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 March 2023
Live Update at Apr 01 2023, 09:58PM Eastern Time
Live Update at Apr 01 2023, 09:58PM 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.
Waiting for updates, inflation of Mar 2023 is set to 0%.
Current inflation (annualized) is
1Y: 4.64%
, 5Y: 3.81%
, 10Y: 2.60%
, 30Y: 2.50%
Portfolio returns are updated to 31 March 2023.
Portfolio returns are updated to 31 March 2023.
Live Apr 2023 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 March 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 March 2023.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 March 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 March 2023.
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2023.
Waiting for updates, inflation of Mar 2023 is set to 0%.
2023: 1.36%, 2022: 6.45%, 2021: 7.04%, 2020: 1.36%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Mar 31, 2023 |
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) | Apr 2023 | Mar 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 | -10.80 | 15.71 | 17.69 | 13.29 | - | - | - | 9.49 | 29.82 | 21.96 | 17.94 | 23.95 | -0.36 | 0.72 | 0.99 | 0.55 | -26.10 | -32.58 | -32.58 | -81.08 | -0.41 | 0.48 | 0.54 | 0.16 | 20.71 | -32.58 | 27.42 | 48.40 | 0.18 | 0.54 | 0.54 | 0.64 | |
US Stocks Momentum |
1 | 100 | 0 | 0 | -15.53 | 6.99 | 12.17 | 11.92 | - | - | - | 0.44 | 21.26 | 18.67 | 15.12 | 15.12 | -0.73 | 0.37 | 0.80 | 0.79 | -21.23 | -30.16 | -30.16 | -53.85 | -0.73 | 0.23 | 0.40 | 0.22 | -4.15 | -18.26 | 13.37 | 29.85 | 0.55 | 1.45 | 0.62 | 1.07 | |
Stocks/Bonds 80/20 Momentum |
2 | 80 | 20 | 0 | -13.45 | 5.88 | 10.13 | 10.74 | - | - | - | 0.90 | 17.83 | 15.42 | 12.44 | 12.19 | -0.75 | 0.38 | 0.81 | 0.88 | -18.80 | -27.23 | -27.23 | -43.61 | -0.72 | 0.22 | 0.37 | 0.25 | -2.72 | -17.23 | 10.32 | 25.42 | 0.49 | 1.61 | 0.91 | 1.36 | |
US Stocks |
1 | 100 | 0 | 0 | -8.80 | 10.36 | 11.68 | 9.65 | - | - | - | 2.71 | 22.84 | 18.97 | 15.17 | 15.38 | -0.39 | 0.55 | 0.77 | 0.63 | -20.52 | -24.81 | -24.81 | -50.84 | -0.43 | 0.42 | 0.47 | 0.19 | 7.18 | -19.51 | 25.67 | 21.03 | 0.41 | 1.33 | 1.51 | 1.71 | |
US Stocks Minimum Volatility |
1 | 100 | 0 | 0 | -4.59 | 8.94 | 10.45 | 9.55 | - | - | - | 3.45 | 16.23 | 14.88 | 12.06 | 13.66 | -0.28 | 0.60 | 0.87 | 0.70 | -14.10 | -19.06 | -19.06 | -43.27 | -0.33 | 0.47 | 0.55 | 0.22 | 1.35 | -9.42 | 20.84 | 5.64 | 0.44 | 1.45 | 1.52 | 1.89 | |
US Stocks Value |
1 | 100 | 0 | 0 | -0.55 | 9.35 | 10.11 | 9.53 | - | - | - | 0.96 | 21.49 | 18.76 | 15.13 | 15.19 | -0.03 | 0.50 | 0.67 | 0.63 | -16.52 | -26.06 | -26.06 | -55.41 | -0.03 | 0.36 | 0.39 | 0.17 | 4.98 | -5.39 | 25.21 | 1.55 | 0.49 | 2.07 | 2.32 | 2.40 | |
Stocks/Bonds 60/40 Momentum |
2 | 60 | 40 | 0 | -11.35 | 4.72 | 8.04 | 9.37 | - | - | - | 1.36 | 14.80 | 12.29 | 9.86 | 9.41 | -0.77 | 0.38 | 0.81 | 1.00 | -16.38 | -24.21 | -24.21 | -32.52 | -0.69 | 0.19 | 0.33 | 0.29 | -1.29 | -16.20 | 7.27 | 20.99 | 0.42 | 1.76 | 1.20 | 1.65 | |
Warren Buffett Portfolio Warren Buffett |
2 | 90 | 10 | 0 | -7.86 | 10.05 | 11.02 | 9.26 | - | - | - | 3.42 | 20.47 | 16.74 | 13.40 | 13.52 | -0.38 | 0.60 | 0.82 | 0.69 | -18.96 | -23.08 | -23.08 | -45.52 | -0.41 | 0.44 | 0.48 | 0.20 | 7.04 | -18.29 | 24.59 | 19.19 | 0.39 | 1.31 | 1.38 | 1.67 | |
Sheltered Sam 100/0 Bill Bernstein |
10 | 97 | 0 | 3 | -6.91 | 6.99 | 8.66 | 9.07 | - | - | - | -0.22 | 21.17 | 18.08 | 14.44 | 15.15 | -0.33 | 0.39 | 0.60 | 0.60 | -19.46 | -25.40 | -25.40 | -54.91 | -0.36 | 0.28 | 0.34 | 0.17 | 3.48 | -12.59 | 23.26 | 7.92 | 0.42 | 2.02 | 2.43 | 2.06 | |
Stocks/Bonds 80/20 |
2 | 80 | 20 | 0 | -7.99 | 8.59 | 9.73 | 8.86 | - | - | - | 2.70 | 19.61 | 15.63 | 12.42 | 12.35 | -0.41 | 0.55 | 0.78 | 0.72 | -18.26 | -22.75 | -22.75 | -41.09 | -0.44 | 0.38 | 0.43 | 0.22 | 6.35 | -18.23 | 20.16 | 18.36 | 0.37 | 1.51 | 1.62 | 1.87 | |
Aggressive Global Income |
4 | 80 | 20 | 0 | -5.16 | 4.22 | 5.64 | 8.80 | - | - | - | -0.52 | 18.56 | 15.26 | 12.57 | 14.35 | -0.28 | 0.28 | 0.45 | 0.61 | -17.02 | -23.84 | -23.84 | -52.63 | -0.30 | 0.18 | 0.24 | 0.17 | 2.27 | -8.43 | 17.07 | -1.13 | 0.58 | 3.49 | 3.67 | 3.52 | |
Robust Alpha Architect |
8 | 70 | 20 | 10 | -9.32 | 5.11 | 6.69 | 8.70 | - | - | - | -0.17 | 15.46 | 13.77 | 10.93 | 10.96 | -0.60 | 0.37 | 0.61 | 0.79 | -16.41 | -19.09 | -19.09 | -44.20 | -0.57 | 0.27 | 0.35 | 0.20 | -0.04 | -10.29 | 17.40 | 7.53 | 0.44 | 1.83 | 1.61 | 1.55 | |
Sheltered Sam 90/10 Bill Bernstein |
12 | 87.3 | 10 | 2.7 | -6.50 | 6.51 | 7.94 | 8.69 | - | - | - | 0.01 | 19.39 | 16.30 | 13.03 | 13.59 | -0.34 | 0.40 | 0.61 | 0.64 | -18.11 | -22.65 | -22.65 | -50.12 | -0.36 | 0.29 | 0.35 | 0.17 | 3.36 | -12.09 | 21.12 | 7.74 | 0.39 | 2.12 | 2.38 | 1.97 | |
Simple Path to Wealth JL Collins |
2 | 75 | 25 | 0 | -7.79 | 8.14 | 9.23 | 8.64 | - | - | - | 2.70 | 18.84 | 14.81 | 11.75 | 11.61 | -0.41 | 0.55 | 0.79 | 0.74 | -17.70 | -22.24 | -22.24 | -38.53 | -0.44 | 0.37 | 0.41 | 0.22 | 6.14 | -17.91 | 18.79 | 17.70 | 0.37 | 1.56 | 1.65 | 1.92 | |
Mid-Fifties Burton Malkiel |
8 | 80 | 20 | 0 | -7.65 | 5.50 | 6.79 | 8.40 | - | - | - | 2.01 | 19.08 | 14.93 | 12.09 | 12.89 | -0.40 | 0.37 | 0.56 | 0.65 | -19.04 | -24.05 | -24.05 | -46.21 | -0.40 | 0.23 | 0.28 | 0.18 | 4.80 | -17.33 | 15.75 | 11.71 | 0.41 | 2.08 | 2.30 | 2.23 | |
Robo Advisor 100 Betterment |
6 | 100 | 0 | 0 | -6.01 | 6.12 | 8.08 | 8.36 | - | - | - | 1.53 | 21.83 | 17.97 | 14.62 | 15.72 | -0.28 | 0.34 | 0.55 | 0.53 | -20.35 | -24.17 | -24.17 | -54.55 | -0.30 | 0.25 | 0.33 | 0.15 | 5.62 | -15.26 | 18.02 | 12.47 | 0.26 | 1.83 | 2.34 | 1.94 | |
Late Thirties to Early Forties Burton Malkiel |
8 | 85 | 15 | 0 | -7.45 | 5.65 | 7.04 | 8.33 | - | - | - | 2.17 | 19.53 | 15.43 | 12.54 | 13.51 | -0.38 | 0.37 | 0.56 | 0.62 | -19.37 | -24.26 | -24.26 | -48.28 | -0.38 | 0.23 | 0.29 | 0.17 | 5.23 | -17.38 | 15.84 | 12.75 | 0.36 | 1.97 | 2.23 | 2.11 | |
Ultimate Buy and Hold Strategy Paul Merriman |
10 | 100 | 0 | 0 | -7.43 | 4.32 | 7.13 | 8.33 | - | - | - | -0.48 | 21.99 | 18.64 | 14.95 | 15.58 | -0.34 | 0.23 | 0.48 | 0.53 | -21.04 | -27.54 | -27.54 | -57.21 | -0.35 | 0.16 | 0.26 | 0.15 | 4.31 | -15.37 | 19.37 | 6.40 | 0.41 | 2.27 | 2.79 | 2.06 | |
Edge Select Aggressive Merrill Lynch |
12 | 84 | 16 | 0 | -6.41 | 6.86 | 8.21 | 8.30 | - | - | - | 3.22 | 19.73 | 15.46 | 12.58 | 13.16 | -0.33 | 0.44 | 0.65 | 0.63 | -19.05 | -23.81 | -23.81 | -45.65 | -0.34 | 0.29 | 0.34 | 0.18 | 7.25 | -17.87 | 15.74 | 17.62 | 0.30 | 1.69 | 1.85 | 1.73 | |
Sheltered Sam 80/20 Bill Bernstein |
12 | 77.6 | 20 | 2.4 | -6.08 | 6.03 | 7.21 | 8.28 | - | - | - | 0.24 | 17.65 | 14.55 | 11.63 | 12.07 | -0.34 | 0.41 | 0.62 | 0.69 | -16.77 | -19.89 | -19.89 | -45.06 | -0.36 | 0.30 | 0.36 | 0.18 | 3.24 | -11.58 | 18.98 | 7.57 | 0.36 | 2.23 | 2.33 | 1.87 | |
Mid-Twenties Burton Malkiel |
8 | 87 | 13 | 0 | -7.58 | 5.59 | 7.04 | 8.24 | - | - | - | 2.21 | 19.79 | 15.68 | 12.76 | 13.84 | -0.38 | 0.36 | 0.55 | 0.60 | -19.65 | -24.50 | -24.50 | -49.50 | -0.39 | 0.23 | 0.29 | 0.17 | 5.44 | -17.64 | 15.90 | 12.95 | 0.35 | 1.94 | 2.22 | 2.07 | |
Late Sixties and Beyond Burton Malkiel |
8 | 71 | 29 | 0 | -7.31 | 5.38 | 6.39 | 8.24 | - | - | - | 1.70 | 17.44 | 13.63 | 11.00 | 11.57 | -0.42 | 0.39 | 0.58 | 0.71 | -17.54 | -22.44 | -22.44 | -41.80 | -0.42 | 0.24 | 0.28 | 0.20 | 4.08 | -16.23 | 15.40 | 10.03 | 0.47 | 2.16 | 2.25 | 2.27 | |
Robo Advisor 90 Betterment |
11 | 90.1 | 9.9 | 0 | -6.59 | 5.55 | 7.51 | 8.23 | - | - | - | 1.50 | 20.52 | 16.64 | 13.48 | 14.37 | -0.32 | 0.33 | 0.56 | 0.57 | -19.57 | -23.36 | -23.36 | -50.07 | -0.34 | 0.24 | 0.32 | 0.16 | 5.12 | -15.33 | 16.04 | 12.42 | 0.35 | 1.95 | 2.36 | 1.94 | |
Yale Endowment David Swensen |
6 | 70 | 30 | 0 | -11.30 | 5.29 | 6.30 | 8.14 | - | - | - | 2.08 | 19.25 | 13.47 | 10.95 | 10.82 | -0.59 | 0.39 | 0.57 | 0.75 | -20.66 | -25.53 | -25.53 | -39.48 | -0.55 | 0.21 | 0.25 | 0.21 | 5.50 | -21.08 | 17.53 | 12.03 | 0.40 | 2.58 | 2.65 | 2.12 | |
Second Grader's Starter Paul Farrell |
3 | 90 | 10 | 0 | -7.01 | 7.19 | 8.60 | 8.09 | - | - | - | 2.74 | 20.55 | 16.38 | 13.26 | 13.75 | -0.34 | 0.44 | 0.65 | 0.59 | -19.73 | -24.21 | -24.21 | -48.52 | -0.36 | 0.30 | 0.36 | 0.17 | 6.67 | -17.70 | 17.70 | 16.72 | 0.34 | 1.80 | 2.09 | 1.94 | |
Robo Advisor 80 Betterment |
10 | 80 | 20 | 0 | -6.54 | 4.97 | 6.84 | 8.06 | - | - | - | 1.63 | 19.25 | 15.18 | 12.27 | 12.99 | -0.34 | 0.33 | 0.56 | 0.62 | -18.66 | -22.63 | -22.63 | -45.47 | -0.35 | 0.22 | 0.30 | 0.18 | 4.92 | -15.27 | 13.94 | 11.77 | 0.34 | 2.03 | 2.47 | 1.97 | |
Seven Value Scott Burns |
7 | 71.5 | 28.5 | 0 | -3.25 | 7.06 | 6.58 | 8.03 | - | - | - | 1.20 | 19.35 | 14.65 | 11.61 | 11.24 | -0.17 | 0.48 | 0.57 | 0.71 | -14.49 | -20.44 | -20.44 | -41.22 | -0.22 | 0.35 | 0.32 | 0.19 | 2.49 | -3.63 | 22.53 | 1.86 | 0.48 | 3.17 | 3.60 | 2.32 | |
Talmud Portfolio Roger Gibson |
3 | 66.7 | 33.3 | 0 | -11.33 | 6.06 | 6.57 | 7.96 | - | - | - | 1.05 | 17.48 | 13.38 | 10.80 | 10.65 | -0.65 | 0.45 | 0.61 | 0.75 | -18.15 | -22.88 | -22.88 | -40.17 | -0.62 | 0.26 | 0.29 | 0.20 | 3.95 | -19.62 | 21.44 | 8.02 | 0.52 | 2.13 | 2.37 | 2.63 | |
Stocks/Bonds 60/40 |
2 | 60 | 40 | 0 | -7.20 | 6.76 | 7.71 | 7.92 | - | - | - | 2.69 | 16.60 | 12.43 | 9.80 | 9.47 | -0.43 | 0.54 | 0.79 | 0.84 | -16.01 | -20.69 | -20.69 | -30.55 | -0.45 | 0.33 | 0.37 | 0.26 | 5.51 | -16.95 | 14.66 | 15.70 | 0.34 | 1.69 | 1.73 | 2.04 | |
Couch Potato Scott Burns |
2 | 50 | 50 | 0 | -7.90 | 6.61 | 6.67 | 7.90 | - | - | - | 2.78 | 16.00 | 11.42 | 9.02 | 8.66 | -0.49 | 0.58 | 0.74 | 0.91 | -16.22 | -19.77 | -19.77 | -27.04 | -0.49 | 0.33 | 0.34 | 0.29 | 5.38 | -16.31 | 15.67 | 15.93 | 0.21 | 3.61 | 2.96 | 1.50 | |
Core Four Rick Ferri |
4 | 80 | 20 | 0 | -7.83 | 6.45 | 7.62 | 7.89 | - | - | - | 2.34 | 19.09 | 14.79 | 11.86 | 12.08 | -0.41 | 0.44 | 0.64 | 0.65 | -18.87 | -23.46 | -23.46 | -44.44 | -0.41 | 0.27 | 0.32 | 0.18 | 5.83 | -17.83 | 17.18 | 13.93 | 0.37 | 1.93 | 2.20 | 2.14 | |
Stocks/Bonds 40/60 Momentum |
2 | 40 | 60 | 0 | -9.24 | 3.50 | 5.87 | 7.85 | - | - | - | 1.81 | 12.27 | 9.38 | 7.46 | 6.85 | -0.75 | 0.37 | 0.79 | 1.15 | -13.97 | -21.11 | -21.11 | -21.11 | -0.66 | 0.17 | 0.28 | 0.37 | 0.14 | -15.17 | 4.23 | 16.57 | 0.36 | 1.92 | 1.48 | 1.95 | |
Edge Select Moderately Aggressive Merrill Lynch |
12 | 69 | 31 | 0 | -5.99 | 6.06 | 7.20 | 7.85 | - | - | - | 3.29 | 17.98 | 13.39 | 10.82 | 11.04 | -0.33 | 0.45 | 0.66 | 0.71 | -17.44 | -22.31 | -22.31 | -38.23 | -0.34 | 0.27 | 0.32 | 0.21 | 6.68 | -17.08 | 12.88 | 16.02 | 0.33 | 1.79 | 1.82 | 1.86 | |
Sheltered Sam 70/30 Bill Bernstein |
12 | 67.9 | 30 | 2.1 | -5.67 | 5.53 | 6.48 | 7.84 | - | - | - | 0.47 | 15.94 | 12.83 | 10.27 | 10.59 | -0.36 | 0.43 | 0.63 | 0.74 | -15.43 | -17.80 | -17.80 | -39.73 | -0.37 | 0.31 | 0.36 | 0.20 | 3.12 | -11.08 | 16.83 | 7.39 | 0.33 | 2.34 | 2.28 | 1.77 | |
Family Taxable Portfolio Ted Aronson |
11 | 70 | 30 | 0 | -8.31 | 4.24 | 6.21 | 7.84 | - | - | - | 1.51 | 19.09 | 13.87 | 11.19 | 11.54 | -0.44 | 0.31 | 0.56 | 0.68 | -18.97 | -23.76 | -23.76 | -38.46 | -0.44 | 0.18 | 0.26 | 0.20 | 5.19 | -17.99 | 11.93 | 14.59 | 0.26 | 2.45 | 2.47 | 1.80 | |
Lazy Portfolio David Swensen |
6 | 70 | 30 | 0 | -9.23 | 5.43 | 6.06 | 7.78 | - | - | - | 1.82 | 17.35 | 12.96 | 10.50 | 10.75 | -0.53 | 0.42 | 0.58 | 0.72 | -18.09 | -22.43 | -22.43 | -40.89 | -0.51 | 0.24 | 0.27 | 0.19 | 4.65 | -17.86 | 17.34 | 10.56 | 0.37 | 2.52 | 2.51 | 2.03 | |
Six Ways from Sunday Scott Burns |
6 | 66.7 | 33.3 | 0 | -3.13 | 6.74 | 5.89 | 7.78 | - | - | - | 1.47 | 19.39 | 14.29 | 11.34 | 10.85 | -0.16 | 0.47 | 0.52 | 0.72 | -14.34 | -19.67 | -19.67 | -39.14 | -0.22 | 0.34 | 0.30 | 0.20 | 3.06 | -3.84 | 21.86 | 1.75 | 0.46 | 3.30 | 3.75 | 2.27 | |
Four Funds Bogleheads |
4 | 80 | 20 | 0 | -6.84 | 6.44 | 7.60 | 7.77 | - | - | - | 2.76 | 19.20 | 14.84 | 12.01 | 12.35 | -0.36 | 0.43 | 0.63 | 0.63 | -18.86 | -23.20 | -23.20 | -44.08 | -0.36 | 0.28 | 0.33 | 0.18 | 6.31 | -17.06 | 15.70 | 15.71 | 0.30 | 2.25 | 2.38 | 1.89 | |
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
5 | 70 | 30 | 0 | -7.83 | 6.08 | 6.95 | 7.69 | - | - | - | 2.21 | 18.23 | 13.60 | 10.83 | 10.65 | -0.43 | 0.45 | 0.64 | 0.72 | -18.33 | -22.74 | -22.74 | -39.55 | -0.43 | 0.27 | 0.31 | 0.19 | 5.60 | -17.43 | 16.85 | 12.52 | 0.38 | 2.33 | 2.50 | 2.13 | |
Three Funds Bogleheads |
3 | 80 | 20 | 0 | -6.61 | 6.29 | 7.60 | 7.67 | - | - | - | 2.74 | 19.09 | 14.76 | 11.93 | 12.28 | -0.35 | 0.43 | 0.64 | 0.62 | -18.60 | -23.18 | -23.18 | -43.68 | -0.36 | 0.27 | 0.33 | 0.18 | 6.26 | -17.06 | 14.95 | 15.39 | 0.32 | 1.89 | 2.15 | 2.02 | |
Golden Butterfly |
5 | 40 | 40 | 20 | -5.99 | 5.36 | 5.54 | 7.67 | - | - | - | 1.98 | 14.03 | 9.59 | 7.89 | 7.52 | -0.43 | 0.56 | 0.70 | 1.02 | -15.31 | -17.79 | -17.79 | -17.79 | -0.39 | 0.30 | 0.31 | 0.43 | 5.32 | -13.35 | 9.35 | 13.93 | 0.24 | 1.13 | 1.03 | 1.09 | |
Gone Fishin' Portfolio Alexander Green |
10 | 65 | 30 | 5 | -6.94 | 4.36 | 5.59 | 7.65 | - | - | - | 1.53 | 17.86 | 13.63 | 10.99 | 12.00 | -0.39 | 0.32 | 0.51 | 0.64 | -17.81 | -21.98 | -21.98 | -43.02 | -0.39 | 0.20 | 0.25 | 0.18 | 4.64 | -15.58 | 11.58 | 12.37 | 0.31 | 2.48 | 2.60 | 2.16 | |
LifeStrategy Growth Fund Vanguard |
4 | 80 | 20 | 0 | -6.54 | 6.10 | 7.49 | 7.62 | - | - | - | 2.74 | 19.03 | 14.70 | 11.91 | 12.31 | -0.34 | 0.42 | 0.63 | 0.62 | -18.58 | -23.11 | -23.11 | -44.18 | -0.35 | 0.26 | 0.32 | 0.17 | 6.27 | -16.96 | 14.57 | 15.01 | 0.32 | 1.85 | 2.27 | 1.95 | |
Coffeehouse Bill Schultheis |
7 | 60 | 40 | 0 | -7.22 | 4.71 | 6.04 | 7.53 | - | - | - | 0.19 | 16.30 | 12.34 | 9.77 | 9.52 | -0.44 | 0.38 | 0.62 | 0.79 | -15.68 | -19.65 | -19.65 | -33.93 | -0.46 | 0.24 | 0.31 | 0.22 | 3.27 | -14.38 | 15.24 | 7.45 | 0.38 | 2.05 | 2.31 | 2.25 | |
Long Term Portfolio Ben Stein |
6 | 80 | 20 | 0 | -5.76 | 5.44 | 6.67 | 7.49 | - | - | - | 0.94 | 17.38 | 14.34 | 11.60 | 12.33 | -0.33 | 0.38 | 0.57 | 0.61 | -16.82 | -20.52 | -20.52 | -45.92 | -0.34 | 0.27 | 0.32 | 0.16 | 5.02 | -14.26 | 16.72 | 9.40 | 0.38 | 1.73 | 1.92 | 1.66 | |
No Brainer Portfolio Bill Bernstein |
4 | 75 | 25 | 0 | -5.32 | 5.44 | 7.02 | 7.48 | - | - | - | 0.65 | 16.87 | 14.06 | 11.35 | 11.64 | -0.32 | 0.39 | 0.62 | 0.64 | -15.67 | -19.76 | -19.76 | -40.40 | -0.34 | 0.28 | 0.36 | 0.19 | 4.63 | -13.89 | 15.39 | 11.61 | 0.30 | 1.58 | 1.74 | 1.53 | |
Perfect Portfolio Ben Stein |
7 | 80 | 20 | 0 | -4.09 | 6.30 | 7.04 | 7.44 | - | - | - | 2.21 | 17.52 | 14.23 | 11.58 | 12.30 | -0.23 | 0.44 | 0.61 | 0.60 | -16.01 | -18.62 | -18.62 | -44.81 | -0.26 | 0.34 | 0.38 | 0.17 | 5.13 | -11.28 | 16.52 | 10.46 | 0.44 | 1.87 | 1.92 | 1.69 | |
Robo Advisor 50 Betterment |
10 | 49.9 | 50.1 | 0 | -5.99 | 3.27 | 4.79 | 7.40 | - | - | - | 2.02 | 15.53 | 11.05 | 8.87 | 9.23 | -0.39 | 0.30 | 0.54 | 0.80 | -15.68 | -20.25 | -20.25 | -30.72 | -0.38 | 0.16 | 0.24 | 0.24 | 4.35 | -14.79 | 7.95 | 9.50 | 0.25 | 2.29 | 2.80 | 2.06 | |
Pinwheel |
8 | 65 | 25 | 10 | -5.96 | 4.87 | 5.32 | 7.38 | - | - | - | 1.42 | 15.83 | 12.05 | 9.79 | 10.40 | -0.38 | 0.40 | 0.54 | 0.71 | -16.31 | -19.49 | -19.49 | -36.89 | -0.37 | 0.25 | 0.27 | 0.20 | 4.66 | -13.57 | 13.53 | 9.12 | 0.33 | 1.60 | 1.79 | 1.62 | |
Sheltered Sam 60/40 Bill Bernstein |
12 | 58.2 | 40 | 1.8 | -5.25 | 5.01 | 5.72 | 7.37 | - | - | - | 0.70 | 14.28 | 11.15 | 8.93 | 9.14 | -0.37 | 0.45 | 0.64 | 0.81 | -14.09 | -16.49 | -16.49 | -34.12 | -0.37 | 0.30 | 0.35 | 0.22 | 3.00 | -10.58 | 14.69 | 7.21 | 0.30 | 2.45 | 2.23 | 1.68 | |
Tilt Toward Value Time Inc |
7 | 60 | 40 | 0 | -7.34 | 4.91 | 6.02 | 7.35 | - | - | - | 1.56 | 16.11 | 11.85 | 9.43 | 9.28 | -0.46 | 0.41 | 0.64 | 0.79 | -16.17 | -20.45 | -20.45 | -34.63 | -0.45 | 0.24 | 0.29 | 0.21 | 4.33 | -15.72 | 13.78 | 9.48 | 0.37 | 1.99 | 2.43 | 2.18 | |
Gretchen Tai Portfolio Gretchen Tai |
9 | 70 | 30 | 0 | -7.37 | 4.38 | 5.81 | 7.35 | - | - | - | 2.26 | 18.77 | 13.74 | 11.14 | 11.59 | -0.39 | 0.32 | 0.52 | 0.63 | -18.99 | -23.59 | -23.59 | -41.80 | -0.39 | 0.19 | 0.25 | 0.18 | 5.66 | -17.30 | 12.15 | 12.24 | 0.33 | 2.43 | 2.69 | 2.16 | |
Marc Faber Portfolio Marc Faber |
6 | 50 | 25 | 25 | -7.63 | 5.76 | 4.81 | 7.32 | - | - | - | 2.87 | 15.59 | 11.25 | 9.52 | 9.53 | -0.49 | 0.51 | 0.50 | 0.77 | -17.43 | -19.93 | -19.93 | -28.82 | -0.44 | 0.29 | 0.24 | 0.25 | 4.97 | -14.67 | 12.98 | 11.15 | 0.37 | 1.71 | 1.94 | 2.02 | |
European Stocks |
1 | 100 | 0 | 0 | 1.32 | 4.33 | 5.65 | 7.28 | - | - | - | 2.47 | 25.93 | 20.00 | 16.80 | 17.82 | 0.05 | 0.22 | 0.34 | 0.41 | -24.11 | -30.98 | -30.98 | -59.77 | 0.05 | 0.14 | 0.18 | 0.12 | 10.34 | -16.00 | 16.88 | 6.11 | 0.38 | 2.67 | 3.49 | 2.85 | |
Five Fold Scott Burns |
5 | 60 | 40 | 0 | -9.11 | 4.66 | 5.30 | 7.28 | - | - | - | 1.75 | 16.43 | 11.87 | 9.62 | 9.63 | -0.55 | 0.39 | 0.55 | 0.76 | -17.44 | -21.60 | -21.60 | -37.94 | -0.52 | 0.22 | 0.25 | 0.19 | 4.54 | -17.44 | 15.57 | 8.59 | 0.37 | 2.79 | 3.25 | 2.00 | |
All Weather Portfolio Ray Dalio |
5 | 30 | 55 | 15 | -10.05 | 4.50 | 4.62 | 7.28 | - | - | - | 3.72 | 14.76 | 9.31 | 7.70 | 7.20 | -0.68 | 0.48 | 0.60 | 1.01 | -17.06 | -20.19 | -20.19 | -20.19 | -0.59 | 0.22 | 0.23 | 0.36 | 5.59 | -18.03 | 8.08 | 14.68 | 0.25 | 1.31 | 1.13 | 1.40 | |
Margaritaville Scott Burns |
3 | 67 | 33 | 0 | -6.70 | 5.37 | 6.05 | 7.28 | - | - | - | 2.80 | 17.63 | 12.92 | 10.54 | 10.78 | -0.38 | 0.42 | 0.57 | 0.67 | -18.04 | -21.96 | -21.96 | -38.70 | -0.37 | 0.24 | 0.28 | 0.19 | 5.89 | -16.10 | 13.33 | 14.40 | 0.22 | 3.25 | 3.04 | 1.73 | |
Edge Select Moderate Merrill Lynch |
12 | 53 | 47 | 0 | -5.57 | 4.98 | 5.96 | 7.25 | - | - | - | 3.11 | 16.05 | 11.22 | 8.98 | 8.84 | -0.35 | 0.44 | 0.66 | 0.82 | -15.58 | -20.56 | -20.56 | -29.58 | -0.36 | 0.24 | 0.29 | 0.25 | 5.85 | -16.06 | 9.66 | 13.88 | 0.34 | 1.86 | 1.77 | 1.93 | |
Five Asset Roger Gibson |
6 | 60 | 20 | 20 | -8.77 | 6.09 | 5.15 | 7.21 | - | - | - | 1.19 | 15.80 | 13.44 | 10.78 | 11.21 | -0.56 | 0.45 | 0.48 | 0.64 | -16.29 | -19.30 | -19.30 | -44.75 | -0.54 | 0.32 | 0.27 | 0.16 | 3.03 | -11.00 | 22.77 | 5.29 | 0.36 | 1.88 | 2.16 | 1.93 | |
Simple Money Portfolio Tim Maurer |
7 | 60 | 40 | 0 | -4.15 | 3.41 | 5.19 | 7.19 | - | - | - | 0.51 | 15.24 | 11.39 | 9.14 | 8.99 | -0.27 | 0.30 | 0.57 | 0.80 | -14.75 | -18.44 | -18.44 | -32.39 | -0.28 | 0.18 | 0.28 | 0.22 | 3.61 | -11.48 | 10.46 | 6.87 | 0.20 | 1.76 | 1.99 | 1.57 | |
Nano Portfolio John Wasik |
5 | 60 | 40 | 0 | -8.30 | 4.94 | 5.32 | 7.15 | - | - | - | 1.83 | 16.93 | 12.02 | 9.72 | 9.54 | -0.49 | 0.41 | 0.55 | 0.75 | -17.70 | -22.12 | -22.12 | -36.66 | -0.47 | 0.22 | 0.24 | 0.20 | 4.88 | -17.26 | 16.29 | 8.50 | 0.31 | 2.90 | 3.03 | 2.29 | |
Sandwich Portfolio Bob Clyatt |
8 | 55 | 45 | 0 | -5.93 | 3.85 | 5.15 | 7.14 | - | - | - | 1.78 | 14.07 | 10.14 | 8.15 | 8.22 | -0.42 | 0.38 | 0.63 | 0.87 | -14.28 | -19.10 | -19.10 | -28.96 | -0.42 | 0.20 | 0.27 | 0.25 | 4.11 | -14.72 | 9.88 | 10.59 | 0.27 | 1.48 | 1.55 | 1.53 | |
Simple and Cheap Time Inc |
5 | 60 | 40 | 0 | -7.49 | 4.79 | 5.81 | 7.13 | - | - | - | 2.22 | 16.24 | 11.73 | 9.38 | 9.28 | -0.46 | 0.41 | 0.62 | 0.77 | -16.57 | -21.27 | -21.27 | -34.84 | -0.45 | 0.23 | 0.27 | 0.20 | 4.94 | -16.81 | 12.62 | 10.84 | 0.36 | 2.00 | 2.43 | 2.19 | |
Global Market Portfolio Credit Suisse |
8 | 45 | 55 | 0 | -8.63 | 3.44 | 4.77 | 7.07 | - | - | - | 3.26 | 16.79 | 10.60 | 8.60 | 8.13 | -0.51 | 0.32 | 0.55 | 0.87 | -17.54 | -23.10 | -23.10 | -25.90 | -0.49 | 0.15 | 0.21 | 0.27 | 5.52 | -19.25 | 7.49 | 12.06 | 0.39 | 2.08 | 2.43 | 2.07 | |
Ultimate Buy&Hold FundAdvice |
12 | 60 | 40 | 0 | -5.35 | 3.20 | 4.74 | 7.06 | - | - | - | 0.66 | 14.72 | 11.17 | 9.02 | 9.19 | -0.36 | 0.29 | 0.53 | 0.77 | -14.85 | -18.44 | -18.44 | -34.23 | -0.36 | 0.17 | 0.26 | 0.21 | 3.62 | -12.51 | 11.49 | 5.84 | 0.37 | 2.37 | 2.22 | 1.73 | |
LifeStrategy Moderate Growth Vanguard |
4 | 60 | 40 | 0 | -6.14 | 4.84 | 6.05 | 7.04 | - | - | - | 2.71 | 16.24 | 11.73 | 9.42 | 9.43 | -0.38 | 0.41 | 0.64 | 0.75 | -16.18 | -20.84 | -20.84 | -33.52 | -0.38 | 0.23 | 0.29 | 0.21 | 5.49 | -15.97 | 10.43 | 12.96 | 0.30 | 1.88 | 2.33 | 1.99 | |
Coward's Portfolio Bill Bernstein |
9 | 60 | 40 | 0 | -4.43 | 4.67 | 5.77 | 7.03 | - | - | - | 0.52 | 13.48 | 10.96 | 8.81 | 9.01 | -0.33 | 0.43 | 0.65 | 0.78 | -12.80 | -15.87 | -15.87 | -32.68 | -0.35 | 0.29 | 0.36 | 0.22 | 3.12 | -10.59 | 13.60 | 7.17 | 0.33 | 1.61 | 1.49 | 1.58 | |
GAA Global Asset Allocation Mebane Faber |
10 | 40.5 | 49.5 | 10 | -8.06 | 4.00 | 4.48 | 6.96 | - | - | - | 3.24 | 15.86 | 10.35 | 8.36 | 7.92 | -0.51 | 0.39 | 0.54 | 0.88 | -17.09 | -20.65 | -20.65 | -24.91 | -0.47 | 0.19 | 0.22 | 0.28 | 5.30 | -16.44 | 8.69 | 11.18 | 0.37 | 1.84 | 2.20 | 1.86 | |
Big Rocks Portfolio Larry Swedroe |
11 | 60 | 40 | 0 | -4.47 | 4.09 | 5.43 | 6.95 | - | - | - | -0.12 | 13.45 | 11.14 | 8.94 | 9.05 | -0.33 | 0.37 | 0.61 | 0.77 | -12.83 | -15.71 | -15.71 | -33.80 | -0.35 | 0.26 | 0.35 | 0.21 | 2.78 | -10.13 | 13.59 | 5.25 | 0.33 | 1.75 | 1.65 | 1.57 | |
Dynamic 40/60 Income |
5 | 40 | 60 | 0 | -5.89 | 3.00 | 4.11 | 6.93 | - | - | - | 0.76 | 13.24 | 9.79 | 7.54 | 8.01 | -0.45 | 0.31 | 0.55 | 0.86 | -12.17 | -17.33 | -17.33 | -29.84 | -0.48 | 0.17 | 0.24 | 0.23 | 3.43 | -14.37 | 6.72 | 8.28 | 0.46 | 3.06 | 2.85 | 3.24 | |
Simplified Permanent Portfolio |
3 | 25 | 50 | 25 | -4.66 | 5.20 | 4.20 | 6.90 | - | - | - | 4.50 | 12.93 | 8.16 | 7.10 | 6.79 | -0.36 | 0.64 | 0.59 | 1.02 | -13.73 | -16.43 | -16.43 | -16.43 | -0.34 | 0.32 | 0.26 | 0.42 | 5.76 | -12.67 | 3.72 | 16.46 | 0.32 | 1.14 | 0.78 | 1.02 | |
Sheltered Sam 50/50 Bill Bernstein |
12 | 48.5 | 50 | 1.5 | -4.84 | 4.49 | 4.96 | 6.87 | - | - | - | 0.94 | 12.65 | 9.52 | 7.62 | 7.74 | -0.38 | 0.47 | 0.65 | 0.89 | -12.75 | -15.17 | -15.17 | -28.23 | -0.38 | 0.30 | 0.33 | 0.24 | 2.88 | -10.08 | 12.55 | 7.04 | 0.27 | 2.56 | 2.18 | 1.58 | |
Stocks/Bonds 40/60 |
2 | 40 | 60 | 0 | -6.43 | 4.87 | 5.64 | 6.85 | - | - | - | 2.69 | 13.84 | 9.47 | 7.38 | 6.83 | -0.46 | 0.51 | 0.76 | 1.00 | -13.74 | -18.63 | -18.63 | -19.17 | -0.47 | 0.26 | 0.30 | 0.36 | 4.68 | -15.67 | 9.15 | 13.04 | 0.30 | 1.87 | 1.84 | 2.20 | |
Dynamic 60/40 Income |
5 | 60 | 40 | 0 | -8.42 | 4.50 | 5.09 | 6.85 | - | - | - | -0.01 | 14.62 | 11.26 | 8.84 | 9.21 | -0.58 | 0.40 | 0.58 | 0.74 | -13.76 | -18.21 | -18.21 | -41.44 | -0.61 | 0.25 | 0.28 | 0.17 | 3.27 | -15.89 | 15.27 | 6.26 | 0.55 | 2.82 | 2.81 | 3.17 | |
One-Decision Portfolio Marvin Appel |
5 | 50 | 50 | 0 | -6.55 | 5.21 | 5.59 | 6.84 | - | - | - | 0.49 | 13.57 | 10.62 | 8.50 | 8.25 | -0.48 | 0.49 | 0.66 | 0.83 | -13.29 | -16.74 | -16.74 | -31.96 | -0.49 | 0.31 | 0.33 | 0.21 | 3.35 | -13.18 | 16.51 | 5.32 | 0.63 | 1.90 | 1.66 | 1.86 | |
Four Square Scott Burns |
4 | 50 | 50 | 0 | -6.30 | 4.14 | 4.99 | 6.80 | - | - | - | 2.74 | 15.04 | 10.37 | 8.40 | 8.39 | -0.42 | 0.40 | 0.59 | 0.81 | -15.64 | -19.67 | -19.67 | -29.95 | -0.40 | 0.21 | 0.25 | 0.23 | 5.26 | -15.24 | 9.33 | 11.91 | 0.23 | 2.78 | 3.18 | 1.59 | |
Ideal Index Frank Armstrong |
7 | 70 | 30 | 0 | -5.00 | 4.33 | 5.59 | 6.80 | - | - | - | 0.48 | 15.33 | 12.48 | 10.11 | 10.60 | -0.33 | 0.35 | 0.55 | 0.64 | -14.79 | -18.25 | -18.25 | -40.11 | -0.34 | 0.24 | 0.31 | 0.17 | 3.47 | -11.91 | 13.98 | 6.95 | 0.34 | 1.88 | 1.94 | 1.75 | |
Ivy Portfolio Mebane Faber |
5 | 60 | 20 | 20 | -9.32 | 5.57 | 4.49 | 6.75 | - | - | - | 1.04 | 15.81 | 14.14 | 11.28 | 11.50 | -0.59 | 0.39 | 0.40 | 0.59 | -16.46 | -21.77 | -21.77 | -47.39 | -0.57 | 0.26 | 0.21 | 0.14 | 2.70 | -10.08 | 22.27 | 2.25 | 0.36 | 1.79 | 2.07 | 2.02 | |
7Twelve Portfolio Craig Israelsen |
9 | 50 | 33.3 | 16.7 | -6.78 | 4.51 | 3.92 | 6.68 | - | - | - | 0.70 | 13.28 | 11.71 | 9.37 | 9.73 | -0.51 | 0.39 | 0.42 | 0.69 | -13.28 | -17.90 | -17.90 | -37.96 | -0.51 | 0.25 | 0.22 | 0.18 | 2.26 | -7.91 | 16.41 | 3.64 | 0.27 | 1.32 | 1.33 | 1.34 | |
High Yield Bonds Income |
4 | 0 | 100 | 0 | -6.42 | 1.29 | 2.60 | 6.66 | - | - | - | 2.62 | 15.68 | 10.68 | 8.56 | 8.70 | -0.41 | 0.12 | 0.30 | 0.77 | -14.88 | -21.84 | -21.84 | -23.97 | -0.43 | 0.06 | 0.12 | 0.28 | 3.99 | -16.88 | 0.88 | 7.08 | 0.75 | 4.25 | 3.76 | 4.38 | |
Rob Arnott Portfolio Rob Arnott |
8 | 30 | 60 | 10 | -8.54 | 3.82 | 3.70 | 6.60 | - | - | - | 2.47 | 13.92 | 9.14 | 7.44 | 7.10 | -0.61 | 0.42 | 0.50 | 0.93 | -15.15 | -17.86 | -17.86 | -24.27 | -0.56 | 0.21 | 0.21 | 0.27 | 3.93 | -14.81 | 11.04 | 7.98 | 0.37 | 2.31 | 2.57 | 1.88 | |
Edge Select Moderately Conservative Merrill Lynch |
12 | 37 | 63 | 0 | -5.13 | 3.90 | 4.74 | 6.58 | - | - | - | 3.07 | 13.96 | 9.00 | 7.14 | 6.73 | -0.37 | 0.43 | 0.66 | 0.98 | -13.58 | -18.53 | -18.53 | -20.48 | -0.38 | 0.21 | 0.26 | 0.32 | 5.10 | -14.91 | 6.44 | 11.65 | 0.35 | 1.88 | 1.84 | 1.95 | |
Desert Portfolio Gyroscopic Investing |
3 | 30 | 60 | 10 | -3.74 | 4.70 | 4.49 | 6.54 | - | - | - | 3.35 | 10.91 | 6.96 | 5.59 | 5.42 | -0.34 | 0.68 | 0.80 | 1.21 | -11.11 | -14.72 | -14.72 | -14.72 | -0.34 | 0.32 | 0.30 | 0.44 | 4.50 | -11.64 | 5.76 | 12.96 | 0.23 | 1.14 | 0.88 | 1.23 | |
Permanent Portfolio Harry Browne |
4 | 25 | 50 | 25 | -4.97 | 5.14 | 4.41 | 6.53 | - | - | - | 3.95 | 11.92 | 8.03 | 7.07 | 6.47 | -0.42 | 0.64 | 0.62 | 1.01 | -13.69 | -15.92 | -15.92 | -15.92 | -0.36 | 0.32 | 0.28 | 0.41 | 5.83 | -12.53 | 4.21 | 16.10 | 0.33 | 1.13 | 0.73 | 0.94 | |
All Country World 80/20 |
4 | 80 | 20 | 0 | -6.69 | 5.68 | 7.00 | 6.50 | - | - | - | 2.78 | 19.42 | 14.97 | 12.16 | 12.70 | -0.34 | 0.38 | 0.58 | 0.51 | -18.99 | -23.52 | -23.52 | -47.32 | -0.35 | 0.24 | 0.30 | 0.14 | 6.36 | -17.17 | 14.21 | 14.55 | 0.32 | 1.86 | 2.27 | 1.98 | |
Paul Boyer Portfolio Paul Boyer |
5 | 25 | 50 | 25 | -5.97 | 2.92 | 2.87 | 6.49 | - | - | - | 3.27 | 12.79 | 8.20 | 7.39 | 7.42 | -0.47 | 0.36 | 0.39 | 0.87 | -14.86 | -18.04 | -18.04 | -18.04 | -0.40 | 0.16 | 0.16 | 0.36 | 4.97 | -13.57 | 0.51 | 15.04 | 0.16 | 1.15 | 0.90 | 1.04 | |
Lifepath Fund iShares |
6 | 40.4 | 59.6 | 0 | -6.10 | 3.92 | 4.69 | 6.47 | - | - | - | 2.55 | 13.92 | 9.23 | 7.30 | 6.89 | -0.44 | 0.42 | 0.64 | 0.94 | -14.21 | -18.92 | -18.92 | -21.23 | -0.43 | 0.21 | 0.25 | 0.30 | 4.59 | -15.14 | 8.05 | 11.47 | 0.26 | 2.36 | 2.31 | 2.15 | |
Andrew Tobias Portfolio Andrew Tobias |
3 | 66.7 | 33.3 | 0 | -2.81 | 5.22 | 6.01 | 6.46 | - | - | - | 2.51 | 15.31 | 11.74 | 9.60 | 9.91 | -0.18 | 0.44 | 0.63 | 0.65 | -14.77 | -18.85 | -18.85 | -36.42 | -0.19 | 0.28 | 0.32 | 0.18 | 5.85 | -12.58 | 12.14 | 10.55 | 0.20 | 1.61 | 1.80 | 1.64 | |
All Country World Stocks |
1 | 100 | 0 | 0 | -7.03 | 6.87 | 8.25 | 6.43 | - | - | - | 2.85 | 22.17 | 17.87 | 14.61 | 15.58 | -0.32 | 0.38 | 0.56 | 0.41 | -21.21 | -25.52 | -25.52 | -57.06 | -0.33 | 0.27 | 0.32 | 0.11 | 7.19 | -18.01 | 18.27 | 16.61 | 0.33 | 1.78 | 2.13 | 1.91 | |
All Country World 60/40 |
4 | 60 | 40 | 0 | -6.36 | 4.45 | 5.70 | 6.42 | - | - | - | 2.70 | 16.77 | 12.20 | 9.82 | 10.00 | -0.38 | 0.36 | 0.58 | 0.64 | -16.77 | -21.52 | -21.52 | -36.70 | -0.38 | 0.21 | 0.26 | 0.17 | 5.54 | -16.34 | 10.14 | 12.48 | 0.31 | 1.94 | 2.41 | 2.05 | |
Sheltered Sam 40/60 Bill Bernstein |
12 | 38.8 | 60 | 1.2 | -4.43 | 3.95 | 4.18 | 6.34 | - | - | - | 1.18 | 11.07 | 7.93 | 6.35 | 6.40 | -0.40 | 0.50 | 0.66 | 0.99 | -11.41 | -13.86 | -13.86 | -22.05 | -0.39 | 0.28 | 0.30 | 0.29 | 2.76 | -9.58 | 10.41 | 6.86 | 0.24 | 2.67 | 2.12 | 1.48 | |
LifeStrategy Conservative Growth Vanguard |
4 | 40 | 60 | 0 | -5.76 | 3.51 | 4.57 | 6.33 | - | - | - | 2.69 | 13.60 | 8.99 | 7.13 | 6.79 | -0.42 | 0.39 | 0.64 | 0.93 | -13.79 | -18.57 | -18.57 | -21.90 | -0.42 | 0.19 | 0.25 | 0.29 | 4.70 | -14.98 | 6.29 | 10.90 | 0.28 | 1.90 | 2.39 | 2.03 | |
All Country World 40/60 |
4 | 40 | 60 | 0 | -6.04 | 3.16 | 4.35 | 6.19 | - | - | - | 2.63 | 14.24 | 9.62 | 7.66 | 7.54 | -0.42 | 0.33 | 0.57 | 0.82 | -14.54 | -19.52 | -19.52 | -25.16 | -0.42 | 0.16 | 0.22 | 0.25 | 4.71 | -15.50 | 6.07 | 10.42 | 0.30 | 2.02 | 2.55 | 2.13 | |
Stocks/Bonds 20/80 Momentum |
2 | 20 | 80 | 0 | -7.10 | 2.22 | 3.63 | 6.16 | - | - | - | 2.25 | 10.42 | 6.95 | 5.48 | 4.80 | -0.68 | 0.32 | 0.66 | 1.28 | -11.58 | -17.91 | -17.91 | -17.91 | -0.61 | 0.12 | 0.20 | 0.34 | 1.58 | -14.14 | 1.18 | 12.14 | 0.29 | 2.07 | 1.77 | 2.24 | |
Larry Portfolio Larry Swedroe |
4 | 30 | 70 | 0 | -3.88 | 1.60 | 2.74 | 6.12 | - | - | - | 1.20 | 10.56 | 6.60 | 5.35 | 5.50 | -0.37 | 0.24 | 0.51 | 1.11 | -10.21 | -15.96 | -15.96 | -15.96 | -0.38 | 0.10 | 0.17 | 0.38 | 3.01 | -11.20 | 3.41 | 6.44 | 0.25 | 1.50 | 1.20 | 1.29 | |
All Country World 20/80 |
4 | 20 | 80 | 0 | -5.74 | 1.83 | 2.94 | 5.83 | - | - | - | 2.56 | 11.87 | 7.39 | 5.85 | 5.54 | -0.48 | 0.25 | 0.50 | 1.05 | -12.30 | -17.97 | -17.97 | -17.97 | -0.47 | 0.10 | 0.16 | 0.32 | 3.89 | -14.66 | 2.00 | 8.36 | 0.28 | 2.09 | 2.69 | 2.20 | |
Sheltered Sam 30/70 Bill Bernstein |
12 | 29.1 | 70 | 0.9 | -4.02 | 3.39 | 3.39 | 5.79 | - | - | - | 1.41 | 9.55 | 6.42 | 5.15 | 5.16 | -0.42 | 0.53 | 0.66 | 1.12 | -10.07 | -12.55 | -12.55 | -16.58 | -0.40 | 0.27 | 0.27 | 0.35 | 2.64 | -9.07 | 8.27 | 6.68 | 0.21 | 2.77 | 2.07 | 1.38 | |
Gold |
1 | 0 | 0 | 100 | 1.42 | 7.81 | 1.72 | 5.78 | - | - | - | 7.92 | 15.78 | 14.16 | 15.13 | 15.58 | 0.09 | 0.55 | 0.11 | 0.37 | -15.91 | -18.08 | -34.31 | -42.91 | 0.09 | 0.43 | 0.05 | 0.13 | 8.01 | -0.77 | -4.15 | 24.81 | 0.00 | 0.00 | 0.00 | 0.00 | |
Stocks/Bonds 20/80 |
2 | 20 | 80 | 0 | -5.68 | 2.91 | 3.51 | 5.65 | - | - | - | 2.68 | 11.43 | 7.00 | 5.43 | 4.76 | -0.50 | 0.42 | 0.65 | 1.19 | -11.48 | -16.57 | -16.57 | -16.57 | -0.49 | 0.18 | 0.21 | 0.34 | 3.84 | -14.39 | 3.64 | 10.38 | 0.27 | 2.05 | 1.95 | 2.37 | |
Eliminate Fat Tails Larry Swedroe |
4 | 30 | 70 | 0 | -4.33 | 2.25 | 2.67 | 5.65 | - | - | - | 0.78 | 9.32 | 6.88 | 5.70 | 6.35 | -0.46 | 0.33 | 0.47 | 0.89 | -9.88 | -12.62 | -12.62 | -18.42 | -0.44 | 0.18 | 0.21 | 0.31 | 2.61 | -9.61 | 5.40 | 8.18 | 0.28 | 3.01 | 2.12 | 0.99 | |
Developed World ex-US 60/40 |
2 | 60 | 40 | 0 | -3.86 | 2.34 | 4.05 | 5.64 | - | - | - | 2.61 | 17.23 | 11.80 | 9.76 | 10.26 | -0.22 | 0.20 | 0.41 | 0.55 | -17.22 | -22.40 | -22.40 | -37.49 | -0.22 | 0.10 | 0.18 | 0.15 | 6.18 | -14.32 | 6.09 | 7.71 | 0.33 | 1.98 | 3.50 | 1.79 | |
Emerging Markets Stocks |
1 | 100 | 0 | 0 | -10.51 | -1.84 | 1.35 | 5.59 | - | - | - | 3.22 | 24.47 | 19.15 | 17.25 | 23.05 | -0.43 | -0.10 | 0.08 | 0.24 | -23.62 | -36.52 | -36.52 | -60.44 | -0.44 | -0.05 | 0.04 | 0.09 | 4.12 | -20.56 | -3.61 | 17.03 | 0.00 | 1.95 | 1.89 | 1.68 | |
Developed World ex-US 80/20 |
2 | 80 | 20 | 0 | -3.41 | 2.91 | 4.69 | 5.58 | - | - | - | 2.63 | 20.69 | 14.96 | 12.46 | 13.37 | -0.16 | 0.19 | 0.38 | 0.42 | -20.15 | -25.24 | -25.24 | -47.74 | -0.17 | 0.12 | 0.19 | 0.12 | 7.10 | -14.84 | 8.88 | 8.72 | 0.36 | 2.20 | 3.48 | 2.00 | |
Developed World ex-US 40/60 |
2 | 40 | 60 | 0 | -4.31 | 1.71 | 3.33 | 5.55 | - | - | - | 2.59 | 13.97 | 8.89 | 7.26 | 7.44 | -0.31 | 0.19 | 0.46 | 0.75 | -14.31 | -19.57 | -19.57 | -26.17 | -0.30 | 0.09 | 0.17 | 0.21 | 5.25 | -13.80 | 3.30 | 6.69 | 0.31 | 1.75 | 3.51 | 1.58 | |
Dimensional Retirement Income Fund DFA |
7 | 20.4 | 79.6 | 0 | -3.47 | 3.50 | 2.99 | 5.54 | - | - | - | 2.24 | 9.52 | 5.92 | 4.84 | 4.77 | -0.36 | 0.59 | 0.62 | 1.16 | -9.66 | -12.16 | -12.16 | -12.91 | -0.36 | 0.29 | 0.25 | 0.43 | 3.58 | -9.39 | 7.04 | 8.69 | 0.26 | 4.29 | 3.41 | 1.56 | |
LifeStrategy Income Fund Vanguard |
4 | 20 | 80 | 0 | -5.39 | 2.14 | 3.02 | 5.49 | - | - | - | 2.67 | 11.16 | 6.68 | 5.25 | 4.66 | -0.48 | 0.32 | 0.58 | 1.18 | -11.39 | -16.61 | -16.61 | -16.61 | -0.47 | 0.13 | 0.18 | 0.33 | 3.91 | -14.00 | 2.15 | 8.85 | 0.26 | 1.93 | 2.45 | 2.08 | |
Developed World ex-US Stocks |
1 | 100 | 0 | 0 | -2.97 | 3.42 | 5.26 | 5.36 | - | - | - | 2.64 | 24.33 | 18.30 | 15.30 | 16.68 | -0.12 | 0.19 | 0.34 | 0.32 | -23.08 | -28.08 | -28.08 | -57.00 | -0.13 | 0.12 | 0.19 | 0.09 | 8.02 | -15.36 | 11.67 | 9.74 | 0.38 | 2.42 | 3.46 | 2.21 | |
All Country World Bonds |
3 | 0 | 100 | 0 | -5.46 | 0.44 | 1.48 | 5.35 | - | - | - | 2.48 | 9.70 | 5.90 | 4.78 | 4.54 | -0.56 | 0.07 | 0.31 | 1.18 | -10.44 | -17.60 | -17.60 | -17.60 | -0.52 | 0.02 | 0.08 | 0.30 | 3.06 | -13.82 | -2.06 | 6.30 | 0.27 | 2.17 | 2.83 | 2.27 | |
Developed World ex-US 20/80 |
2 | 20 | 80 | 0 | -4.78 | 1.03 | 2.55 | 5.32 | - | - | - | 2.57 | 10.97 | 6.44 | 5.19 | 5.24 | -0.44 | 0.16 | 0.49 | 1.01 | -11.41 | -16.80 | -16.80 | -16.80 | -0.42 | 0.06 | 0.15 | 0.32 | 4.33 | -13.28 | 0.51 | 5.67 | 0.28 | 1.53 | 3.53 | 1.37 | |
US Inflation Protection |
1 | 0 | 100 | 0 | -7.14 | 2.58 | 1.24 | 5.30 | - | - | - | 2.86 | 10.49 | 6.10 | 5.42 | 6.07 | -0.68 | 0.42 | 0.23 | 0.87 | -12.03 | -14.74 | -14.74 | -14.74 | -0.59 | 0.18 | 0.08 | 0.36 | 3.58 | -13.10 | 5.67 | 10.84 | 0.00 | 5.89 | 4.41 | 1.29 | |
Edge Select Conservative Merrill Lynch |
12 | 21 | 79 | 0 | -2.86 | 2.65 | 3.16 | 5.22 | - | - | - | 2.05 | 9.19 | 5.64 | 4.46 | 4.18 | -0.31 | 0.47 | 0.71 | 1.25 | -8.84 | -12.44 | -12.44 | -12.44 | -0.32 | 0.21 | 0.25 | 0.42 | 3.20 | -9.59 | 3.46 | 6.74 | 0.42 | 1.77 | 1.51 | 1.56 | |
Sheltered Sam 20/80 Bill Bernstein |
12 | 19.4 | 80 | 0.6 | -3.61 | 2.82 | 2.59 | 5.22 | - | - | - | 1.65 | 8.10 | 5.03 | 4.06 | 4.10 | -0.45 | 0.56 | 0.64 | 1.27 | -8.73 | -11.24 | -11.24 | -11.24 | -0.41 | 0.25 | 0.23 | 0.46 | 2.53 | -8.57 | 6.12 | 6.51 | 0.18 | 2.88 | 2.02 | 1.29 | |
Robo Advisor 20 Betterment |
12 | 19.9 | 80.1 | 0 | -2.69 | 1.96 | 2.47 | 5.15 | - | - | - | 1.88 | 7.98 | 5.05 | 4.04 | 4.14 | -0.34 | 0.39 | 0.61 | 1.25 | -8.14 | -12.16 | -12.16 | -12.16 | -0.33 | 0.16 | 0.20 | 0.42 | 2.76 | -9.10 | 2.61 | 6.01 | 0.24 | 1.78 | 1.60 | 1.58 | |
Total Bond Developed World ex-US |
1 | 0 | 100 | 0 | -5.25 | 0.29 | 1.69 | 4.95 | - | - | - | 2.56 | 8.38 | 5.02 | 4.14 | 4.56 | -0.63 | 0.06 | 0.41 | 1.08 | -8.52 | -14.88 | -14.88 | -14.88 | -0.62 | 0.02 | 0.11 | 0.33 | 3.40 | -12.76 | -2.28 | 4.65 | 0.26 | 1.31 | 3.55 | 1.16 | |
10-year Treasury |
1 | 0 | 100 | 0 | -5.87 | 0.84 | 0.96 | 4.92 | - | - | - | 3.72 | 10.85 | 7.14 | 6.31 | 6.77 | -0.54 | 0.12 | 0.15 | 0.73 | -11.25 | -21.22 | -21.22 | -21.22 | -0.52 | 0.04 | 0.05 | 0.23 | 3.92 | -15.19 | -3.33 | 10.01 | 0.43 | 1.61 | 0.80 | 1.18 | |
Sheltered Sam 10/90 Bill Bernstein |
12 | 9.7 | 90 | 0.3 | -3.21 | 2.24 | 1.77 | 4.62 | - | - | - | 1.89 | 6.75 | 3.87 | 3.18 | 3.38 | -0.48 | 0.58 | 0.56 | 1.37 | -7.39 | -9.93 | -9.93 | -9.93 | -0.43 | 0.23 | 0.18 | 0.46 | 2.41 | -8.07 | 3.98 | 6.33 | 0.15 | 2.99 | 1.97 | 1.19 | |
Conservative Income Charles Schwab |
6 | 5 | 95 | 0 | -4.04 | 1.77 | 1.62 | 4.42 | - | - | - | 1.84 | 7.60 | 4.55 | 3.81 | 3.56 | -0.53 | 0.39 | 0.42 | 1.24 | -8.04 | -11.50 | -11.50 | -11.50 | -0.50 | 0.15 | 0.14 | 0.38 | 2.58 | -9.97 | 2.43 | 5.45 | 0.36 | 2.82 | 2.26 | 1.91 | |
Total Bond US |
1 | 0 | 100 | 0 | -4.95 | 0.89 | 1.31 | 4.33 | - | - | - | 2.68 | 9.51 | 5.66 | 4.58 | 4.10 | -0.52 | 0.16 | 0.29 | 1.06 | -10.26 | -17.28 | -17.28 | -17.28 | -0.48 | 0.05 | 0.08 | 0.25 | 3.01 | -13.11 | -1.86 | 7.71 | 0.23 | 2.23 | 2.06 | 2.53 | |
Robo Advisor 10 Betterment |
12 | 9.9 | 90.1 | 0 | -1.34 | 1.50 | 1.61 | 4.17 | - | - | - | 1.80 | 5.33 | 3.08 | 2.43 | 2.54 | -0.25 | 0.49 | 0.66 | 1.64 | -5.20 | -8.91 | -8.91 | -8.91 | -0.26 | 0.17 | 0.18 | 0.47 | 2.15 | -6.66 | 0.88 | 4.71 | 0.23 | 1.52 | 1.05 | 1.36 | |
Sheltered Sam 0/100 Bill Bernstein |
2 | 0 | 100 | 0 | -2.80 | 1.65 | 0.93 | 3.99 | - | - | - | 2.14 | 5.56 | 3.19 | 2.73 | 3.22 | -0.50 | 0.52 | 0.34 | 1.24 | -6.05 | -8.61 | -8.61 | -8.61 | -0.46 | 0.19 | 0.11 | 0.46 | 2.29 | -7.57 | 1.84 | 6.16 | 0.12 | 3.10 | 1.92 | 1.09 | |
Robo Advisor 0 Betterment |
2 | 0 | 100 | 0 | -0.05 | 1.01 | 0.74 | 3.15 | - | - | - | 1.70 | 3.08 | 1.92 | 1.48 | 1.82 | -0.02 | 0.53 | 0.50 | 1.73 | -2.49 | -5.86 | -5.86 | -5.86 | -0.02 | 0.17 | 0.13 | 0.54 | 1.53 | -4.20 | -0.79 | 3.37 | 0.23 | 1.27 | 0.49 | 1.14 | |
Short Term Treasury |
1 | 0 | 100 | 0 | -0.01 | 0.93 | 0.66 | 3.05 | - | - | - | 1.65 | 2.83 | 1.81 | 1.38 | 1.81 | 0.00 | 0.52 | 0.48 | 1.68 | -2.30 | -5.36 | -5.36 | -5.36 | 0.00 | 0.17 | 0.12 | 0.57 | 1.42 | -3.88 | -0.72 | 3.03 | 0.20 | 1.24 | 0.26 | 0.96 |
Returns and KPIs are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2023.
Waiting for updates, inflation of Mar 2023 is set to 0%.
Current inflation (annualized) is
1Y: 4.64%
, 5Y: 3.81%
, 10Y: 2.60%
, 30Y: 2.50%
Portfolio returns are updated to 31 March 2023.
Portfolio returns are updated to 31 March 2023.
Live Apr 2023 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 March 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 March 2023.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 March 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 March 2023.
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2023.
Waiting for updates, inflation of Mar 2023 is set to 0%.
2023: 1.36%, 2022: 6.45%, 2021: 7.04%, 2020: 1.36%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Mar 31, 2023 |
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) | Apr 2023 | Mar 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 | -7.03 | 20.73 | 12.14 | - | - | - | 0.40 | 24.96 | 19.51 | 19.19 | -0.28 | 1.06 | 0.63 | -18.39 | -20.07 | -21.00 | -0.38 | 1.03 | 0.58 | 7.90 | -15.62 | 27.80 | 19.47 | 0.00 | 0.44 | 0.00 | 0.00 | |
US Stocks Equal Weight |
1 | 100 | 0 | 0 | -6.55 | 21.83 | 9.77 | - | - | - | -0.86 | 22.97 | 19.47 | 20.22 | -0.29 | 1.12 | 0.48 | -18.50 | -20.69 | -26.65 | -0.35 | 1.06 | 0.37 | 2.89 | -11.62 | 29.41 | 12.71 | 0.49 | 1.59 | 1.64 | 1.83 | |
Stocks/Bonds 60/40 2x Leveraged |
2 | 60 | 40 | 0 | -19.96 | 10.76 | 9.04 | - | - | - | 6.67 | 33.22 | 25.16 | 22.98 | -0.60 | 0.43 | 0.39 | -31.88 | -39.53 | -39.53 | -0.63 | 0.27 | 0.23 | 10.08 | -35.46 | 33.12 | 20.45 | 0.17 | 0.31 | 0.18 | 0.40 | |
US Stocks ESG |
1 | 100 | 0 | 0 | -10.29 | 17.46 | 8.96 | - | - | - | 3.43 | 23.43 | 19.97 | 19.16 | -0.44 | 0.87 | 0.47 | -21.89 | -27.79 | -27.79 | -0.47 | 0.63 | 0.32 | 9.19 | -24.04 | 26.20 | 25.67 | 0.29 | 1.07 | 0.85 | 1.38 | |
Stocks/Bonds 60/40 with Bitcoin |
3 | 59 | 39 | 2 | -7.16 | 11.74 | 8.18 | -0.01 |
09:58PM Apr 01 2023 |
-0.01 | 3.25 | 17.23 | 14.15 | 13.12 | -0.42 | 0.83 | 0.62 | -16.88 | -21.45 | -21.45 | -0.42 | 0.55 | 0.38 | 6.87 | -17.90 | 15.60 | 21.52 | 0.33 | 1.65 | 1.69 | 2.00 | |
All Weather Portfolio 2x Leveraged Ray Dalio |
5 | 37.5 | 55 | 7.5 | -17.49 | 2.45 | 7.05 | - | - | - | 7.68 | 34.20 | 23.31 | 19.94 | -0.51 | 0.11 | 0.35 | -32.14 | -36.33 | -36.33 | -0.54 | 0.07 | 0.19 | 9.95 | -29.60 | 19.72 | 19.68 | 0.29 | 0.42 | 0.32 | 0.37 | |
Golden Butterfly with Bitcoin |
6 | 40 | 40 | 20 | -6.08 | 8.70 | 6.75 | -0.01 |
09:58PM Apr 01 2023 |
-0.01 | 2.44 | 14.77 | 11.57 | 10.41 | -0.41 | 0.75 | 0.65 | -16.18 | -18.74 | -18.74 | -0.38 | 0.46 | 0.36 | 6.62 | -14.60 | 10.61 | 19.54 | 0.24 | 1.13 | 1.03 | 1.09 | |
Permanent Portfolio with Bitcoin Harry Browne |
5 | 25 | 50 | 25 | -5.05 | 5.47 | 6.53 | -0.01 |
09:58PM Apr 01 2023 |
-0.01 | 4.40 | 12.60 | 10.09 | 8.72 | -0.40 | 0.54 | 0.75 | -14.55 | -16.88 | -16.88 | -0.35 | 0.32 | 0.39 | 7.13 | -13.79 | 5.47 | 21.71 | 0.33 | 1.13 | 0.73 | 0.94 | |
Talmud Portfolio 2x Leveraged Roger Gibson |
3 | 66.7 | 33.3 | 0 | -26.98 | 8.45 | 6.52 | - | - | - | 2.69 | 34.52 | 27.10 | 25.22 | -0.78 | 0.31 | 0.26 | -34.68 | -42.70 | -42.70 | -0.78 | 0.20 | 0.15 | 6.06 | -39.60 | 46.68 | 4.10 | 0.14 | 0.42 | 0.24 | 0.51 | |
Stocks/Bonds 40/60 with Bitcoin |
3 | 39 | 59 | 2 | -6.36 | 7.56 | 6.31 | -0.01 |
09:58PM Apr 01 2023 |
-0.01 | 3.25 | 14.45 | 11.45 | 10.21 | -0.44 | 0.66 | 0.62 | -14.62 | -19.39 | -19.39 | -0.44 | 0.39 | 0.33 | 6.03 | -16.62 | 10.09 | 18.86 | 0.30 | 1.83 | 1.80 | 2.16 | |
Simplified Permanent Portfolio 2x Leveraged |
3 | 25 | 50 | 25 | -14.31 | 2.05 | 6.26 | - | - | - | 8.81 | 25.35 | 18.72 | 15.94 | -0.56 | 0.11 | 0.39 | -27.42 | -31.96 | -31.96 | -0.52 | 0.06 | 0.20 | 9.64 | -26.74 | 8.10 | 24.56 | 0.22 | 0.24 | 0.14 | 0.38 | |
Ark Tech Portfolio Cathie Wood |
4 | 100 | 0 | 0 | -33.11 | 5.00 | 6.23 | - | - | - | 2.52 | 41.17 | 39.84 | 35.66 | -0.80 | 0.13 | 0.17 | -46.20 | -69.47 | -69.47 | -0.72 | 0.07 | 0.09 | 24.34 | -58.78 | -18.06 | 149.52 | 0.00 | 0.00 | 1.03 | 2.88 | |
Desert Portfolio with Bitcoin Gyroscopic Investing |
4 | 30 | 60 | 10 | -3.79 | 6.20 | 6.12 | -0.01 |
09:58PM Apr 01 2023 |
-0.01 | 3.81 | 11.63 | 9.05 | 7.83 | -0.33 | 0.69 | 0.78 | -11.98 | -15.73 | -15.73 | -0.32 | 0.39 | 0.39 | 5.80 | -12.90 | 7.03 | 18.57 | 0.23 | 1.14 | 0.88 | 1.23 | |
Stocks/Bonds 60/40 ESG |
2 | 60 | 40 | 0 | -7.85 | 8.88 | 6.11 | - | - | - | 3.14 | 16.90 | 13.53 | 12.33 | -0.46 | 0.66 | 0.50 | -16.74 | -22.44 | -22.44 | -0.47 | 0.40 | 0.27 | 6.76 | -19.58 | 14.84 | 18.27 | 0.35 | 1.62 | 1.30 | 1.76 | |
Stocks/Bonds 40/60 2x Leveraged |
2 | 40 | 60 | 0 | -18.41 | 2.36 | 6.01 | - | - | - | 6.69 | 28.35 | 20.24 | 17.43 | -0.65 | 0.12 | 0.35 | -28.03 | -36.46 | -36.46 | -0.66 | 0.06 | 0.16 | 8.66 | -33.70 | 19.46 | 19.91 | 0.26 | 0.32 | 0.18 | 0.47 | |
All Weather Portfolio with Bitcoin Ray Dalio |
6 | 30 | 55 | 15 | -10.13 | 3.96 | 5.85 | -0.01 |
09:58PM Apr 01 2023 |
-0.01 | 4.26 | 15.56 | 11.70 | 10.05 | -0.65 | 0.34 | 0.58 | -18.01 | -21.57 | -21.57 | -0.56 | 0.18 | 0.27 | 7.02 | -19.54 | 8.91 | 20.78 | 0.25 | 1.31 | 1.13 | 1.40 | |
Golden Butterfly 2x Leveraged |
4 | 40 | 40 | 20 | -16.56 | 6.35 | 5.72 | - | - | - | 4.30 | 27.43 | 20.14 | 18.32 | -0.60 | 0.32 | 0.31 | -29.19 | -34.50 | -34.50 | -0.57 | 0.18 | 0.17 | 8.13 | -28.62 | 16.84 | 19.29 | 0.17 | 0.25 | 0.11 | 0.31 | |
Desert Portfolio 2x Leveraged Gyroscopic Investing |
3 | 30 | 60 | 10 | -16.44 | 0.71 | 5.50 | - | - | - | 7.53 | 25.97 | 18.37 | 15.59 | -0.63 | 0.04 | 0.35 | -27.02 | -34.04 | -34.04 | -0.61 | 0.02 | 0.16 | 8.77 | -30.56 | 12.18 | 21.66 | 0.26 | 0.29 | 0.17 | 0.45 | |
Stocks/Bonds 40/60 ESG |
2 | 40 | 60 | 0 | -6.72 | 4.75 | 4.49 | - | - | - | 2.99 | 14.02 | 10.62 | 9.27 | -0.48 | 0.45 | 0.48 | -14.20 | -19.76 | -19.76 | -0.47 | 0.24 | 0.23 | 5.55 | -17.35 | 9.16 | 14.57 | 0.39 | 1.89 | 1.53 | 1.96 | |
Developed World ex-US Stocks Momentum |
1 | 100 | 0 | 0 | -6.46 | 10.19 | 3.86 | - | - | - | 2.18 | 21.02 | 16.84 | 15.99 | -0.31 | 0.61 | 0.24 | -23.13 | -28.57 | -28.57 | -0.28 | 0.36 | 0.14 | 4.83 | -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 | -5.96 | 4.95 | 2.64 | - | - | - | 2.33 | 15.11 | 11.49 | 10.61 | -0.39 | 0.43 | 0.25 | -17.21 | -22.23 | -22.23 | -0.35 | 0.22 | 0.12 | 4.26 | -15.18 | 3.05 | 15.15 | 0.10 | 1.84 | 4.73 | 1.17 | |
Developed World ex-US 40/60 Momentum |
2 | 40 | 60 | 0 | -5.72 | 2.42 | 1.92 | - | - | - | 2.40 | 12.52 | 9.08 | 8.19 | -0.46 | 0.27 | 0.23 | -14.29 | -19.40 | -19.40 | -0.40 | 0.12 | 0.10 | 3.97 | -14.37 | 1.27 | 11.65 | 0.16 | 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