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
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.
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
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.

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.

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.
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% Allocation
Ann. Return (%) - Mar 31, 2023
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
YTD(%)
Yearly Returns (%)
Dividend Yield (%)
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
Returns refer to investiments in US Dollars.
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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.
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
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.

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.

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.
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% Allocation
Ann. Return (%) - Mar 31, 2023
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
YTD(%)
Yearly Returns (%)
Dividend Yield (%)
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
Returns refer to investiments in US Dollars.
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