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
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.
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
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.

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.

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.
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
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 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.
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
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.

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.

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.
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
Returns refer to investiments in US Dollars.
Share this page