | 0.08 | 0.43 | 0.76 | -18.75 | -19.57 | -19.57 | -26.17 | -0.74 | 0.04 | 0.15 | 0.22 | -13.80 | 3.30 | 6.69 | 13.77 | 1.75 | 3.51 | 1.58 | 3.61 | |
Dimensional Retirement Income Fund DFA |
7 | 20.4 | 79.6 | 0 | -9.39 | 2.66 | 2.79 | 5.58 | -0.07 | Jan 27 2023 | 2.93 | -1.25 | 8.60 | 5.75 | 4.71 | 4.75 | -1.09 | 0.46 | 0.59 | 1.18 | -12.16 | -12.16 | -12.16 | -12.91 | -0.77 | 0.22 | 0.23 | 0.43 | -9.39 | 7.04 | 8.69 | 10.30 | 4.29 | 3.41 | 1.56 | 2.41 | |
Gold |
1 | 0 | 0 | 100 | -0.77 | 6.53 | 0.46 | 5.56 | -0.14 | Jan 27 2023 | 5.65 | 2.93 | 12.92 | 13.43 | 14.82 | 15.47 | -0.06 | 0.49 | 0.03 | 0.36 | -15.91 | -18.08 | -37.38 | -42.91 | -0.05 | 0.36 | 0.01 | 0.13 | -0.77 | -4.15 | 24.81 | 17.86 | 0.00 | 0.00 | 0.00 | 0.00 | |
Developed World ex-US Stocks |
1 | 100 | 0 | 0 | -15.36 | 1.63 | 4.85 | 5.55 | -0.11 | Jan 27 2023 | 9.27 | -2.18 | 22.30 | 18.05 | 15.04 | 16.68 | -0.69 | 0.09 | 0.32 | 0.33 | -27.52 | -28.08 | -28.08 | -57.00 | -0.56 | 0.06 | 0.17 | 0.10 | -15.36 | 11.67 | 9.74 | 22.62 | 2.42 | 3.46 | 2.21 | 3.65 | |
LifeStrategy Income Fund Vanguard |
4 | 20 | 80 | 0 | -14.00 | 1.20 | 2.80 | 5.52 | -0.08 | Jan 27 2023 | 3.90 | -1.98 | 9.51 | 6.28 | 4.98 | 4.58 | -1.47 | 0.19 | 0.56 | 1.20 | -16.30 | -16.61 | -16.61 | -16.61 | -0.86 | 0.07 | 0.17 | 0.33 | -14.00 | 2.15 | 8.85 | 12.26 | 1.93 | 2.45 | 2.08 | 3.06 | |
All Country World Bonds |
3 | 0 | 100 | 0 | -13.82 | -0.34 | 1.16 | 5.38 | -0.15 | Jan 27 2023 | 3.15 | -1.58 | 8.38 | 5.56 | 4.57 | 4.48 | -1.65 | -0.06 | 0.25 | 1.20 | -15.86 | -17.60 | -17.60 | -17.60 | -0.87 | -0.02 | 0.07 | 0.31 | -13.82 | -2.06 | 6.30 | 9.49 | 2.17 | 2.83 | 2.27 | 3.47 | |
US Inflation Protection |
1 | 0 | 100 | 0 | -13.10 | 1.68 | 0.87 | 5.37 | -0.22 | Jan 27 2023 | 2.54 | -1.32 | 9.64 | 5.93 | 5.29 | 6.07 | -1.36 | 0.28 | 0.16 | 0.89 | -14.74 | -14.74 | -14.74 | -14.74 | -0.89 | 0.11 | 0.06 | 0.36 | -13.10 | 5.67 | 10.84 | 8.35 | 5.89 | 4.41 | 1.29 | 1.88 | |
Developed World ex-US 20/80 |
2 | 20 | 80 | 0 | -13.28 | 0.27 | 2.28 | 5.36 | -0.19 | Jan 27 2023 | 3.84 | -2.64 | 9.54 | 6.09 | 4.97 | 5.20 | -1.39 | 0.04 | 0.46 | 1.03 | -15.82 | -16.80 | -16.80 | -16.80 | -0.84 | 0.02 | 0.14 | 0.32 | -13.28 | 0.51 | 5.67 | 10.82 | 1.53 | 3.53 | 1.37 | 3.59 | |
Sheltered Sam 20/80 Bill Bernstein |
12 | 19.4 | 80 | 0.6 | -8.57 | 2.17 | 2.51 | 5.31 | -0.04 | Jan 27 2023 | 2.50 | -1.13 | 7.24 | 4.87 | 3.93 | 4.09 | -1.18 | 0.45 | 0.64 | 1.30 | -11.24 | -11.24 | -11.24 | -11.24 | -0.76 | 0.19 | 0.22 | 0.47 | -8.57 | 6.12 | 6.51 | 9.31 | 2.88 | 2.02 | 1.29 | 2.23 | |
Edge Select Conservative Merrill Lynch |
12 | 21 | 79 | 0 | -9.59 | 1.88 | 3.03 | 5.26 | -0.06 | Jan 27 2023 | 3.19 | -1.51 | 8.00 | 5.37 | 4.27 | 4.12 | -1.20 | 0.35 | 0.71 | 1.28 | -12.44 | -12.44 | -12.44 | -12.44 | -0.77 | 0.15 | 0.24 | 0.42 | -9.59 | 3.46 | 6.74 | 11.07 | 1.77 | 1.51 | 1.56 | 2.79 | |
Robo Advisor 20 Betterment |
12 | 19.9 | 80.1 | 0 | -9.10 | 1.32 | 2.32 | 5.24 | -0.05 | Jan 27 2023 | 2.87 | -1.12 | 6.90 | 4.80 | 3.86 | 4.11 | -1.32 | 0.28 | 0.60 | 1.28 | -11.83 | -12.16 | -12.16 | -12.16 | -0.77 | 0.11 | 0.19 | 0.43 | -9.10 | 2.61 | 6.01 | 9.57 | 1.78 | 1.60 | 1.58 | 2.70 | |
10-year Treasury |
1 | 0 | 100 | 0 | -15.19 | -0.32 | 0.58 | 5.01 | -0.15 | Jan 27 2023 | 3.38 | -1.49 | 9.09 | 6.70 | 6.04 | 6.71 | -1.67 | -0.05 | 0.10 | 0.75 | -16.91 | -21.22 | -21.22 | -21.22 | -0.90 | -0.02 | 0.03 | 0.24 | -15.19 | -3.33 | 10.01 | 8.03 | 1.61 | 0.80 | 1.18 | 2.22 | |
Total Bond Developed World ex-US |
1 | 0 | 100 | 0 | -12.76 | -0.21 | 1.47 | 4.95 | -0.21 | Jan 27 2023 | 2.49 | -2.75 | 7.18 | 4.76 | 3.98 | 4.53 | -1.78 | -0.04 | 0.37 | 1.09 | -12.90 | -14.88 | -14.88 | -14.88 | -0.99 | -0.01 | 0.10 | 0.33 | -12.76 | -2.28 | 4.65 | 7.87 | 1.31 | 3.55 | 1.16 | 3.58 | |
Sheltered Sam 10/90 Bill Bernstein |
12 | 9.7 | 90 | 0.3 | -8.07 | 1.64 | 1.61 | 4.69 | -0.07 | Jan 27 2023 | 1.97 | -0.78 | 5.94 | 3.69 | 3.05 | 3.37 | -1.36 | 0.44 | 0.53 | 1.39 | -9.93 | -9.93 | -9.93 | -9.93 | -0.81 | 0.17 | 0.16 | 0.47 | -8.07 | 3.98 | 6.33 | 7.34 | 2.99 | 1.97 | 1.19 | 2.14 | |
Conservative Income Charles Schwab |
6 | 5 | 95 | 0 | -9.97 | 1.02 | 1.41 | 4.49 | -0.06 | Jan 27 2023 | 2.62 | -0.91 | 6.47 | 4.31 | 3.63 | 3.52 | -1.54 | 0.24 | 0.39 | 1.27 | -11.50 | -11.50 | -11.50 | -11.50 | -0.87 | 0.09 | 0.12 | 0.39 | -9.97 | 2.43 | 5.45 | 8.37 | 2.82 | 2.26 | 1.91 | 2.80 | |
Total Bond US |
1 | 0 | 100 | 0 | -13.11 | -0.03 | 1.00 | 4.37 | -0.11 | Jan 27 2023 | 3.13 | -0.81 | 7.95 | 5.24 | 4.30 | 4.02 | -1.65 | -0.01 | 0.23 | 1.09 | -15.51 | -17.28 | -17.28 | -17.28 | -0.85 | 0.00 | 0.06 | 0.25 | -13.11 | -1.86 | 7.71 | 8.83 | 2.23 | 2.06 | 2.53 | 2.91 | |
Robo Advisor 10 Betterment |
12 | 9.9 | 90.1 | 0 | -6.66 | 1.01 | 1.46 | 4.24 | -0.03 | Jan 27 2023 | 1.82 | -0.49 | 4.46 | 2.82 | 2.26 | 2.51 | -1.49 | 0.36 | 0.65 | 1.69 | -8.39 | -8.91 | -8.91 | -8.91 | -0.79 | 0.11 | 0.16 | 0.48 | -6.66 | 0.88 | 4.71 | 6.61 | 1.52 | 1.05 | 1.36 | 2.45 | |
Sheltered Sam 0/100 Bill Bernstein |
2 | 0 | 100 | 0 | -7.57 | 1.10 | 0.71 | 4.05 | -0.09 | Jan 27 2023 | 1.43 | -0.43 | 4.80 | 2.99 | 2.60 | 3.21 | -1.58 | 0.37 | 0.27 | 1.26 | -8.61 | -8.61 | -8.61 | -8.61 | -0.88 | 0.13 | 0.08 | 0.47 | -7.57 | 1.84 | 6.16 | 5.37 | 3.10 | 1.92 | 1.09 | 2.05 | |
Robo Advisor 0 Betterment |
2 | 0 | 100 | 0 | -4.20 | 0.66 | 0.60 | 3.20 | -0.01 | Jan 27 2023 | 0.78 | 0.10 | 2.51 | 1.68 | 1.32 | 1.81 | -1.67 | 0.39 | 0.46 | 1.77 | -5.09 | -5.86 | -5.86 | -5.86 | -0.83 | 0.11 | 0.10 | 0.55 | -4.20 | -0.79 | 3.37 | 3.70 | 1.27 | 0.49 | 1.14 | 2.21 | |
Short Term Treasury |
1 | 0 | 100 | 0 | -3.88 | 0.62 | 0.53 | 3.10 | 0.00 | Jan 27 2023 | 0.69 | 0.12 | 2.25 | 1.57 | 1.22 | 1.80 | -1.73 | 0.39 | 0.43 | 1.72 | -4.65 | -5.36 | -5.36 | -5.36 | -0.83 | 0.12 | 0.10 | 0.58 | -3.88 | -0.72 | 3.03 | 3.38 | 1.24 | 0.26 | 0.96 | 2.17 |
Returns and KPIs are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Dec 2022.
Current inflation (annualized) is
1Y: 6.45%
, 5Y: 3.78%
, 10Y: 2.60%
, 30Y: 2.49%
Portfolio returns are updated to 31 December 2022.
Portfolio returns are updated to 31 December 2022.
Live Jan 2023 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 December 2022.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 December 2022.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 December 2022.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 December 2022.
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Dec 2022.
2022: 6.45%, 2021: 7.04%, 2020: 1.36%, 2019: 2.29%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Dec 31, 2022 |
Chg (%) |
Return (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
YTD(%) |
Yearly Returns (%) |
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Portfolio | #ETF | Stocks | Bonds | Comm | 1Y | 3Y | 5Y ▾ | Daily | Time(ET) | Jan 2023 | Dec 2022 | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 2022 | 2021 | 2020 | 2019 | 2022 | 2021 | 2020 | 2019 | |
Cape US Sector Value Robert Shiller |
1 | 100 | 0 | 0 | -15.62 | 8.81 | 10.51 | 0.88 | Jan 27 2023 | 9.47 | -7.28 | 23.25 | 21.37 | 19.03 | -0.67 | 0.41 | 0.55 | -20.07 | -21.00 | -21.00 | -0.78 | 0.42 | 0.50 | -15.62 | 27.80 | 19.47 | 32.61 | 0.44 | 0.00 | 0.00 | 0.00 | |
US Stocks Equal Weight |
1 | 100 | 0 | 0 | -11.62 | 8.83 | 8.90 | 0.19 | Jan 27 2023 | 6.76 | -4.69 | 21.92 | 22.82 | 20.12 | -0.53 | 0.39 | 0.44 | -20.69 | -26.65 | -26.65 | -0.56 | 0.33 | 0.33 | -11.62 | 29.41 | 12.71 | 28.91 | 1.59 | 1.64 | 1.83 | 2.16 | |
Stocks/Bonds 60/40 with Bitcoin |
3 | 59 | 39 | 2 | -17.90 | 4.87 | 6.32 | 0.24 |
09:57AM Jan 29 2023 |
5.99 | -3.81 | 15.58 | 15.00 | 12.89 | -1.15 | 0.32 | 0.49 | -21.45 | -21.45 | -21.45 | -0.83 | 0.23 | 0.29 | -17.90 | 15.60 | 21.52 | 23.43 | 1.65 | 1.69 | 2.00 | 2.49 | |
US Stocks ESG |
1 | 100 | 0 | 0 | -24.04 | 6.40 | 6.26 | 0.50 | Jan 27 2023 | 7.62 | -6.46 | 22.29 | 21.57 | 19.07 | -1.08 | 0.30 | 0.33 | -27.79 | -27.79 | -27.79 | -0.87 | 0.23 | 0.23 | -24.04 | 26.20 | 25.67 | 33.37 | 1.07 | 0.85 | 1.38 | 1.68 | |
Stocks/Bonds 60/40 2x Leveraged |
2 | 60 | 40 | 0 | -35.46 | 1.15 | 6.15 | 0.05 | Jan 27 2023 | 9.56 | -8.36 | 30.05 | 25.58 | 22.57 | -1.18 | 0.04 | 0.27 | -39.53 | -39.53 | -39.53 | -0.90 | 0.03 | 0.16 | -35.46 | 33.12 | 20.45 | 43.41 | 0.31 | 0.18 | 0.40 | 1.13 | |
Golden Butterfly with Bitcoin |
6 | 40 | 40 | 20 | -14.60 | 4.13 | 5.01 | 0.18 |
09:57AM Jan 29 2023 |
6.76 | -2.39 | 12.18 | 11.42 | 9.89 | -1.20 | 0.36 | 0.51 | -18.74 | -18.74 | -18.74 | -0.78 | 0.22 | 0.27 | -14.60 | 10.61 | 19.54 | 19.56 | 1.13 | 1.03 | 1.09 | 1.81 | |
Permanent Portfolio with Bitcoin Harry Browne |
5 | 25 | 50 | 25 | -13.79 | 3.44 | 4.76 | 0.05 |
09:57AM Jan 29 2023 |
5.66 | -1.14 | 9.58 | 9.40 | 8.14 | -1.44 | 0.37 | 0.58 | -16.88 | -16.88 | -16.88 | -0.82 | 0.20 | 0.28 | -13.79 | 5.47 | 21.71 | 17.70 | 1.13 | 0.73 | 0.94 | 1.73 | |
Stocks/Bonds 40/60 with Bitcoin |
3 | 39 | 59 | 2 | -16.62 | 2.95 | 4.62 | 0.14 |
09:57AM Jan 29 2023 |
5.28 | -2.79 | 12.54 | 11.69 | 9.88 | -1.33 | 0.25 | 0.47 | -19.39 | -19.39 | -19.39 | -0.86 | 0.15 | 0.24 | -16.62 | 10.09 | 18.86 | 19.07 | 1.83 | 1.80 | 2.16 | 2.61 | |
Desert Portfolio with Bitcoin Gyroscopic Investing |
4 | 30 | 60 | 10 | -12.90 | 3.40 | 4.59 | 0.10 |
09:57AM Jan 29 2023 |
4.46 | -1.81 | 9.49 | 8.67 | 7.40 | -1.36 | 0.39 | 0.62 | -15.68 | -15.73 | -15.73 | -0.82 | 0.22 | 0.29 | -12.90 | 7.03 | 18.57 | 15.94 | 1.14 | 0.88 | 1.23 | 1.95 | |
Stocks/Bonds 60/40 ESG |
2 | 60 | 40 | 0 | -19.58 | 2.99 | 4.09 | 0.26 | Jan 27 2023 | 5.76 | -4.03 | 15.36 | 13.92 | 12.13 | -1.27 | 0.21 | 0.34 | -22.44 | -22.44 | -22.44 | -0.87 | 0.13 | 0.18 | -19.58 | 14.84 | 18.27 | 23.31 | 1.62 | 1.30 | 1.76 | 2.14 | |
All Weather Portfolio with Bitcoin Ray Dalio |
6 | 30 | 55 | 15 | -19.54 | 1.91 | 3.90 | -0.04 |
09:57AM Jan 29 2023 |
6.36 | -2.77 | 12.23 | 10.93 | 9.44 | -1.60 | 0.17 | 0.41 | -21.44 | -21.57 | -21.57 | -0.91 | 0.09 | 0.18 | -19.54 | 8.91 | 20.78 | 19.77 | 1.31 | 1.13 | 1.40 | 2.03 | |
All Weather Portfolio 2x Leveraged Ray Dalio |
5 | 37.5 | 55 | 7.5 | -29.60 | 0.29 | 3.83 | -0.46 | Jan 27 2023 | 11.49 | -6.84 | 29.37 | 21.79 | 18.97 | -1.01 | 0.01 | 0.20 | -36.33 | -36.33 | -36.33 | -0.81 | 0.01 | 0.11 | -29.60 | 19.72 | 19.68 | 34.09 | 0.42 | 0.32 | 0.37 | 1.45 | |
Simplified Permanent Portfolio 2x Leveraged |
3 | 25 | 50 | 25 | -26.74 | -0.45 | 3.81 | -0.26 | Jan 27 2023 | 8.76 | -2.86 | 20.17 | 17.07 | 14.78 | -1.33 | -0.03 | 0.26 | -31.96 | -31.96 | -31.96 | -0.84 | -0.01 | 0.12 | -26.74 | 8.10 | 24.56 | 30.31 | 0.24 | 0.14 | 0.38 | 1.00 | |
Talmud Portfolio 2x Leveraged Roger Gibson |
3 | 66.7 | 33.3 | 0 | -39.60 | -2.66 | 3.79 | 0.63 | Jan 27 2023 | 12.06 | -8.25 | 31.26 | 28.49 | 24.56 | -1.27 | -0.09 | 0.15 | -42.70 | -42.70 | -42.70 | -0.93 | -0.06 | 0.09 | -39.60 | 46.68 | 4.10 | 44.89 | 0.42 | 0.24 | 0.51 | 1.38 | |
Golden Butterfly 2x Leveraged |
4 | 40 | 40 | 20 | -28.62 | -0.17 | 3.61 | -0.05 | Jan 27 2023 | 10.13 | -4.98 | 23.84 | 19.62 | 17.55 | -1.20 | -0.01 | 0.21 | -34.50 | -34.50 | -34.50 | -0.83 | 0.00 | 0.10 | -28.62 | 16.84 | 19.29 | 32.73 | 0.25 | 0.11 | 0.31 | 0.90 | |
Stocks/Bonds 40/60 2x Leveraged |
2 | 40 | 60 | 0 | -33.70 | -1.71 | 3.44 | -0.14 | Jan 27 2023 | 8.41 | -6.66 | 24.66 | 19.32 | 16.71 | -1.37 | -0.09 | 0.21 | -36.46 | -36.46 | -36.46 | -0.92 | -0.05 | 0.09 | -33.70 | 19.46 | 19.91 | 33.39 | 0.32 | 0.18 | 0.47 | 1.28 | |
Desert Portfolio 2x Leveraged Gyroscopic Investing |
3 | 30 | 60 | 10 | -30.56 | -1.77 | 3.04 | -0.23 | Jan 27 2023 | 8.32 | -4.76 | 21.57 | 17.00 | 14.62 | -1.42 | -0.10 | 0.21 | -34.04 | -34.04 | -34.04 | -0.90 | -0.05 | 0.09 | -30.56 | 12.18 | 21.66 | 30.15 | 0.29 | 0.17 | 0.45 | 1.20 | |
Developed World ex-US Stocks Momentum |
1 | 100 | 0 | 0 | -16.80 | 2.71 | 2.94 | -0.28 | Jan 27 2023 | 5.32 | -1.56 | 20.80 | 18.09 | 16.14 | -0.81 | 0.15 | 0.18 | -28.32 | -28.57 | -28.57 | -0.59 | 0.09 | 0.10 | -16.80 | 6.60 | 22.16 | 24.51 | 2.19 | 5.51 | 1.17 | 2.61 | |
Stocks/Bonds 40/60 ESG |
2 | 40 | 60 | 0 | -17.35 | 1.11 | 2.80 | 0.15 | Jan 27 2023 | 4.83 | -2.87 | 12.36 | 10.48 | 8.99 | -1.40 | 0.11 | 0.31 | -19.76 | -19.76 | -19.76 | -0.88 | 0.06 | 0.14 | -17.35 | 9.16 | 14.57 | 18.28 | 1.89 | 1.53 | 1.96 | 2.38 | |
Ark Tech Portfolio Cathie Wood |
4 | 100 | 0 | 0 | -58.78 | -5.54 | 2.63 | 4.15 | Jan 27 2023 | 24.69 | -13.36 | 32.08 | 38.37 | 34.53 | -1.83 | -0.14 | 0.08 | -58.78 | -69.47 | -69.47 | -1.00 | -0.08 | 0.04 | -58.78 | -18.06 | 149.52 | 35.21 | 0.00 | 1.03 | 2.88 | 1.23 | |
Developed World ex-US 60/40 Momentum |
2 | 60 | 40 | 0 | -15.18 | 0.22 | 1.88 | -0.25 | Jan 27 2023 | 4.19 | -2.05 | 14.37 | 12.12 | 10.56 | -1.06 | 0.02 | 0.18 | -22.15 | -22.23 | -22.23 | -0.69 | 0.01 | 0.08 | -15.18 | 3.05 | 15.15 | 17.85 | 1.84 | 4.73 | 1.17 | 3.00 | |
Developed World ex-US 40/60 Momentum |
2 | 40 | 60 | 0 | -14.37 | -1.07 | 1.25 | -0.23 | Jan 27 2023 | 3.62 | -2.29 | 11.53 | 9.40 | 8.03 | -1.25 | -0.11 | 0.16 | -19.07 | -19.40 | -19.40 | -0.75 | -0.06 | 0.06 | -14.37 | 1.27 | 11.65 | 14.52 | 1.66 | 4.33 | 1.16 | 3.19 |
Returns and KPIs are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends