The Betterment Robo Advisor 80 Portfolio is exposed for 80% on the Stock Market .

It's a Very High Risk portfolio and it can be replicated with 10 ETFs.

Asset Allocation and ETFs

The Betterment Robo Advisor 80 Portfolio has the following asset allocation:

80% Stocks
20% Fixed Income
0% Commodities

The Betterment Robo Advisor 80 Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
27.00 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
22.10 % VEA Vanguard FTSE Developed Markets Equity, EAFE, Large Cap
12.80 % VWO Vanguard FTSE Emerging Markets Equity, Emerging Markets, Large Cap
7.20 % VTV Vanguard Value Equity, U.S., Large Cap
5.90 % JKI iShares Morningstar Mid-Cap Value Equity, U.S., Mid Cap
5.00 % VIOV Vanguard S&P Small-Cap 600 Value Equity, U.S., Small Cap
7.20 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
6.80 % BND Vanguard Total Bond Market Bond, U.S., All-Term
3.60 % EMB iShares JP Morgan USD Em Mkts Bd Bond, Emerging Markets, All-Term
2.40 % VTIP Vanguard Short-Term Infl-Prot Secs Bond, U.S., All-Term

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

Historical Returns

Betterment Robo Advisor 80 Portfolio - Historical returns and stats:

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Range Returns
Aug 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-1.75%
-1.75%
Aug 2019 - Aug 2019
0 - 1
YTD
+11.82%
-5.00%
May 2019 - May 2019
6 - 2
1Y
+0.24%
14.18%
-10.37%
Sep 2018 - Dec 2018
7 - 5
3Y
+7.66%
annualized
9.34%
-11.77%
Feb 2018 - Dec 2018
27 - 9
5Y
+5.32%
annualized
9.58%
-11.77%
Feb 2018 - Dec 2018
39 - 21
MAX
Dec 2012
+7.89%
annualized
9.25%
-11.77%
Feb 2018 - Dec 2018
54 - 26

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 5Y annualized return.

Portfolio 5Y Return ▾ #ETF Stocks Bonds Comm.
US Stocks
+9.58% 1 100 0 0
Warren Buffett
+9.11% 2 90 10 0
Edge Select Aggressive
Merrill Lynch
+6.49% 12 84 16 0
Core Four
Rick Ferri
+6.45% 4 80 20 0
Three Funds
Bogleheads
+6.05% 3 80 20 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Betterment Robo Advisor 80 Portfolio: annualized rolling and average returns

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Return (*)
Rolling Period Average Best Worst
1 Year
+7.61% +21.13%
Feb 2017 - Jan 2018
-9.83%
Mar 2015 - Feb 2016
2 Years
+7.47% +19.67%
Feb 2016 - Jan 2018
-1.13%
Mar 2014 - Feb 2016
3 Years
+7.26% +11.68%
Oct 2015 - Sep 2018
+4.25%
Mar 2013 - Feb 2016
5 Years
+7.36% +10.23%
Feb 2013 - Jan 2018
+4.42%
Jan 2014 - Dec 2018

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+11.82% 7.3 2.1 1.0 2.7 -5.0 5.6 0.1 -1.8
2018
-8.22% 4.0 -3.8 -0.6 0.1 0.5 -0.7 2.6 0.4 -0.1 -6.3 1.8 -5.9
2017
+18.95% 2.1 2.1 1.0 1.2 1.2 0.8 2.2 0.4 1.9 1.6 1.6 1.5
2016
+10.69% -4.4 -0.1 6.7 1.2 0.2 0.9 3.5 0.5 0.8 -1.7 1.5 1.5
2015
-2.37% -0.9 4.4 -0.9 1.9 -0.0 -2.0 0.1 -5.5 -2.5 5.6 -0.1 -2.0
2014
+5.24% -3.6 4.1 1.0 0.6 1.9 1.9 -1.4 2.6 -3.2 1.7 1.0 -1.3
2013
+19.53% 3.3 0.2 2.1 2.3 -0.4 -2.1 4.2 -2.5 4.7 3.5 1.4 1.6

* Note:
Portofolio Returns, up to December 2013, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013