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 November 2023
Live Update at Dec 02 2023, 08:59AM Eastern Time
Live Update at Dec 02 2023, 08:59AM Eastern Time
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Oct 2023.
Waiting for updates, inflation of Nov 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.35%
, 5Y: 4.07%
, 10Y: 2.82%
, 30Y: 2.52%
Portfolio returns are updated to 30 November 2023.
Portfolio returns are updated to 30 November 2023.
Live Dec 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 November 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 November 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 November 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 November 2023.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Oct 2023.
Waiting for updates, inflation of Nov 2023 is set to 0%.
2023: 3.66%, 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 (%) - Nov 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) | Dec 2023 | Nov 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 |
33.45
|
18.87
|
17.35
|
13.75
|
0.29 | Dec 01 2023 | 0.29 | 10.82 | 21.64 | 22.30 | 18.35 | 24.01 | 1.55 | 0.85 | 0.95 | 0.57 | -32.58 | -32.58 | -81.08 | 0.58 | 0.53 | 0.17 | 12.61 | 9.41 | 39.58 |
46.66
|
-32.58
|
27.42
|
48.40
|
0.57 | 0.54 | 0.54 | 0.64 | |
US Stocks Momentum | 1 | 100 | 0 | 0 |
0.11
|
8.09
|
11.25
|
12.01
|
0.27 | Dec 01 2023 | 0.27 | 9.23 | 14.92 | 18.85 | 15.49 | 15.28 | 0.01 | 0.43 | 0.73 | 0.79 | -30.16 | -30.16 | -53.85 | 0.27 | 0.37 | 0.22 | 14.25 | 10.45 | 16.17 |
4.20
|
-18.26
|
13.37
|
29.85
|
1.21 | 1.45 | 0.62 | 1.07 | |
Stocks/Bonds 80/20 Momentum | 2 | 80 | 20 | 0 |
0.31
|
6.71
|
9.36
|
10.76
|
0.38 | Dec 01 2023 | 0.38 | 8.27 | 12.92 | 15.62 | 12.79 | 12.35 | 0.02 | 0.43 | 0.73 | 0.87 | -27.23 | -27.23 | -43.61 | 0.25 | 0.34 | 0.25 | 12.81 | 9.34 | 11.95 |
3.72
|
-17.23
|
10.32
|
25.42
|
1.44 | 1.61 | 0.91 | 1.36 | |
US Stocks | 1 | 100 | 0 | 0 |
12.72
|
11.71
|
11.16
|
9.90
|
0.84 | Dec 01 2023 | 0.84 | 9.42 | 16.21 | 19.38 | 15.49 | 15.52 | 0.78 | 0.60 | 0.72 | 0.64 | -24.81 | -24.81 | -50.84 | 0.47 | 0.45 | 0.19 | 9.20 | 6.95 | 14.32 |
19.72
|
-19.51
|
25.67
|
21.03
|
1.27 | 1.33 | 1.51 | 1.71 | |
US Stocks Value | 1 | 100 | 0 | 0 |
10.56
|
10.48
|
9.54
|
9.71
|
1.01 | Dec 01 2023 | 1.01 | 9.56 | 16.18 | 19.42 | 15.49 | 15.36 | 0.65 | 0.54 | 0.62 | 0.63 | -26.06 | -26.06 | -55.41 | 0.40 | 0.37 | 0.18 | 7.28 | 5.82 | 13.16 |
15.04
|
-5.39
|
25.21
|
1.55
|
1.52 | 2.07 | 2.32 | 2.40 | |
US Stocks Minimum Volatility | 1 | 100 | 0 | 0 |
3.33
|
8.15
|
10.13
|
9.58
|
0.69 | Dec 01 2023 | 0.69 | 6.41 | 11.13 | 15.13 | 12.15 | 13.72 | 0.30 | 0.54 | 0.83 | 0.70 | -19.06 | -19.06 | -43.27 | 0.43 | 0.53 | 0.22 | 6.64 | 4.92 | 10.63 |
7.36
|
-9.42
|
20.84
|
5.64
|
1.38 | 1.45 | 1.52 | 1.89 | |
Warren Buffett Portfolio | 2 | 90 | 10 | 0 |
13.59
|
11.47
|
10.69
|
9.54
|
0.57 | Dec 01 2023 | 0.57 | 8.70 | 14.49 | 17.13 | 13.69 | 13.65 | 0.94 | 0.67 | 0.78 | 0.70 | -23.08 | -23.08 | -45.52 | 0.50 | 0.46 | 0.21 | 8.40 | 6.30 | 12.60 |
19.82
|
-18.29
|
24.59
|
19.19
|
1.35 | 1.31 | 1.38 | 1.67 | |
Stocks/Bonds 60/40 Momentum | 2 | 60 | 40 | 0 |
0.49
|
5.28
|
7.42
|
9.34
|
0.49 | Dec 01 2023 | 0.49 | 7.33 | 11.11 | 12.54 | 10.19 | 9.56 | 0.04 | 0.42 | 0.73 | 0.98 | -24.21 | -24.21 | -32.52 | 0.22 | 0.31 | 0.29 | 11.35 | 8.21 | 8.20 |
3.24
|
-16.20
|
7.27
|
20.99
|
1.67 | 1.76 | 1.20 | 1.65 | |
Stocks/Bonds 80/20 | 2 | 80 | 20 | 0 |
10.54
|
9.65
|
9.29
|
9.02
|
0.84 | Dec 01 2023 | 0.84 | 8.53 | 14.32 | 16.06 | 12.74 | 12.49 | 0.74 | 0.60 | 0.73 | 0.72 | -22.75 | -22.75 | -41.09 | 0.42 | 0.41 | 0.22 | 8.49 | 6.31 | 10.41 |
16.13
|
-18.23
|
20.16
|
18.36
|
1.49 | 1.51 | 1.62 | 1.87 | |
Sheltered Sam 100/0 | 10 | 97 | 0 | 3 |
3.99
|
7.63
|
7.75
|
8.95
|
1.46 | Dec 01 2023 | 1.46 | 8.36 | 15.78 | 18.63 | 14.79 | 15.30 | 0.25 | 0.41 | 0.52 | 0.58 | -25.40 | -25.40 | -54.91 | 0.30 | 0.31 | 0.16 | 8.37 | 6.47 | 11.42 |
8.30
|
-12.59
|
23.26
|
7.92
|
1.74 | 2.02 | 2.43 | 2.06 | |
Dedalo Three | 2 | 100 | 0 | 0 |
12.18
|
10.92
|
10.15
|
8.90
|
0.85 | Dec 01 2023 | 0.85 | 9.30 | 16.06 | 19.00 | 15.23 | 15.41 | 0.76 | 0.58 | 0.67 | 0.58 | -25.03 | -25.03 | -52.73 | 0.44 | 0.41 | 0.17 | 9.18 | 7.01 | 15.19 |
18.62
|
-19.06
|
23.45
|
19.70
|
1.36 | 1.47 | 1.70 | 1.77 | |
Simple Path to Wealth | 2 | 75 | 25 | 0 |
9.98
|
9.13
|
8.81
|
8.78
|
0.84 | Dec 01 2023 | 0.84 | 8.30 | 13.85 | 15.25 | 12.07 | 11.75 | 0.72 | 0.60 | 0.73 | 0.75 | -22.24 | -22.24 | -38.53 | 0.41 | 0.40 | 0.23 | 8.33 | 6.17 | 9.49 |
15.24
|
-17.91
|
18.79
|
17.70
|
1.55 | 1.56 | 1.65 | 1.92 | |
Robust | 8 | 70 | 20 | 10 |
0.67
|
5.80
|
6.04
|
8.67
|
0.84 | Dec 01 2023 | 0.84 | 6.24 | 11.68 | 14.13 | 11.21 | 11.09 | 0.06 | 0.41 | 0.54 | 0.78 | -19.09 | -19.09 | -44.20 | 0.30 | 0.32 | 0.20 | 7.25 | 5.56 | 8.41 |
3.43
|
-10.29
|
17.40
|
7.53
|
1.71 | 1.83 | 1.61 | 1.55 | |
Aggressive Global Income | 4 | 80 | 20 | 0 |
2.65
|
4.72
|
5.01
|
8.67
|
1.37 | Dec 01 2023 | 1.37 | 6.31 | 12.47 | 15.71 | 12.74 | 14.42 | 0.21 | 0.30 | 0.39 | 0.60 | -23.84 | -23.84 | -52.63 | 0.20 | 0.21 | 0.16 | 7.51 | 6.26 | 10.90 |
5.77
|
-8.43
|
17.07
|
-1.13
|
3.17 | 3.49 | 3.67 | 3.52 | |
Sheltered Sam 90/10 | 12 | 87.3 | 10 | 2.7 |
3.78
|
7.08
|
7.14
|
8.56
|
1.35 | Dec 01 2023 | 1.35 | 7.70 | 14.44 | 16.80 | 13.34 | 13.73 | 0.26 | 0.42 | 0.54 | 0.62 | -22.65 | -22.65 | -50.12 | 0.31 | 0.32 | 0.17 | 7.71 | 5.95 | 9.91 |
7.68
|
-12.09
|
21.12
|
7.74
|
1.78 | 2.12 | 2.38 | 1.97 | |
Edge Select Aggressive | 12 | 84 | 16 | 0 |
11.19
|
8.67
|
7.82
|
8.30
|
0.78 | Dec 01 2023 | 0.78 | 8.49 | 14.74 | 15.87 | 12.87 | 13.28 | 0.76 | 0.55 | 0.61 | 0.63 | -23.81 | -23.81 | -45.65 | 0.36 | 0.33 | 0.18 | 8.54 | 6.58 | 11.12 |
15.92
|
-17.87
|
15.74
|
17.62
|
1.55 | 1.69 | 1.85 | 1.73 | |
Dedalo Four | 3 | 80 | 20 | 0 |
10.31
|
8.96
|
8.60
|
8.28
|
0.80 | Dec 01 2023 | 0.80 | 8.18 | 13.94 | 15.70 | 12.49 | 12.41 | 0.74 | 0.57 | 0.69 | 0.67 | -22.61 | -22.61 | -43.94 | 0.40 | 0.38 | 0.19 | 8.34 | 6.24 | 10.95 |
15.93
|
-17.79
|
18.23
|
16.65
|
1.40 | 1.44 | 2.07 | 1.65 | |
Mid-Fifties | 8 | 80 | 20 | 0 |
6.44
|
6.59
|
6.55
|
8.27
|
1.04 | Dec 01 2023 | 1.04 | 8.26 | 14.44 | 15.47 | 12.37 | 13.01 | 0.45 | 0.43 | 0.53 | 0.64 | -24.05 | -24.05 | -46.21 | 0.27 | 0.27 | 0.18 | 9.14 | 6.91 | 8.94 |
10.25
|
-17.33
|
15.75
|
11.71
|
2.05 | 2.08 | 2.30 | 2.23 | |
Aim Bold Strategy | 7 | 45 | 40 | 15 |
12.60
|
8.11
|
6.91
|
8.24
|
0.83 | Dec 01 2023 | 0.83 | 6.57 | 11.38 | 11.80 | 9.41 | 9.93 | 1.11 | 0.69 | 0.73 | 0.83 | -20.16 | -20.16 | -30.09 | 0.40 | 0.34 | 0.27 | 6.79 | 5.10 | 7.69 |
15.72
|
-15.30
|
9.04
|
17.74
|
1.84 | 1.80 | 2.28 | 1.93 | |
Robo Advisor 100 | 6 | 100 | 0 | 0 |
7.21
|
7.75
|
7.22
|
8.20
|
1.06 | Dec 01 2023 | 1.06 | 8.54 | 15.96 | 18.43 | 14.92 | 15.84 | 0.45 | 0.42 | 0.48 | 0.52 | -24.17 | -24.17 | -54.55 | 0.32 | 0.30 | 0.15 | 8.81 | 7.15 | 13.33 |
11.66
|
-15.26
|
18.02
|
12.47
|
1.49 | 1.83 | 2.34 | 1.94 | |
Late Thirties to Early Forties | 8 | 85 | 15 | 0 |
7.20
|
6.94
|
6.72
|
8.19
|
0.97 | Dec 01 2023 | 0.97 | 8.32 | 14.72 | 15.93 | 12.82 | 13.63 | 0.49 | 0.44 | 0.52 | 0.60 | -24.26 | -24.26 | -48.28 | 0.29 | 0.28 | 0.17 | 9.12 | 6.99 | 9.88 |
11.19
|
-17.38
|
15.84
|
12.75
|
1.89 | 1.97 | 2.23 | 2.11 | |
Second Grader's Starter | 3 | 90 | 10 | 0 |
10.27
|
8.80
|
8.05
|
8.17
|
0.84 | Dec 01 2023 | 0.84 | 8.62 | 14.96 | 16.82 | 13.54 | 13.87 | 0.69 | 0.52 | 0.59 | 0.59 | -24.21 | -24.21 | -48.52 | 0.36 | 0.33 | 0.17 | 8.75 | 6.75 | 12.79 |
15.14
|
-17.70
|
17.70
|
16.72
|
1.61 | 1.80 | 2.09 | 1.94 | |
Dedalo Eleven | 9 | 80 | 20 | 0 |
8.85
|
7.69
|
7.32
|
8.16
|
0.78 | Dec 01 2023 | 0.78 | 8.03 | 14.18 | 15.42 | 12.43 | 12.77 | 0.62 | 0.50 | 0.59 | 0.64 | -23.40 | -23.40 | -44.63 | 0.33 | 0.31 | 0.18 | 8.64 | 6.61 | 10.69 |
13.62
|
-17.79
|
14.88
|
16.06
|
1.67 | 2.04 | 2.12 | 1.69 | |
Sheltered Sam 80/20 | 12 | 77.6 | 20 | 2.4 |
3.56
|
6.52
|
6.51
|
8.14
|
1.24 | Dec 01 2023 | 1.24 | 7.03 | 13.09 | 15.02 | 11.91 | 12.20 | 0.27 | 0.43 | 0.55 | 0.67 | -19.89 | -19.89 | -45.06 | 0.33 | 0.33 | 0.18 | 7.08 | 5.43 | 8.51 |
7.05
|
-11.58
|
18.98
|
7.57
|
1.82 | 2.23 | 2.33 | 1.87 | |
Late Sixties and Beyond | 8 | 71 | 29 | 0 |
5.57
|
6.15
|
6.25
|
8.13
|
1.07 | Dec 01 2023 | 1.07 | 7.80 | 13.37 | 14.17 | 11.27 | 11.69 | 0.42 | 0.43 | 0.55 | 0.70 | -22.44 | -22.44 | -41.80 | 0.27 | 0.28 | 0.19 | 8.60 | 6.40 | 7.78 |
8.99
|
-16.23
|
15.40
|
10.03
|
2.33 | 2.16 | 2.25 | 2.27 | |
Mid-Twenties | 8 | 87 | 13 | 0 |
7.43
|
6.97
|
6.71
|
8.10
|
0.96 | Dec 01 2023 | 0.96 | 8.39 | 14.95 | 16.18 | 13.05 | 13.96 | 0.50 | 0.43 | 0.51 | 0.58 | -24.50 | -24.50 | -49.50 | 0.28 | 0.27 | 0.16 | 9.23 | 7.12 | 10.46 |
11.50
|
-17.64
|
15.90
|
12.95
|
1.84 | 1.94 | 2.22 | 2.07 | |
Robo Advisor 90 | 11 | 90.1 | 9.9 | 0 |
6.44
|
7.11
|
6.75
|
8.07
|
1.03 | Dec 01 2023 | 1.03 | 8.25 | 15.15 | 17.10 | 13.78 | 14.48 | 0.43 | 0.42 | 0.49 | 0.56 | -23.36 | -23.36 | -50.07 | 0.30 | 0.29 | 0.16 | 8.56 | 6.83 | 11.42 |
10.65
|
-15.33
|
16.04
|
12.42
|
1.62 | 1.95 | 2.36 | 1.94 | |
Ultimate Buy and Hold Strategy | 10 | 100 | 0 | 0 |
3.62
|
5.57
|
6.02
|
8.05
|
1.51 | Dec 01 2023 | 1.51 | 8.51 | 16.50 | 19.17 | 15.25 | 15.73 | 0.22 | 0.29 | 0.39 | 0.51 | -27.54 | -27.54 | -57.21 | 0.20 | 0.22 | 0.14 | 10.03 | 7.83 | 12.21 |
7.26
|
-15.37
|
19.37
|
6.40
|
1.95 | 2.27 | 2.79 | 2.06 | |
Weird Portfolio | 5 | 60 | 20 | 20 |
0.47
|
4.64
|
5.17
|
8.02
|
2.11 | Dec 01 2023 | 2.11 | 8.26 | 15.76 | 13.86 | 11.14 | 10.75 | 0.03 | 0.33 | 0.46 | 0.75 | -24.18 | -24.18 | -32.97 | 0.19 | 0.21 | 0.24 | 9.68 | 7.22 | 6.53 |
2.88
|
-18.17
|
14.49
|
10.52
|
1.72 | 1.49 | 2.02 | 1.62 | |
Talmud Portfolio | 3 | 66.7 | 33.3 | 0 |
3.75
|
5.78
|
6.58
|
8.01
|
1.37 | Dec 01 2023 | 1.37 | 8.64 | 14.40 | 14.08 | 11.15 | 10.81 | 0.26 | 0.41 | 0.59 | 0.74 | -22.88 | -22.88 | -40.17 | 0.25 | 0.29 | 0.20 | 9.83 | 7.15 | 7.43 |
7.89
|
-19.62
|
21.44
|
8.02
|
2.20 | 2.13 | 2.37 | 2.63 | |
Stocks/Bonds 60/40 | 2 | 60 | 40 | 0 |
8.27
|
7.53
|
7.37
|
7.99
|
0.83 | Dec 01 2023 | 0.83 | 7.60 | 12.45 | 12.88 | 10.11 | 9.61 | 0.66 | 0.58 | 0.73 | 0.83 | -20.69 | -20.69 | -30.55 | 0.36 | 0.36 | 0.26 | 7.88 | 5.77 | 6.93 |
12.55
|
-16.95
|
14.66
|
15.70
|
1.71 | 1.69 | 1.73 | 2.04 | |
Yale Endowment | 6 | 70 | 30 | 0 |
3.53
|
5.53
|
6.07
|
7.98
|
1.28 | Dec 01 2023 | 1.28 | 8.81 | 15.23 | 14.21 | 11.30 | 10.99 | 0.23 | 0.39 | 0.54 | 0.73 | -25.53 | -25.53 | -39.48 | 0.22 | 0.24 | 0.20 | 10.47 | 7.69 | 7.60 |
7.63
|
-21.08
|
17.53
|
12.03
|
2.02 | 2.58 | 2.65 | 2.12 | |
Seven Value | 7 | 71.5 | 28.5 | 0 |
2.52
|
7.42
|
6.32
|
7.96
|
0.95 | Dec 01 2023 | 0.95 | 5.97 | 11.95 | 14.99 | 11.79 | 11.31 | 0.21 | 0.49 | 0.54 | 0.70 | -20.44 | -20.44 | -41.22 | 0.36 | 0.31 | 0.19 | 5.44 | 4.47 | 7.35 |
6.01
|
-3.63
|
22.53
|
1.86
|
2.04 | 3.17 | 3.60 | 2.32 | |
Core Four | 4 | 80 | 20 | 0 |
8.15
|
7.56
|
7.22
|
7.94
|
0.96 | Dec 01 2023 | 0.96 | 8.41 | 14.39 | 15.31 | 12.17 | 12.21 | 0.57 | 0.49 | 0.59 | 0.65 | -23.46 | -23.46 | -44.44 | 0.32 | 0.31 | 0.18 | 8.77 | 6.57 | 9.88 |
12.50
|
-17.83
|
17.18
|
13.93
|
1.81 | 1.93 | 2.20 | 2.14 | |
Robo Advisor 80 | 10 | 80 | 20 | 0 |
5.91
|
6.39
|
6.19
|
7.87
|
1.00 | Dec 01 2023 | 1.00 | 7.82 | 14.19 | 15.64 | 12.55 | 13.10 | 0.42 | 0.41 | 0.49 | 0.60 | -22.63 | -22.63 | -45.47 | 0.28 | 0.27 | 0.17 | 8.30 | 6.52 | 9.70 |
9.83
|
-15.27
|
13.94
|
11.77
|
1.69 | 2.03 | 2.47 | 1.97 | |
Couch Potato | 2 | 50 | 50 | 0 |
6.35
|
7.16
|
6.57
|
7.83
|
0.68 | Dec 01 2023 | 0.68 | 6.28 | 10.60 | 11.73 | 9.18 | 8.76 | 0.60 | 0.61 | 0.72 | 0.89 | -19.77 | -19.77 | -27.04 | 0.36 | 0.33 | 0.29 | 7.42 | 5.46 | 5.28 |
10.27
|
-16.31
|
15.67
|
15.93
|
1.64 | 3.61 | 2.96 | 1.50 | |
Edge Select Moderately Aggressive | 12 | 69 | 31 | 0 |
10.00
|
7.58
|
6.90
|
7.83
|
0.78 | Dec 01 2023 | 0.78 | 7.97 | 13.48 | 13.83 | 11.11 | 11.16 | 0.74 | 0.55 | 0.62 | 0.70 | -22.31 | -22.31 | -38.23 | 0.34 | 0.31 | 0.20 | 8.04 | 6.08 | 8.54 |
14.06
|
-17.08
|
12.88
|
16.02
|
1.79 | 1.79 | 1.82 | 1.86 | |
Four Funds | 4 | 80 | 20 | 0 |
8.98
|
7.89
|
7.14
|
7.79
|
0.80 | Dec 01 2023 | 0.80 | 7.99 | 13.87 | 15.26 | 12.26 | 12.45 | 0.65 | 0.52 | 0.58 | 0.63 | -23.20 | -23.20 | -44.08 | 0.34 | 0.31 | 0.18 | 8.35 | 6.41 | 10.71 |
13.25
|
-17.06
|
15.70
|
15.71
|
1.69 | 2.25 | 2.38 | 1.89 | |
Stocks/Bonds 40/60 Momentum | 2 | 40 | 60 | 0 |
0.67
|
3.80
|
5.44
|
7.75
|
0.60 | Dec 01 2023 | 0.60 | 6.39 | 9.56 | 9.72 | 7.77 | 6.99 | 0.07 | 0.39 | 0.70 | 1.11 | -21.11 | -21.11 | -21.11 | 0.18 | 0.26 | 0.37 | 9.87 | 7.09 | 5.21 |
2.75
|
-15.17
|
4.23
|
16.57
|
1.91 | 1.92 | 1.48 | 1.95 | |
Three Funds | 3 | 80 | 20 | 0 |
9.13
|
7.75
|
7.10
|
7.71
|
0.83 | Dec 01 2023 | 0.83 | 8.16 | 14.06 | 15.21 | 12.21 | 12.39 | 0.65 | 0.51 | 0.58 | 0.62 | -23.18 | -23.18 | -43.68 | 0.33 | 0.31 | 0.18 | 8.39 | 6.42 | 10.84 |
13.35
|
-17.06
|
14.95
|
15.39
|
1.72 | 1.89 | 2.15 | 2.02 | |
Lazy Portfolio | 6 | 70 | 30 | 0 |
4.85
|
5.91
|
5.96
|
7.71
|
1.06 | Dec 01 2023 | 1.06 | 7.68 | 13.38 | 13.52 | 10.74 | 10.88 | 0.36 | 0.44 | 0.56 | 0.71 | -22.43 | -22.43 | -40.89 | 0.26 | 0.27 | 0.19 | 8.87 | 6.54 | 7.48 |
8.58
|
-17.86
|
17.34
|
10.56
|
1.89 | 2.52 | 2.51 | 2.03 | |
Six Ways from Sunday | 6 | 66.7 | 33.3 | 0 |
2.82
|
7.22
|
5.78
|
7.71
|
0.96 | Dec 01 2023 | 0.96 | 5.84 | 11.90 | 14.60 | 11.50 | 10.91 | 0.24 | 0.49 | 0.50 | 0.71 | -19.67 | -19.67 | -39.14 | 0.37 | 0.29 | 0.20 | 5.22 | 4.40 | 6.70 |
6.31
|
-3.84
|
21.86
|
1.75
|
2.06 | 3.30 | 3.75 | 2.27 | |
Sheltered Sam 70/30 | 12 | 67.9 | 30 | 2.1 |
3.33
|
5.95
|
5.88
|
7.69
|
1.14 | Dec 01 2023 | 1.14 | 6.37 | 11.75 | 13.26 | 10.51 | 10.70 | 0.28 | 0.45 | 0.56 | 0.72 | -17.80 | -17.80 | -39.73 | 0.33 | 0.33 | 0.19 | 6.46 | 4.94 | 7.15 |
6.42
|
-11.08
|
16.83
|
7.39
|
1.86 | 2.34 | 2.28 | 1.77 | |
Jane Bryant Quinn Portfolio | 5 | 70 | 30 | 0 |
6.96
|
6.87
|
6.59
|
7.69
|
1.00 | Dec 01 2023 | 1.00 | 7.97 | 13.44 | 14.12 | 11.11 | 10.78 | 0.52 | 0.49 | 0.59 | 0.71 | -22.74 | -22.74 | -39.55 | 0.30 | 0.29 | 0.19 | 8.51 | 6.29 | 8.06 |
10.88
|
-17.43
|
16.85
|
12.52
|
1.91 | 2.33 | 2.50 | 2.13 | |
LifeStrategy Growth Fund | 4 | 80 | 20 | 0 |
9.11
|
7.61
|
7.00
|
7.65
|
0.82 | Dec 01 2023 | 0.82 | 8.06 | 13.95 | 15.14 | 12.17 | 12.41 | 0.65 | 0.50 | 0.58 | 0.62 | -23.11 | -23.11 | -44.18 | 0.33 | 0.30 | 0.17 | 8.36 | 6.41 | 10.92 |
13.38
|
-16.96
|
14.57
|
15.01
|
1.69 | 1.85 | 2.27 | 1.95 | |
Family Taxable Portfolio | 11 | 70 | 30 | 0 |
3.36
|
5.09
|
5.50
|
7.54
|
1.26 | Dec 01 2023 | 1.26 | 7.53 | 14.16 | 14.30 | 11.49 | 11.65 | 0.24 | 0.36 | 0.48 | 0.65 | -23.76 | -23.76 | -38.46 | 0.21 | 0.23 | 0.20 | 9.19 | 6.98 | 8.07 |
7.37
|
-17.99
|
11.93
|
14.59
|
1.72 | 2.45 | 2.47 | 1.80 | |
Golden Butterfly | 5 | 40 | 40 | 20 |
3.46
|
5.69
|
5.29
|
7.46
|
1.61 | Dec 01 2023 | 1.61 | 6.23 | 11.91 | 10.15 | 8.22 | 7.68 | 0.29 | 0.56 | 0.64 | 0.97 | -17.79 | -17.79 | -17.79 | 0.32 | 0.30 | 0.42 | 6.42 | 4.86 | 3.61 |
5.87
|
-13.35
|
9.35
|
13.93
|
1.48 | 1.13 | 1.03 | 1.09 | |
No Brainer Portfolio | 4 | 75 | 25 | 0 |
5.56
|
6.37
|
6.15
|
7.44
|
1.16 | Dec 01 2023 | 1.16 | 6.79 | 12.76 | 14.37 | 11.60 | 11.73 | 0.44 | 0.44 | 0.53 | 0.63 | -19.76 | -19.76 | -40.40 | 0.32 | 0.31 | 0.18 | 7.41 | 5.77 | 8.72 |
9.48
|
-13.89
|
15.39
|
11.61
|
1.69 | 1.58 | 1.74 | 1.53 | |
Coffeehouse | 7 | 60 | 40 | 0 |
1.51
|
4.72
|
5.35
|
7.41
|
1.42 | Dec 01 2023 | 1.42 | 7.19 | 12.94 | 12.89 | 10.11 | 9.68 | 0.12 | 0.37 | 0.53 | 0.77 | -19.65 | -19.65 | -33.93 | 0.24 | 0.27 | 0.22 | 7.76 | 5.73 | 6.16 |
4.96
|
-14.38
|
15.24
|
7.45
|
2.02 | 2.05 | 2.31 | 2.25 | |
Long Term Portfolio | 6 | 80 | 20 | 0 |
6.46
|
6.49
|
6.14
|
7.40
|
1.08 | Dec 01 2023 | 1.08 | 7.41 | 13.66 | 14.81 | 11.88 | 12.45 | 0.47 | 0.44 | 0.52 | 0.59 | -20.52 | -20.52 | -45.92 | 0.32 | 0.30 | 0.16 | 7.67 | 5.92 | 9.49 |
10.14
|
-14.26
|
16.72
|
9.40
|
2.11 | 1.73 | 1.92 | 1.66 | |
Perfect Portfolio | 7 | 80 | 20 | 0 |
8.43
|
7.81
|
6.67
|
7.39
|
0.67 | Dec 01 2023 | 0.67 | 6.98 | 12.69 | 14.56 | 11.80 | 12.39 | 0.66 | 0.54 | 0.57 | 0.60 | -18.62 | -18.62 | -44.81 | 0.42 | 0.36 | 0.16 | 6.27 | 5.18 | 10.46 |
12.00
|
-11.28
|
16.52
|
10.46
|
2.07 | 1.87 | 1.92 | 1.69 | |
Gone Fishin' Portfolio | 10 | 65 | 30 | 5 |
4.32
|
5.33
|
5.11
|
7.34
|
1.20 | Dec 01 2023 | 1.20 | 7.13 | 13.15 | 14.06 | 11.25 | 12.09 | 0.33 | 0.38 | 0.45 | 0.61 | -21.98 | -21.98 | -43.02 | 0.24 | 0.23 | 0.17 | 8.31 | 6.38 | 8.28 |
7.49
|
-15.58
|
11.58
|
12.37
|
1.94 | 2.48 | 2.60 | 2.16 | |
Five Asset | 6 | 60 | 20 | 20 |
2.89
|
6.97
|
5.17
|
7.31
|
0.88 | Dec 01 2023 | 0.88 | 6.27 | 12.65 | 13.89 | 11.03 | 11.30 | 0.23 | 0.50 | 0.47 | 0.65 | -19.30 | -19.30 | -44.75 | 0.36 | 0.27 | 0.16 | 6.53 | 5.60 | 8.28 |
6.44
|
-11.00
|
22.77
|
5.29
|
1.68 | 1.88 | 2.16 | 1.93 | |
Tilt Toward Value | 7 | 60 | 40 | 0 |
4.51
|
5.38
|
5.66
|
7.30
|
1.09 | Dec 01 2023 | 1.09 | 7.31 | 12.51 | 12.40 | 9.73 | 9.42 | 0.36 | 0.43 | 0.58 | 0.77 | -20.45 | -20.45 | -34.63 | 0.26 | 0.28 | 0.21 | 7.87 | 5.78 | 6.35 |
8.05
|
-15.72
|
13.78
|
9.48
|
1.95 | 1.99 | 2.43 | 2.18 | |
Marc Faber Portfolio | 6 | 50 | 25 | 25 |
6.11
|
6.36
|
5.43
|
7.22
|
1.43 | Dec 01 2023 | 1.43 | 6.88 | 12.63 | 11.87 | 9.66 | 9.65 | 0.48 | 0.54 | 0.56 | 0.75 | -19.93 | -19.93 | -28.82 | 0.32 | 0.27 | 0.25 | 7.34 | 5.70 | 5.40 |
7.77
|
-14.67
|
12.98
|
11.15
|
1.70 | 1.71 | 1.94 | 2.02 | |
Pinwheel | 8 | 65 | 25 | 10 |
5.01
|
5.65
|
5.16
|
7.22
|
1.29 | Dec 01 2023 | 1.29 | 6.75 | 12.70 | 12.57 | 10.03 | 10.50 | 0.39 | 0.45 | 0.51 | 0.69 | -19.49 | -19.49 | -36.89 | 0.29 | 0.26 | 0.20 | 7.07 | 5.39 | 6.62 |
7.64
|
-13.57
|
13.53
|
9.12
|
1.83 | 1.60 | 1.79 | 1.62 | |
Sheltered Sam 60/40 | 12 | 58.2 | 40 | 1.8 |
3.10
|
5.37
|
5.24
|
7.22
|
1.03 | Dec 01 2023 | 1.03 | 5.70 | 10.42 | 11.54 | 9.14 | 9.24 | 0.30 | 0.47 | 0.57 | 0.78 | -16.49 | -16.49 | -34.12 | 0.33 | 0.32 | 0.21 | 5.89 | 4.47 | 5.89 |
5.79
|
-10.58
|
14.69
|
7.21
|
1.90 | 2.45 | 2.23 | 1.68 | |
Edge Select Moderate | 12 | 53 | 47 | 0 |
8.05
|
6.13
|
5.73
|
7.20
|
0.82 | Dec 01 2023 | 0.82 | 7.30 | 12.11 | 11.69 | 9.27 | 8.97 | 0.66 | 0.52 | 0.62 | 0.80 | -20.56 | -20.56 | -29.58 | 0.30 | 0.28 | 0.24 | 7.56 | 5.61 | 5.99 |
11.39
|
-16.06
|
9.66
|
13.88
|
2.01 | 1.86 | 1.77 | 1.93 | |
Five Fold | 5 | 60 | 40 | 0 |
4.07
|
5.04
|
5.31
|
7.19
|
1.05 | Dec 01 2023 | 1.05 | 7.15 | 12.35 | 12.42 | 9.81 | 9.74 | 0.33 | 0.41 | 0.54 | 0.74 | -21.60 | -21.60 | -37.94 | 0.23 | 0.25 | 0.19 | 8.65 | 6.34 | 6.78 |
7.70
|
-17.44
|
15.57
|
8.59
|
1.97 | 2.79 | 3.25 | 2.00 | |
All Weather Portfolio | 5 | 30 | 55 | 15 |
1.62
|
4.70
|
4.74
|
7.19
|
1.19 | Dec 01 2023 | 1.19 | 7.09 | 12.89 | 10.06 | 8.16 | 7.39 | 0.13 | 0.47 | 0.58 | 0.97 | -20.58 | -20.58 | -20.58 | 0.23 | 0.23 | 0.35 | 8.87 | 6.63 | 4.32 |
4.55
|
-18.39
|
8.27
|
15.88
|
1.65 | 1.36 | 1.13 | 1.40 | |
Margaritaville | 3 | 67 | 33 | 0 |
6.97
|
6.63
|
5.74
|
7.18
|
0.73 | Dec 01 2023 | 0.73 | 6.94 | 12.27 | 13.29 | 10.70 | 10.84 | 0.57 | 0.50 | 0.54 | 0.66 | -21.96 | -21.96 | -38.70 | 0.30 | 0.26 | 0.19 | 7.84 | 6.09 | 8.27 |
10.42
|
-16.10
|
13.33
|
14.40
|
1.77 | 3.25 | 3.04 | 1.73 | |
Robo Advisor 50 | 10 | 49.9 | 50.1 | 0 |
4.55
|
4.29
|
4.52
|
7.16
|
0.95 | Dec 01 2023 | 0.95 | 6.41 | 11.22 | 11.49 | 9.07 | 9.32 | 0.41 | 0.37 | 0.50 | 0.77 | -20.25 | -20.25 | -30.72 | 0.21 | 0.22 | 0.23 | 7.60 | 5.71 | 5.78 |
7.57
|
-14.79
|
7.95
|
9.50
|
1.91 | 2.29 | 2.80 | 2.06 | |
Gretchen Tai Portfolio | 9 | 70 | 30 | 0 |
5.98
|
5.58
|
5.32
|
7.14
|
0.99 | Dec 01 2023 | 0.99 | 7.79 | 13.75 | 14.24 | 11.39 | 11.69 | 0.44 | 0.39 | 0.47 | 0.61 | -23.59 | -23.59 | -41.80 | 0.24 | 0.23 | 0.17 | 8.81 | 6.76 | 8.93 |
9.44
|
-17.30
|
12.15
|
12.24
|
2.00 | 2.43 | 2.69 | 2.16 | |
Simple and Cheap | 5 | 60 | 40 | 0 |
5.83
|
5.51
|
5.58
|
7.10
|
0.97 | Dec 01 2023 | 0.97 | 7.42 | 12.52 | 12.28 | 9.66 | 9.41 | 0.47 | 0.45 | 0.58 | 0.75 | -21.27 | -21.27 | -34.84 | 0.26 | 0.26 | 0.20 | 8.23 | 6.04 | 6.65 |
9.30
|
-16.81
|
12.62
|
10.84
|
1.96 | 2.00 | 2.43 | 2.19 | |
Nano Portfolio | 5 | 60 | 40 | 0 |
4.25
|
5.18
|
5.17
|
7.07
|
1.14 | Dec 01 2023 | 1.14 | 7.40 | 12.66 | 12.62 | 9.93 | 9.66 | 0.34 | 0.41 | 0.52 | 0.73 | -22.12 | -22.12 | -36.66 | 0.23 | 0.23 | 0.19 | 8.65 | 6.33 | 6.65 |
7.37
|
-17.26
|
16.29
|
8.50
|
2.12 | 2.90 | 3.03 | 2.29 | |
LifeStrategy Moderate Growth | 4 | 60 | 40 | 0 |
7.25
|
5.96
|
5.71
|
7.01
|
0.80 | Dec 01 2023 | 0.80 | 7.14 | 12.09 | 12.19 | 9.67 | 9.53 | 0.60 | 0.49 | 0.59 | 0.74 | -20.84 | -20.84 | -33.52 | 0.29 | 0.27 | 0.21 | 7.69 | 5.73 | 7.19 |
10.75
|
-15.97
|
10.43
|
12.96
|
1.80 | 1.88 | 2.33 | 1.99 | |
Simple Money Portfolio | 7 | 60 | 40 | 0 |
3.59
|
4.21
|
4.32
|
6.99
|
1.16 | Dec 01 2023 | 1.16 | 5.97 | 10.93 | 11.79 | 9.31 | 9.10 | 0.33 | 0.36 | 0.46 | 0.77 | -18.44 | -18.44 | -32.39 | 0.23 | 0.23 | 0.22 | 6.57 | 4.98 | 5.72 |
5.79
|
-11.48
|
10.46
|
6.87
|
1.83 | 1.76 | 1.99 | 1.57 | |
Sandwich Portfolio | 8 | 55 | 45 | 0 |
4.45
|
4.56
|
4.71
|
6.97
|
0.91 | Dec 01 2023 | 0.91 | 6.16 | 10.75 | 10.55 | 8.36 | 8.32 | 0.41 | 0.43 | 0.56 | 0.84 | -19.10 | -19.10 | -28.96 | 0.24 | 0.25 | 0.24 | 7.36 | 5.41 | 5.27 |
7.13
|
-14.72
|
9.88
|
10.59
|
1.73 | 1.48 | 1.55 | 1.53 | |
European Stocks | 1 | 100 | 0 | 0 |
12.15
|
7.14
|
4.12
|
6.96
|
0.96 | Dec 01 2023 | 0.96 | 9.76 | 17.34 | 20.49 | 16.96 | 17.93 | 0.70 | 0.35 | 0.24 | 0.39 | -30.98 | -30.98 | -59.77 | 0.23 | 0.13 | 0.12 | 10.61 | 10.64 | 18.65 |
14.05
|
-16.00
|
16.88
|
6.11
|
2.85 | 2.67 | 3.49 | 2.85 | |
Coward's Portfolio | 9 | 60 | 40 | 0 |
3.80
|
5.17
|
5.17
|
6.93
|
1.01 | Dec 01 2023 | 1.01 | 5.64 | 10.41 | 11.31 | 9.04 | 9.11 | 0.36 | 0.46 | 0.57 | 0.76 | -15.87 | -15.87 | -32.68 | 0.33 | 0.33 | 0.21 | 5.86 | 4.46 | 5.85 |
6.59
|
-10.59
|
13.60
|
7.17
|
1.87 | 1.61 | 1.49 | 1.58 | |
Ivy Portfolio | 5 | 60 | 20 | 20 |
3.18
|
6.47
|
4.48
|
6.87
|
0.81 | Dec 01 2023 | 0.81 | 5.91 | 12.48 | 14.56 | 11.53 | 11.59 | 0.25 | 0.44 | 0.39 | 0.59 | -21.77 | -21.77 | -47.39 | 0.30 | 0.21 | 0.14 | 7.17 | 6.57 | 9.26 |
6.30
|
-10.08
|
22.27
|
2.25
|
1.73 | 1.79 | 2.07 | 2.02 | |
One-Decision Portfolio | 5 | 50 | 50 | 0 |
3.85
|
5.26
|
5.48
|
6.85
|
1.19 | Dec 01 2023 | 1.19 | 6.66 | 11.33 | 11.16 | 8.80 | 8.38 | 0.34 | 0.47 | 0.62 | 0.82 | -16.74 | -16.74 | -31.96 | 0.31 | 0.33 | 0.21 | 6.64 | 4.89 | 5.56 |
6.90
|
-13.18
|
16.51
|
5.32
|
2.90 | 1.90 | 1.66 | 1.86 | |
Dynamic 40/60 Income | 5 | 40 | 60 | 0 |
5.58
|
3.96
|
4.28
|
6.84
|
0.92 | Dec 01 2023 | 0.92 | 5.93 | 9.50 | 10.19 | 7.75 | 8.11 | 0.59 | 0.39 | 0.55 | 0.84 | -17.33 | -17.33 | -29.84 | 0.23 | 0.25 | 0.23 | 7.20 | 5.21 | 4.89 |
8.21
|
-14.37
|
6.72
|
8.28
|
3.42 | 3.06 | 2.85 | 3.24 | |
Dynamic 60/40 Income | 5 | 60 | 40 | 0 |
4.22
|
4.74
|
5.24
|
6.84
|
1.10 | Dec 01 2023 | 1.10 | 6.99 | 11.73 | 11.79 | 9.11 | 9.33 | 0.36 | 0.40 | 0.58 | 0.73 | -18.21 | -18.21 | -41.44 | 0.26 | 0.29 | 0.16 | 7.93 | 5.75 | 6.70 |
7.55
|
-15.89
|
15.27
|
6.26
|
3.24 | 2.82 | 2.81 | 3.17 | |
Global Market Portfolio | 8 | 45 | 55 | 0 |
3.75
|
4.06
|
4.63
|
6.84
|
1.04 | Dec 01 2023 | 1.04 | 7.77 | 13.20 | 11.31 | 8.93 | 8.29 | 0.28 | 0.36 | 0.52 | 0.82 | -23.10 | -23.10 | -25.90 | 0.18 | 0.20 | 0.26 | 9.51 | 6.97 | 5.53 |
7.05
|
-19.25
|
7.49
|
12.06
|
2.18 | 2.08 | 2.43 | 2.07 | |
Stocks/Bonds 40/60 | 2 | 40 | 60 | 0 |
5.92
|
5.34
|
5.41
|
6.83
|
0.83 | Dec 01 2023 | 0.83 | 6.63 | 10.65 | 9.96 | 7.69 | 6.98 | 0.56 | 0.54 | 0.70 | 0.98 | -18.63 | -18.63 | -19.17 | 0.29 | 0.29 | 0.36 | 7.39 | 5.34 | 4.25 |
8.96
|
-15.67
|
9.15
|
13.04
|
1.93 | 1.87 | 1.84 | 2.20 | |
Big Rocks Portfolio | 11 | 60 | 40 | 0 |
3.04
|
4.56
|
4.73
|
6.83
|
1.13 | Dec 01 2023 | 1.13 | 5.49 | 10.42 | 11.50 | 9.15 | 9.15 | 0.29 | 0.40 | 0.52 | 0.75 | -15.71 | -15.71 | -33.80 | 0.29 | 0.30 | 0.20 | 6.03 | 4.58 | 5.97 |
5.55
|
-10.13
|
13.59
|
5.25
|
1.99 | 1.75 | 1.65 | 1.57 | |
Ultimate Buy&Hold | 12 | 60 | 40 | 0 |
2.96
|
3.88
|
4.10
|
6.82
|
1.10 | Dec 01 2023 | 1.10 | 5.94 | 11.07 | 11.59 | 9.21 | 9.29 | 0.27 | 0.33 | 0.45 | 0.73 | -18.44 | -18.44 | -34.23 | 0.21 | 0.22 | 0.20 | 6.98 | 5.29 | 6.09 |
5.24
|
-12.51
|
11.49
|
5.84
|
2.04 | 2.37 | 2.22 | 1.73 | |
GAA Global Asset Allocation | 10 | 40.5 | 49.5 | 10 |
4.30
|
4.83
|
4.46
|
6.77
|
1.00 | Dec 01 2023 | 1.00 | 7.02 | 12.33 | 10.96 | 8.64 | 8.06 | 0.35 | 0.44 | 0.52 | 0.84 | -20.65 | -20.65 | -24.91 | 0.23 | 0.22 | 0.27 | 7.95 | 5.95 | 4.95 |
7.13
|
-16.44
|
8.69
|
11.18
|
1.98 | 1.84 | 2.20 | 1.86 | |
Simplified Permanent Portfolio | 3 | 25 | 50 | 25 |
6.25
|
5.73
|
4.66
|
6.75
|
1.11 | Dec 01 2023 | 1.11 | 5.32 | 10.25 | 8.63 | 7.18 | 6.88 | 0.61 | 0.66 | 0.65 | 0.98 | -16.43 | -16.43 | -16.43 | 0.35 | 0.28 | 0.41 | 5.92 | 4.53 | 3.24 |
7.69
|
-12.67
|
3.72
|
16.46
|
1.52 | 1.14 | 0.78 | 1.02 | |
Ideal Index | 7 | 70 | 30 | 0 |
3.52
|
5.00
|
4.92
|
6.72
|
1.12 | Dec 01 2023 | 1.12 | 6.29 | 11.90 | 12.88 | 10.34 | 10.67 | 0.30 | 0.39 | 0.48 | 0.63 | -18.25 | -18.25 | -40.11 | 0.27 | 0.27 | 0.17 | 6.93 | 5.33 | 7.58 |
6.38
|
-11.91
|
13.98
|
6.95
|
1.98 | 1.88 | 1.94 | 1.75 | |
Sheltered Sam 50/50 | 12 | 48.5 | 50 | 1.5 |
2.86
|
4.77
|
4.59
|
6.71
|
0.92 | Dec 01 2023 | 0.92 | 5.04 | 9.10 | 9.86 | 7.79 | 7.82 | 0.31 | 0.48 | 0.59 | 0.86 | -15.17 | -15.17 | -28.23 | 0.31 | 0.30 | 0.24 | 5.36 | 4.04 | 4.71 |
5.17
|
-10.08
|
12.55
|
7.04
|
1.94 | 2.56 | 2.18 | 1.58 | |
Four Square | 4 | 50 | 50 | 0 |
5.81
|
5.13
|
4.84
|
6.66
|
0.70 | Dec 01 2023 | 0.70 | 6.05 | 10.49 | 10.74 | 8.53 | 8.45 | 0.55 | 0.48 | 0.57 | 0.79 | -19.67 | -19.67 | -29.95 | 0.26 | 0.25 | 0.22 | 7.23 | 5.41 | 5.67 |
9.09
|
-15.24
|
9.33
|
11.91
|
1.72 | 2.78 | 3.18 | 1.59 | |
7Twelve Portfolio | 9 | 50 | 33.3 | 16.7 |
2.16
|
5.36
|
3.65
|
6.63
|
0.76 | Dec 01 2023 | 0.76 | 4.57 | 10.43 | 12.01 | 9.60 | 9.81 | 0.21 | 0.45 | 0.38 | 0.68 | -17.90 | -17.90 | -37.96 | 0.30 | 0.20 | 0.17 | 5.67 | 5.59 | 7.08 |
4.81
|
-7.91
|
16.41
|
3.64
|
1.57 | 1.32 | 1.33 | 1.34 | |
Edge Select Moderately Conservative | 12 | 37 | 63 | 0 |
6.48
|
4.73
|
4.63
|
6.49
|
0.80 | Dec 01 2023 | 0.80 | 6.49 | 10.53 | 9.49 | 7.40 | 6.86 | 0.62 | 0.50 | 0.63 | 0.95 | -18.53 | -18.53 | -20.48 | 0.25 | 0.25 | 0.32 | 7.02 | 5.11 | 4.17 |
9.23
|
-14.91
|
6.44
|
11.65
|
2.16 | 1.88 | 1.84 | 1.95 | |
Desert Portfolio | 3 | 30 | 60 | 10 |
6.35
|
5.21
|
4.54
|
6.48
|
0.78 | Dec 01 2023 | 0.78 | 4.82 | 8.33 | 7.30 | 5.74 | 5.50 | 0.76 | 0.71 | 0.79 | 1.18 | -14.72 | -14.72 | -14.72 | 0.35 | 0.31 | 0.44 | 5.31 | 3.85 | 2.73 |
8.18
|
-11.64
|
5.76
|
12.96
|
1.44 | 1.14 | 0.88 | 1.23 | |
All Country World 80/20 | 4 | 80 | 20 | 0 |
9.18
|
7.49
|
6.63
|
6.48
|
0.86 | Dec 01 2023 | 0.86 | 8.14 | 14.06 | 15.41 | 12.41 | 12.79 | 0.65 | 0.49 | 0.53 | 0.51 | -23.52 | -23.52 | -47.32 | 0.32 | 0.28 | 0.14 | 8.53 | 6.64 | 12.53 |
13.55
|
-17.17
|
14.21
|
14.55
|
1.71 | 1.86 | 2.27 | 1.98 | |
Andrew Tobias Portfolio | 3 | 66.7 | 33.3 | 0 |
8.95
|
6.50
|
5.48
|
6.47
|
0.73 | Dec 01 2023 | 0.73 | 6.32 | 10.92 | 12.06 | 9.77 | 9.96 | 0.82 | 0.54 | 0.56 | 0.65 | -18.85 | -18.85 | -36.42 | 0.34 | 0.29 | 0.18 | 6.36 | 4.98 | 8.58 |
11.64
|
-12.58
|
12.14
|
10.55
|
1.83 | 1.61 | 1.80 | 1.64 | |
Rob Arnott Portfolio | 8 | 30 | 60 | 10 |
1.65
|
4.21
|
3.83
|
6.46
|
0.94 | Dec 01 2023 | 0.94 | 6.13 | 10.96 | 9.72 | 7.66 | 7.22 | 0.15 | 0.43 | 0.50 | 0.89 | -17.86 | -17.86 | -24.27 | 0.24 | 0.21 | 0.27 | 7.22 | 5.38 | 4.63 |
4.59
|
-14.81
|
11.04
|
7.98
|
2.09 | 2.31 | 2.57 | 1.88 | |
All Country World Stocks | 1 | 100 | 0 | 0 |
10.90
|
9.07
|
7.75
|
6.45
|
0.86 | Dec 01 2023 | 0.86 | 9.01 | 15.88 | 18.30 | 14.88 | 15.66 | 0.69 | 0.50 | 0.52 | 0.41 | -25.52 | -25.52 | -57.06 | 0.36 | 0.30 | 0.11 | 9.19 | 7.39 | 17.97 |
16.04
|
-18.01
|
18.27
|
16.61
|
1.56 | 1.78 | 2.13 | 1.91 | |
High Yield Bonds Income | 4 | 0 | 100 | 0 |
4.49
|
2.24
|
2.92
|
6.42
|
1.19 | Dec 01 2023 | 1.19 | 6.64 | 10.32 | 11.14 | 8.66 | 8.80 | 0.44 | 0.20 | 0.34 | 0.73 | -21.84 | -21.84 | -23.97 | 0.10 | 0.13 | 0.27 | 9.34 | 6.89 | 5.12 |
6.42
|
-16.88
|
0.88
|
7.08
|
4.58 | 4.25 | 3.76 | 4.38 | |
Permanent Portfolio | 4 | 25 | 50 | 25 |
6.34
|
5.76
|
4.86
|
6.37
|
1.12 | Dec 01 2023 | 1.12 | 5.41 | 10.16 | 8.53 | 7.22 | 6.58 | 0.62 | 0.68 | 0.67 | 0.97 | -15.92 | -15.92 | -15.92 | 0.36 | 0.31 | 0.40 | 5.87 | 4.68 | 3.22 |
7.45
|
-12.53
|
4.21
|
16.10
|
1.97 | 1.13 | 0.73 | 0.94 | |
Lifepath Fund | 6 | 40.4 | 59.6 | 0 |
4.76
|
4.50
|
4.43
|
6.37
|
0.84 | Dec 01 2023 | 0.84 | 6.28 | 10.44 | 9.71 | 7.55 | 7.00 | 0.46 | 0.46 | 0.59 | 0.91 | -18.92 | -18.92 | -21.23 | 0.24 | 0.23 | 0.30 | 7.34 | 5.35 | 4.33 |
7.34
|
-15.14
|
8.05
|
11.47
|
2.00 | 2.36 | 2.31 | 2.15 | |
All Country World 60/40 | 4 | 60 | 40 | 0 |
7.42
|
5.86
|
5.48
|
6.34
|
0.86 | Dec 01 2023 | 0.86 | 7.24 | 12.24 | 12.65 | 10.05 | 10.09 | 0.61 | 0.46 | 0.54 | 0.63 | -21.52 | -21.52 | -36.70 | 0.27 | 0.25 | 0.17 | 7.97 | 6.01 | 8.09 |
11.06
|
-16.34
|
10.14
|
12.48
|
1.86 | 1.94 | 2.41 | 2.05 | |
LifeStrategy Conservative Growth | 4 | 40 | 60 | 0 |
5.35
|
4.25
|
4.37
|
6.23
|
0.79 | Dec 01 2023 | 0.79 | 6.19 | 10.26 | 9.46 | 7.37 | 6.89 | 0.52 | 0.45 | 0.59 | 0.90 | -18.57 | -18.57 | -21.90 | 0.23 | 0.24 | 0.28 | 7.18 | 5.23 | 4.43 |
8.13
|
-14.98
|
6.29
|
10.90
|
1.91 | 1.90 | 2.39 | 2.03 | |
Sheltered Sam 40/60 | 12 | 38.8 | 60 | 1.2 |
2.62
|
4.16
|
3.93
|
6.18
|
0.81 | Dec 01 2023 | 0.81 | 4.37 | 7.81 | 8.24 | 6.49 | 6.47 | 0.34 | 0.51 | 0.61 | 0.95 | -13.86 | -13.86 | -22.05 | 0.30 | 0.28 | 0.28 | 4.89 | 3.65 | 3.66 |
4.54
|
-9.58
|
10.41
|
6.86
|
1.98 | 2.67 | 2.12 | 1.48 | |
All Country World 40/60 | 4 | 40 | 60 | 0 |
5.63
|
4.18
|
4.28
|
6.06
|
0.85 | Dec 01 2023 | 0.85 | 6.32 | 10.44 | 10.09 | 7.86 | 7.63 | 0.54 | 0.41 | 0.54 | 0.79 | -19.52 | -19.52 | -25.16 | 0.21 | 0.22 | 0.24 | 7.55 | 5.53 | 4.97 |
8.57
|
-15.50
|
6.07
|
10.42
|
2.01 | 2.02 | 2.55 | 2.13 | |
Paul Boyer Portfolio | 5 | 25 | 50 | 25 |
2.24
|
3.43
|
3.11
|
6.05
|
1.39 | Dec 01 2023 | 1.39 | 5.11 | 10.86 | 8.68 | 7.54 | 7.50 | 0.21 | 0.39 | 0.41 | 0.81 | -18.04 | -18.04 | -18.04 | 0.19 | 0.17 | 0.34 | 7.07 | 5.65 | 4.00 |
3.12
|
-13.57
|
0.51
|
15.04
|
1.44 | 1.15 | 0.90 | 1.04 | |
Stocks/Bonds 20/80 Momentum | 2 | 20 | 80 | 0 |
0.82
|
2.29
|
3.41
|
6.01
|
0.71 | Dec 01 2023 | 0.71 | 5.46 | 8.35 | 7.39 | 5.78 | 4.94 | 0.10 | 0.31 | 0.59 | 1.22 | -17.91 | -17.91 | -17.91 | 0.13 | 0.19 | 0.34 | 8.39 | 6.01 | 3.73 |
2.27
|
-14.14
|
1.18
|
12.14
|
2.14 | 2.07 | 1.77 | 2.24 | |
Larry Portfolio | 4 | 30 | 70 | 0 |
0.69
|
1.78
|
2.23
|
5.81
|
1.03 | Dec 01 2023 | 1.03 | 4.37 | 8.38 | 6.98 | 5.52 | 5.57 | 0.08 | 0.26 | 0.40 | 1.04 | -15.96 | -15.96 | -15.96 | 0.11 | 0.14 | 0.36 | 6.65 | 4.82 | 3.31 |
2.36
|
-11.20
|
3.41
|
6.44
|
1.75 | 1.50 | 1.20 | 1.29 | |
All Country World 20/80 | 4 | 20 | 80 | 0 |
3.81
|
2.45
|
3.03
|
5.64
|
0.85 | Dec 01 2023 | 0.85 | 5.37 | 8.70 | 7.86 | 6.02 | 5.63 | 0.44 | 0.31 | 0.50 | 1.00 | -17.97 | -17.97 | -17.97 | 0.14 | 0.17 | 0.31 | 7.54 | 5.42 | 3.74 |
6.09
|
-14.66
|
2.00
|
8.36
|
2.16 | 2.09 | 2.69 | 2.20 | |
Sheltered Sam 30/70 | 12 | 29.1 | 70 | 0.9 |
2.37
|
3.54
|
3.26
|
5.62
|
0.70 | Dec 01 2023 | 0.70 | 3.71 | 6.55 | 6.68 | 5.24 | 5.22 | 0.36 | 0.53 | 0.62 | 1.08 | -12.55 | -12.55 | -16.58 | 0.28 | 0.26 | 0.34 | 4.49 | 3.31 | 2.90 |
3.91
|
-9.07
|
8.27
|
6.68
|
2.02 | 2.77 | 2.07 | 1.38 | |
Gold | 1 | 0 | 0 | 100 |
14.53
|
10.31
|
4.57
|
5.55
|
1.73 | Dec 01 2023 | 1.73 | 2.53 | 14.60 | 14.50 | 14.20 | 15.48 | 1.00 | 0.71 | 0.32 | 0.36 | -18.08 | -20.76 | -42.91 | 0.57 | 0.22 | 0.13 | 6.98 | 8.36 | 20.47 |
11.27
|
-0.77
|
-4.15
|
24.81
|
0.00 | 0.00 | 0.00 | 0.00 | |
Stocks/Bonds 20/80 | 2 | 20 | 80 | 0 |
3.48
|
3.07
|
3.39
|
5.54
|
0.82 | Dec 01 2023 | 0.82 | 5.61 | 9.00 | 7.52 | 5.73 | 4.90 | 0.39 | 0.41 | 0.59 | 1.13 | -16.57 | -16.57 | -16.57 | 0.19 | 0.20 | 0.33 | 7.05 | 5.05 | 3.18 |
5.38
|
-14.39
|
3.64
|
10.38
|
2.15 | 2.05 | 1.95 | 2.37 | |
Developed World ex-US 60/40 | 2 | 60 | 40 | 0 |
6.54
|
3.95
|
3.49
|
5.46
|
0.86 | Dec 01 2023 | 0.86 | 6.67 | 11.78 | 12.18 | 9.84 | 10.22 | 0.56 | 0.32 | 0.35 | 0.53 | -22.40 | -22.40 | -37.49 | 0.18 | 0.16 | 0.15 | 7.95 | 6.25 | 8.52 |
9.18
|
-14.32
|
6.09
|
7.71
|
1.92 | 1.98 | 3.50 | 1.79 | |
Developed World ex-US 80/20 | 2 | 80 | 20 | 0 |
7.90
|
5.01
|
3.84
|
5.42
|
0.94 | Dec 01 2023 | 0.94 | 7.74 | 14.03 | 15.34 | 12.56 | 13.31 | 0.56 | 0.33 | 0.31 | 0.41 | -25.24 | -25.24 | -47.74 | 0.20 | 0.15 | 0.11 | 8.80 | 7.48 | 13.11 |
10.44
|
-14.84
|
8.88
|
8.72
|
2.04 | 2.20 | 3.48 | 2.00 | |
Dimensional Retirement Income Fund | 7 | 20.4 | 79.6 | 0 |
4.03
|
3.89
|
3.16
|
5.36
|
0.48 | Dec 01 2023 | 0.48 | 3.28 | 5.76 | 6.10 | 4.81 | 4.79 | 0.70 | 0.64 | 0.66 | 1.12 | -12.16 | -12.16 | -12.91 | 0.32 | 0.26 | 0.42 | 4.26 | 3.15 | 2.61 |
5.35
|
-9.39
|
7.04
|
8.69
|
2.53 | 4.29 | 3.41 | 1.56 | |
Developed World ex-US 40/60 | 2 | 40 | 60 | 0 |
5.19
|
2.84
|
3.07
|
5.34
|
0.77 | Dec 01 2023 | 0.77 | 5.59 | 9.60 | 9.27 | 7.33 | 7.43 | 0.54 | 0.31 | 0.42 | 0.72 | -19.57 | -19.57 | -26.17 | 0.15 | 0.16 | 0.20 | 7.28 | 5.39 | 5.12 |
7.92
|
-13.80
|
3.30
|
6.69
|
1.81 | 1.75 | 3.51 | 1.58 | |
LifeStrategy Income Fund | 4 | 20 | 80 | 0 |
3.41
|
2.48
|
2.98
|
5.33
|
0.77 | Dec 01 2023 | 0.77 | 5.21 | 8.53 | 7.16 | 5.47 | 4.77 | 0.40 | 0.35 | 0.55 | 1.12 | -16.61 | -16.61 | -16.61 | 0.15 | 0.18 | 0.32 | 7.00 | 5.02 | 3.29 |
5.50
|
-14.00
|
2.15
|
8.85
|
2.02 | 1.93 | 2.45 | 2.08 | |
Eliminate Fat Tails | 4 | 30 | 70 | 0 |
1.39
|
2.68
|
2.55
|
5.30
|
0.69 | Dec 01 2023 | 0.69 | 3.45 | 6.99 | 7.06 | 5.79 | 6.36 | 0.20 | 0.38 | 0.44 | 0.83 | -12.62 | -12.62 | -18.42 | 0.21 | 0.20 | 0.29 | 4.85 | 3.82 | 3.56 |
3.08
|
-9.61
|
5.40
|
8.18
|
2.43 | 3.01 | 2.12 | 0.99 | |
Developed World ex-US Stocks | 1 | 100 | 0 | 0 |
9.27
|
6.03
|
4.14
|
5.23
|
1.02 | Dec 01 2023 | 1.02 | 8.81 | 16.31 | 18.66 | 15.41 | 16.59 | 0.57 | 0.32 | 0.27 | 0.32 | -28.08 | -28.08 | -57.00 | 0.21 | 0.15 | 0.09 | 9.77 | 9.16 | 18.42 |
11.70
|
-15.36
|
11.67
|
9.74
|
2.16 | 2.42 | 3.46 | 2.21 | |
Edge Select Conservative | 12 | 21 | 79 | 0 |
4.24
|
3.06
|
3.13
|
5.12
|
0.64 | Dec 01 2023 | 0.64 | 4.37 | 6.94 | 6.01 | 4.64 | 4.26 | 0.61 | 0.51 | 0.67 | 1.20 | -12.44 | -12.44 | -12.44 | 0.25 | 0.25 | 0.41 | 4.56 | 3.30 | 2.39 |
5.84
|
-9.59
|
3.46
|
6.74
|
2.63 | 1.77 | 1.51 | 1.56 | |
All Country World Bonds | 3 | 0 | 100 | 0 |
1.96
|
0.67
|
1.74
|
5.11
|
0.85 | Dec 01 2023 | 0.85 | 4.39 | 7.10 | 6.31 | 4.88 | 4.61 | 0.28 | 0.11 | 0.36 | 1.11 | -17.60 | -17.60 | -17.60 | 0.04 | 0.10 | 0.29 | 8.18 | 5.87 | 3.72 |
3.60
|
-13.82
|
-2.06
|
6.30
|
2.31 | 2.17 | 2.83 | 2.27 | |
Developed World ex-US 20/80 | 2 | 20 | 80 | 0 |
3.84
|
1.70
|
2.60
|
5.08
|
0.69 | Dec 01 2023 | 0.69 | 4.51 | 7.61 | 6.80 | 5.24 | 5.26 | 0.50 | 0.25 | 0.50 | 0.97 | -16.80 | -16.80 | -16.80 | 0.10 | 0.15 | 0.30 | 6.87 | 4.93 | 3.81 |
6.65
|
-13.28
|
0.51
|
5.67
|
1.69 | 1.53 | 3.53 | 1.37 | |
Sheltered Sam 20/80 | 12 | 19.4 | 80 | 0.6 |
2.12
|
2.90
|
2.57
|
5.04
|
0.60 | Dec 01 2023 | 0.60 | 3.05 | 5.36 | 5.25 | 4.11 | 4.14 | 0.39 | 0.55 | 0.63 | 1.22 | -11.24 | -11.24 | -11.24 | 0.26 | 0.23 | 0.45 | 4.16 | 3.03 | 2.33 |
3.28
|
-8.57
|
6.12
|
6.51
|
2.06 | 2.88 | 2.02 | 1.29 | |
Robo Advisor 20 | 12 | 19.9 | 80.1 | 0 |
3.66
|
2.44
|
2.44
|
5.01
|
0.60 | Dec 01 2023 | 0.60 | 3.47 | 5.84 | 5.31 | 4.14 | 4.18 | 0.63 | 0.46 | 0.59 | 1.20 | -12.16 | -12.16 | -12.16 | 0.20 | 0.20 | 0.41 | 4.65 | 3.38 | 2.40 |
4.82
|
-9.10
|
2.61
|
6.01
|
2.09 | 1.78 | 1.60 | 1.58 | |
US Inflation Protection | 1 | 0 | 100 | 0 |
-0.52
|
2.25
|
1.71
|
4.90
|
0.51 | Dec 01 2023 | 0.51 | 2.77 | 5.63 | 6.28 | 5.16 | 6.05 | -0.09 | 0.36 | 0.33 | 0.81 | -14.76 | -14.76 | -14.76 | 0.15 | 0.12 | 0.33 | 6.54 | 4.81 | 4.10 |
0.81
|
-13.10
|
5.67
|
10.84
|
2.00 | 5.89 | 4.41 | 1.29 | |
Total Bond Developed World ex-US | 1 | 0 | 100 | 0 |
2.49
|
0.52
|
2.06
|
4.69
|
0.60 | Dec 01 2023 | 0.60 | 3.43 | 6.03 | 5.29 | 4.16 | 4.57 | 0.41 | 0.10 | 0.49 | 1.02 | -14.88 | -14.88 | -14.88 | 0.03 | 0.14 | 0.31 | 7.17 | 5.15 | 3.72 |
5.39
|
-12.76
|
-2.28
|
4.65
|
1.57 | 1.31 | 3.55 | 1.16 | |
Emerging Markets Stocks | 1 | 100 | 0 | 0 |
2.42
|
1.46
|
1.42
|
4.65
|
0.43 | Dec 01 2023 | 0.43 | 7.79 | 18.55 | 19.25 | 17.41 | 22.91 | 0.13 | 0.08 | 0.08 | 0.20 | -36.52 | -36.52 | -60.44 | 0.04 | 0.04 | 0.08 | 16.75 | 16.53 | 22.25 |
5.20
|
-20.56
|
-3.61
|
17.03
|
0.82 | 1.95 | 1.89 | 1.68 | |
10-year Treasury | 1 | 0 | 100 | 0 |
-1.61
|
0.01
|
0.99
|
4.59
|
0.94 | Dec 01 2023 | 0.94 | 4.55 | 8.89 | 7.58 | 6.42 | 6.81 | -0.18 | 0.00 | 0.15 | 0.67 | -23.18 | -23.18 | -23.18 | 0.00 | 0.04 | 0.20 | 10.82 | 8.15 | 5.53 |
-0.12
|
-15.19
|
-3.33
|
10.01
|
2.40 | 1.61 | 0.80 | 1.18 | |
Sheltered Sam 10/90 | 12 | 9.7 | 90 | 0.3 |
1.86
|
2.24
|
1.88
|
4.43
|
0.49 | Dec 01 2023 | 0.49 | 2.39 | 4.30 | 4.04 | 3.18 | 3.39 | 0.43 | 0.56 | 0.59 | 1.31 | -9.93 | -9.93 | -9.93 | 0.23 | 0.19 | 0.45 | 3.89 | 2.81 | 1.99 |
2.65
|
-8.07
|
3.98
|
6.33
|
2.10 | 2.99 | 1.97 | 1.19 | |
Conservative Income | 6 | 5 | 95 | 0 |
1.95
|
1.71
|
1.85
|
4.26
|
0.63 | Dec 01 2023 | 0.63 | 3.47 | 5.65 | 4.88 | 3.87 | 3.61 | 0.35 | 0.35 | 0.48 | 1.18 | -11.50 | -11.50 | -11.50 | 0.15 | 0.16 | 0.37 | 4.94 | 3.59 | 2.39 |
2.89
|
-9.97
|
2.43
|
5.45
|
2.88 | 2.82 | 2.26 | 1.91 | |
Total Bond US | 1 | 0 | 100 | 0 |
0.97
|
0.72
|
1.33
|
4.13
|
0.82 | Dec 01 2023 | 0.82 | 4.54 | 7.63 | 6.14 | 4.80 | 4.21 | 0.13 | 0.12 | 0.28 | 0.98 | -17.28 | -17.28 | -17.28 | 0.04 | 0.08 | 0.24 | 8.01 | 5.78 | 3.54 |
1.79
|
-13.11
|
-1.86
|
7.71
|
2.37 | 2.23 | 2.06 | 2.53 | |
Robo Advisor 10 | 12 | 9.9 | 90.1 | 0 |
3.36
|
1.79
|
1.65
|
4.07
|
0.45 | Dec 01 2023 | 0.45 | 2.33 | 3.93 | 3.26 | 2.51 | 2.56 | 0.86 | 0.55 | 0.66 | 1.59 | -8.91 | -8.91 | -8.91 | 0.20 | 0.19 | 0.46 | 3.51 | 2.51 | 1.58 |
3.88
|
-6.66
|
0.88
|
4.71
|
2.14 | 1.52 | 1.05 | 1.36 | |
Sheltered Sam 0/100 | 2 | 0 | 100 | 0 |
1.59
|
1.58
|
1.18
|
3.80
|
0.38 | Dec 01 2023 | 0.38 | 1.72 | 3.50 | 3.30 | 2.68 | 3.21 | 0.45 | 0.48 | 0.44 | 1.19 | -8.61 | -8.61 | -8.61 | 0.18 | 0.14 | 0.44 | 3.67 | 2.66 | 1.93 |
2.03
|
-7.57
|
1.84
|
6.16
|
2.14 | 3.10 | 1.92 | 1.09 | |
Robo Advisor 0 | 2 | 0 | 100 | 0 |
3.01
|
1.11
|
0.85
|
3.10
|
0.31 | Dec 01 2023 | 0.31 | 1.20 | 2.50 | 2.01 | 1.54 | 1.82 | 1.21 | 0.55 | 0.55 | 1.70 | -5.86 | -5.86 | -5.86 | 0.19 | 0.14 | 0.53 | 2.46 | 1.77 | 1.08 |
2.91
|
-4.20
|
-0.79
|
3.37
|
2.19 | 1.27 | 0.49 | 1.14 | |
Short Term Treasury | 1 | 0 | 100 | 0 |
2.96
|
1.04
|
0.77
|
3.00
|
0.29 | Dec 01 2023 | 0.29 | 1.05 | 2.35 | 1.88 | 1.44 | 1.81 | 1.26 | 0.56 | 0.53 | 1.66 | -5.36 | -5.36 | -5.36 | 0.19 | 0.14 | 0.56 | 2.26 | 1.62 | 1.00 |
2.84
|
-3.88
|
-0.72
|
3.03
|
2.23 | 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 Oct 2023.
Waiting for updates, inflation of Nov 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.35%
, 5Y: 4.07%
, 10Y: 2.82%
, 30Y: 2.52%
Portfolio returns are updated to 30 November 2023.
Portfolio returns are updated to 30 November 2023.
Live Dec 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 November 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 November 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 November 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 November 2023.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Oct 2023.
Waiting for updates, inflation of Nov 2023 is set to 0%.
2023: 3.66%, 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 (%) - Nov 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) | Dec 2023 | Nov 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 |
12.17
|
10.67
|
13.49
|
0.72 | Dec 01 2023 | 0.72 | 8.75 | 18.49 | 18.38 | 19.60 | 0.66 | 0.58 | 0.69 | -20.07 | -21.00 | 0.53 | 0.64 | 7.47 | 6.94 |
20.98
|
-15.62
|
27.80
|
19.47
|
0.76 | 0.44 | 0.00 | 0.00 | |
US Stocks ESG | 1 | 100 | 0 | 0 |
15.83
|
7.47
|
12.59
|
0.83 | Dec 01 2023 | 0.83 | 10.33 | 17.35 | 18.24 | 19.66 | 0.91 | 0.41 | 0.64 | -27.79 | -27.79 | 0.27 | 0.45 | 13.16 | 10.78 |
23.82
|
-24.04
|
26.20
|
25.67
|
1.01 | 1.07 | 0.85 | 1.38 | |
US Stocks Equal Weight | 1 | 100 | 0 | 0 |
1.44
|
8.23
|
9.86
|
1.50 | Dec 01 2023 | 1.50 | 9.18 | 17.65 | 17.97 | 20.93 | 0.08 | 0.46 | 0.47 | -20.69 | -26.65 | 0.40 | 0.37 | 7.95 | 8.03 |
6.44
|
-11.62
|
29.41
|
12.71
|
1.40 | 1.59 | 1.64 | 1.83 | |
Stocks/Bonds 60/40 2x Leveraged | 2 | 60 | 40 | 0 |
8.35
|
1.87
|
9.79
|
1.51 | Dec 01 2023 | 1.51 | 14.90 | 25.15 | 25.25 | 23.99 | 0.33 | 0.07 | 0.41 | -39.53 | -39.53 | 0.05 | 0.25 | 21.60 | 17.16 |
18.22
|
-35.46
|
33.12
|
20.45
|
1.02 | 0.31 | 0.18 | 0.40 | |
Stocks/Bonds 60/40 with Bitcoin | 3 | 59 | 39 | 2 |
10.47
|
4.65
|
9.22
|
0.82 | 08:59AM, Dec 02 2023 | 0.82 | 7.65 | 12.69 | 13.20 | 13.53 | 0.83 | 0.35 | 0.68 | -21.45 | -21.45 | 0.22 | 0.43 | 10.05 | 8.09 |
14.84
|
-17.90
|
15.60
|
21.52
|
1.67 | 1.65 | 1.69 | 2.00 | |
Stocks/Bonds 60/40 ESG | 2 | 60 | 40 | 0 |
10.32
|
2.95
|
8.15
|
0.84 | Dec 01 2023 | 0.84 | 8.15 | 13.04 | 13.01 | 12.89 | 0.79 | 0.23 | 0.63 | -22.44 | -22.44 | 0.13 | 0.36 | 11.10 | 8.82 |
14.95
|
-19.58
|
14.84
|
18.27
|
1.62 | 1.62 | 1.30 | 1.76 | |
Permanent Portfolio with Bitcoin | 5 | 25 | 50 | 25 |
8.48
|
1.50
|
7.42
|
1.09 | 08:59AM, Dec 02 2023 | 1.09 | 5.60 | 10.68 | 9.86 | 9.21 | 0.79 | 0.15 | 0.81 | -16.88 | -16.88 | 0.09 | 0.44 | 7.89 | 6.17 |
9.73
|
-13.79
|
5.47
|
21.71
|
1.97 | 1.13 | 0.73 | 0.94 | |
Golden Butterfly with Bitcoin | 6 | 40 | 40 | 20 |
5.56
|
2.58
|
7.34
|
1.58 | 08:59AM, Dec 02 2023 | 1.58 | 6.41 | 12.38 | 11.33 | 10.93 | 0.45 | 0.23 | 0.67 | -18.74 | -18.74 | 0.14 | 0.39 | 8.52 | 6.75 |
8.15
|
-14.60
|
10.61
|
19.54
|
1.48 | 1.13 | 1.03 | 1.09 | |
Stocks/Bonds 40/60 with Bitcoin | 3 | 39 | 59 | 2 |
8.15
|
2.13
|
7.06
|
0.82 | 08:59AM, Dec 02 2023 | 0.82 | 6.70 | 10.93 | 10.95 | 10.64 | 0.75 | 0.19 | 0.66 | -19.39 | -19.39 | 0.11 | 0.36 | 9.60 | 7.59 |
11.25
|
-16.62
|
10.09
|
18.86
|
1.89 | 1.83 | 1.80 | 2.16 | |
Developed World ex-US Stocks Momentum | 1 | 100 | 0 | 0 |
8.31
|
0.99
|
6.93
|
1.15 | Dec 01 2023 | 1.15 | 7.95 | 13.92 | 16.18 | 16.23 | 0.60 | 0.06 | 0.43 | -28.57 | -28.57 | 0.03 | 0.24 | 12.04 | 9.79 |
10.02
|
-16.80
|
6.60
|
22.16
|
1.40 | 2.19 | 5.51 | 1.17 | |
Simplified Permanent Portfolio 2x Leveraged | 3 | 25 | 50 | 25 |
5.62
|
-3.28
|
6.91
|
2.17 | Dec 01 2023 | 2.17 | 10.03 | 20.28 | 18.99 | 16.89 | 0.28 | -0.17 | 0.41 | -31.96 | -31.96 | -0.10 | 0.22 | 17.07 | 13.39 |
8.73
|
-26.74
|
8.10
|
24.56
|
1.27 | 0.24 | 0.14 | 0.38 | |
Desert Portfolio with Bitcoin | 4 | 30 | 60 | 10 |
8.47
|
2.46
|
6.88
|
0.76 | 08:59AM, Dec 02 2023 | 0.76 | 5.02 | 8.81 | 8.76 | 8.14 | 0.96 | 0.28 | 0.85 | -15.73 | -15.73 | 0.16 | 0.44 | 7.25 | 5.69 |
10.47
|
-12.90
|
7.03
|
18.57
|
1.44 | 1.14 | 0.88 | 1.23 | |
Ark Tech Portfolio | 4 | 100 | 0 | 0 |
18.84
|
-19.60
|
6.33
|
4.55 | Dec 01 2023 | 4.55 | 23.67 | 44.61 | 37.57 | 38.15 | 0.42 | -0.52 | 0.17 | -69.47 | -69.47 | -0.28 | 0.09 | 47.46 | 37.11 |
37.18
|
-58.78
|
-18.06
|
149.52
|
0.29 | 0.00 | 1.03 | 2.88 | |
All Weather Portfolio 2x Leveraged | 5 | 37.5 | 55 | 7.5 |
-4.73
|
-4.14
|
6.32
|
2.57 | Dec 01 2023 | 2.57 | 14.31 | 26.85 | 24.66 | 21.42 | -0.18 | -0.17 | 0.30 | -37.02 | -37.02 | -0.11 | 0.17 | 19.38 | 15.23 |
2.27
|
-29.60
|
19.72
|
19.68
|
1.34 | 0.42 | 0.32 | 0.37 | |
All Weather Portfolio with Bitcoin | 6 | 30 | 55 | 15 |
3.90
|
-0.94
|
6.28
|
1.19 | 08:59AM, Dec 02 2023 | 1.19 | 7.30 | 13.34 | 11.97 | 10.75 | 0.29 | -0.08 | 0.58 | -21.81 | -21.81 | -0.04 | 0.29 | 11.93 | 9.31 |
6.98
|
-19.84
|
9.08
|
21.82
|
1.65 | 1.35 | 1.13 | 1.40 | |
Golden Butterfly 2x Leveraged | 4 | 40 | 40 | 20 |
0.92
|
-1.81
|
5.89
|
2.87 | Dec 01 2023 | 2.87 | 11.07 | 21.56 | 20.57 | 19.16 | 0.04 | -0.09 | 0.31 | -34.50 | -34.50 | -0.05 | 0.17 | 18.53 | 14.62 |
6.21
|
-28.62
|
16.84
|
19.29
|
1.12 | 0.25 | 0.11 | 0.31 | |
Stocks/Bonds 40/60 2x Leveraged | 2 | 40 | 60 | 0 |
2.56
|
-3.75
|
5.86
|
1.70 | Dec 01 2023 | 1.70 | 12.93 | 22.07 | 21.18 | 18.53 | 0.12 | -0.18 | 0.32 | -36.46 | -36.46 | -0.10 | 0.16 | 21.29 | 16.65 |
9.88
|
-33.70
|
19.46
|
19.91
|
1.52 | 0.32 | 0.18 | 0.47 | |
Stocks/Bonds 40/60 ESG | 2 | 40 | 60 | 0 |
7.34
|
0.51
|
5.73
|
0.84 | Dec 01 2023 | 0.84 | 6.96 | 10.95 | 10.58 | 9.85 | 0.67 | 0.05 | 0.58 | -19.76 | -19.76 | 0.03 | 0.29 | 10.17 | 7.99 |
10.51
|
-17.35
|
9.16
|
14.57
|
1.92 | 1.89 | 1.53 | 1.96 | |
Desert Portfolio 2x Leveraged | 3 | 30 | 60 | 10 |
2.62
|
-4.68
|
5.46
|
1.92 | Dec 01 2023 | 1.92 | 11.33 | 20.49 | 19.23 | 16.64 | 0.13 | -0.24 | 0.33 | -34.04 | -34.04 | -0.14 | 0.16 | 19.54 | 15.25 |
7.75
|
-30.56
|
12.18
|
21.66
|
1.52 | 0.29 | 0.17 | 0.45 | |
Talmud Portfolio 2x Leveraged | 3 | 66.7 | 33.3 | 0 |
-1.17
|
-0.38
|
5.34
|
2.49 | Dec 01 2023 | 2.49 | 16.93 | 28.60 | 28.30 | 26.66 | -0.04 | -0.01 | 0.20 | -44.36 | -44.36 | -0.01 | 0.12 | 25.94 | 20.95 |
7.72
|
-39.60
|
46.68
|
4.10
|
1.07 | 0.42 | 0.24 | 0.51 | |
Developed World ex-US 60/40 Momentum | 2 | 60 | 40 | 0 |
5.95
|
-0.69
|
4.51
|
0.93 | Dec 01 2023 | 0.93 | 6.14 | 10.19 | 11.24 | 10.92 | 0.58 | -0.06 | 0.41 | -22.23 | -22.23 | -0.03 | 0.20 | 10.08 | 8.04 |
8.17
|
-15.18
|
3.05
|
15.15
|
1.47 | 1.84 | 4.73 | 1.17 | |
Developed World ex-US 40/60 Momentum | 2 | 40 | 60 | 0 |
4.79
|
-1.56
|
3.22
|
0.82 | Dec 01 2023 | 0.82 | 5.24 | 8.49 | 9.02 | 8.53 | 0.56 | -0.17 | 0.38 | -19.40 | -19.40 | -0.08 | 0.17 | 9.43 | 7.45 |
7.24
|
-14.37
|
1.27
|
11.65
|
1.50 | 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