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 30 September 2023
Live Update at Oct 02 2023, 07:58PM Eastern Time
Live Update at Oct 02 2023, 07:58PM Eastern Time
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Aug 2023.
Waiting for updates, inflation of Sep 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.44%
, 5Y: 3.99%
, 10Y: 2.75%
, 30Y: 2.53%
Portfolio returns are updated to 30 September 2023.
Portfolio returns are updated to 30 September 2023.
Live Oct 2023 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 30 September 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 September 2023.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 September 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 September 2023.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Aug 2023.
Waiting for updates, inflation of Sep 2023 is set to 0%.
2023: 3.45%, 2022: 6.45%, 2021: 7.04%, 2020: 1.36%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Sep 30, 2023 |
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) | Oct 2023 | Sep 2023 | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 2023 | 2022 | 2021 | 2020 | 2023 | 2022 | 2021 | 2020 | |
Technology | 1 | 100 | 0 | 0 |
34.97
|
14.80
|
17.36
|
13.48
|
0.83 | 04:00PM, Oct 02 2023 | 0.83 | -5.08 | 19.74 | 22.33 | 18.12 | 23.94 | 1.77 | 0.66 | 0.96 | 0.56 | -32.58 | -32.58 | -81.08 | 0.45 | 0.53 | 0.17 | 12.85 | 9.36 | 39.58 |
35.13
|
-32.58
|
27.42
|
48.40
|
0.57 | 0.54 | 0.54 | 0.64 | |
US Stocks Momentum | 1 | 100 | 0 | 0 |
8.49
|
4.66
|
11.30
|
11.80
|
0.04 | 04:00PM, Oct 02 2023 | 0.04 | -4.82 | 17.22 | 19.02 | 15.31 | 15.21 | 0.49 | 0.24 | 0.74 | 0.78 | -30.16 | -30.16 | -53.85 | 0.15 | 0.37 | 0.22 | 14.00 | 10.05 | 16.08 |
-3.03
|
-18.26
|
13.37
|
29.85
|
1.21 | 1.45 | 0.62 | 1.07 | |
Stocks/Bonds 80/20 Momentum | 2 | 80 | 20 | 0 |
6.66
|
3.82
|
9.37
|
10.57
|
-0.16 | 04:00PM, Oct 02 2023 | -0.16 | -4.35 | 13.89 | 15.71 | 12.60 | 12.27 | 0.48 | 0.24 | 0.74 | 0.86 | -27.23 | -27.23 | -43.61 | 0.14 | 0.34 | 0.24 | 12.48 | 8.95 | 11.85 |
-2.65
|
-17.23
|
10.32
|
25.42
|
1.33 | 1.61 | 0.91 | 1.36 | |
US Stocks | 1 | 100 | 0 | 0 |
20.32
|
9.06
|
11.22
|
9.67
|
-0.13 | 04:00PM, Oct 02 2023 | -0.13 | -4.80 | 15.55 | 19.32 | 15.26 | 15.44 | 1.31 | 0.47 | 0.74 | 0.63 | -24.81 | -24.81 | -50.84 | 0.36 | 0.45 | 0.19 | 9.30 | 6.85 | 14.31 |
12.39
|
-19.51
|
25.67
|
21.03
|
1.27 | 1.33 | 1.51 | 1.71 | |
US Stocks Value | 1 | 100 | 0 | 0 |
21.65
|
8.25
|
9.55
|
9.49
|
-0.66 | 04:00PM, Oct 02 2023 | -0.66 | -4.64 | 17.48 | 19.22 | 15.27 | 15.27 | 1.24 | 0.43 | 0.63 | 0.62 | -26.06 | -26.06 | -55.41 | 0.32 | 0.37 | 0.17 | 7.33 | 5.76 | 13.15 |
7.20
|
-5.39
|
25.21
|
1.55
|
1.52 | 2.07 | 2.32 | 2.40 | |
US Stocks Minimum Volatility | 1 | 100 | 0 | 0 |
11.54
|
6.79
|
10.19
|
9.43
|
-0.65 | 04:00PM, Oct 02 2023 | -0.65 | -2.83 | 12.79 | 15.09 | 12.07 | 13.69 | 0.90 | 0.45 | 0.84 | 0.69 | -19.06 | -19.06 | -43.27 | 0.36 | 0.53 | 0.22 | 6.58 | 4.85 | 10.62 |
1.78
|
-9.42
|
20.84
|
5.64
|
1.38 | 1.45 | 1.52 | 1.89 | |
Warren Buffett Portfolio | 2 | 90 | 10 | 0 |
19.39
|
9.02
|
10.70
|
9.34
|
0.01 | 04:00PM, Oct 02 2023 | 0.01 | -4.33 | 13.71 | 17.04 | 13.48 | 13.57 | 1.41 | 0.53 | 0.79 | 0.69 | -23.08 | -23.08 | -45.52 | 0.39 | 0.46 | 0.21 | 8.48 | 6.23 | 12.59 |
12.40
|
-18.29
|
24.59
|
19.19
|
1.29 | 1.31 | 1.38 | 1.67 | |
Stocks/Bonds 60/40 Momentum | 2 | 60 | 40 | 0 |
4.96
|
2.94
|
7.39
|
9.16
|
-0.36 | 04:00PM, Oct 02 2023 | -0.36 | -3.88 | 10.97 | 12.53 | 9.98 | 9.48 | 0.45 | 0.23 | 0.74 | 0.97 | -24.21 | -24.21 | -32.52 | 0.12 | 0.31 | 0.28 | 10.96 | 7.84 | 8.08 |
-2.27
|
-16.20
|
7.27
|
20.99
|
1.45 | 1.76 | 1.20 | 1.65 | |
Stocks/Bonds 80/20 | 2 | 80 | 20 | 0 |
16.11
|
7.40
|
9.30
|
8.81
|
-0.30 | 04:00PM, Oct 02 2023 | -0.30 | -4.39 | 13.26 | 15.93 | 12.50 | 12.40 | 1.21 | 0.46 | 0.74 | 0.71 | -22.75 | -22.75 | -41.09 | 0.33 | 0.41 | 0.21 | 8.48 | 6.19 | 10.39 |
9.69
|
-18.23
|
20.16
|
18.36
|
1.38 | 1.51 | 1.62 | 1.87 | |
Sheltered Sam 100/0 | 10 | 97 | 0 | 3 |
15.37
|
5.59
|
7.86
|
8.75
|
-1.05 | 04:00PM, Oct 02 2023 | -1.05 | -4.49 | 16.58 | 18.54 | 14.57 | 15.24 | 0.93 | 0.30 | 0.54 | 0.57 | -25.40 | -25.40 | -54.91 | 0.22 | 0.31 | 0.16 | 8.38 | 6.35 | 11.40 |
3.30
|
-12.59
|
23.26
|
7.92
|
1.74 | 2.02 | 2.43 | 2.06 | |
Dedalo Three | 2 | 100 | 0 | 0 |
20.44
|
8.28
|
10.17
|
8.64
|
-0.25 | 04:00PM, Oct 02 2023 | -0.25 | -4.64 | 15.48 | 18.94 | 14.99 | 15.33 | 1.32 | 0.44 | 0.68 | 0.56 | -25.03 | -25.03 | -52.73 | 0.33 | 0.41 | 0.16 | 9.27 | 6.91 | 15.17 |
11.57
|
-19.06
|
23.45
|
19.70
|
1.36 | 1.47 | 1.70 | 1.77 | |
Simple Path to Wealth | 2 | 75 | 25 | 0 |
15.08
|
6.97
|
8.81
|
8.57
|
-0.34 | 04:00PM, Oct 02 2023 | -0.34 | -4.28 | 12.71 | 15.10 | 11.83 | 11.66 | 1.19 | 0.46 | 0.75 | 0.73 | -22.24 | -22.24 | -38.53 | 0.31 | 0.40 | 0.22 | 8.29 | 6.04 | 9.47 |
9.01
|
-17.91
|
18.79
|
17.70
|
1.41 | 1.56 | 1.65 | 1.92 | |
Robust | 8 | 70 | 20 | 10 |
8.45
|
3.76
|
6.12
|
8.50
|
-0.82 | 04:00PM, Oct 02 2023 | -0.82 | -3.16 | 12.29 | 14.16 | 11.05 | 11.04 | 0.69 | 0.27 | 0.55 | 0.77 | -19.09 | -19.09 | -44.20 | 0.20 | 0.32 | 0.19 | 7.26 | 5.37 | 8.37 |
-0.06
|
-10.29
|
17.40
|
7.53
|
1.62 | 1.83 | 1.61 | 1.55 | |
Aggressive Global Income | 4 | 80 | 20 | 0 |
13.83
|
3.33
|
5.11
|
8.46
|
-1.38 | 04:00PM, Oct 02 2023 | -1.38 | -3.14 | 14.24 | 15.65 | 12.62 | 14.40 | 0.97 | 0.21 | 0.40 | 0.59 | -23.84 | -23.84 | -52.63 | 0.14 | 0.21 | 0.16 | 7.50 | 6.21 | 10.89 |
1.86
|
-8.43
|
17.07
|
-1.13
|
2.88 | 3.49 | 3.67 | 3.52 | |
Sheltered Sam 90/10 | 12 | 87.3 | 10 | 2.7 |
13.80
|
5.21
|
7.23
|
8.38
|
-1.00 | 04:00PM, Oct 02 2023 | -1.00 | -4.15 | 15.05 | 16.72 | 13.14 | 13.68 | 0.92 | 0.31 | 0.55 | 0.61 | -22.65 | -22.65 | -50.12 | 0.23 | 0.32 | 0.17 | 7.70 | 5.82 | 9.89 |
3.01
|
-12.09
|
21.12
|
7.74
|
1.73 | 2.12 | 2.38 | 1.97 | |
Edge Select Aggressive | 12 | 84 | 16 | 0 |
18.09
|
6.25
|
7.78
|
8.09
|
-0.48 | 04:00PM, Oct 02 2023 | -0.48 | -4.10 | 14.14 | 15.80 | 12.63 | 13.22 | 1.28 | 0.40 | 0.62 | 0.61 | -23.81 | -23.81 | -45.65 | 0.26 | 0.33 | 0.18 | 8.56 | 6.47 | 11.10 |
9.55
|
-17.87
|
15.74
|
17.62
|
1.44 | 1.69 | 1.85 | 1.73 | |
Dedalo Four | 3 | 80 | 20 | 0 |
16.47
|
6.75
|
8.59
|
8.06
|
-0.32 | 04:00PM, Oct 02 2023 | -0.32 | -4.11 | 13.21 | 15.59 | 12.27 | 12.33 | 1.25 | 0.43 | 0.70 | 0.65 | -22.61 | -22.61 | -43.94 | 0.30 | 0.38 | 0.18 | 8.33 | 6.13 | 10.93 |
9.64
|
-17.79
|
18.23
|
16.65
|
1.33 | 1.44 | 2.07 | 1.65 | |
Mid-Fifties | 8 | 80 | 20 | 0 |
13.64
|
4.65
|
6.39
|
8.06
|
-0.81 | 04:00PM, Oct 02 2023 | -0.81 | -4.19 | 14.36 | 15.31 | 12.13 | 12.95 | 0.95 | 0.30 | 0.53 | 0.62 | -24.05 | -24.05 | -46.21 | 0.19 | 0.27 | 0.17 | 8.94 | 6.71 | 8.89 |
4.41
|
-17.33
|
15.75
|
11.71
|
1.89 | 2.08 | 2.30 | 2.23 | |
Dedalo Eleven | 9 | 80 | 20 | 0 |
15.76
|
5.59
|
7.30
|
8.03
|
-0.49 | 04:00PM, Oct 02 2023 | -0.49 | -4.05 | 13.73 | 15.32 | 12.20 | 12.69 | 1.15 | 0.36 | 0.60 | 0.63 | -23.40 | -23.40 | -44.63 | 0.24 | 0.31 | 0.18 | 8.56 | 6.47 | 10.66 |
7.87
|
-17.79
|
14.88
|
16.06
|
1.53 | 2.04 | 2.12 | 1.69 | |
Late Thirties to Early Forties | 8 | 85 | 15 | 0 |
14.89
|
4.90
|
6.61
|
8.00
|
-0.74 | 04:00PM, Oct 02 2023 | -0.74 | -4.15 | 14.69 | 15.81 | 12.59 | 13.57 | 1.01 | 0.31 | 0.52 | 0.59 | -24.26 | -24.26 | -48.28 | 0.20 | 0.27 | 0.17 | 8.97 | 6.82 | 9.84 |
5.31
|
-17.38
|
15.84
|
12.75
|
1.77 | 1.97 | 2.23 | 2.11 | |
Robo Advisor 100 | 6 | 100 | 0 | 0 |
18.62
|
5.40
|
7.30
|
7.98
|
-0.83 | 04:00PM, Oct 02 2023 | -0.83 | -4.19 | 16.58 | 18.40 | 14.70 | 15.79 | 1.12 | 0.29 | 0.50 | 0.51 | -24.17 | -24.17 | -54.55 | 0.22 | 0.30 | 0.15 | 8.87 | 7.04 | 13.31 |
6.16
|
-15.26
|
18.02
|
12.47
|
1.49 | 1.83 | 2.34 | 1.94 | |
Sheltered Sam 80/20 | 12 | 77.6 | 20 | 2.4 |
12.27
|
4.82
|
6.58
|
7.97
|
-0.94 | 04:00PM, Oct 02 2023 | -0.94 | -3.79 | 13.54 | 14.93 | 11.73 | 12.15 | 0.91 | 0.32 | 0.56 | 0.66 | -19.89 | -19.89 | -45.06 | 0.24 | 0.33 | 0.18 | 7.03 | 5.31 | 8.49 |
2.72
|
-11.58
|
18.98
|
7.57
|
1.71 | 2.23 | 2.33 | 1.87 | |
Late Sixties and Beyond | 8 | 71 | 29 | 0 |
11.67
|
4.41
|
6.06
|
7.93
|
-0.86 | 04:00PM, Oct 02 2023 | -0.86 | -4.04 | 13.13 | 13.99 | 11.04 | 11.63 | 0.89 | 0.32 | 0.55 | 0.68 | -22.44 | -22.44 | -41.80 | 0.20 | 0.27 | 0.19 | 8.37 | 6.20 | 7.72 |
3.40
|
-16.23
|
15.40
|
10.03
|
2.09 | 2.16 | 2.25 | 2.27 | |
Mid-Twenties | 8 | 87 | 13 | 0 |
15.21
|
4.89
|
6.60
|
7.90
|
-0.73 | 04:00PM, Oct 02 2023 | -0.73 | -4.16 | 14.91 | 16.07 | 12.81 | 13.91 | 1.02 | 0.30 | 0.52 | 0.57 | -24.50 | -24.50 | -49.50 | 0.20 | 0.27 | 0.16 | 9.08 | 6.94 | 10.42 |
5.61
|
-17.64
|
15.90
|
12.95
|
1.73 | 1.94 | 2.22 | 2.07 | |
Ultimate Buy and Hold Strategy | 10 | 100 | 0 | 0 |
15.59
|
3.37
|
6.10
|
7.90
|
-1.28 | 04:00PM, Oct 02 2023 | -1.28 | -4.39 | 17.04 | 19.11 | 15.02 | 15.67 | 0.92 | 0.18 | 0.41 | 0.50 | -27.54 | -27.54 | -57.21 | 0.12 | 0.22 | 0.14 | 10.00 | 7.64 | 12.17 |
2.84
|
-15.37
|
19.37
|
6.40
|
1.95 | 2.27 | 2.79 | 2.06 | |
Second Grader's Starter | 3 | 90 | 10 | 0 |
18.31
|
6.41
|
8.04
|
7.87
|
-0.53 | 04:00PM, Oct 02 2023 | -0.53 | -4.18 | 14.52 | 16.74 | 13.30 | 13.81 | 1.26 | 0.38 | 0.60 | 0.57 | -24.21 | -24.21 | -48.52 | 0.26 | 0.33 | 0.16 | 8.78 | 6.63 | 12.77 |
8.95
|
-17.70
|
17.70
|
16.72
|
1.56 | 1.80 | 2.09 | 1.94 | |
Robo Advisor 90 | 11 | 90.1 | 9.9 | 0 |
16.44
|
4.90
|
6.80
|
7.86
|
-0.85 | 04:00PM, Oct 02 2023 | -0.85 | -4.03 | 15.46 | 17.04 | 13.56 | 14.43 | 1.06 | 0.29 | 0.50 | 0.54 | -23.36 | -23.36 | -50.07 | 0.21 | 0.29 | 0.16 | 8.55 | 6.70 | 11.39 |
5.39
|
-15.33
|
16.04
|
12.42
|
1.57 | 1.95 | 2.36 | 1.94 | |
Stocks/Bonds 60/40 | 2 | 60 | 40 | 0 |
12.03
|
5.68
|
7.33
|
7.80
|
-0.46 | 04:00PM, Oct 02 2023 | -0.46 | -3.95 | 11.15 | 12.69 | 9.86 | 9.52 | 1.08 | 0.45 | 0.74 | 0.82 | -20.69 | -20.69 | -30.55 | 0.27 | 0.35 | 0.26 | 7.75 | 5.61 | 6.89 |
6.98
|
-16.95
|
14.66
|
15.70
|
1.49 | 1.69 | 1.73 | 2.04 | |
Weird Portfolio | 5 | 60 | 20 | 20 |
5.16
|
2.78
|
4.74
|
7.80
|
-1.66 | 04:00PM, Oct 02 2023 | -1.66 | -6.13 | 15.29 | 13.56 | 10.86 | 10.66 | 0.34 | 0.21 | 0.44 | 0.73 | -24.18 | -24.18 | -32.97 | 0.11 | 0.20 | 0.24 | 9.10 | 6.78 | 6.37 |
-2.57
|
-18.17
|
14.49
|
10.52
|
1.61 | 1.49 | 2.02 | 1.62 | |
Talmud Portfolio | 3 | 66.7 | 33.3 | 0 |
6.25
|
4.26
|
6.25
|
7.70
|
-0.98 | 04:00PM, Oct 02 2023 | -0.98 | -4.85 | 12.61 | 13.70 | 10.85 | 10.71 | 0.50 | 0.31 | 0.58 | 0.72 | -22.88 | -22.88 | -40.17 | 0.19 | 0.27 | 0.19 | 9.36 | 6.81 | 7.33 |
1.94
|
-19.62
|
21.44
|
8.02
|
2.02 | 2.13 | 2.37 | 2.63 | |
Seven Value | 7 | 71.5 | 28.5 | 0 |
13.50
|
5.94
|
6.36
|
7.70
|
-1.06 | 04:00PM, Oct 02 2023 | -1.06 | -2.89 | 13.80 | 14.97 | 11.65 | 11.29 | 0.98 | 0.40 | 0.55 | 0.68 | -20.44 | -20.44 | -41.22 | 0.29 | 0.31 | 0.19 | 5.52 | 4.42 | 7.35 |
2.81
|
-3.63
|
22.53
|
1.86
|
1.90 | 3.17 | 3.60 | 2.32 | |
Yale Endowment | 6 | 70 | 30 | 0 |
8.15
|
3.74
|
5.80
|
7.69
|
-1.08 | 04:00PM, Oct 02 2023 | -1.08 | -5.06 | 13.97 | 13.88 | 10.97 | 10.90 | 0.58 | 0.27 | 0.53 | 0.71 | -25.53 | -25.53 | -39.48 | 0.15 | 0.23 | 0.19 | 9.97 | 7.30 | 7.47 |
2.05
|
-21.08
|
17.53
|
12.03
|
1.84 | 2.58 | 2.65 | 2.12 | |
Robo Advisor 80 | 10 | 80 | 20 | 0 |
14.74
|
4.35
|
6.21
|
7.68
|
-0.86 | 04:00PM, Oct 02 2023 | -0.86 | -3.85 | 14.38 | 15.55 | 12.33 | 13.05 | 1.03 | 0.28 | 0.50 | 0.59 | -22.63 | -22.63 | -45.47 | 0.19 | 0.27 | 0.17 | 8.22 | 6.37 | 9.67 |
4.78
|
-15.27
|
13.94
|
11.77
|
1.58 | 2.03 | 2.47 | 1.97 | |
Couch Potato | 2 | 50 | 50 | 0 |
10.16
|
5.50
|
6.49
|
7.65
|
-0.45 | 04:00PM, Oct 02 2023 | -0.45 | -3.47 | 9.89 | 11.64 | 8.99 | 8.70 | 1.03 | 0.47 | 0.72 | 0.88 | -19.77 | -19.77 | -27.04 | 0.28 | 0.33 | 0.28 | 7.26 | 5.28 | 5.22 |
5.60
|
-16.31
|
15.67
|
15.93
|
1.34 | 3.61 | 2.96 | 1.50 | |
Core Four | 4 | 80 | 20 | 0 |
14.42
|
5.47
|
7.12
|
7.64
|
-0.69 | 04:00PM, Oct 02 2023 | -0.69 | -4.22 | 13.62 | 15.14 | 11.91 | 12.14 | 1.06 | 0.36 | 0.60 | 0.63 | -23.46 | -23.46 | -44.44 | 0.23 | 0.30 | 0.17 | 8.64 | 6.39 | 9.85 |
6.59
|
-17.83
|
17.18
|
13.93
|
1.70 | 1.93 | 2.20 | 2.14 | |
Edge Select Moderately Aggressive | 12 | 69 | 31 | 0 |
15.38
|
5.43
|
6.83
|
7.63
|
-0.56 | 04:00PM, Oct 02 2023 | -0.56 | -3.85 | 12.70 | 13.69 | 10.86 | 11.09 | 1.21 | 0.40 | 0.63 | 0.69 | -22.31 | -22.31 | -38.23 | 0.24 | 0.31 | 0.20 | 7.99 | 5.96 | 8.51 |
8.10
|
-17.08
|
12.88
|
16.02
|
1.58 | 1.79 | 1.82 | 1.86 | |
Stocks/Bonds 40/60 Momentum | 2 | 40 | 60 | 0 |
3.37
|
2.03
|
5.36
|
7.59
|
-0.56 | 04:00PM, Oct 02 2023 | -0.56 | -3.42 | 8.63 | 9.57 | 7.55 | 6.91 | 0.39 | 0.21 | 0.71 | 1.10 | -21.11 | -21.11 | -21.11 | 0.10 | 0.25 | 0.36 | 9.43 | 6.73 | 5.04 |
-1.89
|
-15.17
|
4.23
|
16.57
|
1.57 | 1.92 | 1.48 | 1.95 | |
Sheltered Sam 70/30 | 12 | 67.9 | 30 | 2.1 |
10.79
|
4.42
|
5.92
|
7.53
|
-0.89 | 04:00PM, Oct 02 2023 | -0.89 | -3.44 | 12.05 | 13.18 | 10.34 | 10.65 | 0.90 | 0.34 | 0.57 | 0.71 | -17.80 | -17.80 | -39.73 | 0.25 | 0.33 | 0.19 | 6.39 | 4.81 | 7.13 |
2.42
|
-11.08
|
16.83
|
7.39
|
1.69 | 2.34 | 2.28 | 1.77 | |
Four Funds | 4 | 80 | 20 | 0 |
16.20
|
5.70
|
7.10
|
7.50
|
-0.60 | 04:00PM, Oct 02 2023 | -0.60 | -3.91 | 13.46 | 15.18 | 12.03 | 12.40 | 1.20 | 0.38 | 0.59 | 0.61 | -23.20 | -23.20 | -44.08 | 0.25 | 0.31 | 0.17 | 8.32 | 6.28 | 10.69 |
7.59
|
-17.06
|
15.70
|
15.71
|
1.57 | 2.25 | 2.38 | 1.89 | |
Six Ways from Sunday | 6 | 66.7 | 33.3 | 0 |
13.27
|
5.70
|
5.75
|
7.44
|
-1.08 | 04:00PM, Oct 02 2023 | -1.08 | -2.83 | 13.48 | 14.58 | 11.36 | 10.89 | 0.98 | 0.39 | 0.51 | 0.68 | -19.67 | -19.67 | -39.14 | 0.29 | 0.29 | 0.19 | 5.32 | 4.35 | 6.70 |
3.23
|
-3.84
|
21.86
|
1.75
|
1.90 | 3.30 | 3.75 | 2.27 | |
Lazy Portfolio | 6 | 70 | 30 | 0 |
9.37
|
4.29
|
5.74
|
7.44
|
-0.82 | 04:00PM, Oct 02 2023 | -0.82 | -4.07 | 12.52 | 13.30 | 10.50 | 10.82 | 0.75 | 0.32 | 0.55 | 0.69 | -22.43 | -22.43 | -40.89 | 0.19 | 0.26 | 0.18 | 8.55 | 6.28 | 7.41 |
3.28
|
-17.86
|
17.34
|
10.56
|
1.73 | 2.52 | 2.51 | 2.03 | |
Three Funds | 3 | 80 | 20 | 0 |
16.18
|
5.56
|
7.06
|
7.42
|
-0.62 | 04:00PM, Oct 02 2023 | -0.62 | -3.96 | 13.55 | 15.10 | 11.97 | 12.33 | 1.19 | 0.37 | 0.59 | 0.60 | -23.18 | -23.18 | -43.68 | 0.24 | 0.30 | 0.17 | 8.35 | 6.29 | 10.82 |
7.60
|
-17.06
|
14.95
|
15.39
|
1.61 | 1.89 | 2.15 | 2.02 | |
Jane Bryant Quinn Portfolio | 5 | 70 | 30 | 0 |
12.55
|
4.94
|
6.44
|
7.40
|
-0.82 | 04:00PM, Oct 02 2023 | -0.82 | -4.13 | 12.60 | 13.93 | 10.85 | 10.71 | 1.00 | 0.35 | 0.59 | 0.69 | -22.74 | -22.74 | -39.55 | 0.22 | 0.28 | 0.19 | 8.32 | 6.09 | 8.01 |
5.32
|
-17.43
|
16.85
|
12.52
|
1.74 | 2.33 | 2.50 | 2.13 | |
Family Taxable Portfolio | 11 | 70 | 30 | 0 |
10.97
|
3.10
|
5.53
|
7.36
|
-0.94 | 04:00PM, Oct 02 2023 | -0.94 | -4.31 | 13.88 | 14.25 | 11.24 | 11.60 | 0.79 | 0.22 | 0.49 | 0.63 | -23.76 | -23.76 | -38.46 | 0.13 | 0.23 | 0.19 | 8.94 | 6.70 | 7.99 |
3.16
|
-17.99
|
11.93
|
14.59
|
1.51 | 2.45 | 2.47 | 1.80 | |
LifeStrategy Growth Fund | 4 | 80 | 20 | 0 |
16.27
|
5.43
|
6.96
|
7.35
|
-0.61 | 04:00PM, Oct 02 2023 | -0.61 | -3.89 | 13.54 | 15.04 | 11.94 | 12.36 | 1.20 | 0.36 | 0.58 | 0.60 | -23.11 | -23.11 | -44.18 | 0.24 | 0.30 | 0.17 | 8.32 | 6.28 | 10.90 |
7.65
|
-16.96
|
14.57
|
15.01
|
1.59 | 1.85 | 2.27 | 1.95 | |
Golden Butterfly | 5 | 40 | 40 | 20 |
6.40
|
4.06
|
5.05
|
7.29
|
-1.00 | 04:00PM, Oct 02 2023 | -1.00 | -4.77 | 11.43 | 9.97 | 8.01 | 7.61 | 0.56 | 0.41 | 0.63 | 0.96 | -17.79 | -17.79 | -17.79 | 0.23 | 0.28 | 0.41 | 6.15 | 4.64 | 3.51 |
0.95
|
-13.35
|
9.35
|
13.93
|
1.25 | 1.13 | 1.03 | 1.09 | |
No Brainer Portfolio | 4 | 75 | 25 | 0 |
13.04
|
4.41
|
6.27
|
7.22
|
-0.74 | 04:00PM, Oct 02 2023 | -0.74 | -3.61 | 12.60 | 14.38 | 11.42 | 11.69 | 1.03 | 0.31 | 0.55 | 0.62 | -19.76 | -19.76 | -40.40 | 0.22 | 0.32 | 0.18 | 7.46 | 5.64 | 8.70 |
5.34
|
-13.89
|
15.39
|
11.61
|
1.55 | 1.58 | 1.74 | 1.53 | |
Perfect Portfolio | 7 | 80 | 20 | 0 |
16.43
|
5.84
|
6.68
|
7.20
|
-0.64 | 04:00PM, Oct 02 2023 | -0.64 | -3.25 | 12.74 | 14.55 | 11.63 | 12.35 | 1.29 | 0.40 | 0.57 | 0.58 | -18.62 | -18.62 | -44.81 | 0.31 | 0.36 | 0.16 | 6.39 | 5.13 | 10.45 |
7.19
|
-11.28
|
16.52
|
10.46
|
1.89 | 1.87 | 1.92 | 1.69 | |
Gone Fishin' Portfolio | 10 | 65 | 30 | 5 |
11.35
|
3.44
|
5.03
|
7.20
|
-1.05 | 04:00PM, Oct 02 2023 | -1.05 | -3.95 | 13.16 | 13.99 | 11.03 | 12.05 | 0.86 | 0.25 | 0.46 | 0.60 | -21.98 | -21.98 | -43.02 | 0.16 | 0.23 | 0.17 | 8.12 | 6.17 | 8.22 |
2.92
|
-15.58
|
11.58
|
12.37
|
1.71 | 2.48 | 2.60 | 2.16 | |
Coffeehouse | 7 | 60 | 40 | 0 |
7.54
|
3.19
|
5.35
|
7.19
|
-1.07 | 04:00PM, Oct 02 2023 | -1.07 | -4.10 | 12.30 | 12.67 | 9.86 | 9.60 | 0.61 | 0.25 | 0.54 | 0.75 | -19.65 | -19.65 | -33.93 | 0.16 | 0.27 | 0.21 | 7.45 | 5.46 | 6.08 |
0.92
|
-14.38
|
15.24
|
7.45
|
1.80 | 2.05 | 2.31 | 2.25 | |
Long Term Portfolio | 6 | 80 | 20 | 0 |
13.57
|
4.59
|
6.10
|
7.19
|
-0.80 | 04:00PM, Oct 02 2023 | -0.80 | -3.80 | 13.36 | 14.72 | 11.66 | 12.40 | 1.02 | 0.31 | 0.52 | 0.58 | -20.52 | -20.52 | -45.92 | 0.22 | 0.30 | 0.16 | 7.64 | 5.79 | 9.47 |
5.27
|
-14.26
|
16.72
|
9.40
|
1.93 | 1.73 | 1.92 | 1.66 | |
Sheltered Sam 60/40 | 12 | 58.2 | 40 | 1.8 |
9.35
|
4.01
|
5.26
|
7.07
|
-0.84 | 04:00PM, Oct 02 2023 | -0.84 | -3.08 | 10.59 | 11.46 | 8.98 | 9.20 | 0.88 | 0.35 | 0.59 | 0.77 | -16.49 | -16.49 | -34.12 | 0.24 | 0.32 | 0.21 | 5.79 | 4.34 | 5.86 |
2.13
|
-10.58
|
14.69
|
7.21
|
1.67 | 2.45 | 2.23 | 1.68 | |
Tilt Toward Value | 7 | 60 | 40 | 0 |
9.32
|
3.80
|
5.55
|
7.05
|
-0.86 | 04:00PM, Oct 02 2023 | -0.86 | -3.86 | 11.70 | 12.16 | 9.47 | 9.35 | 0.80 | 0.31 | 0.59 | 0.75 | -20.45 | -20.45 | -34.63 | 0.19 | 0.27 | 0.20 | 7.61 | 5.55 | 6.28 |
3.20
|
-15.72
|
13.78
|
9.48
|
1.75 | 1.99 | 2.43 | 2.18 | |
Robo Advisor 50 | 10 | 49.9 | 50.1 | 0 |
10.21
|
2.74
|
4.44
|
7.02
|
-0.86 | 04:00PM, Oct 02 2023 | -0.86 | -3.26 | 11.26 | 11.32 | 8.86 | 9.27 | 0.91 | 0.24 | 0.50 | 0.76 | -20.25 | -20.25 | -30.72 | 0.14 | 0.22 | 0.23 | 7.38 | 5.52 | 5.72 |
3.15
|
-14.79
|
7.95
|
9.50
|
1.64 | 2.29 | 2.80 | 2.06 | |
Edge Select Moderate | 12 | 53 | 47 | 0 |
12.09
|
4.30
|
5.63
|
7.01
|
-0.68 | 04:00PM, Oct 02 2023 | -0.68 | -3.56 | 11.23 | 11.47 | 9.00 | 8.89 | 1.08 | 0.37 | 0.62 | 0.79 | -20.56 | -20.56 | -29.58 | 0.21 | 0.27 | 0.24 | 7.42 | 5.46 | 5.95 |
6.07
|
-16.06
|
9.66
|
13.88
|
1.71 | 1.86 | 1.77 | 1.93 | |
Five Asset | 6 | 60 | 20 | 20 |
8.63
|
5.05
|
5.02
|
7.01
|
-0.95 | 04:00PM, Oct 02 2023 | -0.95 | -3.31 | 12.34 | 13.82 | 10.87 | 11.28 | 0.70 | 0.37 | 0.46 | 0.62 | -19.30 | -19.30 | -44.75 | 0.26 | 0.26 | 0.16 | 6.51 | 5.48 | 8.26 |
2.69
|
-11.00
|
22.77
|
5.29
|
1.58 | 1.88 | 2.16 | 1.93 | |
Pinwheel | 8 | 65 | 25 | 10 |
10.05
|
4.03
|
4.92
|
7.00
|
-0.95 | 04:00PM, Oct 02 2023 | -0.95 | -3.95 | 12.63 | 12.43 | 9.84 | 10.46 | 0.80 | 0.32 | 0.50 | 0.67 | -19.49 | -19.49 | -36.89 | 0.21 | 0.25 | 0.19 | 6.89 | 5.23 | 6.57 |
2.51
|
-13.57
|
13.53
|
9.12
|
1.67 | 1.60 | 1.79 | 1.62 | |
All Weather Portfolio | 5 | 30 | 55 | 15 |
2.93
|
3.14
|
4.48
|
6.99
|
-1.06 | 04:00PM, Oct 02 2023 | -1.06 | -5.02 | 11.67 | 9.69 | 7.85 | 7.28 | 0.25 | 0.32 | 0.57 | 0.96 | -20.58 | -20.58 | -20.58 | 0.15 | 0.22 | 0.34 | 8.30 | 6.22 | 4.12 |
0.17
|
-18.39
|
8.27
|
15.88
|
1.35 | 1.36 | 1.13 | 1.40 | |
Marc Faber Portfolio | 6 | 50 | 25 | 25 |
7.56
|
4.84
|
4.78
|
6.94
|
-1.10 | 04:00PM, Oct 02 2023 | -1.10 | -4.67 | 12.61 | 11.62 | 9.50 | 9.60 | 0.60 | 0.42 | 0.50 | 0.72 | -19.93 | -19.93 | -28.82 | 0.24 | 0.24 | 0.24 | 7.05 | 5.52 | 5.34 |
0.93
|
-14.67
|
12.98
|
11.15
|
1.56 | 1.71 | 1.94 | 2.02 | |
Gretchen Tai Portfolio | 9 | 70 | 30 | 0 |
13.06
|
3.61
|
5.23
|
6.92
|
-0.96 | 04:00PM, Oct 02 2023 | -0.96 | -3.91 | 13.47 | 14.09 | 11.13 | 11.63 | 0.97 | 0.26 | 0.47 | 0.60 | -23.59 | -23.59 | -41.80 | 0.15 | 0.22 | 0.17 | 8.61 | 6.55 | 8.88 |
4.46
|
-17.30
|
12.15
|
12.24
|
1.79 | 2.43 | 2.69 | 2.16 | |
Margaritaville | 3 | 67 | 33 | 0 |
13.53
|
4.71
|
5.66
|
6.90
|
-0.69 | 04:00PM, Oct 02 2023 | -0.69 | -3.45 | 12.11 | 13.23 | 10.50 | 10.81 | 1.12 | 0.36 | 0.54 | 0.64 | -21.96 | -21.96 | -38.70 | 0.21 | 0.26 | 0.18 | 7.73 | 5.92 | 8.24 |
5.61
|
-16.10
|
13.33
|
14.40
|
1.57 | 3.25 | 3.04 | 1.73 | |
Five Fold | 5 | 60 | 40 | 0 |
8.09
|
3.55
|
5.04
|
6.90
|
-0.90 | 04:00PM, Oct 02 2023 | -0.90 | -3.84 | 11.59 | 12.18 | 9.58 | 9.69 | 0.70 | 0.29 | 0.53 | 0.71 | -21.60 | -21.60 | -37.94 | 0.16 | 0.23 | 0.18 | 8.29 | 6.06 | 6.70 |
2.65
|
-17.44
|
15.57
|
8.59
|
1.78 | 2.79 | 3.25 | 2.00 | |
Simple Money Portfolio | 7 | 60 | 40 | 0 |
11.37
|
2.72
|
4.41
|
6.88
|
-1.07 | 04:00PM, Oct 02 2023 | -1.07 | -2.90 | 11.09 | 11.68 | 9.12 | 9.04 | 1.02 | 0.23 | 0.48 | 0.76 | -18.44 | -18.44 | -32.39 | 0.15 | 0.24 | 0.21 | 6.48 | 4.83 | 5.68 |
2.63
|
-11.48
|
10.46
|
6.87
|
1.65 | 1.76 | 1.99 | 1.57 | |
Sandwich Portfolio | 8 | 55 | 45 | 0 |
8.69
|
3.13
|
4.65
|
6.84
|
-0.77 | 04:00PM, Oct 02 2023 | -0.77 | -3.22 | 10.14 | 10.39 | 8.15 | 8.27 | 0.86 | 0.30 | 0.57 | 0.83 | -19.10 | -19.10 | -28.96 | 0.16 | 0.24 | 0.24 | 7.12 | 5.20 | 5.20 |
3.12
|
-14.72
|
9.88
|
10.59
|
1.51 | 1.48 | 1.55 | 1.53 | |
Simple and Cheap | 5 | 60 | 40 | 0 |
10.02
|
3.86
|
5.41
|
6.83
|
-0.80 | 04:00PM, Oct 02 2023 | -0.80 | -3.80 | 11.66 | 12.03 | 9.40 | 9.34 | 0.86 | 0.32 | 0.58 | 0.73 | -21.27 | -21.27 | -34.84 | 0.18 | 0.25 | 0.20 | 7.97 | 5.82 | 6.58 |
4.12
|
-16.81
|
12.62
|
10.84
|
1.75 | 2.00 | 2.43 | 2.19 | |
European Stocks | 1 | 100 | 0 | 0 |
29.74
|
3.96
|
4.01
|
6.79
|
-1.71 | 04:00PM, Oct 02 2023 | -1.71 | -4.49 | 19.91 | 20.38 | 16.71 | 17.85 | 1.49 | 0.19 | 0.24 | 0.38 | -30.98 | -30.98 | -59.77 | 0.13 | 0.13 | 0.11 | 10.73 | 10.56 | 18.64 |
7.22
|
-16.00
|
16.88
|
6.11
|
2.85 | 2.67 | 3.49 | 2.85 | |
Coward's Portfolio | 9 | 60 | 40 | 0 |
9.46
|
3.78
|
5.22
|
6.78
|
-0.71 | 04:00PM, Oct 02 2023 | -0.71 | -2.97 | 10.32 | 11.24 | 8.88 | 9.07 | 0.92 | 0.34 | 0.59 | 0.75 | -15.87 | -15.87 | -32.68 | 0.24 | 0.33 | 0.21 | 5.81 | 4.35 | 5.82 |
2.98
|
-10.59
|
13.60
|
7.17
|
1.65 | 1.61 | 1.49 | 1.58 | |
Nano Portfolio | 5 | 60 | 40 | 0 |
8.69
|
3.62
|
4.90
|
6.76
|
-1.03 | 04:00PM, Oct 02 2023 | -1.03 | -4.05 | 11.87 | 12.35 | 9.68 | 9.60 | 0.73 | 0.29 | 0.51 | 0.70 | -22.12 | -22.12 | -36.66 | 0.16 | 0.22 | 0.18 | 8.29 | 6.05 | 6.56 |
2.31
|
-17.26
|
16.29
|
8.50
|
1.89 | 2.90 | 3.03 | 2.29 | |
LifeStrategy Moderate Growth | 4 | 60 | 40 | 0 |
12.20
|
4.18
|
5.63
|
6.76
|
-0.67 | 04:00PM, Oct 02 2023 | -0.67 | -3.51 | 11.47 | 12.01 | 9.43 | 9.47 | 1.06 | 0.35 | 0.60 | 0.71 | -20.84 | -20.84 | -33.52 | 0.20 | 0.27 | 0.20 | 7.55 | 5.57 | 7.15 |
5.69
|
-15.97
|
10.43
|
12.96
|
1.60 | 1.88 | 2.33 | 1.99 | |
Dynamic 40/60 Income | 5 | 40 | 60 | 0 |
7.83
|
2.53
|
4.15
|
6.74
|
-0.98 | 04:00PM, Oct 02 2023 | -0.98 | -2.33 | 8.54 | 9.93 | 7.54 | 8.04 | 0.92 | 0.25 | 0.55 | 0.84 | -17.33 | -17.33 | -29.84 | 0.15 | 0.24 | 0.23 | 7.00 | 5.04 | 4.83 |
4.09
|
-14.37
|
6.72
|
8.28
|
2.69 | 3.06 | 2.85 | 3.24 | |
Big Rocks Portfolio | 11 | 60 | 40 | 0 |
9.14
|
3.20
|
4.80
|
6.70
|
-0.85 | 04:00PM, Oct 02 2023 | -0.85 | -2.86 | 10.39 | 11.44 | 9.00 | 9.10 | 0.88 | 0.28 | 0.53 | 0.74 | -15.71 | -15.71 | -33.80 | 0.20 | 0.31 | 0.20 | 5.97 | 4.47 | 5.94 |
2.36
|
-10.13
|
13.59
|
5.25
|
1.77 | 1.75 | 1.65 | 1.57 | |
Ultimate Buy&Hold | 12 | 60 | 40 | 0 |
9.22
|
2.46
|
4.09
|
6.69
|
-0.96 | 04:00PM, Oct 02 2023 | -0.96 | -3.08 | 11.02 | 11.49 | 9.02 | 9.24 | 0.84 | 0.21 | 0.45 | 0.72 | -18.44 | -18.44 | -34.23 | 0.13 | 0.22 | 0.20 | 6.80 | 5.10 | 6.03 |
1.81
|
-12.51
|
11.49
|
5.84
|
1.83 | 2.37 | 2.22 | 1.73 | |
Stocks/Bonds 40/60 | 2 | 40 | 60 | 0 |
8.07
|
3.89
|
5.31
|
6.66
|
-0.63 | 04:00PM, Oct 02 2023 | -0.63 | -3.49 | 9.30 | 9.68 | 7.43 | 6.88 | 0.87 | 0.40 | 0.71 | 0.97 | -18.63 | -18.63 | -19.17 | 0.21 | 0.28 | 0.35 | 7.15 | 5.13 | 4.16 |
4.28
|
-15.67
|
9.15
|
13.04
|
1.59 | 1.87 | 1.84 | 2.20 | |
One-Decision Portfolio | 5 | 50 | 50 | 0 |
6.75
|
3.90
|
5.31
|
6.64
|
-0.91 | 04:00PM, Oct 02 2023 | -0.91 | -3.65 | 10.15 | 10.89 | 8.57 | 8.30 | 0.66 | 0.36 | 0.62 | 0.80 | -16.74 | -16.74 | -31.96 | 0.23 | 0.32 | 0.21 | 6.41 | 4.70 | 5.51 |
2.37
|
-13.18
|
16.51
|
5.32
|
2.48 | 1.90 | 1.66 | 1.86 | |
Dynamic 60/40 Income | 5 | 60 | 40 | 0 |
5.84
|
3.38
|
5.02
|
6.64
|
-1.05 | 04:00PM, Oct 02 2023 | -1.05 | -3.08 | 10.09 | 11.46 | 8.86 | 9.25 | 0.58 | 0.30 | 0.57 | 0.72 | -18.21 | -18.21 | -41.44 | 0.19 | 0.28 | 0.16 | 7.61 | 5.51 | 6.63 |
2.92
|
-15.89
|
15.27
|
6.26
|
2.68 | 2.82 | 2.81 | 3.17 | |
Global Market Portfolio | 8 | 45 | 55 | 0 |
7.09
|
2.45
|
4.42
|
6.63
|
-0.99 | 04:00PM, Oct 02 2023 | -0.99 | -4.24 | 12.41 | 10.92 | 8.61 | 8.19 | 0.57 | 0.22 | 0.51 | 0.81 | -23.10 | -23.10 | -25.90 | 0.11 | 0.19 | 0.26 | 9.04 | 6.62 | 5.38 |
1.98
|
-19.25
|
7.49
|
12.06
|
1.86 | 2.08 | 2.43 | 2.07 | |
Ivy Portfolio | 5 | 60 | 20 | 20 |
9.35
|
4.64
|
4.39
|
6.59
|
-1.06 | 04:00PM, Oct 02 2023 | -1.06 | -2.90 | 11.98 | 14.51 | 11.37 | 11.57 | 0.78 | 0.32 | 0.39 | 0.57 | -21.77 | -21.77 | -47.39 | 0.21 | 0.20 | 0.14 | 7.18 | 6.46 | 9.24 |
3.46
|
-10.08
|
22.27
|
2.25
|
1.62 | 1.79 | 2.07 | 2.02 | |
Sheltered Sam 50/50 | 12 | 48.5 | 50 | 1.5 |
7.96
|
3.58
|
4.58
|
6.57
|
-0.79 | 04:00PM, Oct 02 2023 | -0.79 | -2.71 | 9.15 | 9.78 | 7.65 | 7.79 | 0.87 | 0.37 | 0.60 | 0.84 | -15.17 | -15.17 | -28.23 | 0.24 | 0.30 | 0.23 | 5.24 | 3.90 | 4.68 |
1.84
|
-10.08
|
12.55
|
7.04
|
1.66 | 2.56 | 2.18 | 1.58 | |
GAA Global Asset Allocation | 10 | 40.5 | 49.5 | 10 |
7.78
|
3.13
|
4.21
|
6.57
|
-1.03 | 04:00PM, Oct 02 2023 | -1.03 | -3.94 | 11.71 | 10.67 | 8.37 | 7.98 | 0.66 | 0.29 | 0.50 | 0.82 | -20.65 | -20.65 | -24.91 | 0.15 | 0.20 | 0.26 | 7.61 | 5.69 | 4.85 |
2.35
|
-16.44
|
8.69
|
11.18
|
1.69 | 1.84 | 2.20 | 1.86 | |
Simplified Permanent Portfolio | 3 | 25 | 50 | 25 |
6.66
|
4.50
|
4.20
|
6.55
|
-0.83 | 04:00PM, Oct 02 2023 | -0.83 | -4.00 | 10.23 | 8.41 | 7.02 | 6.84 | 0.65 | 0.54 | 0.60 | 0.96 | -16.43 | -16.43 | -16.43 | 0.27 | 0.26 | 0.40 | 5.71 | 4.40 | 3.18 |
2.07
|
-12.67
|
3.72
|
16.46
|
1.26 | 1.14 | 0.78 | 1.02 | |
7Twelve Portfolio | 9 | 50 | 33.3 | 16.7 |
8.20
|
3.83
|
3.71
|
6.49
|
-0.92 | 04:00PM, Oct 02 2023 | -0.92 | -2.20 | 10.26 | 12.04 | 9.47 | 9.79 | 0.80 | 0.32 | 0.39 | 0.66 | -17.90 | -17.90 | -37.96 | 0.21 | 0.21 | 0.17 | 5.75 | 5.52 | 7.07 |
2.93
|
-7.91
|
16.41
|
3.64
|
1.38 | 1.32 | 1.33 | 1.34 | |
Ideal Index | 7 | 70 | 30 | 0 |
10.57
|
3.43
|
4.94
|
6.46
|
-0.92 | 04:00PM, Oct 02 2023 | -0.92 | -3.22 | 11.96 | 12.82 | 10.16 | 10.65 | 0.88 | 0.27 | 0.49 | 0.61 | -18.25 | -18.25 | -40.11 | 0.19 | 0.27 | 0.16 | 6.85 | 5.19 | 7.55 |
2.61
|
-11.91
|
13.98
|
6.95
|
1.81 | 1.88 | 1.94 | 1.75 | |
Four Square | 4 | 50 | 50 | 0 |
10.44
|
3.57
|
4.73
|
6.43
|
-0.66 | 04:00PM, Oct 02 2023 | -0.66 | -3.03 | 10.20 | 10.62 | 8.33 | 8.41 | 1.02 | 0.34 | 0.57 | 0.76 | -19.67 | -19.67 | -29.95 | 0.18 | 0.24 | 0.21 | 7.05 | 5.24 | 5.62 |
4.67
|
-15.24
|
9.33
|
11.91
|
1.49 | 2.78 | 3.18 | 1.59 | |
Edge Select Moderately Conservative | 12 | 37 | 63 | 0 |
9.11
|
3.24
|
4.49
|
6.32
|
-0.74 | 04:00PM, Oct 02 2023 | -0.74 | -3.18 | 9.61 | 9.21 | 7.14 | 6.77 | 0.95 | 0.35 | 0.63 | 0.93 | -18.53 | -18.53 | -20.48 | 0.17 | 0.24 | 0.31 | 6.81 | 4.94 | 4.10 |
4.47
|
-14.91
|
6.44
|
11.65
|
1.77 | 1.88 | 1.84 | 1.95 | |
Desert Portfolio | 3 | 30 | 60 | 10 |
7.44
|
4.10
|
4.34
|
6.32
|
-0.52 | 04:00PM, Oct 02 2023 | -0.52 | -2.79 | 7.83 | 7.12 | 5.58 | 5.45 | 0.95 | 0.58 | 0.78 | 1.16 | -14.72 | -14.72 | -14.72 | 0.28 | 0.29 | 0.43 | 5.18 | 3.74 | 2.68 |
3.69
|
-11.64
|
5.76
|
12.96
|
1.17 | 1.14 | 0.88 | 1.23 | |
High Yield Bonds Income | 4 | 0 | 100 | 0 |
7.46
|
0.68
|
2.66
|
6.31
|
-1.40 | 04:00PM, Oct 02 2023 | -1.40 | -2.99 | 9.93 | 10.79 | 8.44 | 8.73 | 0.75 | 0.06 | 0.32 | 0.72 | -21.84 | -21.84 | -23.97 | 0.03 | 0.12 | 0.26 | 8.96 | 6.62 | 4.99 |
1.65
|
-16.88
|
0.88
|
7.08
|
3.58 | 4.25 | 3.76 | 4.38 | |
Rob Arnott Portfolio | 8 | 30 | 60 | 10 |
4.46
|
2.75
|
3.59
|
6.24
|
-1.02 | 04:00PM, Oct 02 2023 | -1.02 | -3.45 | 10.19 | 9.43 | 7.42 | 7.15 | 0.44 | 0.29 | 0.48 | 0.87 | -17.86 | -17.86 | -24.27 | 0.15 | 0.20 | 0.26 | 6.82 | 5.09 | 4.52 |
0.73
|
-14.81
|
11.04
|
7.98
|
1.76 | 2.31 | 2.57 | 1.88 | |
All Country World 80/20 | 4 | 80 | 20 | 0 |
16.71
|
5.27
|
6.55
|
6.22
|
-0.61 | 04:00PM, Oct 02 2023 | -0.61 | -3.91 | 13.74 | 15.31 | 12.17 | 12.74 | 1.22 | 0.34 | 0.54 | 0.49 | -23.52 | -23.52 | -47.32 | 0.22 | 0.28 | 0.13 | 8.49 | 6.51 | 12.51 |
7.76
|
-17.17
|
14.21
|
14.55
|
1.60 | 1.86 | 2.27 | 1.98 | |
Andrew Tobias Portfolio | 3 | 66.7 | 33.3 | 0 |
15.18
|
4.66
|
5.43
|
6.21
|
-0.65 | 04:00PM, Oct 02 2023 | -0.65 | -2.96 | 10.85 | 12.01 | 9.60 | 9.94 | 1.40 | 0.39 | 0.57 | 0.62 | -18.85 | -18.85 | -36.42 | 0.25 | 0.29 | 0.17 | 6.42 | 4.92 | 8.57 |
6.92
|
-12.58
|
12.14
|
10.55
|
1.65 | 1.61 | 1.80 | 1.64 | |
Permanent Portfolio | 4 | 25 | 50 | 25 |
6.06
|
4.41
|
4.39
|
6.21
|
-0.89 | 04:00PM, Oct 02 2023 | -0.89 | -4.26 | 9.96 | 8.33 | 7.06 | 6.52 | 0.61 | 0.53 | 0.62 | 0.95 | -15.92 | -15.92 | -15.92 | 0.28 | 0.28 | 0.39 | 5.67 | 4.55 | 3.15 |
1.95
|
-12.53
|
4.21
|
16.10
|
1.59 | 1.13 | 0.73 | 0.94 | |
Lifepath Fund | 6 | 40.4 | 59.6 | 0 |
7.87
|
3.07
|
4.32
|
6.17
|
-0.78 | 04:00PM, Oct 02 2023 | -0.78 | -3.28 | 9.61 | 9.47 | 7.30 | 6.93 | 0.82 | 0.32 | 0.59 | 0.89 | -18.92 | -18.92 | -21.23 | 0.16 | 0.23 | 0.29 | 7.06 | 5.12 | 4.24 |
3.08
|
-15.14
|
8.05
|
11.47
|
1.67 | 2.36 | 2.31 | 2.15 | |
All Country World Stocks | 1 | 100 | 0 | 0 |
20.71
|
6.47
|
7.70
|
6.16
|
-0.54 | 04:00PM, Oct 02 2023 | -0.54 | -4.25 | 15.78 | 18.26 | 14.63 | 15.62 | 1.31 | 0.35 | 0.53 | 0.39 | -25.52 | -25.52 | -57.06 | 0.25 | 0.30 | 0.11 | 9.26 | 7.29 | 17.96 |
9.65
|
-18.01
|
18.27
|
16.61
|
1.56 | 1.78 | 2.13 | 1.91 | |
All Country World 60/40 | 4 | 60 | 40 | 0 |
12.87
|
4.02
|
5.35
|
6.12
|
-0.68 | 04:00PM, Oct 02 2023 | -0.68 | -3.54 | 11.78 | 12.48 | 9.81 | 10.03 | 1.09 | 0.32 | 0.55 | 0.61 | -21.52 | -21.52 | -36.70 | 0.19 | 0.25 | 0.17 | 7.83 | 5.85 | 8.05 |
5.88
|
-16.34
|
10.14
|
12.48
|
1.65 | 1.94 | 2.41 | 2.05 | |
Sheltered Sam 40/60 | 12 | 38.8 | 60 | 1.2 |
6.60
|
3.14
|
3.88
|
6.05
|
-0.73 | 04:00PM, Oct 02 2023 | -0.73 | -2.34 | 7.76 | 8.15 | 6.36 | 6.44 | 0.85 | 0.39 | 0.61 | 0.94 | -13.86 | -13.86 | -22.05 | 0.23 | 0.28 | 0.27 | 4.74 | 3.51 | 3.62 |
1.55
|
-9.58
|
10.41
|
6.86
|
1.64 | 2.67 | 2.12 | 1.48 | |
LifeStrategy Conservative Growth | 4 | 40 | 60 | 0 |
8.31
|
2.86
|
4.24
|
6.03
|
-0.72 | 04:00PM, Oct 02 2023 | -0.72 | -3.11 | 9.53 | 9.21 | 7.12 | 6.82 | 0.87 | 0.31 | 0.60 | 0.88 | -18.57 | -18.57 | -21.90 | 0.15 | 0.23 | 0.28 | 6.94 | 5.03 | 4.35 |
3.74
|
-14.98
|
6.29
|
10.90
|
1.61 | 1.90 | 2.39 | 2.03 | |
Paul Boyer Portfolio | 5 | 25 | 50 | 25 |
3.09
|
2.20
|
2.68
|
5.96
|
-1.09 | 04:00PM, Oct 02 2023 | -1.09 | -4.31 | 11.36 | 8.53 | 7.39 | 7.47 | 0.27 | 0.26 | 0.36 | 0.80 | -18.04 | -18.04 | -18.04 | 0.12 | 0.15 | 0.33 | 6.65 | 5.38 | 3.88 |
-1.46
|
-13.57
|
0.51
|
15.04
|
1.16 | 1.15 | 0.90 | 1.04 | |
All Country World 40/60 | 4 | 40 | 60 | 0 |
9.18
|
2.71
|
4.11
|
5.88
|
-0.75 | 04:00PM, Oct 02 2023 | -0.75 | -3.16 | 9.93 | 9.84 | 7.63 | 7.57 | 0.93 | 0.28 | 0.54 | 0.78 | -19.52 | -19.52 | -25.16 | 0.14 | 0.21 | 0.23 | 7.31 | 5.34 | 4.90 |
3.99
|
-15.50
|
6.07
|
10.42
|
1.69 | 2.02 | 2.55 | 2.13 | |
Stocks/Bonds 20/80 Momentum | 2 | 20 | 80 | 0 |
1.88
|
1.08
|
3.26
|
5.87
|
-0.76 | 04:00PM, Oct 02 2023 | -0.76 | -2.95 | 7.22 | 7.10 | 5.53 | 4.85 | 0.26 | 0.15 | 0.59 | 1.21 | -17.91 | -17.91 | -17.91 | 0.06 | 0.18 | 0.33 | 7.92 | 5.66 | 3.54 |
-1.51
|
-14.14
|
1.18
|
12.14
|
1.69 | 2.07 | 1.77 | 2.24 | |
Larry Portfolio | 4 | 30 | 70 | 0 |
3.86
|
0.92
|
2.22
|
5.73
|
-0.80 | 04:00PM, Oct 02 2023 | -0.80 | -2.42 | 8.03 | 6.80 | 5.34 | 5.52 | 0.48 | 0.14 | 0.42 | 1.04 | -15.96 | -15.96 | -15.96 | 0.06 | 0.14 | 0.36 | 6.27 | 4.54 | 3.18 |
-0.06
|
-11.20
|
3.41
|
6.44
|
1.42 | 1.50 | 1.20 | 1.29 | |
Sheltered Sam 30/70 | 12 | 29.1 | 70 | 0.9 |
5.28
|
2.68
|
3.18
|
5.51
|
-0.68 | 04:00PM, Oct 02 2023 | -0.68 | -1.97 | 6.41 | 6.60 | 5.13 | 5.19 | 0.82 | 0.41 | 0.62 | 1.06 | -12.55 | -12.55 | -16.58 | 0.21 | 0.25 | 0.33 | 4.32 | 3.17 | 2.85 |
1.26
|
-9.07
|
8.27
|
6.68
|
1.62 | 2.77 | 2.07 | 1.38 | |
All Country World 20/80 | 4 | 20 | 80 | 0 |
5.64
|
1.35
|
2.82
|
5.51
|
-0.83 | 04:00PM, Oct 02 2023 | -0.83 | -2.76 | 8.24 | 7.56 | 5.79 | 5.56 | 0.68 | 0.18 | 0.49 | 0.99 | -17.97 | -17.97 | -17.97 | 0.08 | 0.16 | 0.31 | 7.20 | 5.17 | 3.62 |
2.10
|
-14.66
|
2.00
|
8.36
|
1.74 | 2.09 | 2.69 | 2.20 | |
Stocks/Bonds 20/80 | 2 | 20 | 80 | 0 |
4.23
|
2.02
|
3.23
|
5.39
|
-0.79 | 04:00PM, Oct 02 2023 | -0.79 | -3.00 | 7.87 | 7.16 | 5.45 | 4.80 | 0.54 | 0.28 | 0.59 | 1.12 | -16.57 | -16.57 | -16.57 | 0.12 | 0.19 | 0.33 | 6.69 | 4.79 | 3.04 |
1.58
|
-14.39
|
3.64
|
10.38
|
1.70 | 2.05 | 1.95 | 2.37 | |
Gold | 1 | 0 | 0 | 100 |
10.85
|
8.74
|
2.95
|
5.37
|
-1.05 | 04:00PM, Oct 02 2023 | -1.05 | -4.76 | 15.31 | 14.20 | 14.14 | 15.44 | 0.71 | 0.62 | 0.21 | 0.35 | -18.08 | -20.85 | -42.91 | 0.48 | 0.14 | 0.13 | 6.98 | 8.46 | 20.47 |
1.07
|
-0.77
|
-4.15
|
24.81
|
0.00 | 0.00 | 0.00 | 0.00 | |
Eliminate Fat Tails | 4 | 30 | 70 | 0 |
4.59
|
1.79
|
2.54
|
5.29
|
-0.71 | 04:00PM, Oct 02 2023 | -0.71 | -1.91 | 6.86 | 7.08 | 5.69 | 6.35 | 0.67 | 0.25 | 0.45 | 0.83 | -12.62 | -12.62 | -18.42 | 0.14 | 0.20 | 0.29 | 4.66 | 3.66 | 3.50 |
1.10
|
-9.61
|
5.40
|
8.18
|
1.91 | 3.01 | 2.12 | 0.99 | |
Dimensional Retirement Income Fund | 7 | 20.4 | 79.6 | 0 |
6.12
|
3.08
|
3.04
|
5.26
|
- | - | - | -1.70 | 5.49 | 6.04 | 4.71 | 4.77 | 1.11 | 0.51 | 0.65 | 1.10 | -12.16 | -12.16 | -12.91 | 0.25 | 0.25 | 0.41 | 4.13 | 3.05 | 2.57 |
2.87
|
-9.39
|
7.04
|
8.69
|
2.32 | 4.29 | 3.41 | 1.56 | |
LifeStrategy Income Fund | 4 | 20 | 80 | 0 |
4.58
|
1.49
|
2.81
|
5.18
|
-0.78 | 04:00PM, Oct 02 2023 | -0.78 | -2.69 | 7.80 | 6.83 | 5.22 | 4.69 | 0.59 | 0.22 | 0.54 | 1.10 | -16.61 | -16.61 | -16.61 | 0.09 | 0.17 | 0.31 | 6.66 | 4.77 | 3.17 |
1.78
|
-14.00
|
2.15
|
8.85
|
1.62 | 1.93 | 2.45 | 2.08 | |
Developed World ex-US 60/40 | 2 | 60 | 40 | 0 |
14.39
|
2.09
|
3.34
|
5.14
|
-1.15 | 04:00PM, Oct 02 2023 | -1.15 | -3.00 | 12.53 | 12.04 | 9.62 | 10.21 | 1.15 | 0.17 | 0.35 | 0.50 | -22.40 | -22.40 | -37.49 | 0.09 | 0.15 | 0.14 | 7.82 | 6.10 | 8.49 |
4.57
|
-14.32
|
6.09
|
7.71
|
1.78 | 1.98 | 3.50 | 1.79 | |
Developed World ex-US 40/60 | 2 | 40 | 60 | 0 |
10.05
|
1.44
|
2.90
|
5.11
|
-0.95 | 04:00PM, Oct 02 2023 | -0.95 | -2.59 | 9.86 | 9.07 | 7.13 | 7.41 | 1.02 | 0.16 | 0.41 | 0.69 | -19.57 | -19.57 | -26.17 | 0.07 | 0.15 | 0.20 | 7.06 | 5.21 | 5.06 |
3.73
|
-13.80
|
3.30
|
6.69
|
1.60 | 1.75 | 3.51 | 1.58 | |
Developed World ex-US 80/20 | 2 | 80 | 20 | 0 |
19.06
|
2.68
|
3.71
|
5.02
|
-1.35 | 04:00PM, Oct 02 2023 | -1.35 | -3.40 | 15.35 | 15.26 | 12.32 | 13.31 | 1.24 | 0.18 | 0.30 | 0.38 | -25.24 | -25.24 | -47.74 | 0.11 | 0.15 | 0.11 | 8.78 | 7.35 | 13.09 |
5.42
|
-14.84
|
8.88
|
8.72
|
1.97 | 2.20 | 3.48 | 2.00 | |
All Country World Bonds | 3 | 0 | 100 | 0 |
2.22
|
-0.06
|
1.48
|
5.02
|
-0.90 | 04:00PM, Oct 02 2023 | -0.90 | -2.35 | 6.84 | 6.00 | 4.69 | 4.55 | 0.32 | -0.01 | 0.31 | 1.10 | -17.60 | -17.60 | -17.60 | 0.00 | 0.08 | 0.29 | 7.75 | 5.56 | 3.56 |
0.22
|
-13.82
|
-2.06
|
6.30
|
1.78 | 2.17 | 2.83 | 2.27 | |
Edge Select Conservative | 12 | 21 | 79 | 0 |
5.94
|
2.18
|
3.02
|
5.01
|
-0.74 | 04:00PM, Oct 02 2023 | -0.74 | -2.06 | 6.33 | 5.77 | 4.45 | 4.20 | 0.94 | 0.38 | 0.68 | 1.19 | -12.44 | -12.44 | -12.44 | 0.17 | 0.24 | 0.40 | 4.42 | 3.19 | 2.34 |
2.59
|
-9.59
|
3.46
|
6.74
|
2.10 | 1.77 | 1.51 | 1.56 | |
Sheltered Sam 20/80 | 12 | 19.4 | 80 | 0.6 |
4.00
|
2.21
|
2.47
|
4.94
|
-0.63 | 04:00PM, Oct 02 2023 | -0.63 | -1.59 | 5.15 | 5.16 | 4.01 | 4.11 | 0.78 | 0.43 | 0.62 | 1.20 | -11.24 | -11.24 | -11.24 | 0.20 | 0.22 | 0.44 | 3.98 | 2.89 | 2.27 |
0.96
|
-8.57
|
6.12
|
6.51
|
1.61 | 2.88 | 2.02 | 1.29 | |
Developed World ex-US 20/80 | 2 | 20 | 80 | 0 |
6.00
|
0.74
|
2.40
|
4.94
|
-0.75 | 04:00PM, Oct 02 2023 | -0.75 | -2.18 | 7.45 | 6.55 | 5.06 | 5.22 | 0.81 | 0.11 | 0.48 | 0.95 | -16.80 | -16.80 | -16.80 | 0.04 | 0.14 | 0.29 | 6.59 | 4.73 | 3.73 |
2.89
|
-13.28
|
0.51
|
5.67
|
1.41 | 1.53 | 3.53 | 1.37 | |
Robo Advisor 20 | 12 | 19.9 | 80.1 | 0 |
5.19
|
1.67
|
2.32
|
4.92
|
-0.61 | 04:00PM, Oct 02 2023 | -0.61 | -1.57 | 5.62 | 5.17 | 4.01 | 4.15 | 0.92 | 0.32 | 0.58 | 1.19 | -12.16 | -12.16 | -12.16 | 0.14 | 0.19 | 0.40 | 4.50 | 3.26 | 2.34 |
2.03
|
-9.10
|
2.61
|
6.01
|
1.66 | 1.78 | 1.60 | 1.58 | |
Emerging Markets Stocks | 1 | 100 | 0 | 0 |
11.32
|
-0.25
|
1.39
|
4.83
|
-0.50 | 04:00PM, Oct 02 2023 | -0.50 | -3.11 | 22.50 | 19.42 | 17.25 | 22.98 | 0.50 | -0.01 | 0.08 | 0.21 | -36.52 | -36.52 | -60.44 | -0.01 | 0.04 | 0.08 | 16.05 | 16.14 | 22.16 |
0.92
|
-20.56
|
-3.61
|
17.03
|
0.82 | 1.95 | 1.89 | 1.68 | |
US Inflation Protection | 1 | 0 | 100 | 0 |
0.70
|
1.62
|
1.43
|
4.79
|
-0.77 | 04:00PM, Oct 02 2023 | -0.77 | -1.92 | 5.36 | 6.21 | 5.10 | 6.04 | 0.13 | 0.26 | 0.28 | 0.79 | -14.74 | -14.74 | -14.74 | 0.11 | 0.10 | 0.32 | 6.06 | 4.49 | 3.98 |
-1.19
|
-13.10
|
5.67
|
10.84
|
1.41 | 5.89 | 4.41 | 1.29 | |
Developed World ex-US Stocks | 1 | 100 | 0 | 0 |
24.10
|
3.21
|
4.02
|
4.75
|
-1.56 | 04:00PM, Oct 02 2023 | -1.56 | -3.78 | 18.29 | 18.66 | 15.16 | 16.60 | 1.32 | 0.17 | 0.27 | 0.29 | -28.08 | -28.08 | -57.00 | 0.11 | 0.14 | 0.08 | 9.92 | 9.06 | 18.41 |
6.26
|
-15.36
|
11.67
|
9.74
|
2.16 | 2.42 | 3.46 | 2.21 | |
Total Bond Developed World ex-US | 1 | 0 | 100 | 0 |
2.21
|
-0.01
|
1.84
|
4.64
|
-0.54 | 04:00PM, Oct 02 2023 | -0.54 | -1.75 | 5.55 | 5.07 | 4.04 | 4.54 | 0.40 | 0.00 | 0.46 | 1.02 | -14.88 | -14.88 | -14.88 | 0.00 | 0.12 | 0.31 | 6.85 | 4.92 | 3.61 |
2.05
|
-12.76
|
-2.28
|
4.65
|
1.22 | 1.31 | 3.55 | 1.16 | |
10-year Treasury | 1 | 0 | 100 | 0 |
-2.02
|
-0.29
|
0.73
|
4.42
|
-1.07 | 04:00PM, Oct 02 2023 | -1.07 | -3.14 | 8.35 | 7.28 | 6.25 | 6.77 | -0.24 | -0.04 | 0.12 | 0.65 | -21.67 | -21.67 | -21.67 | -0.01 | 0.03 | 0.20 | 10.10 | 7.67 | 5.32 |
-2.59
|
-15.19
|
-3.33
|
10.01
|
1.89 | 1.61 | 0.80 | 1.18 | |
Sheltered Sam 10/90 | 12 | 9.7 | 90 | 0.3 |
2.75
|
1.73
|
1.74
|
4.35
|
-0.58 | 04:00PM, Oct 02 2023 | -0.58 | -1.20 | 4.06 | 3.96 | 3.10 | 3.38 | 0.68 | 0.44 | 0.56 | 1.29 | -9.93 | -9.93 | -9.93 | 0.17 | 0.17 | 0.44 | 3.70 | 2.67 | 1.92 |
0.67
|
-8.07
|
3.98
|
6.33
|
1.59 | 2.99 | 1.97 | 1.19 | |
Conservative Income | 6 | 5 | 95 | 0 |
2.04
|
1.14
|
1.63
|
4.15
|
-0.82 | 04:00PM, Oct 02 2023 | -0.82 | -1.79 | 5.00 | 4.65 | 3.72 | 3.57 | 0.41 | 0.25 | 0.44 | 1.16 | -11.50 | -11.50 | -11.50 | 0.10 | 0.14 | 0.36 | 4.66 | 3.40 | 2.30 |
0.31
|
-9.97
|
2.43
|
5.45
|
2.23 | 2.82 | 2.26 | 1.91 | |
Robo Advisor 10 | 12 | 9.9 | 90.1 | 0 |
3.66
|
1.32
|
1.53
|
4.00
|
-0.49 | 04:00PM, Oct 02 2023 | -0.49 | -0.86 | 3.72 | 3.14 | 2.41 | 2.54 | 0.98 | 0.42 | 0.63 | 1.58 | -8.91 | -8.91 | -8.91 | 0.15 | 0.17 | 0.45 | 3.40 | 2.44 | 1.54 |
1.74
|
-6.66
|
0.88
|
4.71
|
1.65 | 1.52 | 1.05 | 1.36 | |
Total Bond US | 1 | 0 | 100 | 0 |
0.49
|
0.09
|
1.09
|
4.00
|
-0.96 | 04:00PM, Oct 02 2023 | -0.96 | -2.48 | 7.09 | 5.78 | 4.57 | 4.13 | 0.07 | 0.02 | 0.24 | 0.97 | -17.28 | -17.28 | -17.28 | 0.01 | 0.06 | 0.23 | 7.51 | 5.43 | 3.35 |
-1.13
|
-13.11
|
-1.86
|
7.71
|
1.81 | 2.23 | 2.06 | 2.53 | |
Sheltered Sam 0/100 | 2 | 0 | 100 | 0 |
1.53
|
1.23
|
1.00
|
3.73
|
-0.52 | 04:00PM, Oct 02 2023 | -0.52 | -0.81 | 3.28 | 3.24 | 2.63 | 3.20 | 0.47 | 0.38 | 0.38 | 1.16 | -8.61 | -8.61 | -8.61 | 0.14 | 0.12 | 0.43 | 3.47 | 2.52 | 1.87 |
0.38
|
-7.57
|
1.84
|
6.16
|
1.57 | 3.10 | 1.92 | 1.09 | |
Robo Advisor 0 | 2 | 0 | 100 | 0 |
2.22
|
0.92
|
0.72
|
3.05
|
-0.37 | 04:00PM, Oct 02 2023 | -0.37 | -0.15 | 2.40 | 1.95 | 1.50 | 1.82 | 0.92 | 0.47 | 0.48 | 1.68 | -5.86 | -5.86 | -5.86 | 0.16 | 0.12 | 0.52 | 2.40 | 1.73 | 1.06 |
1.42
|
-4.20
|
-0.79
|
3.37
|
1.65 | 1.27 | 0.49 | 1.14 | |
Short Term Treasury | 1 | 0 | 100 | 0 |
2.12
|
0.87
|
0.65
|
2.96
|
-0.36 | 04:00PM, Oct 02 2023 | -0.36 | -0.08 | 2.27 | 1.83 | 1.40 | 1.80 | 0.94 | 0.48 | 0.46 | 1.64 | -5.36 | -5.36 | -5.36 | 0.16 | 0.12 | 0.55 | 2.21 | 1.59 | 0.98 |
1.43
|
-3.88
|
-0.72
|
3.03
|
1.68 | 1.24 | 0.26 | 0.96 |
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 Aug 2023.
Waiting for updates, inflation of Sep 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.44%
, 5Y: 3.99%
, 10Y: 2.75%
, 30Y: 2.53%
Portfolio returns are updated to 30 September 2023.
Portfolio returns are updated to 30 September 2023.
Live Oct 2023 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 30 September 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 September 2023.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 September 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 September 2023.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Aug 2023.
Waiting for updates, inflation of Sep 2023 is set to 0%.
2023: 3.45%, 2022: 6.45%, 2021: 7.04%, 2020: 1.36%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Sep 30, 2023 |
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) | Oct 2023 | Sep 2023 | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 3Y | 5Y | 3Y | 5Y | 3Y | 5Y | 2023 | 2022 | 2021 | 2020 | 2023 | 2022 | 2021 | 2020 | |
Cape US Sector Value | 1 | 100 | 0 | 0 |
19.47
|
11.68
|
10.37
|
-0.13 | 03:54PM, Oct 02 2023 | -0.13 | -4.81 | 18.31 | 18.98 | 19.68 | 1.06 | 0.62 | 0.53 | -20.07 | -21.00 | 0.58 | 0.49 | 7.36 | 7.26 |
13.16
|
-15.62
|
27.80
|
19.47
|
0.49 | 0.44 | 0.00 | 0.00 | |
US Stocks ESG | 1 | 100 | 0 | 0 |
21.20
|
7.96
|
9.73
|
0.16 | 04:00PM, Oct 02 2023 | 0.16 | -5.04 | 15.75 | 18.37 | 19.53 | 1.35 | 0.43 | 0.50 | -27.79 | -27.79 | 0.29 | 0.35 | 12.91 | 10.78 |
15.23
|
-24.04
|
26.20
|
25.67
|
1.01 | 1.07 | 0.85 | 1.38 | |
US Stocks Equal Weight | 1 | 100 | 0 | 0 |
13.32
|
11.25
|
7.79
|
-1.13 | 04:00PM, Oct 02 2023 | -1.13 | -5.08 | 18.20 | 18.77 | 20.81 | 0.73 | 0.60 | 0.37 | -20.69 | -26.65 | 0.54 | 0.29 | 7.55 | 8.01 |
1.69
|
-11.62
|
29.41
|
12.71
|
1.40 | 1.59 | 1.64 | 1.83 | |
Stocks/Bonds 60/40 with Bitcoin | 3 | 59 | 39 | 2 |
12.99
|
5.27
|
7.04
|
-0.48 | 07:58PM, Oct 02 2023 | -0.48 | -3.75 | 11.50 | 13.37 | 13.39 | 1.13 | 0.39 | 0.53 | -21.45 | -21.45 | 0.25 | 0.33 | 9.80 | 8.01 |
8.11
|
-17.90
|
15.60
|
21.52
|
1.46 | 1.65 | 1.69 | 2.00 | |
Stocks/Bonds 60/40 2x Leveraged | 2 | 60 | 40 | 0 |
15.32
|
1.31
|
6.30
|
-0.64 | 04:00PM, Oct 02 2023 | -0.64 | -8.78 | 22.38 | 24.76 | 23.50 | 0.68 | 0.05 | 0.27 | -39.53 | -39.53 | 0.03 | 0.16 | 20.53 | 16.51 |
8.04
|
-35.46
|
33.12
|
20.45
|
1.02 | 0.31 | 0.18 | 0.40 | |
Stocks/Bonds 60/40 ESG | 2 | 60 | 40 | 0 |
12.67
|
2.89
|
6.19
|
-0.25 | 04:00PM, Oct 02 2023 | -0.25 | -4.12 | 11.27 | 12.79 | 12.62 | 1.12 | 0.23 | 0.49 | -22.44 | -22.44 | 0.13 | 0.28 | 10.77 | 8.65 |
8.67
|
-19.58
|
14.84
|
18.27
|
1.41 | 1.62 | 1.30 | 1.76 | |
Permanent Portfolio with Bitcoin | 5 | 25 | 50 | 25 |
7.00
|
0.22
|
5.75
|
-0.91 | 07:58PM, Oct 02 2023 | -0.91 | -4.03 | 10.30 | 9.50 | 9.02 | 0.68 | 0.02 | 0.64 | -16.88 | -16.88 | 0.01 | 0.34 | 7.65 | 6.00 |
3.16
|
-13.79
|
5.47
|
21.71
|
1.59 | 1.13 | 0.73 | 0.94 | |
Desert Portfolio with Bitcoin | 4 | 30 | 60 | 10 |
8.37
|
2.14
|
5.46
|
-0.53 | 07:58PM, Oct 02 2023 | -0.53 | -2.58 | 8.19 | 8.65 | 7.99 | 1.02 | 0.25 | 0.68 | -15.73 | -15.73 | 0.14 | 0.35 | 7.09 | 5.58 |
4.90
|
-12.90
|
7.03
|
18.57
|
1.17 | 1.14 | 0.88 | 1.23 | |
Golden Butterfly with Bitcoin | 6 | 40 | 40 | 20 |
7.36
|
2.60
|
5.39
|
-1.01 | 07:58PM, Oct 02 2023 | -1.01 | -4.53 | 11.81 | 11.22 | 10.79 | 0.62 | 0.23 | 0.50 | -18.74 | -18.74 | 0.14 | 0.29 | 8.15 | 6.53 |
2.16
|
-14.60
|
10.61
|
19.54
|
1.25 | 1.13 | 1.03 | 1.09 | |
Stocks/Bonds 40/60 with Bitcoin | 3 | 39 | 59 | 2 |
9.02
|
2.38
|
5.29
|
-0.65 | 07:58PM, Oct 02 2023 | -0.65 | -3.29 | 9.69 | 10.90 | 10.43 | 0.93 | 0.22 | 0.51 | -19.39 | -19.39 | 0.12 | 0.27 | 9.28 | 7.39 |
5.40
|
-16.62
|
10.09
|
18.86
|
1.56 | 1.83 | 1.80 | 2.16 | |
Simplified Permanent Portfolio 2x Leveraged | 3 | 25 | 50 | 25 |
6.37
|
-6.84
|
4.48
|
-1.26 | 04:00PM, Oct 02 2023 | -1.26 | -8.43 | 20.39 | 18.13 | 16.49 | 0.31 | -0.38 | 0.27 | -31.96 | -31.96 | -0.21 | 0.14 | 16.13 | 12.66 |
-1.20
|
-26.74
|
8.10
|
24.56
|
1.27 | 0.24 | 0.14 | 0.38 | |
All Weather Portfolio with Bitcoin | 6 | 30 | 55 | 15 |
3.89
|
-1.44
|
4.41
|
-1.08 | 07:58PM, Oct 02 2023 | -1.08 | -4.84 | 12.12 | 11.63 | 10.45 | 0.32 | -0.12 | 0.42 | -21.81 | -21.81 | -0.07 | 0.20 | 11.22 | 8.79 |
1.38
|
-19.84
|
9.08
|
21.82
|
1.35 | 1.35 | 1.13 | 1.40 | |
Stocks/Bonds 40/60 ESG | 2 | 40 | 60 | 0 |
8.56
|
0.19
|
4.22
|
-0.46 | 04:00PM, Oct 02 2023 | -0.46 | -3.61 | 9.34 | 10.19 | 9.51 | 0.92 | 0.02 | 0.44 | -19.76 | -19.76 | 0.01 | 0.21 | 9.79 | 7.72 |
5.39
|
-17.35
|
9.16
|
14.57
|
1.60 | 1.89 | 1.53 | 1.96 | |
Developed World ex-US Stocks Momentum | 1 | 100 | 0 | 0 |
20.11
|
0.69
|
3.42
|
-1.22 | 03:59PM, Oct 02 2023 | -1.22 | -3.58 | 16.01 | 16.56 | 16.52 | 1.26 | 0.04 | 0.21 | -28.57 | -28.57 | 0.02 | 0.12 | 11.70 | 10.04 |
3.48
|
-16.80
|
6.60
|
22.16
|
1.40 | 2.19 | 5.51 | 1.17 | |
Stocks/Bonds 40/60 2x Leveraged | 2 | 40 | 60 | 0 |
6.43
|
-4.85
|
3.37
|
-0.94 | 04:00PM, Oct 02 2023 | -0.94 | -8.14 | 19.26 | 20.27 | 17.87 | 0.33 | -0.24 | 0.19 | -36.46 | -36.46 | -0.13 | 0.09 | 19.99 | 15.70 |
2.01
|
-33.70
|
19.46
|
19.91
|
1.52 | 0.32 | 0.18 | 0.47 | |
All Weather Portfolio 2x Leveraged | 5 | 37.5 | 55 | 7.5 |
5.42
|
-6.06
|
3.31
|
-2.00 | 04:00PM, Oct 02 2023 | -2.00 | -10.59 | 25.15 | 23.48 | 20.76 | 0.22 | -0.26 | 0.16 | -36.33 | -36.33 | -0.17 | 0.09 | 17.84 | 14.14 |
-4.66
|
-29.60
|
19.72
|
19.68
|
1.34 | 0.42 | 0.32 | 0.37 | |
Desert Portfolio 2x Leveraged | 3 | 30 | 60 | 10 |
4.76
|
-6.85
|
3.20
|
-1.13 | 04:00PM, Oct 02 2023 | -1.13 | -8.11 | 19.03 | 18.25 | 16.08 | 0.25 | -0.38 | 0.20 | -34.04 | -34.04 | -0.20 | 0.09 | 18.32 | 14.33 |
-0.48
|
-30.56
|
12.18
|
21.66
|
1.52 | 0.29 | 0.17 | 0.45 | |
Golden Butterfly 2x Leveraged | 4 | 40 | 40 | 20 |
6.65
|
-3.42
|
2.84
|
-1.54 | 04:00PM, Oct 02 2023 | -1.54 | -9.17 | 21.11 | 19.82 | 18.91 | 0.31 | -0.17 | 0.15 | -34.50 | -34.50 | -0.10 | 0.08 | 17.34 | 13.82 |
-2.14
|
-28.62
|
16.84
|
19.29
|
1.12 | 0.25 | 0.11 | 0.31 | |
Talmud Portfolio 2x Leveraged | 3 | 66.7 | 33.3 | 0 |
2.49
|
-1.67
|
2.58
|
-1.69 | 04:00PM, Oct 02 2023 | -1.69 | -10.30 | 24.75 | 27.35 | 25.84 | 0.10 | -0.06 | 0.10 | -42.70 | -42.70 | -0.04 | 0.06 | 24.24 | 19.72 |
-2.77
|
-39.60
|
46.68
|
4.10
|
1.07 | 0.42 | 0.24 | 0.51 | |
Ark Tech Portfolio | 4 | 100 | 0 | 0 |
7.10
|
-16.51
|
2.49
|
-1.44 | 04:00PM, Oct 02 2023 | -1.44 | -8.50 | 37.24 | 36.98 | 36.86 | 0.19 | -0.45 | 0.07 | -69.47 | -69.47 | -0.24 | 0.04 | 45.19 | 35.47 |
23.79
|
-58.78
|
-18.06
|
149.52
|
0.29 | 0.00 | 1.03 | 2.88 | |
Developed World ex-US 60/40 Momentum | 2 | 60 | 40 | 0 |
12.12
|
-1.17
|
2.25
|
-0.95 | 04:00PM, Oct 02 2023 | -0.95 | -2.86 | 10.97 | 11.24 | 10.94 | 1.10 | -0.10 | 0.21 | -22.23 | -22.23 | -0.05 | 0.10 | 9.74 | 7.94 |
2.91
|
-15.18
|
3.05
|
15.15
|
1.33 | 1.84 | 4.73 | 1.17 | |
Developed World ex-US 40/60 Momentum | 2 | 40 | 60 | 0 |
8.57
|
-2.15
|
1.56
|
-0.82 | 04:00PM, Oct 02 2023 | -0.82 | -2.50 | 8.74 | 8.83 | 8.42 | 0.98 | -0.24 | 0.19 | -19.40 | -19.40 | -0.11 | 0.08 | 9.08 | 7.23 |
2.62
|
-14.37
|
1.27
|
11.65
|
1.29 | 1.66 | 4.33 | 1.16 |
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