The Betterment Robo Advisor 90 Portfolio is exposed for 90.1% on the Stock Market .

It's a Very High Risk portfolio and it can be replicated with 11 ETFs.

Asset Allocation and ETFs

The Betterment Robo Advisor 90 Portfolio has the following asset allocation:

90.1% Stocks
9.9% Fixed Income
0% Commodities

The Betterment Robo Advisor 90 Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
30.90 % VTI Vanguard Total Stock Market Equity, U.S., Large Cap
24.60 % VEA Vanguard FTSE Developed Markets Equity, EAFE, Large Cap
14.00 % VWO Vanguard FTSE Emerging Markets Equity, Emerging Markets, Large Cap
8.20 % VTV Vanguard Value Equity, U.S., Large Cap
6.70 % JKI iShares Morningstar Mid-Cap Value Equity, U.S., Mid Cap
5.70 % VIOV Vanguard S&P Small-Cap 600 Value Equity, U.S., Small Cap
3.50 % BND Vanguard Total Bond Market Bond, U.S., All-Term
2.90 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
1.70 % VWOB Vanguard Emerging Mkts Govt Bd Bond, Emerging Markets, All-Term
1.20 % VTIP Vanguard Short-Term Infl-Prot Secs Bond, U.S., All-Term
0.60 % BIL SPDR Blmbg Barclays 1-3 Mth T-Bill Bond, U.S., Ultra Short-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 90 Portfolio - Historical returns and stats:

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Range Returns
Aug 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-2.23%
-2.23%
Aug 2019 - Aug 2019
0 - 1
YTD
+12.08%
-5.73%
May 2019 - May 2019
6 - 2
1Y
-1.11%
15.84%
-11.77%
Sep 2018 - Dec 2018
7 - 5
3Y
+8.14%
annualized
10.45%
-13.16%
Feb 2018 - Dec 2018
27 - 9
5Y
+5.50%
annualized
10.71%
-13.16%
Feb 2018 - Dec 2018
40 - 20
MAX
Dec 2013
+6.14%
annualized
10.50%
-13.16%
Feb 2018 - Dec 2018
46 - 22

* 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 90 Portfolio: annualized rolling and average returns

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Return (*)
Rolling Period Average Best Worst
1 Year
+6.64% +23.36%
Mar 2016 - Feb 2017
-11.09%
Mar 2015 - Feb 2016
2 Years
+7.76% +21.77%
Feb 2016 - Jan 2018
-1.68%
Mar 2014 - Feb 2016
3 Years
+8.46% +12.87%
Oct 2015 - Sep 2018
+4.49%
Jan 2014 - Dec 2016
5 Years
+6.18% +7.08%
Feb 2014 - Jan 2019
+4.58%
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
+12.08% 7.9 2.3 0.9 3.0 -5.7 6.1 0.0 -2.2
2018
-9.17% 4.6 -4.1 -0.8 0.2 0.6 -0.7 2.9 0.5 -0.2 -6.9 1.9 -6.9
2017
+20.72% 2.4 2.3 1.0 1.2 1.2 1.0 2.4 0.3 2.2 1.7 1.8 1.6
2016
+11.50% -5.1 -0.3 7.4 1.3 0.2 0.7 3.8 0.5 0.9 -1.7 2.1 1.7
2015
-2.71% -1.3 5.0 -1.0 2.2 0.1 -2.1 0.0 -6.1 -2.9 6.3 -0.1 -2.2
2014
+5.15% -4.1 4.5 1.1 0.6 1.9 2.1 -1.6 2.8 -3.5 1.9 1.1 -1.4