Data Source: from August 2009 to October 2022 (~13 years)
Consolidated Returns as of 31 October 2022
Live Update: Nov 29 2022, 02:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.19%
1 Day
Nov 29 2022, 02:59PM Eastern Time
5.99%
Current Month
November 2022

The Developed World ex-US 60/40 Momentum Portfolio is a High Risk portfolio and can be implemented with 2 ETFs.

It's exposed for 60% on the Stock Market.

In the last 10 Years, the Developed World ex-US 60/40 Momentum Portfolio obtained a 3.56% compound annual return, with a 8.56% standard deviation.

Asset Allocation and ETFs

The Developed World ex-US 60/40 Momentum Portfolio has the following asset allocation:

60% Stocks
40% Fixed Income
0% Commodities

The Developed World ex-US 60/40 Momentum Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
60.00 %
IMTM iShares MSCI Intl Momentum Factor ETF Equity, EAFE, Large Cap
40.00 %
BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
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 Oct 31, 2022

The Developed World ex-US 60/40 Momentum Portfolio guaranteed the following returns.

Portfolio returns are calculated in USD, assuming: November 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
DEVELOPED WORLD EX-US 60/40 MOMENTUM PORTFOLIO RETURNS
Consolidated returns as of 31 October 2022
Live Update: Nov 29 2022, 02:59PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Oct 31, 2022
  1 Day Time ET(*) Nov 2022 1M 6M 1Y 5Y 10Y MAX
(~13Y)
Developed World ex-US 60/40 Momentum Portfolio 0.19 5.99 4.04 -8.38 -19.08 0.97 3.56 4.60
US Inflation Adjusted return 3.62 -11.12 -24.90 -2.77 0.97 2.07
Components
IMTM
iShares MSCI Intl Momentum Factor ETF
0.13 02:56PM
Nov 29 2022
8.54 6.88 -10.69 -23.66 1.25 4.40 4.87
BNDX
Vanguard Total International Bond
0.29 02:59PM
Nov 29 2022
2.16 0.54 -5.17 -12.15 -0.04 1.61 6.62
Returns over 1 year are annualized | Available data source: since Aug 2009
(*) Eastern Time (ET - America/New York)

US Inflation is updated to Oct 2022. Current inflation (annualized) is 1Y: 7.75% , 5Y: 3.85% , 10Y: 2.57%

Portfolio Metrics as of Oct 31, 2022

Metrics of Developed World ex-US 60/40 Momentum Portfolio, updated as of 31 October 2022.

Portfolio metrics are calculated based on monthly returns, assuming:
DEVELOPED WORLD EX-US 60/40 MOMENTUM PORTFOLIO
Portfolio Metrics
Data Source: 1 August 2009 - 31 October 2022 (~13 years)
Swipe left to see all data
Metrics as of Oct 31, 2022
1M 3M 6M 1Y 3Y 5Y 10Y MAX
(~13Y)
Portfolio
Return (%)
4.04 -6.51 -8.38 -19.08 -0.54 0.97 3.56 4.60
US Inflation (%) 0.41 0.59 3.08 7.75 5.01 3.85 2.57 2.48
Infl. Adjusted
Return (%)
3.62 -7.05 -11.12 -24.90 -5.29 -2.77 0.97 2.07
Returns / Inflation rates over 1 year are annualized.
RISK INDICATORS
Standard Deviation (%) 12.33 11.44 10.08 8.56 9.36
Sharpe Ratio -1.60 -0.08 0.00 0.35 0.07
Sortino Ratio -2.39 -0.11 0.00 0.46 0.09
MAXIMUM DRAWDOWN
Drawdown Depth (%) -22.23 -22.23 -22.23 -22.23 -22.23
Start (yyyy mm) 2021 11 2021 11 2021 11 2021 11 2021 11
Bottom (yyyy mm) 2022 09 2022 09 2022 09 2022 09 2022 09
Start to Bottom (# months) 11 11 11 11 11
Start to Recovery (# months) in progress
> 12
> 12
> 12
> 12
> 12
ROLLING PERIOD RETURNS - Annualized
Best Return (%) 25.60 11.83 8.56 7.07
Worst Return (%) -20.02 -1.42 0.49 3.19
% Positive Periods 72% 97% 100% 100%
MONTHS
Positive 1 1 3 5 22 36 75 99
Negative 0 2 3 7 14 24 45 60
% Positive 100% 33% 50% 42% 61% 60% 63% 62%
WITHDRAWAL RATES (WR)
Safe WR (%) 36.63 20.98 12.02 10.45
Perpetual WR (%) 0.00 0.00 0.96 2.03
Terms and Definitions
  • 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.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 31 October 2022
Swipe left to see all data
 
 
Asset IMTM BNDX
IMTM
1.00
0.56
BNDX
0.56
1.00
 
 
Asset IMTM BNDX
IMTM
1.00
0.41
BNDX
0.41
1.00
 
 
Asset IMTM BNDX
IMTM
1.00
0.33
BNDX
0.33
1.00
 
 
Asset IMTM BNDX
IMTM
1.00
0.18
BNDX
0.18
1.00

Portfolio Dividends

In 2021, the Developed World ex-US 60/40 Momentum Portfolio granted a 4.73% dividend yield. If you are interested in getting periodic income, please refer to the Developed World ex-US 60/40 Momentum Portfolio: Dividend Yield page.

Capital Growth as of Oct 31, 2022

An investment of 1000$, since November 2012, now would be worth 1418.49$, with a total return of 41.85% (3.56% annualized).

The Inflation Adjusted Capital now would be 1101.03$, with a net total return of 10.10% (0.97% annualized).
An investment of 1000$, since August 2009, now would be worth 1815.74$, with a total return of 81.57% (4.60% annualized).

The Inflation Adjusted Capital now would be 1312.10$, with a net total return of 31.21% (2.07% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-22.23% Nov 2021 Sep 2022 11 in progress 1 12
-10.52% Feb 2018 Dec 2018 11 Jun 2019 6 17
-10.46% Feb 2020 Mar 2020 2 Jun 2020 3 5
-7.73% May 2015 Sep 2015 5 Jul 2016 10 15
-5.64% May 2013 Jun 2013 2 Sep 2013 3 5
-5.21% Aug 2016 Nov 2016 4 Mar 2017 4 8
-4.02% Jul 2014 Dec 2014 6 Apr 2015 4 10
-2.69% Sep 2021 Sep 2021 1 Oct 2021 1 2
-2.52% Jan 2014 Jan 2014 1 Feb 2014 1 2
-2.13% Oct 2020 Oct 2020 1 Nov 2020 1 2
-1.30% Jan 2021 Feb 2021 2 Apr 2021 2 4
-0.97% Jun 2021 Jun 2021 1 Jul 2021 1 2
-0.80% Mar 2014 Apr 2014 2 May 2014 1 3
-0.39% Nov 2017 Nov 2017 1 Dec 2017 1 2
-0.35% Jul 2019 Jul 2019 1 Aug 2019 1 2
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-22.23% Nov 2021 Sep 2022 11 in progress 1 12
-15.10% May 2011 Sep 2011 5 Nov 2012 14 19
-10.52% Feb 2018 Dec 2018 11 Jun 2019 6 17
-10.46% Feb 2020 Mar 2020 2 Jun 2020 3 5
-7.73% May 2015 Sep 2015 5 Jul 2016 10 15
-6.85% Apr 2010 Jun 2010 3 Sep 2010 3 6
-5.64% May 2013 Jun 2013 2 Sep 2013 3 5
-5.21% Aug 2016 Nov 2016 4 Mar 2017 4 8
-4.02% Jul 2014 Dec 2014 6 Apr 2015 4 10
-3.50% Jan 2010 Jan 2010 1 Mar 2010 2 3
-2.69% Sep 2021 Sep 2021 1 Oct 2021 1 2
-2.52% Jan 2014 Jan 2014 1 Feb 2014 1 2
-2.48% Nov 2010 Nov 2010 1 Dec 2010 1 2
-2.13% Oct 2020 Oct 2020 1 Nov 2020 1 2
-1.30% Jan 2021 Feb 2021 2 Apr 2021 2 4
-1.05% Oct 2009 Oct 2009 1 Nov 2009 1 2
-0.97% Jun 2021 Jun 2021 1 Jul 2021 1 2
-0.80% Mar 2014 Apr 2014 2 May 2014 1 3
-0.39% Nov 2017 Nov 2017 1 Dec 2017 1 2
-0.35% Jul 2019 Jul 2019 1 Aug 2019 1 2

Rolling Returns ( more details)

Developed World ex-US 60/40 Momentum Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
5.61 25.60
Apr 2020 - Mar 2021
-20.02
Oct 2021 - Sep 2022
27.70%
2 Years
5.64 16.49
Jan 2019 - Dec 2020
-7.21
Oct 2020 - Sep 2022
11.76%
3 Years
5.66 11.83
Jan 2019 - Dec 2021
-1.42
Oct 2019 - Sep 2022
3.23%
5 Years
5.28 8.56
Feb 2016 - Jan 2021
0.49
Oct 2017 - Sep 2022
0.00%
7 Years
5.12 6.83
Oct 2011 - Sep 2018
2.99
Oct 2015 - Sep 2022
0.00%
10 Years
5.62 7.07
Oct 2011 - Sep 2021
3.19
Oct 2012 - Sep 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 Developed World ex-US 60/40 Momentum Portfolio: Rolling Returns page.

Seasonality

In which months is it better to invest in Developed World ex-US 60/40 Momentum 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.
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
0.90
60%
-1.59
20%
-0.87
60%
0.48
80%
0.90
60%
-0.04
40%
1.69
80%
-0.29
60%
-1.56
60%
0.05
60%
0.71
60%
1.11
80%
 Capital Growth on monthly avg returns
100
100.90
99.29
98.42
98.90
99.79
99.75
101.44
101.14
99.56
99.61
100.31
101.43
Best 4.5
2019
1.7
2019
1.8
2019
4.8
2020
4.0
2020
4.6
2019
3.4
2020
1.7
2020
0.9
2018
4.0
2022
5.8
2020
3.6
2020
Worst -3.9
2022
-3.9
2020
-6.8
2020
-6.0
2022
-1.0
2019
-5.7
2022
-0.4
2019
-4.1
2022
-6.3
2022
-5.8
2018
-2.5
2021
-2.8
2018
Monthly Seasonality over the period Nov 2017 - Oct 2022
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
0.63
60%
-0.24
50%
0.22
70%
1.04
80%
0.36
60%
0.14
60%
1.32
80%
-0.61
50%
-0.54
50%
0.31
60%
0.41
60%
0.83
70%
 Capital Growth on monthly avg returns
100
100.63
100.38
100.60
101.65
102.02
102.16
103.51
102.88
102.32
102.64
103.06
103.92
Best 4.5
2019
2.7
2014
3.2
2016
4.8
2020
4.0
2020
4.6
2019
3.4
2020
1.7
2020
5.7
2013
4.0
2022
5.8
2020
3.6
2020
Worst -3.9
2022
-3.9
2020
-6.8
2020
-6.0
2022
-4.2
2013
-5.7
2022
-1.4
2014
-4.1
2022
-6.3
2022
-5.8
2018
-2.5
2021
-2.8
2018
Monthly Seasonality over the period Nov 2012 - Oct 2022
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
0.41
62%
0.20
62%
0.63
69%
1.13
77%
-0.73
46%
0.33
54%
1.61
77%
-0.53
50%
-0.05
57%
0.75
64%
0.22
54%
1.05
77%
 Capital Growth on monthly avg returns
100
100.41
100.61
101.24
102.39
101.64
101.98
103.63
103.08
103.03
103.80
104.03
105.12
Best 4.5
2019
2.7
2014
5.4
2010
4.8
2020
4.0
2020
4.6
2019
6.3
2010
3.3
2009
7.0
2010
5.7
2011
5.8
2020
4.3
2010
Worst -3.9
2022
-3.9
2020
-6.8
2020
-6.0
2022
-6.6
2010
-5.7
2022
-1.4
2014
-5.7
2011
-7.6
2011
-5.8
2018
-2.5
2021
-2.8
2018
Monthly Seasonality over the period Aug 2009 - Oct 2022

Monthly/Yearly Returns

Developed World ex-US 60/40 Momentum Portfolio data source starts from August 2009: 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
Aug 2009 - Oct 2022
99 Positive Months (62%) - 60 Negative Months (38%)
MONTHLY RETURNS TABLE
Aug 2009 - Oct 2022
(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
2022
-19.00 -24.22 -3.9 -2.6 0.5 -6.0 0.8 -5.7 3.2 -4.1 -6.3 4.0
2021
+3.05 -3.73 -0.9 -0.4 0.3 2.2 1.1 -1.0 1.3 0.5 -2.7 2.8 -2.5 2.4
2020
+15.15 +13.61 1.4 -3.9 -6.8 4.8 4.0 2.9 3.4 1.7 0.2 -2.1 5.8 3.6
2019
+17.85 +15.22 4.5 1.7 1.8 1.1 -1.0 4.6 -0.4 0.7 0.1 1.3 0.5 1.8
2018
-7.45 -9.19 3.4 -2.8 -0.1 0.4 -0.4 -1.0 0.9 -0.2 0.9 -5.8 0.1 -2.8
2017
+16.24 +13.84 2.8 0.6 1.9 0.9 2.0 0.6 1.8 0.8 2.1 1.6 -0.4 0.5
2016
+2.13 +0.05 -2.0 -0.4 3.2 1.7 0.8 1.4 1.5 -0.2 -0.3 -2.8 -2.0 1.5
2015
-0.48 -1.20 0.8 2.2 0.3 1.6 -1.1 0.1 0.1 -4.1 -2.9 3.0 0.0 -0.3
2014
-2.02 -2.75 -2.5 2.7 -0.6 -0.2 1.7 1.1 -1.4 1.0 -2.2 -0.4 0.3 -1.4
2013
+12.99 +11.32 2.7 0.4 1.8 4.0 -4.2 -1.5 2.7 -2.2 5.7 1.5 0.6 1.2
2012
+14.58 +12.62 2.2 2.3 0.7 0.6 -4.8 3.5 1.8 2.1 1.8 0.4 1.7 1.7
2011
-5.18 -7.91 0.3 2.1 -0.1 4.0 -1.7 -0.6 -0.3 -5.7 -7.6 5.7 -1.5 0.8
2010
+11.89 +10.24 -3.5 0.7 5.4 -0.3 -6.6 0.0 6.3 -0.9 7.0 2.3 -2.5 4.3
2009
- - 3.3 3.5 -1.1 2.8 0.2

Portofolio Returns, up to January 2015, 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:

  • IMTM - iShares MSCI Intl Momentum Factor ETF: simulated historical serie, up to January 2015
  • BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013

Portfolio efficiency

Compared to the Developed World ex-US 60/40 Momentum Portfolio, the following portfolios granted a higher return over 10 Years and a less severe drawdown at the same time.

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10 Years Stats (%)
% Allocation
Portfolio Return Dev.Std Drawdown Stocks Bonds Comm
Cape US Sector Value
Robert Shiller
+14.69 14.97 -21.00 100 0 0
US Stocks Minimum Volatility
+11.43 11.93 -19.06 100 0 0
Stocks/Bonds 60/40
+7.87 9.46 -20.69 60 40 0
Sheltered Sam 80/20
Bill Bernstein
+7.64 11.34 -19.89 77.6 20 2.4
Robust
Alpha Architect
+7.52 10.77 -19.09 70 20 10
No Brainer Portfolio
Bill Bernstein
+7.34 11.04 -19.76 75 25 0
Perfect Portfolio
Ben Stein
+7.13 11.23 -18.62 80 20 0
Seven Value
Scott Burns
+7.10 11.36 -20.44 71.5 28.5 0
Long Term Portfolio
Ben Stein
+6.84 11.21 -20.52 80 20 0
Sheltered Sam 70/30
Bill Bernstein
+6.81 9.99 -17.80 67.9 30 2.1
Couch Potato
Scott Burns
+6.80 8.76 -19.77 50 50 0
Coffeehouse
Bill Schultheis
+6.31 9.37 -19.65 60 40 0
Six Ways from Sunday
Scott Burns
+6.28 11.06 -19.67 66.7 33.3 0
Stocks/Bonds 40/60 Momentum
+6.17 7.25 -21.11 40 60 0
Tilt Toward Value
Time Inc
+6.10 9.00 -20.45 60 40 0
Coward's Portfolio
Bill Bernstein
+6.09 8.56 -15.87 60 40 0
Sheltered Sam 60/40
Bill Bernstein
+5.97 8.67 -16.49 58.2 40 1.8
LifeStrategy Moderate Growth
Vanguard
+5.91 8.96 -20.84 60 40 0
Andrew Tobias Portfolio
Andrew Tobias
+5.90 9.27 -18.85 66.7 33.3 0
Margaritaville
Scott Burns
+5.87 10.13 -21.96 67 33 0
One-Decision Portfolio
Marvin Appel
+5.79 8.18 -16.74 50 50 0
Big Rocks Portfolio
Larry Swedroe
+5.77 8.70 -15.71 60 40 0
Ideal Index
Frank Armstrong
+5.77 9.76 -18.25 70 30 0
Simple and Cheap
Time Inc
+5.74 8.91 -21.27 60 40 0
Dimensional 2030 Retirement Income
DFA
+5.71 8.77 -20.34 55.9 44.1 0
Edge Select Moderate
Merrill Lynch
+5.69 8.49 -20.56 53 47 0
Gone Fishin' Portfolio
Alexander Green
+5.53 10.54 -21.98 65 30 5
Stocks/Bonds 40/60
+5.53 7.00 -18.63 40 60 0
All Country World 60/40
+5.50 9.36 -21.52 60 40 0
Dynamic 60/40 Income
+5.36 8.46 -18.21 60 40 0
Five Fold
Scott Burns
+5.35 9.20 -21.60 60 40 0
Five Asset
Roger Gibson
+5.32 10.41 -19.30 60 20 20
Simple Money Portfolio
Tim Maurer
+5.29 8.82 -18.44 60 40 0
Nano Portfolio
John Wasik
+5.25 9.28 -22.12 60 40 0
Sandwich Portfolio
Bob Clyatt
+5.16 7.76 -19.10 55 45 0
Pinwheel
+5.16 9.30 -19.49 65 25 10
Golden Butterfly
+5.14 7.39 -17.79 40 40 20
Sheltered Sam 50/50
Bill Bernstein
+5.12 7.38 -15.17 48.5 50 1.5
Stocks/Bonds 40/60 ESG
+4.89 7.10 -19.76 40 60 0
Four Square
Scott Burns
+4.83 7.99 -19.67 50 50 0
Ultimate Buy&Hold
FundAdvice
+4.83 8.67 -18.44 60 40 0
Ivy Portfolio
Mebane Faber
+4.76 10.98 -21.77 60 20 20
Robo Advisor 50
Betterment
+4.60 8.39 -20.25 49.9 50.1 0
Edge Select Moderately Conservative
Merrill Lynch
+4.42 6.64 -18.53 37 63 0
Lifepath Fund
iShares
+4.40 6.85 -18.92 40.4 59.6 0
LifeStrategy Conservative Growth
Vanguard
+4.31 6.66 -18.57 40 60 0
Sheltered Sam 40/60
Bill Bernstein
+4.25 6.13 -13.86 38.8 60 1.2
7Twelve Portfolio
Craig Israelsen
+4.23 9.14 -17.90 50 33.3 16.7
Desert Portfolio
Gyroscopic Investing
+4.18 5.19 -14.72 30 60 10
Marc Faber Portfolio
Marc Faber
+4.13 8.92 -19.93 50 25 25
All Weather Portfolio
Ray Dalio
+4.07 7.12 -20.19 30 55 15
All Country World 40/60
+4.04 7.18 -19.52 40 60 0
GAA Global Asset Allocation
Mebane Faber
+3.97 7.74 -20.65 40.5 49.5 10
Dynamic 40/60 Income
+3.96 7.17 -17.33 40 60 0
Developed World ex-US 60/40 Momentum
+3.56 8.56 -22.23 60 40 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
Developed World ex-US 60/40 Momentum
+0.97 10.08 -22.23 60 40 0
Developed World ex-US 60/40
+0.33 10.86 -22.40 60 40 0

Here's a list containing the Best Classic Portfolios, with the highest returns over 10 Years and High Risk categorization.

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10 Years Stats (%)
% Allocation
Portfolio Return Dev.Std Drawdown Stocks Bonds Comm
Simple Path to Wealth
JL Collins
+9.60 11.44 -22.24 75 25 0
Stocks/Bonds 60/40 Momentum
+8.85 9.71 -24.21 60 40 0
Stocks/Bonds 60/40
+7.87 9.46 -20.69 60 40 0
No Brainer Portfolio
Bill Bernstein
+7.34 11.04 -19.76 75 25 0
Seven Value
Scott Burns
+7.10 11.36 -20.44 71.5 28.5 0
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