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 July 2022
Live Update at Aug 16 2022, 09:58PM Eastern Time
Live Update at Aug 16 2022, 09:58PM Eastern Time
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Jul 2022.
Current inflation (annualized) is
1Y: 8.52%
, 5Y: 3.89%
, 10Y: 2.60%
, 30Y: 2.52%
Portfolio returns are updated to 31 July 2022.
Portfolio returns are updated to 31 July 2022.
Live Aug 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
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 July 2022.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 July 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 July 2022.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 July 2022.
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Jul 2022.
2022: 6.27%, 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 (%) - Jul 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) | Aug 2022 | Jul 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 | -12.99 | 17.92 | 18.28 | 13.75 | -0.23 | Aug 16 2022 | 5.33 | 12.55 | 25.51 | 20.22 | 16.77 | 23.71 | -0.51 | 0.89 | 1.09 | 0.58 | -29.33 | -29.33 | -29.33 | -81.08 | -0.44 | 0.61 | 0.62 | 0.17 | -20.46 | 27.42 | 48.40 | 38.96 | 0.24 | 0.54 | 0.64 | 1.03 | |
|
US Stocks |
1 | 100 | 0 | 0 | -7.75 | 12.11 | 13.43 | 10.00 | 0.21 | Aug 16 2022 | 4.84 | 9.35 | 19.45 | 17.69 | 14.31 | 15.09 | -0.40 | 0.68 | 0.94 | 0.66 | -21.32 | -21.32 | -21.32 | -50.84 | -0.36 | 0.57 | 0.63 | 0.20 | -13.97 | 25.67 | 21.03 | 30.67 | 0.60 | 1.51 | 1.71 | 2.29 | |
|
Warren Buffett Portfolio Warren Buffett |
2 | 90 | 10 | 0 | -6.56 | 11.56 | 12.47 | 9.53 | 0.13 | Aug 16 2022 | 4.13 | 8.14 | 17.86 | 15.60 | 12.61 | 13.24 | -0.37 | 0.74 | 0.99 | 0.72 | -19.61 | -19.61 | -19.61 | -45.52 | -0.33 | 0.59 | 0.64 | 0.21 | -13.06 | 24.59 | 19.19 | 28.46 | 0.58 | 1.38 | 1.67 | 2.33 | |
|
Aggressive Global Income |
4 | 80 | 20 | 0 | -3.11 | 4.76 | 7.11 | 9.48 | 0.34 | Aug 16 2022 | 2.27 | 4.61 | 12.49 | 13.81 | 11.67 | 13.99 | -0.25 | 0.34 | 0.61 | 0.68 | -10.76 | -23.84 | -23.84 | -52.63 | -0.29 | 0.20 | 0.30 | 0.18 | -6.65 | 17.07 | -1.13 | 19.97 | 1.65 | 3.67 | 3.52 | 4.21 | |
|
Stocks/Bonds 80/20 |
2 | 80 | 20 | 0 | -7.81 | 10.07 | 11.16 | 9.21 | 0.14 | Aug 16 2022 | 3.75 | 7.80 | 16.38 | 14.41 | 11.62 | 12.07 | -0.48 | 0.70 | 0.96 | 0.76 | -19.13 | -19.13 | -19.13 | -41.09 | -0.41 | 0.53 | 0.58 | 0.22 | -12.82 | 20.16 | 18.36 | 26.30 | 0.69 | 1.62 | 1.87 | 2.41 | |
|
Simple Path to Wealth JL Collins |
2 | 75 | 25 | 0 | -7.84 | 9.55 | 10.58 | 8.98 | 0.13 | Aug 16 2022 | 3.48 | 7.43 | 15.62 | 13.61 | 10.95 | 11.33 | -0.50 | 0.70 | 0.97 | 0.79 | -18.58 | -18.58 | -18.58 | -38.53 | -0.42 | 0.51 | 0.57 | 0.23 | -12.53 | 18.79 | 17.70 | 25.21 | 0.72 | 1.65 | 1.92 | 2.45 | |
|
Mid-Fifties Burton Malkiel |
8 | 80 | 20 | 0 | -9.86 | 6.54 | 7.99 | 8.83 | -0.01 | Aug 16 2022 | 2.74 | 5.61 | 14.15 | 13.39 | 11.06 | 12.60 | -0.70 | 0.49 | 0.72 | 0.70 | -18.04 | -18.63 | -18.63 | -46.21 | -0.55 | 0.35 | 0.43 | 0.19 | -13.44 | 15.75 | 11.71 | 23.79 | 1.00 | 2.30 | 2.23 | 3.16 | |
|
Ultimate Buy and Hold Strategy Paul Merriman |
10 | 100 | 0 | 0 | -9.41 | 5.51 | 8.91 | 8.82 | 0.19 | Aug 16 2022 | 2.75 | 5.97 | 15.09 | 17.00 | 13.90 | 15.26 | -0.62 | 0.32 | 0.64 | 0.58 | -17.27 | -27.54 | -27.54 | -57.21 | -0.54 | 0.20 | 0.32 | 0.15 | -12.34 | 19.37 | 6.40 | 23.62 | 1.24 | 2.79 | 2.06 | 3.37 | |
|
Yale Endowment David Swensen |
6 | 70 | 30 | 0 | -9.62 | 6.61 | 7.59 | 8.76 | 0.09 | Aug 16 2022 | 1.95 | 6.25 | 14.26 | 11.60 | 9.73 | 10.45 | -0.67 | 0.57 | 0.78 | 0.84 | -18.84 | -18.84 | -18.84 | -39.48 | -0.51 | 0.35 | 0.40 | 0.22 | -13.76 | 17.53 | 12.03 | 22.65 | 1.23 | 2.65 | 2.12 | 2.91 | |
|
Late Thirties to Early Forties Burton Malkiel |
8 | 85 | 15 | 0 | -10.12 | 6.73 | 8.28 | 8.73 | 0.03 | Aug 16 2022 | 2.87 | 5.64 | 14.31 | 13.91 | 11.51 | 13.23 | -0.71 | 0.48 | 0.72 | 0.66 | -18.21 | -19.36 | -19.36 | -48.28 | -0.56 | 0.35 | 0.43 | 0.18 | -13.60 | 15.84 | 12.75 | 24.10 | 0.97 | 2.23 | 2.11 | 3.05 | |
|
Robo Advisor 100 Betterment |
6 | 100 | 0 | 0 | -9.37 | 7.16 | 9.57 | 8.71 | 0.17 | Aug 16 2022 | 3.25 | 6.13 | 15.33 | 16.45 | 13.60 | 15.42 | -0.61 | 0.44 | 0.70 | 0.56 | -17.83 | -24.14 | -24.14 | -54.55 | -0.53 | 0.30 | 0.40 | 0.16 | -12.80 | 18.02 | 12.47 | 25.35 | 1.04 | 2.34 | 1.94 | 2.89 | |
|
Late Sixties and Beyond Burton Malkiel |
8 | 71 | 29 | 0 | -8.70 | 6.30 | 7.49 | 8.67 | -0.03 | Aug 16 2022 | 2.52 | 5.34 | 13.37 | 12.20 | 10.04 | 11.30 | -0.65 | 0.52 | 0.75 | 0.77 | -16.89 | -16.89 | -16.89 | -41.80 | -0.52 | 0.37 | 0.44 | 0.21 | -12.46 | 15.40 | 10.03 | 22.55 | 0.98 | 2.25 | 2.27 | 3.19 | |
|
Talmud Portfolio Roger Gibson |
3 | 66.7 | 33.3 | 0 | -6.58 | 7.22 | 7.99 | 8.67 | -0.06 | Aug 16 2022 | 2.39 | 6.59 | 14.68 | 11.90 | 9.83 | 10.35 | -0.45 | 0.61 | 0.81 | 0.84 | -17.40 | -17.40 | -17.40 | -40.17 | -0.38 | 0.41 | 0.46 | 0.22 | -11.96 | 21.44 | 8.02 | 22.79 | 0.89 | 2.37 | 2.63 | 3.16 | |
|
Mid-Twenties Burton Malkiel |
8 | 87 | 13 | 0 | -10.35 | 6.69 | 8.30 | 8.64 | 0.03 | Aug 16 2022 | 2.89 | 5.65 | 14.38 | 14.14 | 11.73 | 13.56 | -0.72 | 0.47 | 0.71 | 0.64 | -18.36 | -19.79 | -19.79 | -49.50 | -0.56 | 0.34 | 0.42 | 0.17 | -13.75 | 15.90 | 12.95 | 24.15 | 0.96 | 2.22 | 2.07 | 3.04 | |
|
Robo Advisor 90 Betterment |
11 | 90.1 | 9.9 | 0 | -9.49 | 6.71 | 8.94 | 8.61 | 0.15 | Aug 16 2022 | 2.96 | 5.77 | 14.31 | 15.15 | 12.49 | 14.08 | -0.66 | 0.44 | 0.72 | 0.61 | -17.20 | -22.15 | -22.15 | -50.07 | -0.55 | 0.30 | 0.40 | 0.17 | -12.42 | 16.04 | 12.42 | 23.85 | 0.89 | 2.36 | 1.94 | 2.92 | |
|
Edge Select Aggressive Merrill Lynch |
12 | 84 | 16 | 0 | -10.01 | 8.01 | 9.38 | 8.60 | 0.07 | Aug 16 2022 | 3.01 | 6.08 | 14.36 | 14.04 | 11.61 | 12.86 | -0.70 | 0.57 | 0.81 | 0.67 | -18.39 | -18.39 | -18.39 | -45.65 | -0.54 | 0.44 | 0.51 | 0.19 | -13.43 | 15.74 | 17.62 | 24.61 | 0.72 | 1.85 | 1.73 | 2.60 | |
|
Robo Advisor 80 Betterment |
10 | 80 | 20 | 0 | -9.62 | 6.09 | 8.16 | 8.44 | 0.09 | Aug 16 2022 | 2.59 | 5.44 | 13.27 | 13.71 | 11.29 | 12.70 | -0.73 | 0.44 | 0.72 | 0.66 | -16.65 | -19.91 | -19.91 | -45.47 | -0.58 | 0.31 | 0.41 | 0.19 | -12.12 | 13.94 | 11.77 | 22.23 | 0.94 | 2.47 | 1.97 | 2.99 | |
|
Second Grader's Starter Paul Farrell |
3 | 90 | 10 | 0 | -9.76 | 8.34 | 9.97 | 8.42 | 0.15 | Aug 16 2022 | 3.31 | 6.75 | 15.63 | 15.01 | 12.32 | 13.46 | -0.62 | 0.56 | 0.81 | 0.63 | -19.04 | -19.32 | -19.32 | -48.52 | -0.51 | 0.43 | 0.52 | 0.17 | -13.58 | 17.70 | 16.72 | 25.83 | 0.80 | 2.09 | 1.94 | 2.78 | |
|
Lazy Portfolio David Swensen |
6 | 70 | 30 | 0 | -7.59 | 6.60 | 7.37 | 8.37 | 0.01 | Aug 16 2022 | 2.00 | 5.75 | 13.01 | 11.40 | 9.48 | 10.46 | -0.58 | 0.58 | 0.78 | 0.80 | -16.36 | -16.36 | -16.36 | -40.89 | -0.46 | 0.40 | 0.45 | 0.20 | -11.55 | 17.34 | 10.56 | 21.27 | 1.16 | 2.51 | 2.03 | 2.85 | |
|
Couch Potato Scott Burns |
2 | 50 | 50 | 0 | -5.48 | 8.16 | 7.83 | 8.34 | 0.12 | Aug 16 2022 | 1.71 | 6.64 | 12.39 | 10.08 | 8.15 | 8.38 | -0.44 | 0.81 | 0.96 | 1.00 | -15.18 | -15.18 | -15.18 | -27.04 | -0.36 | 0.54 | 0.52 | 0.31 | -9.54 | 15.67 | 15.93 | 19.51 | 2.00 | 2.96 | 1.50 | 2.09 | |
|
Robust Alpha Architect |
8 | 70 | 20 | 10 | -4.73 | 7.00 | 7.49 | 8.33 | -0.03 | Aug 16 2022 | 1.27 | 5.28 | 13.45 | 13.13 | 10.56 | 11.01 | -0.35 | 0.53 | 0.71 | 0.76 | -12.65 | -19.45 | -19.45 | -45.15 | -0.37 | 0.36 | 0.39 | 0.18 | -7.69 | 15.71 | 9.55 | 22.11 | 0.70 | 1.43 | 1.27 | 2.02 | |
|
Family Taxable Portfolio Ted Aronson |
11 | 70 | 30 | 0 | -10.62 | 5.83 | 7.55 | 8.33 | 0.13 | Aug 16 2022 | 2.07 | 6.04 | 12.90 | 12.22 | 10.10 | 11.22 | -0.82 | 0.48 | 0.75 | 0.74 | -17.76 | -17.76 | -17.76 | -38.46 | -0.60 | 0.33 | 0.43 | 0.22 | -12.79 | 11.93 | 14.59 | 19.91 | 1.18 | 2.47 | 1.80 | 2.63 | |
|
Core Four Rick Ferri |
4 | 80 | 20 | 0 | -9.12 | 7.53 | 8.93 | 8.31 | 0.09 | Aug 16 2022 | 2.81 | 6.32 | 14.57 | 13.35 | 10.90 | 11.78 | -0.63 | 0.56 | 0.82 | 0.71 | -18.12 | -18.12 | -18.12 | -44.44 | -0.50 | 0.42 | 0.49 | 0.19 | -12.94 | 17.18 | 13.93 | 24.04 | 0.85 | 2.20 | 2.14 | 2.91 | |
|
Stocks/Bonds 60/40 |
2 | 60 | 40 | 0 | -7.98 | 7.96 | 8.84 | 8.26 | 0.08 | Aug 16 2022 | 2.66 | 6.34 | 13.36 | 11.24 | 9.01 | 9.19 | -0.60 | 0.71 | 0.98 | 0.90 | -16.93 | -16.93 | -16.93 | -30.55 | -0.47 | 0.47 | 0.52 | 0.27 | -11.67 | 14.66 | 15.70 | 21.94 | 0.79 | 1.73 | 2.04 | 2.54 | |
|
Edge Select Moderately Aggressive Merrill Lynch |
12 | 69 | 31 | 0 | -9.69 | 7.05 | 8.22 | 8.14 | 0.00 | Aug 16 2022 | 2.38 | 5.64 | 12.89 | 11.97 | 9.87 | 10.74 | -0.75 | 0.59 | 0.83 | 0.76 | -17.18 | -17.18 | -17.18 | -38.23 | -0.56 | 0.41 | 0.48 | 0.21 | -12.51 | 12.88 | 16.02 | 22.30 | 0.76 | 1.82 | 1.86 | 2.71 | |
|
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
5 | 70 | 30 | 0 | -8.28 | 7.08 | 8.21 | 8.14 | 0.05 | Aug 16 2022 | 2.20 | 6.42 | 13.97 | 12.11 | 9.85 | 10.34 | -0.59 | 0.58 | 0.83 | 0.79 | -17.34 | -17.34 | -17.34 | -39.55 | -0.48 | 0.41 | 0.47 | 0.21 | -12.04 | 16.85 | 12.52 | 22.28 | 1.13 | 2.50 | 2.13 | 2.84 | |
|
Four Funds Bogleheads |
4 | 80 | 20 | 0 | -9.34 | 7.56 | 8.86 | 8.12 | 0.14 | Aug 16 2022 | 2.68 | 6.23 | 14.20 | 13.44 | 11.07 | 12.06 | -0.66 | 0.56 | 0.80 | 0.67 | -17.81 | -17.81 | -17.81 | -44.08 | -0.52 | 0.42 | 0.50 | 0.18 | -12.69 | 15.70 | 15.71 | 23.60 | 1.08 | 2.38 | 1.89 | 2.73 | |
|
Gone Fishin' Portfolio Alexander Green |
10 | 65 | 30 | 5 | -9.80 | 5.43 | 6.79 | 8.07 | 0.01 | Aug 16 2022 | 1.92 | 5.53 | 12.26 | 12.16 | 10.04 | 11.74 | -0.80 | 0.45 | 0.68 | 0.69 | -16.21 | -17.18 | -17.18 | -43.02 | -0.60 | 0.32 | 0.40 | 0.19 | -11.57 | 11.58 | 12.37 | 19.76 | 1.19 | 2.60 | 2.16 | 2.90 | |
|
Coffee House Bill Schultheis |
7 | 60 | 40 | 0 | -6.63 | 5.77 | 7.28 | 8.05 | 0.09 | Aug 16 2022 | 1.99 | 5.29 | 11.61 | 10.93 | 8.84 | 9.23 | -0.57 | 0.53 | 0.82 | 0.87 | -14.33 | -15.36 | -15.36 | -33.93 | -0.46 | 0.38 | 0.47 | 0.24 | -9.79 | 15.24 | 7.45 | 18.99 | 0.91 | 2.31 | 2.25 | 2.89 | |
|
Three Funds Bogleheads |
3 | 80 | 20 | 0 | -9.86 | 7.30 | 8.82 | 8.00 | 0.12 | Aug 16 2022 | 2.76 | 6.02 | 14.13 | 13.38 | 11.00 | 11.99 | -0.70 | 0.55 | 0.80 | 0.67 | -17.94 | -17.94 | -17.94 | -43.68 | -0.55 | 0.41 | 0.49 | 0.18 | -13.00 | 14.95 | 15.39 | 23.65 | 0.85 | 2.15 | 2.02 | 2.84 | |
|
Vanguard LifeStrategy Growth Fund Vanguard |
4 | 80 | 20 | 0 | -9.94 | 7.14 | 8.72 | 7.95 | 0.10 | Aug 16 2022 | 2.72 | 5.96 | 13.95 | 13.31 | 10.97 | 12.02 | -0.71 | 0.54 | 0.80 | 0.66 | -17.83 | -17.83 | -17.83 | -44.18 | -0.56 | 0.40 | 0.49 | 0.18 | -12.94 | 14.57 | 15.01 | 23.41 | 0.82 | 2.27 | 1.95 | 2.91 | |
|
Golden Butterfly |
5 | 40 | 40 | 20 | -7.13 | 6.04 | 6.08 | 7.93 | 0.18 | Aug 16 2022 | 1.78 | 3.29 | 9.14 | 8.11 | 7.01 | 7.22 | -0.78 | 0.74 | 0.87 | 1.10 | -12.39 | -12.39 | -12.39 | -14.81 | -0.58 | 0.49 | 0.49 | 0.54 | -9.51 | 9.35 | 13.93 | 18.03 | 0.46 | 1.03 | 1.09 | 1.81 | |
|
No Brainer Portfolio Bill Bernstein |
4 | 75 | 25 | 0 | -7.55 | 6.58 | 8.30 | 7.86 | 0.16 | Aug 16 2022 | 2.63 | 5.45 | 12.40 | 12.93 | 10.60 | 11.40 | -0.61 | 0.51 | 0.78 | 0.69 | -15.19 | -18.24 | -18.24 | -40.40 | -0.50 | 0.36 | 0.46 | 0.19 | -10.57 | 15.39 | 11.61 | 19.82 | 0.62 | 1.74 | 1.53 | 2.49 | |
|
Pinwheel |
8 | 65 | 25 | 10 | -7.15 | 5.47 | 6.27 | 7.78 | 0.00 | Aug 16 2022 | 1.94 | 3.98 | 10.74 | 10.57 | 8.86 | 10.14 | -0.67 | 0.52 | 0.71 | 0.77 | -13.42 | -14.99 | -14.99 | -36.89 | -0.53 | 0.36 | 0.42 | 0.21 | -9.97 | 13.53 | 9.12 | 19.31 | 0.73 | 1.79 | 1.62 | 2.58 | |
|
Five Asset Roger Gibson |
6 | 60 | 20 | 20 | -0.06 | 7.75 | 6.41 | 7.78 | -0.25 | Aug 16 2022 | 1.28 | 3.66 | 12.07 | 12.11 | 9.92 | 10.96 | -0.01 | 0.64 | 0.65 | 0.71 | -8.71 | -19.30 | -19.30 | -44.75 | -0.01 | 0.40 | 0.33 | 0.17 | -4.88 | 22.77 | 5.29 | 20.35 | 0.72 | 2.16 | 1.93 | 3.02 | |
|
Robo Advisor 50 Betterment |
10 | 49.9 | 50.1 | 0 | -9.90 | 4.19 | 5.76 | 7.77 | -0.10 | Aug 16 2022 | 1.54 | 4.47 | 10.26 | 9.61 | 7.94 | 8.97 | -0.97 | 0.44 | 0.73 | 0.87 | -14.95 | -14.95 | -14.95 | -30.72 | -0.66 | 0.28 | 0.38 | 0.25 | -11.15 | 7.95 | 9.50 | 17.41 | 1.19 | 2.80 | 2.06 | 3.20 | |
|
Perfect Portfolio Ben Stein |
7 | 80 | 20 | 0 | -5.16 | 7.01 | 8.04 | 7.76 | 0.08 | Aug 16 2022 | 2.38 | 5.28 | 13.00 | 13.07 | 10.77 | 12.05 | -0.40 | 0.54 | 0.75 | 0.64 | -13.65 | -18.62 | -18.62 | -44.81 | -0.38 | 0.38 | 0.43 | 0.17 | -9.09 | 16.52 | 10.46 | 21.12 | 0.75 | 1.92 | 1.69 | 2.89 | |
|
Marc Faber Portfolio Marc Faber |
6 | 50 | 25 | 25 | -6.52 | 6.07 | 5.42 | 7.68 | -0.12 | Aug 16 2022 | 1.57 | 3.31 | 11.03 | 9.60 | 8.50 | 9.23 | -0.59 | 0.63 | 0.64 | 0.83 | -13.08 | -13.08 | -13.08 | -28.82 | -0.50 | 0.46 | 0.41 | 0.27 | -10.20 | 12.98 | 11.15 | 20.49 | 0.72 | 1.94 | 2.02 | 2.52 | |
|
Margaritaville Scott Burns |
3 | 67 | 33 | 0 | -8.52 | 6.49 | 7.18 | 7.67 | 0.13 | Aug 16 2022 | 1.69 | 5.61 | 12.24 | 11.44 | 9.56 | 10.49 | -0.70 | 0.57 | 0.75 | 0.73 | -15.97 | -15.97 | -15.97 | -38.70 | -0.53 | 0.41 | 0.45 | 0.20 | -11.25 | 13.33 | 14.40 | 20.39 | 1.70 | 3.04 | 1.73 | 2.62 | |
|
Coward's Portfolio Bill Bernstein |
10 | 60 | 40 | 0 | -6.44 | 5.61 | 7.05 | 7.67 | 0.06 | Aug 16 2022 | 1.93 | 4.58 | 10.68 | 10.56 | 8.59 | 9.13 | -0.60 | 0.53 | 0.82 | 0.84 | -13.12 | -15.13 | -15.13 | -33.85 | -0.49 | 0.37 | 0.47 | 0.23 | -9.14 | 13.47 | 8.12 | 18.34 | 0.72 | 1.73 | 1.81 | 2.75 | |
|
All Weather Portfolio Ray Dalio |
5 | 30 | 55 | 15 | -8.42 | 5.90 | 5.15 | 7.67 | 0.10 | Aug 16 2022 | 0.56 | 3.40 | 9.52 | 7.57 | 6.61 | 6.83 | -0.89 | 0.78 | 0.78 | 1.12 | -13.67 | -13.67 | -13.67 | -13.67 | -0.62 | 0.43 | 0.38 | 0.56 | -10.73 | 8.08 | 14.68 | 18.22 | 0.58 | 1.13 | 1.40 | 2.03 | |
|
Edge Select Moderate Merrill Lynch |
12 | 53 | 47 | 0 | -9.36 | 5.83 | 6.85 | 7.56 | -0.07 | Aug 16 2022 | 1.68 | 5.10 | 11.17 | 9.78 | 8.03 | 8.54 | -0.84 | 0.60 | 0.85 | 0.89 | -15.67 | -15.67 | -15.67 | -29.58 | -0.60 | 0.37 | 0.44 | 0.26 | -11.37 | 9.66 | 13.88 | 19.44 | 0.79 | 1.77 | 1.93 | 2.80 | |
|
Sandwich Portfolio Bob Clyatt |
8 | 55 | 45 | 0 | -8.76 | 4.84 | 6.21 | 7.56 | -0.03 | Aug 16 2022 | 1.36 | 4.36 | 9.87 | 8.84 | 7.32 | 7.97 | -0.89 | 0.55 | 0.85 | 0.95 | -14.12 | -14.12 | -14.12 | -28.96 | -0.62 | 0.34 | 0.44 | 0.26 | -10.38 | 9.88 | 10.59 | 16.81 | 0.66 | 1.55 | 1.53 | 2.61 | |
|
Simple Money Portfolio Tim Maurer |
7 | 60 | 40 | 0 | -8.09 | 4.07 | 6.34 | 7.54 | 0.10 | Aug 16 2022 | 1.32 | 4.26 | 10.16 | 10.09 | 8.33 | 8.72 | -0.80 | 0.40 | 0.76 | 0.87 | -12.86 | -14.55 | -14.55 | -32.39 | -0.63 | 0.28 | 0.44 | 0.23 | -9.13 | 10.46 | 6.87 | 16.14 | 1.02 | 1.99 | 1.57 | 2.95 | |
|
Global Market Portfolio Credit Suisse |
8 | 45 | 55 | 0 | -11.50 | 4.48 | 5.61 | 7.50 | -0.04 | Aug 16 2022 | 0.99 | 4.66 | 10.87 | 8.69 | 7.36 | 7.75 | -1.06 | 0.52 | 0.76 | 0.97 | -17.07 | -17.07 | -17.07 | -25.90 | -0.67 | 0.26 | 0.33 | 0.29 | -13.20 | 7.49 | 12.06 | 19.24 | 0.91 | 2.43 | 2.07 | 3.21 | |
|
Ultimate Buy&Hold FundAdvice |
12 | 60 | 40 | 0 | -7.44 | 4.02 | 5.93 | 7.49 | 0.08 | Aug 16 2022 | 1.25 | 4.10 | 9.79 | 9.85 | 8.19 | 8.93 | -0.76 | 0.41 | 0.72 | 0.84 | -12.58 | -15.07 | -15.07 | -34.23 | -0.59 | 0.27 | 0.39 | 0.22 | -9.00 | 11.49 | 5.84 | 16.24 | 1.20 | 2.22 | 1.73 | 2.84 | |
|
Dynamic 60/40 Income |
5 | 60 | 40 | 0 | -5.55 | 5.33 | 6.33 | 7.42 | -0.16 | Aug 16 2022 | 1.92 | 6.01 | 12.31 | 10.11 | 8.09 | 8.99 | -0.45 | 0.53 | 0.78 | 0.83 | -14.74 | -14.74 | -14.74 | -41.44 | -0.38 | 0.36 | 0.43 | 0.18 | -9.62 | 15.27 | 6.26 | 18.59 | 1.22 | 2.81 | 3.17 | 4.05 | |
|
Vanguard LifeStrategy Moderate Growth Vanguard |
4 | 60 | 40 | 0 | -9.60 | 5.78 | 7.08 | 7.38 | 0.02 | Aug 16 2022 | 1.91 | 5.07 | 11.51 | 10.37 | 8.52 | 9.15 | -0.83 | 0.56 | 0.83 | 0.81 | -15.92 | -15.92 | -15.92 | -33.52 | -0.60 | 0.36 | 0.44 | 0.22 | -11.66 | 10.43 | 12.96 | 19.70 | 0.84 | 2.33 | 1.99 | 2.96 | |
|
Big Rocks Portfolio Larry Swedroe |
11 | 60 | 40 | 0 | -5.16 | 4.88 | 6.55 | 7.34 | 0.13 | Aug 16 2022 | 1.85 | 3.92 | 9.62 | 10.15 | 8.30 | 8.84 | -0.54 | 0.48 | 0.79 | 0.83 | -11.17 | -15.63 | -15.63 | -33.80 | -0.46 | 0.31 | 0.42 | 0.22 | -7.69 | 13.59 | 5.25 | 15.98 | 0.77 | 1.65 | 1.57 | 2.72 | |
|
GAA Global Asset Allocation Mebane Faber |
10 | 40.5 | 49.5 | 10 | -8.90 | 5.07 | 5.26 | 7.34 | -0.12 | Aug 16 2022 | 0.71 | 4.05 | 10.09 | 8.59 | 7.21 | 7.57 | -0.88 | 0.59 | 0.73 | 0.97 | -14.15 | -14.15 | -14.15 | -24.91 | -0.63 | 0.36 | 0.37 | 0.29 | -10.67 | 8.69 | 11.18 | 19.10 | 0.82 | 2.20 | 1.86 | 2.90 | |
|
Ivy Portfolio Mebane Faber |
5 | 60 | 20 | 20 | 1.29 | 7.41 | 5.86 | 7.34 | -0.24 | Aug 16 2022 | 0.81 | 3.90 | 12.32 | 12.93 | 10.49 | 11.26 | 0.10 | 0.57 | 0.56 | 0.65 | -8.60 | -21.77 | -21.77 | -47.39 | 0.15 | 0.34 | 0.27 | 0.15 | -3.29 | 22.27 | 2.25 | 21.16 | 0.76 | 2.07 | 2.02 | 2.63 | |
|
Dynamic 40/60 Income |
5 | 40 | 60 | 0 | -8.70 | 3.57 | 4.92 | 7.29 | -0.28 | Aug 16 2022 | 1.69 | 5.07 | 10.49 | 8.80 | 6.90 | 7.82 | -0.83 | 0.41 | 0.71 | 0.93 | -14.69 | -14.69 | -14.69 | -29.84 | -0.59 | 0.24 | 0.34 | 0.24 | -10.36 | 6.72 | 8.28 | 15.91 | 1.42 | 2.85 | 3.24 | 4.21 | |
|
Ideal Index Frank Armstrong |
7 | 70 | 30 | 0 | -6.65 | 5.10 | 6.73 | 7.22 | 0.12 | Aug 16 2022 | 1.92 | 4.19 | 10.80 | 11.30 | 9.33 | 10.38 | -0.62 | 0.45 | 0.72 | 0.70 | -12.94 | -17.16 | -17.16 | -40.11 | -0.51 | 0.30 | 0.39 | 0.18 | -9.29 | 13.98 | 6.95 | 17.96 | 0.73 | 1.94 | 1.75 | 2.83 | |
|
Stocks/Bonds 40/60 |
2 | 40 | 60 | 0 | -8.29 | 5.79 | 6.46 | 7.18 | 0.01 | Aug 16 2022 | 1.57 | 4.95 | 10.45 | 8.25 | 6.58 | 6.55 | -0.79 | 0.70 | 0.98 | 1.10 | -14.74 | -14.74 | -14.74 | -19.17 | -0.56 | 0.39 | 0.44 | 0.37 | -10.51 | 9.15 | 13.04 | 17.57 | 0.88 | 1.84 | 2.20 | 2.66 | |
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7Twelve Portfolio Craig Israelsen |
9 | 50 | 33.3 | 16.7 | 0.20 | 6.20 | 5.11 | 7.16 | -0.21 | Aug 16 2022 | 0.70 | 3.21 | 9.78 | 10.69 | 8.73 | 9.53 | 0.02 | 0.58 | 0.59 | 0.75 | -6.76 | -17.90 | -17.90 | -37.96 | 0.03 | 0.35 | 0.29 | 0.19 | -2.79 | 16.41 | 3.64 | 17.04 | 0.55 | 1.33 | 1.34 | 2.13 | |
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Rob Arnott Portfolio Rob Arnott |
8 | 30 | 60 | 10 | -5.73 | 5.12 | 4.56 | 7.10 | -0.22 | Aug 16 2022 | 0.25 | 3.77 | 8.87 | 7.50 | 6.38 | 6.78 | -0.65 | 0.68 | 0.71 | 1.05 | -11.39 | -11.39 | -11.39 | -24.27 | -0.50 | 0.45 | 0.40 | 0.29 | -8.05 | 11.04 | 7.98 | 16.67 | 1.02 | 2.57 | 1.88 | 3.13 | |
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Simplified Permanent Portfolio |
3 | 25 | 50 | 25 | -7.24 | 5.46 | 4.47 | 7.08 | -0.05 | Aug 16 2022 | 0.88 | 2.84 | 7.80 | 6.55 | 6.20 | 6.50 | -0.93 | 0.83 | 0.72 | 1.09 | -10.97 | -10.97 | -10.97 | -13.28 | -0.66 | 0.50 | 0.41 | 0.53 | -8.45 | 3.72 | 16.46 | 16.15 | 0.47 | 0.78 | 1.02 | 1.68 | |
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High Yield Bonds Income |
4 | 0 | 100 | 0 | -13.29 | 1.39 | 3.02 | 7.01 | -0.53 | Aug 16 2022 | 0.72 | 5.66 | 11.22 | 9.40 | 7.76 | 8.47 | -1.18 | 0.15 | 0.39 | 0.83 | -18.26 | -18.26 | -18.26 | -23.97 | -0.73 | 0.08 | 0.17 | 0.29 | -13.13 | 0.88 | 7.08 | 16.98 | 2.02 | 3.76 | 4.38 | 5.32 | |
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Edge Select Moderately Conservative Merrill Lynch |
12 | 37 | 63 | 0 | -8.89 | 4.64 | 5.49 | 6.89 | -0.15 | Aug 16 2022 | 0.99 | 4.54 | 9.37 | 7.55 | 6.19 | 6.43 | -0.95 | 0.62 | 0.89 | 1.07 | -13.99 | -13.99 | -13.99 | -20.48 | -0.64 | 0.33 | 0.39 | 0.34 | -10.09 | 6.44 | 11.65 | 16.41 | 0.79 | 1.84 | 1.95 | 2.92 | |
|
European Stocks |
1 | 100 | 0 | 0 | -15.91 | 2.88 | 6.28 | 6.86 | 0.14 | Aug 16 2022 | 0.70 | 5.00 | 17.24 | 17.81 | 15.49 | 17.44 | -0.92 | 0.16 | 0.41 | 0.39 | -21.34 | -25.65 | -25.65 | -59.77 | -0.75 | 0.11 | 0.24 | 0.11 | -16.94 | 16.88 | 6.11 | 24.86 | 1.74 | 3.49 | 2.85 | 3.99 | |
|
Lifepath Fund iShares |
6 | 40.4 | 59.6 | 0 | -8.60 | 4.76 | 5.47 | 6.81 | 0.01 | Aug 16 2022 | 1.02 | 4.39 | 9.57 | 7.84 | 6.37 | 6.59 | -0.90 | 0.61 | 0.86 | 1.03 | -14.06 | -14.06 | -14.06 | -21.23 | -0.61 | 0.34 | 0.39 | 0.32 | -10.28 | 8.05 | 11.47 | 16.20 | 1.15 | 2.31 | 2.15 | 2.76 | |
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Desert Portfolio Gyroscopic Investing |
3 | 30 | 60 | 10 | -6.52 | 5.12 | 5.00 | 6.79 | -0.07 | Aug 16 2022 | 0.87 | 3.25 | 7.29 | 5.71 | 4.84 | 5.18 | -0.89 | 0.90 | 1.03 | 1.31 | -10.69 | -10.69 | -10.69 | -10.69 | -0.61 | 0.48 | 0.47 | 0.64 | -7.78 | 5.76 | 12.96 | 14.41 | 0.45 | 0.88 | 1.23 | 1.95 | |
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All Country World 80/20 |
4 | 80 | 20 | 0 | -10.38 | 6.71 | 8.21 | 6.74 | 0.03 | Aug 16 2022 | 2.76 | 6.09 | 14.24 | 13.55 | 11.21 | 12.42 | -0.73 | 0.50 | 0.73 | 0.54 | -18.17 | -18.17 | -18.17 | -47.32 | -0.57 | 0.37 | 0.45 | 0.14 | -13.19 | 14.21 | 14.55 | 23.35 | 0.84 | 2.27 | 1.98 | 3.01 | |
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All Country World 60/40 |
4 | 60 | 40 | 0 | -10.27 | 5.38 | 6.71 | 6.69 | -0.07 | Aug 16 2022 | 2.03 | 5.23 | 11.93 | 10.81 | 8.91 | 9.73 | -0.86 | 0.50 | 0.75 | 0.69 | -16.54 | -16.54 | -16.54 | -36.70 | -0.62 | 0.33 | 0.41 | 0.18 | -12.18 | 10.14 | 12.48 | 19.89 | 0.88 | 2.41 | 2.05 | 3.13 | |
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Andrew Tobias Portfolio Andrew Tobias |
3 | 66.7 | 33.3 | 0 | -7.99 | 5.49 | 6.89 | 6.68 | 0.03 | Aug 16 2022 | 1.76 | 4.65 | 11.33 | 10.62 | 8.87 | 9.70 | -0.70 | 0.52 | 0.78 | 0.69 | -14.36 | -14.36 | -14.36 | -36.42 | -0.56 | 0.38 | 0.48 | 0.18 | -10.38 | 12.14 | 10.55 | 18.69 | 0.94 | 1.80 | 1.64 | 2.72 | |
|
Vanguard LifeStrategy Conservative Growth Vanguard |
4 | 40 | 60 | 0 | -9.33 | 4.36 | 5.38 | 6.67 | -0.06 | Aug 16 2022 | 1.10 | 4.22 | 9.16 | 7.61 | 6.23 | 6.50 | -1.02 | 0.57 | 0.86 | 1.03 | -14.02 | -14.02 | -14.02 | -21.90 | -0.67 | 0.31 | 0.38 | 0.30 | -10.38 | 6.29 | 10.90 | 15.98 | 0.85 | 2.39 | 2.03 | 3.01 | |
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Paul Boyer Portfolio Paul Boyer |
5 | 25 | 50 | 25 | -10.01 | 3.47 | 2.93 | 6.66 | 0.09 | Aug 16 2022 | 0.68 | 1.02 | 6.24 | 6.56 | 6.46 | 7.15 | -1.60 | 0.53 | 0.45 | 0.93 | -11.25 | -11.30 | -11.30 | -13.66 | -0.89 | 0.31 | 0.26 | 0.49 | -10.19 | 0.51 | 15.04 | 13.97 | 0.43 | 0.90 | 1.04 | 1.80 | |
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All Country World Stocks |
1 | 100 | 0 | 0 | -10.55 | 7.98 | 9.67 | 6.63 | 0.12 | Aug 16 2022 | 3.48 | 6.98 | 16.58 | 16.40 | 13.61 | 15.29 | -0.64 | 0.49 | 0.71 | 0.43 | -19.80 | -22.15 | -22.15 | -57.06 | -0.53 | 0.36 | 0.44 | 0.12 | -14.20 | 18.27 | 16.61 | 26.82 | 0.80 | 2.13 | 1.91 | 2.90 | |
|
Permanent Portfolio Harry Browne |
4 | 25 | 50 | 25 | -7.47 | 5.39 | 4.38 | 6.60 | 0.12 | Aug 16 2022 | 1.16 | 1.90 | 7.69 | 6.77 | 6.34 | 6.21 | -0.97 | 0.80 | 0.69 | 1.06 | -11.14 | -11.14 | -11.14 | -12.63 | -0.67 | 0.48 | 0.39 | 0.52 | -9.45 | 4.21 | 16.10 | 16.17 | 0.39 | 0.73 | 0.94 | 1.73 | |
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Larry Portfolio Larry Swedroe |
4 | 30 | 70 | 0 | -7.95 | 2.26 | 3.54 | 6.55 | -0.05 | Aug 16 2022 | 0.19 | 2.77 | 6.00 | 5.22 | 4.51 | 5.28 | -1.32 | 0.43 | 0.79 | 1.24 | -10.84 | -11.14 | -11.14 | -11.47 | -0.73 | 0.20 | 0.32 | 0.57 | -7.14 | 3.41 | 6.44 | 10.64 | 0.64 | 1.20 | 1.29 | 2.32 | |
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All Country World 40/60 |
4 | 40 | 60 | 0 | -10.24 | 3.99 | 5.16 | 6.49 | -0.16 | Aug 16 2022 | 1.31 | 4.41 | 9.69 | 8.24 | 6.77 | 7.27 | -1.06 | 0.48 | 0.76 | 0.89 | -14.92 | -14.92 | -14.92 | -25.16 | -0.69 | 0.27 | 0.35 | 0.26 | -11.17 | 6.07 | 10.42 | 16.42 | 0.91 | 2.55 | 2.13 | 3.24 | |
|
All Country World 20/80 |
4 | 20 | 80 | 0 | -10.29 | 2.53 | 3.55 | 6.16 | -0.25 | Aug 16 2022 | 0.58 | 3.61 | 7.60 | 6.04 | 4.99 | 5.28 | -1.35 | 0.42 | 0.71 | 1.17 | -13.77 | -13.77 | -13.77 | -14.04 | -0.75 | 0.18 | 0.26 | 0.44 | -10.16 | 2.00 | 8.36 | 12.96 | 0.95 | 2.69 | 2.20 | 3.36 | |
|
Stocks/Bonds 20/80 |
2 | 20 | 80 | 0 | -8.74 | 3.55 | 4.02 | 5.97 | -0.06 | Aug 16 2022 | 0.48 | 3.63 | 7.74 | 5.69 | 4.58 | 4.46 | -1.13 | 0.62 | 0.88 | 1.34 | -12.54 | -12.54 | -12.54 | -12.54 | -0.70 | 0.28 | 0.32 | 0.48 | -9.36 | 3.64 | 10.38 | 13.20 | 0.98 | 1.95 | 2.37 | 2.79 | |
|
Developed World ex-US 60/40 |
2 | 60 | 40 | 0 | -11.80 | 2.72 | 5.05 | 5.96 | -0.11 | Aug 16 2022 | 0.59 | 4.41 | 10.44 | 10.06 | 8.72 | 10.04 | -1.13 | 0.27 | 0.58 | 0.59 | -16.08 | -16.08 | -16.08 | -37.49 | -0.73 | 0.17 | 0.31 | 0.16 | -11.55 | 6.09 | 7.71 | 16.72 | 0.90 | 3.50 | 1.79 | 3.62 | |
|
Developed World ex-US 40/60 |
2 | 40 | 60 | 0 | -10.65 | 2.36 | 4.27 | 5.91 | -0.21 | Aug 16 2022 | 0.30 | 4.00 | 8.24 | 7.29 | 6.32 | 7.23 | -1.29 | 0.32 | 0.68 | 0.82 | -14.36 | -14.36 | -14.36 | -26.17 | -0.74 | 0.16 | 0.30 | 0.23 | -10.02 | 3.30 | 6.69 | 13.77 | 0.74 | 3.51 | 1.58 | 3.61 | |
|
Developed World ex-US 80/20 |
2 | 80 | 20 | 0 | -12.97 | 3.00 | 5.76 | 5.85 | -0.01 | Aug 16 2022 | 0.89 | 4.84 | 12.79 | 13.04 | 11.31 | 13.15 | -1.01 | 0.23 | 0.51 | 0.44 | -17.81 | -19.27 | -19.27 | -47.74 | -0.73 | 0.16 | 0.30 | 0.12 | -13.09 | 8.88 | 8.72 | 19.67 | 1.05 | 3.48 | 2.00 | 3.64 | |
|
Emerging Markets Stocks |
1 | 100 | 0 | 0 | -20.71 | 0.35 | 2.29 | 5.84 | -0.02 | Aug 16 2022 | 2.23 | -0.35 | 9.49 | 16.89 | 15.85 | 22.97 | -2.18 | 0.02 | 0.14 | 0.25 | -21.93 | -29.69 | -30.19 | -60.44 | -0.94 | 0.01 | 0.08 | 0.10 | -17.49 | -3.61 | 17.03 | 18.20 | 0.74 | 1.89 | 1.68 | 3.19 | |
|
Vanguard LifeStrategy Income Fund Vanguard |
4 | 20 | 80 | 0 | -9.16 | 2.86 | 3.63 | 5.84 | -0.14 | Aug 16 2022 | 0.29 | 3.41 | 7.02 | 5.29 | 4.36 | 4.38 | -1.30 | 0.54 | 0.83 | 1.33 | -12.44 | -12.44 | -12.44 | -12.44 | -0.74 | 0.23 | 0.29 | 0.47 | -9.11 | 2.15 | 8.85 | 12.26 | 0.87 | 2.45 | 2.08 | 3.06 | |
|
Dimensional Retirement Income Fund DFA |
7 | 20.4 | 79.6 | 0 | -3.70 | 4.13 | 3.51 | 5.84 | 0.01 | Aug 16 2022 | -0.04 | 3.81 | 6.48 | 4.88 | 4.20 | 4.59 | -0.57 | 0.85 | 0.84 | 1.27 | -8.69 | -8.69 | -8.69 | -12.91 | -0.43 | 0.48 | 0.40 | 0.45 | -5.22 | 7.04 | 8.69 | 10.30 | 1.85 | 3.41 | 1.56 | 2.41 | |
|
US Inflation Protection |
1 | 0 | 100 | 0 | -3.77 | 3.81 | 1.83 | 5.82 | 0.03 | Aug 16 2022 | -1.43 | 4.30 | 6.64 | 4.65 | 4.63 | 5.91 | -0.57 | 0.82 | 0.39 | 0.98 | -9.04 | -9.04 | -9.24 | -11.79 | -0.42 | 0.42 | 0.20 | 0.49 | -5.12 | 5.67 | 10.84 | 8.35 | 3.40 | 4.41 | 1.29 | 1.88 | |
|
Developed World ex-US 20/80 |
2 | 20 | 80 | 0 | -9.54 | 1.93 | 3.42 | 5.72 | -0.31 | Aug 16 2022 | 0.00 | 3.60 | 6.38 | 5.00 | 4.34 | 5.06 | -1.50 | 0.39 | 0.79 | 1.13 | -12.69 | -12.69 | -12.69 | -15.55 | -0.75 | 0.15 | 0.27 | 0.37 | -8.48 | 0.51 | 5.67 | 10.82 | 0.59 | 3.53 | 1.37 | 3.59 | |
|
All Country World Bonds |
3 | 0 | 100 | 0 | -10.42 | 1.01 | 1.90 | 5.71 | -0.34 | Aug 16 2022 | -0.14 | 2.84 | 5.88 | 4.70 | 4.05 | 4.33 | -1.77 | 0.21 | 0.47 | 1.32 | -12.90 | -13.49 | -13.49 | -13.49 | -0.81 | 0.07 | 0.14 | 0.42 | -9.15 | -2.06 | 6.30 | 9.49 | 0.99 | 2.83 | 2.27 | 3.47 | |
|
Developed World ex-US Stocks |
1 | 100 | 0 | 0 | -14.17 | 3.19 | 6.39 | 5.57 | 0.09 | Aug 16 2022 | 1.19 | 5.29 | 15.20 | 16.18 | 14.00 | 16.44 | -0.93 | 0.20 | 0.46 | 0.34 | -19.54 | -24.14 | -24.14 | -57.00 | -0.73 | 0.13 | 0.26 | 0.10 | -14.63 | 11.67 | 9.74 | 22.62 | 1.20 | 3.46 | 2.21 | 3.65 | |
|
Edge Select Conservative Merrill Lynch |
12 | 21 | 79 | 0 | -6.03 | 3.07 | 3.64 | 5.47 | -0.13 | Aug 16 2022 | 0.41 | 2.97 | 5.97 | 4.58 | 3.78 | 3.97 | -1.01 | 0.67 | 0.96 | 1.38 | -9.20 | -9.20 | -9.20 | -10.97 | -0.66 | 0.33 | 0.40 | 0.50 | -6.50 | 3.46 | 6.74 | 11.07 | 0.64 | 1.51 | 1.56 | 2.79 | |
|
Robo Advisor 20 Betterment |
12 | 19.9 | 80.1 | 0 | -6.52 | 2.30 | 2.88 | 5.42 | -0.09 | Aug 16 2022 | 0.35 | 2.15 | 4.97 | 4.12 | 3.45 | 3.99 | -1.31 | 0.56 | 0.84 | 1.36 | -8.89 | -8.89 | -8.89 | -9.97 | -0.73 | 0.26 | 0.32 | 0.54 | -6.59 | 2.61 | 6.01 | 9.57 | 0.77 | 1.60 | 1.58 | 2.70 | |
|
10-year Treasury |
1 | 0 | 100 | 0 | -9.63 | 1.27 | 1.33 | 5.40 | -0.12 | Aug 16 2022 | -1.06 | 2.96 | 6.71 | 5.88 | 5.58 | 6.60 | -1.43 | 0.22 | 0.24 | 0.82 | -12.23 | -15.19 | -15.19 | -15.19 | -0.79 | 0.08 | 0.09 | 0.36 | -7.91 | -3.33 | 10.01 | 8.03 | 0.64 | 0.80 | 1.18 | 2.22 | |
|
Total Bond Developed World ex-US |
1 | 0 | 100 | 0 | -8.47 | 1.42 | 2.48 | 5.38 | -0.41 | Aug 16 2022 | -0.30 | 3.22 | 5.31 | 3.97 | 3.52 | 4.48 | -1.60 | 0.36 | 0.71 | 1.20 | -11.32 | -11.90 | -11.90 | -11.90 | -0.75 | 0.12 | 0.21 | 0.45 | -6.94 | -2.28 | 4.65 | 7.87 | 0.44 | 3.55 | 1.16 | 3.58 | |
|
Gold |
1 | 0 | 0 | 100 | -3.37 | 6.33 | 0.48 | 5.19 | -0.18 | Aug 16 2022 | 0.80 | -2.59 | 9.44 | 12.94 | 14.69 | 15.42 | -0.36 | 0.49 | 0.03 | 0.34 | -9.16 | -13.74 | -40.97 | -42.91 | -0.37 | 0.46 | 0.01 | 0.12 | -4.01 | -4.15 | 24.81 | 17.86 | 0.00 | 0.00 | 0.00 | 0.00 | |
|
Conservative Income Charles Schwab |
6 | 5 | 95 | 0 | -5.35 | 2.12 | 1.94 | 4.75 | -0.11 | Aug 16 2022 | -0.30 | 2.68 | 4.83 | 3.61 | 3.22 | 3.40 | -1.11 | 0.59 | 0.60 | 1.40 | -8.22 | -8.22 | -8.22 | -8.22 | -0.65 | 0.26 | 0.24 | 0.58 | -5.76 | 2.43 | 5.45 | 8.37 | 1.29 | 2.26 | 1.91 | 2.80 | |
|
Total Bond US |
1 | 0 | 100 | 0 | -9.35 | 1.23 | 1.52 | 4.64 | -0.13 | Aug 16 2022 | -0.61 | 2.38 | 5.62 | 4.41 | 3.79 | 3.84 | -1.67 | 0.28 | 0.40 | 1.21 | -11.46 | -12.23 | -12.23 | -12.23 | -0.82 | 0.10 | 0.12 | 0.38 | -8.21 | -1.86 | 7.71 | 8.83 | 1.07 | 2.06 | 2.53 | 2.91 | |
|
Robo Advisor 10 Betterment |
12 | 9.9 | 90.1 | 0 | -5.05 | 1.62 | 1.82 | 4.39 | -0.07 | Aug 16 2022 | -0.07 | 1.31 | 3.15 | 2.32 | 1.95 | 2.44 | -1.60 | 0.70 | 0.93 | 1.80 | -6.46 | -6.46 | -6.46 | -6.46 | -0.78 | 0.25 | 0.28 | 0.68 | -4.69 | 0.88 | 4.71 | 6.61 | 0.57 | 1.05 | 1.36 | 2.45 | |
|
Robo Advisor 0 Betterment |
2 | 0 | 100 | 0 | -3.57 | 0.89 | 0.75 | 3.33 | -0.04 | Aug 16 2022 | -0.48 | 0.53 | 1.90 | 1.48 | 1.18 | 1.81 | -1.88 | 0.61 | 0.64 | 1.84 | -4.08 | -4.08 | -4.08 | -4.08 | -0.88 | 0.22 | 0.19 | 0.82 | -2.79 | -0.79 | 3.37 | 3.70 | 0.38 | 0.49 | 1.14 | 2.21 | |
|
Short Term Treasury |
1 | 0 | 100 | 0 | -3.31 | 0.82 | 0.66 | 3.22 | -0.08 | Aug 16 2022 | -0.51 | 0.41 | 1.73 | 1.40 | 1.10 | 1.81 | -1.91 | 0.59 | 0.60 | 1.78 | -3.71 | -3.71 | -3.71 | -3.71 | -0.89 | 0.22 | 0.18 | 0.87 | -2.59 | -0.72 | 3.03 | 3.38 | 0.32 | 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 Jul 2022.
Current inflation (annualized) is
1Y: 8.52%
, 5Y: 3.89%
, 10Y: 2.60%
, 30Y: 2.52%
Portfolio returns are updated to 31 July 2022.
Portfolio returns are updated to 31 July 2022.
Live Aug 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
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 July 2022.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 July 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 July 2022.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 July 2022.
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Jul 2022.
2022: 6.27%, 2021: 7.04%, 2020: 1.36%, 2019: 2.29%
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For further details about Dividends, click here.
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% Allocation |
Ann. Return (%) - Jul 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) | Aug 2022 | Jul 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 | -0.75 | 15.13 | 14.16 | 0.55 | Aug 16 2022 | 4.30 | 13.28 | 20.72 | 19.50 | 17.71 | -0.04 | 0.78 | 0.80 | -17.93 | -21.00 | -21.00 | -0.04 | 0.72 | 0.67 | -7.03 | 27.80 | 19.47 | 32.61 | 0.00 | 0.00 | 0.00 | 0.00 | |
|
Ark Tech Portfolio Cathie Wood |
4 | 100 | 0 | 0 | -52.96 | 7.01 | 13.40 | -2.10 | Aug 16 2022 | 11.69 | 13.16 | 34.24 | 37.54 | 33.61 | -1.55 | 0.19 | 0.40 | -59.40 | -62.99 | -62.99 | -0.89 | 0.11 | 0.21 | -43.44 | -18.06 | 149.52 | 35.21 | 0.00 | 1.03 | 2.88 | 1.23 | |
|
Stocks/Bonds 60/40 with Bitcoin |
3 | 59 | 39 | 2 | -8.61 | 8.81 | 12.67 | 0.06 |
09:58PM Aug 16 2022 |
2.68 | 6.54 | 14.14 | 13.62 | 12.79 | -0.61 | 0.65 | 0.99 | -17.79 | -17.79 | -17.79 | -0.48 | 0.50 | 0.71 | -12.42 | 15.60 | 21.52 | 23.43 | 0.77 | 1.69 | 2.00 | 2.49 | |
|
Stocks/Bonds 60/40 2x Leveraged |
2 | 60 | 40 | 0 | -14.72 | 11.49 | 12.41 | 0.18 | Aug 16 2022 | 4.01 | 12.85 | 26.81 | 22.16 | 20.21 | -0.55 | 0.52 | 0.61 | -31.35 | -31.35 | -31.35 | -0.47 | 0.37 | 0.40 | -22.53 | 33.12 | 20.45 | 43.41 | 0.03 | 0.18 | 0.40 | 1.13 | |
|
Equal Weight US Portfolio |
1 | 100 | 0 | 0 | -2.93 | 12.32 | 11.16 | 0.29 | Aug 16 2022 | 4.49 | 8.65 | 18.10 | 21.07 | 18.86 | -0.16 | 0.58 | 0.59 | -16.74 | -26.65 | -26.65 | -0.18 | 0.46 | 0.42 | -9.54 | 29.41 | 12.71 | 28.91 | 0.84 | 1.64 | 1.83 | 2.16 | |
|
Golden Butterfly with Bitcoin |
6 | 40 | 40 | 20 | -7.83 | 7.23 | 10.80 | 0.17 |
09:58PM Aug 16 2022 |
1.82 | 3.63 | 10.12 | 10.09 | 10.14 | -0.77 | 0.72 | 1.07 | -13.54 | -13.54 | -13.54 | -0.58 | 0.53 | 0.80 | -10.41 | 10.61 | 19.54 | 19.56 | 0.46 | 1.03 | 1.09 | 1.81 | |
|
Stocks/Bonds 40/60 with Bitcoin |
3 | 39 | 59 | 2 | -8.88 | 6.31 | 10.57 | -0.01 |
09:58PM Aug 16 2022 |
1.59 | 5.13 | 11.21 | 10.47 | 10.13 | -0.79 | 0.60 | 1.04 | -15.61 | -15.61 | -15.61 | -0.57 | 0.40 | 0.68 | -11.27 | 10.09 | 18.86 | 19.07 | 0.87 | 1.80 | 2.16 | 2.61 | |
|
All Weather Portfolio with Bitcoin Ray Dalio |
6 | 30 | 55 | 15 | -9.55 | 6.16 | 10.55 | 0.10 |
09:58PM Aug 16 2022 |
0.65 | 3.75 | 10.63 | 9.51 | 9.68 | -0.90 | 0.65 | 1.09 | -15.32 | -15.32 | -15.32 | -0.62 | 0.40 | 0.69 | -12.01 | 8.91 | 20.78 | 19.77 | 0.58 | 1.13 | 1.40 | 2.03 | |
|
Talmud Portfolio 2x Leveraged Roger Gibson |
3 | 66.7 | 33.3 | 0 | -13.50 | 8.76 | 10.35 | -0.06 | Aug 16 2022 | 3.68 | 13.47 | 29.47 | 24.90 | 22.02 | -0.46 | 0.35 | 0.47 | -32.60 | -32.60 | -32.60 | -0.41 | 0.27 | 0.32 | -23.52 | 46.68 | 4.10 | 44.89 | 0.03 | 0.24 | 0.51 | 1.38 | |
|
Permanent Portfolio with Bitcoin Harry Browne |
5 | 25 | 50 | 25 | -8.15 | 5.98 | 10.14 | 0.11 |
09:58PM Aug 16 2022 |
1.20 | 2.21 | 8.72 | 8.67 | 8.93 | -0.93 | 0.69 | 1.13 | -12.29 | -12.29 | -12.29 | -0.66 | 0.49 | 0.83 | -10.35 | 5.47 | 21.71 | 17.70 | 0.39 | 0.73 | 0.94 | 1.73 | |
|
Desert Portfolio with Bitcoin Gyroscopic Investing |
4 | 30 | 60 | 10 | -7.19 | 5.96 | 9.98 | -0.08 |
09:58PM Aug 16 2022 |
0.91 | 3.59 | 8.25 | 7.62 | 8.09 | -0.87 | 0.78 | 1.23 | -11.89 | -11.89 | -11.89 | -0.60 | 0.50 | 0.84 | -8.68 | 7.03 | 18.57 | 15.94 | 0.45 | 0.88 | 1.23 | 1.95 | |
|
US Stocks ESG |
1 | 100 | 0 | 0 | -10.32 | 12.98 | 9.80 | 0.13 | Aug 16 2022 | 5.18 | 9.59 | 20.60 | 19.80 | 17.88 | -0.50 | 0.66 | 0.55 | -24.04 | -24.04 | -24.04 | -0.43 | 0.54 | 0.41 | -16.75 | 26.20 | 25.67 | 33.37 | 0.44 | 0.85 | 1.38 | 1.68 | |
|
US Stocks Momentum |
1 | 100 | 0 | 0 | -17.46 | 7.13 | 9.71 | 0.12 | Aug 16 2022 | 2.83 | 10.97 | 24.94 | 21.56 | 19.44 | -0.70 | 0.33 | 0.50 | -30.28 | -30.28 | -30.28 | -0.58 | 0.24 | 0.32 | -20.05 | 7.72 | 36.60 | 33.13 | 0.00 | 0.00 | 0.15 | 0.33 | |
|
Stocks/Bonds 40/60 2x Leveraged |
2 | 40 | 60 | 0 | -15.63 | 7.43 | 8.84 | 0.08 | Aug 16 2022 | 1.79 | 10.37 | 21.08 | 15.90 | 14.29 | -0.74 | 0.47 | 0.62 | -27.71 | -27.71 | -27.71 | -0.56 | 0.27 | 0.32 | -20.22 | 19.46 | 19.91 | 33.39 | 0.02 | 0.18 | 0.47 | 1.28 | |
|
All Weather Portfolio 2x Leveraged Ray Dalio |
5 | 37.5 | 55 | 7.5 | -13.17 | 7.54 | 8.58 | 0.33 | Aug 16 2022 | 1.02 | 9.77 | 23.65 | 18.20 | 16.22 | -0.56 | 0.41 | 0.53 | -26.81 | -26.81 | -26.81 | -0.49 | 0.28 | 0.32 | -19.66 | 19.72 | 19.68 | 34.09 | 0.14 | 0.32 | 0.37 | 1.45 | |
|
Golden Butterfly 2x Leveraged |
4 | 40 | 40 | 20 | -15.00 | 7.36 | 7.95 | 0.07 | Aug 16 2022 | 2.80 | 7.65 | 19.01 | 16.41 | 15.33 | -0.79 | 0.45 | 0.52 | -24.46 | -24.46 | -24.46 | -0.61 | 0.30 | 0.32 | -18.68 | 16.84 | 19.29 | 32.73 | 0.01 | 0.11 | 0.31 | 0.90 | |
|
Desert Portfolio 2x Leveraged Gyroscopic Investing |
3 | 30 | 60 | 10 | -15.47 | 6.23 | 7.53 | 0.00 | Aug 16 2022 | 1.07 | 7.72 | 17.48 | 13.85 | 12.29 | -0.88 | 0.45 | 0.61 | -24.41 | -24.41 | -24.41 | -0.63 | 0.26 | 0.31 | -18.57 | 12.18 | 21.66 | 30.15 | 0.02 | 0.17 | 0.45 | 1.20 | |
|
Simplified Permanent Portfolio 2x Leveraged |
3 | 25 | 50 | 25 | -14.56 | 6.56 | 7.45 | -0.09 | Aug 16 2022 | 1.09 | 5.09 | 15.51 | 14.44 | 12.71 | -0.94 | 0.45 | 0.59 | -21.26 | -21.26 | -21.26 | -0.68 | 0.31 | 0.35 | -17.25 | 8.10 | 24.56 | 30.31 | 0.01 | 0.14 | 0.38 | 1.00 | |
|
Stocks/Bonds 60/40 ESG |
2 | 60 | 40 | 0 | -9.33 | 7.91 | 6.70 | -0.01 | Aug 16 2022 | 2.79 | 6.48 | 13.98 | 12.48 | 11.14 | -0.67 | 0.63 | 0.60 | -18.48 | -18.48 | -18.48 | -0.50 | 0.43 | 0.36 | -13.20 | 14.84 | 18.27 | 23.31 | 0.67 | 1.30 | 1.76 | 2.14 | |
|
Stocks/Bonds 60/40 Momentum |
2 | 60 | 40 | 0 | -14.05 | 4.50 | 6.61 | 0.02 | Aug 16 2022 | 1.46 | 7.07 | 16.26 | 14.04 | 12.56 | -0.86 | 0.32 | 0.53 | -22.55 | -22.55 | -22.55 | -0.62 | 0.20 | 0.29 | -15.31 | 3.88 | 25.05 | 23.41 | 0.43 | 0.82 | 1.10 | 1.36 | |
|
Stocks/Bonds 40/60 ESG |
2 | 40 | 60 | 0 | -9.07 | 5.22 | 4.96 | -0.08 | Aug 16 2022 | 1.60 | 5.07 | 10.82 | 9.13 | 8.03 | -0.84 | 0.57 | 0.62 | -15.70 | -15.70 | -15.70 | -0.58 | 0.33 | 0.32 | -11.43 | 9.16 | 14.57 | 18.28 | 0.78 | 1.53 | 1.96 | 2.38 | |
|
Stocks/Bonds 40/60 Momentum |
2 | 40 | 60 | 0 | -12.42 | 3.04 | 4.92 | -0.03 | Aug 16 2022 | 0.77 | 5.38 | 12.21 | 10.53 | 9.29 | -1.02 | 0.29 | 0.53 | -18.59 | -18.59 | -18.59 | -0.67 | 0.16 | 0.26 | -12.95 | 1.97 | 19.27 | 18.55 | 0.64 | 1.24 | 1.58 | 1.88 | |
|
Developed World ex-US Stocks Momentum |
1 | 100 | 0 | 0 | -16.21 | 4.71 | 4.01 | 0.19 | Aug 16 2022 | 0.16 | 3.11 | 16.07 | 15.71 | 14.58 | -1.01 | 0.30 | 0.27 | -20.40 | -20.40 | -20.40 | -0.79 | 0.23 | 0.20 | -17.65 | 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 | -12.99 | 2.42 | 3.25 | -0.05 | Aug 16 2022 | -0.02 | 3.15 | 10.69 | 10.33 | 9.36 | -1.21 | 0.23 | 0.35 | -16.10 | -16.10 | -16.10 | -0.81 | 0.15 | 0.20 | -13.36 | 3.05 | 15.15 | 17.85 | 0.93 | 4.73 | 1.17 | 3.00 | |
|
Developed World ex-US 40/60 Momentum |
2 | 40 | 60 | 0 | -11.44 | 1.18 | 2.73 | -0.17 | Aug 16 2022 | -0.11 | 3.18 | 8.27 | 7.85 | 6.95 | -1.38 | 0.15 | 0.39 | -14.31 | -14.31 | -14.31 | -0.80 | 0.08 | 0.19 | -11.22 | 1.27 | 11.65 | 14.52 | 0.76 | 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
