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
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.
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
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.

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.

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.
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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 (%)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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.
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
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.

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.

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.
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 (%)
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
Returns refer to investiments in US Dollars.
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