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 28 February 2023
Live Update at Mar 20 2023, 07:58PM Eastern Time
Live Update at Mar 20 2023, 07:58PM Eastern Time
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2023.
Current inflation (annualized) is
1Y: 6.04%
, 5Y: 3.86%
, 10Y: 2.63%
, 30Y: 2.51%
Portfolio returns are updated to 28 February 2023.
Portfolio returns are updated to 28 February 2023.
Live Mar 2023 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 28 February 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 28 February 2023.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 28 February 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 28 February 2023.
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2023.
2023: 1.36%, 2022: 6.45%, 2021: 7.04%, 2020: 1.36%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Feb 28, 2023 |
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) | Mar 2023 | Feb 2023 | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 2023 | 2022 | 2021 | 2020 | 2023 | 2022 | 2021 | 2020 | |
Technology |
1 | 100 | 0 | 0 | -14.73 | 12.69 | 16.97 | 13.03 | 0.20 |
04:00PM Mar 20 2023 |
4.23 | -0.36 | 28.52 | 21.79 | 17.77 | 23.91 | -0.52 | 0.58 | 0.96 | 0.55 | -26.10 | -32.58 | -32.58 | -81.08 | -0.56 | 0.39 | 0.52 | 0.16 | 10.24 | -32.58 | 27.42 | 48.40 | 0.00 | 0.54 | 0.54 | 0.64 | |
US Stocks Momentum |
1 | 100 | 0 | 0 | -11.88 | 6.15 | 12.55 | 11.99 | 1.75 |
04:00PM Mar 20 2023 |
-2.71 | -4.04 | 21.99 | 18.76 | 15.14 | 15.12 | -0.54 | 0.33 | 0.83 | 0.79 | -21.23 | -30.16 | -30.16 | -53.85 | -0.56 | 0.20 | 0.42 | 0.22 | -4.56 | -18.26 | 13.37 | 29.85 | 0.00 | 1.45 | 0.62 | 1.07 | |
Stocks/Bonds 80/20 Momentum |
2 | 80 | 20 | 0 | -11.52 | 5.12 | 10.38 | 10.78 | 1.31 |
04:00PM Mar 20 2023 |
-1.75 | -3.80 | 18.21 | 15.49 | 12.47 | 12.19 | -0.63 | 0.33 | 0.83 | 0.88 | -18.80 | -27.23 | -27.23 | -43.61 | -0.61 | 0.19 | 0.38 | 0.25 | -3.59 | -17.23 | 10.32 | 25.42 | 0.00 | 1.61 | 0.91 | 1.36 | |
US Stocks |
1 | 100 | 0 | 0 | -8.31 | 9.34 | 11.82 | 9.64 | 0.87 |
04:00PM Mar 20 2023 |
-1.32 | -2.40 | 22.93 | 19.00 | 15.19 | 15.38 | -0.36 | 0.49 | 0.78 | 0.63 | -20.52 | -24.81 | -24.81 | -50.84 | -0.40 | 0.38 | 0.48 | 0.19 | 4.36 | -19.51 | 25.67 | 21.03 | 0.00 | 1.33 | 1.51 | 1.71 | |
US Stocks Value |
1 | 100 | 0 | 0 | 1.47 | 8.75 | 10.43 | 9.57 | 0.98 |
03:59PM Mar 20 2023 |
-2.90 | -3.08 | 21.65 | 18.79 | 15.17 | 15.20 | 0.07 | 0.47 | 0.69 | 0.63 | -16.52 | -26.06 | -26.06 | -55.41 | 0.09 | 0.34 | 0.40 | 0.17 | 3.98 | -5.39 | 25.21 | 1.55 | 0.00 | 2.07 | 2.32 | 2.40 | |
US Stocks Minimum Volatility |
1 | 100 | 0 | 0 | -2.63 | 8.15 | 10.61 | 9.51 | 1.16 |
04:00PM Mar 20 2023 |
0.20 | -3.50 | 16.83 | 14.84 | 12.10 | 13.66 | -0.16 | 0.55 | 0.88 | 0.70 | -14.10 | -19.06 | -19.06 | -43.27 | -0.19 | 0.43 | 0.56 | 0.22 | -2.02 | -9.42 | 20.84 | 5.64 | 0.00 | 1.45 | 1.52 | 1.89 | |
Stocks/Bonds 60/40 Momentum |
2 | 60 | 40 | 0 | -11.14 | 4.04 | 8.15 | 9.38 | 0.88 |
04:00PM Mar 20 2023 |
-0.79 | -3.57 | 14.84 | 12.33 | 9.88 | 9.41 | -0.75 | 0.33 | 0.83 | 1.00 | -16.38 | -24.21 | -24.21 | -32.52 | -0.68 | 0.17 | 0.34 | 0.29 | -2.61 | -16.20 | 7.27 | 20.99 | 0.00 | 1.76 | 1.20 | 1.65 | |
Sheltered Sam 100/0 Bill Bernstein |
10 | 97 | 0 | 3 | -4.76 | 6.91 | 9.01 | 9.26 | 1.16 |
04:00PM Mar 20 2023 |
-3.59 | -3.32 | 21.30 | 18.08 | 14.46 | 15.17 | -0.22 | 0.38 | 0.62 | 0.61 | -19.46 | -25.40 | -25.40 | -54.91 | -0.24 | 0.27 | 0.35 | 0.17 | 3.71 | -12.59 | 23.26 | 7.92 | 0.00 | 2.02 | 2.43 | 2.06 | |
Warren Buffett Portfolio Warren Buffett |
2 | 90 | 10 | 0 | -8.07 | 8.84 | 11.01 | 9.21 | 0.77 |
04:00PM Mar 20 2023 |
-0.16 | -2.27 | 20.43 | 16.75 | 13.39 | 13.51 | -0.40 | 0.53 | 0.82 | 0.68 | -18.96 | -23.08 | -23.08 | -45.52 | -0.43 | 0.38 | 0.48 | 0.20 | 3.50 | -18.29 | 24.59 | 19.19 | 0.00 | 1.31 | 1.38 | 1.67 | |
Aggressive Global Income |
4 | 80 | 20 | 0 | -3.83 | 4.22 | 5.98 | 8.99 | 0.51 |
04:00PM Mar 20 2023 |
-3.79 | -2.64 | 18.59 | 15.26 | 12.58 | 14.36 | -0.21 | 0.28 | 0.48 | 0.63 | -17.02 | -23.84 | -23.84 | -52.63 | -0.23 | 0.18 | 0.25 | 0.17 | 2.80 | -8.43 | 17.07 | -1.13 | 0.02 | 3.49 | 3.67 | 3.52 | |
Sheltered Sam 90/10 Bill Bernstein |
12 | 87.3 | 10 | 2.7 | -4.91 | 6.41 | 8.24 | 8.85 | 1.04 |
04:00PM Mar 20 2023 |
-3.08 | -3.12 | 19.49 | 16.30 | 13.04 | 13.61 | -0.25 | 0.39 | 0.63 | 0.65 | -18.11 | -22.65 | -22.65 | -50.12 | -0.27 | 0.28 | 0.36 | 0.18 | 3.35 | -12.09 | 21.12 | 7.74 | 0.00 | 2.12 | 2.38 | 1.97 | |
Stocks/Bonds 80/20 |
2 | 80 | 20 | 0 | -8.61 | 7.70 | 9.78 | 8.84 | 0.61 |
04:00PM Mar 20 2023 |
-0.64 | -2.50 | 19.51 | 15.63 | 12.43 | 12.34 | -0.44 | 0.49 | 0.79 | 0.72 | -18.26 | -22.75 | -22.75 | -41.09 | -0.47 | 0.34 | 0.43 | 0.22 | 3.55 | -18.23 | 20.16 | 18.36 | 0.00 | 1.51 | 1.62 | 1.87 | |
Robust Alpha Architect |
8 | 70 | 20 | 10 | -6.78 | 5.02 | 6.97 | 8.81 | 1.05 |
04:00PM Mar 20 2023 |
-2.93 | -3.39 | 15.79 | 13.77 | 10.94 | 10.97 | -0.43 | 0.36 | 0.64 | 0.80 | -16.41 | -19.09 | -19.09 | -44.20 | -0.41 | 0.26 | 0.37 | 0.20 | 0.12 | -10.29 | 17.40 | 7.53 | 0.00 | 1.83 | 1.61 | 1.55 | |
Simple Path to Wealth JL Collins |
2 | 75 | 25 | 0 | -8.69 | 7.28 | 9.26 | 8.61 | 0.54 |
04:00PM Mar 20 2023 |
-0.47 | -2.52 | 18.69 | 14.81 | 11.76 | 11.61 | -0.46 | 0.49 | 0.79 | 0.74 | -17.70 | -22.24 | -22.24 | -38.53 | -0.49 | 0.33 | 0.42 | 0.22 | 3.35 | -17.91 | 18.79 | 17.70 | 0.00 | 1.56 | 1.65 | 1.92 | |
Ultimate Buy and Hold Strategy Paul Merriman |
10 | 100 | 0 | 0 | -6.01 | 4.42 | 7.43 | 8.54 | 1.15 |
04:00PM Mar 20 2023 |
-4.00 | -3.31 | 22.03 | 18.63 | 14.96 | 15.60 | -0.27 | 0.24 | 0.50 | 0.55 | -21.04 | -27.54 | -27.54 | -57.21 | -0.29 | 0.16 | 0.27 | 0.15 | 4.81 | -15.37 | 19.37 | 6.40 | 0.00 | 2.27 | 2.79 | 2.06 | |
Robo Advisor 100 Betterment |
6 | 100 | 0 | 0 | -6.19 | 5.58 | 8.20 | 8.51 | 1.10 |
04:00PM Mar 20 2023 |
-2.53 | -3.49 | 21.81 | 17.98 | 14.63 | 15.75 | -0.28 | 0.31 | 0.56 | 0.54 | -20.35 | -24.17 | -24.17 | -54.55 | -0.30 | 0.23 | 0.34 | 0.16 | 4.02 | -15.26 | 18.02 | 12.47 | 0.00 | 1.83 | 2.34 | 1.94 | |
Mid-Fifties Burton Malkiel |
8 | 80 | 20 | 0 | -8.31 | 5.03 | 6.77 | 8.51 | 0.76 |
04:00PM Mar 20 2023 |
-1.45 | -3.77 | 19.00 | 14.92 | 12.09 | 12.91 | -0.44 | 0.34 | 0.56 | 0.66 | -19.04 | -24.05 | -24.05 | -46.21 | -0.44 | 0.21 | 0.28 | 0.18 | 2.74 | -17.33 | 15.75 | 11.71 | 0.04 | 2.08 | 2.30 | 2.23 | |
Late Thirties to Early Forties Burton Malkiel |
8 | 85 | 15 | 0 | -8.27 | 5.11 | 7.02 | 8.45 | 0.80 |
04:00PM Mar 20 2023 |
-1.46 | -3.75 | 19.43 | 15.42 | 12.54 | 13.54 | -0.43 | 0.33 | 0.56 | 0.62 | -19.37 | -24.26 | -24.26 | -48.28 | -0.43 | 0.21 | 0.29 | 0.17 | 2.99 | -17.38 | 15.84 | 12.75 | 0.03 | 1.97 | 2.23 | 2.11 | |
Sheltered Sam 80/20 Bill Bernstein |
12 | 77.6 | 20 | 2.4 | -5.06 | 5.90 | 7.45 | 8.41 | 0.92 |
04:00PM Mar 20 2023 |
-2.56 | -2.91 | 17.72 | 14.55 | 11.65 | 12.09 | -0.29 | 0.41 | 0.64 | 0.70 | -16.77 | -19.89 | -19.89 | -45.06 | -0.30 | 0.30 | 0.37 | 0.19 | 3.00 | -11.58 | 18.98 | 7.57 | 0.00 | 2.23 | 2.33 | 1.87 | |
Robo Advisor 90 Betterment |
11 | 90.1 | 9.9 | 0 | -7.05 | 5.09 | 7.59 | 8.37 | 0.87 |
04:00PM Mar 20 2023 |
-2.25 | -3.48 | 20.48 | 16.64 | 13.49 | 14.39 | -0.34 | 0.31 | 0.56 | 0.58 | -19.57 | -23.36 | -23.36 | -50.07 | -0.36 | 0.22 | 0.33 | 0.17 | 3.57 | -15.33 | 16.04 | 12.42 | 0.01 | 1.95 | 2.36 | 1.94 | |
Mid-Twenties Burton Malkiel |
8 | 87 | 13 | 0 | -8.44 | 5.04 | 7.02 | 8.37 | 0.82 |
04:00PM Mar 20 2023 |
-1.49 | -3.79 | 19.68 | 15.67 | 12.76 | 13.87 | -0.43 | 0.32 | 0.55 | 0.60 | -19.65 | -24.50 | -24.50 | -49.50 | -0.43 | 0.21 | 0.29 | 0.17 | 3.16 | -17.64 | 15.90 | 12.95 | 0.03 | 1.94 | 2.22 | 2.07 | |
Edge Select Aggressive Merrill Lynch |
12 | 84 | 16 | 0 | -8.54 | 5.96 | 8.11 | 8.34 | 0.63 |
04:00PM Mar 20 2023 |
-0.55 | -3.12 | 19.43 | 15.43 | 12.56 | 13.17 | -0.44 | 0.39 | 0.65 | 0.63 | -19.05 | -23.81 | -23.81 | -45.65 | -0.45 | 0.25 | 0.34 | 0.18 | 3.90 | -17.87 | 15.74 | 17.62 | 0.02 | 1.69 | 1.85 | 1.73 | |
Late Sixties and Beyond Burton Malkiel |
8 | 71 | 29 | 0 | -7.64 | 5.02 | 6.39 | 8.34 | 0.68 |
04:00PM Mar 20 2023 |
-1.37 | -3.56 | 17.40 | 13.62 | 11.00 | 11.59 | -0.44 | 0.37 | 0.58 | 0.72 | -17.54 | -22.44 | -22.44 | -41.80 | -0.44 | 0.22 | 0.28 | 0.20 | 2.34 | -16.23 | 15.40 | 10.03 | 0.07 | 2.16 | 2.25 | 2.27 | |
Yale Endowment David Swensen |
6 | 70 | 30 | 0 | -12.28 | 4.99 | 6.28 | 8.23 | 0.56 |
04:00PM Mar 20 2023 |
-0.91 | -3.79 | 19.11 | 13.45 | 10.95 | 10.84 | -0.64 | 0.37 | 0.57 | 0.76 | -20.66 | -25.53 | -25.53 | -39.48 | -0.59 | 0.20 | 0.25 | 0.21 | 3.35 | -21.08 | 17.53 | 12.03 | 0.00 | 2.58 | 2.65 | 2.12 | |
Robo Advisor 80 Betterment |
10 | 80 | 20 | 0 | -7.49 | 4.52 | 6.88 | 8.18 | 0.75 |
04:00PM Mar 20 2023 |
-1.78 | -3.38 | 19.17 | 15.17 | 12.28 | 13.01 | -0.39 | 0.30 | 0.56 | 0.63 | -18.66 | -22.63 | -22.63 | -45.47 | -0.40 | 0.20 | 0.30 | 0.18 | 3.23 | -15.27 | 13.94 | 11.77 | 0.01 | 2.03 | 2.47 | 1.97 | |
Second Grader's Starter Paul Farrell |
3 | 90 | 10 | 0 | -8.15 | 6.35 | 8.58 | 8.15 | 0.78 |
04:00PM Mar 20 2023 |
-1.11 | -3.05 | 20.39 | 16.38 | 13.26 | 13.77 | -0.40 | 0.39 | 0.65 | 0.59 | -19.73 | -24.21 | -24.21 | -48.52 | -0.41 | 0.26 | 0.35 | 0.17 | 3.82 | -17.70 | 17.70 | 16.72 | 0.00 | 1.80 | 2.09 | 1.94 | |
Seven Value Scott Burns |
7 | 71.5 | 28.5 | 0 | -1.78 | 6.87 | 6.68 | 8.14 | 0.77 |
04:00PM Mar 20 2023 |
-2.07 | -3.69 | 19.51 | 14.65 | 11.62 | 11.26 | -0.09 | 0.47 | 0.58 | 0.72 | -14.49 | -20.44 | -20.44 | -41.22 | -0.12 | 0.34 | 0.33 | 0.20 | 1.28 | -3.63 | 22.53 | 1.86 | 0.02 | 3.17 | 3.60 | 2.32 | |
Talmud Portfolio Roger Gibson |
3 | 66.7 | 33.3 | 0 | -10.39 | 5.99 | 6.71 | 8.06 | 0.53 |
04:00PM Mar 20 2023 |
-1.40 | -3.75 | 17.62 | 13.38 | 10.82 | 10.67 | -0.59 | 0.45 | 0.62 | 0.76 | -18.15 | -22.88 | -22.88 | -40.17 | -0.57 | 0.26 | 0.29 | 0.20 | 2.87 | -19.62 | 21.44 | 8.02 | 0.00 | 2.13 | 2.37 | 2.63 | |
Core Four Rick Ferri |
4 | 80 | 20 | 0 | -8.74 | 5.82 | 7.62 | 7.96 | 0.66 |
04:00PM Mar 20 2023 |
-1.04 | -3.27 | 18.96 | 14.78 | 11.86 | 12.09 | -0.46 | 0.39 | 0.64 | 0.66 | -18.87 | -23.46 | -23.46 | -44.44 | -0.46 | 0.25 | 0.32 | 0.18 | 3.41 | -17.83 | 17.18 | 13.93 | 0.00 | 1.93 | 2.20 | 2.14 | |
Sheltered Sam 70/30 Bill Bernstein |
12 | 67.9 | 30 | 2.1 | -5.21 | 5.37 | 6.66 | 7.95 | 0.80 |
04:00PM Mar 20 2023 |
-2.04 | -2.69 | 15.98 | 12.84 | 10.28 | 10.60 | -0.33 | 0.42 | 0.65 | 0.75 | -15.43 | -17.80 | -17.80 | -39.73 | -0.34 | 0.30 | 0.37 | 0.20 | 2.64 | -11.08 | 16.83 | 7.39 | 0.00 | 2.34 | 2.28 | 1.77 | |
Family Taxable Portfolio Ted Aronson |
11 | 70 | 30 | 0 | -10.12 | 4.00 | 6.28 | 7.94 | 0.62 |
04:00PM Mar 20 2023 |
-1.45 | -3.26 | 18.97 | 13.86 | 11.19 | 11.56 | -0.53 | 0.29 | 0.56 | 0.69 | -19.37 | -23.76 | -23.76 | -38.46 | -0.52 | 0.17 | 0.26 | 0.21 | 3.62 | -17.99 | 11.93 | 14.59 | 0.00 | 2.45 | 2.47 | 1.80 | |
Six Ways from Sunday Scott Burns |
6 | 66.7 | 33.3 | 0 | -2.00 | 6.61 | 5.93 | 7.90 | 0.66 |
04:00PM Mar 20 2023 |
-1.82 | -3.77 | 19.52 | 14.29 | 11.35 | 10.87 | -0.10 | 0.46 | 0.52 | 0.73 | -14.34 | -19.67 | -19.67 | -39.14 | -0.14 | 0.34 | 0.30 | 0.20 | 1.57 | -3.84 | 21.86 | 1.75 | 0.02 | 3.30 | 3.75 | 2.27 | |
Stocks/Bonds 60/40 |
2 | 60 | 40 | 0 | -8.93 | 6.00 | 7.69 | 7.88 | 0.35 |
04:00PM Mar 20 2023 |
0.04 | -2.60 | 16.33 | 12.41 | 9.79 | 9.46 | -0.55 | 0.48 | 0.79 | 0.83 | -16.01 | -20.69 | -20.69 | -30.55 | -0.56 | 0.29 | 0.37 | 0.26 | 2.74 | -16.95 | 14.66 | 15.70 | 0.00 | 1.69 | 1.73 | 2.04 | |
Lazy Portfolio David Swensen |
6 | 70 | 30 | 0 | -9.87 | 5.11 | 6.07 | 7.88 | 0.63 |
04:00PM Mar 20 2023 |
-1.09 | -3.53 | 17.26 | 12.95 | 10.50 | 10.78 | -0.57 | 0.39 | 0.58 | 0.73 | -18.09 | -22.43 | -22.43 | -40.89 | -0.55 | 0.23 | 0.27 | 0.19 | 2.78 | -17.86 | 17.34 | 10.56 | 0.00 | 2.52 | 2.51 | 2.03 | |
Edge Select Moderately Aggressive Merrill Lynch |
12 | 69 | 31 | 0 | -8.70 | 5.20 | 7.05 | 7.86 | 0.43 |
04:00PM Mar 20 2023 |
-0.05 | -3.08 | 17.60 | 13.35 | 10.80 | 11.04 | -0.49 | 0.39 | 0.65 | 0.71 | -17.44 | -22.31 | -22.31 | -38.23 | -0.50 | 0.23 | 0.32 | 0.21 | 3.29 | -17.08 | 12.88 | 16.02 | 0.04 | 1.79 | 1.82 | 1.86 | |
Couch Potato Scott Burns |
2 | 50 | 50 | 0 | -9.86 | 5.93 | 6.60 | 7.85 | 0.48 |
04:00PM Mar 20 2023 |
0.06 | -1.89 | 15.67 | 11.38 | 9.00 | 8.66 | -0.63 | 0.52 | 0.73 | 0.91 | -16.22 | -19.77 | -19.77 | -27.04 | -0.61 | 0.30 | 0.33 | 0.29 | 2.53 | -16.31 | 15.67 | 15.93 | 0.00 | 3.61 | 2.96 | 1.50 | |
Four Funds Bogleheads |
4 | 80 | 20 | 0 | -8.46 | 5.66 | 7.54 | 7.83 | 0.70 |
04:00PM Mar 20 2023 |
-0.84 | -2.96 | 18.98 | 14.83 | 12.00 | 12.36 | -0.45 | 0.38 | 0.63 | 0.63 | -18.86 | -23.20 | -23.20 | -44.08 | -0.45 | 0.24 | 0.33 | 0.18 | 3.46 | -17.06 | 15.70 | 15.71 | 0.00 | 2.25 | 2.38 | 1.89 | |
Stocks/Bonds 40/60 Momentum |
2 | 40 | 60 | 0 | -10.76 | 2.91 | 5.86 | 7.82 | 0.44 |
04:00PM Mar 20 2023 |
0.16 | -3.34 | 12.02 | 9.38 | 7.46 | 6.84 | -0.90 | 0.31 | 0.79 | 1.14 | -13.97 | -21.11 | -21.11 | -21.11 | -0.77 | 0.14 | 0.28 | 0.37 | -1.63 | -15.17 | 4.23 | 16.57 | 0.00 | 1.92 | 1.48 | 1.95 | |
Gone Fishin' Portfolio Alexander Green |
10 | 65 | 30 | 5 | -8.50 | 4.10 | 5.62 | 7.77 | 0.64 |
04:00PM Mar 20 2023 |
-1.50 | -3.39 | 17.74 | 13.62 | 11.00 | 12.03 | -0.48 | 0.30 | 0.51 | 0.65 | -17.95 | -21.98 | -21.98 | -43.02 | -0.47 | 0.19 | 0.26 | 0.18 | 3.07 | -15.58 | 11.58 | 12.37 | 0.00 | 2.48 | 2.60 | 2.16 | |
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
5 | 70 | 30 | 0 | -8.71 | 5.55 | 6.95 | 7.75 | 0.61 |
04:00PM Mar 20 2023 |
-0.90 | -2.98 | 18.11 | 13.58 | 10.83 | 10.66 | -0.48 | 0.41 | 0.64 | 0.73 | -18.33 | -22.74 | -22.74 | -39.55 | -0.48 | 0.24 | 0.31 | 0.20 | 3.32 | -17.43 | 16.85 | 12.52 | 0.00 | 2.33 | 2.50 | 2.13 | |
Three Funds Bogleheads |
3 | 80 | 20 | 0 | -8.31 | 5.50 | 7.55 | 7.73 | 0.65 |
04:00PM Mar 20 2023 |
-0.77 | -3.10 | 18.86 | 14.74 | 11.92 | 12.29 | -0.44 | 0.37 | 0.63 | 0.63 | -18.60 | -23.18 | -23.18 | -43.68 | -0.45 | 0.24 | 0.33 | 0.18 | 3.42 | -17.06 | 14.95 | 15.39 | 0.00 | 1.89 | 2.15 | 2.02 | |
LifeStrategy Growth Fund Vanguard |
4 | 80 | 20 | 0 | -8.27 | 5.34 | 7.43 | 7.68 | 0.67 |
04:00PM Mar 20 2023 |
-0.74 | -3.06 | 18.80 | 14.68 | 11.90 | 12.32 | -0.44 | 0.36 | 0.62 | 0.62 | -18.58 | -23.11 | -23.11 | -44.18 | -0.45 | 0.23 | 0.32 | 0.17 | 3.44 | -16.96 | 14.57 | 15.01 | 0.01 | 1.85 | 2.27 | 1.95 | |
Golden Butterfly |
5 | 40 | 40 | 20 | -8.14 | 5.07 | 5.53 | 7.66 | 0.23 |
04:00PM Mar 20 2023 |
0.73 | -3.13 | 13.80 | 9.56 | 7.89 | 7.52 | -0.59 | 0.53 | 0.70 | 1.02 | -15.62 | -17.79 | -17.79 | -17.79 | -0.52 | 0.29 | 0.31 | 0.43 | 3.28 | -13.35 | 9.35 | 13.93 | 0.00 | 1.13 | 1.03 | 1.09 | |
Coffeehouse Bill Schultheis |
7 | 60 | 40 | 0 | -7.21 | 4.76 | 6.23 | 7.64 | 0.54 |
04:00PM Mar 20 2023 |
-1.96 | -3.04 | 16.30 | 12.34 | 9.78 | 9.53 | -0.44 | 0.39 | 0.64 | 0.80 | -15.68 | -19.65 | -19.65 | -33.93 | -0.46 | 0.24 | 0.32 | 0.23 | 3.07 | -14.38 | 15.24 | 7.45 | 0.00 | 2.05 | 2.31 | 2.25 | |
Long Term Portfolio Ben Stein |
6 | 80 | 20 | 0 | -5.37 | 5.20 | 6.79 | 7.64 | 0.85 |
04:00PM Mar 20 2023 |
-2.21 | -2.84 | 17.42 | 14.34 | 11.61 | 12.36 | -0.31 | 0.36 | 0.58 | 0.62 | -16.82 | -20.52 | -20.52 | -45.92 | -0.32 | 0.25 | 0.33 | 0.17 | 4.04 | -14.26 | 16.72 | 9.40 | 0.07 | 1.73 | 1.92 | 1.66 | |
No Brainer Portfolio Bill Bernstein |
4 | 75 | 25 | 0 | -5.47 | 5.26 | 7.18 | 7.60 | 0.80 |
04:00PM Mar 20 2023 |
-2.08 | -2.27 | 16.86 | 14.06 | 11.36 | 11.65 | -0.32 | 0.37 | 0.63 | 0.65 | -15.67 | -19.76 | -19.76 | -40.40 | -0.35 | 0.27 | 0.36 | 0.19 | 3.95 | -13.89 | 15.39 | 11.61 | 0.00 | 1.58 | 1.74 | 1.53 | |
Perfect Portfolio Ben Stein |
7 | 80 | 20 | 0 | -4.46 | 5.68 | 7.02 | 7.54 | 0.73 |
04:00PM Mar 20 2023 |
-1.33 | -3.08 | 17.47 | 14.22 | 11.57 | 12.33 | -0.26 | 0.40 | 0.61 | 0.61 | -16.01 | -18.62 | -18.62 | -44.81 | -0.28 | 0.30 | 0.38 | 0.17 | 2.86 | -11.28 | 16.52 | 10.46 | 0.07 | 1.87 | 1.92 | 1.69 | |
Pinwheel |
8 | 65 | 25 | 10 | -6.55 | 4.67 | 5.35 | 7.51 | 0.66 |
04:00PM Mar 20 2023 |
-0.98 | -3.53 | 15.77 | 12.04 | 9.80 | 10.43 | -0.42 | 0.39 | 0.55 | 0.72 | -16.31 | -19.49 | -19.49 | -36.89 | -0.40 | 0.24 | 0.27 | 0.20 | 3.20 | -13.57 | 13.53 | 9.12 | 0.04 | 1.60 | 1.79 | 1.62 | |
Sheltered Sam 60/40 Bill Bernstein |
12 | 58.2 | 40 | 1.8 | -5.36 | 4.84 | 5.85 | 7.45 | 0.68 |
04:00PM Mar 20 2023 |
-1.53 | -2.48 | 14.27 | 11.16 | 8.94 | 9.15 | -0.38 | 0.43 | 0.65 | 0.81 | -14.09 | -16.49 | -16.49 | -34.12 | -0.38 | 0.29 | 0.35 | 0.22 | 2.28 | -10.58 | 14.69 | 7.21 | 0.00 | 2.45 | 2.23 | 1.68 | |
Gretchen Tai Portfolio Gretchen Tai |
9 | 70 | 30 | 0 | -9.28 | 3.89 | 5.74 | 7.45 | 0.57 |
04:00PM Mar 20 2023 |
-1.14 | -3.37 | 18.56 | 13.72 | 11.13 | 11.61 | -0.50 | 0.28 | 0.52 | 0.64 | -18.99 | -23.59 | -23.59 | -41.80 | -0.49 | 0.16 | 0.24 | 0.18 | 3.32 | -17.30 | 12.15 | 12.24 | 0.00 | 2.43 | 2.69 | 2.16 | |
Robo Advisor 50 Betterment |
10 | 49.9 | 50.1 | 0 | -8.31 | 2.85 | 4.72 | 7.45 | 0.47 |
04:00PM Mar 20 2023 |
-0.40 | -2.95 | 15.32 | 11.02 | 8.86 | 9.24 | -0.54 | 0.26 | 0.53 | 0.81 | -16.10 | -20.25 | -20.25 | -30.72 | -0.52 | 0.14 | 0.23 | 0.24 | 2.28 | -14.79 | 7.95 | 9.50 | 0.02 | 2.29 | 2.80 | 2.06 | |
Tilt Toward Value Time Inc |
7 | 60 | 40 | 0 | -8.38 | 4.59 | 6.05 | 7.42 | 0.48 |
04:00PM Mar 20 2023 |
-0.83 | -3.13 | 16.00 | 11.84 | 9.43 | 9.30 | -0.52 | 0.39 | 0.64 | 0.80 | -16.17 | -20.45 | -20.45 | -34.63 | -0.52 | 0.22 | 0.30 | 0.21 | 2.72 | -15.72 | 13.78 | 9.48 | 0.01 | 1.99 | 2.43 | 2.18 | |
Marc Faber Portfolio Marc Faber |
6 | 50 | 25 | 25 | -8.88 | 5.35 | 4.67 | 7.39 | 0.41 |
04:00PM Mar 20 2023 |
1.08 | -4.45 | 15.34 | 11.20 | 9.50 | 9.55 | -0.58 | 0.48 | 0.49 | 0.77 | -17.43 | -19.93 | -19.93 | -28.82 | -0.51 | 0.27 | 0.23 | 0.26 | 2.05 | -14.67 | 12.98 | 11.15 | 0.00 | 1.71 | 1.94 | 2.02 | |
European Stocks |
1 | 100 | 0 | 0 | -0.96 | 3.75 | 5.42 | 7.38 | 1.58 |
04:00PM Mar 20 2023 |
-2.88 | -1.71 | 25.84 | 19.99 | 16.79 | 17.83 | -0.04 | 0.19 | 0.32 | 0.41 | -24.11 | -30.98 | -30.98 | -59.77 | -0.04 | 0.12 | 0.18 | 0.12 | 7.68 | -16.00 | 16.88 | 6.11 | 0.00 | 2.67 | 3.49 | 2.85 | |
Five Fold Scott Burns |
5 | 60 | 40 | 0 | -9.91 | 4.43 | 5.29 | 7.37 | 0.61 |
04:00PM Mar 20 2023 |
-0.76 | -3.15 | 16.32 | 11.85 | 9.62 | 9.66 | -0.61 | 0.37 | 0.55 | 0.76 | -17.44 | -21.60 | -21.60 | -37.94 | -0.57 | 0.21 | 0.25 | 0.19 | 2.75 | -17.44 | 15.57 | 8.59 | 0.03 | 2.79 | 3.25 | 2.00 | |
Five Asset Roger Gibson |
6 | 60 | 20 | 20 | -6.87 | 6.02 | 5.20 | 7.34 | 0.62 |
04:00PM Mar 20 2023 |
-1.98 | -3.94 | 16.18 | 13.44 | 10.79 | 11.23 | -0.42 | 0.45 | 0.48 | 0.65 | -16.29 | -19.30 | -19.30 | -44.75 | -0.42 | 0.31 | 0.27 | 0.16 | 1.82 | -11.00 | 22.77 | 5.29 | 0.01 | 1.88 | 2.16 | 1.93 | |
Margaritaville Scott Burns |
3 | 67 | 33 | 0 | -9.00 | 4.69 | 5.94 | 7.32 | 0.66 |
04:00PM Mar 20 2023 |
-0.56 | -2.74 | 17.33 | 12.89 | 10.52 | 10.79 | -0.52 | 0.36 | 0.56 | 0.68 | -18.04 | -21.96 | -21.96 | -38.70 | -0.50 | 0.21 | 0.27 | 0.19 | 3.01 | -16.10 | 13.33 | 14.40 | 0.00 | 3.25 | 3.04 | 1.73 | |
Simple Money Portfolio Tim Maurer |
7 | 60 | 40 | 0 | -5.29 | 3.28 | 5.31 | 7.26 | 0.67 |
04:00PM Mar 20 2023 |
-1.65 | -2.39 | 15.22 | 11.39 | 9.15 | 9.00 | -0.35 | 0.29 | 0.58 | 0.81 | -15.33 | -18.44 | -18.44 | -32.39 | -0.35 | 0.18 | 0.29 | 0.22 | 3.08 | -11.48 | 10.46 | 6.87 | 0.00 | 1.76 | 1.99 | 1.57 | |
Edge Select Moderate Merrill Lynch |
12 | 53 | 47 | 0 | -8.78 | 4.23 | 5.80 | 7.25 | 0.25 |
04:00PM Mar 20 2023 |
0.34 | -3.03 | 15.64 | 11.16 | 8.95 | 8.84 | -0.56 | 0.38 | 0.65 | 0.82 | -15.91 | -20.56 | -20.56 | -29.58 | -0.55 | 0.21 | 0.28 | 0.24 | 2.66 | -16.06 | 9.66 | 13.88 | 0.05 | 1.86 | 1.77 | 1.93 | |
Nano Portfolio John Wasik |
5 | 60 | 40 | 0 | -9.09 | 4.66 | 5.31 | 7.24 | 0.65 |
04:00PM Mar 20 2023 |
-0.88 | -3.15 | 16.82 | 12.01 | 9.71 | 9.56 | -0.54 | 0.39 | 0.55 | 0.76 | -17.70 | -22.12 | -22.12 | -36.66 | -0.51 | 0.21 | 0.24 | 0.20 | 2.99 | -17.26 | 16.29 | 8.50 | 0.00 | 2.90 | 3.03 | 2.29 | |
All Weather Portfolio Ray Dalio |
5 | 30 | 55 | 15 | -13.93 | 3.90 | 4.37 | 7.19 | -0.08 |
04:00PM Mar 20 2023 |
1.91 | -3.85 | 13.99 | 9.19 | 7.64 | 7.18 | -1.00 | 0.42 | 0.57 | 1.00 | -17.68 | -20.19 | -20.19 | -20.19 | -0.79 | 0.19 | 0.22 | 0.36 | 1.80 | -18.03 | 8.08 | 14.68 | 0.00 | 1.31 | 1.13 | 1.40 | |
Sandwich Portfolio Bob Clyatt |
8 | 55 | 45 | 0 | -8.12 | 3.50 | 5.12 | 7.18 | 0.43 |
04:00PM Mar 20 2023 |
-0.32 | -2.89 | 13.88 | 10.12 | 8.14 | 8.23 | -0.59 | 0.35 | 0.63 | 0.87 | -14.79 | -19.10 | -19.10 | -28.96 | -0.55 | 0.18 | 0.27 | 0.25 | 2.29 | -14.72 | 9.88 | 10.59 | 0.01 | 1.48 | 1.55 | 1.53 | |
Simple and Cheap Time Inc |
5 | 60 | 40 | 0 | -9.16 | 4.32 | 5.76 | 7.18 | 0.44 |
04:00PM Mar 20 2023 |
-0.34 | -3.23 | 16.02 | 11.70 | 9.38 | 9.30 | -0.57 | 0.37 | 0.61 | 0.77 | -16.57 | -21.27 | -21.27 | -34.84 | -0.55 | 0.20 | 0.27 | 0.21 | 2.66 | -16.81 | 12.62 | 10.84 | 0.01 | 2.00 | 2.43 | 2.19 | |
Ultimate Buy&Hold FundAdvice |
12 | 60 | 40 | 0 | -6.33 | 3.11 | 4.83 | 7.16 | 0.62 |
04:00PM Mar 20 2023 |
-1.54 | -2.65 | 14.68 | 11.17 | 9.03 | 9.20 | -0.43 | 0.28 | 0.53 | 0.78 | -15.18 | -18.44 | -18.44 | -34.23 | -0.42 | 0.17 | 0.26 | 0.21 | 2.94 | -12.51 | 11.49 | 5.84 | 0.00 | 2.37 | 2.22 | 1.73 | |
Coward's Portfolio Bill Bernstein |
9 | 60 | 40 | 0 | -4.47 | 4.54 | 5.92 | 7.12 | 0.62 |
04:00PM Mar 20 2023 |
-1.56 | -2.39 | 13.48 | 10.96 | 8.82 | 9.02 | -0.33 | 0.41 | 0.67 | 0.79 | -12.80 | -15.87 | -15.87 | -32.68 | -0.35 | 0.29 | 0.37 | 0.22 | 2.59 | -10.59 | 13.60 | 7.17 | 0.00 | 1.61 | 1.49 | 1.58 | |
Global Market Portfolio Credit Suisse |
8 | 45 | 55 | 0 | -12.46 | 2.84 | 4.54 | 7.07 | 0.21 |
04:00PM Mar 20 2023 |
0.95 | -3.81 | 16.30 | 10.52 | 8.56 | 8.13 | -0.76 | 0.27 | 0.53 | 0.87 | -18.43 | -23.10 | -23.10 | -25.90 | -0.68 | 0.12 | 0.20 | 0.27 | 2.19 | -19.25 | 7.49 | 12.06 | 0.09 | 2.08 | 2.43 | 2.07 | |
LifeStrategy Moderate Growth Vanguard |
4 | 60 | 40 | 0 | -8.66 | 4.17 | 5.95 | 7.07 | 0.42 |
04:00PM Mar 20 2023 |
0.02 | -2.92 | 15.92 | 11.69 | 9.40 | 9.44 | -0.54 | 0.36 | 0.63 | 0.75 | -16.22 | -20.84 | -20.84 | -33.52 | -0.53 | 0.20 | 0.29 | 0.21 | 2.70 | -15.97 | 10.43 | 12.96 | 0.02 | 1.88 | 2.33 | 1.99 | |
Big Rocks Portfolio Larry Swedroe |
11 | 60 | 40 | 0 | -4.01 | 4.13 | 5.63 | 7.06 | 0.67 |
04:00PM Mar 20 2023 |
-2.08 | -2.20 | 13.46 | 11.14 | 8.95 | 9.06 | -0.30 | 0.37 | 0.63 | 0.78 | -12.83 | -15.71 | -15.71 | -33.80 | -0.31 | 0.26 | 0.36 | 0.21 | 2.91 | -10.13 | 13.59 | 5.25 | 0.00 | 1.75 | 1.65 | 1.57 | |
GAA Global Asset Allocation Mebane Faber |
10 | 40.5 | 49.5 | 10 | -11.11 | 3.44 | 4.26 | 6.96 | 0.23 |
04:00PM Mar 20 2023 |
0.88 | -3.76 | 15.36 | 10.27 | 8.31 | 7.92 | -0.72 | 0.34 | 0.51 | 0.88 | -17.24 | -20.65 | -20.65 | -24.91 | -0.64 | 0.17 | 0.21 | 0.28 | 1.99 | -16.44 | 8.69 | 11.18 | 0.08 | 1.84 | 2.20 | 1.86 | |
Dynamic 40/60 Income |
5 | 40 | 60 | 0 | -6.66 | 2.81 | 4.14 | 6.95 | -0.11 |
04:00PM Mar 20 2023 |
-1.96 | -2.31 | 13.19 | 9.79 | 7.54 | 8.02 | -0.50 | 0.29 | 0.55 | 0.87 | -12.22 | -17.33 | -17.33 | -29.84 | -0.55 | 0.16 | 0.24 | 0.23 | 2.65 | -14.37 | 6.72 | 8.28 | 0.00 | 3.06 | 2.85 | 3.24 | |
Dynamic 60/40 Income |
5 | 60 | 40 | 0 | -7.18 | 4.59 | 5.28 | 6.95 | 0.11 |
04:00PM Mar 20 2023 |
-2.80 | -2.90 | 14.74 | 11.26 | 8.85 | 9.22 | -0.49 | 0.41 | 0.60 | 0.75 | -13.76 | -18.21 | -18.21 | -41.44 | -0.52 | 0.25 | 0.29 | 0.17 | 3.28 | -15.89 | 15.27 | 6.26 | 0.00 | 2.82 | 2.81 | 3.17 | |
Ideal Index Frank Armstrong |
7 | 70 | 30 | 0 | -5.01 | 4.25 | 5.72 | 6.95 | 0.76 |
04:00PM Mar 20 2023 |
-2.06 | -2.84 | 15.33 | 12.48 | 10.11 | 10.62 | -0.33 | 0.34 | 0.57 | 0.65 | -14.79 | -18.25 | -18.25 | -40.11 | -0.34 | 0.23 | 0.31 | 0.17 | 2.98 | -11.91 | 13.98 | 6.95 | 0.00 | 1.88 | 1.94 | 1.75 | |
Sheltered Sam 50/50 Bill Bernstein |
12 | 48.5 | 50 | 1.5 | -5.52 | 4.29 | 5.03 | 6.93 | 0.56 |
04:00PM Mar 20 2023 |
-1.01 | -2.26 | 12.60 | 9.52 | 7.63 | 7.75 | -0.44 | 0.45 | 0.66 | 0.89 | -12.75 | -15.17 | -15.17 | -28.23 | -0.43 | 0.28 | 0.33 | 0.25 | 1.93 | -10.08 | 12.55 | 7.04 | 0.00 | 2.56 | 2.18 | 1.58 | |
One-Decision Portfolio Marvin Appel |
5 | 50 | 50 | 0 | -5.71 | 5.20 | 5.73 | 6.92 | 0.49 |
04:00PM Mar 20 2023 |
-1.49 | -2.65 | 13.66 | 10.62 | 8.51 | 8.26 | -0.42 | 0.49 | 0.67 | 0.84 | -13.29 | -16.74 | -16.74 | -31.96 | -0.43 | 0.31 | 0.34 | 0.22 | 2.85 | -13.18 | 16.51 | 5.32 | 0.18 | 1.90 | 1.66 | 1.86 | |
Ivy Portfolio Mebane Faber |
5 | 60 | 20 | 20 | -7.31 | 5.52 | 4.57 | 6.88 | 0.65 |
04:00PM Mar 20 2023 |
-2.46 | -3.98 | 16.19 | 14.14 | 11.28 | 11.52 | -0.45 | 0.39 | 0.40 | 0.60 | -16.46 | -21.77 | -21.77 | -47.39 | -0.44 | 0.25 | 0.21 | 0.15 | 1.64 | -10.08 | 22.27 | 2.25 | 0.00 | 1.79 | 2.07 | 2.02 | |
Four Square Scott Burns |
4 | 50 | 50 | 0 | -9.16 | 3.56 | 4.85 | 6.81 | 0.47 |
04:00PM Mar 20 2023 |
0.30 | -2.44 | 14.67 | 10.32 | 8.37 | 8.40 | -0.62 | 0.35 | 0.58 | 0.81 | -15.97 | -19.67 | -19.67 | -29.95 | -0.57 | 0.18 | 0.25 | 0.23 | 2.45 | -15.24 | 9.33 | 11.91 | 0.03 | 2.78 | 3.18 | 1.59 | |
Simplified Permanent Portfolio |
3 | 25 | 50 | 25 | -9.61 | 4.32 | 3.89 | 6.80 | 0.03 |
04:00PM Mar 20 2023 |
3.47 | -3.58 | 11.90 | 7.96 | 6.98 | 6.75 | -0.81 | 0.54 | 0.56 | 1.01 | -14.53 | -16.43 | -16.43 | -16.43 | -0.66 | 0.26 | 0.24 | 0.41 | 1.21 | -12.67 | 3.72 | 16.46 | 0.11 | 1.14 | 0.78 | 1.02 | |
Stocks/Bonds 40/60 |
2 | 40 | 60 | 0 | -9.26 | 4.24 | 5.54 | 6.80 | 0.09 |
04:00PM Mar 20 2023 |
0.72 | -2.69 | 13.45 | 9.42 | 7.36 | 6.82 | -0.69 | 0.45 | 0.75 | 1.00 | -14.11 | -18.63 | -18.63 | -19.17 | -0.66 | 0.23 | 0.30 | 0.35 | 1.93 | -15.67 | 9.15 | 13.04 | 0.00 | 1.87 | 1.84 | 2.20 | |
7Twelve Portfolio Craig Israelsen |
9 | 50 | 33.3 | 16.7 | -5.80 | 4.53 | 4.01 | 6.79 | 0.60 |
04:00PM Mar 20 2023 |
-2.11 | -3.20 | 13.41 | 11.71 | 9.38 | 9.74 | -0.43 | 0.39 | 0.43 | 0.70 | -13.28 | -17.90 | -17.90 | -37.96 | -0.44 | 0.25 | 0.22 | 0.18 | 1.55 | -7.91 | 16.41 | 3.64 | 0.03 | 1.32 | 1.33 | 1.34 | |
High Yield Bonds Income |
4 | 0 | 100 | 0 | -10.41 | 0.82 | 2.34 | 6.61 | -0.25 |
04:00PM Mar 20 2023 |
-0.19 | -3.28 | 15.38 | 10.62 | 8.53 | 8.69 | -0.68 | 0.08 | 0.27 | 0.76 | -16.38 | -21.84 | -21.84 | -23.97 | -0.64 | 0.04 | 0.11 | 0.28 | 1.34 | -16.88 | 0.88 | 7.08 | 0.24 | 4.25 | 3.76 | 4.38 | |
Rob Arnott Portfolio Rob Arnott |
8 | 30 | 60 | 10 | -10.55 | 3.52 | 3.54 | 6.60 | 0.19 |
04:00PM Mar 20 2023 |
0.43 | -3.52 | 13.57 | 9.10 | 7.41 | 7.10 | -0.78 | 0.39 | 0.48 | 0.93 | -15.15 | -17.86 | -17.86 | -24.27 | -0.70 | 0.20 | 0.20 | 0.27 | 1.42 | -14.81 | 11.04 | 7.98 | 0.09 | 2.31 | 2.57 | 1.88 | |
All Country World 80/20 |
4 | 80 | 20 | 0 | -8.28 | 4.92 | 6.91 | 6.56 | 0.55 |
04:00PM Mar 20 2023 |
-0.94 | -3.04 | 19.20 | 14.95 | 12.15 | 12.71 | -0.43 | 0.33 | 0.57 | 0.52 | -18.99 | -23.52 | -23.52 | -47.32 | -0.44 | 0.21 | 0.29 | 0.14 | 3.49 | -17.17 | 14.21 | 14.55 | 0.01 | 1.86 | 2.27 | 1.98 | |
Edge Select Moderately Conservative Merrill Lynch |
12 | 37 | 63 | 0 | -8.86 | 3.23 | 4.55 | 6.54 | 0.06 |
04:00PM Mar 20 2023 |
0.92 | -2.87 | 13.50 | 8.92 | 7.09 | 6.72 | -0.66 | 0.36 | 0.64 | 0.97 | -14.43 | -18.53 | -18.53 | -20.48 | -0.61 | 0.17 | 0.25 | 0.32 | 1.98 | -14.91 | 6.44 | 11.65 | 0.07 | 1.88 | 1.84 | 1.95 | |
All Country World Stocks |
1 | 100 | 0 | 0 | -7.90 | 6.00 | 8.19 | 6.52 | 0.75 |
04:00PM Mar 20 2023 |
-1.66 | -3.18 | 22.05 | 17.87 | 14.61 | 15.60 | -0.36 | 0.34 | 0.56 | 0.42 | -21.21 | -25.52 | -25.52 | -57.06 | -0.37 | 0.23 | 0.32 | 0.11 | 4.22 | -18.01 | 18.27 | 16.61 | 0.00 | 1.78 | 2.13 | 1.91 | |
Andrew Tobias Portfolio Andrew Tobias |
3 | 66.7 | 33.3 | 0 | -4.49 | 4.52 | 5.94 | 6.52 | 0.77 |
04:00PM Mar 20 2023 |
-0.42 | -2.18 | 15.10 | 11.72 | 9.59 | 9.93 | -0.30 | 0.39 | 0.62 | 0.66 | -14.77 | -18.85 | -18.85 | -36.42 | -0.30 | 0.24 | 0.31 | 0.18 | 3.26 | -12.58 | 12.14 | 10.55 | 0.00 | 1.61 | 1.80 | 1.64 | |
Paul Boyer Portfolio Paul Boyer |
5 | 25 | 50 | 25 | -10.50 | 2.51 | 2.60 | 6.47 | -0.01 |
04:00PM Mar 20 2023 |
2.44 | -4.00 | 12.22 | 8.10 | 7.33 | 7.41 | -0.86 | 0.31 | 0.35 | 0.87 | -16.31 | -18.04 | -18.04 | -18.04 | -0.64 | 0.14 | 0.14 | 0.36 | 1.64 | -13.57 | 0.51 | 15.04 | 0.00 | 1.15 | 0.90 | 1.04 | |
Desert Portfolio Gyroscopic Investing |
3 | 30 | 60 | 10 | -7.69 | 3.98 | 4.29 | 6.46 | 0.10 |
04:00PM Mar 20 2023 |
2.06 | -2.69 | 10.24 | 6.84 | 5.52 | 5.39 | -0.75 | 0.58 | 0.78 | 1.20 | -11.89 | -14.72 | -14.72 | -14.72 | -0.65 | 0.27 | 0.29 | 0.44 | 1.11 | -11.64 | 5.76 | 12.96 | 0.00 | 1.14 | 0.88 | 1.23 | |
Lifepath Fund iShares |
6 | 40.4 | 59.6 | 0 | -9.19 | 3.38 | 4.55 | 6.45 | 0.18 |
04:00PM Mar 20 2023 |
0.51 | -2.81 | 13.56 | 9.18 | 7.27 | 6.88 | -0.68 | 0.37 | 0.63 | 0.94 | -14.92 | -18.92 | -18.92 | -21.23 | -0.62 | 0.18 | 0.24 | 0.30 | 1.99 | -15.14 | 8.05 | 11.47 | 0.00 | 2.36 | 2.31 | 2.15 | |
Permanent Portfolio Harry Browne |
4 | 25 | 50 | 25 | -8.77 | 4.41 | 4.13 | 6.45 | 0.01 |
04:00PM Mar 20 2023 |
2.91 | -3.18 | 11.05 | 7.87 | 6.98 | 6.44 | -0.79 | 0.56 | 0.59 | 1.00 | -13.87 | -15.92 | -15.92 | -15.92 | -0.63 | 0.28 | 0.26 | 0.41 | 1.81 | -12.53 | 4.21 | 16.10 | 0.09 | 1.13 | 0.73 | 0.94 | |
All Country World 60/40 |
4 | 60 | 40 | 0 | -8.68 | 3.80 | 5.57 | 6.44 | 0.35 |
04:00PM Mar 20 2023 |
-0.23 | -2.89 | 16.47 | 12.16 | 9.80 | 10.00 | -0.53 | 0.31 | 0.57 | 0.64 | -16.77 | -21.52 | -21.52 | -36.70 | -0.52 | 0.18 | 0.26 | 0.18 | 2.76 | -16.34 | 10.14 | 12.48 | 0.02 | 1.94 | 2.41 | 2.05 | |
Sheltered Sam 40/60 Bill Bernstein |
12 | 38.8 | 60 | 1.2 | -5.68 | 3.72 | 4.20 | 6.38 | 0.44 |
04:00PM Mar 20 2023 |
-0.49 | -2.04 | 10.96 | 7.92 | 6.35 | 6.41 | -0.52 | 0.47 | 0.66 | 1.00 | -11.54 | -13.86 | -13.86 | -22.05 | -0.49 | 0.27 | 0.30 | 0.29 | 1.57 | -9.58 | 10.41 | 6.86 | 0.00 | 2.67 | 2.12 | 1.48 | |
LifeStrategy Conservative Growth Vanguard |
4 | 40 | 60 | 0 | -9.06 | 2.95 | 4.42 | 6.32 | 0.17 |
04:00PM Mar 20 2023 |
0.78 | -2.78 | 13.21 | 8.92 | 7.10 | 6.78 | -0.69 | 0.33 | 0.62 | 0.93 | -14.57 | -18.57 | -18.57 | -21.90 | -0.62 | 0.16 | 0.24 | 0.29 | 1.96 | -14.98 | 6.29 | 10.90 | 0.02 | 1.90 | 2.39 | 2.03 | |
All Country World 40/60 |
4 | 40 | 60 | 0 | -9.08 | 2.62 | 4.18 | 6.18 | 0.15 |
04:00PM Mar 20 2023 |
0.48 | -2.74 | 13.88 | 9.56 | 7.63 | 7.54 | -0.65 | 0.27 | 0.55 | 0.82 | -15.12 | -19.52 | -19.52 | -25.16 | -0.60 | 0.13 | 0.21 | 0.25 | 2.03 | -15.50 | 6.07 | 10.42 | 0.03 | 2.02 | 2.55 | 2.13 | |
Larry Portfolio Larry Swedroe |
4 | 30 | 70 | 0 | -7.38 | 1.48 | 2.70 | 6.14 | 0.10 |
04:00PM Mar 20 2023 |
0.17 | -2.67 | 10.63 | 6.59 | 5.34 | 5.50 | -0.69 | 0.23 | 0.51 | 1.12 | -12.43 | -15.96 | -15.96 | -15.96 | -0.59 | 0.09 | 0.17 | 0.38 | 1.78 | -11.20 | 3.41 | 6.44 | 0.00 | 1.50 | 1.20 | 1.29 | |
Stocks/Bonds 20/80 Momentum |
2 | 20 | 80 | 0 | -10.37 | 1.73 | 3.49 | 6.11 | 0.00 |
04:00PM Mar 20 2023 |
1.12 | -3.12 | 10.01 | 6.89 | 5.45 | 4.79 | -1.04 | 0.25 | 0.64 | 1.28 | -12.78 | -17.91 | -17.91 | -17.91 | -0.81 | 0.10 | 0.19 | 0.34 | -0.66 | -14.14 | 1.18 | 12.14 | 0.00 | 2.07 | 1.77 | 2.24 | |
Emerging Markets Stocks |
1 | 100 | 0 | 0 | -16.23 | -2.35 | 0.92 | 5.83 | 0.37 |
04:00PM Mar 20 2023 |
-1.26 | -7.57 | 24.24 | 19.10 | 17.23 | 23.11 | -0.67 | -0.12 | 0.05 | 0.25 | -26.20 | -36.52 | -36.52 | -60.44 | -0.62 | -0.06 | 0.03 | 0.10 | 0.87 | -20.56 | -3.61 | 17.03 | 0.00 | 1.95 | 1.89 | 1.68 | |
Sheltered Sam 30/70 Bill Bernstein |
12 | 29.1 | 70 | 0.9 | -5.85 | 3.14 | 3.35 | 5.80 | 0.32 |
04:00PM Mar 20 2023 |
0.02 | -1.82 | 9.38 | 6.40 | 5.14 | 5.16 | -0.62 | 0.49 | 0.65 | 1.12 | -10.53 | -12.55 | -12.55 | -16.58 | -0.56 | 0.25 | 0.27 | 0.35 | 1.21 | -9.07 | 8.27 | 6.68 | 0.00 | 2.77 | 2.07 | 1.38 | |
All Country World 20/80 |
4 | 20 | 80 | 0 | -9.48 | 1.39 | 2.74 | 5.79 | -0.04 |
04:00PM Mar 20 2023 |
1.20 | -2.59 | 11.47 | 7.32 | 5.81 | 5.53 | -0.83 | 0.19 | 0.47 | 1.05 | -13.63 | -17.97 | -17.97 | -17.97 | -0.70 | 0.08 | 0.15 | 0.32 | 1.30 | -14.66 | 2.00 | 8.36 | 0.04 | 2.09 | 2.69 | 2.20 | |
Developed World ex-US 80/20 |
2 | 80 | 20 | 0 | -5.81 | 2.36 | 4.53 | 5.77 | 0.90 |
04:00PM Mar 20 2023 |
-1.19 | -3.10 | 20.50 | 14.93 | 12.44 | 13.44 | -0.28 | 0.16 | 0.36 | 0.43 | -20.15 | -25.24 | -25.24 | -47.74 | -0.29 | 0.09 | 0.18 | 0.12 | 4.36 | -14.84 | 8.88 | 8.72 | 0.03 | 2.20 | 3.48 | 2.00 | |
Developed World ex-US 60/40 |
2 | 60 | 40 | 0 | -6.78 | 1.86 | 3.88 | 5.76 | 0.66 |
04:00PM Mar 20 2023 |
-0.19 | -2.71 | 16.98 | 11.75 | 9.74 | 10.31 | -0.40 | 0.16 | 0.40 | 0.56 | -17.65 | -22.40 | -22.40 | -37.49 | -0.38 | 0.08 | 0.17 | 0.15 | 3.48 | -14.32 | 6.09 | 7.71 | 0.05 | 1.98 | 3.50 | 1.79 | |
Eliminate Fat Tails Larry Swedroe |
4 | 30 | 70 | 0 | -6.10 | 2.25 | 2.66 | 5.70 | 0.31 |
04:00PM Mar 20 2023 |
-0.76 | -1.74 | 9.27 | 6.88 | 5.70 | 6.36 | -0.66 | 0.33 | 0.47 | 0.90 | -10.86 | -12.62 | -12.62 | -18.42 | -0.56 | 0.18 | 0.21 | 0.31 | 1.82 | -9.61 | 5.40 | 8.18 | 0.13 | 3.01 | 2.12 | 0.99 | |
Gold |
1 | 0 | 0 | 100 | -4.82 | 6.32 | 1.05 | 5.62 | 0.04 |
04:00PM Mar 20 2023 |
8.28 | -5.37 | 13.68 | 13.79 | 14.94 | 15.53 | -0.35 | 0.46 | 0.07 | 0.36 | -15.91 | -18.08 | -34.31 | -42.91 | -0.30 | 0.35 | 0.03 | 0.13 | 0.08 | -0.77 | -4.15 | 24.81 | 0.00 | 0.00 | 0.00 | 0.00 | |
Developed World ex-US Stocks |
1 | 100 | 0 | 0 | -4.82 | 2.80 | 5.11 | 5.61 | 1.15 |
04:00PM Mar 20 2023 |
-2.20 | -3.47 | 24.19 | 18.28 | 15.28 | 16.76 | -0.20 | 0.15 | 0.33 | 0.33 | -23.08 | -28.08 | -28.08 | -57.00 | -0.21 | 0.10 | 0.18 | 0.10 | 5.24 | -15.36 | 11.67 | 9.74 | 0.00 | 2.42 | 3.46 | 2.21 | |
Developed World ex-US 40/60 |
2 | 40 | 60 | 0 | -7.75 | 1.30 | 3.16 | 5.61 | 0.41 |
04:00PM Mar 20 2023 |
0.82 | -2.32 | 13.65 | 8.82 | 7.23 | 7.46 | -0.57 | 0.15 | 0.44 | 0.75 | -15.24 | -19.57 | -19.57 | -26.17 | -0.51 | 0.07 | 0.16 | 0.21 | 2.59 | -13.80 | 3.30 | 6.69 | 0.08 | 1.75 | 3.51 | 1.58 | |
Stocks/Bonds 20/80 |
2 | 20 | 80 | 0 | -9.61 | 2.40 | 3.33 | 5.58 | -0.17 |
04:00PM Mar 20 2023 |
1.40 | -2.80 | 10.99 | 6.92 | 5.38 | 4.74 | -0.87 | 0.35 | 0.62 | 1.18 | -12.90 | -16.57 | -16.57 | -16.57 | -0.75 | 0.14 | 0.20 | 0.34 | 1.13 | -14.39 | 3.64 | 10.38 | 0.00 | 2.05 | 1.95 | 2.37 | |
Dimensional Retirement Income Fund DFA |
7 | 20.4 | 79.6 | 0 | -6.29 | 3.09 | 2.83 | 5.50 | 0.02 | Mar 17 2023 | 0.46 | -1.39 | 9.16 | 5.86 | 4.80 | 4.76 | -0.69 | 0.53 | 0.59 | 1.15 | -10.34 | -12.16 | -12.16 | -12.91 | -0.61 | 0.25 | 0.23 | 0.43 | 1.31 | -9.39 | 7.04 | 8.69 | 0.10 | 4.29 | 3.41 | 1.56 | |
LifeStrategy Income Fund Vanguard |
4 | 20 | 80 | 0 | -9.47 | 1.68 | 2.83 | 5.45 | -0.08 |
04:00PM Mar 20 2023 |
1.54 | -2.63 | 10.73 | 6.58 | 5.20 | 4.65 | -0.88 | 0.26 | 0.54 | 1.17 | -12.95 | -16.61 | -16.61 | -16.61 | -0.73 | 0.10 | 0.17 | 0.33 | 1.21 | -14.00 | 2.15 | 8.85 | 0.03 | 1.93 | 2.45 | 2.08 | |
Developed World ex-US 20/80 |
2 | 20 | 80 | 0 | -8.72 | 0.68 | 2.36 | 5.31 | 0.16 |
04:00PM Mar 20 2023 |
1.82 | -1.92 | 10.59 | 6.35 | 5.14 | 5.24 | -0.82 | 0.11 | 0.46 | 1.01 | -12.88 | -16.80 | -16.80 | -16.80 | -0.68 | 0.04 | 0.14 | 0.32 | 1.71 | -13.28 | 0.51 | 5.67 | 0.10 | 1.53 | 3.53 | 1.37 | |
All Country World Bonds |
3 | 0 | 100 | 0 | -9.90 | 0.11 | 1.25 | 5.28 | -0.24 |
04:00PM Mar 20 2023 |
1.91 | -2.43 | 9.34 | 5.81 | 4.72 | 4.52 | -1.06 | 0.02 | 0.26 | 1.17 | -12.52 | -17.60 | -17.60 | -17.60 | -0.79 | 0.01 | 0.07 | 0.30 | 0.56 | -13.82 | -2.06 | 6.30 | 0.05 | 2.17 | 2.83 | 2.27 | |
US Inflation Protection |
1 | 0 | 100 | 0 | -11.42 | 2.21 | 0.98 | 5.20 | 0.09 |
04:00PM Mar 20 2023 |
1.44 | -1.35 | 9.90 | 5.99 | 5.35 | 6.05 | -1.15 | 0.37 | 0.18 | 0.86 | -13.68 | -14.74 | -14.74 | -14.74 | -0.83 | 0.15 | 0.07 | 0.35 | 0.70 | -13.10 | 5.67 | 10.84 | 0.00 | 5.89 | 4.41 | 1.29 | |
Sheltered Sam 20/80 Bill Bernstein |
12 | 19.4 | 80 | 0.6 | -6.01 | 2.55 | 2.49 | 5.20 | 0.20 |
04:00PM Mar 20 2023 |
0.54 | -1.59 | 7.85 | 4.99 | 4.04 | 4.10 | -0.77 | 0.51 | 0.62 | 1.27 | -9.53 | -11.24 | -11.24 | -11.24 | -0.63 | 0.23 | 0.22 | 0.46 | 0.86 | -8.57 | 6.12 | 6.51 | 0.00 | 2.88 | 2.02 | 1.29 | |
Edge Select Conservative Merrill Lynch |
12 | 21 | 79 | 0 | -5.81 | 2.25 | 3.03 | 5.19 | 0.01 |
04:00PM Mar 20 2023 |
0.82 | -2.05 | 8.91 | 5.58 | 4.43 | 4.17 | -0.65 | 0.40 | 0.68 | 1.25 | -9.79 | -12.44 | -12.44 | -12.44 | -0.59 | 0.18 | 0.24 | 0.42 | 1.12 | -9.59 | 3.46 | 6.74 | 0.14 | 1.77 | 1.51 | 1.56 | |
Robo Advisor 20 Betterment |
12 | 19.9 | 80.1 | 0 | -5.59 | 1.61 | 2.33 | 5.14 | 0.10 |
04:00PM Mar 20 2023 |
0.83 | -1.90 | 7.71 | 4.99 | 4.00 | 4.14 | -0.73 | 0.32 | 0.58 | 1.24 | -9.21 | -12.16 | -12.16 | -12.16 | -0.61 | 0.13 | 0.19 | 0.42 | 0.86 | -9.10 | 2.61 | 6.01 | 0.03 | 1.78 | 1.60 | 1.58 | |
Total Bond Developed World ex-US |
1 | 0 | 100 | 0 | -9.67 | 0.01 | 1.50 | 4.87 | -0.08 |
04:00PM Mar 20 2023 |
2.83 | -1.50 | 7.92 | 4.91 | 4.07 | 4.54 | -1.22 | 0.00 | 0.37 | 1.07 | -10.55 | -14.88 | -14.88 | -14.88 | -0.92 | 0.00 | 0.10 | 0.33 | 0.83 | -12.76 | -2.28 | 4.65 | 0.13 | 1.31 | 3.55 | 1.16 | |
10-year Treasury |
1 | 0 | 100 | 0 | -12.93 | 0.34 | 0.62 | 4.81 | -0.40 |
04:00PM Mar 20 2023 |
3.45 | -3.27 | 10.40 | 6.96 | 6.21 | 6.74 | -1.24 | 0.05 | 0.10 | 0.71 | -14.86 | -21.22 | -21.22 | -21.22 | -0.87 | 0.02 | 0.03 | 0.23 | 0.19 | -15.19 | -3.33 | 10.01 | 0.22 | 1.61 | 0.80 | 1.18 | |
Sheltered Sam 10/90 Bill Bernstein |
12 | 9.7 | 90 | 0.3 | -6.18 | 1.95 | 1.62 | 4.57 | 0.08 |
04:00PM Mar 20 2023 |
1.05 | -1.37 | 6.41 | 3.80 | 3.14 | 3.37 | -0.96 | 0.51 | 0.52 | 1.36 | -8.53 | -9.93 | -9.93 | -9.93 | -0.72 | 0.20 | 0.16 | 0.46 | 0.50 | -8.07 | 3.98 | 6.33 | 0.00 | 2.99 | 1.97 | 1.19 | |
Conservative Income Charles Schwab |
6 | 5 | 95 | 0 | -7.03 | 1.54 | 1.46 | 4.39 | -0.12 |
04:00PM Mar 20 2023 |
0.97 | -1.88 | 7.30 | 4.49 | 3.77 | 3.55 | -0.96 | 0.34 | 0.39 | 1.24 | -9.27 | -11.50 | -11.50 | -11.50 | -0.76 | 0.13 | 0.13 | 0.38 | 0.73 | -9.97 | 2.43 | 5.45 | 0.10 | 2.82 | 2.26 | 1.91 | |
Total Bond US |
1 | 0 | 100 | 0 | -9.97 | 0.49 | 1.05 | 4.25 | -0.43 |
04:00PM Mar 20 2023 |
2.08 | -2.90 | 9.18 | 5.55 | 4.51 | 4.08 | -1.09 | 0.09 | 0.23 | 1.04 | -12.73 | -17.28 | -17.28 | -17.28 | -0.78 | 0.03 | 0.06 | 0.25 | 0.32 | -13.11 | -1.86 | 7.71 | 0.00 | 2.23 | 2.06 | 2.53 | |
Robo Advisor 10 Betterment |
12 | 9.9 | 90.1 | 0 | -4.39 | 1.18 | 1.46 | 4.14 | -0.02 |
04:00PM Mar 20 2023 |
1.25 | -1.47 | 5.05 | 2.99 | 2.38 | 2.53 | -0.87 | 0.40 | 0.61 | 1.64 | -6.48 | -8.91 | -8.91 | -8.91 | -0.68 | 0.13 | 0.16 | 0.46 | 0.34 | -6.66 | 0.88 | 4.71 | 0.03 | 1.52 | 1.05 | 1.36 | |
Sheltered Sam 0/100 Bill Bernstein |
2 | 0 | 100 | 0 | -6.35 | 1.33 | 0.73 | 3.92 | -0.04 |
04:00PM Mar 20 2023 |
1.57 | -1.14 | 5.10 | 3.07 | 2.65 | 3.20 | -1.24 | 0.43 | 0.28 | 1.23 | -7.54 | -8.61 | -8.61 | -8.61 | -0.84 | 0.15 | 0.08 | 0.46 | 0.15 | -7.57 | 1.84 | 6.16 | 0.00 | 3.10 | 1.92 | 1.09 | |
Robo Advisor 0 Betterment |
2 | 0 | 100 | 0 | -3.20 | 0.72 | 0.58 | 3.10 | -0.14 |
04:00PM Mar 20 2023 |
1.64 | -1.03 | 2.83 | 1.78 | 1.39 | 1.81 | -1.13 | 0.40 | 0.41 | 1.72 | -3.93 | -5.86 | -5.86 | -5.86 | -0.81 | 0.12 | 0.10 | 0.53 | -0.17 | -4.20 | -0.79 | 3.37 | 0.03 | 1.27 | 0.49 | 1.14 | |
Short Term Treasury |
1 | 0 | 100 | 0 | -3.01 | 0.65 | 0.50 | 3.00 | -0.12 |
04:00PM Mar 20 2023 |
1.66 | -0.99 | 2.55 | 1.66 | 1.28 | 1.79 | -1.18 | 0.39 | 0.39 | 1.67 | -3.58 | -5.36 | -5.36 | -5.36 | -0.84 | 0.12 | 0.09 | 0.56 | -0.22 | -3.88 | -0.72 | 3.03 | 0.00 | 1.24 | 0.26 | 0.96 |
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 Feb 2023.
Current inflation (annualized) is
1Y: 6.04%
, 5Y: 3.86%
, 10Y: 2.63%
, 30Y: 2.51%
Portfolio returns are updated to 28 February 2023.
Portfolio returns are updated to 28 February 2023.
Live Mar 2023 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 28 February 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 28 February 2023.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 28 February 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 28 February 2023.
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2023.
2023: 1.36%, 2022: 6.45%, 2021: 7.04%, 2020: 1.36%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Feb 28, 2023 |
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) | Mar 2023 | Feb 2023 | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 2023 | 2022 | 2021 | 2020 | 2023 | 2022 | 2021 | 2020 | |
Cape US Sector Value Robert Shiller |
1 | 100 | 0 | 0 | -3.82 | 15.10 | 11.27 | 0.58 |
03:59PM Mar 20 2023 |
-3.80 | -2.26 | 25.28 | 21.23 | 19.30 | -0.15 | 0.71 | 0.58 | -18.39 | -20.07 | -21.00 | -0.21 | 0.75 | 0.54 | 7.47 | -15.62 | 27.80 | 19.47 | 0.00 | 0.44 | 0.00 | 0.00 | |
US Stocks Equal Weight |
1 | 100 | 0 | 0 | -3.22 | 14.38 | 9.76 | 0.79 |
04:00PM Mar 20 2023 |
-5.10 | -3.38 | 23.14 | 22.46 | 20.22 | -0.14 | 0.64 | 0.48 | -18.50 | -20.69 | -26.65 | -0.17 | 0.69 | 0.37 | 3.79 | -11.62 | 29.41 | 12.71 | 0.00 | 1.59 | 1.64 | 1.83 | |
US Stocks ESG |
1 | 100 | 0 | 0 | -10.59 | 11.10 | 8.19 | 0.72 |
03:59PM Mar 20 2023 |
-0.67 | -2.17 | 23.37 | 21.46 | 19.13 | -0.45 | 0.52 | 0.43 | -21.89 | -27.79 | -27.79 | -0.48 | 0.40 | 0.29 | 5.57 | -24.04 | 26.20 | 25.67 | 0.00 | 1.07 | 0.85 | 1.38 | |
Stocks/Bonds 60/40 with Bitcoin |
3 | 59 | 39 | 2 | -9.30 | 7.13 | 7.16 | 0.32 |
07:58PM Mar 20 2023 |
0.38 | -2.50 | 16.86 | 15.18 | 13.11 | -0.55 | 0.47 | 0.55 | -16.88 | -21.45 | -21.45 | -0.55 | 0.33 | 0.33 | 3.50 | -17.90 | 15.60 | 21.52 | 0.00 | 1.65 | 1.69 | 2.00 | |
Stocks/Bonds 60/40 2x Leveraged |
2 | 60 | 40 | 0 | -24.65 | 3.74 | 7.09 | 0.61 |
04:00PM Mar 20 2023 |
1.92 | -6.07 | 32.23 | 26.08 | 22.88 | -0.76 | 0.14 | 0.31 | -31.88 | -39.53 | -39.53 | -0.77 | 0.09 | 0.18 | 3.20 | -35.46 | 33.12 | 20.45 | 0.00 | 0.31 | 0.18 | 0.40 | |
Golden Butterfly with Bitcoin |
6 | 40 | 40 | 20 | -8.58 | 5.68 | 6.23 | 0.21 |
07:58PM Mar 20 2023 |
0.91 | -2.97 | 14.46 | 12.12 | 10.38 | -0.59 | 0.47 | 0.60 | -16.43 | -18.74 | -18.74 | -0.52 | 0.30 | 0.33 | 4.08 | -14.60 | 10.61 | 19.54 | 0.00 | 1.13 | 1.03 | 1.09 | |
Talmud Portfolio 2x Leveraged Roger Gibson |
3 | 66.7 | 33.3 | 0 | -26.64 | 0.06 | 6.16 | 0.99 |
04:00PM Mar 20 2023 |
-1.41 | -8.49 | 34.59 | 29.44 | 25.20 | -0.77 | 0.00 | 0.24 | -34.68 | -42.70 | -42.70 | -0.77 | 0.00 | 0.14 | 3.28 | -39.60 | 46.68 | 4.10 | 0.00 | 0.42 | 0.24 | 0.51 | |
All Weather Portfolio 2x Leveraged Ray Dalio |
5 | 37.5 | 55 | 7.5 | -24.35 | -1.31 | 5.67 | -0.13 |
04:00PM Mar 20 2023 |
4.19 | -8.48 | 32.96 | 23.03 | 19.70 | -0.74 | -0.06 | 0.29 | -33.00 | -36.33 | -36.33 | -0.74 | -0.04 | 0.16 | 2.11 | -29.60 | 19.72 | 19.68 | 0.00 | 0.42 | 0.32 | 0.37 | |
Permanent Portfolio with Bitcoin Harry Browne |
5 | 25 | 50 | 25 | -9.18 | 3.29 | 5.57 | -0.01 |
07:58PM Mar 20 2023 |
3.10 | -3.03 | 11.59 | 9.92 | 8.55 | -0.79 | 0.33 | 0.65 | -14.67 | -16.88 | -16.88 | -0.63 | 0.20 | 0.33 | 2.61 | -13.79 | 5.47 | 21.71 | 0.09 | 1.13 | 0.73 | 0.94 | |
Stocks/Bonds 60/40 ESG |
2 | 60 | 40 | 0 | -10.08 | 5.20 | 5.46 | 0.18 |
03:59PM Mar 20 2023 |
0.41 | -2.33 | 16.52 | 14.16 | 12.28 | -0.61 | 0.37 | 0.44 | -16.74 | -22.44 | -22.44 | -0.60 | 0.23 | 0.24 | 3.51 | -19.58 | 14.84 | 18.27 | 0.09 | 1.62 | 1.30 | 1.76 | |
Stocks/Bonds 40/60 with Bitcoin |
3 | 39 | 59 | 2 | -9.62 | 4.06 | 5.42 | 0.06 |
07:58PM Mar 20 2023 |
1.06 | -2.60 | 13.93 | 12.05 | 10.16 | -0.69 | 0.34 | 0.53 | -14.91 | -19.39 | -19.39 | -0.64 | 0.21 | 0.28 | 2.70 | -16.62 | 10.09 | 18.86 | 0.00 | 1.83 | 1.80 | 2.16 | |
Desert Portfolio with Bitcoin Gyroscopic Investing |
4 | 30 | 60 | 10 | -8.08 | 3.86 | 5.16 | 0.08 |
07:58PM Mar 20 2023 |
2.24 | -2.54 | 10.82 | 9.05 | 7.70 | -0.75 | 0.43 | 0.67 | -12.70 | -15.73 | -15.73 | -0.64 | 0.25 | 0.33 | 1.92 | -12.90 | 7.03 | 18.57 | 0.00 | 1.14 | 0.88 | 1.23 | |
All Weather Portfolio with Bitcoin Ray Dalio |
6 | 30 | 55 | 15 | -14.48 | 1.60 | 5.00 | -0.11 |
07:58PM Mar 20 2023 |
2.24 | -3.70 | 14.65 | 11.60 | 9.91 | -0.99 | 0.14 | 0.50 | -18.66 | -21.57 | -21.57 | -0.78 | 0.07 | 0.23 | 2.65 | -19.54 | 8.91 | 20.78 | 0.00 | 1.31 | 1.13 | 1.40 | |
Golden Butterfly 2x Leveraged |
4 | 40 | 40 | 20 | -21.31 | 1.69 | 4.97 | 0.45 |
04:00PM Mar 20 2023 |
2.48 | -6.56 | 26.83 | 20.73 | 18.24 | -0.79 | 0.08 | 0.27 | -30.35 | -34.50 | -34.50 | -0.70 | 0.05 | 0.14 | 3.67 | -28.62 | 16.84 | 19.29 | 0.00 | 0.25 | 0.11 | 0.31 | |
Ark Tech Portfolio Cathie Wood |
4 | 100 | 0 | 0 | -36.48 | -0.67 | 4.73 | -0.67 |
04:00PM Mar 20 2023 |
-3.36 | -1.95 | 40.83 | 40.65 | 35.74 | -0.89 | -0.02 | 0.13 | -47.63 | -69.47 | -69.47 | -0.77 | -0.01 | 0.07 | 21.28 | -58.78 | -18.06 | 149.52 | 0.00 | 0.00 | 1.03 | 2.88 | |
Simplified Permanent Portfolio 2x Leveraged |
3 | 25 | 50 | 25 | -22.81 | -1.54 | 4.48 | -0.13 |
04:00PM Mar 20 2023 |
7.08 | -7.55 | 23.18 | 18.10 | 15.51 | -0.98 | -0.09 | 0.29 | -28.85 | -31.96 | -31.96 | -0.79 | -0.05 | 0.14 | 0.77 | -26.74 | 8.10 | 24.56 | 0.00 | 0.24 | 0.14 | 0.38 | |
Stocks/Bonds 40/60 2x Leveraged |
2 | 40 | 60 | 0 | -25.55 | -1.56 | 4.46 | 0.01 |
04:00PM Mar 20 2023 |
3.41 | -6.29 | 27.09 | 20.12 | 17.22 | -0.94 | -0.08 | 0.26 | -29.93 | -36.46 | -36.46 | -0.85 | -0.04 | 0.12 | 1.85 | -33.70 | 19.46 | 19.91 | 0.00 | 0.32 | 0.18 | 0.47 | |
Desert Portfolio 2x Leveraged Gyroscopic Investing |
3 | 30 | 60 | 10 | -24.59 | -2.57 | 3.93 | -0.16 |
04:00PM Mar 20 2023 |
5.18 | -6.84 | 24.33 | 17.93 | 15.27 | -1.01 | -0.14 | 0.26 | -29.17 | -34.04 | -34.04 | -0.84 | -0.08 | 0.12 | 1.15 | -30.56 | 12.18 | 21.66 | 0.00 | 0.29 | 0.17 | 0.45 | |
Stocks/Bonds 40/60 ESG |
2 | 40 | 60 | 0 | -9.91 | 2.18 | 3.90 | -0.09 |
03:59PM Mar 20 2023 |
0.95 | -2.42 | 13.54 | 10.86 | 9.20 | -0.73 | 0.20 | 0.42 | -14.65 | -19.76 | -19.76 | -0.68 | 0.11 | 0.20 | 2.48 | -17.35 | 9.16 | 14.57 | 0.14 | 1.89 | 1.53 | 1.96 | |
Developed World ex-US Stocks Momentum |
1 | 100 | 0 | 0 | -6.29 | 5.75 | 3.23 | 1.83 |
03:53PM Mar 20 2023 |
-2.23 | -2.53 | 21.04 | 17.87 | 15.98 | -0.30 | 0.32 | 0.20 | -23.13 | -28.57 | -28.57 | -0.27 | 0.20 | 0.11 | 2.59 | -16.80 | 6.60 | 22.16 | 0.00 | 2.19 | 5.51 | 1.17 | |
Developed World ex-US 60/40 Momentum |
2 | 60 | 40 | 0 | -7.68 | 1.72 | 2.15 | 1.07 |
04:00PM Mar 20 2023 |
-0.20 | -2.12 | 14.88 | 12.16 | 10.57 | -0.52 | 0.14 | 0.20 | -17.21 | -22.23 | -22.23 | -0.45 | 0.08 | 0.10 | 1.89 | -15.18 | 3.05 | 15.15 | 0.05 | 1.84 | 4.73 | 1.17 | |
Developed World ex-US 40/60 Momentum |
2 | 40 | 60 | 0 | -8.35 | -0.28 | 1.50 | 0.68 |
04:00PM Mar 20 2023 |
0.81 | -1.92 | 12.16 | 9.55 | 8.13 | -0.69 | -0.03 | 0.18 | -14.68 | -19.40 | -19.40 | -0.57 | -0.01 | 0.08 | 1.53 | -14.37 | 1.27 | 11.65 | 0.08 | 1.66 | 4.33 | 1.16 |
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