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 30 June 2022
Live Update at Jul 05 2022, 02:00PM Eastern Time
Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Portfolio returns are updated to 30 June 2022.
Live Jul 2022 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
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 30 June 2022.

The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 June 2022.

Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. 2022: 4.05%, 2021: 7.10%, 2020: 1.28%, 2019: 2.26%
For further details about Dividends, click here.
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% Allocation
Ann. Return (%) - Jun 30, 2022
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
YTD(%)
Yearly Returns (%)
Portfolio #ETF Stocks Bonds Comm 1Y 5Y 10Y 30Y Daily Time(ET) Jul 2022 Jun 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 -20.48 16.08 17.00 13.42 0.55 01:59PM
Jul 05 2022
1.22 -8.91 21.83 19.64 16.41 23.63 -0.94 0.82 1.04 0.57 -29.33 -29.33 -29.33 -81.08 -0.70 0.55 0.58 0.17 -29.33 27.42 48.40 38.96 0.24 0.54 0.64 1.03
US Stocks
1 100 0 0 -14.17 10.53 12.52 9.81 -0.84 01:59PM
Jul 05 2022
0.21 -8.23 16.77 17.30 14.08 15.02 -0.84 0.61 0.89 0.65 -21.32 -21.32 -21.32 -50.84 -0.66 0.49 0.59 0.19 -21.32 25.67 21.03 30.67 0.60 1.51 1.71 2.29
Warren Buffett Portfolio
Warren Buffett
2 90 10 0 -11.72 10.24 11.71 9.38 -0.76 01:59PM
Jul 05 2022
0.23 -7.40 15.79 15.28 12.40 13.19 -0.74 0.67 0.94 0.71 -19.61 -19.61 -19.61 -45.52 -0.60 0.52 0.60 0.21 -19.61 24.59 19.19 28.46 0.57 1.38 1.67 2.33
Aggressive Global Income
4 80 20 0 -7.00 4.21 6.59 9.37 -1.91 02:00PM
Jul 05 2022
-0.99 -7.36 11.48 13.70 11.61 13.98 -0.61 0.31 0.57 0.67 -10.76 -23.84 -23.84 -52.63 -0.65 0.18 0.28 0.18 -10.76 17.07 -1.13 19.97 1.52 3.67 3.52 4.21
Stocks/Bonds 80/20
2 80 20 0 -13.08 8.77 10.43 9.06 -0.62 02:00PM
Jul 05 2022
0.38 -6.85 14.14 14.07 11.41 12.01 -0.93 0.62 0.91 0.75 -19.13 -19.13 -19.13 -41.09 -0.68 0.46 0.55 0.22 -19.13 20.16 18.36 26.30 0.66 1.62 1.87 2.41
Simple Path to Wealth
JL Collins
2 75 25 0 -12.83 8.32 9.90 8.84 -0.56 02:00PM
Jul 05 2022
0.42 -6.51 13.48 13.28 10.76 11.28 -0.95 0.63 0.92 0.78 -18.58 -18.58 -18.58 -38.53 -0.69 0.45 0.53 0.23 -18.58 18.79 17.70 25.21 0.67 1.65 1.92 2.45
Mid-Fifties
Burton Malkiel
8 80 20 0 -13.92 5.83 7.54 8.74 -1.35 02:00PM
Jul 05 2022
-0.58 -6.55 12.65 13.22 10.95 12.58 -1.10 0.44 0.69 0.69 -18.04 -18.63 -18.63 -46.21 -0.77 0.31 0.40 0.19 -18.04 15.75 11.71 23.79 0.96 2.30 2.23 3.16
Ultimate Buy and Hold Strategy
Paul Merriman
10 100 0 0 -14.70 4.84 8.29 8.68 -2.20 02:00PM
Jul 05 2022
-1.61 -8.32 13.41 16.86 13.80 15.23 -1.10 0.29 0.60 0.57 -17.27 -27.54 -27.54 -57.21 -0.85 0.18 0.30 0.15 -17.27 19.37 6.40 23.62 1.24 2.79 2.06 3.37
Yale Endowment
David Swensen
6 70 30 0 -13.14 5.65 7.10 8.66 -0.90 02:00PM
Jul 05 2022
0.17 -6.29 12.69 11.32 9.57 10.41 -1.04 0.50 0.74 0.83 -18.84 -18.84 -18.84 -39.48 -0.70 0.30 0.38 0.22 -18.84 17.53 12.03 22.65 1.14 2.65 2.12 2.91
Late Thirties to Early Forties
Burton Malkiel
8 85 15 0 -14.42 6.06 7.80 8.64 -1.40 02:00PM
Jul 05 2022
-0.72 -6.73 12.77 13.74 11.41 13.21 -1.13 0.44 0.68 0.65 -18.21 -19.36 -19.36 -48.28 -0.79 0.31 0.40 0.18 -18.21 15.84 12.75 24.10 0.94 2.23 2.11 3.05
Late Sixties and Beyond
Burton Malkiel
8 71 29 0 -12.26 5.57 7.09 8.59 -1.22 02:00PM
Jul 05 2022
-0.38 -5.98 12.04 12.03 9.93 11.27 -1.02 0.46 0.71 0.76 -16.89 -16.89 -16.89 -41.80 -0.73 0.33 0.42 0.21 -16.89 15.40 10.03 22.55 0.92 2.25 2.27 3.19
Robo Advisor 100
Betterment
6 100 0 0 -14.85 6.44 8.97 8.58 -1.83 02:00PM
Jul 05 2022
-1.24 -8.12 13.60 16.29 13.49 15.40 -1.09 0.40 0.66 0.56 -17.83 -24.14 -24.14 -54.55 -0.83 0.27 0.37 0.16 -17.83 18.02 12.47 25.35 1.04 2.34 1.94 2.89
Talmud Portfolio
Roger Gibson
3 66.7 33.3 0 -10.13 6.11 7.45 8.56 -0.74 02:00PM
Jul 05 2022
0.46 -5.70 13.17 11.60 9.65 10.30 -0.77 0.53 0.77 0.83 -17.40 -17.40 -17.40 -40.17 -0.58 0.35 0.43 0.21 -17.40 21.44 8.02 22.79 0.83 2.37 2.63 3.16
Mid-Twenties
Burton Malkiel
8 87 13 0 -14.76 6.04 7.81 8.55 -1.42 02:00PM
Jul 05 2022
-0.77 -6.82 12.83 13.98 11.62 13.54 -1.15 0.43 0.67 0.63 -18.36 -19.79 -19.79 -49.50 -0.80 0.31 0.39 0.17 -18.36 15.90 12.95 24.15 0.94 2.22 2.07 3.04
Robo Advisor 90
Betterment
11 90.1 9.9 0 -14.64 6.04 8.39 8.49 -1.69 02:00PM
Jul 05 2022
-1.08 -7.64 12.63 15.00 12.39 14.05 -1.16 0.40 0.68 0.60 -17.20 -22.15 -22.15 -50.07 -0.85 0.27 0.38 0.17 -17.20 16.04 12.42 23.85 0.87 2.36 1.94 2.92
Edge Select Aggressive
Merrill Lynch
12 84 16 0 -14.95 7.26 8.83 8.48 -1.04 02:00PM
Jul 05 2022
-0.45 -6.77 12.54 13.86 11.49 12.83 -1.19 0.52 0.77 0.66 -18.39 -18.39 -18.39 -45.65 -0.81 0.39 0.48 0.19 -18.39 15.74 17.62 24.61 0.69 1.85 1.73 2.60
Robo Advisor 80
Betterment
10 80 20 0 -14.38 5.46 7.67 8.34 -1.52 02:00PM
Jul 05 2022
-0.88 -7.08 11.64 13.55 11.19 12.68 -1.24 0.40 0.69 0.66 -16.65 -19.91 -19.91 -45.47 -0.86 0.27 0.39 0.18 -16.65 13.94 11.77 22.23 0.90 2.47 1.97 2.99
Lazy Portfolio
David Swensen
6 70 30 0 -11.31 5.80 6.89 8.28 -1.06 02:00PM
Jul 05 2022
-0.06 -5.85 11.49 11.17 9.34 10.43 -0.98 0.52 0.74 0.79 -16.36 -16.36 -16.36 -40.89 -0.69 0.35 0.42 0.20 -16.36 17.34 10.56 21.27 1.08 2.51 2.03 2.85
Couch Potato
Scott Burns
2 50 50 0 -9.44 7.03 7.28 8.25 -0.48 01:59PM
Jul 05 2022
0.85 -5.56 10.43 9.72 7.92 8.33 -0.90 0.72 0.92 0.99 -15.18 -15.18 -15.18 -27.04 -0.62 0.46 0.48 0.31 -15.18 15.67 15.93 19.51 1.78 2.96 1.50 2.09
Second Grader's Starter
Paul Farrell
3 90 10 0 -14.83 7.40 9.34 8.25 -1.28 02:00PM
Jul 05 2022
-0.58 -7.38 13.69 14.78 12.18 13.42 -1.08 0.50 0.77 0.61 -19.04 -19.32 -19.32 -48.52 -0.78 0.38 0.48 0.17 -19.04 17.70 16.72 25.83 0.79 2.09 1.94 2.78
Robust
Alpha Architect
8 70 20 10 -8.42 6.33 7.04 8.23 -2.34 02:00PM
Jul 05 2022
-1.42 -7.46 12.27 12.98 10.46 10.98 -0.69 0.49 0.67 0.75 -12.65 -19.45 -19.45 -45.15 -0.67 0.33 0.36 0.18 -12.32 15.71 9.55 22.11 0.68 1.43 1.27 2.02
Family Taxable Portfolio
Ted Aronson
11 70 30 0 -15.77 4.99 6.99 8.22 -0.89 02:00PM
Jul 05 2022
-0.15 -6.56 10.79 11.98 9.95 11.18 -1.46 0.42 0.70 0.74 -17.76 -17.76 -17.76 -38.46 -0.89 0.28 0.39 0.21 -17.76 11.93 14.59 19.91 1.08 2.47 1.80 2.63
Core Four
Rick Ferri
4 80 20 0 -13.56 6.63 8.36 8.16 -1.13 02:00PM
Jul 05 2022
-0.33 -6.67 12.81 13.12 10.75 11.73 -1.06 0.51 0.78 0.70 -18.12 -18.12 -18.12 -44.44 -0.75 0.37 0.46 0.18 -18.12 17.18 13.93 24.04 0.81 2.20 2.14 2.91
Stocks/Bonds 60/40
2 60 40 0 -12.15 6.92 8.28 8.15 -0.40 02:00PM
Jul 05 2022
0.55 -5.51 11.53 10.95 8.83 9.15 -1.05 0.63 0.94 0.89 -16.93 -16.93 -16.93 -30.55 -0.72 0.41 0.49 0.27 -16.93 14.66 15.70 21.94 0.72 1.73 2.04 2.54
Edge Select Moderately Aggressive
Merrill Lynch
12 69 31 0 -14.12 6.33 7.74 8.03 -0.82 02:00PM
Jul 05 2022
-0.16 -6.01 11.15 11.78 9.75 10.70 -1.27 0.54 0.79 0.75 -17.18 -17.18 -17.18 -38.23 -0.82 0.37 0.45 0.21 -17.18 12.88 16.02 22.30 0.71 1.82 1.86 2.71
Jane Bryant Quinn Portfolio
Jane Bryant Quinn
5 70 30 0 -12.29 6.10 7.64 7.99 -1.07 02:00PM
Jul 05 2022
-0.11 -6.45 12.23 11.84 9.68 10.29 -1.00 0.51 0.79 0.78 -17.34 -17.34 -17.34 -39.55 -0.71 0.35 0.44 0.20 -17.34 16.85 12.52 22.28 1.05 2.50 2.13 2.84
Four Funds
Bogleheads
4 80 20 0 -13.95 6.70 8.30 7.96 -1.21 02:00PM
Jul 05 2022
-0.45 -6.84 12.38 13.23 10.93 12.02 -1.13 0.51 0.76 0.66 -17.81 -17.81 -17.81 -44.08 -0.78 0.38 0.47 0.18 -17.81 15.70 15.71 23.60 1.02 2.38 1.89 2.73
Gone Fishin' Portfolio
Alexander Green
10 65 30 5 -14.58 4.72 6.27 7.96 -1.26 02:00PM
Jul 05 2022
-0.60 -6.50 10.40 11.97 9.92 11.71 -1.40 0.39 0.63 0.68 -16.21 -17.18 -17.18 -43.02 -0.90 0.27 0.37 0.18 -16.21 11.58 12.37 19.76 1.09 2.60 2.16 2.90
Coffee House
Bill Schultheis
7 60 40 0 -11.04 4.93 6.82 7.96 -0.94 02:00PM
Jul 05 2022
-0.04 -5.53 9.99 10.73 8.71 9.19 -1.11 0.46 0.78 0.87 -14.33 -15.36 -15.36 -33.93 -0.77 0.32 0.44 0.23 -14.33 15.24 7.45 18.99 0.84 2.31 2.25 2.89
Golden Butterfly
5 40 40 20 -9.70 5.54 5.84 7.94 -0.64 02:00PM
Jul 05 2022
0.04 -4.08 8.30 8.02 6.95 7.23 -1.17 0.69 0.84 1.10 -12.39 -12.39 -12.39 -14.81 -0.78 0.45 0.47 0.54 -12.39 9.35 13.93 18.03 0.41 1.03 1.09 1.81
Three Funds
Bogleheads
3 80 20 0 -14.39 6.49 8.27 7.84 -1.17 02:00PM
Jul 05 2022
-0.49 -6.70 12.38 13.17 10.87 11.95 -1.16 0.49 0.76 0.66 -17.94 -17.94 -17.94 -43.68 -0.80 0.36 0.46 0.18 -17.94 14.95 15.39 23.65 0.81 2.15 2.02 2.84
Vanguard LifeStrategy Growth Fund
Vanguard
4 80 20 0 -14.46 6.35 8.19 7.79 -1.23 02:00PM
Jul 05 2022
-0.58 -6.69 12.20 13.11 10.85 11.99 -1.19 0.48 0.75 0.65 -17.83 -17.83 -17.83 -44.18 -0.81 0.36 0.46 0.18 -17.83 14.57 15.01 23.41 0.79 2.27 1.95 2.91
Pinwheel
8 65 25 10 -10.42 5.04 5.92 7.74 -1.35 02:00PM
Jul 05 2022
-0.73 -5.18 9.71 10.48 8.79 10.13 -1.07 0.48 0.67 0.76 -13.42 -14.99 -14.99 -36.89 -0.78 0.34 0.39 0.21 -13.42 13.53 9.12 19.31 0.71 1.79 1.62 2.58
No Brainer Portfolio
Bill Bernstein
4 75 25 0 -12.65 5.82 7.76 7.73 -1.18 01:59PM
Jul 05 2022
-0.61 -6.10 10.70 12.76 10.50 11.37 -1.18 0.46 0.74 0.68 -15.19 -18.24 -18.24 -40.40 -0.83 0.32 0.43 0.19 -15.19 15.39 11.61 19.82 0.59 1.74 1.53 2.49
Robo Advisor 50
Betterment
10 49.9 50.1 0 -13.44 3.62 5.43 7.71 -1.01 02:00PM
Jul 05 2022
-0.26 -5.37 8.79 9.46 7.84 8.95 -1.53 0.38 0.69 0.86 -14.95 -14.95 -14.95 -30.72 -0.90 0.24 0.36 0.25 -14.95 7.95 9.50 17.41 1.08 2.80 2.06 3.20
Five Asset
Roger Gibson
6 60 20 20 -2.13 7.44 6.24 7.69 -2.44 02:00PM
Jul 05 2022
-1.64 -6.57 11.59 12.05 9.88 10.94 -0.18 0.62 0.63 0.70 -8.71 -19.30 -19.30 -44.75 -0.24 0.39 0.32 0.17 -8.25 22.77 5.29 20.35 0.69 2.16 1.93 3.02
Marc Faber Portfolio
Marc Faber
6 50 25 25 -7.53 5.75 5.20 7.67 -1.33 02:00PM
Jul 05 2022
-0.58 -4.53 10.70 9.53 8.46 9.23 -0.70 0.60 0.61 0.83 -13.08 -13.08 -13.08 -28.82 -0.58 0.44 0.40 0.27 -13.08 12.98 11.15 20.49 0.67 1.94 2.02 2.52
All Weather Portfolio
Ray Dalio
5 30 55 15 -9.36 5.36 5.04 7.67 -0.30 02:00PM
Jul 05 2022
0.64 -3.99 9.11 7.45 6.57 6.83 -1.03 0.72 0.77 1.12 -13.67 -13.67 -13.67 -13.67 -0.68 0.39 0.37 0.56 -13.67 8.08 14.68 18.22 0.50 1.13 1.40 2.03
Perfect Portfolio
Ben Stein
7 80 20 0 -9.93 6.40 7.57 7.65 -1.48 02:00PM
Jul 05 2022
-0.96 -6.86 11.61 12.93 10.68 12.02 -0.85 0.50 0.71 0.64 -13.65 -18.62 -18.62 -44.81 -0.73 0.34 0.41 0.17 -13.65 16.52 10.46 21.12 0.73 1.92 1.69 2.89
Dimensional 2030 Retirement Income
DFA
8 55.9 44.1 0 -11.26 5.68 6.43 7.64 -0.88 02:00PM
Jul 05 2022
0.06 -5.56 9.67 9.72 8.08 8.86 -1.16 0.58 0.80 0.86 -15.03 -15.03 -15.03 -31.78 -0.75 0.38 0.43 0.24 -15.03 12.36 13.87 18.74 1.43 2.87 1.63 2.52
Coward's Portfolio
Bill Bernstein
10 60 40 0 -10.54 4.97 6.65 7.60 -1.02 02:00PM
Jul 05 2022
-0.31 -5.38 9.31 10.40 8.49 9.11 -1.13 0.48 0.78 0.83 -13.12 -15.13 -15.13 -33.85 -0.80 0.33 0.44 0.22 -13.12 13.47 8.12 18.34 0.67 1.73 1.81 2.75
Margaritaville
Scott Burns
3 67 33 0 -12.53 5.75 6.71 7.53 -1.21 01:59PM
Jul 05 2022
-0.33 -6.28 10.55 11.23 9.43 10.46 -1.19 0.51 0.71 0.72 -15.97 -15.97 -15.97 -38.70 -0.78 0.36 0.42 0.19 -15.97 13.33 14.40 20.39 1.55 3.04 1.73 2.62
Sandwich Portfolio
Bob Clyatt
8 55 45 0 -12.04 4.30 5.80 7.50 -0.82 02:00PM
Jul 05 2022
-0.14 -4.62 8.50 8.69 7.21 7.95 -1.42 0.50 0.80 0.94 -14.12 -14.12 -14.12 -28.96 -0.85 0.30 0.41 0.26 -14.12 9.88 10.59 16.81 0.62 1.55 1.53 2.61
Edge Select Moderate
Merrill Lynch
12 53 47 0 -13.29 5.15 6.44 7.47 -0.60 02:00PM
Jul 05 2022
0.13 -5.13 9.50 9.58 7.90 8.50 -1.40 0.54 0.81 0.88 -15.67 -15.67 -15.67 -29.58 -0.85 0.33 0.41 0.25 -15.67 9.66 13.88 19.44 0.71 1.77 1.93 2.80
Simple Money Portfolio
Tim Maurer
7 60 40 0 -11.64 3.53 5.91 7.45 -1.38 02:00PM
Jul 05 2022
-0.70 -5.73 8.86 9.95 8.25 8.70 -1.31 0.35 0.72 0.86 -12.86 -14.55 -14.55 -32.39 -0.90 0.24 0.41 0.23 -12.84 10.46 6.87 16.14 0.98 1.99 1.57 2.95
Ultimate Buy&Hold
FundAdvice
12 60 40 0 -10.88 3.56 5.55 7.43 -1.28 02:00PM
Jul 05 2022
-0.57 -5.24 8.55 9.73 8.11 8.92 -1.27 0.37 0.68 0.83 -12.58 -15.07 -15.07 -34.23 -0.86 0.24 0.37 0.22 -12.58 11.49 5.84 16.24 1.13 2.22 1.73 2.84
Dynamic 60/40 Income
5 60 40 0 -9.55 4.32 5.83 7.32 -0.75 02:00PM
Jul 05 2022
0.22 -5.55 10.60 9.80 7.90 8.95 -0.90 0.44 0.74 0.82 -14.74 -14.74 -14.74 -41.44 -0.65 0.29 0.40 0.18 -14.74 15.27 6.26 18.59 1.05 2.81 3.17 4.05
GAA Global Asset Allocation
Mebane Faber
10 40.5 49.5 10 -11.04 4.56 5.06 7.28 -0.97 02:00PM
Jul 05 2022
-0.14 -5.04 9.16 8.45 7.14 7.55 -1.21 0.54 0.71 0.97 -14.15 -14.15 -14.15 -24.91 -0.78 0.32 0.36 0.29 -14.15 8.69 11.18 19.10 0.74 2.20 1.86 2.90
Big Rocks Portfolio
Larry Swedroe
11 60 40 0 -8.91 4.36 6.16 7.28 -1.17 02:00PM
Jul 05 2022
-0.57 -5.09 8.52 10.03 8.23 8.82 -1.05 0.43 0.75 0.82 -11.17 -15.63 -15.63 -33.80 -0.80 0.28 0.39 0.22 -11.17 13.59 5.25 15.98 0.73 1.65 1.57 2.72
Vanguard LifeStrategy Moderate Growth
Vanguard
4 60 40 0 -13.28 5.09 6.66 7.26 -0.88 02:00PM
Jul 05 2022
-0.21 -5.41 9.96 10.18 8.40 9.12 -1.33 0.50 0.79 0.80 -15.92 -15.92 -15.92 -33.52 -0.83 0.32 0.42 0.22 -15.92 10.43 12.96 19.70 0.78 2.33 1.99 2.96
Ivy Portfolio
Mebane Faber
5 60 20 20 -1.04 7.06 5.66 7.24 -2.43 02:00PM
Jul 05 2022
-1.48 -6.66 11.80 12.87 10.44 11.24 -0.09 0.55 0.54 0.64 -8.60 -21.77 -21.77 -47.39 -0.12 0.32 0.26 0.15 -6.91 22.27 2.25 21.16 0.72 2.07 2.02 2.63
Dynamic 40/60 Income
5 40 60 0 -12.54 2.75 4.56 7.21 -0.61 02:00PM
Jul 05 2022
0.29 -5.30 8.77 8.54 6.74 7.79 -1.43 0.32 0.68 0.92 -14.69 -14.69 -14.69 -29.84 -0.85 0.19 0.31 0.24 -14.69 6.72 8.28 15.91 1.19 2.85 3.24 4.21
7Twelve Portfolio
Craig Israelsen
9 50 33.3 16.7 -2.43 5.96 4.91 7.13 -1.95 02:00PM
Jul 05 2022
-1.17 -5.51 9.23 10.64 8.69 9.52 -0.26 0.56 0.56 0.75 -6.76 -17.90 -17.90 -37.96 -0.36 0.33 0.27 0.19 -5.81 16.41 3.64 17.04 0.52 1.33 1.34 2.13
Ideal Index
Frank Armstrong
7 70 30 0 -10.63 4.59 6.34 7.11 -1.41 02:00PM
Jul 05 2022
-0.88 -5.62 9.63 11.19 9.26 10.36 -1.10 0.41 0.68 0.69 -12.94 -17.16 -17.16 -40.11 -0.82 0.27 0.37 0.18 -12.94 13.98 6.95 17.96 0.71 1.94 1.75 2.83
Simplified Permanent Portfolio
3 25 50 25 -7.95 5.13 4.30 7.11 -0.47 02:00PM
Jul 05 2022
0.31 -2.78 7.48 6.47 6.16 6.51 -1.06 0.79 0.70 1.09 -10.97 -10.97 -10.97 -13.28 -0.72 0.47 0.39 0.54 -10.97 3.72 16.46 16.15 0.41 0.78 1.02 1.68
Stocks/Bonds 40/60
2 40 60 0 -11.38 4.99 6.06 7.10 -0.18 02:00PM
Jul 05 2022
0.72 -4.19 8.99 8.00 6.43 6.51 -1.27 0.62 0.94 1.09 -14.74 -14.74 -14.74 -19.17 -0.77 0.34 0.41 0.37 -14.74 9.15 13.04 17.57 0.77 1.84 2.20 2.66
Rob Arnott Portfolio
Rob Arnott
8 30 60 10 -7.44 4.60 4.43 7.04 -1.09 02:00PM
Jul 05 2022
-0.12 -4.74 8.13 7.36 6.32 6.76 -0.92 0.63 0.70 1.04 -11.39 -11.39 -11.39 -24.27 -0.65 0.40 0.39 0.29 -11.39 11.04 7.98 16.67 0.90 2.57 1.88 3.13
High Yield Bonds Income
4 0 100 0 -17.31 0.50 2.73 6.91 -0.44 02:00PM
Jul 05 2022
0.69 -6.40 9.03 9.08 7.61 8.43 -1.92 0.05 0.36 0.82 -18.26 -18.26 -18.26 -23.97 -0.95 0.03 0.15 0.29 -17.78 0.88 7.08 16.98 1.67 3.76 4.38 5.32
Edge Select Moderately Conservative
Merrill Lynch
12 37 63 0 -12.18 4.00 5.16 6.81 -0.39 02:00PM
Jul 05 2022
0.37 -4.21 7.82 7.33 6.06 6.39 -1.56 0.55 0.85 1.07 -13.99 -13.99 -13.99 -20.48 -0.87 0.29 0.37 0.33 -13.99 6.44 11.65 16.41 0.69 1.84 1.95 2.92
Desert Portfolio
Gyroscopic Investing
3 30 60 10 -8.22 4.67 4.74 6.80 -0.36 02:00PM
Jul 05 2022
0.44 -2.92 6.49 5.57 4.76 5.18 -1.27 0.84 1.00 1.31 -10.69 -10.69 -10.69 -10.69 -0.77 0.44 0.44 0.64 -10.69 5.76 12.96 14.41 0.39 0.88 1.23 1.95
Paul Boyer Portfolio
Paul Boyer
5 25 50 25 -10.70 3.55 2.94 6.76 -0.53 02:00PM
Jul 05 2022
-0.17 -2.51 6.05 6.57 6.46 7.17 -1.77 0.54 0.46 0.94 -11.25 -11.30 -11.30 -13.66 -0.95 0.31 0.26 0.49 -11.10 0.51 15.04 13.97 0.37 0.90 1.04 1.80
Lifepath Fund
iShares
6 40.4 59.6 0 -11.52 4.13 5.13 6.73 -0.49 02:00PM
Jul 05 2022
0.34 -4.31 8.24 7.64 6.25 6.56 -1.40 0.54 0.82 1.03 -14.06 -14.06 -14.06 -21.23 -0.82 0.29 0.36 0.32 -14.06 8.05 11.47 16.20 1.02 2.31 2.15 2.76
Permanent Portfolio
Harry Browne
4 25 50 25 -7.43 5.19 4.32 6.64 -0.37 02:00PM
Jul 05 2022
0.13 -2.62 7.70 6.74 6.33 6.22 -0.96 0.77 0.68 1.07 -11.14 -11.14 -11.14 -12.63 -0.67 0.47 0.39 0.53 -11.14 4.21 16.10 16.17 0.33 0.73 0.94 1.73
Vanguard LifeStrategy Conservative Growth
Vanguard
4 40 60 0 -12.19 3.75 5.06 6.59 -0.54 02:00PM
Jul 05 2022
0.16 -4.14 7.81 7.42 6.12 6.47 -1.56 0.51 0.83 1.02 -14.02 -14.02 -14.02 -21.90 -0.87 0.27 0.36 0.30 -14.02 6.29 10.90 15.98 0.76 2.39 2.03 3.01
Larry Portfolio
Larry Swedroe
4 30 70 0 -10.92 1.95 3.29 6.57 -0.46 02:00PM
Jul 05 2022
0.26 -2.80 4.82 5.11 4.44 5.29 -2.27 0.38 0.74 1.24 -10.92 -11.14 -11.14 -11.47 -1.00 0.17 0.30 0.57 -9.65 3.41 6.44 10.64 0.57 1.20 1.29 2.32
European Stocks
1 100 0 0 -18.43 2.45 5.80 6.55 -3.69 02:00PM
Jul 05 2022
-3.62 -9.93 16.32 17.72 15.43 17.44 -1.13 0.14 0.38 0.38 -21.34 -25.65 -25.65 -59.77 -0.86 0.10 0.23 0.11 -20.89 16.88 6.11 24.86 1.74 3.49 2.85 3.99
All Country World 80/20
4 80 20 0 -14.92 5.92 7.68 6.55 -1.29 02:00PM
Jul 05 2022
-0.63 -6.94 12.45 13.35 11.08 12.38 -1.20 0.44 0.69 0.53 -18.17 -18.17 -18.17 -47.32 -0.82 0.33 0.42 0.14 -18.17 14.21 14.55 23.35 0.80 2.27 1.98 3.01
Andrew Tobias Portfolio
Andrew Tobias
3 66.7 33.3 0 -11.26 4.88 6.45 6.55 -1.25 01:59PM
Jul 05 2022
-0.72 -5.66 10.09 10.47 8.78 9.67 -1.12 0.47 0.73 0.68 -14.36 -14.36 -14.36 -36.42 -0.78 0.34 0.45 0.18 -14.36 12.14 10.55 18.69 0.91 1.80 1.64 2.72
All Country World 60/40
4 60 40 0 -14.03 4.69 6.29 6.54 -0.98 02:00PM
Jul 05 2022
-0.28 -5.76 10.33 10.62 8.79 9.69 -1.36 0.44 0.72 0.68 -16.54 -16.54 -16.54 -36.70 -0.85 0.28 0.38 0.18 -16.54 10.14 12.48 19.89 0.81 2.41 2.05 3.13
All Country World Stocks
1 100 0 0 -15.87 7.09 9.01 6.39 -1.60 01:59PM
Jul 05 2022
-0.98 -8.14 14.59 16.19 13.47 15.25 -1.09 0.44 0.67 0.42 -19.80 -22.15 -22.15 -57.06 -0.80 0.32 0.41 0.11 -19.80 18.27 16.61 26.82 0.80 2.13 1.91 2.90
All Country World 40/60
4 40 60 0 -13.22 3.38 4.85 6.39 -0.66 02:00PM
Jul 05 2022
0.08 -4.59 8.28 8.05 6.66 7.24 -1.60 0.42 0.73 0.88 -14.92 -14.92 -14.92 -25.16 -0.89 0.23 0.33 0.25 -14.92 6.07 10.42 16.42 0.81 2.55 2.13 3.24
All Country World 20/80
4 20 80 0 -12.49 2.00 3.35 6.10 -0.35 02:00PM
Jul 05 2022
0.43 -3.45 6.39 5.85 4.89 5.26 -1.95 0.34 0.68 1.16 -13.77 -13.77 -13.77 -14.04 -0.91 0.14 0.24 0.43 -13.29 2.00 8.36 12.96 0.82 2.69 2.20 3.36
Emerging Markets Stocks
1 100 0 0 -25.55 1.56 2.33 6.09 -1.73 02:00PM
Jul 05 2022
-2.34 -5.14 10.27 17.08 15.85 22.99 -2.49 0.09 0.15 0.26 -25.55 -29.69 -30.19 -60.44 -1.00 0.05 0.08 0.10 -17.20 -3.61 17.03 18.20 0.74 1.89 1.68 3.19
Stocks/Bonds 20/80
2 20 80 0 -10.80 2.96 3.77 5.93 0.04 02:00PM
Jul 05 2022
0.89 -2.91 6.67 5.50 4.46 4.43 -1.62 0.54 0.84 1.34 -12.54 -12.54 -12.54 -12.54 -0.86 0.24 0.30 0.47 -12.54 3.64 10.38 13.20 0.83 1.95 2.37 2.79
US Inflation Protection
1 0 100 0 -5.27 3.04 1.57 5.80 -0.12 01:59PM
Jul 05 2022
1.49 -3.11 5.62 4.29 4.46 5.90 -0.94 0.71 0.35 0.98 -9.04 -9.04 -9.24 -11.79 -0.58 0.34 0.17 0.49 -9.04 5.67 10.84 8.35 2.95 4.41 1.29 1.88
Dimensional Retirement Income Fund
DFA
7 20.4 79.6 0 -5.64 3.56 3.23 5.79 0.89 Jul 01 2022 0.89 -3.35 5.37 4.63 4.06 4.57 -1.05 0.77 0.80 1.27 -8.69 -8.69 -8.69 -12.91 -0.65 0.41 0.37 0.45 -8.69 7.04 8.69 10.30 1.82 3.41 1.56 2.41
Developed World ex-US 40/60
2 40 60 0 -13.17 1.84 3.99 5.79 -1.27 01:59PM
Jul 05 2022
-0.81 -4.66 6.86 7.11 6.22 7.20 -1.92 0.26 0.64 0.80 -14.36 -14.36 -14.36 -26.17 -0.92 0.13 0.28 0.22 -13.47 3.30 6.69 13.77 0.70 3.51 1.58 3.61
Vanguard LifeStrategy Income Fund
Vanguard
4 20 80 0 -11.19 2.33 3.41 5.79 -0.19 02:00PM
Jul 05 2022
0.53 -2.90 5.90 5.10 4.26 4.36 -1.90 0.46 0.80 1.33 -12.44 -12.44 -12.44 -12.44 -0.90 0.19 0.27 0.47 -12.11 2.15 8.85 12.26 0.75 2.45 2.08 3.06
Developed World ex-US 60/40
2 60 40 0 -14.79 2.22 4.69 5.78 -1.86 01:59PM
Jul 05 2022
-1.48 -6.15 9.07 9.91 8.63 10.02 -1.63 0.22 0.54 0.58 -16.08 -16.08 -16.08 -37.49 -0.92 0.14 0.29 0.15 -15.29 6.09 7.71 16.72 0.86 3.50 1.79 3.62
All Country World Bonds
3 0 100 0 -11.86 0.53 1.79 5.69 -0.04 02:00PM
Jul 05 2022
0.78 -2.32 4.97 4.54 3.99 4.32 -2.39 0.12 0.45 1.32 -12.90 -13.49 -13.49 -13.49 -0.92 0.04 0.13 0.42 -11.66 -2.06 6.30 9.49 0.82 2.83 2.27 3.47
Developed World ex-US 20/80
2 20 80 0 -11.57 1.37 3.20 5.65 -0.68 01:59PM
Jul 05 2022
-0.14 -3.18 5.01 4.76 4.23 5.04 -2.31 0.29 0.76 1.12 -12.69 -12.69 -12.69 -15.55 -0.91 0.11 0.25 0.36 -11.66 0.51 5.67 10.82 0.53 3.53 1.37 3.59
Developed World ex-US 80/20
2 80 20 0 -16.42 2.51 5.32 5.61 -2.45 01:59PM
Jul 05 2022
-2.15 -7.66 11.41 12.92 11.22 13.13 -1.44 0.19 0.47 0.43 -17.81 -19.27 -19.27 -47.74 -0.92 0.13 0.28 0.12 -17.10 8.88 8.72 19.67 1.03 3.48 2.00 3.64
Edge Select Conservative
Merrill Lynch
12 21 79 0 -8.20 2.63 3.44 5.43 -0.29 02:00PM
Jul 05 2022
0.32 -2.70 4.93 4.43 3.69 3.95 -1.66 0.60 0.93 1.38 -9.20 -9.20 -9.20 -10.97 -0.89 0.29 0.37 0.49 -9.20 3.46 6.74 11.07 0.54 1.51 1.56 2.79
Gold
1 0 0 100 1.71 7.38 0.82 5.43 -2.25 01:59PM
Jul 05 2022
-2.33 -1.57 9.45 12.88 14.66 15.42 0.18 0.57 0.06 0.35 -6.75 -13.74 -40.97 -42.91 0.25 0.54 0.02 0.13 -1.46 -4.15 24.81 17.86 0.00 0.00 0.00 0.00
10-year Treasury
1 0 100 0 -10.48 0.76 1.17 5.42 0.60 02:00PM
Jul 05 2022
1.67 -0.86 6.21 5.74 5.52 6.61 -1.69 0.13 0.21 0.82 -12.23 -15.19 -15.19 -15.19 -0.86 0.05 0.08 0.36 -10.56 -3.33 10.01 8.03 0.51 0.80 1.18 2.22
Robo Advisor 20
Betterment
12 19.9 80.1 0 -8.18 2.04 2.74 5.41 -0.40 02:00PM
Jul 05 2022
0.14 -2.59 4.23 4.04 3.40 3.98 -1.94 0.51 0.81 1.36 -8.89 -8.89 -8.89 -9.97 -0.92 0.23 0.31 0.54 -8.55 2.61 6.01 9.57 0.66 1.60 1.58 2.70
Total Bond Developed World ex-US
1 0 100 0 -10.00 0.81 2.34 5.36 -0.10 01:59PM
Jul 05 2022
0.54 -1.72 4.16 3.71 3.42 4.47 -2.40 0.22 0.68 1.20 -11.32 -11.90 -11.90 -11.90 -0.88 0.07 0.20 0.45 -9.84 -2.28 4.65 7.87 0.36 3.55 1.16 3.58
Developed World ex-US Stocks
1 100 0 0 -18.07 2.71 5.87 5.27 -3.03 01:59PM
Jul 05 2022
-2.82 -9.19 13.80 16.06 13.92 16.43 -1.31 0.17 0.42 0.32 -19.54 -24.14 -24.14 -57.00 -0.92 0.11 0.24 0.09 -18.92 11.67 9.74 22.62 1.20 3.46 2.21 3.65
Conservative Income
Charles Schwab
6 5 95 0 -6.63 1.67 1.78 4.73 -0.04 02:00PM
Jul 05 2022
0.75 -2.10 4.05 3.43 3.14 3.38 -1.64 0.49 0.57 1.40 -8.22 -8.22 -8.22 -8.22 -0.81 0.20 0.22 0.58 -8.22 2.43 5.45 8.37 1.10 2.26 1.91 2.80
Total Bond US
1 0 100 0 -10.42 0.84 1.40 4.63 0.26 02:00PM
Jul 05 2022
1.06 -1.66 5.02 4.29 3.74 3.84 -2.08 0.20 0.37 1.21 -11.46 -12.23 -12.23 -12.23 -0.91 0.07 0.11 0.38 -10.35 -1.86 7.71 8.83 0.89 2.06 2.53 2.91
Robo Advisor 10
Betterment
12 9.9 90.1 0 -6.02 1.46 1.74 4.40 -0.18 02:00PM
Jul 05 2022
0.25 -1.59 2.71 2.27 1.92 2.45 -2.22 0.64 0.91 1.80 -6.46 -6.46 -6.46 -6.46 -0.93 0.23 0.27 0.68 -5.92 0.88 4.71 6.61 0.47 1.05 1.36 2.45
Robo Advisor 0
Betterment
2 0 100 0 -3.88 0.83 0.73 3.36 0.03 01:59PM
Jul 05 2022
0.36 -0.65 1.78 1.46 1.18 1.82 -2.18 0.57 0.62 1.85 -4.08 -4.08 -4.08 -4.08 -0.95 0.20 0.18 0.82 -3.30 -0.79 3.37 3.70 0.28 0.49 1.14 2.21
Short Term Treasury
1 0 100 0 -3.55 0.78 0.65 3.26 0.01 01:59PM
Jul 05 2022
0.31 -0.59 1.65 1.39 1.10 1.82 -2.15 0.56 0.59 1.79 -3.71 -3.71 -3.71 -3.71 -0.96 0.21 0.17 0.88 -2.99 -0.72 3.03 3.38 0.23 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
Returns refer to investiments in US Dollars.
Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Portfolio returns are updated to 30 June 2022.
Live Jul 2022 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
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 30 June 2022.

The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 June 2022.

Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. 2022: 4.05%, 2021: 7.10%, 2020: 1.28%, 2019: 2.26%
For further details about Dividends, click here.
Swipe left to see all data
% Allocation
Ann. Return (%) - Jun 30, 2022
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
YTD(%)
Yearly Returns (%)
Portfolio #ETF Stocks Bonds Comm 1Y 3Y 5Y Daily Time(ET) Jul 2022 Jun 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 -10.88 11.26 11.73 0.32 01:50PM
Jul 05 2022
1.50 -3.61 15.73 18.21 16.86 -0.69 0.62 0.70 -17.93 -21.00 -21.00 -0.61 0.54 0.56 -17.93 27.80 19.47 32.61 0.00 0.00 0.00 0.00
Stocks/Bonds 60/40 with Bitcoin
3 59 39 2 -12.55 6.70 11.60 -0.44 02:00PM
Jul 05 2022
0.58 -6.07 12.38 13.20 12.55 -1.01 0.51 0.92 -17.79 -17.79 -17.79 -0.71 0.38 0.65 -17.79 15.60 21.52 23.43 0.70 1.69 2.00 2.49
Ark Tech Portfolio
Cathie Wood
4 100 0 0 -61.23 2.72 11.30 4.55 02:00PM
Jul 05 2022
7.30 -8.50 28.10 36.88 33.20 -2.18 0.07 0.34 -61.23 -62.99 -62.99 -1.00 0.04 0.18 -50.02 -18.06 149.52 35.21 0.00 1.03 2.88 1.23
Stocks/Bonds 60/40 2x Leveraged
2 60 40 0 -20.97 7.65 10.31 -0.71 01:59PM
Jul 05 2022
1.39 -10.47 23.49 21.08 19.52 -0.89 0.36 0.53 -31.35 -31.35 -31.35 -0.67 0.24 0.33 -31.35 33.12 20.45 43.41 0.03 0.18 0.40 1.13
Golden Butterfly with Bitcoin
6 40 40 20 -10.31 6.02 10.27 -0.65 02:00PM
Jul 05 2022
0.13 -4.70 9.26 9.93 10.07 -1.11 0.61 1.02 -13.54 -13.54 -13.54 -0.76 0.44 0.76 -13.54 10.61 19.54 19.56 0.41 1.03 1.09 1.81
All Weather Portfolio with Bitcoin
Ray Dalio
6 30 55 15 -10.40 4.89 9.98 -0.25 02:00PM
Jul 05 2022
0.77 -4.53 10.25 9.33 9.60 -1.01 0.52 1.04 -15.32 -15.32 -15.32 -0.68 0.32 0.65 -15.18 8.91 20.78 19.77 0.50 1.13 1.40 2.03
Permanent Portfolio with Bitcoin
Harry Browne
5 25 50 25 -8.01 5.22 9.91 -0.38 02:00PM
Jul 05 2022
0.22 -3.22 8.78 8.62 8.91 -0.91 0.61 1.11 -12.29 -12.29 -12.29 -0.65 0.43 0.81 -12.29 5.47 21.71 17.70 0.33 0.73 0.94 1.73
Stocks/Bonds 40/60 with Bitcoin
3 39 59 2 -11.74 4.62 9.75 -0.22 02:00PM
Jul 05 2022
0.75 -4.75 9.85 10.12 9.95 -1.19 0.46 0.98 -15.61 -15.61 -15.61 -0.75 0.30 0.62 -15.60 10.09 18.86 19.07 0.76 1.80 2.16 2.61
Equal Weight US Portfolio
1 100 0 0 -9.50 9.57 9.68 -1.42 01:59PM
Jul 05 2022
-0.21 -9.39 15.76 20.61 18.55 -0.60 0.46 0.52 -16.74 -26.65 -26.65 -0.57 0.36 0.36 -16.74 29.41 12.71 28.91 0.84 1.64 1.83 2.16
Desert Portfolio with Bitcoin
Gyroscopic Investing
4 30 60 10 -8.80 4.69 9.49 -0.37 02:00PM
Jul 05 2022
0.53 -3.52 7.48 7.41 8.00 -1.18 0.63 1.19 -11.89 -11.89 -11.89 -0.74 0.39 0.80 -11.84 7.03 18.57 15.94 0.39 0.88 1.23 1.95
US Stocks ESG
1 100 0 0 -16.27 10.32 8.16 -0.35 01:58PM
Jul 05 2022
0.61 -7.83 17.96 19.19 17.45 -0.91 0.54 0.47 -24.04 -24.04 -24.04 -0.68 0.43 0.34 -24.04 26.20 25.67 33.37 0.44 0.85 1.38 1.68
Talmud Portfolio 2x Leveraged
Roger Gibson
3 66.7 33.3 0 -18.98 5.03 8.08 -1.84 01:59PM
Jul 05 2022
0.67 -10.57 26.65 23.81 21.30 -0.71 0.21 0.38 -32.60 -32.60 -32.60 -0.58 0.15 0.25 -32.60 46.68 4.10 44.89 0.03 0.24 0.51 1.38
US Stocks Momentum
1 100 0 0 -24.01 4.26 7.95 -2.31 01:59PM
Jul 05 2022
-1.44 -11.18 21.83 20.74 18.92 -1.10 0.21 0.42 -30.28 -30.28 -30.28 -0.79 0.14 0.26 -27.95 7.72 36.60 33.13 0.00 0.00 0.15 0.33
Stocks/Bonds 40/60 2x Leveraged
2 40 60 0 -20.11 4.32 7.14 -0.07 01:59PM
Jul 05 2022
2.05 -7.51 18.44 14.87 13.64 -1.09 0.29 0.52 -27.71 -27.71 -27.71 -0.73 0.16 0.26 -27.71 19.46 19.91 33.39 0.02 0.18 0.47 1.28
Simplified Permanent Portfolio 2x Leveraged
3 25 50 25 -15.01 5.01 6.91 -1.08 01:59PM
Jul 05 2022
0.50 -5.67 15.30 14.20 12.58 -0.98 0.35 0.55 -21.26 -21.26 -21.26 -0.71 0.24 0.32 -21.26 8.10 24.56 30.31 0.01 0.14 0.38 1.00
All Weather Portfolio 2x Leveraged
Ray Dalio
5 37.5 55 7.5 -18.87 4.44 6.83 -0.21 01:59PM
Jul 05 2022
1.40 -12.41 21.28 17.41 15.71 -0.89 0.26 0.44 -26.81 -26.81 -26.81 -0.70 0.17 0.25 -26.81 19.72 19.68 34.09 0.14 0.32 0.37 1.45
Golden Butterfly 2x Leveraged
4 40 40 20 -19.63 5.04 6.82 -1.30 01:59PM
Jul 05 2022
0.37 -7.87 17.01 15.90 15.03 -1.15 0.32 0.45 -24.46 -24.46 -24.46 -0.80 0.21 0.28 -24.46 16.84 19.29 32.73 0.01 0.11 0.31 0.90
Desert Portfolio 2x Leveraged
Gyroscopic Investing
3 30 60 10 -17.98 3.89 6.37 -0.35 01:59PM
Jul 05 2022
1.57 -6.19 16.05 13.20 11.89 -1.12 0.29 0.54 -24.41 -24.41 -24.41 -0.74 0.16 0.26 -24.41 12.18 21.66 30.15 0.02 0.17 0.45 1.20
Stocks/Bonds 60/40 ESG
2 60 40 0 -13.27 6.15 5.61 -0.05 01:58PM
Jul 05 2022
0.83 -5.16 12.18 12.02 10.82 -1.09 0.51 0.52 -18.48 -18.48 -18.48 -0.72 0.33 0.30 -18.48 14.84 18.27 23.31 0.60 1.30 1.76 2.14
Stocks/Bonds 60/40 Momentum
2 60 40 0 -18.30 2.66 5.50 -1.28 02:00PM
Jul 05 2022
-0.44 -7.10 14.24 13.51 12.22 -1.28 0.20 0.45 -22.55 -22.55 -22.55 -0.81 0.12 0.24 -20.91 3.88 25.05 23.41 0.36 0.82 1.10 1.36
Stocks/Bonds 40/60 ESG
2 40 60 0 -12.09 3.84 4.12 0.11 01:58PM
Jul 05 2022
0.93 -3.90 9.36 8.73 7.75 -1.29 0.44 0.53 -15.70 -15.70 -15.70 -0.77 0.24 0.26 -15.70 9.16 14.57 18.28 0.67 1.53 1.96 2.38
Stocks/Bonds 40/60 Momentum
2 40 60 0 -15.58 1.62 4.08 -0.77 02:00PM
Jul 05 2022
0.06 -5.20 10.66 10.12 9.02 -1.46 0.16 0.45 -18.59 -18.59 -18.59 -0.84 0.09 0.22 -17.39 1.97 19.27 18.55 0.53 1.24 1.58 1.88
Developed World ex-US Stocks Momentum
1 100 0 0 -17.77 3.19 3.94 -3.27 01:56PM
Jul 05 2022
-3.27 -8.53 15.63 15.67 14.57 -1.14 0.20 0.27 -20.40 -20.40 -20.40 -0.87 0.16 0.19 -20.13 6.60 22.16 24.51 1.25 5.51 1.17 2.61
Developed World ex-US 60/40 Momentum
2 60 40 0 -14.55 1.25 2.98 -2.00 01:59PM
Jul 05 2022
-1.75 -5.73 10.09 10.19 9.29 -1.44 0.12 0.32 -16.10 -16.10 -16.10 -0.90 0.08 0.19 -16.01 3.05 15.15 17.85 0.89 4.73 1.17 3.00
Developed World ex-US 40/60 Momentum
2 40 60 0 -12.99 0.18 2.35 -1.37 01:59PM
Jul 05 2022
-0.99 -4.37 7.50 7.65 6.84 -1.73 0.02 0.34 -14.31 -14.31 -14.31 -0.91 0.01 0.16 -13.96 1.27 11.65 14.52 0.72 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
Returns refer to investiments in US Dollars.
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