Data Source: from November 2014 to February 2023 (~8 years)
Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023
Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.67%
1 Day
Mar 20 2023
3.36%
Current Month
March 2023
The Cathie Wood Ark Tech Portfolio is a Very High Risk portfolio and can be implemented with 4 ETFs.
It's exposed for 100% on the Stock Market.
In the last 5 Years, the Cathie Wood Ark Tech Portfolio obtained a 4.73% compound annual return, with a 35.74% standard deviation.
Asset Allocation and ETFs
The Cathie Wood Ark Tech Portfolio has the following asset allocation:
The Cathie Wood Ark Tech Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 25.00 % | ARKK | ARK Innovation ETF | Equity, U.S., Growth | |
| 25.00 % | ARKQ | ARK Autonomous Technology & Robotics ETF | Equity, Developed Markets, Growth | |
| 25.00 % | ARKW | ARK Next Generation Internet ETF | Equity, U.S., Large Cap, Growth | |
| 25.00 % | ARKG | ARK Genomic Revolution ETF | Equity, U.S., Growth |
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.
Portfolio and ETF Returns as of Feb 28, 2023
The Cathie Wood Ark Tech Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
CATHIE WOOD ARK TECH PORTFOLIO RETURNS
Consolidated returns as of 28 February 2023
Live Update: Mar 20 2023
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Feb 28, 2023 |
||||||
|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Mar 2023 | 1M | 6M | 1Y | 5Y |
MAX
(~8Y) |
|
| Cathie Wood Ark Tech Portfolio | -0.67 | -3.36 | -1.95 | -6.16 | -36.48 | 4.73 | 11.36 | |
| US Inflation Adjusted return | -2.50 | -7.61 | -40.10 | 0.84 | 8.24 | |||
| Components | ||||||||
|
ARKK ARK Innovation ETF |
-1.19 | Mar 20 2023 | -3.53 | -0.78 | -5.40 | -43.78 | 0.56 | 9.54 |
|
ARKQ ARK Autonomous Technology & Robotics ETF |
0.28 | Mar 20 2023 | -3.75 | 1.01 | -5.58 | -26.14 | 8.23 | 12.30 |
|
ARKW ARK Next Generation Internet ETF |
-0.88 | Mar 20 2023 | 0.69 | 1.55 | -1.75 | -43.21 | 2.88 | 14.43 |
|
ARKG ARK Genomic Revolution ETF |
-0.88 | Mar 20 2023 | -6.85 | -9.94 | -14.48 | -37.27 | 3.57 | 6.06 |
Returns over 1 year are annualized | Available data source: since Nov 2014
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Feb 2023. Current inflation (annualized) is 1Y: 6.04% , 5Y: 3.86%
Live update: World Markets and Indexes
Portfolio Metrics as of Feb 28, 2023
Metrics of Cathie Wood Ark Tech Portfolio, updated as of 28 February 2023.
Portfolio metrics are calculated based on monthly returns, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
CATHIE WOOD ARK TECH PORTFOLIO
Portfolio Metrics
Data Source: 1 November 2014 - 28 February 2023 (~8 years)
Swipe left to see all data
| Metrics as of Feb 28, 2023 | |||||||
|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y |
MAX
(~8Y) |
|
| Portfolio Return (%) |
-1.95 | 5.07 | -6.16 | -36.48 | -0.67 | 4.73 | 11.36 |
| US Inflation (%) | 0.56 | 1.05 | 1.58 | 6.04 | 5.16 | 3.86 | 2.88 |
| Infl. Adjusted Return (%) |
-2.50 | 3.98 | -7.61 | -40.10 | -5.54 | 0.84 | 8.24 |
| Returns / Inflation rates over 1 year are annualized. | |||||||
| RISK INDICATORS | |||||||
| Standard Deviation (%) | 40.83 | 40.65 | 35.74 | 30.25 | |||
| Sharpe Ratio | -0.94 | -0.03 | 0.10 | 0.24 | |||
| Sortino Ratio | -1.51 | -0.05 | 0.15 | 0.35 | |||
| MAXIMUM DRAWDOWN | |||||||
| Drawdown Depth (%) | -47.63 | -69.47 | -69.47 | -69.47 | |||
| Start (yyyy mm) | 2022 03 | 2021 02 | 2021 02 | 2021 02 | |||
| Bottom (yyyy mm) | 2022 12 | 2022 12 | 2022 12 | 2022 12 | |||
| Start to Bottom (# months) | 10 | 23 | 23 | 23 | |||
| Start to Recovery (# months) in progress |
> 12
|
> 25
|
> 25
|
> 25
|
|||
| ROLLING PERIOD RETURNS - Annualized | |||||||
| Best Return (%) | 177.21 | 49.94 | 50.48 | ||||
| Worst Return (%) | -61.23 | -5.54 | 2.63 | ||||
| % Positive Periods | 69% | 95% | 100% | ||||
| MONTHS | |||||||
| Positive | 0 | 1 | 2 | 3 | 16 | 32 | 60 |
| Negative | 1 | 2 | 4 | 9 | 20 | 28 | 40 |
| % Positive | 0% | 33% | 33% | 25% | 44% | 53% | 60% |
| WITHDRAWAL RATES (WR) | |||||||
| Safe WR (%) | 42.13 | 26.03 | 17.77 | ||||
| Perpetual WR (%) | 0.00 | 0.83 | 7.62 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
- Standard Deviation: it's a measure of the dispersion of returns around the mean
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
- Rolling Returns: returns over a time frame (best, worst, % of positive returns).
- Pos./Neg. Months: number of months with positive/negative return.
- Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
- Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).
Portfolio Components Correlation
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 28 February 2023
Swipe left to see all data
|
|
|
|
|
||
|---|---|---|---|---|---|
| Asset | ARKK | ARKQ | ARKW | ARKG | |
| ARKK |
1.00
|
0.95
|
0.97
|
0.94
|
|
| ARKQ |
0.95
|
1.00
|
0.95
|
0.88
|
|
| ARKW |
0.97
|
0.95
|
1.00
|
0.89
|
|
| ARKG |
0.94
|
0.88
|
0.89
|
1.00
|
|
|
|
|
|
||
|---|---|---|---|---|---|
| Asset | ARKK | ARKQ | ARKW | ARKG | |
| ARKK |
1.00
|
0.93
|
0.97
|
0.94
|
|
| ARKQ |
0.93
|
1.00
|
0.93
|
0.86
|
|
| ARKW |
0.97
|
0.93
|
1.00
|
0.86
|
|
| ARKG |
0.94
|
0.86
|
0.86
|
1.00
|
|
|
|
|
|
||
|---|---|---|---|---|---|
| Asset | ARKK | ARKQ | ARKW | ARKG | |
| ARKK |
1.00
|
0.92
|
0.96
|
0.91
|
|
| ARKQ |
0.92
|
1.00
|
0.91
|
0.82
|
|
| ARKW |
0.96
|
0.91
|
1.00
|
0.82
|
|
| ARKG |
0.91
|
0.82
|
0.82
|
1.00
|
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Capital Growth as of Feb 28, 2023
An investment of 1000$, since March 2018,
now would be worth 1259.75$, with a total return of 25.98% (4.73% annualized).
The Inflation Adjusted Capital now would be 1042.64$, with a net total return of 4.26% (0.84% annualized).
The Inflation Adjusted Capital now would be 1042.64$, with a net total return of 4.26% (0.84% annualized).
An investment of 1000$, since November 2014,
now would be worth 2451.72$, with a total return of 145.17% (11.36% annualized).
The Inflation Adjusted Capital now would be 1934.98$, with a net total return of 93.50% (8.24% annualized).
The Inflation Adjusted Capital now would be 1934.98$, with a net total return of 93.50% (8.24% annualized).
Drawdowns
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -69.47% | Feb 2021 | Dec 2022 | 23 | in progress | 2 | 25 |
| -22.61% | Sep 2018 | Dec 2018 | 4 | Nov 2019 | 11 | 15 |
| -13.20% | Mar 2020 | Mar 2020 | 1 | Apr 2020 | 1 | 2 |
| -5.12% | Mar 2018 | Apr 2018 | 2 | May 2018 | 1 | 3 |
| -2.23% | Sep 2020 | Sep 2020 | 1 | Nov 2020 | 2 | 3 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -69.47% | Feb 2021 | Dec 2022 | 23 | in progress | 2 | 25 |
| -22.61% | Sep 2018 | Dec 2018 | 4 | Nov 2019 | 11 | 15 |
| -21.33% | Jun 2015 | Jan 2016 | 8 | Sep 2016 | 8 | 16 |
| -13.20% | Mar 2020 | Mar 2020 | 1 | Apr 2020 | 1 | 2 |
| -8.95% | Oct 2016 | Oct 2016 | 1 | Jan 2017 | 3 | 4 |
| -6.27% | Feb 2018 | Apr 2018 | 3 | May 2018 | 1 | 4 |
| -2.23% | Sep 2020 | Sep 2020 | 1 | Nov 2020 | 2 | 3 |
| -2.00% | Mar 2015 | Mar 2015 | 1 | May 2015 | 2 | 3 |
| -0.57% | Dec 2014 | Dec 2014 | 1 | Feb 2015 | 2 | 3 |
Rolling Returns ( more details)
Cathie Wood Ark Tech Portfolio: annualized rolling and average returns
Swipe left to see all data
| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
24.32 |
177.21 Apr 2020 - Mar 2021 |
-61.23 Jul 2021 - Jun 2022 |
31.46% |
| 2 Years |
26.11 |
83.68 Jan 2019 - Dec 2020 |
-41.88 Jan 2021 - Dec 2022 |
12.99% |
| 3 Years |
26.89 |
49.94 Jan 2018 - Dec 2020 |
-5.54 Jan 2020 - Dec 2022 |
4.62% |
| 5 Years |
26.28 |
50.48 Feb 2016 - Jan 2021 |
2.63 Jan 2018 - Dec 2022 |
0.00% |
| 7 Years |
17.30 |
28.96 Nov 2014 - Oct 2021 |
9.81 Jan 2016 - Dec 2022 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Cathie Wood Ark Tech Portfolio: Rolling Returns page.
Seasonality
In which months is it better to invest in Cathie Wood Ark Tech Portfolio?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
7.07
80% |
-0.25
40% |
-5.08
20% |
0.37
60% |
-0.31
40% |
6.34
80% |
3.52
80% |
3.13
60% |
-5.67
0% |
1.02
80% |
4.87
60% |
-4.08
40% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
107.07
|
106.81
|
101.38
|
101.76
|
101.44
|
107.87
|
111.66
|
115.16
|
108.63
|
109.74
|
115.09
|
110.39
|
| Best |
23.7 2023 |
7.1 2019 |
0.9 2019 |
24.9 2020 |
13.9 2020 |
15.2 2019 |
13.2 2022 |
15.4 2020 |
-2.2 2020 |
8.3 2021 |
22.6 2020 |
12.2 2020 |
| Worst |
-18.4 2022 |
-3.6 2022 |
-13.2 2020 |
-24.0 2022 |
-12.6 2019 |
-8.5 2022 |
-6.7 2021 |
-7.1 2019 |
-10.6 2022 |
-11.3 2018 |
-10.2 2021 |
-13.4 2022 |
Monthly Seasonality over the period Mar 2018 - Feb 2023
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
4.12
78% |
1.10
56% |
-1.76
38% |
0.68
63% |
1.76
63% |
3.94
63% |
3.66
88% |
2.45
63% |
-3.24
25% |
0.85
75% |
4.10
78% |
-2.49
33% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
104.12
|
105.26
|
103.41
|
104.12
|
105.95
|
110.12
|
114.15
|
116.95
|
113.16
|
114.12
|
118.79
|
115.83
|
| Best |
23.7 2023 |
7.1 2019 |
9.9 2016 |
24.9 2020 |
13.9 2020 |
15.2 2019 |
13.2 2022 |
15.4 2020 |
7.1 2016 |
8.3 2021 |
22.6 2020 |
12.2 2020 |
| Worst |
-18.4 2022 |
-3.6 2022 |
-13.2 2020 |
-24.0 2022 |
-12.6 2019 |
-8.5 2022 |
-6.7 2021 |
-7.1 2019 |
-10.6 2022 |
-11.3 2018 |
-10.2 2021 |
-13.4 2022 |
Monthly Seasonality over the period Nov 2014 - Feb 2023
Monthly/Yearly Returns
Cathie Wood Ark Tech Portfolio data source starts from November 2014: let's focus on monthly and yearly returns.
We are providing two different views:
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Nov 2014 - Feb 2023
60 Positive Months (60%) - 40 Negative Months (40%)
MONTHLY RETURNS TABLE
Nov 2014 - Feb 2023
(Scroll down to see all data)
Swipe left to see all data
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2023 |
+21.28 | +19.65 | 23.7 | -2.0 | ||||||||||
| 2022 |
-58.78 | -61.28 | -18.4 | -3.6 | -2.6 | -24.0 | -6.2 | -8.5 | 13.2 | -5.8 | -10.6 | 3.1 | -3.2 | -13.4 |
| 2021 |
-18.06 | -23.45 | 10.6 | -3.4 | -5.9 | 0.3 | -6.2 | 11.6 | -6.7 | 2.4 | -9.3 | 8.3 | -10.2 | -7.9 |
| 2020 |
+149.52 | +146.16 | 3.7 | 0.6 | -13.2 | 24.9 | 13.9 | 11.2 | 11.0 | 15.4 | -2.2 | 1.2 | 22.6 | 12.2 |
| 2019 |
+35.21 | +32.19 | 15.7 | 7.1 | 0.9 | 1.2 | -12.6 | 15.2 | 0.1 | -7.1 | -2.8 | 3.9 | 11.1 | 1.7 |
| 2018 |
-0.07 | -1.95 | 11.0 | -1.2 | -4.5 | -0.6 | 9.6 | 2.1 | 0.1 | 10.8 | -3.5 | -11.3 | 4.0 | -13.1 |
| 2017 |
+68.38 | +64.90 | 8.5 | 4.5 | 3.5 | 4.0 | 8.9 | 2.4 | 3.1 | 10.7 | 1.9 | 3.5 | 2.7 | 0.1 |
| 2016 |
+0.39 | -1.65 | -18.3 | 1.7 | 9.9 | -0.4 | 3.6 | -1.4 | 8.3 | 0.0 | 7.1 | -8.9 | 3.3 | -0.9 |
| 2015 |
+3.87 | +3.12 | 0.6 | 6.1 | -2.0 | 0.1 | 3.1 | -1.2 | 0.3 | -6.8 | -6.6 | 7.1 | 4.8 | -0.7 |
| 2014 |
- | - | 1.7 | -0.6 | ||||||||||
Portfolio efficiency
Compared to the Cathie Wood Ark Tech Portfolio, the following portfolios granted a higher return over 5 Years and a less severe drawdown at the same time.
Swipe left to see all data
5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+12.69 | 21.79 | -32.58 | 100 | 0 | 0 | ||
|
Cape US Sector Value Robert Shiller |
+11.27 | 19.30 | -21.00 | 100 | 0 | 0 | ||
|
US Stocks Equal Weight |
+9.76 | 20.22 | -26.65 | 100 | 0 | 0 | ||
|
US Stocks |
+9.34 | 19.00 | -24.81 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
+8.84 | 16.75 | -23.08 | 90 | 10 | 0 | ||
|
US Stocks Value |
+8.75 | 18.79 | -26.06 | 100 | 0 | 0 | ||
|
US Stocks ESG |
+8.19 | 19.13 | -27.79 | 100 | 0 | 0 | ||
|
US Stocks Minimum Volatility |
+8.15 | 14.84 | -19.06 | 100 | 0 | 0 | ||
|
Stocks/Bonds 80/20 |
+7.70 | 15.63 | -22.75 | 80 | 20 | 0 | ||
|
Simple Path to Wealth JL Collins |
+7.28 | 14.81 | -22.24 | 75 | 25 | 0 | ||
|
Stocks/Bonds 60/40 with Bitcoin |
+7.16 | 13.11 | -21.45 | 59 | 39 | 2 | ||
|
Stocks/Bonds 60/40 2x Leveraged |
+7.09 | 22.88 | -39.53 | 60 | 40 | 0 | ||
|
Sheltered Sam 100/0 Bill Bernstein |
+6.91 | 18.08 | -25.40 | 97 | 0 | 3 | ||
|
Seven Value Scott Burns |
+6.87 | 14.65 | -20.44 | 71.5 | 28.5 | 0 | ||
|
Six Ways from Sunday Scott Burns |
+6.61 | 14.29 | -19.67 | 66.7 | 33.3 | 0 | ||
|
Sheltered Sam 90/10 Bill Bernstein |
+6.41 | 16.30 | -22.65 | 87.3 | 10 | 2.7 | ||
|
Second Grader's Starter Paul Farrell |
+6.35 | 16.38 | -24.21 | 90 | 10 | 0 | ||
|
Gold |
+6.32 | 13.79 | -18.08 | 0 | 0 | 100 | ||
|
Golden Butterfly with Bitcoin |
+6.23 | 10.38 | -18.74 | 40 | 40 | 20 | ||
|
Talmud Portfolio 2x Leveraged Roger Gibson |
+6.16 | 25.20 | -42.70 | 66.7 | 33.3 | 0 | ||
|
US Stocks Momentum |
+6.15 | 18.76 | -30.16 | 100 | 0 | 0 | ||
|
Five Asset Roger Gibson |
+6.02 | 13.44 | -19.30 | 60 | 20 | 20 | ||
|
Stocks/Bonds 60/40 |
+6.00 | 12.41 | -20.69 | 60 | 40 | 0 | ||
|
All Country World Stocks |
+6.00 | 17.87 | -25.52 | 100 | 0 | 0 | ||
|
Talmud Portfolio Roger Gibson |
+5.99 | 13.38 | -22.88 | 66.7 | 33.3 | 0 | ||
|
Edge Select Aggressive Merrill Lynch |
+5.96 | 15.43 | -23.81 | 84 | 16 | 0 | ||
|
Couch Potato Scott Burns |
+5.93 | 11.38 | -19.77 | 50 | 50 | 0 | ||
|
Sheltered Sam 80/20 Bill Bernstein |
+5.90 | 14.55 | -19.89 | 77.6 | 20 | 2.4 | ||
|
Core Four Rick Ferri |
+5.82 | 14.78 | -23.46 | 80 | 20 | 0 | ||
|
Perfect Portfolio Ben Stein |
+5.68 | 14.22 | -18.62 | 80 | 20 | 0 | ||
|
All Weather Portfolio 2x Leveraged Ray Dalio |
+5.67 | 19.70 | -36.33 | 37.5 | 55 | 7.5 | ||
|
Four Funds Bogleheads |
+5.66 | 14.83 | -23.20 | 80 | 20 | 0 | ||
|
Robo Advisor 100 Betterment |
+5.58 | 17.98 | -24.17 | 100 | 0 | 0 | ||
|
Permanent Portfolio with Bitcoin Harry Browne |
+5.57 | 8.55 | -16.88 | 25 | 50 | 25 | ||
|
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
+5.55 | 13.58 | -22.74 | 70 | 30 | 0 | ||
|
Ivy Portfolio Mebane Faber |
+5.52 | 14.14 | -21.77 | 60 | 20 | 20 | ||
|
Three Funds Bogleheads |
+5.50 | 14.74 | -23.18 | 80 | 20 | 0 | ||
|
Stocks/Bonds 60/40 ESG |
+5.46 | 12.28 | -22.44 | 60 | 40 | 0 | ||
|
Stocks/Bonds 40/60 with Bitcoin |
+5.42 | 10.16 | -19.39 | 39 | 59 | 2 | ||
|
Sheltered Sam 70/30 Bill Bernstein |
+5.37 | 12.84 | -17.80 | 67.9 | 30 | 2.1 | ||
|
Marc Faber Portfolio Marc Faber |
+5.35 | 11.20 | -19.93 | 50 | 25 | 25 | ||
|
LifeStrategy Growth Fund Vanguard |
+5.34 | 14.68 | -23.11 | 80 | 20 | 0 | ||
|
No Brainer Portfolio Bill Bernstein |
+5.26 | 14.06 | -19.76 | 75 | 25 | 0 | ||
|
Long Term Portfolio Ben Stein |
+5.20 | 14.34 | -20.52 | 80 | 20 | 0 | ||
|
Edge Select Moderately Aggressive Merrill Lynch |
+5.20 | 13.35 | -22.31 | 69 | 31 | 0 | ||
|
One-Decision Portfolio Marvin Appel |
+5.20 | 10.62 | -16.74 | 50 | 50 | 0 | ||
|
Desert Portfolio with Bitcoin Gyroscopic Investing |
+5.16 | 7.70 | -15.73 | 30 | 60 | 10 | ||
|
Stocks/Bonds 80/20 Momentum |
+5.12 | 15.49 | -27.23 | 80 | 20 | 0 | ||
|
Lazy Portfolio David Swensen |
+5.11 | 12.95 | -22.43 | 70 | 30 | 0 | ||
|
Late Thirties to Early Forties Burton Malkiel |
+5.11 | 15.42 | -24.26 | 85 | 15 | 0 | ||
|
Robo Advisor 90 Betterment |
+5.09 | 16.64 | -23.36 | 90.1 | 9.9 | 0 | ||
|
Golden Butterfly |
+5.07 | 9.56 | -17.79 | 40 | 40 | 20 | ||
|
Mid-Twenties Burton Malkiel |
+5.04 | 15.67 | -24.50 | 87 | 13 | 0 | ||
|
Mid-Fifties Burton Malkiel |
+5.03 | 14.92 | -24.05 | 80 | 20 | 0 | ||
|
Late Sixties and Beyond Burton Malkiel |
+5.02 | 13.62 | -22.44 | 71 | 29 | 0 | ||
|
Robust Alpha Architect |
+5.02 | 13.77 | -19.09 | 70 | 20 | 10 | ||
|
All Weather Portfolio with Bitcoin Ray Dalio |
+5.00 | 9.91 | -21.57 | 30 | 55 | 15 | ||
|
Yale Endowment David Swensen |
+4.99 | 13.45 | -25.53 | 70 | 30 | 0 | ||
|
Golden Butterfly 2x Leveraged |
+4.97 | 18.24 | -34.50 | 40 | 40 | 20 | ||
|
All Country World 80/20 |
+4.92 | 14.95 | -23.52 | 80 | 20 | 0 | ||
|
Sheltered Sam 60/40 Bill Bernstein |
+4.84 | 11.16 | -16.49 | 58.2 | 40 | 1.8 | ||
|
Coffeehouse Bill Schultheis |
+4.76 | 12.34 | -19.65 | 60 | 40 | 0 | ||
|
Ark Tech Portfolio Cathie Wood |
+4.73 | 35.74 | -69.47 | 100 | 0 | 0 | ||
The following portfolios share asset allocation strategy and/or similar asset weights.
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5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+12.69 | 21.79 | -32.58 | 100 | 0 | 0 | ||
|
Ark Tech Portfolio Cathie Wood |
+4.73 | 35.74 | -69.47 | 100 | 0 | 0 | ||
Here's a list containing the Best Classic Portfolios, with the highest returns over 5 Years and Very High Risk categorization.
Swipe left to see all data
5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+12.69 | 21.79 | -32.58 | 100 | 0 | 0 | ||
|
US Stocks |
+9.34 | 19.00 | -24.81 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
+8.84 | 16.75 | -23.08 | 90 | 10 | 0 | ||
|
US Stocks Value |
+8.75 | 18.79 | -26.06 | 100 | 0 | 0 | ||
|
US Stocks Minimum Volatility |
+8.15 | 14.84 | -19.06 | 100 | 0 | 0 | ||
