|
Technology
|
1
|
100 |
0 |
0 |
+53.51
|
+26.18
|
+19.66
|
23.41
|
16.86
|
15.55
|
2.29 |
1.55 |
1.26 |
-8.64
|
-16.96
|
-16.96
|
6.19 |
12.96 |
29.59 |
+0.13
|
+48.40
|
+38.96
|
-0.12
|
+32.66
|
+7.10
|
0.00
|
0.64
|
1.03
|
0.91
|
1.10
|
1.13
|
|
US Stocks
|
1
|
100 |
0 |
0 |
+35.31
|
+17.46
|
+13.44
|
24.03
|
15.51
|
14.04
|
1.47 |
1.13 |
0.96 |
-13.91
|
-20.84
|
-20.84
|
2.54 |
5.93 |
12.13 |
+2.79
|
+21.03
|
+30.67
|
-5.21
|
+21.21
|
+12.83
|
0.00
|
1.71
|
2.29
|
1.91
|
2.05
|
2.14
|
|
Warren Buffett
|
2
|
90 |
10 |
0 |
+30.09
|
+15.83
|
+12.36
|
20.50
|
13.42
|
12.21
|
1.47 |
1.18 |
1.01 |
-11.06
|
-17.49
|
-17.49
|
2.72 |
6.20 |
12.62 |
+1.55
|
+19.19
|
+28.46
|
-3.84
|
+19.83
|
+10.69
|
0.00
|
1.67
|
2.33
|
1.95
|
2.00
|
2.03
|
|
Stocks/Bonds 80/20
|
2
|
80 |
20 |
0 |
+27.73
|
+14.67
|
+11.54
|
19.41
|
12.43
|
11.20
|
1.43 |
1.18 |
1.03 |
-11.17
|
-16.53
|
-16.53
|
2.48 |
5.95 |
11.98 |
+1.76
|
+18.36
|
+26.30
|
-4.19
|
+17.68
|
+10.77
|
0.03
|
1.87
|
2.41
|
2.08
|
2.16
|
2.22
|
|
Simple Path to Wealth JL Collins |
2
|
75 |
25 |
0 |
+25.91
|
+13.97
|
+11.06
|
18.29
|
11.67
|
10.50
|
1.42 |
1.20 |
1.05 |
-10.50
|
-15.47
|
-15.47
|
2.47 |
5.97 |
11.98 |
+1.50
|
+17.70
|
+25.21
|
-3.94
|
+16.80
|
+10.25
|
0.04
|
1.92
|
2.45
|
2.13
|
2.19
|
2.24
|
|
Second Grader's Starter Paul Farrell |
3
|
90 |
10 |
0 |
+28.80
|
+14.34
|
+10.03
|
20.94
|
13.37
|
12.58
|
1.38 |
1.07 |
0.80 |
-12.87
|
-19.32
|
-19.32
|
2.24 |
4.94 |
8.28 |
+2.18
|
+16.72
|
+25.83
|
-7.40
|
+21.30
|
+9.42
|
0.02
|
1.94
|
2.78
|
2.25
|
2.49
|
2.45
|
|
Edge Select Aggressive Merrill Lynch |
12
|
84 |
16 |
0 |
+28.74
|
+14.30
|
+9.72
|
19.40
|
12.61
|
11.96
|
1.48 |
1.13 |
0.81 |
-11.80
|
-17.65
|
-17.65
|
2.44 |
5.39 |
8.67 |
+2.20
|
+17.62
|
+24.61
|
-6.88
|
+21.70
|
+9.21
|
0.02
|
1.73
|
2.60
|
2.10
|
2.29
|
2.23
|
|
Stocks/Bonds 60/40
|
2
|
60 |
40 |
0 |
+20.59
|
+11.88
|
+9.59
|
15.03
|
9.46
|
8.45
|
1.37 |
1.26 |
1.14 |
-8.55
|
-12.29
|
-12.29
|
2.41 |
6.13 |
12.19 |
+0.72
|
+15.70
|
+21.94
|
-3.17
|
+14.15
|
+8.71
|
0.06
|
2.04
|
2.54
|
2.25
|
2.27
|
2.30
|
|
Robo Advisor 100 Betterment |
6
|
100 |
0 |
0 |
+30.21
|
+14.00
|
+9.29
|
23.76
|
15.24
|
14.37
|
1.27 |
0.92 |
0.65 |
-15.74
|
-24.46
|
-24.46
|
1.92 |
3.78 |
5.85 |
+4.25
|
+11.97
|
+25.11
|
-10.01
|
+23.03
|
+11.85
|
0.00
|
1.94
|
2.92
|
2.22
|
2.45
|
2.43
|
|
Core Four Rick Ferri |
4
|
80 |
20 |
0 |
+23.24
|
+12.51
|
+9.20
|
18.79
|
11.75
|
10.98
|
1.24 |
1.06 |
0.84 |
-11.88
|
-17.12
|
-17.12
|
1.96 |
4.69 |
8.24 |
+1.73
|
+13.93
|
+24.04
|
-6.41
|
+17.86
|
+8.53
|
0.03
|
2.14
|
2.91
|
2.48
|
2.65
|
2.67
|
|
Four Funds Bogleheads |
4
|
80 |
20 |
0 |
+25.64
|
+13.01
|
+9.09
|
18.74
|
11.92
|
11.26
|
1.37 |
1.09 |
0.81 |
-11.54
|
-17.10
|
-17.10
|
2.22 |
4.93 |
8.11 |
+1.76
|
+15.71
|
+23.60
|
-7.02
|
+19.47
|
+8.61
|
0.02
|
1.89
|
2.73
|
2.32
|
2.50
|
2.39
|
|
Three Funds Bogleheads |
3
|
80 |
20 |
0 |
+25.10
|
+12.95
|
+9.07
|
18.66
|
11.85
|
11.18
|
1.35 |
1.09 |
0.81 |
-11.50
|
-17.02
|
-17.02
|
2.18 |
4.93 |
8.13 |
+1.66
|
+15.39
|
+23.65
|
-6.89
|
+19.54
|
+8.39
|
0.03
|
2.02
|
2.84
|
2.33
|
2.54
|
2.49
|
|
Robo Advisor 90 Betterment |
11
|
90.1 |
9.9 |
0 |
+27.65
|
+13.20
|
+8.91
|
21.97
|
13.98
|
13.12
|
1.26 |
0.94 |
0.68 |
-14.69
|
-22.45
|
-22.45
|
1.88 |
3.83 |
6.00 |
+3.63
|
+11.97
|
+23.64
|
-9.31
|
+21.58
|
+11.40
|
0.01
|
1.95
|
2.95
|
2.30
|
2.55
|
2.45
|
|
Edge Select Moderately Aggressive Merrill Lynch |
12
|
69 |
31 |
0 |
+23.63
|
+12.58
|
+8.84
|
16.36
|
10.56
|
9.99
|
1.44 |
1.19 |
0.88 |
-9.85
|
-14.28
|
-14.28
|
2.40 |
5.66 |
9.33 |
+1.31
|
+16.02
|
+22.30
|
-5.68
|
+18.60
|
+8.18
|
0.05
|
1.86
|
2.71
|
2.26
|
2.36
|
2.35
|
|
Family Taxable Portfolio Ted Aronson |
11
|
70 |
30 |
0 |
+24.64
|
+12.10
|
+8.71
|
16.71
|
10.92
|
10.03
|
1.47 |
1.11 |
0.87 |
-10.59
|
-15.49
|
-15.49
|
2.33 |
4.97 |
8.42 |
+2.80
|
+14.59
|
+19.91
|
-7.55
|
+18.03
|
+11.10
|
0.03
|
1.80
|
2.63
|
2.30
|
2.43
|
2.30
|
|
Yale Endowment David Swensen |
6
|
70 |
30 |
0 |
+15.90
|
+10.34
|
+8.70
|
15.56
|
9.91
|
9.19
|
1.02 |
1.04 |
0.95 |
-9.70
|
-13.19
|
-13.19
|
1.64 |
4.82 |
9.88 |
+0.40
|
+12.03
|
+22.65
|
-6.20
|
+14.99
|
+7.39
|
0.02
|
2.12
|
2.91
|
2.73
|
2.83
|
2.84
|
|
Couch Potato Scott Burns |
2
|
50 |
50 |
0 |
+19.70
|
+10.78
|
+8.65
|
13.36
|
8.38
|
7.57
|
1.47 |
1.29 |
1.14 |
-7.49
|
-10.72
|
-10.72
|
2.63 |
6.23 |
12.06 |
+0.68
|
+15.93
|
+19.51
|
-3.32
|
+12.07
|
+8.75
|
0.00
|
1.50
|
2.09
|
2.27
|
2.08
|
1.84
|
|
Late Thirties to Early Forties Burton Malkiel |
8
|
85 |
15 |
0 |
+23.20
|
+12.58
|
+8.64
|
19.88
|
12.58
|
11.94
|
1.17 |
1.00 |
0.72 |
-13.24
|
-19.37
|
-19.37
|
1.75 |
4.18 |
6.66 |
+1.56
|
+12.75
|
+24.10
|
-7.61
|
+20.64
|
+8.99
|
0.03
|
2.11
|
3.05
|
2.54
|
2.69
|
2.70
|
|
Mid-Twenties Burton Malkiel |
8
|
87 |
13 |
0 |
+24.09
|
+12.77
|
+8.61
|
20.22
|
12.84
|
12.24
|
1.19 |
0.99 |
0.70 |
-13.46
|
-19.80
|
-19.80
|
1.79 |
4.16 |
6.49 |
+1.82
|
+12.95
|
+24.15
|
-7.95
|
+21.11
|
+8.95
|
0.02
|
2.07
|
3.04
|
2.50
|
2.67
|
2.66
|
|
Ultimate Buy and Hold Strategy Paul Merriman |
10
|
100 |
0 |
0 |
+26.82
|
+12.29
|
+8.58
|
25.77
|
15.94
|
14.67
|
1.04 |
0.77 |
0.58 |
-18.27
|
-27.54
|
-27.54
|
1.47 |
2.85 |
4.64 |
+5.67
|
+6.40
|
+23.62
|
-11.86
|
+21.78
|
+12.36
|
0.00
|
2.06
|
3.37
|
2.53
|
2.89
|
2.80
|
|
Talmud Portfolio Roger Gibson |
3
|
66.7 |
33.3 |
0 |
+13.29
|
+9.49
|
+8.58
|
16.39
|
10.21
|
9.42
|
0.81 |
0.93 |
0.91 |
-11.23
|
-15.15
|
-15.15
|
1.18 |
3.78 |
8.43 |
+1.29
|
+8.02
|
+22.79
|
-3.78
|
+9.90
|
+7.99
|
0.05
|
2.63
|
3.16
|
3.00
|
2.99
|
3.25
|
|
Mid-Fifties Burton Malkiel |
8
|
80 |
20 |
0 |
+20.70
|
+11.92
|
+8.49
|
19.29
|
12.04
|
11.35
|
1.07 |
0.99 |
0.75 |
-13.05
|
-18.64
|
-18.64
|
1.59 |
4.06 |
6.75 |
+1.11
|
+11.71
|
+23.79
|
-7.10
|
+19.19
|
+8.92
|
0.04
|
2.23
|
3.16
|
2.70
|
2.82
|
2.87
|
|
Robo Advisor 80 Betterment |
10
|
80 |
20 |
0 |
+24.28
|
+12.17
|
+8.41
|
19.90
|
12.55
|
11.76
|
1.22 |
0.97 |
0.72 |
-13.43
|
-20.17
|
-20.17
|
1.81 |
3.85 |
6.16 |
+2.90
|
+11.38
|
+22.05
|
-8.34
|
+19.74
|
+10.63
|
0.03
|
1.98
|
3.02
|
2.42
|
2.60
|
2.49
|
|
No Brainer Portfolio Bill Bernstein |
4
|
75 |
25 |
0 |
+26.04
|
+11.97
|
+8.37
|
18.12
|
11.85
|
11.02
|
1.44 |
1.01 |
0.76 |
-11.75
|
-18.24
|
-18.24
|
2.22 |
4.17 |
6.77 |
+4.63
|
+11.61
|
+19.82
|
-6.41
|
+15.70
|
+11.03
|
0.01
|
1.53
|
2.49
|
1.97
|
1.94
|
1.87
|
|
Late Sixties and Beyond Burton Malkiel |
8
|
71 |
29 |
0 |
+16.95
|
+10.71
|
+8.06
|
17.60
|
10.86
|
10.14
|
0.96 |
0.99 |
0.79 |
-12.08
|
-16.82
|
-16.82
|
1.40 |
3.95 |
6.96 |
+0.56
|
+10.03
|
+22.55
|
-5.90
|
+16.49
|
+8.48
|
0.05
|
2.27
|
3.19
|
2.81
|
2.83
|
2.91
|
|
Coffee House Bill Schultheis |
7
|
60 |
40 |
0 |
+16.96
|
+9.60
|
+7.87
|
15.91
|
9.81
|
8.77
|
1.07 |
0.98 |
0.90 |
-10.92
|
-15.36
|
-15.36
|
1.55 |
3.79 |
7.38 |
+3.43
|
+7.45
|
+18.99
|
-5.19
|
+11.02
|
+11.04
|
0.06
|
2.25
|
2.89
|
2.56
|
2.57
|
2.64
|
|
Lazy Portfolio David Swensen |
6
|
70 |
30 |
0 |
+17.74
|
+10.26
|
+7.85
|
15.93
|
10.04
|
9.57
|
1.11 |
1.02 |
0.82 |
-10.61
|
-14.65
|
-14.65
|
1.67 |
4.30 |
7.71 |
+1.68
|
+10.56
|
+21.27
|
-5.67
|
+13.94
|
+7.74
|
0.01
|
2.03
|
2.85
|
2.63
|
2.65
|
2.65
|
|
Edge Select Moderate Merrill Lynch |
12
|
53 |
47 |
0 |
+18.42
|
+10.61
|
+7.78
|
13.20
|
8.42
|
7.93
|
1.40 |
1.26 |
0.98 |
-7.93
|
-10.96
|
-10.96
|
2.32 |
5.98 |
10.18 |
+0.65
|
+13.88
|
+19.44
|
-4.47
|
+15.00
|
+7.31
|
0.07
|
1.93
|
2.80
|
2.40
|
2.39
|
2.40
|
|
Margaritaville Scott Burns |
3
|
67 |
33 |
0 |
+21.91
|
+11.17
|
+7.61
|
16.00
|
10.13
|
9.74
|
1.37 |
1.10 |
0.78 |
-9.94
|
-14.40
|
-14.40
|
2.20 |
4.85 |
7.51 |
+1.29
|
+14.40
|
+20.39
|
-6.92
|
+17.22
|
+7.53
|
0.00
|
1.73
|
2.62
|
2.42
|
2.49
|
2.24
|
|
Stocks/Bonds 40/60
|
2
|
40 |
60 |
0 |
+13.83
|
+9.10
|
+7.59
|
10.93
|
6.67
|
5.87
|
1.26 |
1.37 |
1.29 |
-6.07
|
-8.09
|
-8.09
|
2.28 |
6.74 |
13.34 |
-0.32
|
+13.04
|
+17.57
|
-2.15
|
+10.63
|
+6.64
|
0.10
|
2.20
|
2.66
|
2.43
|
2.38
|
2.38
|
|
Golden Butterfly
|
5
|
40 |
40 |
20 |
+15.26
|
+9.04
|
+7.58
|
10.65
|
7.19
|
6.79
|
1.43 |
1.26 |
1.12 |
-5.26
|
-7.15
|
-7.15
|
2.90 |
7.57 |
15.05 |
+0.41
|
+13.93
|
+18.03
|
-4.03
|
+10.96
|
+10.82
|
0.03
|
1.09
|
1.81
|
1.54
|
1.44
|
1.41
|
|
Dimensional 2030 Retirement Income DFA |
8
|
55.9 |
44.1 |
0 |
+18.98
|
+10.31
|
+7.52
|
13.60
|
8.60
|
8.12
|
1.40 |
1.20 |
0.93 |
-8.17
|
-11.59
|
-11.59
|
2.32 |
5.47 |
9.19 |
+0.68
|
+13.87
|
+18.74
|
-4.97
|
+14.85
|
+7.26
|
0.01
|
1.63
|
2.52
|
2.36
|
2.31
|
2.04
|
|
Gone Fishin' Portfolio Alexander Green |
10
|
65 |
30 |
5 |
+22.65
|
+11.26
|
+7.43
|
17.68
|
11.04
|
10.55
|
1.28 |
1.02 |
0.70 |
-12.01
|
-17.17
|
-17.17
|
1.89 |
4.10 |
6.10 |
+2.74
|
+12.37
|
+19.76
|
-7.32
|
+16.62
|
+10.50
|
0.05
|
2.16
|
2.90
|
2.56
|
2.64
|
2.61
|
|
Robust Alpha Architect |
8
|
70 |
20 |
10 |
+21.90
|
+10.45
|
+7.43
|
19.28
|
11.84
|
10.74
|
1.14 |
0.88 |
0.69 |
-13.41
|
-19.46
|
-19.46
|
1.63 |
3.31 |
5.38 |
+3.51
|
+9.55
|
+22.11
|
-7.40
|
+14.23
|
+7.34
|
0.01
|
1.27
|
2.02
|
1.68
|
1.74
|
1.86
|
|
Coward's Portfolio Bill Bernstein |
10
|
60 |
40 |
0 |
+18.25
|
+9.79
|
+7.37
|
15.01
|
9.57
|
8.75
|
1.22 |
1.02 |
0.84 |
-10.06
|
-15.14
|
-15.14
|
1.81 |
3.93 |
6.84 |
+3.20
|
+8.12
|
+18.34
|
-5.49
|
+12.63
|
+10.13
|
0.03
|
1.81
|
2.75
|
2.27
|
2.14
|
2.13
|
|
All Weather Portfolio Ray Dalio |
5
|
30 |
55 |
15 |
+8.43
|
+7.95
|
+7.33
|
8.43
|
6.38
|
5.91
|
1.00 |
1.25 |
1.24 |
-3.74
|
-6.47
|
-6.93
|
2.25 |
7.20 |
14.84 |
-2.56
|
+14.68
|
+18.22
|
-3.19
|
+11.47
|
+5.86
|
0.05
|
1.40
|
2.03
|
1.89
|
1.89
|
1.88
|
|
Sandwich Portfolio Bob Clyatt |
8
|
55 |
45 |
0 |
+16.96
|
+9.12
|
+6.94
|
11.68
|
7.73
|
7.37
|
1.45 |
1.18 |
0.94 |
-7.24
|
-10.74
|
-10.74
|
2.34 |
5.10 |
8.90 |
+1.76
|
+10.59
|
+16.81
|
-4.77
|
+13.38
|
+6.63
|
0.03
|
1.53
|
2.61
|
2.10
|
2.06
|
1.95
|
|
Dynamic 60/40 Income
|
5
|
60 |
40 |
0 |
+10.82
|
+7.74
|
+6.85
|
14.75
|
8.61
|
7.99
|
0.73 |
0.90 |
0.86 |
-10.61
|
-14.25
|
-14.25
|
1.02 |
3.17 |
6.59 |
+0.60
|
+6.26
|
+18.59
|
-3.28
|
+8.11
|
+7.39
|
0.16
|
3.17
|
4.05
|
3.81
|
3.70
|
3.90
|
|
Robo Advisor 50 Betterment |
10
|
49.9 |
50.1 |
0 |
+14.59
|
+9.01
|
+6.83
|
14.16
|
8.51
|
7.94
|
1.03 |
1.06 |
0.86 |
-9.91
|
-13.47
|
-13.47
|
1.47 |
4.00 |
6.94 |
+0.72
|
+9.26
|
+17.29
|
-5.31
|
+14.03
|
+8.32
|
0.07
|
2.06
|
3.22
|
2.79
|
2.68
|
2.59
|
|
Andrew Tobias Portfolio Andrew Tobias |
3
|
66.7 |
33.3 |
0 |
+18.82
|
+9.75
|
+6.71
|
14.40
|
9.37
|
9.12
|
1.31 |
1.04 |
0.74 |
-8.54
|
-13.71
|
-13.71
|
2.20 |
4.32 |
6.67 |
+1.40
|
+10.55
|
+18.69
|
-5.85
|
+15.52
|
+5.01
|
0.01
|
1.64
|
2.72
|
2.16
|
2.06
|
1.97
|
|
Edge Select Moderately Conservative Merrill Lynch |
12
|
37 |
63 |
0 |
+13.06
|
+8.56
|
+6.69
|
9.93
|
6.24
|
5.86
|
1.32 |
1.37 |
1.14 |
-5.88
|
-7.78
|
-7.78
|
2.22 |
6.52 |
11.72 |
-0.21
|
+11.65
|
+16.41
|
-2.89
|
+11.44
|
+6.14
|
0.09
|
1.95
|
2.92
|
2.55
|
2.41
|
2.43
|
|
Simple Money Portfolio Tim Maurer |
7
|
60 |
40 |
0 |
+17.29
|
+8.65
|
+6.68
|
14.27
|
9.08
|
8.48
|
1.21 |
0.95 |
0.79 |
-9.27
|
-14.56
|
-14.56
|
1.87 |
3.53 |
6.25 |
+3.35
|
+6.87
|
+16.14
|
-6.64
|
+13.36
|
+8.15
|
0.03
|
1.57
|
2.95
|
2.24
|
2.28
|
2.07
|
|
Aggressive Global Income
|
4
|
80 |
20 |
0 |
+12.71
|
+9.20
|
+6.68
|
21.20
|
12.97
|
12.24
|
0.60 |
0.71 |
0.55 |
-15.77
|
-23.84
|
-23.84
|
0.81 |
2.32 |
3.81 |
+3.08
|
-1.13
|
+19.97
|
-8.07
|
+13.53
|
+18.29
|
0.08
|
3.52
|
4.21
|
3.93
|
3.98
|
4.60
|
|
Ideal Index Frank Armstrong |
7
|
70 |
30 |
0 |
+19.15
|
+9.61
|
+6.64
|
16.29
|
10.40
|
9.90
|
1.18 |
0.92 |
0.67 |
-11.14
|
-17.17
|
-17.17
|
1.72 |
3.39 |
5.25 |
+3.85
|
+6.95
|
+17.96
|
-6.68
|
+13.88
|
+9.05
|
0.01
|
1.75
|
2.83
|
2.27
|
2.25
|
2.19
|
|
Pinwheel
|
8
|
65 |
25 |
10 |
+17.66
|
+9.42
|
+6.59
|
15.16
|
9.68
|
9.44
|
1.17 |
0.97 |
0.70 |
-10.30
|
-14.99
|
-14.99
|
1.71 |
3.79 |
5.96 |
+2.19
|
+9.12
|
+19.31
|
-6.39
|
+14.08
|
+8.63
|
0.01
|
1.62
|
2.58
|
2.16
|
2.14
|
2.11
|
|
Big Rocks Portfolio Larry Swedroe |
11
|
60 |
40 |
0 |
+17.03
|
+8.67
|
+6.52
|
14.57
|
9.36
|
8.60
|
1.17 |
0.93 |
0.76 |
-9.98
|
-15.62
|
-15.62
|
1.71 |
3.30 |
5.64 |
+4.22
|
+5.25
|
+15.98
|
-5.45
|
+11.28
|
+9.71
|
0.01
|
1.57
|
2.72
|
2.14
|
1.97
|
1.86
|
|
Lifepath Fund iShares |
6
|
40.4 |
59.6 |
0 |
+13.18
|
+8.36
|
+6.51
|
10.68
|
6.51
|
5.96
|
1.23 |
1.28 |
1.09 |
-6.34
|
-8.34
|
-8.34
|
2.08 |
5.93 |
10.55 |
-0.01
|
+11.47
|
+16.20
|
-3.49
|
+11.24
|
+6.11
|
0.08
|
2.15
|
2.76
|
2.53
|
2.51
|
2.41
|
|
Ultimate Buy&Hold FundAdvice |
12
|
60 |
40 |
0 |
+15.64
|
+8.36
|
+6.24
|
14.16
|
9.00
|
8.43
|
1.10 |
0.93 |
0.74 |
-9.91
|
-15.07
|
-15.07
|
1.58 |
3.28 |
5.52 |
+3.00
|
+5.84
|
+16.24
|
-6.85
|
+13.54
|
+8.37
|
0.02
|
1.73
|
2.84
|
2.37
|
2.35
|
2.19
|
|
Dynamic 40/60 Income
|
5
|
40 |
60 |
0 |
+9.74
|
+7.32
|
+6.21
|
13.61
|
7.41
|
6.65
|
0.72 |
0.99 |
0.93 |
-9.80
|
-12.42
|
-12.42
|
0.99 |
3.41 |
6.66 |
-1.04
|
+8.28
|
+15.91
|
-3.18
|
+9.18
|
+7.53
|
0.22
|
3.24
|
4.21
|
3.98
|
3.81
|
3.91
|
|
Permanent Portfolio Harry Browne |
4
|
25 |
50 |
25 |
+8.61
|
+7.26
|
+6.14
|
8.64
|
6.28
|
6.19
|
1.00 |
1.16 |
0.99 |
-3.91
|
-6.98
|
-6.98
|
2.20 |
6.02 |
11.67 |
-3.91
|
+16.10
|
+16.17
|
-1.76
|
+10.97
|
+5.54
|
0.03
|
0.94
|
1.73
|
1.53
|
1.34
|
1.20
|
|
Desert Portfolio Gyroscopic Investing |
3
|
30 |
60 |
10 |
+11.68
|
+7.36
|
+6.09
|
6.70
|
4.66
|
4.60
|
1.74 |
1.58 |
1.32 |
-2.38
|
-3.56
|
-3.56
|
4.91 |
11.97 |
22.63 |
-0.91
|
+12.96
|
+14.41
|
-0.94
|
+8.38
|
+5.39
|
0.04
|
1.23
|
1.95
|
1.75
|
1.53
|
1.44
|
|
High Yield Bonds Income
|
4
|
0 |
100 |
0 |
+3.42
|
+7.04
|
+5.71
|
15.05
|
8.13
|
7.44
|
0.23 |
0.87 |
0.77 |
-11.48
|
-11.99
|
-11.99
|
0.30 |
3.38 |
6.20 |
-2.96
|
+7.08
|
+16.98
|
-4.53
|
+8.78
|
+12.01
|
0.32
|
4.38
|
5.32
|
5.01
|
5.10
|
5.64
|
|
Rob Arnott Portfolio Rob Arnott |
8
|
30 |
60 |
10 |
+8.67
|
+7.14
|
+5.58
|
10.71
|
6.56
|
6.09
|
0.81 |
1.09 |
0.92 |
-7.24
|
-8.71
|
-8.71
|
1.20 |
4.73 |
8.27 |
-0.18
|
+7.98
|
+16.67
|
-4.12
|
+9.02
|
+7.14
|
0.07
|
1.88
|
3.13
|
2.84
|
2.55
|
2.53
|
|
Stocks/Bonds 20/80
|
2
|
20 |
80 |
0 |
+7.45
|
+6.31
|
+5.54
|
7.19
|
4.35
|
3.78
|
1.04 |
1.45 |
1.47 |
-3.69
|
-3.91
|
-3.91
|
2.02 |
9.15 |
18.28 |
-1.36
|
+10.38
|
+13.20
|
-1.13
|
+7.10
|
+4.58
|
0.13
|
2.37
|
2.79
|
2.60
|
2.49
|
2.46
|
|
Developed World 80/20
|
2
|
80 |
20 |
0 |
+19.01
|
+9.27
|
+5.44
|
19.01
|
11.96
|
12.06
|
1.00 |
0.77 |
0.45 |
-12.42
|
-19.27
|
-19.27
|
1.53 |
2.89 |
3.62 |
+0.90
|
+8.72
|
+19.67
|
-11.24
|
+21.61
|
+3.06
|
0.02
|
2.00
|
3.64
|
2.85
|
3.20
|
2.85
|
|
Five Asset Roger Gibson |
6
|
60 |
20 |
20 |
+17.79
|
+9.40
|
+5.43
|
18.39
|
11.08
|
10.48
|
0.97 |
0.85 |
0.52 |
-13.21
|
-19.29
|
-19.29
|
1.35 |
2.94 |
3.61 |
+4.03
|
+5.29
|
+20.35
|
-7.26
|
+12.32
|
+9.61
|
0.03
|
1.93
|
3.02
|
2.60
|
2.44
|
2.53
|
|
Developed World Stocks
|
1
|
100 |
0 |
0 |
+24.58
|
+10.59
|
+5.43
|
23.71
|
15.04
|
15.14
|
1.04 |
0.70 |
0.36 |
-15.15
|
-24.15
|
-24.15
|
1.62 |
2.71 |
2.88 |
+1.69
|
+9.74
|
+22.62
|
-14.75
|
+26.42
|
+2.67
|
0.00
|
2.21
|
3.65
|
2.80
|
3.44
|
3.07
|
|
Developed World 60/40
|
2
|
60 |
40 |
0 |
+13.76
|
+7.89
|
+5.35
|
14.62
|
9.03
|
9.11
|
0.94 |
0.87 |
0.59 |
-9.85
|
-14.55
|
-14.55
|
1.40 |
3.18 |
4.70 |
+0.10
|
+7.71
|
+16.72
|
-7.73
|
+16.81
|
+3.45
|
0.03
|
1.79
|
3.62
|
2.89
|
2.96
|
2.63
|
|
Developed World 40/60
|
2
|
40 |
60 |
0 |
+8.81
|
+6.46
|
+5.18
|
10.56
|
6.31
|
6.33
|
0.83 |
1.02 |
0.82 |
-7.41
|
-9.83
|
-9.83
|
1.19 |
3.74 |
6.68 |
-0.69
|
+6.69
|
+13.77
|
-4.22
|
+12.01
|
+3.84
|
0.05
|
1.58
|
3.61
|
2.94
|
2.73
|
2.40
|
|
Paul Boyer Permanent Portfolio Paul Boyer |
5
|
25 |
50 |
25 |
+9.98
|
+7.08
|
+5.14
|
8.31
|
6.52
|
6.64
|
1.20 |
1.09 |
0.77 |
-3.07
|
-6.74
|
-9.15
|
3.25 |
6.05 |
7.11 |
-2.33
|
+15.04
|
+13.97
|
-3.50
|
+11.87
|
+7.19
|
0.04
|
1.04
|
1.80
|
1.48
|
1.39
|
1.28
|
|
European Stocks
|
1
|
100 |
0 |
0 |
+20.94
|
+9.67
|
+5.14
|
26.54
|
16.58
|
16.79
|
0.79 |
0.58 |
0.31 |
-16.65
|
-25.66
|
-27.75
|
1.26 |
2.29 |
2.34 |
+1.66
|
+6.11
|
+24.86
|
-14.91
|
+26.99
|
-0.37
|
0.00
|
2.85
|
3.99
|
3.28
|
3.37
|
3.42
|
|
Developed World 20/80
|
2
|
20 |
80 |
0 |
+4.13
|
+4.98
|
+4.92
|
6.93
|
4.04
|
3.99
|
0.60 |
1.23 |
1.23 |
-5.10
|
-5.98
|
-5.98
|
0.81 |
4.60 |
10.30 |
-1.49
|
+5.67
|
+10.82
|
-0.71
|
+7.20
|
+4.23
|
0.06
|
1.37
|
3.59
|
2.98
|
2.49
|
2.18
|
|
Larry Portfolio Larry Swedroe |
4
|
30 |
70 |
0 |
+10.45
|
+5.89
|
+4.76
|
6.18
|
4.49
|
4.39
|
1.69 |
1.31 |
1.09 |
-3.92
|
-5.39
|
-5.39
|
2.67 |
6.16 |
10.99 |
+2.19
|
+6.44
|
+10.64
|
-3.54
|
+7.74
|
+6.87
|
0.05
|
1.29
|
2.32
|
1.96
|
1.76
|
1.58
|
|
Ivy Portfolio Mebane Faber |
5
|
60 |
20 |
20 |
+15.40
|
+8.57
|
+4.72
|
20.32
|
11.95
|
11.01
|
0.76 |
0.72 |
0.43 |
-15.41
|
-21.77
|
-21.77
|
1.00 |
2.34 |
2.69 |
+4.36
|
+2.25
|
+21.16
|
-7.88
|
+12.20
|
+7.80
|
0.03
|
2.02
|
2.63
|
2.35
|
2.46
|
2.56
|
|
Edge Select Conservative Merrill Lynch |
12
|
21 |
79 |
0 |
+7.01
|
+5.53
|
+4.61
|
5.89
|
3.68
|
3.49
|
1.19 |
1.50 |
1.32 |
-3.59
|
-4.57
|
-4.57
|
1.95 |
6.75 |
12.45 |
-0.25
|
+6.74
|
+11.07
|
-1.01
|
+6.67
|
+4.67
|
0.08
|
1.56
|
2.79
|
2.42
|
2.00
|
1.87
|
|
Total Bond Developed World
|
1
|
0 |
100 |
0 |
-0.30
|
+3.44
|
+4.57
|
4.28
|
3.15
|
3.11
|
-0.07 |
1.09 |
1.47 |
-2.91
|
-3.03
|
-4.25
|
-0.10 |
6.07 |
13.27 |
-2.28
|
+4.65
|
+7.87
|
+2.81
|
+2.40
|
+4.61
|
0.08
|
1.16
|
3.58
|
3.03
|
2.25
|
1.96
|
|
7Twelve Portfolio Craig Israelsen |
9
|
50 |
33.3 |
16.7 |
+16.24
|
+8.06
|
+4.36
|
16.23
|
9.97
|
9.28
|
1.00 |
0.81 |
0.47 |
-12.07
|
-17.91
|
-17.91
|
1.35 |
2.65 |
2.97 |
+4.72
|
+3.64
|
+17.04
|
-6.60
|
+11.15
|
+7.88
|
0.02
|
1.34
|
2.13
|
1.80
|
1.69
|
1.63
|
|
Dimensional Retirement Income Fund DFA |
7
|
20.4 |
79.6 |
0 |
+9.01
|
+5.52
|
+4.27
|
6.26
|
3.93
|
3.89
|
1.44 |
1.40 |
1.10 |
-3.55
|
-4.64
|
-4.64
|
2.54 |
6.64 |
11.20 |
-0.07
|
+8.69
|
+10.30
|
-1.96
|
+6.78
|
+4.66
|
0.00
|
1.56
|
2.41
|
2.13
|
2.19
|
1.77
|
|
10-year Treasury
|
1
|
0 |
100 |
0 |
-0.28
|
+2.74
|
+4.14
|
4.96
|
5.28
|
5.54
|
-0.06 |
0.52 |
0.75 |
-5.28
|
-7.17
|
-7.60
|
-0.05 |
2.02 |
6.57 |
-3.43
|
+10.01
|
+8.03
|
+0.99
|
+2.55
|
+1.00
|
0.07
|
1.18
|
2.22
|
2.24
|
1.85
|
1.81
|
|
Emerging Markets
|
1
|
100 |
0 |
0 |
+34.76
|
+14.51
|
+3.76
|
22.08
|
17.43
|
18.36
|
1.57 |
0.83 |
0.20 |
-15.77
|
-29.72
|
-32.70
|
2.20 |
3.26 |
1.37 |
+3.99
|
+17.03
|
+18.20
|
-15.31
|
+37.28
|
+10.87
|
0.00
|
1.68
|
3.19
|
1.86
|
2.55
|
2.07
|
|
Robo Advisor 20 Betterment |
12
|
19.9 |
80.1 |
0 |
+6.59
|
+4.85
|
+3.76
|
5.53
|
3.42
|
3.28
|
1.19 |
1.42 |
1.14 |
-3.59
|
-4.42
|
-4.42
|
1.84 |
6.04 |
10.09 |
+0.03
|
+5.91
|
+9.52
|
-1.40
|
+6.18
|
+4.13
|
0.06
|
1.58
|
2.70
|
2.30
|
1.86
|
1.69
|
|
Total Bond US
|
1
|
0 |
100 |
0 |
+1.40
|
+3.52
|
+3.44
|
4.28
|
3.57
|
3.28
|
0.33 |
0.99 |
1.05 |
-2.64
|
-3.68
|
-4.01
|
0.53 |
5.14 |
10.01 |
-2.40
|
+7.71
|
+8.83
|
-0.12
|
+3.57
|
+2.52
|
0.16
|
2.53
|
2.91
|
2.77
|
2.60
|
2.54
|
|
Conservative Income Charles Schwab |
6
|
5 |
95 |
0 |
+2.34
|
+3.46
|
+3.16
|
4.30
|
2.95
|
2.89
|
0.54 |
1.17 |
1.09 |
-2.57
|
-2.57
|
-4.31
|
0.91 |
7.21 |
8.47 |
-1.20
|
+5.45
|
+8.37
|
-0.17
|
+2.91
|
+3.48
|
0.09
|
1.91
|
2.80
|
2.74
|
2.29
|
2.07
|
|
Robo Advisor 10 Betterment |
12
|
9.9 |
90.1 |
0 |
+4.11
|
+3.32
|
+2.55
|
2.45
|
1.73
|
1.72
|
1.68 |
1.91 |
1.48 |
-1.20
|
-1.20
|
-1.49
|
3.43 |
14.79 |
19.23 |
-0.06
|
+4.67
|
+6.60
|
+0.03
|
+3.32
|
+2.50
|
0.06
|
1.36
|
2.45
|
2.04
|
1.49
|
1.28
|
|
Gold
|
1
|
0 |
0 |
100 |
+9.05
|
+6.40
|
+1.63
|
17.90
|
13.49
|
16.45
|
0.51 |
0.47 |
0.10 |
-12.74
|
-15.02
|
-42.90
|
0.71 |
2.42 |
0.41 |
-9.28
|
+24.81
|
+17.86
|
-1.94
|
+12.81
|
+8.03
|
0.00
|
0.00
|
0.00
|
0.00
|
0.00
|
0.00
|
|
Robo Advisor 0 Betterment |
2
|
0 |
100 |
0 |
+1.68
|
+1.77
|
+1.33
|
1.06
|
1.11
|
0.96
|
1.58 |
1.59 |
1.38 |
-0.12
|
-1.01
|
-1.01
|
14.00 |
9.13 |
14.05 |
-0.12
|
+3.37
|
+3.70
|
+1.44
|
+0.45
|
+0.92
|
0.05
|
1.14
|
2.21
|
1.78
|
1.11
|
0.88
|
|
Short Term Treasury
|
1
|
0 |
100 |
0 |
+1.52
|
+1.62
|
+1.17
|
1.20
|
1.08
|
0.91
|
1.26 |
1.50 |
1.29 |
-0.08
|
-0.91
|
-0.91
|
19.00 |
9.24 |
13.56 |
-0.03
|
+3.03
|
+3.38
|
+1.46
|
+0.26
|
+0.82
|
0.03
|
0.96
|
2.17
|
1.73
|
0.98
|
0.72
|