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 29 February 2024
Live Update at Mar 28 2024, 08:58PM Eastern Time
Live Update at Mar 28 2024, 08:58PM Eastern Time
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2024.
Current inflation (annualized) is
1Y: 3.17%
, 5Y: 4.19%
, 10Y: 2.82%
, 30Y: 2.54%
Portfolio returns are updated to 29 February 2024.
Portfolio returns are updated to 29 February 2024.
Live Mar 2024 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 29 February 2024.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 29 February 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 29 February 2024.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 29 February 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2024.
2024: 0.75%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Feb 29, 2024 |
Chg (%) |
Return (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
Ulcer Index |
YTD(%) |
Yearly Returns (%) |
||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | #ETF | Stocks | Bonds | Comm | 1Y | 5Y | 10Y | 30Y ▾ | Daily | Time(ET) | Mar 2024 | Feb 2024 | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 2024 | 2023 | 2022 | 2021 | 2024 | 2023 | 2022 | 2021 | |
Technology | 1 | 100 | 0 | 0 |
50.57
|
21.24
|
18.10
|
13.98
|
-0.18 | 04:00PM, Mar 28 2024 | 1.27 | 5.28 | 16.29 | 21.69 | 18.36 | 24.02 | 3.10 | 0.98 | 0.99 | 0.58 | -32.58 | -32.58 | -81.08 | 0.65 | 0.56 | 0.17 | 12.56 | 9.41 | 39.58 |
7.20
|
54.85
|
-32.58
|
27.42
|
0.00 | 0.95 | 0.54 | 0.54 | |
US Stocks Momentum | 1 | 100 | 0 | 0 |
32.84
|
12.02
|
12.68
|
12.68
|
-0.20 | 04:00PM, Mar 28 2024 | 2.91 | 10.00 | 16.40 | 18.90 | 15.71 | 15.38 | 2.00 | 0.64 | 0.81 | 0.82 | -30.16 | -30.16 | -53.85 | 0.40 | 0.42 | 0.24 | 14.40 | 10.57 | 16.18 |
16.14
|
9.16
|
-18.26
|
13.37
|
0.00 | 1.46 | 1.45 | 0.62 | |
US Stocks Quality | 1 | 100 | 0 | 0 |
36.83
|
14.82
|
12.77
|
11.77
|
0.12 | 04:00PM, Mar 28 2024 | 2.77 | 6.50 | 12.88 | 18.90 | 15.43 | 15.08 | 2.86 | 0.78 | 0.83 | 0.78 | -27.78 | -27.78 | -46.25 | 0.53 | 0.46 | 0.25 | 9.55 | 7.15 | 13.77 |
8.93
|
30.89
|
-20.49
|
26.93
|
0.00 | 1.59 | 1.25 | 1.51 | |
Stocks/Bonds 80/20 Momentum | 2 | 80 | 20 | 0 |
26.62
|
9.80
|
10.50
|
11.32
|
-0.18 | 04:00PM, Mar 28 2024 | 2.50 | 7.82 | 13.86 | 15.68 | 12.97 | 12.42 | 1.92 | 0.62 | 0.81 | 0.91 | -27.23 | -27.23 | -43.61 | 0.36 | 0.39 | 0.26 | 12.97 | 9.46 | 11.97 |
12.61
|
8.41
|
-17.23
|
10.32
|
0.06 | 1.81 | 1.61 | 0.91 | |
US Stocks | 1 | 100 | 0 | 0 |
28.61
|
13.82
|
11.96
|
10.22
|
0.07 | 04:00PM, Mar 28 2024 | 2.90 | 5.30 | 13.76 | 18.69 | 15.49 | 15.55 | 2.08 | 0.74 | 0.77 | 0.66 | -24.81 | -24.81 | -50.84 | 0.56 | 0.48 | 0.20 | 9.13 | 6.94 | 14.31 |
6.48
|
26.05
|
-19.51
|
25.67
|
0.00 | 1.80 | 1.33 | 1.51 | |
US Stocks Value | 1 | 100 | 0 | 0 |
20.53
|
12.23
|
10.17
|
9.96
|
0.37 | 04:00PM, Mar 28 2024 | 4.70 | 2.83 | 14.30 | 18.65 | 15.48 | 15.37 | 1.44 | 0.66 | 0.66 | 0.65 | -26.06 | -26.06 | -55.41 | 0.47 | 0.39 | 0.18 | 7.18 | 5.82 | 13.15 |
2.94
|
21.75
|
-5.39
|
25.21
|
0.00 | 2.11 | 2.07 | 2.32 | |
Warren Buffett Portfolio | 2 | 90 | 10 | 0 |
28.34
|
13.39
|
11.45
|
9.85
|
-0.22 | 04:00PM, Mar 28 2024 | 2.39 | 4.68 | 12.05 | 16.54 | 13.68 | 13.66 | 2.35 | 0.81 | 0.84 | 0.72 | -23.08 | -23.08 | -45.52 | 0.58 | 0.50 | 0.22 | 8.34 | 6.29 | 12.59 |
6.38
|
24.87
|
-18.29
|
24.59
|
0.03 | 1.91 | 1.31 | 1.38 | |
Stocks/Bonds 60/40 Momentum | 2 | 60 | 40 | 0 |
20.57
|
7.54
|
8.28
|
9.77
|
-0.17 | 04:00PM, Mar 28 2024 | 2.09 | 5.60 | 11.47 | 12.62 | 10.33 | 9.60 | 1.79 | 0.60 | 0.80 | 1.02 | -24.21 | -24.21 | -32.52 | 0.31 | 0.34 | 0.30 | 11.53 | 8.34 | 8.22 |
9.07
|
7.66
|
-16.20
|
7.27
|
0.12 | 2.16 | 1.76 | 1.20 | |
US Stocks Minimum Volatility | 1 | 100 | 0 | 0 |
17.47
|
9.15
|
10.62
|
9.77
|
0.24 | 04:00PM, Mar 28 2024 | 3.14 | 2.09 | 9.49 | 14.58 | 12.06 | 13.71 | 1.84 | 0.63 | 0.88 | 0.71 | -19.06 | -19.06 | -43.27 | 0.48 | 0.56 | 0.23 | 6.58 | 4.91 | 10.61 |
4.31
|
10.34
|
-9.42
|
20.84
|
0.00 | 1.98 | 1.45 | 1.52 | |
Stocks/Bonds 80/20 | 2 | 80 | 20 | 0 |
23.48
|
11.27
|
9.93
|
9.29
|
0.03 | 04:00PM, Mar 28 2024 | 2.49 | 3.98 | 12.18 | 15.55 | 12.76 | 12.51 | 1.93 | 0.72 | 0.78 | 0.74 | -22.75 | -22.75 | -41.09 | 0.50 | 0.44 | 0.23 | 8.44 | 6.31 | 10.40 |
4.87
|
21.92
|
-18.23
|
20.16
|
0.06 | 2.08 | 1.51 | 1.62 | |
Dedalo Three | 2 | 100 | 0 | 0 |
26.71
|
12.83
|
10.93
|
9.11
|
0.06 | 04:00PM, Mar 28 2024 | 2.99 | 5.06 | 13.67 | 18.36 | 15.22 | 15.42 | 1.95 | 0.70 | 0.72 | 0.59 | -25.03 | -25.03 | -52.73 | 0.51 | 0.44 | 0.17 | 9.11 | 7.00 | 15.18 |
5.88
|
24.84
|
-19.06
|
23.45
|
0.00 | 2.01 | 1.47 | 1.70 | |
Simple Path to Wealth | 2 | 75 | 25 | 0 |
22.21
|
10.62
|
9.41
|
9.04
|
0.02 | 04:00PM, Mar 28 2024 | 2.39 | 3.65 | 11.79 | 14.79 | 12.09 | 11.77 | 1.88 | 0.72 | 0.78 | 0.77 | -22.24 | -22.24 | -38.53 | 0.48 | 0.42 | 0.23 | 8.29 | 6.17 | 9.48 |
4.47
|
20.89
|
-17.91
|
18.79
|
0.07 | 2.15 | 1.56 | 1.65 | |
Sheltered Sam 100/0 | 10 | 97 | 0 | 3 |
13.35
|
8.94
|
8.31
|
9.03
|
0.20 | 04:00PM, Mar 28 2024 | 3.63 | 3.21 | 14.60 | 18.07 | 14.83 | 15.31 | 0.91 | 0.49 | 0.56 | 0.59 | -25.40 | -25.40 | -54.91 | 0.35 | 0.33 | 0.16 | 8.30 | 6.46 | 11.41 |
1.72
|
15.58
|
-12.59
|
23.26
|
0.00 | 2.62 | 2.02 | 2.43 | |
Robust | 8 | 70 | 20 | 10 |
13.68
|
7.33
|
6.57
|
8.91
|
0.10 | 04:00PM, Mar 28 2024 | 2.68 | 3.72 | 11.35 | 13.75 | 11.25 | 11.10 | 1.21 | 0.53 | 0.58 | 0.80 | -19.09 | -19.09 | -44.20 | 0.38 | 0.34 | 0.20 | 7.23 | 5.57 | 8.39 |
4.88
|
8.53
|
-10.29
|
17.40
|
0.05 | 2.35 | 1.83 | 1.61 | |
Shield Strategy | 6 | 42 | 38 | 20 |
19.49
|
9.66
|
7.87
|
8.74
|
0.19 | 04:00PM, Mar 28 2024 | 3.19 | 1.52 | 9.58 | 11.11 | 8.92 | 8.84 | 2.04 | 0.87 | 0.88 | 0.99 | -19.36 | -19.36 | -19.36 | 0.50 | 0.41 | 0.45 | 6.57 | 4.84 | 5.61 |
1.93
|
20.08
|
-15.12
|
9.82
|
0.12 | 1.94 | 1.22 | 1.09 | |
Sheltered Sam 90/10 | 12 | 87.3 | 10 | 2.7 |
12.35
|
8.24
|
7.64
|
8.64
|
0.18 | 04:00PM, Mar 28 2024 | 3.32 | 2.81 | 13.34 | 16.31 | 13.39 | 13.74 | 0.93 | 0.51 | 0.57 | 0.63 | -22.65 | -22.65 | -50.12 | 0.36 | 0.34 | 0.17 | 7.65 | 5.94 | 9.89 |
1.51
|
14.39
|
-12.09
|
21.12
|
0.02 | 2.65 | 2.12 | 2.38 | |
Aggressive Global Income | 4 | 80 | 20 | 0 |
8.63
|
5.27
|
5.36
|
8.62
|
0.12 | 04:00PM, Mar 28 2024 | 3.36 | 0.75 | 11.75 | 15.30 | 12.74 | 14.42 | 0.73 | 0.34 | 0.42 | 0.60 | -23.84 | -23.84 | -52.63 | 0.22 | 0.22 | 0.16 | 7.47 | 6.26 | 10.90 |
-0.21
|
11.91
|
-8.43
|
17.07
|
0.14 | 4.22 | 3.49 | 3.67 | |
Dedalo Four | 3 | 80 | 20 | 0 |
22.58
|
10.41
|
9.22
|
8.47
|
0.02 | 04:00PM, Mar 28 2024 | 2.62 | 3.94 | 11.76 | 15.24 | 12.51 | 12.42 | 1.92 | 0.68 | 0.74 | 0.68 | -22.61 | -22.61 | -43.94 | 0.46 | 0.41 | 0.19 | 8.29 | 6.24 | 10.94 |
4.46
|
21.59
|
-17.79
|
18.23
|
0.03 | 2.55 | 1.44 | 2.07 | |
Edge Select Aggressive | 12 | 84 | 16 | 0 |
21.04
|
9.83
|
8.46
|
8.37
|
0.02 | 04:00PM, Mar 28 2024 | 2.66 | 3.75 | 12.39 | 15.43 | 12.85 | 13.26 | 1.70 | 0.64 | 0.66 | 0.63 | -23.81 | -23.81 | -45.65 | 0.41 | 0.36 | 0.18 | 8.50 | 6.57 | 11.11 |
3.53
|
21.48
|
-17.87
|
15.74
|
0.05 | 2.48 | 1.69 | 1.85 | |
Mid-Fifties | 8 | 80 | 20 | 0 |
15.09
|
7.40
|
7.00
|
8.30
|
0.10 | 04:00PM, Mar 28 2024 | 2.36 | 3.05 | 12.59 | 15.06 | 12.38 | 12.98 | 1.20 | 0.49 | 0.57 | 0.64 | -24.05 | -24.05 | -46.21 | 0.31 | 0.29 | 0.18 | 9.16 | 6.93 | 8.89 |
2.05
|
15.87
|
-17.33
|
15.75
|
0.08 | 3.12 | 2.08 | 2.30 | |
Second Grader's Starter | 3 | 90 | 10 | 0 |
21.33
|
10.19
|
8.69
|
8.26
|
0.01 | 04:00PM, Mar 28 2024 | 2.83 | 4.01 | 12.78 | 16.33 | 13.52 | 13.87 | 1.67 | 0.62 | 0.64 | 0.60 | -24.21 | -24.21 | -48.52 | 0.42 | 0.36 | 0.17 | 8.71 | 6.74 | 12.78 |
4.17
|
20.93
|
-17.70
|
17.70
|
0.03 | 2.53 | 1.80 | 2.09 | |
Dedalo Eleven | 9 | 80 | 20 | 0 |
19.16
|
8.80
|
7.90
|
8.24
|
0.08 | 04:00PM, Mar 28 2024 | 2.50 | 3.53 | 12.08 | 14.99 | 12.42 | 12.74 | 1.59 | 0.59 | 0.64 | 0.65 | -23.40 | -23.40 | -44.63 | 0.38 | 0.34 | 0.18 | 8.61 | 6.61 | 10.65 |
3.20
|
19.09
|
-17.79
|
14.88
|
0.04 | 2.70 | 2.04 | 2.12 | |
Late Thirties to Early Forties | 8 | 85 | 15 | 0 |
16.20
|
7.86
|
7.25
|
8.22
|
0.10 | 04:00PM, Mar 28 2024 | 2.48 | 3.40 | 12.75 | 15.50 | 12.82 | 13.59 | 1.27 | 0.51 | 0.57 | 0.60 | -24.26 | -24.26 | -48.28 | 0.32 | 0.30 | 0.17 | 9.12 | 7.01 | 9.84 |
2.48
|
16.77
|
-17.38
|
15.84
|
0.06 | 2.96 | 1.97 | 2.23 | |
Stocks/Bonds 60/40 | 2 | 60 | 40 | 0 |
18.40
|
8.67
|
7.85
|
8.22
|
-0.01 | 04:00PM, Mar 28 2024 | 2.08 | 2.65 | 10.65 | 12.59 | 10.15 | 9.62 | 1.73 | 0.69 | 0.77 | 0.85 | -20.69 | -20.69 | -30.55 | 0.42 | 0.38 | 0.27 | 7.86 | 5.77 | 6.91 |
3.27
|
17.79
|
-16.95
|
14.66
|
0.12 | 2.36 | 1.69 | 1.73 | |
Sheltered Sam 80/20 | 12 | 77.6 | 20 | 2.4 |
11.34
|
7.54
|
6.97
|
8.21
|
0.15 | 04:00PM, Mar 28 2024 | 3.00 | 2.42 | 12.08 | 14.59 | 11.97 | 12.20 | 0.94 | 0.52 | 0.58 | 0.67 | -19.89 | -19.89 | -45.06 | 0.38 | 0.35 | 0.18 | 7.03 | 5.43 | 8.49 |
1.31
|
13.20
|
-11.58
|
18.98
|
0.03 | 2.68 | 2.23 | 2.33 | |
Robo Advisor 100 | 6 | 100 | 0 | 0 |
17.00
|
9.07
|
7.91
|
8.20
|
0.11 | 04:00PM, Mar 28 2024 | 3.44 | 4.05 | 14.04 | 17.88 | 14.88 | 15.80 | 1.21 | 0.51 | 0.53 | 0.52 | -24.17 | -24.17 | -54.55 | 0.38 | 0.33 | 0.15 | 8.76 | 7.14 | 13.31 |
3.21
|
17.92
|
-15.26
|
18.02
|
0.00 | 2.51 | 1.83 | 2.34 | |
Talmud Portfolio | 3 | 66.7 | 33.3 | 0 |
11.88
|
6.52
|
6.72
|
8.20
|
0.22 | 04:00PM, Mar 28 2024 | 1.61 | 1.99 | 12.78 | 13.78 | 11.27 | 10.85 | 0.93 | 0.47 | 0.60 | 0.76 | -22.88 | -22.88 | -40.17 | 0.28 | 0.29 | 0.20 | 9.98 | 7.27 | 7.44 |
0.59
|
14.42
|
-19.62
|
21.44
|
0.10 | 3.10 | 2.13 | 2.37 | |
Late Sixties and Beyond | 8 | 71 | 29 | 0 |
13.56
|
6.84
|
6.62
|
8.20
|
0.10 | 04:00PM, Mar 28 2024 | 2.11 | 2.56 | 11.79 | 13.82 | 11.30 | 11.68 | 1.15 | 0.50 | 0.59 | 0.70 | -22.44 | -22.44 | -41.80 | 0.30 | 0.30 | 0.20 | 8.62 | 6.43 | 7.73 |
1.59
|
14.40
|
-16.23
|
15.40
|
0.12 | 3.36 | 2.16 | 2.25 | |
Mid-Twenties | 8 | 87 | 13 | 0 |
16.45
|
7.91
|
7.25
|
8.11
|
0.11 | 04:00PM, Mar 28 2024 | 2.52 | 3.53 | 12.91 | 15.73 | 13.04 | 13.92 | 1.27 | 0.50 | 0.56 | 0.58 | -24.50 | -24.50 | -49.50 | 0.32 | 0.30 | 0.16 | 9.23 | 7.13 | 10.42 |
2.55
|
17.14
|
-17.64
|
15.90
|
0.05 | 2.93 | 1.94 | 2.22 | |
Weird Portfolio | 5 | 60 | 20 | 20 |
3.72
|
4.75
|
5.03
|
8.09
|
0.38 | 04:00PM, Mar 28 2024 | 3.46 | 0.80 | 14.80 | 13.93 | 11.37 | 10.84 | 0.25 | 0.34 | 0.44 | 0.75 | -24.18 | -24.18 | -32.97 | 0.20 | 0.21 | 0.25 | 9.98 | 7.43 | 6.58 |
-2.57
|
10.94
|
-18.17
|
14.49
|
0.06 | 2.52 | 1.49 | 2.02 | |
Robo Advisor 90 | 11 | 90.1 | 9.9 | 0 |
15.53
|
8.20
|
7.37
|
8.06
|
0.09 | 04:00PM, Mar 28 2024 | 3.27 | 3.52 | 13.31 | 16.62 | 13.76 | 14.44 | 1.17 | 0.49 | 0.54 | 0.56 | -23.36 | -23.36 | -50.07 | 0.35 | 0.32 | 0.16 | 8.52 | 6.83 | 11.40 |
2.56
|
16.67
|
-15.33
|
16.04
|
0.02 | 2.72 | 1.95 | 2.36 | |
Stocks/Bonds 40/60 Momentum | 2 | 40 | 60 | 0 |
14.70
|
5.25
|
6.03
|
8.06
|
-0.15 | 04:00PM, Mar 28 2024 | 1.67 | 3.33 | 9.39 | 9.82 | 7.88 | 7.02 | 1.57 | 0.53 | 0.77 | 1.15 | -21.11 | -21.11 | -21.11 | 0.25 | 0.29 | 0.38 | 10.07 | 7.24 | 5.23 |
5.54
|
6.91
|
-15.17
|
4.23
|
0.17 | 2.50 | 1.92 | 1.48 | |
Ultimate Buy and Hold Strategy | 10 | 100 | 0 | 0 |
10.23
|
6.64
|
6.47
|
8.05
|
0.12 | 04:00PM, Mar 28 2024 | 3.30 | 2.70 | 15.41 | 18.70 | 15.33 | 15.74 | 0.66 | 0.35 | 0.42 | 0.51 | -27.54 | -27.54 | -57.21 | 0.24 | 0.24 | 0.14 | 10.00 | 7.84 | 12.18 |
0.35
|
15.13
|
-15.37
|
19.37
|
0.00 | 3.05 | 2.27 | 2.79 | |
Couch Potato | 2 | 50 | 50 | 0 |
15.05
|
8.17
|
6.96
|
8.04
|
0.05 | 04:00PM, Mar 28 2024 | 1.77 | 2.14 | 9.12 | 11.44 | 9.22 | 8.75 | 1.65 | 0.71 | 0.75 | 0.92 | -19.77 | -19.77 | -27.04 | 0.41 | 0.35 | 0.30 | 7.43 | 5.48 | 5.21 |
2.88
|
14.66
|
-16.31
|
15.67
|
0.00 | 2.30 | 3.61 | 2.96 | |
Core Four | 4 | 80 | 20 | 0 |
17.75
|
8.65
|
7.70
|
8.04
|
0.05 | 04:00PM, Mar 28 2024 | 2.45 | 3.21 | 12.37 | 14.91 | 12.20 | 12.21 | 1.43 | 0.58 | 0.63 | 0.66 | -23.46 | -23.46 | -44.44 | 0.37 | 0.33 | 0.18 | 8.76 | 6.58 | 9.88 |
2.90
|
18.34
|
-17.83
|
17.18
|
0.06 | 2.75 | 1.93 | 2.20 | |
Seven Value | 7 | 71.5 | 28.5 | 0 |
10.84
|
8.19
|
6.58
|
8.03
|
0.29 | 04:00PM, Mar 28 2024 | 3.53 | 2.22 | 10.38 | 14.54 | 11.81 | 11.31 | 1.04 | 0.56 | 0.56 | 0.71 | -20.44 | -20.44 | -41.22 | 0.40 | 0.32 | 0.19 | 5.38 | 4.47 | 7.32 |
1.43
|
10.67
|
-3.63
|
22.53
|
0.02 | 3.34 | 3.17 | 3.60 | |
Edge Select Moderately Aggressive | 12 | 69 | 31 | 0 |
18.64
|
8.49
|
7.43
|
7.90
|
-0.02 | 04:00PM, Mar 28 2024 | 2.35 | 2.88 | 11.31 | 13.50 | 11.12 | 11.14 | 1.65 | 0.63 | 0.67 | 0.71 | -22.31 | -22.31 | -38.23 | 0.38 | 0.33 | 0.21 | 8.02 | 6.08 | 8.52 |
2.76
|
19.24
|
-17.08
|
12.88
|
0.10 | 2.71 | 1.79 | 1.82 | |
Robo Advisor 80 | 10 | 80 | 20 | 0 |
14.33
|
7.31
|
6.74
|
7.88
|
0.06 | 04:00PM, Mar 28 2024 | 3.03 | 3.04 | 12.44 | 15.25 | 12.55 | 13.06 | 1.15 | 0.48 | 0.54 | 0.60 | -22.63 | -22.63 | -45.47 | 0.32 | 0.30 | 0.17 | 8.27 | 6.52 | 9.67 |
2.11
|
15.58
|
-15.27
|
13.94
|
0.05 | 2.87 | 2.03 | 2.47 | |
Four Funds | 4 | 80 | 20 | 0 |
18.64
|
9.05
|
7.70
|
7.86
|
0.01 | 04:00PM, Mar 28 2024 | 2.60 | 3.37 | 11.86 | 14.86 | 12.26 | 12.45 | 1.57 | 0.61 | 0.63 | 0.63 | -23.20 | -23.20 | -44.08 | 0.39 | 0.33 | 0.18 | 8.32 | 6.41 | 10.71 |
3.45
|
18.65
|
-17.06
|
15.70
|
0.03 | 2.63 | 2.25 | 2.38 | |
Yale Endowment | 6 | 70 | 30 | 0 |
12.53
|
6.76
|
6.31
|
7.80
|
0.13 | 04:00PM, Mar 28 2024 | 1.93 | 2.25 | 11.66 | 13.35 | 10.90 | 10.83 | 1.07 | 0.51 | 0.58 | 0.72 | -22.63 | -22.63 | -40.68 | 0.30 | 0.28 | 0.19 | 8.93 | 6.58 | 7.46 |
1.25
|
14.44
|
-17.82
|
17.84
|
0.04 | 2.87 | 2.49 | 2.54 | |
Jane Bryant Quinn Portfolio | 5 | 70 | 30 | 0 |
15.36
|
7.83
|
6.97
|
7.79
|
0.04 | 04:00PM, Mar 28 2024 | 2.23 | 2.50 | 11.67 | 13.79 | 11.16 | 10.79 | 1.32 | 0.57 | 0.62 | 0.72 | -22.74 | -22.74 | -39.55 | 0.34 | 0.31 | 0.20 | 8.52 | 6.31 | 8.05 |
2.22
|
16.60
|
-17.43
|
16.85
|
0.06 | 2.80 | 2.33 | 2.50 | |
Lazy Portfolio | 6 | 70 | 30 | 0 |
12.41
|
6.63
|
6.26
|
7.78
|
0.16 | 04:00PM, Mar 28 2024 | 1.89 | 2.31 | 11.59 | 13.18 | 10.81 | 10.88 | 1.07 | 0.50 | 0.58 | 0.72 | -22.43 | -22.43 | -40.89 | 0.30 | 0.28 | 0.19 | 8.96 | 6.62 | 7.45 |
1.23
|
14.13
|
-17.86
|
17.34
|
0.04 | 2.89 | 2.52 | 2.51 | |
Three Funds | 3 | 80 | 20 | 0 |
18.81
|
8.89
|
7.67
|
7.78
|
-0.01 | 04:00PM, Mar 28 2024 | 2.62 | 3.34 | 12.01 | 14.82 | 12.20 | 12.39 | 1.57 | 0.60 | 0.63 | 0.63 | -23.18 | -23.18 | -43.68 | 0.38 | 0.33 | 0.18 | 8.36 | 6.42 | 10.84 |
3.37
|
18.86
|
-17.06
|
14.95
|
0.06 | 2.67 | 1.89 | 2.15 | |
Sheltered Sam 70/30 | 12 | 67.9 | 30 | 2.1 |
10.33
|
6.83
|
6.29
|
7.76
|
0.13 | 04:00PM, Mar 28 2024 | 2.68 | 2.03 | 10.82 | 12.90 | 10.57 | 10.70 | 0.95 | 0.53 | 0.59 | 0.73 | -17.80 | -17.80 | -39.73 | 0.38 | 0.35 | 0.20 | 6.43 | 4.94 | 7.12 |
1.10
|
12.01
|
-11.08
|
16.83
|
0.05 | 2.72 | 2.34 | 2.28 | |
Six Ways from Sunday | 6 | 66.7 | 33.3 | 0 |
10.18
|
7.78
|
5.97
|
7.76
|
0.29 | 04:00PM, Mar 28 2024 | 3.26 | 2.03 | 10.09 | 14.19 | 11.53 | 10.91 | 1.01 | 0.55 | 0.52 | 0.71 | -19.67 | -19.67 | -39.14 | 0.40 | 0.30 | 0.20 | 5.18 | 4.40 | 6.67 |
0.95
|
10.86
|
-3.84
|
21.86
|
0.03 | 3.46 | 3.30 | 3.75 | |
Gold Pivot Ptf | 5 | 22 | 44 | 34 |
16.51
|
7.98
|
6.28
|
7.76
|
0.36 | 04:00PM, Mar 28 2024 | 3.83 | 1.02 | 8.01 | 9.40 | 7.85 | 8.20 | 2.06 | 0.85 | 0.80 | 0.95 | -15.46 | -15.46 | -19.49 | 0.52 | 0.41 | 0.40 | 4.91 | 3.81 | 4.24 |
0.79
|
17.87
|
-11.42
|
4.01
|
0.12 | 2.52 | 1.18 | 1.81 | |
In Saecula Saeculorum | 5 | 45 | 45 | 10 |
15.47
|
7.65
|
6.61
|
7.72
|
0.12 | 04:00PM, Mar 28 2024 | 2.58 | 1.71 | 9.46 | 10.56 | 8.43 | 7.83 | 1.64 | 0.72 | 0.78 | 0.99 | -18.89 | -18.89 | -20.39 | 0.40 | 0.35 | 0.38 | 6.91 | 5.06 | 4.45 |
2.05
|
15.53
|
-14.97
|
10.12
|
0.13 | 2.35 | 1.44 | 1.20 | |
LifeStrategy Growth Fund | 4 | 80 | 20 | 0 |
18.69
|
8.72
|
7.56
|
7.70
|
-0.01 | 04:00PM, Mar 28 2024 | 2.65 | 3.35 | 11.90 | 14.76 | 12.16 | 12.41 | 1.57 | 0.59 | 0.62 | 0.62 | -23.11 | -23.11 | -44.18 | 0.38 | 0.33 | 0.17 | 8.33 | 6.41 | 10.92 |
3.29
|
18.86
|
-16.96
|
14.57
|
0.05 | 2.79 | 1.85 | 2.27 | |
Golden Butterfly | 5 | 40 | 40 | 20 |
7.94
|
5.99
|
5.42
|
7.56
|
0.32 | 04:00PM, Mar 28 2024 | 3.22 | 1.11 | 10.77 | 10.20 | 8.37 | 7.73 | 0.74 | 0.59 | 0.65 | 0.98 | -17.79 | -17.79 | -17.79 | 0.34 | 0.30 | 0.43 | 6.46 | 4.90 | 3.59 |
-0.45
|
11.98
|
-13.35
|
9.35
|
0.12 | 1.98 | 1.13 | 1.03 | |
Family Taxable Portfolio | 11 | 70 | 30 | 0 |
11.34
|
6.06
|
6.10
|
7.56
|
0.03 | 04:00PM, Mar 28 2024 | 2.35 | 2.42 | 12.75 | 14.06 | 11.59 | 11.63 | 0.89 | 0.43 | 0.53 | 0.65 | -23.76 | -23.76 | -38.46 | 0.25 | 0.26 | 0.20 | 9.28 | 7.05 | 8.04 |
1.10
|
14.12
|
-17.99
|
11.93
|
0.06 | 2.71 | 2.45 | 2.47 | |
Coffeehouse | 7 | 60 | 40 | 0 |
8.27
|
5.44
|
5.70
|
7.50
|
0.11 | 04:00PM, Mar 28 2024 | 2.23 | 1.38 | 12.09 | 12.71 | 10.26 | 9.72 | 0.68 | 0.43 | 0.56 | 0.77 | -19.65 | -19.65 | -33.93 | 0.28 | 0.29 | 0.22 | 7.81 | 5.78 | 6.15 |
-0.05
|
11.65
|
-14.38
|
15.24
|
0.12 | 2.84 | 2.05 | 2.31 | |
No Brainer Portfolio | 4 | 75 | 25 | 0 |
13.50
|
7.50
|
6.76
|
7.48
|
0.04 | 04:00PM, Mar 28 2024 | 2.39 | 2.81 | 11.59 | 13.98 | 11.64 | 11.75 | 1.16 | 0.54 | 0.58 | 0.64 | -19.76 | -19.76 | -40.40 | 0.38 | 0.34 | 0.19 | 7.36 | 5.76 | 8.72 |
1.91
|
15.77
|
-13.89
|
15.39
|
0.07 | 2.53 | 1.58 | 1.74 | |
Aim comfortable trip | 7 | 40 | 45 | 15 |
12.64
|
6.41
|
5.52
|
7.42
|
0.15 | 04:00PM, Mar 28 2024 | 2.91 | 0.91 | 7.77 | 9.18 | 7.35 | 7.59 | 1.63 | 0.70 | 0.75 | 0.98 | -15.56 | -15.56 | -20.15 | 0.41 | 0.35 | 0.37 | 4.79 | 3.60 | 3.73 |
0.22
|
15.78
|
-10.58
|
7.29
|
0.09 | 2.77 | 1.38 | 2.12 | |
Long Term Portfolio | 6 | 80 | 20 | 0 |
13.67
|
7.46
|
6.63
|
7.41
|
0.12 | 04:00PM, Mar 28 2024 | 2.35 | 3.14 | 12.08 | 14.38 | 11.91 | 12.44 | 1.13 | 0.52 | 0.56 | 0.60 | -20.52 | -20.52 | -45.92 | 0.36 | 0.32 | 0.16 | 7.64 | 5.91 | 9.48 |
1.93
|
16.03
|
-14.26
|
16.72
|
0.09 | 3.11 | 1.73 | 1.92 | |
Perfect Portfolio | 7 | 80 | 20 | 0 |
16.81
|
8.81
|
7.22
|
7.41
|
0.09 | 04:00PM, Mar 28 2024 | 2.84 | 3.46 | 10.82 | 14.10 | 11.77 | 12.35 | 1.55 | 0.63 | 0.61 | 0.60 | -18.62 | -18.62 | -44.81 | 0.47 | 0.39 | 0.17 | 6.22 | 5.17 | 10.44 |
3.09
|
16.55
|
-11.28
|
16.52
|
0.09 | 3.09 | 1.87 | 1.92 | |
Tilt Toward Value | 7 | 60 | 40 | 0 |
11.86
|
6.08
|
5.99
|
7.38
|
0.07 | 04:00PM, Mar 28 2024 | 2.13 | 1.83 | 11.04 | 12.19 | 9.81 | 9.44 | 1.07 | 0.50 | 0.61 | 0.78 | -20.45 | -20.45 | -34.63 | 0.30 | 0.29 | 0.21 | 7.90 | 5.81 | 6.33 |
1.00
|
13.77
|
-15.72
|
13.78
|
0.10 | 3.08 | 1.99 | 2.43 | |
All Weather Portfolio | 5 | 30 | 55 | 15 |
7.84
|
4.93
|
4.82
|
7.34
|
0.15 | 04:00PM, Mar 28 2024 | 2.23 | 0.44 | 11.39 | 10.18 | 8.27 | 7.40 | 0.69 | 0.48 | 0.58 | 0.99 | -20.58 | -20.58 | -20.58 | 0.24 | 0.23 | 0.36 | 9.16 | 6.83 | 4.35 |
-0.09
|
9.94
|
-18.39
|
8.27
|
0.16 | 2.60 | 1.36 | 1.13 | |
Gone Fishin' Portfolio | 10 | 65 | 30 | 5 |
10.83
|
5.93
|
5.52
|
7.31
|
0.13 | 04:00PM, Mar 28 2024 | 2.62 | 2.17 | 11.74 | 13.79 | 11.30 | 12.06 | 0.92 | 0.43 | 0.49 | 0.61 | -21.98 | -21.98 | -43.02 | 0.27 | 0.25 | 0.17 | 8.35 | 6.41 | 8.24 |
0.68
|
13.45
|
-15.58
|
11.58
|
0.08 | 2.93 | 2.48 | 2.60 | |
Five Asset | 6 | 60 | 20 | 20 |
9.48
|
7.18
|
5.25
|
7.30
|
0.36 | 04:00PM, Mar 28 2024 | 2.54 | 1.55 | 10.52 | 13.45 | 11.03 | 11.29 | 0.90 | 0.53 | 0.48 | 0.65 | -19.30 | -19.30 | -44.75 | 0.37 | 0.27 | 0.16 | 6.52 | 5.60 | 8.26 |
0.62
|
10.78
|
-11.00
|
22.77
|
0.05 | 3.58 | 1.88 | 2.16 | |
Sheltered Sam 60/40 | 12 | 58.2 | 40 | 1.8 |
9.32
|
6.10
|
5.60
|
7.28
|
0.11 | 04:00PM, Mar 28 2024 | 2.37 | 1.65 | 9.58 | 11.25 | 9.20 | 9.24 | 0.97 | 0.54 | 0.61 | 0.79 | -16.49 | -16.49 | -34.12 | 0.37 | 0.34 | 0.21 | 5.86 | 4.47 | 5.85 |
0.90
|
10.82
|
-10.58
|
14.69
|
0.07 | 2.75 | 2.45 | 2.23 | |
Edge Select Moderate | 12 | 53 | 47 | 0 |
15.26
|
6.76
|
6.14
|
7.27
|
-0.05 | 04:00PM, Mar 28 2024 | 2.03 | 1.87 | 10.24 | 11.49 | 9.30 | 8.96 | 1.49 | 0.59 | 0.66 | 0.81 | -20.56 | -20.56 | -29.58 | 0.33 | 0.30 | 0.25 | 7.56 | 5.62 | 5.97 |
1.73
|
16.31
|
-16.06
|
9.66
|
0.15 | 2.93 | 1.86 | 1.77 | |
Marc Faber Portfolio | 6 | 50 | 25 | 25 |
10.11
|
6.35
|
5.34
|
7.25
|
0.44 | 04:00PM, Mar 28 2024 | 3.39 | 1.33 | 10.62 | 11.75 | 9.71 | 9.66 | 0.95 | 0.54 | 0.55 | 0.75 | -19.93 | -19.93 | -28.82 | 0.32 | 0.27 | 0.25 | 7.40 | 5.75 | 5.39 |
-0.39
|
12.80
|
-14.67
|
12.98
|
0.07 | 2.51 | 1.71 | 1.94 | |
Five Fold | 5 | 60 | 40 | 0 |
10.77
|
5.59
|
5.50
|
7.25
|
0.13 | 04:00PM, Mar 28 2024 | 1.82 | 1.77 | 10.78 | 12.19 | 9.89 | 9.75 | 1.00 | 0.46 | 0.56 | 0.74 | -21.60 | -21.60 | -37.94 | 0.26 | 0.25 | 0.19 | 8.76 | 6.43 | 6.77 |
0.58
|
13.15
|
-17.44
|
15.57
|
0.03 | 3.46 | 2.79 | 3.25 | |
Pinwheel | 8 | 65 | 25 | 10 |
10.05
|
6.08
|
5.40
|
7.20
|
0.26 | 04:00PM, Mar 28 2024 | 2.69 | 2.07 | 11.05 | 12.31 | 10.11 | 10.50 | 0.91 | 0.49 | 0.53 | 0.69 | -19.49 | -19.49 | -36.89 | 0.31 | 0.28 | 0.20 | 7.08 | 5.41 | 6.58 |
0.33
|
13.21
|
-13.57
|
13.53
|
0.08 | 2.74 | 1.60 | 1.79 | |
Margaritaville | 3 | 67 | 33 | 0 |
14.54
|
7.48
|
6.19
|
7.20
|
0.02 | 04:00PM, Mar 28 2024 | 2.30 | 2.50 | 10.54 | 12.99 | 10.70 | 10.82 | 1.38 | 0.58 | 0.58 | 0.67 | -21.96 | -21.96 | -38.70 | 0.34 | 0.28 | 0.19 | 7.84 | 6.10 | 8.26 |
2.45
|
15.17
|
-16.10
|
13.33
|
0.00 | 2.77 | 3.25 | 3.04 | |
Robo Advisor 50 | 10 | 49.9 | 50.1 | 0 |
11.06
|
4.75
|
4.88
|
7.19
|
-0.03 | 04:00PM, Mar 28 2024 | 2.29 | 1.72 | 9.82 | 11.36 | 9.11 | 9.28 | 1.13 | 0.42 | 0.54 | 0.77 | -20.25 | -20.25 | -30.72 | 0.23 | 0.24 | 0.23 | 7.65 | 5.74 | 5.71 |
1.00
|
12.47
|
-14.79
|
7.95
|
0.12 | 3.32 | 2.29 | 2.80 | |
Simple and Cheap | 5 | 60 | 40 | 0 |
13.19
|
6.17
|
5.90
|
7.16
|
0.03 | 04:00PM, Mar 28 2024 | 2.01 | 1.97 | 10.81 | 12.08 | 9.73 | 9.42 | 1.22 | 0.51 | 0.61 | 0.76 | -21.27 | -21.27 | -34.84 | 0.29 | 0.28 | 0.21 | 8.27 | 6.08 | 6.64 |
1.35
|
14.67
|
-16.81
|
12.62
|
0.10 | 3.15 | 2.00 | 2.43 | |
Nano Portfolio | 5 | 60 | 40 | 0 |
10.49
|
5.80
|
5.37
|
7.14
|
0.09 | 04:00PM, Mar 28 2024 | 1.77 | 1.57 | 11.17 | 12.41 | 10.01 | 9.67 | 0.94 | 0.47 | 0.54 | 0.74 | -22.12 | -22.12 | -36.66 | 0.26 | 0.24 | 0.19 | 8.76 | 6.42 | 6.64 |
0.71
|
12.98
|
-17.26
|
16.29
|
0.06 | 3.11 | 2.90 | 3.03 | |
Gretchen Tai Portfolio | 9 | 70 | 30 | 0 |
13.06
|
6.27
|
5.77
|
7.11
|
0.02 | 04:00PM, Mar 28 2024 | 2.46 | 2.33 | 11.94 | 13.95 | 11.42 | 11.65 | 1.09 | 0.45 | 0.51 | 0.61 | -23.59 | -23.59 | -41.80 | 0.27 | 0.24 | 0.17 | 8.86 | 6.80 | 8.91 |
1.47
|
15.12
|
-17.30
|
12.15
|
0.08 | 3.10 | 2.43 | 2.69 | |
LifeStrategy Moderate Growth | 4 | 60 | 40 | 0 |
15.10
|
6.72
|
6.13
|
7.06
|
-0.04 | 04:00PM, Mar 28 2024 | 2.22 | 2.23 | 10.31 | 11.98 | 9.70 | 9.53 | 1.46 | 0.56 | 0.63 | 0.74 | -20.84 | -20.84 | -33.52 | 0.32 | 0.29 | 0.21 | 7.69 | 5.74 | 7.18 |
2.12
|
15.75
|
-15.97
|
10.43
|
0.10 | 3.01 | 1.88 | 2.33 | |
Simple Money Portfolio | 7 | 60 | 40 | 0 |
8.17
|
4.82
|
4.61
|
7.04
|
-0.07 | 04:00PM, Mar 28 2024 | 2.41 | 0.91 | 10.24 | 11.62 | 9.39 | 9.11 | 0.80 | 0.41 | 0.49 | 0.77 | -18.44 | -18.44 | -32.39 | 0.26 | 0.25 | 0.22 | 6.56 | 4.98 | 5.69 |
-0.03
|
11.54
|
-11.48
|
10.46
|
0.10 | 2.78 | 1.76 | 1.99 | |
Sandwich Portfolio | 8 | 55 | 45 | 0 |
10.35
|
5.12
|
5.04
|
7.03
|
-0.05 | 04:00PM, Mar 28 2024 | 1.74 | 1.45 | 9.44 | 10.36 | 8.43 | 8.32 | 1.10 | 0.49 | 0.60 | 0.85 | -19.10 | -19.10 | -28.96 | 0.27 | 0.26 | 0.24 | 7.41 | 5.45 | 5.22 |
0.74
|
12.05
|
-14.72
|
9.88
|
0.12 | 2.61 | 1.48 | 1.55 | |
Stocks/Bonds 40/60 | 2 | 40 | 60 | 0 |
13.37
|
6.01
|
5.74
|
7.00
|
-0.05 | 04:00PM, Mar 28 2024 | 1.67 | 1.32 | 9.24 | 9.87 | 7.77 | 6.99 | 1.45 | 0.61 | 0.74 | 1.00 | -18.63 | -18.63 | -19.17 | 0.32 | 0.31 | 0.37 | 7.42 | 5.36 | 4.22 |
1.67
|
13.67
|
-15.67
|
9.15
|
0.17 | 2.64 | 1.87 | 1.84 | |
PISI Portfolio | 4 | 30 | 60 | 10 |
10.87
|
5.25
|
4.89
|
7.00
|
0.09 | 04:00PM, Mar 28 2024 | 2.26 | 0.42 | 9.14 | 8.95 | 7.09 | 6.48 | 1.19 | 0.59 | 0.69 | 1.08 | -18.36 | -18.36 | -18.36 | 0.29 | 0.27 | 0.38 | 7.32 | 5.31 | 3.50 |
0.60
|
11.85
|
-15.32
|
5.44
|
0.16 | 2.45 | 1.47 | 1.08 | |
One-Decision Portfolio | 5 | 50 | 50 | 0 |
9.54
|
5.81
|
5.66
|
6.99
|
0.16 | 04:00PM, Mar 28 2024 | 1.64 | 1.43 | 10.27 | 10.91 | 8.92 | 8.42 | 0.93 | 0.53 | 0.63 | 0.83 | -16.74 | -16.74 | -31.96 | 0.35 | 0.34 | 0.22 | 6.64 | 4.91 | 5.55 |
0.21
|
12.43
|
-13.18
|
16.51
|
0.20 | 3.73 | 1.90 | 1.66 | |
Coward's Portfolio | 9 | 60 | 40 | 0 |
10.08
|
5.97
|
5.61
|
6.99
|
0.06 | 04:00PM, Mar 28 2024 | 2.09 | 1.97 | 9.51 | 11.00 | 9.09 | 9.11 | 1.06 | 0.54 | 0.62 | 0.77 | -15.87 | -15.87 | -32.68 | 0.38 | 0.35 | 0.21 | 5.83 | 4.46 | 5.83 |
1.11
|
11.70
|
-10.59
|
13.60
|
0.12 | 2.71 | 1.61 | 1.49 | |
Dynamic 60/40 Income | 5 | 60 | 40 | 0 |
10.32
|
5.29
|
5.40
|
6.98
|
-0.01 | 04:00PM, Mar 28 2024 | 1.22 | 1.62 | 9.70 | 11.47 | 9.17 | 9.36 | 1.06 | 0.46 | 0.59 | 0.75 | -18.21 | -18.21 | -41.44 | 0.29 | 0.30 | 0.17 | 7.99 | 5.81 | 6.70 |
1.48
|
12.28
|
-15.89
|
15.27
|
0.27 | 4.47 | 2.82 | 2.81 | |
Dynamic 40/60 Income | 5 | 40 | 60 | 0 |
11.29
|
4.31
|
4.54
|
6.97
|
-0.24 | 04:00PM, Mar 28 2024 | 1.40 | 1.39 | 7.78 | 10.03 | 7.79 | 8.12 | 1.45 | 0.43 | 0.58 | 0.86 | -17.33 | -17.33 | -29.84 | 0.25 | 0.26 | 0.23 | 7.23 | 5.24 | 4.87 |
2.02
|
11.97
|
-14.37
|
6.72
|
0.35 | 4.63 | 3.06 | 2.85 | |
European Stocks | 1 | 100 | 0 | 0 |
12.91
|
7.52
|
4.24
|
6.89
|
-0.18 | 04:00PM, Mar 28 2024 | 3.82 | 2.40 | 15.46 | 20.28 | 16.82 | 17.88 | 0.84 | 0.37 | 0.25 | 0.39 | -30.98 | -30.98 | -59.77 | 0.24 | 0.14 | 0.12 | 10.59 | 10.63 | 18.64 |
1.15
|
20.21
|
-16.00
|
16.88
|
0.00 | 3.70 | 2.67 | 3.49 | |
Ivy Portfolio | 5 | 60 | 20 | 20 |
10.79
|
6.97
|
4.65
|
6.89
|
0.33 | 04:00PM, Mar 28 2024 | 2.53 | 1.98 | 10.49 | 14.06 | 11.53 | 11.58 | 1.03 | 0.50 | 0.40 | 0.60 | -21.77 | -21.77 | -47.39 | 0.32 | 0.21 | 0.15 | 7.15 | 6.58 | 9.24 |
1.70
|
10.72
|
-10.08
|
22.27
|
0.06 | 2.61 | 1.79 | 2.07 | |
Global Market Portfolio | 8 | 45 | 55 | 0 |
10.19
|
4.35
|
4.86
|
6.89
|
-0.01 | 04:00PM, Mar 28 2024 | 2.00 | 0.97 | 11.50 | 11.31 | 9.04 | 8.28 | 0.89 | 0.38 | 0.54 | 0.83 | -23.10 | -23.10 | -25.90 | 0.19 | 0.21 | 0.27 | 9.73 | 7.13 | 5.52 |
0.03
|
12.57
|
-19.25
|
7.49
|
0.15 | 3.52 | 2.08 | 2.43 | |
Big Rocks Portfolio | 11 | 60 | 40 | 0 |
8.37
|
5.29
|
5.09
|
6.88
|
0.08 | 04:00PM, Mar 28 2024 | 2.13 | 1.60 | 9.83 | 11.22 | 9.24 | 9.17 | 0.85 | 0.47 | 0.55 | 0.75 | -15.71 | -15.71 | -33.80 | 0.34 | 0.32 | 0.20 | 6.00 | 4.58 | 5.95 |
0.42
|
11.05
|
-10.13
|
13.59
|
0.12 | 2.88 | 1.75 | 1.65 | |
Simplified Permanent Portfolio | 3 | 25 | 50 | 25 |
10.59
|
5.74
|
4.68
|
6.85
|
0.29 | 04:00PM, Mar 28 2024 | 3.26 | 0.41 | 8.55 | 8.65 | 7.18 | 6.88 | 1.24 | 0.66 | 0.65 | 1.00 | -16.43 | -16.43 | -16.43 | 0.35 | 0.28 | 0.42 | 5.94 | 4.55 | 3.19 |
0.37
|
11.51
|
-12.67
|
3.72
|
0.12 | 1.94 | 1.14 | 0.78 | |
Ultimate Buy&Hold | 12 | 60 | 40 | 0 |
7.62
|
4.45
|
4.42
|
6.84
|
0.03 | 04:00PM, Mar 28 2024 | 2.08 | 1.17 | 10.22 | 11.40 | 9.30 | 9.28 | 0.75 | 0.39 | 0.47 | 0.74 | -18.44 | -18.44 | -34.23 | 0.24 | 0.24 | 0.20 | 7.01 | 5.31 | 6.04 |
-0.03
|
10.81
|
-12.51
|
11.49
|
0.08 | 2.95 | 2.37 | 2.22 | |
GAA Global Asset Allocation | 10 | 40.5 | 49.5 | 10 |
10.27
|
5.04
|
4.60
|
6.82
|
0.05 | 04:00PM, Mar 28 2024 | 2.38 | 0.89 | 10.55 | 10.91 | 8.72 | 8.05 | 0.97 | 0.46 | 0.53 | 0.85 | -20.65 | -20.65 | -24.91 | 0.24 | 0.22 | 0.27 | 8.07 | 6.04 | 4.92 |
0.30
|
12.13
|
-16.44
|
8.69
|
0.14 | 3.16 | 1.84 | 2.20 | |
Sheltered Sam 50/50 | 12 | 48.5 | 50 | 1.5 |
8.30
|
5.37
|
4.90
|
6.77
|
0.09 | 04:00PM, Mar 28 2024 | 2.05 | 1.26 | 8.34 | 9.65 | 7.85 | 7.82 | 1.00 | 0.56 | 0.62 | 0.87 | -15.17 | -15.17 | -28.23 | 0.35 | 0.32 | 0.24 | 5.35 | 4.04 | 4.66 |
0.69
|
9.63
|
-10.08
|
12.55
|
0.09 | 2.78 | 2.56 | 2.18 | |
Ideal Index | 7 | 70 | 30 | 0 |
9.67
|
5.77
|
5.35
|
6.70
|
0.11 | 04:00PM, Mar 28 2024 | 2.38 | 2.13 | 10.88 | 12.58 | 10.39 | 10.68 | 0.89 | 0.46 | 0.51 | 0.63 | -18.25 | -18.25 | -40.11 | 0.32 | 0.29 | 0.17 | 6.91 | 5.34 | 7.58 |
0.80
|
12.04
|
-11.91
|
13.98
|
0.09 | 3.01 | 1.88 | 1.94 | |
Four Square | 4 | 50 | 50 | 0 |
12.46
|
5.72
|
5.19
|
6.69
|
-0.01 | 04:00PM, Mar 28 2024 | 2.00 | 1.73 | 8.95 | 10.59 | 8.56 | 8.44 | 1.39 | 0.54 | 0.61 | 0.79 | -19.67 | -19.67 | -29.95 | 0.29 | 0.26 | 0.22 | 7.26 | 5.44 | 5.64 |
1.52
|
13.49
|
-15.24
|
9.33
|
0.04 | 3.25 | 2.78 | 3.18 | |
7Twelve Portfolio | 9 | 50 | 33.3 | 16.7 |
8.60
|
5.79
|
3.93
|
6.63
|
0.25 | 04:00PM, Mar 28 2024 | 2.33 | 1.69 | 8.93 | 11.59 | 9.61 | 9.77 | 0.96 | 0.50 | 0.41 | 0.68 | -17.90 | -17.90 | -37.96 | 0.32 | 0.22 | 0.17 | 5.64 | 5.59 | 7.04 |
1.39
|
8.77
|
-7.91
|
16.41
|
0.10 | 2.33 | 1.32 | 1.33 | |
Ulcer Free Strategy | 5 | 7 | 82 | 11 |
8.84
|
4.14
|
4.14
|
6.61
|
0.04 | 04:00PM, Mar 28 2024 | 1.96 | -0.34 | 7.41 | 7.43 | 5.93 | 5.50 | 1.19 | 0.56 | 0.70 | 1.20 | -17.05 | -17.05 | -17.05 | 0.24 | 0.24 | 0.39 | 7.38 | 5.32 | 3.46 |
-0.74
|
11.49
|
-14.78
|
-0.14
|
0.16 | 2.97 | 1.27 | 1.79 | |
Desert Portfolio | 3 | 30 | 60 | 10 |
11.74
|
5.56
|
4.76
|
6.60
|
0.06 | 04:00PM, Mar 28 2024 | 1.99 | 0.82 | 6.91 | 7.26 | 5.78 | 5.50 | 1.70 | 0.77 | 0.82 | 1.20 | -14.72 | -14.72 | -14.72 | 0.38 | 0.32 | 0.45 | 5.31 | 3.85 | 2.66 |
1.20
|
11.64
|
-11.64
|
5.76
|
0.15 | 2.00 | 1.14 | 0.88 | |
Edge Select Moderately Conservative | 12 | 37 | 63 | 0 |
12.49
|
5.11
|
4.92
|
6.56
|
-0.09 | 04:00PM, Mar 28 2024 | 1.70 | 0.97 | 8.97 | 9.42 | 7.47 | 6.85 | 1.39 | 0.54 | 0.66 | 0.96 | -18.53 | -18.53 | -20.48 | 0.28 | 0.27 | 0.32 | 7.04 | 5.13 | 4.13 |
0.89
|
13.70
|
-14.91
|
6.44
|
0.19 | 3.22 | 1.88 | 1.84 | |
Rob Arnott Portfolio | 8 | 30 | 60 | 10 |
6.79
|
4.16
|
3.85
|
6.50
|
0.12 | 04:00PM, Mar 28 2024 | 1.83 | 0.06 | 9.43 | 9.68 | 7.74 | 7.22 | 0.72 | 0.43 | 0.50 | 0.90 | -17.86 | -17.86 | -24.27 | 0.23 | 0.22 | 0.27 | 7.41 | 5.51 | 4.61 |
-0.70
|
9.08
|
-14.81
|
11.04
|
0.14 | 3.83 | 2.31 | 2.57 | |
High Yield Bonds Income | 4 | 0 | 100 | 0 |
8.92
|
1.94
|
2.90
|
6.50
|
-0.19 | 04:00PM, Mar 28 2024 | 1.56 | -0.33 | 9.24 | 11.13 | 8.74 | 8.82 | 0.97 | 0.17 | 0.33 | 0.74 | -21.84 | -21.84 | -23.97 | 0.09 | 0.13 | 0.27 | 9.53 | 7.02 | 5.11 |
-0.74
|
11.21
|
-16.88
|
0.88
|
0.47 | 5.80 | 4.25 | 3.76 | |
Andrew Tobias Portfolio | 3 | 66.7 | 33.3 | 0 |
15.82
|
7.46
|
5.94
|
6.49
|
-0.07 | 04:00PM, Mar 28 2024 | 2.21 | 2.64 | 9.42 | 11.77 | 9.75 | 9.95 | 1.68 | 0.63 | 0.61 | 0.65 | -18.85 | -18.85 | -36.42 | 0.40 | 0.32 | 0.18 | 6.33 | 4.97 | 8.57 |
2.98
|
16.14
|
-12.58
|
12.14
|
0.10 | 2.77 | 1.61 | 1.80 | |
All Country World 80/20 | 4 | 80 | 20 | 0 |
18.92
|
8.54
|
7.22
|
6.48
|
0.00 | 04:00PM, Mar 28 2024 | 2.77 | 3.45 | 12.01 | 15.07 | 12.39 | 12.76 | 1.57 | 0.57 | 0.58 | 0.51 | -23.52 | -23.52 | -47.32 | 0.36 | 0.31 | 0.14 | 8.51 | 6.64 | 12.53 |
3.35
|
19.08
|
-17.17
|
14.21
|
0.05 | 2.81 | 1.86 | 2.27 | |
Permanent Portfolio | 4 | 25 | 50 | 25 |
10.09
|
5.89
|
4.86
|
6.47
|
0.32 | 04:00PM, Mar 28 2024 | 3.19 | 1.02 | 8.76 | 8.60 | 7.25 | 6.59 | 1.15 | 0.68 | 0.67 | 0.98 | -15.92 | -15.92 | -15.92 | 0.37 | 0.31 | 0.41 | 5.90 | 4.70 | 3.21 |
0.48
|
11.55
|
-12.53
|
4.21
|
0.19 | 2.56 | 1.13 | 0.73 | |
All Country World Stocks | 1 | 100 | 0 | 0 |
22.34
|
10.49
|
8.47
|
6.44
|
0.04 | 04:00PM, Mar 28 2024 | 3.19 | 4.49 | 13.58 | 17.81 | 14.83 | 15.63 | 1.65 | 0.59 | 0.57 | 0.41 | -25.52 | -25.52 | -57.06 | 0.41 | 0.33 | 0.11 | 9.14 | 7.38 | 17.97 |
4.49
|
22.02
|
-18.01
|
18.27
|
0.00 | 2.51 | 1.78 | 2.13 | |
Lifepath Fund | 6 | 40.4 | 59.6 | 0 |
10.72
|
4.98
|
4.74
|
6.44
|
-0.09 | 04:00PM, Mar 28 2024 | 1.67 | 0.96 | 9.12 | 9.65 | 7.63 | 7.01 | 1.18 | 0.52 | 0.62 | 0.92 | -18.92 | -18.92 | -21.23 | 0.26 | 0.25 | 0.30 | 7.41 | 5.40 | 4.32 |
0.88
|
11.93
|
-15.14
|
8.05
|
0.15 | 2.86 | 2.36 | 2.31 | |
All Country World 60/40 | 4 | 60 | 40 | 0 |
15.51
|
6.57
|
5.92
|
6.36
|
-0.04 | 04:00PM, Mar 28 2024 | 2.36 | 2.40 | 10.48 | 12.47 | 10.07 | 10.07 | 1.48 | 0.53 | 0.59 | 0.63 | -21.52 | -21.52 | -36.70 | 0.31 | 0.28 | 0.17 | 7.98 | 6.02 | 8.07 |
2.21
|
16.14
|
-16.34
|
10.14
|
0.11 | 3.10 | 1.94 | 2.41 | |
LifeStrategy Conservative Growth | 4 | 40 | 60 | 0 |
11.52
|
4.69
|
4.66
|
6.29
|
-0.06 | 04:00PM, Mar 28 2024 | 1.79 | 1.12 | 8.83 | 9.42 | 7.43 | 6.89 | 1.30 | 0.50 | 0.63 | 0.91 | -18.57 | -18.57 | -21.90 | 0.25 | 0.25 | 0.29 | 7.23 | 5.27 | 4.41 |
0.94
|
12.64
|
-14.98
|
6.29
|
0.15 | 3.22 | 1.90 | 2.39 | |
Sheltered Sam 40/60 | 12 | 38.8 | 60 | 1.2 |
7.29
|
4.63
|
4.19
|
6.24
|
0.07 | 04:00PM, Mar 28 2024 | 1.73 | 0.88 | 7.14 | 8.09 | 6.55 | 6.46 | 1.02 | 0.57 | 0.64 | 0.97 | -13.86 | -13.86 | -22.05 | 0.33 | 0.30 | 0.28 | 4.90 | 3.66 | 3.60 |
0.49
|
8.44
|
-9.58
|
10.41
|
0.10 | 2.82 | 2.67 | 2.12 | |
Stocks/Bonds 20/80 Momentum | 2 | 20 | 80 | 0 |
9.00
|
2.91
|
3.73
|
6.20
|
-0.14 | 04:00PM, Mar 28 2024 | 1.26 | 1.01 | 7.84 | 7.52 | 5.87 | 4.95 | 1.15 | 0.39 | 0.64 | 1.25 | -17.91 | -17.91 | -17.91 | 0.16 | 0.21 | 0.35 | 8.62 | 6.17 | 3.76 |
2.01
|
6.16
|
-14.14
|
1.18
|
0.23 | 2.85 | 2.07 | 1.77 | |
All Country World 40/60 | 4 | 40 | 60 | 0 |
12.13
|
4.57
|
4.59
|
6.10
|
-0.08 | 04:00PM, Mar 28 2024 | 1.95 | 1.35 | 9.02 | 10.05 | 7.92 | 7.62 | 1.34 | 0.45 | 0.58 | 0.80 | -19.52 | -19.52 | -25.16 | 0.23 | 0.24 | 0.24 | 7.60 | 5.57 | 4.93 |
1.06
|
13.20
|
-15.50
|
6.07
|
0.16 | 3.40 | 2.02 | 2.55 | |
Paul Boyer Portfolio | 5 | 25 | 50 | 25 |
4.54
|
3.19
|
3.16
|
6.03
|
0.40 | 04:00PM, Mar 28 2024 | 3.20 | 0.35 | 9.53 | 8.83 | 7.64 | 7.47 | 0.48 | 0.36 | 0.41 | 0.81 | -18.04 | -18.04 | -18.04 | 0.18 | 0.18 | 0.33 | 7.29 | 5.79 | 3.97 |
-1.55
|
7.92
|
-13.57
|
0.51
|
0.15 | 2.16 | 1.15 | 0.90 | |
Larry Portfolio | 4 | 30 | 70 | 0 |
3.69
|
1.85
|
2.49
|
5.83
|
-0.04 | 04:00PM, Mar 28 2024 | 1.21 | -0.25 | 7.72 | 7.07 | 5.68 | 5.55 | 0.48 | 0.26 | 0.44 | 1.05 | -15.96 | -15.96 | -15.96 | 0.12 | 0.16 | 0.37 | 6.85 | 4.96 | 3.24 |
-1.32
|
6.94
|
-11.20
|
3.41
|
0.18 | 2.45 | 1.50 | 1.20 | |
All Country World 20/80 | 4 | 20 | 80 | 0 |
8.76
|
2.53
|
3.22
|
5.70
|
-0.13 | 04:00PM, Mar 28 2024 | 1.53 | 0.30 | 7.70 | 7.94 | 6.11 | 5.63 | 1.14 | 0.32 | 0.53 | 1.01 | -17.97 | -17.97 | -17.97 | 0.14 | 0.18 | 0.32 | 7.68 | 5.51 | 3.70 |
-0.08
|
10.25
|
-14.66
|
2.00
|
0.21 | 3.70 | 2.09 | 2.69 | |
Sheltered Sam 30/70 | 12 | 29.1 | 70 | 0.9 |
6.27
|
3.88
|
3.47
|
5.68
|
0.04 | 04:00PM, Mar 28 2024 | 1.42 | 0.49 | 5.98 | 6.61 | 5.31 | 5.20 | 1.05 | 0.59 | 0.65 | 1.09 | -12.55 | -12.55 | -16.58 | 0.31 | 0.28 | 0.34 | 4.52 | 3.33 | 2.83 |
0.28
|
7.25
|
-9.07
|
8.27
|
0.12 | 2.85 | 2.77 | 2.07 | |
Stocks/Bonds 20/80 | 2 | 20 | 80 | 0 |
8.40
|
3.30
|
3.58
|
5.66
|
-0.09 | 04:00PM, Mar 28 2024 | 1.26 | -0.02 | 8.04 | 7.62 | 5.83 | 4.92 | 1.04 | 0.43 | 0.61 | 1.15 | -16.57 | -16.57 | -16.57 | 0.20 | 0.22 | 0.34 | 7.18 | 5.14 | 3.17 |
0.07
|
9.54
|
-14.39
|
3.64
|
0.23 | 2.92 | 2.05 | 1.95 | |
Gold | 1 | 0 | 0 | 100 |
11.50
|
8.83
|
4.02
|
5.46
|
1.29 | 04:00PM, Mar 28 2024 | 8.67 | 0.46 | 12.37 | 14.38 | 14.00 | 15.44 | 0.93 | 0.61 | 0.29 | 0.35 | -18.08 | -20.76 | -42.91 | 0.49 | 0.19 | 0.13 | 6.98 | 8.35 | 20.47 |
-0.97
|
12.69
|
-0.77
|
-4.15
|
0.00 | 0.00 | 0.00 | 0.00 | |
Dimensional Retirement Income Fund | 7 | 20.4 | 79.6 | 0 |
7.57
|
4.21
|
3.38
|
5.44
|
0.09 | Mar 27 2024 | 0.95 | 0.54 | 5.05 | 6.05 | 4.85 | 4.76 | 1.50 | 0.69 | 0.70 | 1.14 | -12.16 | -12.16 | -12.91 | 0.35 | 0.28 | 0.42 | 4.27 | 3.16 | 2.51 |
0.98
|
7.92
|
-9.39
|
7.04
|
0.19 | 3.64 | 4.29 | 3.41 | |
LifeStrategy Income Fund | 4 | 20 | 80 | 0 |
7.97
|
2.62
|
3.15
|
5.40
|
-0.09 | 04:00PM, Mar 28 2024 | 1.36 | 0.00 | 7.54 | 7.26 | 5.57 | 4.78 | 1.06 | 0.36 | 0.57 | 1.13 | -16.61 | -16.61 | -16.61 | 0.16 | 0.19 | 0.32 | 7.14 | 5.12 | 3.28 |
-0.23
|
9.53
|
-14.00
|
2.15
|
0.20 | 3.43 | 1.93 | 2.45 | |
Developed World ex-US 60/40 | 2 | 60 | 40 | 0 |
11.02
|
4.28
|
3.79
|
5.29
|
-0.16 | 04:00PM, Mar 28 2024 | 2.64 | 1.43 | 10.18 | 12.10 | 9.85 | 10.17 | 1.08 | 0.35 | 0.39 | 0.52 | -22.40 | -22.40 | -37.49 | 0.19 | 0.17 | 0.14 | 7.98 | 6.27 | 8.52 |
0.53
|
14.28
|
-14.32
|
6.09
|
0.07 | 4.05 | 1.98 | 3.50 | |
Eliminate Fat Tails | 4 | 30 | 70 | 0 |
4.56
|
2.95
|
2.89
|
5.29
|
0.14 | 04:00PM, Mar 28 2024 | 1.27 | 0.86 | 6.49 | 6.98 | 5.87 | 6.29 | 0.70 | 0.42 | 0.49 | 0.84 | -12.62 | -12.62 | -18.42 | 0.23 | 0.23 | 0.29 | 4.93 | 3.87 | 3.42 |
-0.15
|
6.63
|
-9.61
|
5.40
|
0.15 | 3.39 | 3.01 | 2.12 | |
Developed World ex-US 40/60 | 2 | 40 | 60 | 0 |
9.58
|
3.02
|
3.29
|
5.26
|
-0.14 | 04:00PM, Mar 28 2024 | 2.14 | 0.77 | 8.31 | 9.30 | 7.39 | 7.40 | 1.15 | 0.32 | 0.44 | 0.71 | -19.57 | -19.57 | -26.17 | 0.15 | 0.17 | 0.20 | 7.34 | 5.43 | 5.10 |
-0.02
|
12.45
|
-13.80
|
3.30
|
0.10 | 4.26 | 1.75 | 3.51 | |
Developed World ex-US 80/20 | 2 | 80 | 20 | 0 |
12.46
|
5.52
|
4.24
|
5.19
|
-0.18 | 04:00PM, Mar 28 2024 | 3.15 | 2.08 | 12.14 | 15.14 | 12.51 | 13.24 | 1.03 | 0.36 | 0.34 | 0.39 | -25.24 | -25.24 | -47.74 | 0.22 | 0.17 | 0.11 | 8.79 | 7.48 | 13.11 |
1.08
|
16.11
|
-14.84
|
8.88
|
0.03 | 3.85 | 2.20 | 3.48 | |
All Country World Bonds | 3 | 0 | 100 | 0 |
5.40
|
0.47
|
1.80
|
5.18
|
-0.17 | 04:00PM, Mar 28 2024 | 1.12 | -0.76 | 6.64 | 6.44 | 4.99 | 4.62 | 0.81 | 0.07 | 0.36 | 1.12 | -17.60 | -17.60 | -17.60 | 0.03 | 0.10 | 0.29 | 8.47 | 6.07 | 3.73 |
-1.22
|
7.31
|
-13.82
|
-2.06
|
0.27 | 4.00 | 2.17 | 2.83 | |
Edge Select Conservative | 12 | 21 | 79 | 0 |
8.31
|
3.30
|
3.33
|
5.18
|
-0.07 | 04:00PM, Mar 28 2024 | 1.35 | 0.31 | 6.11 | 6.04 | 4.72 | 4.27 | 1.36 | 0.55 | 0.71 | 1.21 | -12.44 | -12.44 | -12.44 | 0.27 | 0.27 | 0.42 | 4.57 | 3.31 | 2.36 |
0.29
|
9.20
|
-9.59
|
3.46
|
0.26 | 3.77 | 1.77 | 1.51 | |
Sheltered Sam 20/80 | 12 | 19.4 | 80 | 0.6 |
5.25
|
3.12
|
2.74
|
5.09
|
0.02 | 04:00PM, Mar 28 2024 | 1.10 | 0.11 | 4.91 | 5.24 | 4.17 | 4.12 | 1.07 | 0.59 | 0.66 | 1.24 | -11.24 | -11.24 | -11.24 | 0.28 | 0.24 | 0.45 | 4.21 | 3.07 | 2.25 |
0.08
|
6.07
|
-8.57
|
6.12
|
0.14 | 2.88 | 2.88 | 2.02 | |
Developed World ex-US 20/80 | 2 | 20 | 80 | 0 |
8.13
|
1.74
|
2.72
|
5.08
|
-0.12 | 04:00PM, Mar 28 2024 | 1.63 | 0.11 | 6.62 | 6.92 | 5.34 | 5.25 | 1.23 | 0.25 | 0.51 | 0.97 | -16.80 | -16.80 | -16.80 | 0.10 | 0.16 | 0.30 | 6.98 | 5.01 | 3.76 |
-0.57
|
10.62
|
-13.28
|
0.51
|
0.14 | 4.46 | 1.53 | 3.53 | |
Robo Advisor 20 | 12 | 19.9 | 80.1 | 0 |
7.03
|
2.58
|
2.64
|
5.04
|
-0.07 | 04:00PM, Mar 28 2024 | 1.18 | 0.41 | 5.10 | 5.33 | 4.20 | 4.15 | 1.38 | 0.48 | 0.63 | 1.21 | -12.16 | -12.16 | -12.16 | 0.21 | 0.22 | 0.41 | 4.68 | 3.40 | 2.34 |
0.25
|
7.68
|
-9.10
|
2.61
|
0.21 | 3.18 | 1.78 | 1.60 | |
US Inflation Protection | 1 | 0 | 100 | 0 |
1.82
|
2.23
|
1.77
|
4.98
|
0.04 | 04:00PM, Mar 28 2024 | 0.65 | -1.05 | 5.53 | 6.36 | 5.17 | 6.01 | 0.33 | 0.35 | 0.34 | 0.83 | -14.76 | -14.76 | -14.76 | 0.15 | 0.12 | 0.34 | 6.93 | 5.08 | 4.02 |
-0.72
|
3.27
|
-13.10
|
5.67
|
0.00 | 2.79 | 5.89 | 4.41 | |
Developed World ex-US Stocks | 1 | 100 | 0 | 0 |
13.89
|
6.75
|
4.64
|
4.92
|
-0.20 | 04:00PM, Mar 28 2024 | 3.66 | 2.74 | 14.13 | 18.35 | 15.31 | 16.50 | 0.98 | 0.37 | 0.30 | 0.30 | -28.08 | -28.08 | -57.00 | 0.24 | 0.17 | 0.09 | 9.75 | 9.15 | 18.42 |
1.63
|
17.94
|
-15.36
|
11.67
|
0.00 | 3.65 | 2.42 | 3.46 | |
Total Bond Developed World ex-US | 1 | 0 | 100 | 0 |
6.68
|
0.45
|
2.10
|
4.76
|
-0.10 | 04:00PM, Mar 28 2024 | 1.12 | -0.54 | 5.37 | 5.45 | 4.26 | 4.56 | 1.24 | 0.08 | 0.49 | 1.04 | -14.88 | -14.88 | -14.88 | 0.03 | 0.14 | 0.32 | 7.38 | 5.29 | 3.63 |
-1.12
|
8.79
|
-12.76
|
-2.28
|
0.17 | 4.66 | 1.31 | 3.55 | |
10-year Treasury | 1 | 0 | 100 | 0 |
1.36
|
-0.24
|
1.03
|
4.68
|
-0.09 | 04:00PM, Mar 28 2024 | 0.73 | -2.08 | 8.47 | 7.71 | 6.46 | 6.82 | 0.16 | -0.03 | 0.16 | 0.69 | -23.18 | -23.18 | -23.18 | -0.01 | 0.04 | 0.20 | 11.48 | 8.59 | 5.64 |
-2.01
|
3.64
|
-15.19
|
-3.33
|
0.24 | 2.97 | 1.61 | 0.80 | |
Sheltered Sam 10/90 | 12 | 9.7 | 90 | 0.3 |
4.22
|
2.34
|
2.00
|
4.48
|
0.00 | 04:00PM, Mar 28 2024 | 0.78 | -0.27 | 4.01 | 4.09 | 3.24 | 3.37 | 1.05 | 0.57 | 0.62 | 1.33 | -9.93 | -9.93 | -9.93 | 0.24 | 0.20 | 0.45 | 3.97 | 2.86 | 1.91 |
-0.13
|
4.88
|
-8.07
|
3.98
|
0.16 | 2.92 | 2.99 | 1.97 | |
Emerging Markets Stocks | 1 | 100 | 0 | 0 |
7.46
|
1.11
|
2.35
|
4.45
|
0.37 | 04:00PM, Mar 28 2024 | 2.73 | 4.17 | 15.58 | 18.89 | 17.29 | 22.53 | 0.48 | 0.06 | 0.14 | 0.20 | -36.52 | -36.52 | -60.44 | 0.03 | 0.06 | 0.07 | 17.53 | 16.91 | 21.70 |
-0.55
|
8.99
|
-20.56
|
-3.61
|
0.00 | 2.81 | 1.95 | 1.89 | |
Conservative Income | 6 | 5 | 95 | 0 |
4.27
|
1.68
|
1.91
|
4.32
|
-0.03 | 04:00PM, Mar 28 2024 | 0.75 | -0.54 | 5.24 | 4.98 | 3.94 | 3.63 | 0.81 | 0.34 | 0.48 | 1.19 | -11.50 | -11.50 | -11.50 | 0.15 | 0.17 | 0.38 | 5.07 | 3.68 | 2.37 |
-0.71
|
5.79
|
-9.97
|
2.43
|
0.27 | 3.92 | 2.82 | 2.26 | |
Total Bond US | 1 | 0 | 100 | 0 |
3.47
|
0.54
|
1.39
|
4.19
|
-0.12 | 04:00PM, Mar 28 2024 | 0.85 | -1.36 | 7.20 | 6.30 | 4.92 | 4.24 | 0.48 | 0.09 | 0.28 | 0.99 | -17.28 | -17.28 | -17.28 | 0.03 | 0.08 | 0.24 | 8.36 | 6.03 | 3.63 |
-1.53
|
5.41
|
-13.11
|
-1.86
|
0.29 | 3.20 | 2.23 | 2.06 | |
Robo Advisor 10 | 12 | 9.9 | 90.1 | 0 |
5.62
|
1.85
|
1.80
|
4.10
|
-0.07 | 04:00PM, Mar 28 2024 | 0.76 | -0.02 | 3.45 | 3.32 | 2.57 | 2.54 | 1.63 | 0.56 | 0.70 | 1.61 | -8.91 | -8.91 | -8.91 | 0.21 | 0.20 | 0.46 | 3.53 | 2.53 | 1.54 |
0.06
|
5.92
|
-6.66
|
0.88
|
0.25 | 3.07 | 1.52 | 1.05 | |
Sheltered Sam 0/100 | 2 | 0 | 100 | 0 |
3.20
|
1.56
|
1.26
|
3.85
|
-0.02 | 04:00PM, Mar 28 2024 | 0.46 | -0.65 | 3.41 | 3.37 | 2.71 | 3.19 | 0.94 | 0.46 | 0.46 | 1.21 | -8.61 | -8.61 | -8.61 | 0.18 | 0.15 | 0.45 | 3.78 | 2.74 | 1.86 |
-0.33
|
3.69
|
-7.57
|
1.84
|
0.17 | 2.95 | 3.10 | 1.92 | |
Robo Advisor 0 | 2 | 0 | 100 | 0 |
4.20
|
1.08
|
0.95
|
3.13
|
-0.08 | 04:00PM, Mar 28 2024 | 0.36 | -0.44 | 2.34 | 2.06 | 1.59 | 1.82 | 1.80 | 0.53 | 0.59 | 1.72 | -5.86 | -5.86 | -5.86 | 0.18 | 0.16 | 0.53 | 2.47 | 1.77 | 1.06 |
-0.13
|
4.15
|
-4.20
|
-0.79
|
0.28 | 2.96 | 1.27 | 0.49 | |
Short Term Treasury | 1 | 0 | 100 | 0 |
4.13
|
1.03
|
0.87
|
3.03
|
-0.06 | 04:00PM, Mar 28 2024 | 0.34 | -0.39 | 2.17 | 1.92 | 1.48 | 1.80 | 1.90 | 0.54 | 0.58 | 1.68 | -5.36 | -5.36 | -5.36 | 0.19 | 0.16 | 0.56 | 2.26 | 1.62 | 0.98 |
-0.07
|
3.97
|
-3.88
|
-0.72
|
0.29 | 3.06 | 1.24 | 0.26 | |
US Cash | 1 | 0 | 100 | 0 |
5.20
|
1.82
|
1.18
|
2.26
|
0.00 | 04:00PM, Mar 28 2024 | 0.41 | 0.44 | 0.13 | 0.58 | 0.48 | 0.64 | 38.92 | 3.13 | 2.44 | 3.55 | -0.16 | -0.22 | -0.42 | 11.06 | 5.39 | 5.38 | 0.06 | 0.08 | 0.12 |
0.87
|
4.94
|
1.40
|
-0.10
|
0.44 | 5.03 | 1.36 | 0.00 |
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
Readings that may interest you
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2024.
Current inflation (annualized) is
1Y: 3.17%
, 5Y: 4.19%
, 10Y: 2.82%
, 30Y: 2.54%
Portfolio returns are updated to 29 February 2024.
Portfolio returns are updated to 29 February 2024.
Live Mar 2024 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 29 February 2024.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 29 February 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 29 February 2024.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 29 February 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2024.
2024: 0.75%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Feb 29, 2024 |
Chg (%) |
Return (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
Ulcer Index |
YTD(%) |
Yearly Returns (%) |
||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | #ETF | Stocks | Bonds | Comm | 1Y | 3Y | 5Y ▾ | Daily | Time(ET) | Mar 2024 | Feb 2024 | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 3Y | 5Y | 3Y | 5Y | 3Y | 5Y | 2024 | 2023 | 2022 | 2021 | 2024 | 2023 | 2022 | 2021 | |
US Stocks ESG | 1 | 100 | 0 | 0 |
32.35
|
9.58
|
14.85
|
0.02 | 04:00PM, Mar 28 2024 | 2.81 | 5.39 | 14.32 | 18.48 | 18.99 | 2.26 | 0.52 | 0.78 | -27.79 | -27.79 | 0.34 | 0.53 | 13.16 | 10.72 |
6.82
|
30.80
|
-24.04
|
26.20
|
0.00 | 1.51 | 1.07 | 0.85 | |
Cape US Sector Value | 1 | 100 | 0 | 0 |
22.45
|
11.18
|
14.78
|
0.25 | 03:59PM, Mar 28 2024 | 2.38 | 4.23 | 14.51 | 18.48 | 18.89 | 1.55 | 0.60 | 0.78 | -20.07 | -21.00 | 0.56 | 0.70 | 7.47 | 6.85 |
3.09
|
27.65
|
-15.62
|
27.80
|
0.00 | 1.05 | 0.44 | 0.00 | |
Stocks/Bonds 60/40 2x Leveraged | 2 | 60 | 40 | 0 |
30.63
|
5.38
|
11.97
|
-0.09 | 04:00PM, Mar 28 2024 | 4.26 | 3.55 | 21.26 | 25.57 | 23.45 | 1.44 | 0.21 | 0.51 | -39.53 | -39.53 | 0.14 | 0.30 | 22.05 | 17.47 |
5.28
|
28.05
|
-35.46
|
33.12
|
0.00 | 1.53 | 0.31 | 0.18 | |
US Stocks Equal Weight | 1 | 100 | 0 | 0 |
13.01
|
8.43
|
11.35
|
0.35 | 04:00PM, Mar 28 2024 | 4.47 | 4.05 | 16.49 | 18.05 | 20.20 | 0.79 | 0.47 | 0.56 | -20.69 | -26.65 | 0.41 | 0.43 | 7.95 | 7.93 |
3.16
|
13.70
|
-11.62
|
29.41
|
0.00 | 1.84 | 1.59 | 1.64 | |
Stocks/Bonds 60/40 with Bitcoin | 3 | 59 | 39 | 2 |
21.22
|
5.36
|
10.63
|
0.03 | 08:58PM, Mar 28 2024 | 2.31 | 3.46 | 10.76 | 13.25 | 13.29 | 1.97 | 0.40 | 0.80 | -21.45 | -21.45 | 0.25 | 0.50 | 10.05 | 8.06 |
4.08
|
20.55
|
-17.90
|
15.60
|
0.11 | 2.31 | 1.65 | 1.69 | |
Stocks/Bonds 60/40 ESG | 2 | 60 | 40 | 0 |
20.61
|
4.80
|
9.30
|
0.01 | 04:00PM, Mar 28 2024 | 2.00 | 2.79 | 11.10 | 13.27 | 12.65 | 1.86 | 0.36 | 0.74 | -22.44 | -22.44 | 0.21 | 0.41 | 11.12 | 8.82 |
3.48
|
20.65
|
-19.58
|
14.84
|
0.11 | 2.14 | 1.62 | 1.30 | |
Developed World ex-US Stocks Momentum | 1 | 100 | 0 | 0 |
20.62
|
3.37
|
8.78
|
-0.33 | 04:00PM, Mar 28 2024 | 5.32 | 5.40 | 13.51 | 16.34 | 15.93 | 1.53 | 0.21 | 0.55 | -28.57 | -28.57 | 0.12 | 0.31 | 12.09 | 9.80 |
8.63
|
13.91
|
-16.80
|
6.60
|
0.00 | 2.56 | 2.19 | 5.51 | |
Stocks/Bonds 40/60 with Bitcoin | 3 | 39 | 59 | 2 |
16.18
|
2.81
|
8.00
|
-0.01 | 08:58PM, Mar 28 2024 | 1.90 | 2.13 | 9.36 | 11.03 | 10.61 | 1.73 | 0.26 | 0.75 | -19.39 | -19.39 | 0.15 | 0.41 | 9.62 | 7.59 |
2.48
|
16.42
|
-16.62
|
10.09
|
0.17 | 2.59 | 1.83 | 1.80 | |
Golden Butterfly with Bitcoin | 6 | 40 | 40 | 20 |
10.77
|
2.31
|
7.95
|
0.33 | 08:58PM, Mar 28 2024 | 3.31 | 1.97 | 11.09 | 11.47 | 11.02 | 0.97 | 0.20 | 0.72 | -18.74 | -18.74 | 0.12 | 0.42 | 8.55 | 6.76 |
0.43
|
14.80
|
-14.60
|
10.61
|
0.12 | 1.98 | 1.13 | 1.03 | |
Permanent Portfolio with Bitcoin | 5 | 25 | 50 | 25 |
12.96
|
2.68
|
7.84
|
0.33 | 08:58PM, Mar 28 2024 | 3.28 | 1.87 | 9.18 | 9.75 | 9.32 | 1.41 | 0.27 | 0.84 | -16.88 | -16.88 | 0.16 | 0.46 | 7.87 | 6.18 |
1.36
|
14.36
|
-13.79
|
5.47
|
0.19 | 2.56 | 1.13 | 0.73 | |
Desert Portfolio with Bitcoin | 4 | 30 | 60 | 10 |
14.64
|
2.76
|
7.53
|
0.07 | 08:58PM, Mar 28 2024 | 2.09 | 1.66 | 7.26 | 8.67 | 8.14 | 2.02 | 0.32 | 0.93 | -15.73 | -15.73 | 0.18 | 0.48 | 7.25 | 5.69 |
2.08
|
14.46
|
-12.90
|
7.03
|
0.15 | 2.00 | 1.14 | 0.88 | |
Ark Tech Portfolio | 4 | 100 | 0 | 0 |
26.30
|
-21.49
|
7.09
|
0.27 | 04:00PM, Mar 28 2024 | -1.55 | 10.54 | 40.48 | 38.12 | 37.99 | 0.65 | -0.56 | 0.19 | -68.41 | -69.47 | -0.31 | 0.10 | 48.58 | 39.00 |
-1.63
|
55.71
|
-58.78
|
-18.06
|
0.00 | 0.29 | 0.00 | 1.03 | |
Stocks/Bonds 40/60 2x Leveraged | 2 | 40 | 60 | 0 |
18.45
|
-0.51
|
6.98
|
-0.10 | 04:00PM, Mar 28 2024 | 3.38 | 0.34 | 19.16 | 21.61 | 18.46 | 0.96 | -0.02 | 0.38 | -36.46 | -36.46 | -0.01 | 0.19 | 22.07 | 17.25 |
1.60
|
18.74
|
-33.70
|
19.46
|
0.00 | 2.16 | 0.32 | 0.18 | |
All Weather Portfolio 2x Leveraged | 5 | 37.5 | 55 | 7.5 |
9.07
|
-0.58
|
6.87
|
0.26 | 04:00PM, Mar 28 2024 | 5.32 | 0.69 | 23.79 | 25.23 | 21.65 | 0.38 | -0.02 | 0.32 | -37.02 | -37.02 | -0.02 | 0.19 | 20.28 | 15.95 |
-1.19
|
12.72
|
-29.60
|
19.72
|
0.00 | 1.97 | 0.42 | 0.32 | |
All Weather Portfolio with Bitcoin | 6 | 30 | 55 | 15 |
10.84
|
0.39
|
6.81
|
0.16 | 08:58PM, Mar 28 2024 | 2.37 | 1.31 | 11.68 | 12.19 | 10.92 | 0.93 | 0.03 | 0.62 | -21.81 | -21.81 | 0.02 | 0.31 | 12.22 | 9.54 |
0.78
|
12.94
|
-19.84
|
9.08
|
0.16 | 2.56 | 1.35 | 1.13 | |
Simplified Permanent Portfolio 2x Leveraged | 3 | 25 | 50 | 25 |
14.06
|
-0.55
|
6.78
|
0.57 | 04:00PM, Mar 28 2024 | 6.62 | -0.53 | 17.10 | 18.87 | 16.94 | 0.82 | -0.03 | 0.40 | -31.96 | -31.96 | -0.02 | 0.21 | 17.53 | 13.82 |
-0.59
|
15.62
|
-26.74
|
8.10
|
0.00 | 1.78 | 0.24 | 0.14 | |
Talmud Portfolio 2x Leveraged | 3 | 66.7 | 33.3 | 0 |
15.90
|
2.08
|
6.64
|
0.43 | 04:00PM, Mar 28 2024 | 3.46 | 2.73 | 24.88 | 28.93 | 26.04 | 0.64 | 0.07 | 0.25 | -44.36 | -44.36 | 0.05 | 0.15 | 27.17 | 21.84 |
0.20
|
19.47
|
-39.60
|
46.68
|
0.00 | 1.72 | 0.42 | 0.24 | |
Golden Butterfly 2x Leveraged | 4 | 40 | 40 | 20 |
11.28
|
-1.33
|
6.41
|
0.76 | 04:00PM, Mar 28 2024 | 6.45 | 0.65 | 19.17 | 21.01 | 19.09 | 0.59 | -0.06 | 0.34 | -34.50 | -34.50 | -0.04 | 0.19 | 19.19 | 15.11 |
-1.20
|
16.76
|
-28.62
|
16.84
|
0.00 | 1.63 | 0.25 | 0.11 | |
Stocks/Bonds 40/60 ESG | 2 | 40 | 60 | 0 |
14.81
|
2.22
|
6.40
|
0.01 | 04:00PM, Mar 28 2024 | 1.59 | 1.48 | 9.57 | 10.86 | 9.81 | 1.55 | 0.20 | 0.65 | -19.76 | -19.76 | 0.11 | 0.32 | 10.23 | 8.03 |
1.81
|
15.57
|
-17.35
|
9.16
|
0.16 | 2.46 | 1.89 | 1.53 | |
Desert Portfolio 2x Leveraged | 3 | 30 | 60 | 10 |
14.31
|
-1.71
|
5.90
|
0.17 | 04:00PM, Mar 28 2024 | 4.50 | -0.66 | 17.73 | 19.51 | 16.72 | 0.81 | -0.09 | 0.35 | -34.04 | -34.04 | -0.05 | 0.17 | 20.27 | 15.85 |
-0.01
|
15.63
|
-30.56
|
12.18
|
0.00 | 2.13 | 0.29 | 0.17 | |
Developed World ex-US 60/40 Momentum | 2 | 60 | 40 | 0 |
14.98
|
1.23
|
5.52
|
-0.24 | 04:00PM, Mar 28 2024 | 3.64 | 3.08 | 9.37 | 11.38 | 10.82 | 1.60 | 0.11 | 0.51 | -22.23 | -22.23 | 0.06 | 0.25 | 10.13 | 8.08 |
4.73
|
11.86
|
-15.18
|
3.05
|
0.07 | 3.40 | 1.84 | 4.73 | |
Developed World ex-US 40/60 Momentum | 2 | 40 | 60 | 0 |
12.20
|
0.14
|
3.85
|
-0.19 | 04:00PM, Mar 28 2024 | 2.80 | 1.89 | 7.54 | 9.16 | 8.52 | 1.62 | 0.02 | 0.45 | -19.40 | -19.40 | 0.01 | 0.20 | 9.51 | 7.51 |
2.78
|
10.84
|
-14.37
|
1.27
|
0.10 | 3.82 | 1.66 | 4.33 |
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
Readings that may interest you