A Lazy Portfolio is a collection of investments that requires very little maintenance.

It’s the typical passive investing strategy, for long-term investors, with time horizons of more than 10 years.

Choose your investment style (Classic or Alternative?), pick your Lazy Portfolios and implement them with ETFs.

A Classic Lazy Portfolio contains the main traditional asset classes, with the aim to achieve above-average returns while taking a below-average risk.

A Modern/Alternative Lazy Portfolio can use particular assets/strategies, with the aim of obtaining an extra return.

Choose your Lazy Portfolio
Consolidated returns as of 31 August 2022
Live Update at Sep 25 2022, 08:58AM Eastern Time
Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54% , 30Y: 2.51%
Portfolio returns are updated to 31 August 2022.
Live Sep 2022 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation. Once consolidated, the returns will be calculated on the actual asset weights. Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 August 2022.

The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 August 2022.

Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Aug 2022. 2022: 6.23%, 2021: 7.04%, 2020: 1.36%, 2019: 2.29%
For further details about Dividends, click here.
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% Allocation
Ann. Return (%) - Aug 31, 2022
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
YTD(%)
Yearly Returns (%)
Portfolio #ETF Stocks Bonds Comm 1Y 5Y 10Y 30Y Daily Time(ET) Sep 2022 Aug 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 -20.80 16.21 17.06 13.69 -1.63 Sep 23 2022 -7.77 -5.13 25.21 20.44 16.86 23.72 -0.83 0.79 1.01 0.58 -29.33 -29.33 -29.33 -81.08 -0.71 0.55 0.58 0.17 -24.54 27.42 48.40 38.96 0.24 0.54 0.64 1.03
US Stocks
1 100 0 0 -13.66 11.22 12.70 9.94 -1.72 Sep 23 2022 -6.81 -3.73 19.33 17.82 14.39 15.11 -0.71 0.63 0.88 0.66 -21.32 -21.32 -21.32 -50.84 -0.64 0.53 0.60 0.20 -17.17 25.67 21.03 30.67 0.60 1.51 1.71 2.29
Warren Buffett Portfolio
Warren Buffett
2 90 10 0 -12.21 10.70 11.81 9.46 -1.67 Sep 23 2022 -6.07 -3.54 17.77 15.73 12.68 13.26 -0.69 0.68 0.93 0.71 -19.61 -19.61 -19.61 -45.52 -0.62 0.55 0.60 0.21 -16.14 24.59 19.19 28.46 0.59 1.38 1.67 2.33
Aggressive Global Income
4 80 20 0 -8.39 3.90 6.39 9.29 -2.17 Sep 23 2022 -5.78 -4.21 12.93 13.97 11.75 14.02 -0.65 0.28 0.54 0.66 -10.76 -23.84 -23.84 -52.63 -0.78 0.16 0.27 0.18 -10.58 17.07 -1.13 19.97 1.76 3.67 3.52 4.21
Stocks/Bonds 80/20
2 80 20 0 -13.09 9.22 10.52 9.13 -1.44 Sep 23 2022 -6.10 -3.53 16.30 14.54 11.69 12.09 -0.80 0.63 0.90 0.76 -19.13 -19.13 -19.13 -41.09 -0.68 0.48 0.55 0.22 -15.90 20.16 18.36 26.30 0.73 1.62 1.87 2.41
Simple Path to Wealth
JL Collins
2 75 25 0 -12.96 8.70 9.96 8.90 -1.36 Sep 23 2022 -5.93 -3.48 15.56 13.74 11.03 11.35 -0.83 0.63 0.90 0.78 -18.58 -18.58 -18.58 -38.53 -0.70 0.47 0.54 0.23 -15.58 18.79 17.70 25.21 0.76 1.65 1.92 2.45
Mid-Fifties
Burton Malkiel
8 80 20 0 -14.74 5.62 7.42 8.72 -1.70 Sep 23 2022 -6.59 -3.74 14.14 13.53 11.14 12.62 -1.04 0.42 0.67 0.69 -18.04 -18.63 -18.63 -46.21 -0.82 0.30 0.40 0.19 -16.68 15.75 11.71 23.79 1.05 2.30 2.23 3.16
Ultimate Buy and Hold Strategy
Paul Merriman
10 100 0 0 -15.07 4.61 8.13 8.72 -2.51 Sep 23 2022 -7.96 -4.38 15.18 17.14 13.98 15.28 -0.99 0.27 0.58 0.57 -17.27 -27.54 -27.54 -57.21 -0.87 0.17 0.30 0.15 -16.18 19.37 6.40 23.62 1.24 2.79 2.06 3.37
Late Thirties to Early Forties
Burton Malkiel
8 85 15 0 -15.04 5.82 7.69 8.63 -1.82 Sep 23 2022 -6.78 -3.70 14.26 14.04 11.59 13.25 -1.05 0.41 0.66 0.65 -18.21 -19.36 -19.36 -48.28 -0.83 0.30 0.40 0.18 -16.79 15.84 12.75 24.10 1.00 2.23 2.11 3.05
Robo Advisor 100
Betterment
6 100 0 0 -14.75 6.29 8.87 8.60 -2.29 Sep 23 2022 -7.42 -3.86 15.27 16.57 13.67 15.44 -0.97 0.38 0.65 0.56 -17.83 -24.14 -24.14 -54.55 -0.83 0.26 0.37 0.16 -16.16 18.02 12.47 25.35 1.04 2.34 1.94 2.89
Yale Endowment
David Swensen
6 70 30 0 -15.02 5.48 6.98 8.59 -1.40 Sep 23 2022 -7.04 -4.48 14.45 11.81 9.86 10.50 -1.04 0.46 0.71 0.82 -18.84 -18.84 -18.84 -39.48 -0.80 0.29 0.37 0.22 -17.63 17.53 12.03 22.65 1.25 2.65 2.12 2.91
Late Sixties and Beyond
Burton Malkiel
8 71 29 0 -13.32 5.44 6.97 8.57 -1.46 Sep 23 2022 -6.01 -3.55 13.41 12.34 10.13 11.32 -0.99 0.44 0.69 0.76 -16.89 -16.89 -16.89 -41.80 -0.79 0.32 0.41 0.21 -15.57 15.40 10.03 22.55 1.04 2.25 2.27 3.19
Mid-Twenties
Burton Malkiel
8 87 13 0 -15.31 5.77 7.71 8.54 -1.88 Sep 23 2022 -6.92 -3.71 14.32 14.27 11.81 13.59 -1.07 0.40 0.65 0.63 -18.36 -19.79 -19.79 -49.50 -0.83 0.29 0.39 0.17 -16.95 15.90 12.95 24.15 0.99 2.22 2.07 3.04
Talmud Portfolio
Roger Gibson
3 66.7 33.3 0 -11.97 6.26 7.44 8.53 -1.11 Sep 23 2022 -6.47 -4.15 14.88 12.09 9.95 10.39 -0.80 0.52 0.75 0.82 -17.40 -17.40 -17.40 -40.17 -0.69 0.36 0.43 0.21 -15.61 21.44 8.02 22.79 0.95 2.37 2.63 3.16
Robo Advisor 90
Betterment
11 90.1 9.9 0 -14.50 5.86 8.28 8.50 -2.14 Sep 23 2022 -7.05 -3.68 14.26 15.27 12.56 14.10 -1.02 0.38 0.66 0.60 -17.20 -22.15 -22.15 -50.07 -0.84 0.26 0.37 0.17 -15.65 16.04 12.42 23.85 0.90 2.36 1.94 2.92
Edge Select Aggressive
Merrill Lynch
12 84 16 0 -15.11 7.07 8.74 8.47 -1.84 Sep 23 2022 -6.71 -3.70 14.27 14.18 11.69 12.89 -1.06 0.50 0.75 0.66 -18.39 -18.39 -18.39 -45.65 -0.82 0.38 0.48 0.19 -16.63 15.74 17.62 24.61 0.74 1.85 1.73 2.60
Robo Advisor 80
Betterment
10 80 20 0 -14.41 5.23 7.54 8.32 -1.97 Sep 23 2022 -6.63 -3.64 13.26 13.83 11.37 12.73 -1.09 0.38 0.66 0.65 -16.65 -19.91 -19.91 -45.47 -0.87 0.26 0.38 0.18 -15.32 13.94 11.77 22.23 0.97 2.47 1.97 2.99
Robust
Alpha Architect
8 70 20 10 -9.02 6.26 6.84 8.26 -2.29 Sep 23 2022 -6.93 -3.28 13.61 13.24 10.61 11.03 -0.66 0.47 0.64 0.75 -12.65 -19.45 -19.45 -45.15 -0.71 0.32 0.35 0.18 -10.72 15.71 9.55 22.11 0.73 1.43 1.27 2.02
Second Grader's Starter
Paul Farrell
3 90 10 0 -15.09 7.41 9.27 8.26 -1.96 Sep 23 2022 -6.80 -3.83 15.56 15.15 12.40 13.48 -0.97 0.49 0.75 0.61 -19.04 -19.32 -19.32 -48.52 -0.79 0.38 0.48 0.17 -16.88 17.70 16.72 25.83 0.82 2.09 1.94 2.78
Couch Potato
Scott Burns
2 50 50 0 -10.26 7.22 7.30 8.23 -1.08 Sep 23 2022 -5.60 -3.69 12.60 10.26 8.26 8.41 -0.81 0.70 0.88 0.98 -15.18 -15.18 -15.18 -27.04 -0.68 0.48 0.48 0.30 -12.88 15.67 15.93 19.51 2.00 2.96 1.50 2.09
Lazy Portfolio
David Swensen
6 70 30 0 -12.68 5.64 6.81 8.22 -1.45 Sep 23 2022 -6.59 -3.98 13.16 11.58 9.59 10.50 -0.96 0.49 0.71 0.78 -16.36 -16.36 -16.36 -40.89 -0.77 0.34 0.42 0.20 -15.07 17.34 10.56 21.27 1.18 2.51 2.03 2.85
Family Taxable Portfolio
Ted Aronson
11 70 30 0 -15.35 4.90 6.95 8.17 -1.70 Sep 23 2022 -6.85 -3.98 12.99 12.38 10.20 11.25 -1.18 0.40 0.68 0.73 -17.76 -17.76 -17.76 -38.46 -0.86 0.28 0.39 0.21 -16.26 11.93 14.59 19.91 1.22 2.47 1.80 2.63
Stocks/Bonds 60/40
2 60 40 0 -12.60 7.14 8.28 8.17 -1.15 Sep 23 2022 -5.40 -3.34 13.35 11.38 9.10 9.22 -0.94 0.63 0.91 0.89 -16.93 -16.93 -16.93 -30.55 -0.74 0.42 0.49 0.27 -14.62 14.66 15.70 21.94 0.86 1.73 2.04 2.54
Core Four
Rick Ferri
4 80 20 0 -14.30 6.61 8.29 8.15 -1.71 Sep 23 2022 -6.58 -3.87 14.58 13.50 10.99 11.81 -0.98 0.49 0.75 0.69 -18.12 -18.12 -18.12 -44.44 -0.79 0.36 0.46 0.18 -16.31 17.18 13.93 24.04 0.89 2.20 2.14 2.91
Edge Select Moderately Aggressive
Merrill Lynch
12 69 31 0 -14.51 6.12 7.62 8.01 -1.57 Sep 23 2022 -6.09 -3.68 12.88 12.13 9.96 10.77 -1.13 0.50 0.77 0.74 -17.18 -17.18 -17.18 -38.23 -0.84 0.36 0.44 0.21 -15.73 12.88 16.02 22.30 0.82 1.82 1.86 2.71
Jane Bryant Quinn Portfolio
Jane Bryant Quinn
5 70 30 0 -13.52 6.11 7.56 7.96 -1.57 Sep 23 2022 -6.40 -4.16 14.13 12.30 9.96 10.38 -0.96 0.50 0.76 0.77 -17.34 -17.34 -17.34 -39.55 -0.78 0.35 0.44 0.20 -15.69 16.85 12.52 22.28 1.17 2.50 2.13 2.84
Four Funds
Bogleheads
4 80 20 0 -14.44 6.63 8.20 7.95 -1.83 Sep 23 2022 -6.56 -3.82 14.19 13.59 11.15 12.09 -1.02 0.49 0.74 0.66 -17.81 -17.81 -17.81 -44.08 -0.81 0.37 0.46 0.18 -16.02 15.70 15.71 23.60 1.10 2.38 1.89 2.73
Gone Fishin' Portfolio
Alexander Green
10 65 30 5 -14.53 4.47 6.12 7.93 -1.88 Sep 23 2022 -6.41 -4.11 12.45 12.33 10.14 11.77 -1.17 0.36 0.60 0.67 -16.21 -17.18 -17.18 -43.02 -0.90 0.26 0.36 0.18 -15.21 11.58 12.37 19.76 1.25 2.60 2.16 2.90
Coffee House
Bill Schultheis
7 60 40 0 -11.16 5.02 6.72 7.92 -1.37 Sep 23 2022 -5.96 -3.64 11.81 11.09 8.93 9.26 -0.95 0.45 0.75 0.86 -14.33 -15.36 -15.36 -33.93 -0.78 0.33 0.44 0.23 -13.08 15.24 7.45 18.99 0.98 2.31 2.25 2.89
Golden Butterfly
5 40 40 20 -10.94 5.13 5.52 7.87 -1.13 Sep 23 2022 -5.18 -3.17 9.29 8.27 7.08 7.25 -1.18 0.62 0.78 1.09 -12.39 -12.39 -12.39 -14.81 -0.88 0.41 0.45 0.53 -12.38 9.35 13.93 18.03 0.51 1.03 1.09 1.81
Three Funds
Bogleheads
3 80 20 0 -14.86 6.40 8.17 7.83 -1.82 Sep 23 2022 -6.45 -3.73 14.08 13.52 11.08 12.02 -1.05 0.47 0.74 0.65 -17.94 -17.94 -17.94 -43.68 -0.83 0.36 0.46 0.18 -16.24 14.95 15.39 23.65 0.89 2.15 2.02 2.84
Vanguard LifeStrategy Growth Fund
Vanguard
4 80 20 0 -14.96 6.22 8.07 7.77 -1.86 Sep 23 2022 -6.41 -3.79 13.92 13.46 11.06 12.05 -1.07 0.46 0.73 0.65 -17.83 -17.83 -17.83 -44.18 -0.84 0.35 0.45 0.18 -16.24 14.57 15.01 23.41 0.85 2.27 1.95 2.91
No Brainer Portfolio
Bill Bernstein
4 75 25 0 -12.03 5.93 7.70 7.72 -1.78 Sep 23 2022 -6.09 -3.28 12.40 13.04 10.67 11.42 -0.97 0.46 0.72 0.68 -15.19 -18.24 -18.24 -40.40 -0.79 0.33 0.42 0.19 -13.50 15.39 11.61 19.82 0.64 1.74 1.53 2.49
Pinwheel
8 65 25 10 -11.63 4.60 5.70 7.67 -1.63 Sep 23 2022 -6.13 -3.53 10.88 10.72 8.94 10.17 -1.07 0.43 0.64 0.75 -13.42 -14.99 -14.99 -36.89 -0.87 0.31 0.38 0.21 -13.15 13.53 9.12 19.31 0.76 1.79 1.62 2.58
Perfect Portfolio
Ben Stein
7 80 20 0 -9.27 6.37 7.54 7.67 -1.96 Sep 23 2022 -6.17 -2.75 13.00 13.16 10.82 12.06 -0.71 0.48 0.70 0.64 -13.65 -18.62 -18.62 -44.81 -0.68 0.34 0.41 0.17 -11.59 16.52 10.46 21.12 0.77 1.92 1.69 2.89
Robo Advisor 50
Betterment
10 49.9 50.1 0 -14.01 3.31 5.23 7.65 -1.44 Sep 23 2022 -5.28 -3.49 10.33 9.77 8.03 9.00 -1.36 0.34 0.65 0.85 -14.95 -14.95 -14.95 -30.72 -0.94 0.22 0.35 0.25 -14.26 7.95 9.50 17.41 1.26 2.80 2.06 3.20
Five Asset
Roger Gibson
6 60 20 20 -4.46 6.90 5.80 7.61 -1.96 Sep 23 2022 -6.74 -3.54 12.50 12.25 9.99 10.98 -0.36 0.56 0.58 0.69 -8.72 -19.30 -19.30 -44.75 -0.51 0.36 0.30 0.17 -8.25 22.77 5.29 20.35 0.75 2.16 1.93 3.02
Marc Faber Portfolio
Marc Faber
6 50 25 25 -11.20 4.94 4.81 7.57 -1.43 Sep 23 2022 -6.00 -3.92 11.34 9.79 8.61 9.27 -0.99 0.50 0.56 0.82 -13.72 -13.72 -13.72 -28.82 -0.82 0.36 0.35 0.26 -13.72 12.98 11.15 20.49 0.76 1.94 2.02 2.52
Coward's Portfolio
Bill Bernstein
10 60 40 0 -10.49 4.97 6.56 7.57 -1.39 Sep 23 2022 -5.34 -3.10 10.77 10.67 8.66 9.16 -0.97 0.47 0.76 0.83 -13.12 -15.13 -15.13 -33.85 -0.80 0.33 0.43 0.22 -11.96 13.47 8.12 18.34 0.78 1.73 1.81 2.75
All Weather Portfolio
Ray Dalio
5 30 55 15 -12.31 4.73 4.63 7.55 -0.79 Sep 23 2022 -5.44 -3.71 9.83 7.77 6.74 6.88 -1.25 0.61 0.69 1.10 -14.04 -14.04 -14.04 -14.04 -0.88 0.34 0.33 0.54 -14.04 8.08 14.68 18.22 0.65 1.13 1.40 2.03
Margaritaville
Scott Burns
3 67 33 0 -13.38 5.52 6.58 7.47 -1.72 Sep 23 2022 -6.39 -3.91 12.38 11.61 9.66 10.53 -1.08 0.48 0.68 0.71 -15.97 -15.97 -15.97 -38.70 -0.84 0.35 0.41 0.19 -14.72 13.33 14.40 20.39 1.70 3.04 1.73 2.62
Sandwich Portfolio
Bob Clyatt
8 55 45 0 -12.98 4.03 5.69 7.45 -1.33 Sep 23 2022 -5.45 -3.38 9.93 9.00 7.41 8.00 -1.31 0.45 0.77 0.93 -14.12 -14.12 -14.12 -28.96 -0.92 0.29 0.40 0.26 -13.41 9.88 10.59 16.81 0.71 1.55 1.53 2.61
Simple Money Portfolio
Tim Maurer
7 60 40 0 -12.52 3.29 5.71 7.43 -1.74 Sep 23 2022 -5.58 -3.71 10.36 10.25 8.42 8.75 -1.21 0.32 0.68 0.85 -12.86 -14.55 -14.55 -32.39 -0.97 0.23 0.39 0.23 -12.50 10.46 6.87 16.14 1.07 1.99 1.57 2.95
Edge Select Moderate
Merrill Lynch
12 53 47 0 -13.82 4.92 6.29 7.43 -1.29 Sep 23 2022 -5.46 -3.66 11.25 9.95 8.13 8.57 -1.23 0.49 0.77 0.87 -15.67 -15.67 -15.67 -29.58 -0.88 0.31 0.40 0.25 -14.61 9.66 13.88 19.44 0.87 1.77 1.93 2.80
Ultimate Buy&Hold
FundAdvice
12 60 40 0 -11.66 3.27 5.38 7.38 -1.58 Sep 23 2022 -5.76 -3.45 9.95 10.00 8.28 8.96 -1.17 0.33 0.65 0.82 -12.58 -15.07 -15.07 -34.23 -0.93 0.22 0.36 0.22 -12.14 11.49 5.84 16.24 1.23 2.22 1.73 2.84
Global Market Portfolio
Credit Suisse
8 45 55 0 -15.94 3.38 5.07 7.33 -1.07 Sep 23 2022 -5.48 -4.15 11.07 8.91 7.50 7.80 -1.44 0.38 0.68 0.94 -17.07 -17.07 -17.07 -25.90 -0.93 0.20 0.30 0.28 -16.80 7.49 12.06 19.24 0.99 2.43 2.07 3.21
Dynamic 60/40 Income
5 60 40 0 -10.16 4.54 5.81 7.27 -1.15 Sep 23 2022 -4.92 -3.67 12.54 10.27 8.20 9.03 -0.81 0.44 0.71 0.81 -14.74 -14.74 -14.74 -41.44 -0.69 0.31 0.39 0.18 -12.94 15.27 6.26 18.59 1.39 2.81 3.17 4.05
Big Rocks Portfolio
Larry Swedroe
11 60 40 0 -8.91 4.36 6.07 7.26 -1.45 Sep 23 2022 -5.08 -2.73 9.69 10.24 8.35 8.86 -0.92 0.43 0.73 0.82 -11.17 -15.63 -15.63 -33.80 -0.80 0.28 0.39 0.21 -10.21 13.59 5.25 15.98 0.81 1.65 1.57 2.72
Vanguard LifeStrategy Moderate Growth
Vanguard
4 60 40 0 -14.04 4.89 6.50 7.21 -1.48 Sep 23 2022 -5.55 -3.60 11.56 10.53 8.61 9.18 -1.21 0.47 0.75 0.79 -15.92 -15.92 -15.92 -33.52 -0.88 0.31 0.41 0.22 -14.84 10.43 12.96 19.70 0.90 2.33 1.99 2.96
GAA Global Asset Allocation
Mebane Faber
10 40.5 49.5 10 -13.22 3.96 4.67 7.18 -1.30 Sep 23 2022 -5.58 -4.14 10.47 8.82 7.34 7.61 -1.26 0.45 0.64 0.94 -14.37 -14.37 -14.37 -24.91 -0.92 0.28 0.32 0.29 -14.37 8.69 11.18 19.10 0.90 2.20 1.86 2.90
Ivy Portfolio
Mebane Faber
5 60 20 20 -3.35 6.55 5.19 7.16 -2.02 Sep 23 2022 -7.02 -3.87 12.89 13.09 10.56 11.29 -0.26 0.50 0.49 0.63 -8.71 -21.77 -21.77 -47.39 -0.39 0.30 0.24 0.15 -7.03 22.27 2.25 21.16 0.79 2.07 2.02 2.63
Dynamic 40/60 Income
5 40 60 0 -12.35 2.84 4.46 7.16 -1.12 Sep 23 2022 -3.78 -3.04 10.55 8.92 6.97 7.85 -1.17 0.32 0.64 0.91 -14.69 -14.69 -14.69 -29.84 -0.84 0.19 0.30 0.24 -13.09 6.72 8.28 15.91 1.66 2.85 3.24 4.21
Stocks/Bonds 40/60
2 40 60 0 -12.20 5.00 5.99 7.07 -0.86 Sep 23 2022 -4.69 -3.16 10.51 8.41 6.68 6.59 -1.16 0.59 0.90 1.07 -14.74 -14.74 -14.74 -19.17 -0.83 0.34 0.41 0.37 -13.34 9.15 13.04 17.57 0.99 1.84 2.20 2.66
7Twelve Portfolio
Craig Israelsen
9 50 33.3 16.7 -3.52 5.52 4.54 7.06 -1.72 Sep 23 2022 -6.02 -3.13 10.21 10.81 8.78 9.55 -0.34 0.51 0.52 0.74 -6.78 -17.90 -17.90 -37.96 -0.52 0.31 0.25 0.19 -5.83 16.41 3.64 17.04 0.59 1.33 1.34 2.13
Ideal Index
Frank Armstrong
7 70 30 0 -10.84 4.45 6.20 7.05 -1.71 Sep 23 2022 -5.82 -3.16 10.87 11.41 9.40 10.40 -1.00 0.39 0.66 0.68 -12.94 -17.16 -17.16 -40.11 -0.84 0.26 0.36 0.18 -12.16 13.98 6.95 17.96 0.76 1.94 1.75 2.83
Simplified Permanent Portfolio
3 25 50 25 -11.12 4.31 3.90 6.98 -0.80 Sep 23 2022 -4.64 -3.60 8.18 6.76 6.31 6.54 -1.36 0.64 0.62 1.07 -11.75 -11.75 -11.75 -13.28 -0.95 0.37 0.33 0.53 -11.75 3.72 16.46 16.15 0.54 0.78 1.02 1.68
Rob Arnott Portfolio
Rob Arnott
8 30 60 10 -9.70 4.11 4.04 6.93 -1.11 Sep 23 2022 -5.23 -3.89 9.40 7.74 6.51 6.83 -1.03 0.53 0.62 1.01 -11.63 -11.63 -11.63 -24.27 -0.83 0.35 0.35 0.29 -11.63 11.04 7.98 16.67 1.10 2.57 1.88 3.13
High Yield Bonds Income
4 0 100 0 -17.27 0.37 2.50 6.83 -0.99 Sep 23 2022 -3.54 -4.20 11.46 9.59 7.88 8.52 -1.51 0.04 0.32 0.80 -18.26 -18.26 -18.26 -23.97 -0.95 0.02 0.14 0.29 -16.78 0.88 7.08 16.98 2.37 3.76 4.38 5.32
Edge Select Moderately Conservative
Merrill Lynch
12 37 63 0 -12.97 3.74 4.99 6.75 -1.01 Sep 23 2022 -4.71 -3.60 9.57 7.75 6.32 6.47 -1.35 0.48 0.79 1.04 -13.99 -13.99 -13.99 -20.48 -0.93 0.27 0.36 0.33 -13.33 6.44 11.65 16.41 0.90 1.84 1.95 2.92
Desert Portfolio
Gyroscopic Investing
3 30 60 10 -10.05 4.29 4.53 6.70 -0.79 Sep 23 2022 -4.00 -2.99 7.49 5.90 4.95 5.21 -1.34 0.73 0.92 1.28 -10.69 -10.69 -10.69 -10.69 -0.94 0.40 0.42 0.63 -10.54 5.76 12.96 14.41 0.52 0.88 1.23 1.95
Lifepath Fund
iShares
6 40.4 59.6 0 -12.52 3.93 4.98 6.66 -1.09 Sep 23 2022 -5.01 -3.39 9.73 8.02 6.49 6.63 -1.29 0.49 0.77 1.01 -14.06 -14.06 -14.06 -21.23 -0.89 0.28 0.35 0.31 -13.33 8.05 11.47 16.20 1.24 2.31 2.15 2.76
Paul Boyer Portfolio
Paul Boyer
5 25 50 25 -12.78 2.50 2.50 6.63 -0.94 Sep 23 2022 -4.78 -2.71 6.33 6.65 6.52 7.16 -2.02 0.38 0.38 0.93 -12.78 -12.82 -12.82 -13.66 -1.00 0.19 0.20 0.49 -12.63 0.51 15.04 13.97 0.49 0.90 1.04 1.80
European Stocks
1 100 0 0 -23.57 1.28 4.98 6.58 -3.98 Sep 23 2022 -8.98 -7.46 17.83 18.14 15.64 17.50 -1.32 0.07 0.32 0.38 -23.57 -25.65 -25.65 -59.77 -1.00 0.05 0.19 0.11 -23.14 16.88 6.11 24.86 1.74 3.49 2.85 3.99
Permanent Portfolio
Harry Browne
4 25 50 25 -10.54 4.42 3.94 6.56 -0.76 Sep 23 2022 -3.97 -2.62 7.77 6.87 6.40 6.23 -1.36 0.64 0.62 1.05 -11.82 -11.82 -11.82 -12.63 -0.89 0.37 0.33 0.52 -11.82 4.21 16.10 16.17 0.45 0.73 0.94 1.73
All Country World 80/20
4 80 20 0 -15.38 5.76 7.57 6.54 -1.93 Sep 23 2022 -6.43 -3.85 14.22 13.70 11.30 12.45 -1.08 0.42 0.67 0.53 -18.17 -18.17 -18.17 -47.32 -0.85 0.32 0.42 0.14 -16.53 14.21 14.55 23.35 0.87 2.27 1.98 3.01
Vanguard LifeStrategy Conservative Growth
Vanguard
4 40 60 0 -13.18 3.50 4.88 6.51 -1.10 Sep 23 2022 -4.69 -3.41 9.31 7.79 6.35 6.54 -1.42 0.45 0.77 1.00 -14.02 -14.02 -14.02 -21.90 -0.94 0.25 0.35 0.30 -13.44 6.29 10.90 15.98 0.94 2.39 2.03 3.01
All Country World 60/40
4 60 40 0 -14.73 4.46 6.13 6.50 -1.57 Sep 23 2022 -5.56 -3.65 11.97 10.96 9.00 9.76 -1.23 0.41 0.68 0.67 -16.54 -16.54 -16.54 -36.70 -0.89 0.27 0.37 0.18 -15.38 10.14 12.48 19.89 0.94 2.41 2.05 3.13
Andrew Tobias Portfolio
Andrew Tobias
3 66.7 33.3 0 -12.46 4.74 6.31 6.50 -1.68 Sep 23 2022 -5.33 -3.43 11.39 10.76 8.95 9.72 -1.09 0.44 0.70 0.67 -14.36 -14.36 -14.36 -36.42 -0.87 0.33 0.44 0.18 -13.46 12.14 10.55 18.69 0.97 1.80 1.64 2.72
Larry Portfolio
Larry Swedroe
4 30 70 0 -11.09 1.58 3.12 6.45 -0.89 Sep 23 2022 -4.42 -2.97 6.25 5.40 4.62 5.32 -1.78 0.29 0.68 1.21 -11.09 -11.38 -11.38 -11.47 -1.00 0.14 0.27 0.56 -9.90 3.41 6.44 10.64 0.71 1.20 1.29 2.32
All Country World Stocks
1 100 0 0 -16.08 7.00 8.95 6.41 -2.28 Sep 23 2022 -7.29 -4.05 16.51 16.54 13.69 15.31 -0.97 0.42 0.65 0.42 -19.80 -22.15 -22.15 -57.06 -0.81 0.32 0.40 0.11 -17.68 18.27 16.61 26.82 0.80 2.13 1.91 2.90
All Country World 40/60
4 40 60 0 -14.13 3.10 4.65 6.32 -1.21 Sep 23 2022 -4.69 -3.45 9.79 8.41 6.87 7.31 -1.44 0.37 0.68 0.87 -14.92 -14.92 -14.92 -25.16 -0.95 0.21 0.31 0.25 -14.24 6.07 10.42 16.42 1.02 2.55 2.13 3.24
Emerging Markets Stocks
1 100 0 0 -22.97 -0.38 2.12 6.05 -2.47 Sep 23 2022 -8.75 -1.33 8.82 16.88 15.86 22.93 -2.60 -0.02 0.13 0.26 -22.97 -29.69 -30.19 -60.44 -1.00 -0.01 0.07 0.10 -18.58 -3.61 17.03 18.20 0.74 1.89 1.68 3.19
All Country World 20/80
4 20 80 0 -13.57 1.67 3.11 6.01 -0.85 Sep 23 2022 -3.83 -3.26 7.79 6.22 5.11 5.32 -1.74 0.27 0.61 1.13 -13.77 -13.77 -13.77 -14.04 -0.99 0.12 0.23 0.43 -13.09 2.00 8.36 12.96 1.09 2.69 2.20 3.36
Stocks/Bonds 20/80
2 20 80 0 -11.90 2.78 3.63 5.85 -0.57 Sep 23 2022 -3.99 -2.97 7.90 5.87 4.69 4.50 -1.51 0.47 0.77 1.30 -12.54 -12.54 -12.54 -12.54 -0.95 0.22 0.29 0.47 -12.06 3.64 10.38 13.20 1.12 1.95 2.37 2.79
Dimensional Retirement Income Fund
DFA
7 20.4 79.6 0 -6.20 3.54 3.22 5.74 -0.68 Sep 23 2022 -3.81 -2.20 6.68 5.00 4.27 4.62 -0.93 0.71 0.75 1.24 -8.69 -8.69 -8.69 -12.91 -0.71 0.41 0.37 0.44 -7.30 7.04 8.69 10.30 1.89 3.41 1.56 2.41
Vanguard LifeStrategy Income Fund
Vanguard
4 20 80 0 -12.37 2.03 3.20 5.69 -0.72 Sep 23 2022 -3.83 -3.22 7.28 5.50 4.50 4.43 -1.70 0.37 0.71 1.28 -12.44 -12.44 -12.44 -12.44 -0.99 0.16 0.26 0.46 -12.04 2.15 8.85 12.26 0.99 2.45 2.08 3.06
Developed World ex-US 40/60
2 40 60 0 -14.89 1.33 3.61 5.66 -1.61 Sep 23 2022 -4.64 -4.45 8.78 7.58 6.48 7.27 -1.70 0.18 0.56 0.78 -14.89 -14.89 -14.89 -26.17 -1.00 0.09 0.24 0.22 -14.02 3.30 6.69 13.77 0.80 3.51 1.58 3.61
US Inflation Protection
1 0 100 0 -7.13 2.83 1.47 5.65 -0.43 Sep 23 2022 -4.39 -3.65 7.37 4.96 4.78 5.96 -0.97 0.57 0.31 0.95 -9.04 -9.04 -9.24 -11.79 -0.79 0.31 0.16 0.48 -8.59 5.67 10.84 8.35 3.40 4.41 1.29 1.88
Developed World ex-US 60/40
2 60 40 0 -16.66 1.62 4.29 5.64 -2.16 Sep 23 2022 -5.85 -4.89 10.90 10.31 8.86 10.07 -1.53 0.16 0.48 0.56 -16.66 -16.66 -16.66 -37.49 -1.00 0.10 0.26 0.15 -15.88 6.09 7.71 16.72 0.93 3.50 1.79 3.62
All Country World Bonds
3 0 100 0 -13.08 0.17 1.52 5.57 -0.49 Sep 23 2022 -2.96 -3.08 6.16 4.89 4.17 4.38 -2.12 0.03 0.36 1.27 -13.08 -13.76 -13.76 -13.76 -1.00 0.01 0.11 0.40 -11.94 -2.06 6.30 9.49 1.16 2.83 2.27 3.47
Developed World ex-US 20/80
2 20 80 0 -13.14 0.95 2.86 5.52 -1.05 Sep 23 2022 -3.43 -4.02 7.00 5.33 4.54 5.13 -1.88 0.18 0.63 1.08 -13.14 -13.18 -13.18 -15.55 -1.00 0.07 0.22 0.35 -12.16 0.51 5.67 10.82 0.66 3.53 1.37 3.59
Developed World ex-US 80/20
2 80 20 0 -18.43 1.83 4.89 5.47 -2.71 Sep 23 2022 -7.06 -5.35 13.20 13.28 11.43 13.16 -1.40 0.14 0.43 0.42 -18.43 -19.27 -19.27 -47.74 -1.00 0.10 0.25 0.11 -17.74 8.88 8.72 19.67 1.07 3.48 2.00 3.64
Edge Select Conservative
Merrill Lynch
12 21 79 0 -8.85 2.44 3.29 5.37 -0.66 Sep 23 2022 -3.15 -2.58 6.19 4.75 3.89 4.00 -1.43 0.51 0.85 1.34 -9.20 -9.20 -9.20 -10.97 -0.96 0.27 0.36 0.49 -8.91 3.46 6.74 11.07 0.75 1.51 1.56 2.79
Robo Advisor 20
Betterment
12 19.9 80.1 0 -8.84 1.78 2.60 5.32 -0.69 Sep 23 2022 -2.99 -2.05 5.04 4.24 3.52 4.01 -1.75 0.42 0.74 1.33 -8.89 -8.89 -8.89 -9.97 -0.99 0.20 0.29 0.53 -8.50 2.61 6.01 9.57 0.86 1.60 1.58 2.70
Gold
1 0 0 100 -6.14 4.83 -0.31 5.26 -1.73 Sep 23 2022 -3.93 -2.94 9.78 12.93 14.64 15.40 -0.63 0.37 -0.02 0.34 -11.84 -14.11 -40.97 -42.91 -0.52 0.34 -0.01 0.12 -6.84 -4.15 24.81 17.86 0.00 0.00 0.00 0.00
Total Bond Developed World ex-US
1 0 100 0 -11.39 0.49 2.02 5.23 -0.50 Sep 23 2022 -2.22 -3.61 5.96 4.28 3.71 4.54 -1.91 0.11 0.54 1.15 -11.39 -12.35 -12.35 -12.35 -1.00 0.04 0.16 0.42 -10.30 -2.28 4.65 7.87 0.53 3.55 1.16 3.58
10-year Treasury
1 0 100 0 -12.80 0.18 0.94 5.21 0.12 Sep 23 2022 -3.91 -3.89 7.30 6.11 5.72 6.65 -1.75 0.03 0.16 0.78 -12.80 -16.08 -16.08 -16.08 -1.00 0.01 0.06 0.32 -11.49 -3.33 10.01 8.03 0.77 0.80 1.18 2.22
Developed World ex-US Stocks
1 100 0 0 -20.21 1.96 5.41 5.12 -3.27 Sep 23 2022 -8.27 -5.82 15.57 16.41 14.12 16.44 -1.30 0.12 0.38 0.31 -20.21 -24.14 -24.14 -57.00 -1.00 0.08 0.22 0.09 -19.59 11.67 9.74 22.62 1.20 3.46 2.21 3.65
Conservative Income
Charles Schwab
6 5 95 0 -7.71 1.50 1.67 4.64 -0.37 Sep 23 2022 -2.83 -2.45 5.16 3.79 3.33 3.44 -1.50 0.40 0.50 1.35 -8.22 -8.22 -8.22 -8.22 -0.94 0.18 0.20 0.56 -8.07 2.43 5.45 8.37 1.42 2.26 1.91 2.80
Total Bond US
1 0 100 0 -11.72 0.49 1.21 4.51 -0.28 Sep 23 2022 -3.28 -2.80 5.88 4.58 3.90 3.89 -1.99 0.11 0.31 1.16 -11.72 -12.66 -12.66 -12.66 -1.00 0.04 0.10 0.36 -10.78 -1.86 7.71 8.83 1.25 2.06 2.53 2.91
Robo Advisor 10
Betterment
12 9.9 90.1 0 -6.63 1.24 1.63 4.30 -0.41 Sep 23 2022 -2.13 -1.48 3.23 2.43 2.02 2.46 -2.05 0.51 0.81 1.75 -6.63 -6.63 -6.63 -6.63 -1.00 0.19 0.25 0.65 -6.10 0.88 4.71 6.61 0.67 1.05 1.36 2.45
Robo Advisor 0
Betterment
2 0 100 0 -4.43 0.66 0.66 3.25 -0.13 Sep 23 2022 -1.26 -0.93 1.97 1.54 1.22 1.81 -2.25 0.43 0.54 1.79 -4.43 -4.47 -4.47 -4.47 -1.00 0.15 0.15 0.73 -3.69 -0.79 3.37 3.70 0.48 0.49 1.14 2.21
Short Term Treasury
1 0 100 0 -4.06 0.62 0.58 3.15 -0.12 Sep 23 2022 -1.18 -0.81 1.78 1.45 1.14 1.81 -2.29 0.43 0.51 1.74 -4.06 -4.10 -4.10 -4.10 -1.00 0.15 0.14 0.77 -3.38 -0.72 3.03 3.38 0.42 0.26 0.96 2.17
Returns and KPIs are calculated on the hypothesis of:
  • a yearly rebalancing of the portfolios (at the beginning of the year)
  • the reinvestment of dividends
Returns refer to investiments in US Dollars.
Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54% , 30Y: 2.51%
Portfolio returns are updated to 31 August 2022.
Live Sep 2022 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation. Once consolidated, the returns will be calculated on the actual asset weights. Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 August 2022.

The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 August 2022.

Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Aug 2022. 2022: 6.23%, 2021: 7.04%, 2020: 1.36%, 2019: 2.29%
For further details about Dividends, click here.
Swipe left to see all data
% Allocation
Ann. Return (%) - Aug 31, 2022
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
YTD(%)
Yearly Returns (%)
Portfolio #ETF Stocks Bonds Comm 1Y 3Y 5Y Daily Time(ET) Sep 2022 Aug 2022 1Y 3Y 5Y 1Y 3Y 5Y 1Y 3Y 5Y 1Y 3Y 5Y 2022 2021 2020 2019 2022 2021 2020 2019
Cape US Sector Value
Robert Shiller
1 100 0 0 -8.75 14.22 13.05 -1.88 Sep 23 2022 -7.36 -4.35 20.69 19.67 17.88 -0.42 0.72 0.73 -17.93 -21.00 -21.00 -0.49 0.68 0.62 -11.07 27.80 19.47 32.61 0.00 0.00 0.00 0.00
Stocks/Bonds 60/40 with Bitcoin
3 59 39 2 -13.53 7.70 10.98 -1.11 08:58AM
Sep 25 2022
-5.40 -3.46 14.08 13.82 12.87 -0.96 0.56 0.85 -17.79 -17.79 -17.79 -0.76 0.43 0.62 -15.45 15.60 21.52 23.43 0.84 1.69 2.00 2.49
Equal Weight US Portfolio
1 100 0 0 -8.48 12.24 10.60 -1.68 Sep 23 2022 -6.88 -3.48 18.17 21.09 18.94 -0.47 0.58 0.56 -16.74 -26.65 -26.65 -0.51 0.46 0.40 -12.69 29.41 12.71 28.91 0.84 1.64 1.83 2.16
Stocks/Bonds 60/40 2x Leveraged
2 60 40 0 -24.67 8.18 10.15 -1.93 Sep 23 2022 -10.98 -8.61 27.28 22.84 20.66 -0.90 0.36 0.49 -31.35 -31.35 -31.35 -0.79 0.26 0.32 -29.19 33.12 20.45 43.41 0.03 0.18 0.40 1.13
Ark Tech Portfolio
Cathie Wood
4 100 0 0 -56.73 7.52 9.79 -2.41 Sep 23 2022 -9.97 -5.81 33.21 37.45 33.50 -1.71 0.20 0.29 -59.40 -62.99 -62.99 -0.95 0.12 0.16 -46.73 -18.06 149.52 35.21 0.00 1.03 2.88 1.23
US Stocks ESG
1 100 0 0 -16.87 11.99 9.10 -1.51 Sep 23 2022 -6.87 -4.33 20.42 19.99 18.01 -0.83 0.60 0.51 -24.04 -24.04 -24.04 -0.70 0.50 0.38 -20.35 26.20 25.67 33.37 0.44 0.85 1.38 1.68
Golden Butterfly with Bitcoin
6 40 40 20 -12.00 5.35 9.05 -1.08 08:58AM
Sep 25 2022
-5.20 -3.29 10.20 10.29 10.16 -1.18 0.52 0.89 -13.54 -13.54 -13.54 -0.89 0.39 0.67 -13.36 10.61 19.54 19.56 0.51 1.03 1.09 1.81
US Stocks Momentum
1 100 0 0 -21.44 6.11 9.01 -3.10 Sep 23 2022 -8.42 -2.01 24.54 21.62 19.48 -0.87 0.28 0.46 -30.28 -30.28 -30.28 -0.71 0.20 0.30 -21.66 7.72 36.60 33.13 0.00 0.00 0.15 0.33
Stocks/Bonds 40/60 with Bitcoin
3 39 59 2 -13.12 4.97 8.92 -0.82 08:58AM
Sep 25 2022
-4.69 -3.28 11.21 10.70 10.18 -1.17 0.46 0.88 -15.61 -15.61 -15.61 -0.84 0.32 0.57 -14.18 10.09 18.86 19.07 0.97 1.80 2.16 2.61
All Weather Portfolio with Bitcoin
Ray Dalio
6 30 55 15 -13.82 3.47 8.54 -0.72 08:58AM
Sep 25 2022
-5.42 -3.84 10.84 9.63 9.69 -1.27 0.36 0.88 -15.53 -15.53 -15.53 -0.89 0.22 0.55 -15.39 8.91 20.78 19.77 0.65 1.13 1.40 2.03
Permanent Portfolio with Bitcoin
Harry Browne
5 25 50 25 -11.60 3.72 8.35 -0.71 08:58AM
Sep 25 2022
-4.00 -2.74 8.73 8.65 8.81 -1.33 0.43 0.95 -12.80 -12.80 -12.80 -0.91 0.29 0.65 -12.80 5.47 21.71 17.70 0.45 0.73 0.94 1.73
Desert Portfolio with Bitcoin
Gyroscopic Investing
4 30 60 10 -11.08 4.53 8.31 -0.74 08:58AM
Sep 25 2022
-4.03 -3.11 8.36 7.89 8.09 -1.33 0.57 1.03 -11.89 -11.89 -11.89 -0.93 0.38 0.70 -11.52 7.03 18.57 15.94 0.52 0.88 1.23 1.95
Talmud Portfolio 2x Leveraged
Roger Gibson
3 66.7 33.3 0 -24.32 4.10 7.87 -1.97 Sep 23 2022 -12.88 -9.63 30.24 25.58 22.52 -0.80 0.16 0.35 -32.60 -32.60 -32.60 -0.75 0.13 0.24 -30.89 46.68 4.10 44.89 0.03 0.24 0.51 1.38
Stocks/Bonds 40/60 2x Leveraged
2 40 60 0 -24.35 3.46 6.55 -1.21 Sep 23 2022 -9.86 -8.57 21.88 16.72 14.88 -1.11 0.21 0.44 -27.71 -27.71 -27.71 -0.88 0.12 0.24 -27.06 19.46 19.91 33.39 0.02 0.18 0.47 1.28
All Weather Portfolio 2x Leveraged
Ray Dalio
5 37.5 55 7.5 -19.52 2.52 6.52 -1.95 Sep 23 2022 -11.73 -6.14 24.02 18.05 16.47 -0.81 0.14 0.40 -26.81 -26.81 -26.81 -0.73 0.09 0.24 -24.59 19.72 19.68 34.09 0.14 0.32 0.37 1.45
Stocks/Bonds 60/40 ESG
2 60 40 0 -14.46 6.58 5.96 -1.01 Sep 23 2022 -5.41 -3.80 13.96 12.73 11.30 -1.04 0.52 0.53 -18.48 -18.48 -18.48 -0.78 0.36 0.32 -16.50 14.84 18.27 23.31 0.74 1.30 1.76 2.14
Stocks/Bonds 60/40 Momentum
2 60 40 0 -17.50 3.15 5.88 -1.97 Sep 23 2022 -6.36 -2.35 16.00 14.12 12.62 -1.09 0.22 0.47 -22.55 -22.55 -22.55 -0.78 0.14 0.26 -17.31 3.88 25.05 23.41 0.50 0.82 1.10 1.36
Golden Butterfly 2x Leveraged
4 40 40 20 -23.32 3.38 5.80 -2.19 Sep 23 2022 -10.78 -8.22 19.85 17.12 15.83 -1.17 0.20 0.37 -25.36 -25.36 -25.36 -0.92 0.13 0.23 -25.36 16.84 19.29 32.73 0.01 0.11 0.31 0.90
Desert Portfolio 2x Leveraged
Gyroscopic Investing
3 30 60 10 -23.48 1.74 5.15 -1.23 Sep 23 2022 -9.36 -8.33 18.48 14.56 12.89 -1.27 0.12 0.40 -25.35 -25.35 -25.35 -0.93 0.07 0.20 -25.35 12.18 21.66 30.15 0.02 0.17 0.45 1.20
Simplified Permanent Portfolio 2x Leveraged
3 25 50 25 -22.21 1.58 4.95 -1.61 Sep 23 2022 -9.16 -7.99 16.58 14.86 13.21 -1.34 0.11 0.37 -23.86 -23.86 -23.86 -0.93 0.07 0.21 -23.86 8.10 24.56 30.31 0.01 0.14 0.38 1.00
Stocks/Bonds 40/60 ESG
2 40 60 0 -13.41 3.71 4.20 -0.75 Sep 23 2022 -4.68 -3.55 10.90 9.41 8.22 -1.23 0.39 0.51 -15.70 -15.70 -15.70 -0.85 0.24 0.27 -14.57 9.16 14.57 18.28 0.89 1.53 1.96 2.38
Stocks/Bonds 40/60 Momentum
2 40 60 0 -15.55 1.52 4.18 -1.41 Sep 23 2022 -5.34 -2.51 12.07 10.61 9.37 -1.29 0.14 0.45 -18.59 -18.59 -18.59 -0.84 0.08 0.22 -15.13 1.97 19.27 18.55 0.75 1.24 1.58 1.88
Developed World ex-US Stocks Momentum
1 100 0 0 -20.82 3.17 2.90 -3.77 Sep 23 2022 -8.04 -4.54 16.12 15.96 14.74 -1.29 0.20 0.20 -21.65 -21.65 -21.65 -0.96 0.15 0.13 -21.38 6.60 22.16 24.51 1.25 5.51 1.17 2.61
Developed World ex-US 60/40 Momentum
2 60 40 0 -16.97 0.76 2.22 -2.46 Sep 23 2022 -5.72 -4.14 10.93 10.62 9.56 -1.55 0.07 0.23 -17.03 -17.03 -17.03 -1.00 0.04 0.13 -16.95 3.05 15.15 17.85 0.96 4.73 1.17 3.00
Developed World ex-US 40/60 Momentum
2 40 60 0 -15.08 -0.55 1.74 -1.80 Sep 23 2022 -4.55 -3.95 8.63 8.16 7.19 -1.75 -0.07 0.24 -15.08 -15.08 -15.08 -1.00 -0.04 0.12 -14.73 1.27 11.65 14.52 0.82 4.33 1.16 3.19
Returns and KPIs are calculated on the hypothesis of:
  • a yearly rebalancing of the portfolios (at the beginning of the year)
  • the reinvestment of dividends
Returns refer to investiments in US Dollars.
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