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
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.
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
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.
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.
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.
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 (%) |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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 | |
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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
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.
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
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.
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.
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.
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 (%) |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
