A Lazy Portfolio is a collection of investments that requires very little maintenance.
It’s the typical passive investing strategy, for long-term investors, with time horizons of more than 10 years.
Choose your investment style (Classic or Alternative?), pick your Lazy Portfolios and implement them with ETFs.
A Classic Lazy Portfolio contains the main traditional asset classes, with the aim to achieve above-average returns while taking a below-average risk.
A Modern/Alternative Lazy Portfolio can use particular assets/strategies, with the aim of obtaining an extra return.
Choose your Lazy Portfolio
Consolidated returns as of 30 April 2022
Live Update at May 28 2022, 09:59PM Eastern Time
Live Update at May 28 2022, 09:59PM Eastern Time
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Apr 2022.
Current inflation (annualized) is
1Y: 8.22%
, 5Y: 3.40%
, 10Y: 2.33%
, 30Y: 2.46%
Portfolio returns are updated to 30 April 2022.
Portfolio returns are updated to 30 April 2022.
Live May 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 30 April 2022.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 April 2022.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 April 2022.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 April 2022.
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Apr 2022.
2022: 3.05%, 2021: 7.10%, 2020: 1.28%, 2019: 2.26%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Apr 30, 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) | May 2022 | Apr 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 | -6.87 | 19.00 | 17.85 | 13.75 | 3.26 | May 27 2022 | -1.32 | -13.60 | 21.62 | 19.14 | 16.28 | 23.57 | -0.32 | 0.99 | 1.10 | 0.58 | -21.17 | -21.17 | -21.17 | -81.08 | -0.32 | 0.90 | 0.84 | 0.17 | -21.17 | 27.42 | 48.40 | 38.96 | 0.11 | 0.54 | 0.64 | 1.03 | |
|
US Stocks |
1 | 100 | 0 | 0 | -3.47 | 12.94 | 13.24 | 10.09 | 2.53 | May 27 2022 | 0.58 | -9.13 | 15.34 | 16.78 | 13.98 | 14.94 | -0.23 | 0.77 | 0.95 | 0.68 | -14.04 | -20.84 | -20.84 | -50.84 | -0.25 | 0.62 | 0.64 | 0.20 | -14.04 | 25.67 | 21.03 | 30.67 | 0.29 | 1.51 | 1.71 | 2.29 | |
|
Warren Buffett Portfolio Warren Buffett |
2 | 90 | 10 | 0 | -1.82 | 12.39 | 12.33 | 9.64 | 2.29 | May 27 2022 | 0.44 | -8.41 | 14.52 | 14.80 | 12.31 | 13.10 | -0.13 | 0.84 | 1.00 | 0.74 | -13.06 | -17.49 | -17.49 | -45.52 | -0.14 | 0.71 | 0.70 | 0.21 | -13.06 | 24.59 | 19.19 | 28.46 | 0.28 | 1.38 | 1.67 | 2.33 | |
|
Aggressive Global Income |
4 | 80 | 20 | 0 | -0.43 | 5.63 | 7.06 | 9.56 | 1.04 | May 27 2022 | 2.92 | -4.66 | 9.14 | 13.22 | 11.70 | 13.91 | -0.05 | 0.43 | 0.60 | 0.69 | -5.86 | -23.84 | -23.84 | -52.63 | -0.07 | 0.24 | 0.30 | 0.18 | -5.86 | 17.07 | -1.13 | 19.97 | 0.57 | 3.67 | 3.52 | 4.21 | |
|
Stocks/Bonds 80/20 |
2 | 80 | 20 | 0 | -4.23 | 10.71 | 11.02 | 9.30 | 2.08 | May 27 2022 | 0.74 | -8.10 | 13.07 | 13.64 | 11.31 | 11.93 | -0.32 | 0.79 | 0.97 | 0.78 | -13.15 | -16.53 | -16.53 | -41.09 | -0.32 | 0.65 | 0.67 | 0.23 | -13.15 | 20.16 | 18.36 | 26.30 | 0.34 | 1.62 | 1.87 | 2.41 | |
|
Simple Path to Wealth JL Collins |
2 | 75 | 25 | 0 | -4.44 | 10.15 | 10.46 | 9.08 | 1.97 | May 27 2022 | 0.78 | -7.85 | 12.51 | 12.87 | 10.66 | 11.20 | -0.35 | 0.79 | 0.98 | 0.81 | -12.93 | -15.46 | -15.46 | -38.53 | -0.34 | 0.66 | 0.68 | 0.24 | -12.93 | 18.79 | 17.70 | 25.21 | 0.36 | 1.65 | 1.92 | 2.45 | |
|
Mid-Fifties Burton Malkiel |
8 | 80 | 20 | 0 | -5.47 | 7.77 | 8.05 | 9.01 | 1.63 | May 27 2022 | 0.35 | -6.40 | 11.61 | 12.83 | 10.97 | 12.55 | -0.47 | 0.61 | 0.73 | 0.72 | -12.19 | -18.63 | -18.63 | -46.21 | -0.45 | 0.42 | 0.43 | 0.20 | -12.19 | 15.75 | 11.71 | 23.79 | 0.31 | 2.30 | 2.23 | 3.16 | |
|
Yale Endowment David Swensen |
6 | 70 | 30 | 0 | -3.33 | 7.72 | 7.88 | 9.00 | 1.62 | May 27 2022 | -0.31 | -6.59 | 11.78 | 10.87 | 9.43 | 10.35 | -0.28 | 0.71 | 0.84 | 0.87 | -12.32 | -13.19 | -13.19 | -39.48 | -0.27 | 0.59 | 0.60 | 0.23 | -12.32 | 17.53 | 12.03 | 22.65 | 0.44 | 2.65 | 2.12 | 2.91 | |
|
Ultimate Buy and Hold Strategy Paul Merriman |
10 | 100 | 0 | 0 | -5.78 | 7.02 | 8.72 | 8.94 | 1.59 | May 27 2022 | 1.43 | -6.26 | 11.49 | 16.38 | 13.88 | 15.17 | -0.50 | 0.43 | 0.63 | 0.59 | -10.61 | -27.54 | -27.54 | -57.21 | -0.54 | 0.26 | 0.32 | 0.16 | -10.61 | 19.37 | 6.40 | 23.62 | 0.22 | 2.79 | 2.06 | 3.37 | |
|
Late Thirties to Early Forties Burton Malkiel |
8 | 85 | 15 | 0 | -5.90 | 8.05 | 8.27 | 8.90 | 1.70 | May 27 2022 | 0.39 | -6.63 | 11.68 | 13.35 | 11.46 | 13.18 | -0.51 | 0.60 | 0.72 | 0.68 | -12.30 | -19.36 | -19.36 | -48.28 | -0.48 | 0.42 | 0.43 | 0.18 | -12.30 | 15.84 | 12.75 | 24.10 | 0.26 | 2.23 | 2.11 | 3.05 | |
|
Talmud Portfolio Roger Gibson |
3 | 66.7 | 33.3 | 0 | -0.87 | 7.96 | 8.21 | 8.88 | 1.83 | May 27 2022 | -0.51 | -5.74 | 12.31 | 11.21 | 9.54 | 10.24 | -0.07 | 0.71 | 0.86 | 0.87 | -11.18 | -15.16 | -15.16 | -40.17 | -0.08 | 0.53 | 0.54 | 0.22 | -11.18 | 21.44 | 8.02 | 22.79 | 0.45 | 2.37 | 2.63 | 3.16 | |
|
Late Sixties and Beyond Burton Malkiel |
8 | 71 | 29 | 0 | -4.24 | 7.35 | 7.61 | 8.86 | 1.51 | May 27 2022 | 0.25 | -5.78 | 11.10 | 11.66 | 9.92 | 11.23 | -0.38 | 0.63 | 0.77 | 0.79 | -11.37 | -16.82 | -16.82 | -41.80 | -0.37 | 0.44 | 0.45 | 0.21 | -11.37 | 15.40 | 10.03 | 22.55 | 0.35 | 2.25 | 2.27 | 3.19 | |
|
Robo Advisor 100 Betterment |
6 | 100 | 0 | 0 | -6.14 | 8.58 | 9.36 | 8.84 | 1.79 | May 27 2022 | 1.53 | -7.12 | 11.76 | 15.81 | 13.57 | 15.36 | -0.52 | 0.54 | 0.69 | 0.58 | -11.56 | -24.14 | -24.14 | -54.55 | -0.53 | 0.36 | 0.39 | 0.16 | -11.56 | 18.02 | 12.47 | 25.35 | 0.20 | 2.34 | 1.94 | 2.89 | |
|
Mid-Twenties Burton Malkiel |
8 | 87 | 13 | 0 | -6.15 | 8.07 | 8.28 | 8.82 | 1.73 | May 27 2022 | 0.37 | -6.74 | 11.72 | 13.58 | 11.69 | 13.52 | -0.52 | 0.59 | 0.71 | 0.65 | -12.37 | -19.79 | -19.79 | -49.50 | -0.50 | 0.41 | 0.42 | 0.18 | -12.37 | 15.90 | 12.95 | 24.15 | 0.24 | 2.22 | 2.07 | 3.04 | |
|
Robo Advisor 90 Betterment |
11 | 90.1 | 9.9 | 0 | -6.28 | 8.07 | 8.79 | 8.76 | 1.64 | May 27 2022 | 1.32 | -6.78 | 10.95 | 14.54 | 12.44 | 14.01 | -0.57 | 0.55 | 0.71 | 0.63 | -11.17 | -22.15 | -22.15 | -50.07 | -0.56 | 0.36 | 0.40 | 0.17 | -11.17 | 16.04 | 12.42 | 23.85 | 0.28 | 2.36 | 1.94 | 2.92 | |
|
Edge Select Aggressive Merrill Lynch |
12 | 84 | 16 | 0 | -6.76 | 9.17 | 9.20 | 8.72 | 1.84 | May 27 2022 | 0.66 | -7.45 | 11.45 | 13.45 | 11.53 | 12.79 | -0.59 | 0.68 | 0.80 | 0.68 | -12.89 | -17.64 | -17.64 | -45.65 | -0.52 | 0.52 | 0.52 | 0.19 | -12.89 | 15.74 | 17.62 | 24.61 | 0.24 | 1.85 | 1.73 | 2.60 | |
|
Robo Advisor 80 Betterment |
10 | 80 | 20 | 0 | -6.58 | 7.32 | 8.06 | 8.60 | 1.48 | May 27 2022 | 1.24 | -6.47 | 10.14 | 13.12 | 11.22 | 12.64 | -0.65 | 0.56 | 0.72 | 0.68 | -11.04 | -19.91 | -19.91 | -45.47 | -0.60 | 0.37 | 0.41 | 0.19 | -11.04 | 13.94 | 11.77 | 22.23 | 0.31 | 2.47 | 1.97 | 2.99 | |
|
Lazy Portfolio David Swensen |
6 | 70 | 30 | 0 | -2.72 | 7.58 | 7.46 | 8.59 | 1.59 | May 27 2022 | -0.18 | -5.44 | 10.51 | 10.78 | 9.30 | 10.38 | -0.26 | 0.70 | 0.80 | 0.83 | -10.46 | -14.66 | -14.66 | -40.89 | -0.26 | 0.52 | 0.51 | 0.21 | -10.46 | 17.34 | 10.56 | 21.27 | 0.41 | 2.51 | 2.03 | 2.85 | |
|
Couch Potato Scott Burns |
2 | 50 | 50 | 0 | -1.20 | 8.52 | 7.89 | 8.54 | 1.43 | May 27 2022 | 0.15 | -5.61 | 9.38 | 9.30 | 7.73 | 8.25 | -0.13 | 0.92 | 1.02 | 1.04 | -9.61 | -10.72 | -10.72 | -27.04 | -0.12 | 0.80 | 0.74 | 0.32 | -9.61 | 15.67 | 15.93 | 19.51 | 0.72 | 2.96 | 1.50 | 2.09 | |
|
Second Grader's Starter Paul Farrell |
3 | 90 | 10 | 0 | -5.97 | 9.47 | 9.79 | 8.51 | 1.91 | May 27 2022 | 0.97 | -7.82 | 12.36 | 14.33 | 12.21 | 13.35 | -0.48 | 0.66 | 0.80 | 0.64 | -12.97 | -19.32 | -19.32 | -48.52 | -0.46 | 0.49 | 0.51 | 0.18 | -12.97 | 17.70 | 16.72 | 25.83 | 0.28 | 2.09 | 1.94 | 2.78 | |
|
Family Taxable Portfolio Ted Aronson |
11 | 70 | 30 | 0 | -8.04 | 6.76 | 7.51 | 8.47 | 1.42 | May 27 2022 | 1.10 | -6.83 | 9.67 | 11.56 | 9.88 | 11.14 | -0.83 | 0.58 | 0.76 | 0.76 | -12.34 | -15.50 | -15.50 | -38.46 | -0.65 | 0.44 | 0.48 | 0.22 | -12.34 | 11.93 | 14.59 | 19.91 | 0.38 | 2.47 | 1.80 | 2.63 | |
|
Robust Alpha Architect |
8 | 70 | 20 | 10 | -0.57 | 7.87 | 7.26 | 8.47 | 1.66 | May 27 2022 | 2.67 | -3.97 | 9.96 | 12.44 | 10.36 | 10.89 | -0.06 | 0.63 | 0.70 | 0.78 | -7.42 | -19.45 | -19.45 | -45.15 | -0.08 | 0.40 | 0.37 | 0.19 | -7.06 | 15.71 | 9.55 | 22.11 | 0.17 | 1.43 | 1.27 | 2.02 | |
|
Core Four Rick Ferri |
4 | 80 | 20 | 0 | -5.05 | 8.55 | 8.86 | 8.43 | 1.78 | May 27 2022 | 0.67 | -7.06 | 11.70 | 12.70 | 10.76 | 11.67 | -0.43 | 0.67 | 0.82 | 0.72 | -12.32 | -17.12 | -17.12 | -44.44 | -0.41 | 0.50 | 0.52 | 0.19 | -12.32 | 17.18 | 13.93 | 24.04 | 0.33 | 2.20 | 2.14 | 2.91 | |
|
Stocks/Bonds 60/40 |
2 | 60 | 40 | 0 | -5.12 | 8.42 | 8.75 | 8.36 | 1.63 | May 27 2022 | 0.91 | -7.07 | 10.81 | 10.60 | 8.73 | 9.08 | -0.47 | 0.79 | 1.00 | 0.92 | -12.26 | -12.29 | -12.29 | -30.55 | -0.42 | 0.69 | 0.71 | 0.27 | -12.26 | 14.66 | 15.70 | 21.94 | 0.39 | 1.73 | 2.04 | 2.54 | |
|
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
5 | 70 | 30 | 0 | -3.73 | 7.95 | 8.21 | 8.29 | 1.62 | May 27 2022 | 0.56 | -6.42 | 11.07 | 11.41 | 9.62 | 10.22 | -0.34 | 0.70 | 0.85 | 0.81 | -11.48 | -15.08 | -15.08 | -39.55 | -0.33 | 0.53 | 0.54 | 0.21 | -11.48 | 16.85 | 12.52 | 22.28 | 0.42 | 2.50 | 2.13 | 2.84 | |
|
Edge Select Moderately Aggressive Merrill Lynch |
12 | 69 | 31 | 0 | -6.95 | 7.98 | 8.08 | 8.26 | 1.59 | May 27 2022 | 0.85 | -6.91 | 10.24 | 11.41 | 9.75 | 10.66 | -0.68 | 0.70 | 0.83 | 0.78 | -12.40 | -14.29 | -14.29 | -38.23 | -0.56 | 0.56 | 0.57 | 0.22 | -12.40 | 12.88 | 16.02 | 22.30 | 0.28 | 1.82 | 1.86 | 2.71 | |
|
Four Funds Bogleheads |
4 | 80 | 20 | 0 | -5.57 | 8.60 | 8.73 | 8.23 | 1.69 | May 27 2022 | 0.88 | -7.11 | 11.14 | 12.79 | 10.94 | 11.95 | -0.50 | 0.67 | 0.80 | 0.69 | -12.08 | -17.11 | -17.11 | -44.08 | -0.46 | 0.50 | 0.51 | 0.19 | -12.08 | 15.70 | 15.71 | 23.60 | 0.37 | 2.38 | 1.89 | 2.73 | |
|
Gone Fishin' Portfolio Alexander Green |
10 | 65 | 30 | 5 | -7.02 | 6.44 | 6.73 | 8.23 | 1.38 | May 27 2022 | 0.94 | -5.85 | 9.16 | 11.55 | 9.93 | 11.67 | -0.77 | 0.56 | 0.68 | 0.70 | -10.62 | -17.18 | -17.18 | -43.02 | -0.66 | 0.38 | 0.39 | 0.19 | -10.62 | 11.58 | 12.37 | 19.76 | 0.40 | 2.60 | 2.16 | 2.90 | |
|
Coffee House Bill Schultheis |
7 | 60 | 40 | 0 | -4.46 | 6.28 | 7.24 | 8.18 | 1.33 | May 27 2022 | 1.37 | -5.48 | 8.96 | 10.38 | 8.64 | 9.13 | -0.50 | 0.60 | 0.84 | 0.90 | -9.93 | -15.36 | -15.36 | -33.93 | -0.45 | 0.41 | 0.47 | 0.24 | -9.93 | 15.24 | 7.45 | 18.99 | 0.41 | 2.31 | 2.25 | 2.89 | |
|
Golden Butterfly |
5 | 40 | 40 | 20 | -3.29 | 6.68 | 6.28 | 8.16 | 0.93 | May 27 2022 | 0.43 | -5.36 | 8.07 | 7.73 | 6.87 | 7.17 | -0.41 | 0.86 | 0.91 | 1.14 | -8.12 | -8.12 | -8.12 | -14.81 | -0.40 | 0.82 | 0.77 | 0.55 | -8.12 | 9.35 | 13.93 | 18.03 | 0.21 | 1.03 | 1.09 | 1.81 | |
|
Three Funds Bogleheads |
3 | 80 | 20 | 0 | -6.44 | 8.34 | 8.66 | 8.09 | 1.69 | May 27 2022 | 1.05 | -7.31 | 11.23 | 12.76 | 10.90 | 11.89 | -0.57 | 0.65 | 0.79 | 0.68 | -12.52 | -17.01 | -17.01 | -43.68 | -0.51 | 0.49 | 0.51 | 0.19 | -12.52 | 14.95 | 15.39 | 23.65 | 0.31 | 2.15 | 2.02 | 2.84 | |
|
Vanguard LifeStrategy Growth Fund Vanguard |
4 | 80 | 20 | 0 | -6.51 | 8.21 | 8.58 | 8.05 | 1.66 | May 27 2022 | 0.99 | -7.19 | 11.04 | 12.70 | 10.89 | 11.93 | -0.59 | 0.65 | 0.79 | 0.67 | -12.36 | -17.22 | -17.22 | -44.18 | -0.53 | 0.48 | 0.50 | 0.18 | -12.36 | 14.57 | 15.01 | 23.41 | 0.28 | 2.27 | 1.95 | 2.91 | |
|
Pinwheel |
8 | 65 | 25 | 10 | -3.23 | 6.54 | 6.29 | 7.99 | 1.27 | May 27 2022 | 0.16 | -4.69 | 8.94 | 10.15 | 8.88 | 10.11 | -0.36 | 0.64 | 0.71 | 0.79 | -8.32 | -14.99 | -14.99 | -36.89 | -0.39 | 0.44 | 0.42 | 0.22 | -8.32 | 13.53 | 9.12 | 19.31 | 0.18 | 1.79 | 1.62 | 2.58 | |
|
Marc Faber Portfolio Marc Faber |
6 | 50 | 25 | 25 | 0.51 | 7.26 | 5.70 | 7.98 | 1.23 | May 27 2022 | -0.91 | -4.46 | 10.05 | 9.20 | 8.49 | 9.19 | 0.05 | 0.79 | 0.67 | 0.87 | -7.35 | -11.30 | -11.30 | -28.82 | 0.07 | 0.64 | 0.50 | 0.28 | -7.35 | 12.98 | 11.15 | 20.49 | 0.31 | 1.94 | 2.02 | 2.52 | |
|
Five Asset Roger Gibson |
6 | 60 | 20 | 20 | 7.80 | 9.01 | 6.55 | 7.98 | 1.58 | May 27 2022 | 1.01 | -2.98 | 9.60 | 11.60 | 9.93 | 10.88 | 0.81 | 0.78 | 0.66 | 0.73 | -3.55 | -19.30 | -19.30 | -44.75 | 2.20 | 0.47 | 0.34 | 0.18 | -2.48 | 22.77 | 5.29 | 20.35 | 0.28 | 2.16 | 1.93 | 3.02 | |
|
Robo Advisor 50 Betterment |
10 | 49.9 | 50.1 | 0 | -7.42 | 4.96 | 5.79 | 7.96 | 0.99 | May 27 2022 | 1.08 | -5.50 | 7.85 | 9.10 | 7.81 | 8.91 | -0.95 | 0.55 | 0.74 | 0.89 | -10.63 | -13.31 | -13.31 | -30.72 | -0.70 | 0.37 | 0.44 | 0.26 | -10.63 | 7.95 | 9.50 | 17.41 | 0.40 | 2.80 | 2.06 | 3.20 | |
|
No Brainer Portfolio Bill Bernstein |
4 | 75 | 25 | 0 | -5.93 | 7.30 | 8.04 | 7.91 | 1.53 | May 27 2022 | 1.44 | -5.99 | 9.49 | 12.40 | 10.54 | 11.32 | -0.63 | 0.59 | 0.76 | 0.70 | -10.54 | -18.24 | -18.24 | -40.40 | -0.56 | 0.40 | 0.44 | 0.20 | -10.54 | 15.39 | 11.61 | 19.82 | 0.18 | 1.74 | 1.53 | 2.49 | |
|
Dimensional 2030 Retirement Income DFA |
8 | 55.9 | 44.1 | 0 | -3.81 | 7.20 | 6.88 | 7.91 | 1.26 | May 27 2022 | 0.41 | -5.50 | 8.66 | 9.33 | 7.99 | 8.80 | -0.44 | 0.77 | 0.86 | 0.90 | -9.92 | -11.58 | -11.58 | -31.78 | -0.38 | 0.62 | 0.59 | 0.25 | -9.92 | 12.36 | 13.87 | 18.74 | 0.52 | 2.87 | 1.63 | 2.52 | |
|
All Weather Portfolio Ray Dalio |
5 | 30 | 55 | 15 | -2.20 | 6.59 | 5.59 | 7.90 | 0.94 | May 27 2022 | 0.63 | -6.19 | 8.93 | 7.17 | 6.42 | 6.78 | -0.25 | 0.92 | 0.87 | 1.16 | -9.73 | -9.73 | -9.73 | -12.18 | -0.23 | 0.68 | 0.57 | 0.65 | -9.73 | 8.08 | 14.68 | 18.22 | 0.28 | 1.13 | 1.40 | 2.03 | |
|
Perfect Portfolio Ben Stein |
7 | 80 | 20 | 0 | -1.87 | 8.12 | 7.89 | 7.87 | 1.56 | May 27 2022 | 1.19 | -5.77 | 9.89 | 12.48 | 10.71 | 11.98 | -0.19 | 0.65 | 0.74 | 0.66 | -8.36 | -18.62 | -18.62 | -44.81 | -0.22 | 0.44 | 0.42 | 0.18 | -8.36 | 16.52 | 10.46 | 21.12 | 0.22 | 1.92 | 1.69 | 2.89 | |
|
Margaritaville Scott Burns |
3 | 67 | 33 | 0 | -4.45 | 7.45 | 7.14 | 7.82 | 1.37 | May 27 2022 | 0.63 | -5.93 | 9.34 | 10.81 | 9.41 | 10.40 | -0.48 | 0.69 | 0.76 | 0.75 | -10.43 | -14.40 | -14.40 | -38.70 | -0.43 | 0.52 | 0.50 | 0.20 | -10.43 | 13.33 | 14.40 | 20.39 | 0.53 | 3.04 | 1.73 | 2.62 | |
|
Coward's Portfolio Bill Bernstein |
10 | 60 | 40 | 0 | -4.46 | 6.27 | 6.98 | 7.80 | 1.21 | May 27 2022 | 1.41 | -4.97 | 8.20 | 10.07 | 8.47 | 9.06 | -0.54 | 0.62 | 0.82 | 0.86 | -8.99 | -15.13 | -15.13 | -33.85 | -0.50 | 0.41 | 0.46 | 0.23 | -8.99 | 13.47 | 8.12 | 18.34 | 0.27 | 1.73 | 1.81 | 2.75 | |
|
Sandwich Portfolio Bob Clyatt |
8 | 55 | 45 | 0 | -6.71 | 5.53 | 6.05 | 7.70 | 1.10 | May 27 2022 | 0.78 | -4.93 | 7.82 | 8.39 | 7.22 | 7.91 | -0.86 | 0.66 | 0.84 | 0.97 | -10.27 | -10.75 | -10.75 | -28.96 | -0.65 | 0.52 | 0.56 | 0.27 | -10.27 | 9.88 | 10.59 | 16.81 | 0.19 | 1.55 | 1.53 | 2.61 | |
|
Edge Select Moderate Merrill Lynch |
12 | 53 | 47 | 0 | -7.34 | 6.48 | 6.74 | 7.68 | 1.29 | May 27 2022 | 1.09 | -6.23 | 8.78 | 9.25 | 7.87 | 8.46 | -0.84 | 0.70 | 0.86 | 0.91 | -11.76 | -11.76 | -11.76 | -29.58 | -0.62 | 0.55 | 0.57 | 0.26 | -11.76 | 9.66 | 13.88 | 19.44 | 0.31 | 1.77 | 1.93 | 2.80 | |
|
Simple Money Portfolio Tim Maurer |
7 | 60 | 40 | 0 | -6.48 | 4.78 | 6.14 | 7.64 | 0.91 | May 27 2022 | 2.07 | -4.74 | 7.46 | 9.56 | 8.25 | 8.62 | -0.87 | 0.50 | 0.74 | 0.89 | -8.87 | -14.55 | -14.55 | -32.39 | -0.73 | 0.33 | 0.42 | 0.24 | -8.85 | 10.46 | 6.87 | 16.14 | 0.17 | 1.99 | 1.57 | 2.95 | |
|
Ultimate Buy&Hold FundAdvice |
12 | 60 | 40 | 0 | -5.05 | 4.86 | 5.82 | 7.64 | 0.96 | May 27 2022 | 1.14 | -4.33 | 7.51 | 9.41 | 8.12 | 8.87 | -0.67 | 0.52 | 0.72 | 0.86 | -8.37 | -15.07 | -15.07 | -34.23 | -0.60 | 0.32 | 0.39 | 0.22 | -8.37 | 11.49 | 5.84 | 16.24 | 0.30 | 2.22 | 1.73 | 2.84 | |
|
Dynamic 60/40 Income |
5 | 60 | 40 | 0 | -2.23 | 5.77 | 6.45 | 7.60 | 1.65 | May 27 2022 | 0.74 | -4.83 | 9.57 | 9.42 | 7.80 | 8.88 | -0.23 | 0.61 | 0.83 | 0.86 | -9.74 | -14.24 | -14.24 | -41.44 | -0.23 | 0.41 | 0.45 | 0.18 | -9.74 | 15.27 | 6.26 | 18.59 | 0.58 | 2.81 | 3.17 | 4.05 | |
|
GAA Global Asset Allocation Mebane Faber |
10 | 40.5 | 49.5 | 10 | -3.88 | 5.95 | 5.49 | 7.55 | 1.02 | May 27 2022 | 0.89 | -5.73 | 8.47 | 8.09 | 7.03 | 7.50 | -0.46 | 0.74 | 0.78 | 1.01 | -9.78 | -9.78 | -9.78 | -24.91 | -0.40 | 0.61 | 0.56 | 0.30 | -9.78 | 8.69 | 11.18 | 19.10 | 0.32 | 2.20 | 1.86 | 2.90 | |
|
Ivy Portfolio Mebane Faber |
5 | 60 | 20 | 20 | 8.43 | 8.54 | 5.87 | 7.51 | 1.55 | May 27 2022 | 1.35 | -3.20 | 9.67 | 12.44 | 10.50 | 11.18 | 0.87 | 0.69 | 0.56 | 0.67 | -4.02 | -21.77 | -21.77 | -47.39 | 2.10 | 0.39 | 0.27 | 0.16 | -1.42 | 22.27 | 2.25 | 21.16 | 0.30 | 2.07 | 2.02 | 2.63 | |
|
Vanguard LifeStrategy Moderate Growth Vanguard |
4 | 60 | 40 | 0 | -6.83 | 6.56 | 6.99 | 7.49 | 1.31 | May 27 2022 | 1.00 | -6.31 | 9.15 | 9.83 | 8.40 | 9.06 | -0.75 | 0.67 | 0.83 | 0.83 | -11.52 | -12.56 | -12.56 | -33.52 | -0.59 | 0.52 | 0.56 | 0.22 | -11.52 | 10.43 | 12.96 | 19.70 | 0.33 | 2.33 | 1.99 | 2.96 | |
|
Big Rocks Portfolio Larry Swedroe |
11 | 60 | 40 | 0 | -3.44 | 5.54 | 6.42 | 7.45 | 1.09 | May 27 2022 | 1.34 | -4.04 | 7.35 | 9.73 | 8.24 | 8.77 | -0.47 | 0.57 | 0.78 | 0.85 | -7.22 | -15.63 | -15.63 | -33.80 | -0.48 | 0.35 | 0.41 | 0.22 | -7.22 | 13.59 | 5.25 | 15.98 | 0.20 | 1.65 | 1.57 | 2.72 | |
|
Dynamic 40/60 Income |
5 | 40 | 60 | 0 | -7.07 | 3.84 | 5.04 | 7.45 | 1.14 | May 27 2022 | 1.71 | -5.34 | 7.70 | 8.16 | 6.62 | 7.72 | -0.92 | 0.47 | 0.76 | 0.96 | -10.90 | -12.42 | -12.42 | -29.84 | -0.65 | 0.31 | 0.41 | 0.25 | -10.90 | 6.72 | 8.28 | 15.91 | 0.69 | 2.85 | 3.24 | 4.21 | |
|
Ideal Index Frank Armstrong |
7 | 70 | 30 | 0 | -4.31 | 5.99 | 6.61 | 7.33 | 1.25 | May 27 2022 | 1.23 | -4.64 | 8.48 | 10.85 | 9.34 | 10.31 | -0.51 | 0.55 | 0.71 | 0.71 | -8.51 | -17.16 | -17.16 | -40.11 | -0.51 | 0.35 | 0.39 | 0.18 | -8.51 | 13.98 | 6.95 | 17.96 | 0.23 | 1.94 | 1.75 | 2.83 | |
|
Rob Arnott Portfolio Rob Arnott |
8 | 30 | 60 | 10 | -0.13 | 5.80 | 4.87 | 7.32 | 0.96 | May 27 2022 | 0.88 | -4.15 | 7.27 | 6.98 | 6.18 | 6.71 | -0.02 | 0.83 | 0.79 | 1.09 | -7.21 | -8.72 | -8.72 | -24.27 | -0.02 | 0.67 | 0.56 | 0.30 | -7.21 | 11.04 | 7.98 | 16.67 | 0.41 | 2.57 | 1.88 | 3.13 | |
|
7Twelve Portfolio Craig Israelsen |
9 | 50 | 33.3 | 16.7 | 4.52 | 7.03 | 4.97 | 7.32 | 1.23 | May 27 2022 | 1.64 | -2.73 | 7.40 | 10.28 | 8.73 | 9.48 | 0.61 | 0.68 | 0.57 | 0.77 | -3.52 | -17.90 | -17.90 | -37.96 | 1.29 | 0.39 | 0.28 | 0.19 | -1.74 | 16.41 | 3.64 | 17.04 | 0.16 | 1.33 | 1.34 | 2.13 | |
|
Simplified Permanent Portfolio |
3 | 25 | 50 | 25 | -3.22 | 5.88 | 4.61 | 7.32 | 0.72 | May 27 2022 | 0.41 | -4.84 | 7.57 | 6.30 | 6.12 | 6.48 | -0.43 | 0.93 | 0.75 | 1.13 | -7.81 | -7.81 | -7.81 | -13.28 | -0.41 | 0.75 | 0.59 | 0.55 | -7.81 | 3.72 | 16.46 | 16.15 | 0.22 | 0.78 | 1.02 | 1.68 | |
|
Stocks/Bonds 40/60 |
2 | 40 | 60 | 0 | -6.15 | 6.07 | 6.42 | 7.29 | 1.18 | May 27 2022 | 1.08 | -6.04 | 8.60 | 7.73 | 6.32 | 6.46 | -0.72 | 0.79 | 1.02 | 1.13 | -11.37 | -11.37 | -11.37 | -19.17 | -0.54 | 0.53 | 0.56 | 0.38 | -11.37 | 9.15 | 13.04 | 17.57 | 0.45 | 1.84 | 2.20 | 2.66 | |
|
High Yield Bonds Income |
4 | 0 | 100 | 0 | -10.96 | 1.83 | 3.46 | 7.22 | 0.69 | May 27 2022 | 2.23 | -6.24 | 7.73 | 8.59 | 7.42 | 8.34 | -1.42 | 0.21 | 0.47 | 0.87 | -13.90 | -13.90 | -13.90 | -23.97 | -0.79 | 0.13 | 0.25 | 0.30 | -13.40 | 0.88 | 7.08 | 16.98 | 1.00 | 3.76 | 4.38 | 5.32 | |
|
Edge Select Moderately Conservative Merrill Lynch |
12 | 37 | 63 | 0 | -7.43 | 5.04 | 5.44 | 7.01 | 0.99 | May 27 2022 | 1.16 | -5.44 | 7.29 | 7.04 | 5.99 | 6.34 | -1.02 | 0.72 | 0.91 | 1.11 | -10.85 | -10.85 | -10.85 | -20.48 | -0.68 | 0.46 | 0.50 | 0.34 | -10.85 | 6.44 | 11.65 | 16.41 | 0.34 | 1.84 | 1.95 | 2.92 | |
|
European Stocks |
1 | 100 | 0 | 0 | -8.92 | 5.01 | 6.14 | 7.00 | 1.23 | May 27 2022 | 2.71 | -6.25 | 14.41 | 17.20 | 15.76 | 17.35 | -0.62 | 0.29 | 0.39 | 0.40 | -14.73 | -25.65 | -25.65 | -59.77 | -0.61 | 0.20 | 0.24 | 0.12 | -14.24 | 16.88 | 6.11 | 24.86 | 0.20 | 3.49 | 2.85 | 3.99 | |
|
Desert Portfolio Gyroscopic Investing |
3 | 30 | 60 | 10 | -4.44 | 5.38 | 4.96 | 6.98 | 0.78 | May 27 2022 | 0.68 | -4.10 | 6.24 | 5.37 | 4.72 | 5.14 | -0.71 | 1.00 | 1.05 | 1.36 | -8.00 | -8.00 | -8.00 | -10.15 | -0.55 | 0.67 | 0.62 | 0.69 | -8.00 | 5.76 | 12.96 | 14.41 | 0.21 | 0.88 | 1.23 | 1.95 | |
|
Lifepath Fund iShares |
6 | 40.4 | 59.6 | 0 | -6.29 | 5.21 | 5.44 | 6.94 | 1.01 | May 27 2022 | 1.11 | -5.49 | 7.70 | 7.35 | 6.17 | 6.50 | -0.82 | 0.71 | 0.88 | 1.07 | -10.68 | -10.68 | -10.68 | -21.23 | -0.59 | 0.49 | 0.51 | 0.33 | -10.68 | 8.05 | 11.47 | 16.20 | 0.48 | 2.31 | 2.15 | 2.76 | |
|
Paul Boyer Portfolio Paul Boyer |
5 | 25 | 50 | 25 | -5.96 | 4.42 | 3.25 | 6.93 | 0.52 | May 27 2022 | -0.14 | -4.57 | 6.54 | 6.42 | 6.43 | 7.17 | -0.91 | 0.69 | 0.51 | 0.97 | -8.13 | -8.13 | -9.15 | -13.66 | -0.73 | 0.54 | 0.36 | 0.51 | -7.93 | 0.51 | 15.04 | 13.97 | 0.14 | 0.90 | 1.04 | 1.80 | |
|
Permanent Portfolio Harry Browne |
4 | 25 | 50 | 25 | -1.79 | 6.18 | 4.75 | 6.83 | 0.70 | May 27 2022 | -0.45 | -4.94 | 7.65 | 6.55 | 6.26 | 6.19 | -0.23 | 0.94 | 0.76 | 1.10 | -7.40 | -7.40 | -7.40 | -12.63 | -0.24 | 0.84 | 0.64 | 0.54 | -7.40 | 4.21 | 16.10 | 16.17 | 0.18 | 0.73 | 0.94 | 1.73 | |
|
All Country World 80/20 |
4 | 80 | 20 | 0 | -6.76 | 7.83 | 8.04 | 6.81 | 1.66 | May 27 2022 | 0.98 | -7.28 | 11.21 | 12.92 | 11.16 | 12.33 | -0.60 | 0.61 | 0.72 | 0.55 | -12.47 | -17.98 | -17.98 | -47.32 | -0.54 | 0.44 | 0.45 | 0.14 | -12.47 | 14.21 | 14.55 | 23.35 | 0.29 | 2.27 | 1.98 | 3.01 | |
|
Vanguard LifeStrategy Conservative Growth Vanguard |
4 | 40 | 60 | 0 | -7.24 | 4.84 | 5.36 | 6.80 | 0.96 | May 27 2022 | 1.00 | -5.44 | 7.35 | 7.15 | 6.07 | 6.43 | -0.98 | 0.68 | 0.88 | 1.06 | -10.68 | -10.68 | -10.68 | -21.90 | -0.68 | 0.45 | 0.50 | 0.31 | -10.68 | 6.29 | 10.90 | 15.98 | 0.37 | 2.39 | 2.03 | 3.01 | |
|
All Country World 60/40 |
4 | 60 | 40 | 0 | -7.25 | 6.22 | 6.64 | 6.79 | 1.30 | May 27 2022 | 0.96 | -6.47 | 9.43 | 10.25 | 8.81 | 9.64 | -0.77 | 0.61 | 0.75 | 0.70 | -11.81 | -13.80 | -13.80 | -36.70 | -0.61 | 0.45 | 0.48 | 0.18 | -11.81 | 10.14 | 12.48 | 19.89 | 0.35 | 2.41 | 2.05 | 3.13 | |
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Andrew Tobias Portfolio Andrew Tobias |
3 | 66.7 | 33.3 | 0 | -4.99 | 6.36 | 6.72 | 6.77 | 1.25 | May 27 2022 | 1.31 | -5.40 | 8.95 | 10.11 | 8.85 | 9.62 | -0.56 | 0.63 | 0.76 | 0.70 | -9.93 | -13.71 | -13.71 | -36.42 | -0.50 | 0.46 | 0.49 | 0.19 | -9.93 | 12.14 | 10.55 | 18.69 | 0.13 | 1.80 | 1.64 | 2.72 | |
|
Larry Portfolio Larry Swedroe |
4 | 30 | 70 | 0 | -8.29 | 2.50 | 3.38 | 6.72 | 0.42 | May 27 2022 | 1.34 | -3.23 | 4.58 | 4.92 | 4.41 | 5.28 | -1.81 | 0.51 | 0.77 | 1.27 | -9.43 | -9.43 | -9.43 | -11.47 | -0.88 | 0.27 | 0.36 | 0.59 | -7.91 | 3.41 | 6.44 | 10.64 | 0.20 | 1.20 | 1.29 | 2.32 | |
|
All Country World Stocks |
1 | 100 | 0 | 0 | -6.35 | 9.37 | 9.40 | 6.67 | 2.02 | May 27 2022 | 0.99 | -8.10 | 13.00 | 15.70 | 13.60 | 15.19 | -0.49 | 0.60 | 0.69 | 0.44 | -13.13 | -22.15 | -22.15 | -57.06 | -0.48 | 0.42 | 0.42 | 0.12 | -13.13 | 18.27 | 16.61 | 26.82 | 0.24 | 2.13 | 1.91 | 2.90 | |
|
All Country World 40/60 |
4 | 40 | 60 | 0 | -7.82 | 4.56 | 5.18 | 6.62 | 0.95 | May 27 2022 | 0.95 | -5.65 | 7.71 | 7.75 | 6.62 | 7.19 | -1.01 | 0.59 | 0.78 | 0.92 | -11.15 | -11.15 | -11.15 | -25.16 | -0.70 | 0.41 | 0.46 | 0.26 | -11.15 | 6.07 | 10.42 | 16.42 | 0.40 | 2.55 | 2.13 | 3.24 | |
|
All Country World 20/80 |
4 | 20 | 80 | 0 | -8.46 | 2.83 | 3.67 | 6.32 | 0.59 | May 27 2022 | 0.94 | -4.84 | 6.15 | 5.63 | 4.81 | 5.22 | -1.38 | 0.50 | 0.76 | 1.21 | -10.99 | -10.99 | -10.99 | -14.04 | -0.77 | 0.26 | 0.33 | 0.45 | -10.49 | 2.00 | 8.36 | 12.96 | 0.45 | 2.69 | 2.20 | 3.36 | |
|
Emerging Markets Stocks |
1 | 100 | 0 | 0 | -19.96 | 3.28 | 2.15 | 6.21 | 1.15 | May 27 2022 | -0.78 | -6.14 | 10.58 | 16.94 | 16.21 | 23.30 | -1.89 | 0.19 | 0.13 | 0.27 | -22.00 | -29.69 | -30.19 | -60.44 | -0.91 | 0.11 | 0.07 | 0.10 | -13.24 | -3.61 | 17.03 | 18.20 | 0.00 | 1.89 | 1.68 | 3.19 | |
|
US Inflation Protection |
1 | 0 | 100 | 0 | 0.47 | 3.71 | 2.12 | 6.11 | 0.32 | May 27 2022 | -0.28 | -2.18 | 4.97 | 4.01 | 4.37 | 5.88 | 0.09 | 0.92 | 0.49 | 1.04 | -5.19 | -5.19 | -9.24 | -11.79 | 0.09 | 0.71 | 0.23 | 0.52 | -5.19 | 5.67 | 10.84 | 8.35 | 1.14 | 4.41 | 1.29 | 1.88 | |
|
Developed World ex-US 60/40 |
2 | 60 | 40 | 0 | -8.23 | 3.91 | 5.00 | 6.09 | 0.81 | May 27 2022 | 1.30 | -5.26 | 7.96 | 9.53 | 8.75 | 9.99 | -1.03 | 0.41 | 0.57 | 0.61 | -11.19 | -14.56 | -14.56 | -37.49 | -0.74 | 0.27 | 0.34 | 0.16 | -10.36 | 6.09 | 7.71 | 16.72 | 0.18 | 3.50 | 1.79 | 3.62 | |
|
Stocks/Bonds 20/80 |
2 | 20 | 80 | 0 | -7.34 | 3.65 | 4.04 | 6.09 | 0.74 | May 27 2022 | 1.24 | -5.01 | 6.56 | 5.31 | 4.36 | 4.39 | -1.12 | 0.69 | 0.93 | 1.39 | -10.48 | -10.48 | -10.48 | -10.48 | -0.70 | 0.35 | 0.39 | 0.58 | -10.48 | 3.64 | 10.38 | 13.20 | 0.50 | 1.95 | 2.37 | 2.79 | |
|
Developed World ex-US 40/60 |
2 | 40 | 60 | 0 | -7.93 | 3.14 | 4.30 | 6.08 | 0.60 | May 27 2022 | 0.89 | -4.51 | 6.17 | 6.81 | 6.24 | 7.18 | -1.29 | 0.46 | 0.69 | 0.85 | -10.38 | -10.38 | -10.38 | -26.17 | -0.76 | 0.30 | 0.41 | 0.23 | -9.45 | 3.30 | 6.69 | 13.77 | 0.20 | 3.51 | 1.58 | 3.61 | |
|
Dimensional Retirement Income Fund DFA |
7 | 20.4 | 79.6 | 0 | -0.99 | 4.31 | 3.56 | 6.01 | 0.52 | May 27 2022 | 0.23 | -2.69 | 4.60 | 4.33 | 3.91 | 4.52 | -0.22 | 1.00 | 0.91 | 1.33 | -5.39 | -5.39 | -5.39 | -12.91 | -0.18 | 0.80 | 0.66 | 0.47 | -5.39 | 7.04 | 8.69 | 10.30 | 0.52 | 3.41 | 1.56 | 2.41 | |
|
Vanguard LifeStrategy Income Fund Vanguard |
4 | 20 | 80 | 0 | -7.74 | 3.06 | 3.67 | 5.98 | 0.60 | May 27 2022 | 1.00 | -4.56 | 5.77 | 4.91 | 4.17 | 4.32 | -1.34 | 0.62 | 0.88 | 1.38 | -10.18 | -10.18 | -10.18 | -10.54 | -0.76 | 0.30 | 0.36 | 0.57 | -9.84 | 2.15 | 8.85 | 12.26 | 0.41 | 2.45 | 2.08 | 3.06 | |
|
Developed World ex-US 80/20 |
2 | 80 | 20 | 0 | -8.56 | 4.60 | 5.62 | 5.94 | 1.03 | May 27 2022 | 1.71 | -6.02 | 9.88 | 12.46 | 11.43 | 13.10 | -0.87 | 0.37 | 0.49 | 0.45 | -12.01 | -19.27 | -19.27 | -47.74 | -0.71 | 0.24 | 0.29 | 0.12 | -11.26 | 8.88 | 8.72 | 19.67 | 0.17 | 3.48 | 2.00 | 3.64 | |
|
Developed World ex-US 20/80 |
2 | 20 | 80 | 0 | -7.68 | 2.28 | 3.52 | 5.92 | 0.39 | May 27 2022 | 0.48 | -3.75 | 4.75 | 4.55 | 4.16 | 5.02 | -1.61 | 0.50 | 0.85 | 1.18 | -9.61 | -9.61 | -9.61 | -15.55 | -0.80 | 0.24 | 0.37 | 0.38 | -8.55 | 0.51 | 5.67 | 10.82 | 0.21 | 3.53 | 1.37 | 3.59 | |
|
All Country World Bonds |
3 | 0 | 100 | 0 | -9.19 | 1.04 | 2.10 | 5.89 | 0.23 | May 27 2022 | 0.93 | -4.02 | 5.02 | 4.42 | 3.92 | 4.31 | -1.83 | 0.23 | 0.54 | 1.37 | -11.09 | -11.69 | -11.69 | -11.69 | -0.83 | 0.09 | 0.18 | 0.50 | -9.83 | -2.06 | 6.30 | 9.49 | 0.51 | 2.83 | 2.27 | 3.47 | |
|
Gold |
1 | 0 | 0 | 100 | 6.79 | 7.93 | 0.89 | 5.67 | 0.05 | May 27 2022 | -2.29 | -2.07 | 13.49 | 12.79 | 14.77 | 15.40 | 0.50 | 0.62 | 0.06 | 0.37 | -7.94 | -13.74 | -40.97 | -42.91 | 0.86 | 0.58 | 0.02 | 0.13 | 3.48 | -4.15 | 24.81 | 17.86 | 0.00 | 0.00 | 0.00 | 0.00 | |
|
Developed World ex-US Stocks |
1 | 100 | 0 | 0 | -8.93 | 5.21 | 6.18 | 5.62 | 1.24 | May 27 2022 | 2.12 | -6.79 | 11.84 | 15.53 | 14.22 | 16.40 | -0.75 | 0.34 | 0.43 | 0.34 | -12.84 | -24.14 | -24.14 | -57.00 | -0.70 | 0.22 | 0.26 | 0.10 | -12.17 | 11.67 | 9.74 | 22.62 | 0.16 | 3.46 | 2.21 | 3.65 | |
|
Total Bond Developed World ex-US |
1 | 0 | 100 | 0 | -7.46 | 1.34 | 2.68 | 5.61 | 0.18 | May 27 2022 | 0.07 | -3.00 | 4.26 | 3.63 | 3.36 | 4.47 | -1.75 | 0.37 | 0.80 | 1.25 | -9.15 | -9.75 | -9.75 | -10.03 | -0.81 | 0.14 | 0.27 | 0.56 | -7.64 | -2.28 | 4.65 | 7.87 | 0.22 | 3.55 | 1.16 | 3.58 | |
|
10-year Treasury |
1 | 0 | 100 | 0 | -8.96 | 0.87 | 1.44 | 5.59 | 0.14 | May 27 2022 | 1.68 | -4.23 | 6.44 | 5.74 | 5.58 | 6.62 | -1.39 | 0.15 | 0.26 | 0.84 | -12.01 | -14.98 | -14.98 | -14.98 | -0.75 | 0.06 | 0.10 | 0.37 | -10.33 | -3.33 | 10.01 | 8.03 | 0.29 | 0.80 | 1.18 | 2.22 | |
|
Edge Select Conservative Merrill Lynch |
12 | 21 | 79 | 0 | -5.35 | 3.24 | 3.63 | 5.58 | 0.55 | May 27 2022 | 1.08 | -3.45 | 4.53 | 4.23 | 3.63 | 3.91 | -1.18 | 0.77 | 1.00 | 1.43 | -7.27 | -7.27 | -7.27 | -10.97 | -0.74 | 0.45 | 0.50 | 0.51 | -7.27 | 3.46 | 6.74 | 11.07 | 0.28 | 1.51 | 1.56 | 2.79 | |
|
Robo Advisor 20 Betterment |
12 | 19.9 | 80.1 | 0 | -5.57 | 2.59 | 2.90 | 5.57 | 0.42 | May 27 2022 | 0.91 | -2.74 | 3.81 | 3.84 | 3.35 | 3.96 | -1.46 | 0.68 | 0.87 | 1.41 | -6.99 | -6.99 | -6.99 | -9.97 | -0.80 | 0.37 | 0.41 | 0.56 | -6.65 | 2.61 | 6.01 | 9.57 | 0.27 | 1.60 | 1.58 | 2.70 | |
|
Conservative Income Charles Schwab |
6 | 5 | 95 | 0 | -3.64 | 2.17 | 2.07 | 4.90 | 0.37 | May 27 2022 | 0.53 | -2.59 | 3.92 | 3.28 | 3.06 | 3.36 | -0.93 | 0.66 | 0.68 | 1.46 | -6.25 | -6.25 | -6.25 | -7.01 | -0.58 | 0.35 | 0.33 | 0.70 | -6.25 | 2.43 | 5.45 | 8.37 | 0.54 | 2.26 | 1.91 | 2.80 | |
|
Total Bond US |
1 | 0 | 100 | 0 | -8.71 | 1.16 | 1.59 | 4.77 | 0.29 | May 27 2022 | 1.41 | -3.97 | 5.06 | 4.22 | 3.70 | 3.83 | -1.72 | 0.28 | 0.43 | 1.24 | -10.70 | -11.48 | -11.48 | -11.48 | -0.81 | 0.10 | 0.14 | 0.42 | -9.58 | -1.86 | 7.71 | 8.83 | 0.55 | 2.06 | 2.53 | 2.91 | |
|
Robo Advisor 10 Betterment |
12 | 9.9 | 90.1 | 0 | -4.74 | 1.74 | 1.82 | 4.52 | 0.23 | May 27 2022 | 0.85 | -1.66 | 2.41 | 2.13 | 1.87 | 2.44 | -1.97 | 0.81 | 0.97 | 1.86 | -5.51 | -5.51 | -5.51 | -5.51 | -0.86 | 0.32 | 0.33 | 0.82 | -4.96 | 0.88 | 4.71 | 6.61 | 0.21 | 1.05 | 1.36 | 2.45 | |
|
Robo Advisor 0 Betterment |
2 | 0 | 100 | 0 | -3.94 | 0.84 | 0.73 | 3.44 | 0.03 | May 27 2022 | 0.81 | -0.59 | 1.54 | 1.41 | 1.14 | 1.83 | -2.57 | 0.60 | 0.64 | 1.88 | -4.06 | -4.06 | -4.06 | -4.06 | -0.97 | 0.21 | 0.18 | 0.85 | -3.27 | -0.79 | 3.37 | 3.70 | 0.14 | 0.49 | 1.14 | 2.21 | |
|
Short Term Treasury |
1 | 0 | 100 | 0 | -3.65 | 0.78 | 0.64 | 3.34 | 0.02 | May 27 2022 | 0.75 | -0.50 | 1.40 | 1.34 | 1.07 | 1.83 | -2.61 | 0.58 | 0.60 | 1.83 | -3.71 | -3.71 | -3.71 | -3.71 | -0.98 | 0.21 | 0.17 | 0.90 | -2.99 | -0.72 | 3.03 | 3.38 | 0.10 | 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 Apr 2022.
Current inflation (annualized) is
1Y: 8.22%
, 5Y: 3.40%
, 10Y: 2.33%
, 30Y: 2.46%
Portfolio returns are updated to 30 April 2022.
Portfolio returns are updated to 30 April 2022.
Live May 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 30 April 2022.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 April 2022.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 April 2022.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 April 2022.
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Apr 2022.
2022: 3.05%, 2021: 7.10%, 2020: 1.28%, 2019: 2.26%
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For further details about Dividends, click here.
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% Allocation |
Ann. Return (%) - Apr 30, 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) | May 2022 | Apr 2022 | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 2022 | 2021 | 2020 | 2019 | 2022 | 2021 | 2020 | 2019 | |
|
Ark Tech Portfolio Cathie Wood |
4 | 100 | 0 | 0 | -52.70 | 8.32 | 17.29 | 5.40 | May 27 2022 | -4.14 | -24.01 | 33.33 | 37.96 | 32.88 | -1.58 | 0.22 | 0.53 | -54.83 | -56.88 | -56.88 | -0.96 | 0.15 | 0.30 | -41.77 | -18.06 | 149.52 | 35.21 | 0.00 | 1.03 | 2.88 | 1.23 | |
|
Cape US Sector Value Robert Shiller |
1 | 100 | 0 | 0 | 6.11 | 16.55 | 15.22 | 3.27 | May 27 2022 | -4.43 | -3.77 | 12.37 | 17.63 | 16.02 | 0.49 | 0.94 | 0.95 | -5.76 | -21.00 | -21.00 | 1.06 | 0.79 | 0.72 | -5.76 | 27.80 | 19.47 | 32.61 | 0.00 | 0.00 | 0.00 | 0.00 | |
|
Stocks/Bonds 60/40 with Bitcoin |
3 | 59 | 39 | 2 | -6.08 | 10.41 | 13.91 | 1.63 |
09:59PM May 28 2022 |
0.39 | -7.26 | 11.43 | 13.00 | 12.15 | -0.53 | 0.80 | 1.15 | -12.36 | -12.82 | -12.82 | -0.49 | 0.81 | 1.08 | -12.36 | 15.60 | 21.52 | 23.43 | 0.39 | 1.69 | 2.00 | 2.49 | |
|
Stocks/Bonds 60/40 2x Leveraged |
2 | 60 | 40 | 0 | -7.88 | 12.52 | 13.27 | 3.19 | May 27 2022 | 1.63 | -13.75 | 22.10 | 21.06 | 18.83 | -0.36 | 0.59 | 0.70 | -23.44 | -23.44 | -23.44 | -0.34 | 0.53 | 0.57 | -23.44 | 33.12 | 20.45 | 43.41 | 0.03 | 0.18 | 0.40 | 1.13 | |
|
Golden Butterfly with Bitcoin |
6 | 40 | 40 | 20 | -4.51 | 9.98 | 12.21 | 0.95 |
09:59PM May 28 2022 |
-0.02 | -5.64 | 8.45 | 9.86 | 9.72 | -0.53 | 1.01 | 1.26 | -8.53 | -8.53 | -8.53 | -0.53 | 1.17 | 1.43 | -8.53 | 10.61 | 19.54 | 19.56 | 0.21 | 1.03 | 1.09 | 1.81 | |
|
Equal Weight US Portfolio |
1 | 100 | 0 | 0 | 0.80 | 12.89 | 12.02 | 2.29 | May 27 2022 | 1.96 | -6.51 | 13.00 | 20.58 | 17.95 | 0.06 | 0.63 | 0.67 | -9.02 | -26.65 | -26.65 | 0.09 | 0.48 | 0.45 | -9.02 | 29.41 | 12.71 | 28.91 | 0.40 | 1.64 | 1.83 | 2.16 | |
|
All Weather Portfolio with Bitcoin Ray Dalio |
6 | 30 | 55 | 15 | -3.98 | 9.05 | 12.01 | 0.95 |
09:59PM May 28 2022 |
0.09 | -6.58 | 9.83 | 9.13 | 9.29 | -0.40 | 0.99 | 1.29 | -10.63 | -10.63 | -10.63 | -0.37 | 0.85 | 1.13 | -10.48 | 8.91 | 20.78 | 19.77 | 0.28 | 1.13 | 1.40 | 2.03 | |
|
Talmud Portfolio 2x Leveraged Roger Gibson |
3 | 66.7 | 33.3 | 0 | -2.16 | 11.12 | 11.71 | 3.54 | May 27 2022 | -1.05 | -11.59 | 25.11 | 23.12 | 20.60 | -0.09 | 0.48 | 0.57 | -22.43 | -25.50 | -25.50 | -0.10 | 0.44 | 0.46 | -22.43 | 46.68 | 4.10 | 44.89 | 0.02 | 0.24 | 0.51 | 1.38 | |
|
Permanent Portfolio with Bitcoin Harry Browne |
5 | 25 | 50 | 25 | -3.08 | 9.44 | 11.69 | 0.72 |
09:59PM May 28 2022 |
-0.90 | -5.22 | 8.28 | 8.64 | 8.67 | -0.37 | 1.09 | 1.35 | -7.81 | -7.81 | -7.81 | -0.39 | 1.21 | 1.50 | -7.81 | 5.47 | 21.71 | 17.70 | 0.18 | 0.73 | 0.94 | 1.73 | |
|
Stocks/Bonds 40/60 with Bitcoin |
3 | 39 | 59 | 2 | -7.11 | 7.90 | 11.61 | 1.18 |
09:59PM May 28 2022 |
0.56 | -6.23 | 9.24 | 9.94 | 9.65 | -0.77 | 0.79 | 1.20 | -11.47 | -11.47 | -11.47 | -0.62 | 0.69 | 1.01 | -11.47 | 10.09 | 18.86 | 19.07 | 0.44 | 1.80 | 2.16 | 2.61 | |
|
Desert Portfolio with Bitcoin Gyroscopic Investing |
4 | 30 | 60 | 10 | -5.65 | 7.83 | 10.98 | 0.79 |
09:59PM May 28 2022 |
0.23 | -4.38 | 6.91 | 7.39 | 7.77 | -0.82 | 1.06 | 1.41 | -8.47 | -8.47 | -8.47 | -0.67 | 0.93 | 1.30 | -8.41 | 7.03 | 18.57 | 15.94 | 0.21 | 0.88 | 1.23 | 1.95 | |
|
US Stocks Momentum |
1 | 100 | 0 | 0 | -14.84 | 8.39 | 10.42 | 3.07 | May 27 2022 | 4.05 | -8.01 | 19.80 | 19.90 | 18.12 | -0.75 | 0.42 | 0.57 | -23.70 | -23.70 | -23.70 | -0.63 | 0.35 | 0.44 | -21.15 | 7.72 | 36.60 | 33.13 | 0.00 | 0.00 | 0.15 | 0.33 | |
|
US Stocks ESG |
1 | 100 | 0 | 0 | -5.49 | 13.83 | 10.40 | 2.67 | May 27 2022 | -0.40 | -9.98 | 17.03 | 19.23 | 17.01 | -0.32 | 0.72 | 0.61 | -16.77 | -19.14 | -19.14 | -0.33 | 0.72 | 0.54 | -16.77 | 26.20 | 25.67 | 33.37 | 0.20 | 0.85 | 1.38 | 1.68 | |
|
All Weather Portfolio 2x Leveraged Ray Dalio |
5 | 37.5 | 55 | 7.5 | -2.92 | 10.72 | 9.63 | 1.69 | May 27 2022 | 2.25 | -13.25 | 18.68 | 16.15 | 14.55 | -0.16 | 0.66 | 0.66 | -18.61 | -18.61 | -18.61 | -0.16 | 0.58 | 0.52 | -18.61 | 19.72 | 19.68 | 34.09 | 0.09 | 0.32 | 0.37 | 1.45 | |
|
Stocks/Bonds 40/60 2x Leveraged |
2 | 40 | 60 | 0 | -10.63 | 8.34 | 9.09 | 2.33 | May 27 2022 | 2.12 | -11.90 | 17.92 | 14.75 | 13.15 | -0.59 | 0.57 | 0.69 | -22.22 | -22.22 | -22.22 | -0.48 | 0.38 | 0.41 | -22.22 | 19.46 | 19.91 | 33.39 | 0.02 | 0.18 | 0.47 | 1.28 | |
|
Golden Butterfly 2x Leveraged |
4 | 40 | 40 | 20 | -9.09 | 10.09 | 8.71 | 2.10 | May 27 2022 | 1.32 | -10.51 | 16.46 | 16.25 | 14.52 | -0.55 | 0.62 | 0.60 | -17.22 | -17.22 | -17.22 | -0.53 | 0.59 | 0.51 | -17.22 | 16.84 | 19.29 | 32.73 | 0.01 | 0.11 | 0.31 | 0.90 | |
|
Simplified Permanent Portfolio 2x Leveraged |
3 | 25 | 50 | 25 | -5.68 | 10.54 | 8.50 | 1.56 | May 27 2022 | 0.43 | -9.33 | 15.27 | 14.40 | 12.24 | -0.37 | 0.73 | 0.69 | -15.00 | -15.00 | -15.00 | -0.38 | 0.70 | 0.57 | -15.00 | 8.10 | 24.56 | 30.31 | 0.01 | 0.14 | 0.38 | 1.00 | |
|
Desert Portfolio 2x Leveraged Gyroscopic Investing |
3 | 30 | 60 | 10 | -9.24 | 8.36 | 8.00 | 1.85 | May 27 2022 | 1.55 | -10.47 | 15.72 | 13.22 | 11.51 | -0.59 | 0.63 | 0.69 | -19.09 | -19.09 | -19.09 | -0.48 | 0.44 | 0.42 | -19.09 | 12.18 | 21.66 | 30.15 | 0.02 | 0.17 | 0.45 | 1.20 | |
|
Stocks/Bonds 60/40 ESG |
2 | 60 | 40 | 0 | -6.27 | 8.59 | 7.01 | 1.65 | May 27 2022 | 0.35 | -7.51 | 11.79 | 11.99 | 10.51 | -0.53 | 0.72 | 0.67 | -13.83 | -13.83 | -13.83 | -0.45 | 0.62 | 0.51 | -13.83 | 14.84 | 18.27 | 23.31 | 0.32 | 1.30 | 1.76 | 2.14 | |
|
Stocks/Bonds 60/40 Momentum |
2 | 60 | 40 | 0 | -12.16 | 5.50 | 7.01 | 1.96 | May 27 2022 | 2.99 | -6.30 | 13.16 | 12.99 | 11.73 | -0.92 | 0.42 | 0.60 | -18.26 | -18.26 | -18.26 | -0.67 | 0.30 | 0.38 | -16.52 | 3.88 | 25.05 | 23.41 | 0.22 | 0.82 | 1.10 | 1.36 | |
|
Developed World ex-US Stocks Momentum |
1 | 100 | 0 | 0 | -11.80 | 7.04 | 6.28 | 1.59 | May 27 2022 | 2.12 | -8.01 | 13.82 | 15.24 | 14.02 | -0.85 | 0.46 | 0.45 | -14.52 | -15.97 | -19.22 | -0.81 | 0.44 | 0.33 | -14.23 | 6.60 | 22.16 | 24.51 | 0.00 | 5.51 | 1.17 | 2.61 | |
|
Stocks/Bonds 40/60 Momentum |
2 | 40 | 60 | 0 | -10.93 | 3.90 | 5.16 | 1.40 | May 27 2022 | 2.47 | -5.50 | 10.00 | 9.74 | 8.66 | -1.09 | 0.40 | 0.60 | -15.46 | -15.46 | -15.46 | -0.71 | 0.25 | 0.33 | -14.21 | 1.97 | 19.27 | 18.55 | 0.33 | 1.24 | 1.58 | 1.88 | |
|
Stocks/Bonds 40/60 ESG |
2 | 40 | 60 | 0 | -6.94 | 5.82 | 5.13 | 1.14 | May 27 2022 | 0.73 | -6.29 | 9.20 | 8.66 | 7.51 | -0.75 | 0.67 | 0.68 | -12.36 | -12.36 | -12.36 | -0.56 | 0.47 | 0.42 | -12.36 | 9.16 | 14.57 | 18.28 | 0.37 | 1.53 | 1.96 | 2.38 | |
|
Developed World ex-US 60/40 Momentum |
2 | 60 | 40 | 0 | -9.99 | 4.19 | 4.58 | 1.02 | May 27 2022 | 1.30 | -5.98 | 9.00 | 9.92 | 8.92 | -1.11 | 0.42 | 0.51 | -11.68 | -11.68 | -11.68 | -0.85 | 0.36 | 0.39 | -11.59 | 3.05 | 15.15 | 17.85 | 0.09 | 4.73 | 1.17 | 3.00 | |
|
Developed World ex-US 40/60 Momentum |
2 | 40 | 60 | 0 | -9.12 | 2.70 | 3.59 | 0.74 | May 27 2022 | 0.89 | -4.98 | 6.79 | 7.47 | 6.54 | -1.34 | 0.36 | 0.55 | -10.64 | -10.64 | -10.64 | -0.86 | 0.25 | 0.34 | -10.28 | 1.27 | 11.65 | 14.52 | 0.13 | 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
