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 31 May 2023
Live Update at Jun 02 2023, 09:57PM Eastern Time
Live Update at Jun 02 2023, 09:57PM Eastern Time
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.79%
, 5Y: 3.81%
, 10Y: 2.68%
, 30Y: 2.51%
Portfolio returns are updated to 31 May 2023.
Portfolio returns are updated to 31 May 2023.
Live Jun 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 31 May 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 May 2023.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 May 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 May 2023.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
2023: 2.21%, 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 (%) - May 31, 2023 |
Chg (%) |
Return (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
YTD(%) |
Yearly Returns (%) |
||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | #ETF | Stocks | Bonds | Comm | 1Y | 5Y | 10Y | 30Y ▾ | Daily | Time(ET) | Jun 2023 | May 2023 | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 2023 | 2022 | 2021 | 2020 | 2023 | 2022 | 2021 | 2020 | |
Technology | 1 | 100 | 0 | 0 |
13.74
|
16.19
|
17.93
|
13.50
|
0.75 | Jun 02 2023 | 1.91 | 7.88 | 27.30 | 22.07 | 18.04 | 23.92 | 0.50 | 0.73 | 0.99 | 0.56 | -15.23 | -32.58 | -32.58 | -81.08 | 0.90 | 0.50 | 0.55 | 0.17 |
30.89
|
-32.58
|
27.42
|
48.40
|
0.18 | 0.54 | 0.54 | 0.64 | |
US Stocks Momentum | 1 | 100 | 0 | 0 |
-5.15
|
5.61
|
11.37
|
11.80
|
1.13 | Jun 02 2023 | 2.13 | -4.83 | 18.34 | 18.81 | 15.22 | 15.15 | -0.28 | 0.30 | 0.75 | 0.78 | -10.25 | -30.16 | -30.16 | -53.85 | -0.50 | 0.19 | 0.38 | 0.22 |
-6.59
|
-18.26
|
13.37
|
29.85
|
0.55 | 1.45 | 0.62 | 1.07 | |
Stocks/Bonds 80/20 Momentum | 2 | 80 | 20 | 0 |
-4.64
|
4.77
|
9.51
|
10.63
|
0.79 | Jun 02 2023 | 1.65 | -4.06 | 15.22 | 15.53 | 12.54 | 12.22 | -0.30 | 0.31 | 0.76 | 0.87 | -8.58 | -27.23 | -27.23 | -43.61 | -0.54 | 0.18 | 0.35 | 0.24 |
-4.79
|
-17.23
|
10.32
|
25.42
|
0.59 | 1.61 | 0.91 | 1.36 | |
US Stocks | 1 | 100 | 0 | 0 |
2.13
|
9.99
|
11.40
|
9.70
|
1.65 | Jun 02 2023 | 2.67 | 0.43 | 21.02 | 18.95 | 15.16 | 15.36 | 0.10 | 0.53 | 0.75 | 0.63 | -12.61 | -24.81 | -24.81 | -50.84 | 0.17 | 0.40 | 0.46 | 0.19 |
8.80
|
-19.51
|
25.67
|
21.03
|
0.41 | 1.33 | 1.51 | 1.71 | |
US Stocks Value | 1 | 100 | 0 | 0 |
2.38
|
9.02
|
9.61
|
9.50
|
1.86 | Jun 02 2023 | 2.78 | -2.04 | 20.93 | 18.80 | 15.15 | 15.19 | 0.11 | 0.48 | 0.63 | 0.63 | -13.59 | -26.06 | -26.06 | -55.41 | 0.18 | 0.35 | 0.37 | 0.17 |
4.41
|
-5.39
|
25.21
|
1.55
|
0.49 | 2.07 | 2.32 | 2.40 | |
US Stocks Minimum Volatility | 1 | 100 | 0 | 0 |
-1.06
|
8.29
|
10.21
|
9.47
|
1.14 | Jun 02 2023 | 1.48 | -3.22 | 15.76 | 14.99 | 12.08 | 13.67 | -0.07 | 0.55 | 0.85 | 0.69 | -10.00 | -19.06 | -19.06 | -43.27 | -0.11 | 0.43 | 0.54 | 0.22 |
-0.46
|
-9.42
|
20.84
|
5.64
|
0.44 | 1.45 | 1.52 | 1.89 | |
Warren Buffett Portfolio | 2 | 90 | 10 | 0 |
2.73
|
9.94
|
10.82
|
9.33
|
1.29 | Jun 02 2023 | 2.24 | 0.62 | 18.76 | 16.72 | 13.39 | 13.50 | 0.15 | 0.59 | 0.81 | 0.69 | -11.52 | -23.08 | -23.08 | -45.52 | 0.24 | 0.43 | 0.47 | 0.20 |
9.15
|
-18.29
|
24.59
|
19.19
|
0.44 | 1.31 | 1.38 | 1.67 | |
Stocks/Bonds 60/40 Momentum | 2 | 60 | 40 | 0 |
-4.10
|
3.87
|
7.58
|
9.28
|
0.45 | Jun 02 2023 | 1.16 | -3.31 | 12.55 | 12.38 | 9.94 | 9.43 | -0.33 | 0.31 | 0.76 | 0.98 | -7.95 | -24.21 | -24.21 | -32.52 | -0.52 | 0.16 | 0.31 | 0.29 |
-2.99
|
-16.20
|
7.27
|
20.99
|
0.63 | 1.76 | 1.20 | 1.65 | |
Sheltered Sam 100/0 | 10 | 97 | 0 | 3 |
-3.60
|
6.07
|
8.14
|
8.92
|
2.22 | Jun 02 2023 | 3.17 | -2.79 | 20.46 | 18.14 | 14.48 | 15.16 | -0.18 | 0.33 | 0.56 | 0.59 | -14.86 | -25.40 | -25.40 | -54.91 | -0.24 | 0.24 | 0.32 | 0.16 |
1.39
|
-12.59
|
23.26
|
7.92
|
0.42 | 2.02 | 2.43 | 2.06 | |
Stocks/Bonds 80/20 | 2 | 80 | 20 | 0 |
1.26
|
8.29
|
9.50
|
8.89
|
1.21 | Jun 02 2023 | 2.08 | 0.12 | 17.96 | 15.61 | 12.42 | 12.33 | 0.07 | 0.53 | 0.77 | 0.72 | -11.40 | -22.75 | -22.75 | -41.09 | 0.11 | 0.36 | 0.42 | 0.22 |
7.52
|
-18.23
|
20.16
|
18.36
|
0.48 | 1.51 | 1.62 | 1.87 | |
Simple Path to Wealth | 2 | 75 | 25 | 0 |
1.04
|
7.85
|
9.02
|
8.66
|
1.10 | Jun 02 2023 | 1.93 | 0.04 | 17.23 | 14.80 | 11.75 | 11.60 | 0.06 | 0.53 | 0.77 | 0.75 | -11.10 | -22.24 | -22.24 | -38.53 | 0.09 | 0.35 | 0.41 | 0.22 |
7.20
|
-17.91
|
18.79
|
17.70
|
0.49 | 1.56 | 1.65 | 1.92 | |
Robust | 8 | 70 | 20 | 10 |
-7.96
|
3.93
|
6.20
|
8.60
|
1.38 | Jun 02 2023 | 2.24 | -4.02 | 15.11 | 13.90 | 11.01 | 10.99 | -0.53 | 0.28 | 0.56 | 0.78 | -12.59 | -19.09 | -19.09 | -44.20 | -0.63 | 0.21 | 0.32 | 0.19 |
-2.97
|
-10.29
|
17.40
|
7.53
|
0.51 | 1.83 | 1.61 | 1.55 | |
Sheltered Sam 90/10 | 12 | 87.3 | 10 | 2.7 |
-3.47
|
5.67
|
7.48
|
8.55
|
1.97 | Jun 02 2023 | 2.83 | -2.60 | 18.75 | 16.35 | 13.06 | 13.61 | -0.18 | 0.35 | 0.57 | 0.63 | -13.83 | -22.65 | -22.65 | -50.12 | -0.25 | 0.25 | 0.33 | 0.17 |
1.40
|
-12.09
|
21.12
|
7.74
|
0.43 | 2.12 | 2.38 | 1.97 | |
Aggressive Global Income | 4 | 80 | 20 | 0 |
-5.52
|
3.38
|
5.25
|
8.52
|
1.99 | Jun 02 2023 | 2.73 | -3.81 | 18.24 | 15.38 | 12.62 | 14.36 | -0.30 | 0.22 | 0.42 | 0.59 | -14.94 | -23.84 | -23.84 | -52.63 | -0.37 | 0.14 | 0.22 | 0.16 |
-0.60
|
-8.43
|
17.07
|
-1.13
|
0.85 | 3.49 | 3.67 | 3.52 | |
Mid-Fifties | 8 | 80 | 20 | 0 |
-2.03
|
5.25
|
6.57
|
8.33
|
1.37 | Jun 02 2023 | 2.29 | -1.82 | 18.18 | 14.96 | 12.08 | 12.89 | -0.11 | 0.35 | 0.54 | 0.65 | -13.40 | -24.05 | -24.05 | -46.21 | -0.15 | 0.22 | 0.27 | 0.18 |
3.94
|
-17.33
|
15.75
|
11.71
|
0.56 | 2.08 | 2.30 | 2.23 | |
Late Thirties to Early Forties | 8 | 85 | 15 | 0 |
-1.54
|
5.42
|
6.82
|
8.26
|
1.43 | Jun 02 2023 | 2.44 | -1.70 | 18.55 | 15.46 | 12.53 | 13.52 | -0.08 | 0.35 | 0.54 | 0.61 | -13.63 | -24.26 | -24.26 | -48.28 | -0.11 | 0.22 | 0.28 | 0.17 |
4.50
|
-17.38
|
15.84
|
12.75
|
0.48 | 1.97 | 2.23 | 2.11 | |
Edge Select Aggressive | 12 | 84 | 16 | 0 |
1.27
|
6.74
|
8.08
|
8.21
|
1.34 | Jun 02 2023 | 2.42 | -0.25 | 18.32 | 15.46 | 12.57 | 13.16 | 0.07 | 0.44 | 0.64 | 0.62 | -12.96 | -23.81 | -23.81 | -45.65 | 0.10 | 0.28 | 0.34 | 0.18 |
7.93
|
-17.87
|
15.74
|
17.62
|
0.39 | 1.69 | 1.85 | 1.73 | |
Late Sixties and Beyond | 8 | 71 | 29 | 0 |
-2.22
|
5.10
|
6.19
|
8.19
|
1.25 | Jun 02 2023 | 2.01 | -1.83 | 16.67 | 13.66 | 10.98 | 11.57 | -0.13 | 0.37 | 0.56 | 0.71 | -12.25 | -22.44 | -22.44 | -41.80 | -0.18 | 0.23 | 0.28 | 0.20 |
3.17
|
-16.23
|
15.40
|
10.03
|
0.70 | 2.16 | 2.25 | 2.27 | |
Robo Advisor 100 | 6 | 100 | 0 | 0 |
-1.11
|
5.70
|
7.68
|
8.18
|
1.84 | Jun 02 2023 | 3.05 | -2.29 | 20.79 | 18.02 | 14.64 | 15.73 | -0.05 | 0.32 | 0.52 | 0.52 | -15.20 | -24.17 | -24.17 | -54.55 | -0.07 | 0.24 | 0.32 | 0.15 |
4.36
|
-15.26
|
18.02
|
12.47
|
0.26 | 1.83 | 2.34 | 1.94 | |
Ultimate Buy and Hold Strategy | 10 | 100 | 0 | 0 |
-4.73
|
3.48
|
6.63
|
8.17
|
2.24 | Jun 02 2023 | 3.33 | -3.43 | 21.39 | 18.72 | 14.98 | 15.60 | -0.22 | 0.19 | 0.44 | 0.52 | -16.55 | -27.54 | -27.54 | -57.21 | -0.29 | 0.13 | 0.24 | 0.14 |
1.57
|
-15.37
|
19.37
|
6.40
|
0.41 | 2.27 | 2.79 | 2.06 | |
Mid-Twenties | 8 | 87 | 13 | 0 |
-1.55
|
5.36
|
6.82
|
8.17
|
1.46 | Jun 02 2023 | 2.50 | -1.66 | 18.79 | 15.71 | 12.75 | 13.85 | -0.08 | 0.34 | 0.53 | 0.59 | -13.84 | -24.50 | -24.50 | -49.50 | -0.11 | 0.22 | 0.28 | 0.17 |
4.74
|
-17.64
|
15.90
|
12.95
|
0.45 | 1.94 | 2.22 | 2.07 | |
Sheltered Sam 80/20 | 12 | 77.6 | 20 | 2.4 |
-3.34
|
5.26
|
6.82
|
8.15
|
1.71 | Jun 02 2023 | 2.49 | -2.42 | 17.08 | 14.60 | 11.66 | 12.09 | -0.20 | 0.36 | 0.58 | 0.67 | -12.80 | -19.89 | -19.89 | -45.06 | -0.26 | 0.26 | 0.34 | 0.18 |
1.41
|
-11.58
|
18.98
|
7.57
|
0.43 | 2.23 | 2.33 | 1.87 | |
Robo Advisor 90 | 11 | 90.1 | 9.9 | 0 |
-1.83
|
5.17
|
7.15
|
8.08
|
1.66 | Jun 02 2023 | 2.80 | -2.07 | 19.52 | 16.68 | 13.50 | 14.37 | -0.09 | 0.31 | 0.53 | 0.56 | -14.52 | -23.36 | -23.36 | -50.07 | -0.13 | 0.22 | 0.31 | 0.16 |
3.94
|
-15.33
|
16.04
|
12.42
|
0.40 | 1.95 | 2.36 | 1.94 | |
Yale Endowment | 6 | 70 | 30 | 0 |
-5.06
|
4.71
|
6.09
|
8.06
|
1.05 | Jun 02 2023 | 1.77 | -2.03 | 18.38 | 13.51 | 10.89 | 10.83 | -0.28 | 0.35 | 0.56 | 0.74 | -14.01 | -25.53 | -25.53 | -39.48 | -0.36 | 0.18 | 0.24 | 0.20 |
4.19
|
-21.08
|
17.53
|
12.03
|
0.50 | 2.58 | 2.65 | 2.12 | |
Talmud Portfolio | 3 | 66.7 | 33.3 | 0 |
-5.44
|
5.36
|
6.35
|
8.00
|
1.18 | Jun 02 2023 | 1.61 | -1.52 | 16.76 | 13.39 | 10.77 | 10.64 | -0.32 | 0.40 | 0.59 | 0.75 | -12.41 | -22.88 | -22.88 | -40.17 | -0.44 | 0.23 | 0.28 | 0.20 |
3.05
|
-19.62
|
21.44
|
8.02
|
0.69 | 2.13 | 2.37 | 2.63 | |
Second Grader's Starter | 3 | 90 | 10 | 0 |
0.82
|
6.96
|
8.37
|
7.94
|
1.36 | Jun 02 2023 | 2.48 | -0.89 | 19.10 | 16.40 | 13.26 | 13.75 | 0.04 | 0.42 | 0.63 | 0.58 | -13.29 | -24.21 | -24.21 | -48.52 | 0.06 | 0.29 | 0.35 | 0.16 |
7.07
|
-17.70
|
17.70
|
16.72
|
0.39 | 1.80 | 2.09 | 1.94 | |
Stocks/Bonds 60/40 | 2 | 60 | 40 | 0 |
0.36
|
6.52
|
7.55
|
7.93
|
0.77 | Jun 02 2023 | 1.48 | -0.19 | 15.14 | 12.42 | 9.80 | 9.46 | 0.02 | 0.53 | 0.77 | 0.84 | -10.22 | -20.69 | -20.69 | -30.55 | 0.04 | 0.32 | 0.37 | 0.26 |
6.24
|
-16.95
|
14.66
|
15.70
|
0.54 | 1.69 | 1.73 | 2.04 | |
Robo Advisor 80 | 10 | 80 | 20 | 0 |
-1.96
|
4.65
|
6.54
|
7.91
|
1.43 | Jun 02 2023 | 2.47 | -1.94 | 18.30 | 15.21 | 12.28 | 13.00 | -0.11 | 0.31 | 0.53 | 0.61 | -13.75 | -22.63 | -22.63 | -45.47 | -0.14 | 0.21 | 0.29 | 0.17 |
3.80
|
-15.27
|
13.94
|
11.77
|
0.43 | 2.03 | 2.47 | 1.97 | |
Couch Potato | 2 | 50 | 50 | 0 |
-1.84
|
6.25
|
6.61
|
7.88
|
0.58 | Jun 02 2023 | 1.17 | -0.62 | 15.12 | 11.42 | 9.01 | 8.66 | -0.12 | 0.55 | 0.73 | 0.91 | -11.31 | -19.77 | -19.77 | -27.04 | -0.16 | 0.32 | 0.33 | 0.29 |
5.33
|
-16.31
|
15.67
|
15.93
|
0.27 | 3.61 | 2.96 | 1.50 | |
Seven Value | 7 | 71.5 | 28.5 | 0 |
-3.73
|
6.04
|
6.25
|
7.85
|
1.38 | Jun 02 2023 | 2.07 | -3.15 | 18.94 | 14.74 | 11.65 | 11.26 | -0.20 | 0.41 | 0.54 | 0.70 | -13.13 | -20.44 | -20.44 | -41.22 | -0.28 | 0.30 | 0.31 | 0.19 |
0.40
|
-3.63
|
22.53
|
1.86
|
0.54 | 3.17 | 3.60 | 2.32 | |
Core Four | 4 | 80 | 20 | 0 |
-0.93
|
6.12
|
7.41
|
7.77
|
1.22 | Jun 02 2023 | 2.14 | -1.15 | 17.90 | 14.81 | 11.86 | 12.08 | -0.05 | 0.41 | 0.62 | 0.64 | -12.76 | -23.46 | -23.46 | -44.44 | -0.07 | 0.26 | 0.32 | 0.17 |
5.78
|
-17.83
|
17.18
|
13.93
|
0.47 | 1.93 | 2.20 | 2.14 | |
Edge Select Moderately Aggressive | 12 | 69 | 31 | 0 |
0.93
|
5.97
|
7.10
|
7.77
|
1.02 | Jun 02 2023 | 1.95 | -0.32 | 16.66 | 13.39 | 10.82 | 11.04 | 0.06 | 0.45 | 0.66 | 0.70 | -11.84 | -22.31 | -22.31 | -38.23 | 0.08 | 0.27 | 0.32 | 0.20 |
7.26
|
-17.08
|
12.88
|
16.02
|
0.50 | 1.79 | 1.82 | 1.86 | |
Stocks/Bonds 40/60 Momentum | 2 | 40 | 60 | 0 |
-3.55
|
2.91
|
5.58
|
7.77
|
0.11 | Jun 02 2023 | 0.68 | -2.58 | 10.46 | 9.45 | 7.52 | 6.87 | -0.34 | 0.31 | 0.74 | 1.13 | -7.35 | -21.11 | -21.11 | -21.11 | -0.48 | 0.14 | 0.26 | 0.37 |
-1.19
|
-15.17
|
4.23
|
16.57
|
0.66 | 1.92 | 1.48 | 1.95 | |
Sheltered Sam 70/30 | 12 | 67.9 | 30 | 2.1 |
-3.22
|
4.83
|
6.13
|
7.72
|
1.45 | Jun 02 2023 | 2.16 | -2.23 | 15.44 | 12.88 | 10.29 | 10.60 | -0.21 | 0.38 | 0.60 | 0.73 | -11.79 | -17.80 | -17.80 | -39.73 | -0.27 | 0.27 | 0.34 | 0.19 |
1.43
|
-11.08
|
16.83
|
7.39
|
0.43 | 2.34 | 2.28 | 1.77 | |
Lazy Portfolio | 6 | 70 | 30 | 0 |
-4.15
|
4.95
|
5.89
|
7.71
|
1.12 | Jun 02 2023 | 1.82 | -1.67 | 16.70 | 12.99 | 10.47 | 10.76 | -0.25 | 0.38 | 0.56 | 0.72 | -12.68 | -22.43 | -22.43 | -40.89 | -0.33 | 0.22 | 0.26 | 0.19 |
3.66
|
-17.86
|
17.34
|
10.56
|
0.44 | 2.52 | 2.51 | 2.03 | |
Family Taxable Portfolio | 11 | 70 | 30 | 0 |
-3.43
|
3.63
|
6.00
|
7.65
|
1.47 | Jun 02 2023 | 2.50 | -1.50 | 17.98 | 13.89 | 11.17 | 11.54 | -0.19 | 0.26 | 0.54 | 0.66 | -13.38 | -23.76 | -23.76 | -38.46 | -0.26 | 0.15 | 0.25 | 0.20 |
3.64
|
-17.99
|
11.93
|
14.59
|
0.38 | 2.45 | 2.47 | 1.80 | |
Four Funds | 4 | 80 | 20 | 0 |
0.02
|
6.21
|
7.41
|
7.61
|
1.15 | Jun 02 2023 | 2.18 | -1.10 | 17.96 | 14.86 | 12.01 | 12.35 | 0.00 | 0.42 | 0.62 | 0.62 | -12.95 | -23.20 | -23.20 | -44.08 | 0.00 | 0.27 | 0.32 | 0.17 |
6.38
|
-17.06
|
15.70
|
15.71
|
0.36 | 2.25 | 2.38 | 1.89 | |
Six Ways from Sunday | 6 | 66.7 | 33.3 | 0 |
-3.72
|
5.68
|
5.64
|
7.60
|
1.28 | Jun 02 2023 | 1.98 | -3.00 | 18.96 | 14.37 | 11.37 | 10.87 | -0.20 | 0.40 | 0.50 | 0.70 | -13.13 | -19.67 | -19.67 | -39.14 | -0.28 | 0.29 | 0.29 | 0.19 |
1.01
|
-3.84
|
21.86
|
1.75
|
0.53 | 3.30 | 3.75 | 2.27 | |
Jane Bryant Quinn Portfolio | 5 | 70 | 30 | 0 |
-1.58
|
5.68
|
6.75
|
7.59
|
1.04 | Jun 02 2023 | 1.83 | -1.37 | 17.25 | 13.62 | 10.82 | 10.65 | -0.09 | 0.42 | 0.62 | 0.71 | -12.56 | -22.74 | -22.74 | -39.55 | -0.13 | 0.25 | 0.30 | 0.19 |
5.33
|
-17.43
|
16.85
|
12.52
|
0.49 | 2.33 | 2.50 | 2.13 | |
Golden Butterfly | 5 | 40 | 40 | 20 |
-1.61
|
4.68
|
5.50
|
7.52
|
0.66 | Jun 02 2023 | 1.29 | -1.57 | 13.13 | 9.60 | 7.90 | 7.52 | -0.12 | 0.49 | 0.70 | 1.00 | -9.99 | -17.79 | -17.79 | -17.79 | -0.16 | 0.26 | 0.31 | 0.42 |
3.71
|
-13.35
|
9.35
|
13.93
|
0.44 | 1.13 | 1.03 | 1.09 | |
Three Funds | 3 | 80 | 20 | 0 |
0.37
|
6.09
|
7.40
|
7.51
|
1.14 | Jun 02 2023 | 2.18 | -1.05 | 17.75 | 14.78 | 11.94 | 12.28 | 0.02 | 0.41 | 0.62 | 0.61 | -12.66 | -23.18 | -23.18 | -43.68 | 0.03 | 0.26 | 0.32 | 0.17 |
6.44
|
-17.06
|
14.95
|
15.39
|
0.42 | 1.89 | 2.15 | 2.02 | |
LifeStrategy Growth Fund | 4 | 80 | 20 | 0 |
0.38
|
5.92
|
7.29
|
7.45
|
1.15 | Jun 02 2023 | 2.19 | -1.05 | 17.73 | 14.72 | 11.91 | 12.31 | 0.02 | 0.40 | 0.61 | 0.61 | -12.69 | -23.11 | -23.11 | -44.18 | 0.03 | 0.26 | 0.32 | 0.17 |
6.44
|
-16.96
|
14.57
|
15.01
|
0.41 | 1.85 | 2.27 | 1.95 | |
Gone Fishin' Portfolio | 10 | 65 | 30 | 5 |
-2.89
|
3.81
|
5.43
|
7.44
|
1.35 | Jun 02 2023 | 2.31 | -1.86 | 17.04 | 13.67 | 10.99 | 12.00 | -0.17 | 0.28 | 0.49 | 0.62 | -12.94 | -21.98 | -21.98 | -43.02 | -0.22 | 0.17 | 0.25 | 0.17 |
3.08
|
-15.58
|
11.58
|
12.37
|
0.46 | 2.48 | 2.60 | 2.16 | |
Coffeehouse | 7 | 60 | 40 | 0 |
-4.25
|
3.89
|
5.68
|
7.42
|
1.37 | Jun 02 2023 | 1.98 | -2.05 | 15.55 | 12.37 | 9.79 | 9.53 | -0.27 | 0.31 | 0.58 | 0.78 | -11.39 | -19.65 | -19.65 | -33.93 | -0.37 | 0.20 | 0.29 | 0.22 |
1.41
|
-14.38
|
15.24
|
7.45
|
0.58 | 2.05 | 2.31 | 2.25 | |
Long Term Portfolio | 6 | 80 | 20 | 0 |
-1.13
|
4.92
|
6.38
|
7.38
|
1.62 | Jun 02 2023 | 2.50 | -1.61 | 16.57 | 14.37 | 11.60 | 12.34 | -0.07 | 0.34 | 0.55 | 0.60 | -11.94 | -20.52 | -20.52 | -45.92 | -0.09 | 0.24 | 0.31 | 0.16 |
4.07
|
-14.26
|
16.72
|
9.40
|
0.54 | 1.73 | 1.92 | 1.66 | |
Perfect Portfolio | 7 | 80 | 20 | 0 |
0.44
|
6.00
|
6.83
|
7.34
|
1.34 | Jun 02 2023 | 2.33 | -1.33 | 16.61 | 14.25 | 11.58 | 12.31 | 0.03 | 0.42 | 0.59 | 0.60 | -11.89 | -18.62 | -18.62 | -44.81 | 0.04 | 0.32 | 0.37 | 0.16 |
4.95
|
-11.28
|
16.52
|
10.46
|
0.60 | 1.87 | 1.92 | 1.69 | |
No Brainer Portfolio | 4 | 75 | 25 | 0 |
-1.20
|
4.76
|
6.68
|
7.30
|
1.68 | Jun 02 2023 | 2.60 | -1.18 | 15.83 | 14.06 | 11.36 | 11.63 | -0.08 | 0.34 | 0.59 | 0.63 | -11.16 | -19.76 | -19.76 | -40.40 | -0.11 | 0.24 | 0.34 | 0.18 |
3.63
|
-13.89
|
15.39
|
11.61
|
0.41 | 1.58 | 1.74 | 1.53 | |
Robo Advisor 50 | 10 | 49.9 | 50.1 | 0 |
-1.92
|
3.12
|
4.65
|
7.29
|
0.71 | Jun 02 2023 | 1.47 | -1.56 | 14.68 | 11.08 | 8.86 | 9.24 | -0.13 | 0.28 | 0.53 | 0.79 | -11.27 | -20.25 | -20.25 | -30.72 | -0.17 | 0.15 | 0.23 | 0.24 |
3.45
|
-14.79
|
7.95
|
9.50
|
0.48 | 2.29 | 2.80 | 2.06 | |
Sheltered Sam 60/40 | 12 | 58.2 | 40 | 1.8 |
-3.09
|
4.39
|
5.44
|
7.25
|
1.19 | Jun 02 2023 | 1.82 | -2.05 | 13.84 | 11.20 | 8.95 | 9.15 | -0.22 | 0.39 | 0.61 | 0.79 | -10.78 | -16.49 | -16.49 | -34.12 | -0.29 | 0.27 | 0.33 | 0.21 |
1.44
|
-10.58
|
14.69
|
7.21
|
0.43 | 2.45 | 2.23 | 1.68 | |
Pinwheel | 8 | 65 | 25 | 10 |
-2.34
|
4.35
|
5.19
|
7.25
|
1.19 | Jun 02 2023 | 1.96 | -1.97 | 15.32 | 12.10 | 9.79 | 10.41 | -0.15 | 0.36 | 0.53 | 0.70 | -11.83 | -19.49 | -19.49 | -36.89 | -0.20 | 0.22 | 0.27 | 0.20 |
3.18
|
-13.57
|
13.53
|
9.12
|
0.46 | 1.60 | 1.79 | 1.62 | |
Tilt Toward Value | 7 | 60 | 40 | 0 |
-2.61
|
4.47
|
5.80
|
7.25
|
0.99 | Jun 02 2023 | 1.65 | -1.51 | 15.26 | 11.87 | 9.42 | 9.29 | -0.17 | 0.38 | 0.62 | 0.78 | -11.21 | -20.45 | -20.45 | -34.63 | -0.23 | 0.22 | 0.28 | 0.21 |
3.54
|
-15.72
|
13.78
|
9.48
|
0.56 | 1.99 | 2.43 | 2.18 | |
Marc Faber Portfolio | 6 | 50 | 25 | 25 |
-2.69
|
5.41
|
4.97
|
7.20
|
0.48 | Jun 02 2023 | 1.08 | -1.89 | 15.10 | 11.30 | 9.47 | 9.54 | -0.18 | 0.48 | 0.52 | 0.76 | -12.06 | -19.93 | -19.93 | -28.82 | -0.22 | 0.27 | 0.25 | 0.25 |
3.83
|
-14.67
|
12.98
|
11.15
|
0.50 | 1.71 | 1.94 | 2.02 | |
All Weather Portfolio | 5 | 30 | 55 | 15 |
-4.90
|
3.99
|
4.61
|
7.19
|
0.00 | Jun 02 2023 | 0.69 | -1.74 | 13.74 | 9.33 | 7.67 | 7.21 | -0.36 | 0.43 | 0.60 | 1.00 | -11.24 | -20.19 | -20.19 | -20.19 | -0.44 | 0.20 | 0.23 | 0.36 |
4.33
|
-18.03
|
8.08
|
14.68
|
0.52 | 1.31 | 1.13 | 1.40 | |
Edge Select Moderate | 12 | 53 | 47 | 0 |
0.22
|
4.87
|
5.89
|
7.18
|
0.71 | Jun 02 2023 | 1.49 | -0.49 | 14.86 | 11.22 | 8.97 | 8.84 | 0.01 | 0.43 | 0.66 | 0.81 | -10.63 | -20.56 | -20.56 | -29.58 | 0.02 | 0.24 | 0.29 | 0.24 |
6.13
|
-16.06
|
9.66
|
13.88
|
0.61 | 1.86 | 1.77 | 1.93 | |
Five Fold | 5 | 60 | 40 | 0 |
-4.35
|
4.21
|
5.18
|
7.18
|
0.93 | Jun 02 2023 | 1.51 | -1.69 | 15.89 | 11.90 | 9.57 | 9.64 | -0.27 | 0.35 | 0.54 | 0.74 | -12.25 | -21.60 | -21.60 | -37.94 | -0.36 | 0.19 | 0.24 | 0.19 |
3.51
|
-17.44
|
15.57
|
8.59
|
0.45 | 2.79 | 3.25 | 2.00 | |
Gretchen Tai Portfolio | 9 | 70 | 30 | 0 |
-2.06
|
4.06
|
5.62
|
7.17
|
1.13 | Jun 02 2023 | 2.11 | -1.83 | 17.80 | 13.78 | 11.12 | 11.59 | -0.12 | 0.29 | 0.51 | 0.62 | -13.61 | -23.59 | -23.59 | -41.80 | -0.15 | 0.17 | 0.24 | 0.17 |
4.75
|
-17.30
|
12.15
|
12.24
|
0.49 | 2.43 | 2.69 | 2.16 | |
European Stocks | 1 | 100 | 0 | 0 |
4.26
|
4.15
|
5.05
|
7.11
|
1.18 | Jun 02 2023 | 2.37 | -5.12 | 25.84 | 20.17 | 16.88 | 17.86 | 0.16 | 0.21 | 0.30 | 0.40 | -20.96 | -30.98 | -30.98 | -59.77 | 0.20 | 0.13 | 0.16 | 0.12 |
9.02
|
-16.00
|
16.88
|
6.11
|
0.38 | 2.67 | 3.49 | 2.85 | |
Five Asset | 6 | 60 | 20 | 20 |
-8.62
|
5.13
|
4.94
|
7.10
|
1.26 | Jun 02 2023 | 2.16 | -2.74 | 15.76 | 13.51 | 10.79 | 11.23 | -0.55 | 0.38 | 0.46 | 0.63 | -14.33 | -19.30 | -19.30 | -44.75 | -0.60 | 0.27 | 0.26 | 0.16 |
0.84
|
-11.00
|
22.77
|
5.29
|
0.45 | 1.88 | 2.16 | 1.93 | |
Simple Money Portfolio | 7 | 60 | 40 | 0 |
-2.32
|
2.87
|
4.88
|
7.08
|
1.12 | Jun 02 2023 | 1.93 | -2.48 | 14.68 | 11.46 | 9.17 | 9.00 | -0.16 | 0.25 | 0.53 | 0.79 | -11.77 | -18.44 | -18.44 | -32.39 | -0.20 | 0.16 | 0.26 | 0.22 |
2.02
|
-11.48
|
10.46
|
6.87
|
0.34 | 1.76 | 1.99 | 1.57 | |
Sandwich Portfolio | 8 | 55 | 45 | 0 |
-2.07
|
3.52
|
5.00
|
7.08
|
0.83 | Jun 02 2023 | 1.57 | -1.33 | 13.33 | 10.16 | 8.15 | 8.23 | -0.16 | 0.35 | 0.61 | 0.86 | -10.15 | -19.10 | -19.10 | -28.96 | -0.20 | 0.18 | 0.26 | 0.24 |
3.40
|
-14.72
|
9.88
|
10.59
|
0.44 | 1.48 | 1.55 | 1.53 | |
Margaritaville | 3 | 67 | 33 | 0 |
-1.46
|
5.12
|
5.94
|
7.07
|
0.87 | Jun 02 2023 | 1.80 | -1.55 | 16.77 | 12.96 | 10.53 | 10.78 | -0.09 | 0.39 | 0.56 | 0.66 | -12.96 | -21.96 | -21.96 | -38.70 | -0.11 | 0.23 | 0.27 | 0.18 |
5.32
|
-16.10
|
13.33
|
14.40
|
0.25 | 3.25 | 3.04 | 1.73 | |
Nano Portfolio | 5 | 60 | 40 | 0 |
-3.70
|
4.41
|
5.15
|
7.04
|
0.87 | Jun 02 2023 | 1.46 | -2.08 | 16.38 | 12.07 | 9.67 | 9.55 | -0.23 | 0.37 | 0.53 | 0.74 | -12.62 | -22.12 | -22.12 | -36.66 | -0.29 | 0.20 | 0.23 | 0.19 |
3.73
|
-17.26
|
16.29
|
8.50
|
0.44 | 2.90 | 3.03 | 2.29 | |
Simple and Cheap | 5 | 60 | 40 | 0 |
-1.96
|
4.50
|
5.66
|
7.02
|
0.82 | Jun 02 2023 | 1.53 | -1.28 | 15.31 | 11.75 | 9.37 | 9.29 | -0.13 | 0.38 | 0.60 | 0.76 | -11.27 | -21.27 | -21.27 | -34.84 | -0.17 | 0.21 | 0.27 | 0.20 |
4.57
|
-16.81
|
12.62
|
10.84
|
0.54 | 2.00 | 2.43 | 2.19 | |
Global Market Portfolio | 8 | 45 | 55 | 0 |
-2.96
|
3.27
|
4.69
|
6.96
|
0.41 | Jun 02 2023 | 1.08 | -1.59 | 15.68 | 10.63 | 8.54 | 8.14 | -0.19 | 0.31 | 0.55 | 0.85 | -11.72 | -23.10 | -23.10 | -25.90 | -0.25 | 0.14 | 0.20 | 0.27 |
4.68
|
-19.25
|
7.49
|
12.06
|
0.67 | 2.08 | 2.43 | 2.07 | |
Ultimate Buy&Hold | 12 | 60 | 40 | 0 |
-3.56
|
2.64
|
4.46
|
6.95
|
1.16 | Jun 02 2023 | 1.90 | -2.49 | 14.33 | 11.24 | 9.04 | 9.20 | -0.25 | 0.24 | 0.49 | 0.76 | -11.59 | -18.44 | -18.44 | -34.23 | -0.31 | 0.14 | 0.24 | 0.20 |
1.68
|
-12.51
|
11.49
|
5.84
|
0.50 | 2.37 | 2.22 | 1.73 | |
Coward's Portfolio | 9 | 60 | 40 | 0 |
-2.13
|
4.09
|
5.45
|
6.94
|
1.32 | Jun 02 2023 | 1.98 | -1.53 | 12.91 | 10.98 | 8.83 | 9.02 | -0.16 | 0.37 | 0.62 | 0.77 | -9.63 | -15.87 | -15.87 | -32.68 | -0.22 | 0.26 | 0.34 | 0.21 |
1.89
|
-10.59
|
13.60
|
7.17
|
0.52 | 1.61 | 1.49 | 1.58 | |
LifeStrategy Moderate Growth | 4 | 60 | 40 | 0 |
-0.22
|
4.70
|
5.93
|
6.90
|
0.73 | Jun 02 2023 | 1.57 | -0.98 | 15.09 | 11.75 | 9.42 | 9.43 | -0.01 | 0.40 | 0.63 | 0.73 | -10.94 | -20.84 | -20.84 | -33.52 | -0.02 | 0.23 | 0.28 | 0.21 |
5.54
|
-15.97
|
10.43
|
12.96
|
0.48 | 1.88 | 2.33 | 1.99 | |
Dynamic 40/60 Income | 5 | 40 | 60 | 0 |
-2.03
|
2.88
|
4.02
|
6.88
|
0.63 | Jun 02 2023 | 1.23 | -0.94 | 12.21 | 9.80 | 7.53 | 8.02 | -0.17 | 0.29 | 0.53 | 0.86 | -8.23 | -17.33 | -17.33 | -29.84 | -0.25 | 0.17 | 0.23 | 0.23 |
3.06
|
-14.37
|
6.72
|
8.28
|
1.14 | 3.06 | 2.85 | 3.24 | |
Big Rocks Portfolio | 11 | 60 | 40 | 0 |
-2.94
|
3.40
|
5.07
|
6.87
|
1.40 | Jun 02 2023 | 2.05 | -1.97 | 12.98 | 11.18 | 8.97 | 9.06 | -0.23 | 0.30 | 0.57 | 0.76 | -9.94 | -15.71 | -15.71 | -33.80 | -0.30 | 0.22 | 0.32 | 0.20 |
1.08
|
-10.13
|
13.59
|
5.25
|
0.51 | 1.75 | 1.65 | 1.57 | |
One-Decision Portfolio | 5 | 50 | 50 | 0 |
-2.78
|
4.58
|
5.37
|
6.84
|
1.17 | Jun 02 2023 | 1.53 | -1.28 | 12.98 | 10.63 | 8.49 | 8.25 | -0.21 | 0.43 | 0.63 | 0.83 | -9.12 | -16.74 | -16.74 | -31.96 | -0.30 | 0.27 | 0.32 | 0.21 |
2.42
|
-13.18
|
16.51
|
5.32
|
1.01 | 1.90 | 1.66 | 1.86 | |
GAA Global Asset Allocation | 10 | 40.5 | 49.5 | 10 |
-3.63
|
3.72
|
4.45
|
6.84
|
0.40 | Jun 02 2023 | 1.15 | -1.78 | 15.03 | 10.39 | 8.31 | 7.93 | -0.24 | 0.36 | 0.54 | 0.86 | -12.22 | -20.65 | -20.65 | -24.91 | -0.30 | 0.18 | 0.22 | 0.27 |
4.25
|
-16.44
|
8.69
|
11.18
|
0.63 | 1.84 | 2.20 | 1.86 | |
Stocks/Bonds 40/60 | 2 | 40 | 60 | 0 |
-0.54
|
4.69
|
5.55
|
6.84
|
0.32 | Jun 02 2023 | 0.89 | -0.51 | 12.59 | 9.47 | 7.38 | 6.83 | -0.04 | 0.49 | 0.75 | 1.00 | -9.07 | -18.63 | -18.63 | -19.17 | -0.06 | 0.25 | 0.30 | 0.36 |
4.96
|
-15.67
|
9.15
|
13.04
|
0.61 | 1.87 | 1.84 | 2.20 | |
Dynamic 60/40 Income | 5 | 60 | 40 | 0 |
-4.63
|
3.97
|
4.90
|
6.83
|
1.15 | Jun 02 2023 | 1.61 | -1.48 | 14.03 | 11.28 | 8.82 | 9.22 | -0.33 | 0.35 | 0.56 | 0.74 | -9.50 | -18.21 | -18.21 | -41.44 | -0.49 | 0.22 | 0.27 | 0.16 |
2.34
|
-15.89
|
15.27
|
6.26
|
1.07 | 2.82 | 2.81 | 3.17 | |
Simplified Permanent Portfolio | 3 | 25 | 50 | 25 |
0.81
|
5.16
|
4.49
|
6.79
|
-0.35 | Jun 02 2023 | 0.23 | -0.94 | 12.08 | 8.17 | 7.06 | 6.79 | 0.07 | 0.63 | 0.64 | 1.00 | -8.74 | -16.43 | -16.43 | -16.43 | 0.09 | 0.31 | 0.27 | 0.41 |
5.70
|
-12.67
|
3.72
|
16.46
|
0.54 | 1.14 | 0.78 | 1.02 | |
Sheltered Sam 50/50 | 12 | 48.5 | 50 | 1.5 |
-2.97
|
3.94
|
4.74
|
6.77
|
0.93 | Jun 02 2023 | 1.48 | -1.86 | 12.29 | 9.57 | 7.64 | 7.75 | -0.24 | 0.41 | 0.62 | 0.87 | -9.78 | -15.17 | -15.17 | -28.23 | -0.30 | 0.26 | 0.31 | 0.24 |
1.45
|
-10.08
|
12.55
|
7.04
|
0.43 | 2.56 | 2.18 | 1.58 | |
Four Square | 4 | 50 | 50 | 0 |
-1.44
|
3.99
|
4.95
|
6.64
|
0.55 | Jun 02 2023 | 1.27 | -1.15 | 14.28 | 10.40 | 8.37 | 8.39 | -0.10 | 0.38 | 0.59 | 0.79 | -10.96 | -19.67 | -19.67 | -29.95 | -0.13 | 0.20 | 0.25 | 0.22 |
4.90
|
-15.24
|
9.33
|
11.91
|
0.33 | 2.78 | 3.18 | 1.59 | |
Ivy Portfolio | 5 | 60 | 20 | 20 |
-9.42
|
4.59
|
4.30
|
6.63
|
1.37 | Jun 02 2023 | 2.31 | -2.78 | 15.69 | 14.21 | 11.29 | 11.52 | -0.60 | 0.32 | 0.38 | 0.58 | -14.68 | -21.77 | -21.77 | -47.39 | -0.64 | 0.21 | 0.20 | 0.14 |
0.45
|
-10.08
|
22.27
|
2.25
|
0.46 | 1.79 | 2.07 | 2.02 | |
7Twelve Portfolio | 9 | 50 | 33.3 | 16.7 |
-7.68
|
3.63
|
3.71
|
6.60
|
1.26 | Jun 02 2023 | 2.15 | -2.34 | 13.08 | 11.76 | 9.40 | 9.74 | -0.59 | 0.31 | 0.39 | 0.68 | -12.12 | -17.90 | -17.90 | -37.96 | -0.63 | 0.20 | 0.21 | 0.17 |
-0.07
|
-7.91
|
16.41
|
3.64
|
0.42 | 1.32 | 1.33 | 1.34 | |
Ideal Index | 7 | 70 | 30 | 0 |
-2.80
|
3.70
|
5.25
|
6.58
|
1.47 | Jun 02 2023 | 2.29 | -2.17 | 14.79 | 12.53 | 10.12 | 10.60 | -0.19 | 0.30 | 0.52 | 0.62 | -11.38 | -18.25 | -18.25 | -40.11 | -0.25 | 0.20 | 0.29 | 0.16 |
1.79
|
-11.91
|
13.98
|
6.95
|
0.47 | 1.88 | 1.94 | 1.75 | |
High Yield Bonds Income | 4 | 0 | 100 | 0 |
-2.90
|
1.25
|
2.57
|
6.57
|
0.15 | Jun 02 2023 | 0.74 | -1.64 | 14.49 | 10.69 | 8.45 | 8.71 | -0.20 | 0.12 | 0.30 | 0.75 | -10.50 | -21.84 | -21.84 | -23.97 | -0.28 | 0.06 | 0.12 | 0.27 |
2.63
|
-16.88
|
0.88
|
7.08
|
1.64 | 4.25 | 3.76 | 4.38 | |
Edge Select Moderately Conservative | 12 | 37 | 63 | 0 |
-0.21
|
3.84
|
4.72
|
6.51
|
0.36 | Jun 02 2023 | 0.97 | -0.52 | 12.93 | 9.00 | 7.12 | 6.73 | -0.02 | 0.43 | 0.66 | 0.97 | -9.39 | -18.53 | -18.53 | -20.48 | -0.02 | 0.21 | 0.25 | 0.32 |
5.29
|
-14.91
|
6.44
|
11.65
|
0.68 | 1.88 | 1.84 | 1.95 | |
Rob Arnott Portfolio | 8 | 30 | 60 | 10 |
-6.31
|
3.30
|
3.64
|
6.50
|
0.37 | Jun 02 2023 | 0.94 | -2.06 | 13.55 | 9.20 | 7.38 | 7.11 | -0.47 | 0.36 | 0.49 | 0.91 | -11.69 | -17.86 | -17.86 | -24.27 | -0.54 | 0.19 | 0.20 | 0.27 |
2.31
|
-14.81
|
11.04
|
7.98
|
0.63 | 2.31 | 2.57 | 1.88 | |
Desert Portfolio | 3 | 30 | 60 | 10 |
0.60
|
4.60
|
4.55
|
6.48
|
-0.02 | Jun 02 2023 | 0.53 | -0.55 | 10.19 | 6.96 | 5.60 | 5.42 | 0.06 | 0.66 | 0.81 | 1.20 | -7.53 | -14.72 | -14.72 | -14.72 | 0.08 | 0.31 | 0.31 | 0.44 |
4.74
|
-11.64
|
5.76
|
12.96
|
0.44 | 1.14 | 0.88 | 1.23 | |
Permanent Portfolio | 4 | 25 | 50 | 25 |
1.19
|
5.03
|
4.66
|
6.41
|
-0.23 | Jun 02 2023 | 0.33 | -0.90 | 10.87 | 8.03 | 7.02 | 6.46 | 0.11 | 0.63 | 0.66 | 0.99 | -7.87 | -15.92 | -15.92 | -15.92 | 0.15 | 0.32 | 0.29 | 0.40 |
5.57
|
-12.53
|
4.21
|
16.10
|
0.66 | 1.13 | 0.73 | 0.94 | |
Lifepath Fund | 6 | 40.4 | 59.6 | 0 |
-1.54
|
3.71
|
4.61
|
6.36
|
0.37 | Jun 02 2023 | 1.01 | -1.13 | 12.94 | 9.25 | 7.29 | 6.89 | -0.12 | 0.40 | 0.63 | 0.92 | -9.72 | -18.92 | -18.92 | -21.23 | -0.16 | 0.20 | 0.24 | 0.30 |
4.22
|
-15.14
|
8.05
|
11.47
|
0.53 | 2.36 | 2.31 | 2.15 | |
Paul Boyer Portfolio | 5 | 25 | 50 | 25 |
-2.28
|
2.61
|
3.07
|
6.32
|
0.02 | Jun 02 2023 | 0.69 | -1.70 | 12.12 | 8.23 | 7.34 | 7.43 | -0.19 | 0.32 | 0.42 | 0.85 | -9.92 | -18.04 | -18.04 | -18.04 | -0.23 | 0.14 | 0.17 | 0.35 |
3.10
|
-13.57
|
0.51
|
15.04
|
0.41 | 1.15 | 0.90 | 1.04 | |
All Country World 80/20 | 4 | 80 | 20 | 0 |
0.29
|
5.56
|
6.85
|
6.32
|
1.16 | Jun 02 2023 | 2.23 | -1.11 | 18.12 | 14.99 | 12.15 | 12.69 | 0.02 | 0.37 | 0.56 | 0.50 | -13.02 | -23.52 | -23.52 | -47.32 | 0.02 | 0.24 | 0.29 | 0.13 |
6.47
|
-17.17
|
14.21
|
14.55
|
0.42 | 1.86 | 2.27 | 1.98 | |
Andrew Tobias Portfolio | 3 | 66.7 | 33.3 | 0 |
2.01
|
5.03
|
5.80
|
6.28
|
0.89 | Jun 02 2023 | 1.78 | -1.37 | 14.43 | 11.77 | 9.61 | 9.90 | 0.14 | 0.43 | 0.60 | 0.63 | -10.60 | -18.85 | -18.85 | -36.42 | 0.19 | 0.27 | 0.31 | 0.17 |
5.92
|
-12.58
|
12.14
|
10.55
|
0.36 | 1.61 | 1.80 | 1.64 | |
All Country World 60/40 | 4 | 60 | 40 | 0 |
-0.29
|
4.38
|
5.61
|
6.27
|
0.76 | Jun 02 2023 | 1.63 | -1.01 | 15.60 | 12.22 | 9.80 | 9.99 | -0.02 | 0.36 | 0.57 | 0.63 | -11.37 | -21.52 | -21.52 | -36.70 | -0.03 | 0.20 | 0.26 | 0.17 |
5.54
|
-16.34
|
10.14
|
12.48
|
0.50 | 1.94 | 2.41 | 2.05 | |
Sheltered Sam 40/60 | 12 | 38.8 | 60 | 1.2 |
-2.85
|
3.48
|
4.02
|
6.25
|
0.67 | Jun 02 2023 | 1.14 | -1.67 | 10.77 | 7.98 | 6.37 | 6.41 | -0.26 | 0.44 | 0.63 | 0.98 | -8.79 | -13.86 | -13.86 | -22.05 | -0.32 | 0.25 | 0.29 | 0.28 |
1.47
|
-9.58
|
10.41
|
6.86
|
0.44 | 2.67 | 2.12 | 1.48 | |
LifeStrategy Conservative Growth | 4 | 40 | 60 | 0 |
-0.83
|
3.42
|
4.51
|
6.22
|
0.32 | Jun 02 2023 | 0.95 | -0.91 | 12.61 | 9.00 | 7.12 | 6.79 | -0.07 | 0.38 | 0.63 | 0.92 | -9.22 | -18.57 | -18.57 | -21.90 | -0.09 | 0.18 | 0.24 | 0.28 |
4.63
|
-14.98
|
6.29
|
10.90
|
0.55 | 1.90 | 2.39 | 2.03 | |
All Country World Stocks | 1 | 100 | 0 | 0 |
0.86
|
6.70
|
8.04
|
6.21
|
1.56 | Jun 02 2023 | 2.83 | -1.21 | 20.75 | 17.90 | 14.61 | 15.57 | 0.04 | 0.37 | 0.55 | 0.40 | -14.69 | -25.52 | -25.52 | -57.06 | 0.06 | 0.26 | 0.32 | 0.11 |
7.40
|
-18.01
|
18.27
|
16.61
|
0.33 | 1.78 | 2.13 | 1.91 | |
Stocks/Bonds 20/80 Momentum | 2 | 20 | 80 | 0 |
-2.98
|
1.89
|
3.50
|
6.10
|
-0.22 | Jun 02 2023 | 0.19 | -1.86 | 9.14 | 6.99 | 5.51 | 4.82 | -0.33 | 0.27 | 0.64 | 1.27 | -7.03 | -17.91 | -17.91 | -17.91 | -0.42 | 0.11 | 0.20 | 0.34 |
0.61
|
-14.14
|
1.18
|
12.14
|
0.70 | 2.07 | 1.77 | 2.24 | |
All Country World 40/60 | 4 | 40 | 60 | 0 |
-0.88
|
3.14
|
4.31
|
6.07
|
0.36 | Jun 02 2023 | 1.03 | -0.91 | 13.21 | 9.63 | 7.63 | 7.54 | -0.07 | 0.33 | 0.57 | 0.81 | -9.75 | -19.52 | -19.52 | -25.16 | -0.09 | 0.16 | 0.22 | 0.24 |
4.61
|
-15.50
|
6.07
|
10.42
|
0.59 | 2.02 | 2.55 | 2.13 | |
Larry Portfolio | 4 | 30 | 70 | 0 |
-3.20
|
1.14
|
2.58
|
6.04
|
0.50 | Jun 02 2023 | 1.04 | -1.80 | 10.19 | 6.64 | 5.37 | 5.51 | -0.31 | 0.17 | 0.48 | 1.10 | -8.07 | -15.96 | -15.96 | -15.96 | -0.40 | 0.07 | 0.16 | 0.38 |
1.33
|
-11.20
|
3.41
|
6.44
|
0.50 | 1.50 | 1.20 | 1.29 | |
All Country World 20/80 | 4 | 20 | 80 | 0 |
-1.47
|
1.85
|
2.97
|
5.75
|
-0.04 | Jun 02 2023 | 0.43 | -0.81 | 10.98 | 7.40 | 5.80 | 5.54 | -0.13 | 0.25 | 0.51 | 1.04 | -8.19 | -17.97 | -17.97 | -17.97 | -0.18 | 0.10 | 0.17 | 0.32 |
3.68
|
-14.66
|
2.00
|
8.36
|
0.67 | 2.09 | 2.69 | 2.20 | |
Sheltered Sam 30/70 | 12 | 29.1 | 70 | 0.9 |
-2.72
|
2.99
|
3.28
|
5.71
|
0.41 | Jun 02 2023 | 0.80 | -1.48 | 9.32 | 6.47 | 5.16 | 5.18 | -0.29 | 0.46 | 0.64 | 1.10 | -7.81 | -12.55 | -12.55 | -16.58 | -0.35 | 0.24 | 0.26 | 0.34 |
1.48
|
-9.07
|
8.27
|
6.68
|
0.44 | 2.77 | 2.07 | 1.38 | |
Stocks/Bonds 20/80 | 2 | 20 | 80 | 0 |
-1.47
|
2.78
|
3.48
|
5.62
|
-0.12 | Jun 02 2023 | 0.30 | -0.83 | 10.41 | 7.00 | 5.42 | 4.76 | -0.14 | 0.40 | 0.64 | 1.18 | -7.95 | -16.57 | -16.57 | -16.57 | -0.18 | 0.17 | 0.21 | 0.34 |
3.69
|
-14.39
|
3.64
|
10.38
|
0.67 | 2.05 | 1.95 | 2.37 | |
Eliminate Fat Tails | 4 | 30 | 70 | 0 |
-3.05
|
1.85
|
2.63
|
5.59
|
0.71 | Jun 02 2023 | 1.19 | -1.08 | 9.01 | 6.90 | 5.70 | 6.36 | -0.34 | 0.27 | 0.46 | 0.88 | -7.30 | -12.62 | -12.62 | -18.42 | -0.42 | 0.15 | 0.21 | 0.30 |
1.09
|
-9.61
|
5.40
|
8.18
|
0.60 | 3.01 | 2.12 | 0.99 | |
Emerging Markets Stocks | 1 | 100 | 0 | 0 |
-8.29
|
-1.39
|
1.39
|
5.57
|
1.72 | Jun 02 2023 | 3.53 | -2.40 | 23.87 | 19.11 | 17.19 | 23.02 | -0.35 | -0.07 | 0.08 | 0.24 | -19.12 | -36.52 | -36.52 | -60.44 | -0.43 | -0.04 | 0.04 | 0.09 |
0.77
|
-20.56
|
-3.61
|
17.03
|
0.00 | 1.95 | 1.89 | 1.68 | |
Dimensional Retirement Income Fund | 7 | 20.4 | 79.6 | 0 |
-1.04
|
3.32
|
3.06
|
5.48
|
0.07 | Jun 02 2023 | 0.43 | -0.91 | 9.23 | 5.94 | 4.81 | 4.78 | -0.11 | 0.56 | 0.64 | 1.15 | -7.33 | -12.16 | -12.16 | -12.91 | -0.14 | 0.27 | 0.25 | 0.42 |
3.18
|
-9.39
|
7.04
|
8.69
|
0.43 | 4.29 | 3.41 | 1.56 | |
LifeStrategy Income Fund | 4 | 20 | 80 | 0 |
-1.45
|
2.09
|
3.03
|
5.42
|
-0.10 | Jun 02 2023 | 0.33 | -0.84 | 10.33 | 6.69 | 5.22 | 4.67 | -0.14 | 0.31 | 0.58 | 1.16 | -7.91 | -16.61 | -16.61 | -16.61 | -0.18 | 0.13 | 0.18 | 0.33 |
3.72
|
-14.00
|
2.15
|
8.85
|
0.62 | 1.93 | 2.45 | 2.08 | |
Gold | 1 | 0 | 0 | 100 |
6.53
|
8.17
|
3.13
|
5.37
|
-1.47 | Jun 02 2023 | -0.70 | -1.34 | 15.25 | 14.15 | 14.80 | 15.53 | 0.43 | 0.58 | 0.21 | 0.35 | -11.24 | -18.08 | -24.63 | -42.91 | 0.58 | 0.45 | 0.13 | 0.13 |
7.47
|
-0.77
|
-4.15
|
24.81
|
0.00 | 0.00 | 0.00 | 0.00 | |
Developed World ex-US 40/60 | 2 | 40 | 60 | 0 |
-0.31
|
1.71
|
3.29
|
5.32
|
0.36 | Jun 02 2023 | 1.05 | -1.47 | 13.39 | 8.92 | 7.19 | 7.41 | -0.02 | 0.19 | 0.46 | 0.72 | -10.47 | -19.57 | -19.57 | -26.17 | -0.03 | 0.09 | 0.17 | 0.20 |
4.95
|
-13.80
|
3.30
|
6.69
|
0.49 | 1.75 | 3.51 | 1.58 | |
Developed World ex-US 60/40 | 2 | 60 | 40 | 0 |
0.19
|
2.27
|
3.91
|
5.31
|
0.73 | Jun 02 2023 | 1.72 | -2.24 | 16.64 | 11.86 | 9.70 | 10.22 | 0.01 | 0.19 | 0.40 | 0.52 | -13.22 | -22.40 | -22.40 | -37.49 | 0.01 | 0.10 | 0.17 | 0.14 |
5.55
|
-14.32
|
6.09
|
7.71
|
0.45 | 1.98 | 3.50 | 1.79 | |
All Country World Bonds | 3 | 0 | 100 | 0 |
-2.08
|
0.51
|
1.57
|
5.31
|
-0.44 | Jun 02 2023 | -0.17 | -0.71 | 8.97 | 5.90 | 4.70 | 4.54 | -0.23 | 0.09 | 0.33 | 1.17 | -7.39 | -17.60 | -17.60 | -17.60 | -0.28 | 0.03 | 0.09 | 0.30 |
2.75
|
-13.82
|
-2.06
|
6.30
|
0.76 | 2.17 | 2.83 | 2.27 | |
US Inflation Protection | 1 | 0 | 100 | 0 |
-5.71
|
2.20
|
1.42
|
5.21
|
-0.49 | Jun 02 2023 | -0.33 | -1.71 | 10.43 | 6.16 | 5.27 | 6.08 | -0.55 | 0.36 | 0.27 | 0.86 | -10.13 | -14.74 | -14.74 | -14.74 | -0.56 | 0.15 | 0.10 | 0.35 |
1.86
|
-13.10
|
5.67
|
10.84
|
0.12 | 5.89 | 4.41 | 1.29 | |
Developed World ex-US 20/80 | 2 | 20 | 80 | 0 |
-0.81
|
1.10
|
2.61
|
5.19
|
-0.01 | Jun 02 2023 | 0.39 | -0.67 | 10.43 | 6.45 | 5.10 | 5.23 | -0.08 | 0.17 | 0.51 | 0.99 | -8.02 | -16.80 | -16.80 | -16.80 | -0.10 | 0.07 | 0.16 | 0.31 |
4.36
|
-13.28
|
0.51
|
5.67
|
0.52 | 1.53 | 3.53 | 1.37 | |
Edge Select Conservative | 12 | 21 | 79 | 0 |
-0.08
|
2.58
|
3.14
|
5.17
|
0.16 | Jun 02 2023 | 0.55 | -0.62 | 8.57 | 5.65 | 4.45 | 4.18 | -0.01 | 0.46 | 0.71 | 1.24 | -6.36 | -12.44 | -12.44 | -12.44 | -0.01 | 0.21 | 0.25 | 0.42 |
3.13
|
-9.59
|
3.46
|
6.74
|
0.87 | 1.77 | 1.51 | 1.56 | |
Developed World ex-US 80/20 | 2 | 80 | 20 | 0 |
0.69
|
2.77
|
4.45
|
5.17
|
1.11 | Jun 02 2023 | 2.38 | -3.00 | 20.09 | 15.04 | 12.41 | 13.31 | 0.03 | 0.18 | 0.36 | 0.39 | -16.01 | -25.24 | -25.24 | -47.74 | 0.04 | 0.11 | 0.18 | 0.11 |
6.14
|
-14.84
|
8.88
|
8.72
|
0.42 | 2.20 | 3.48 | 2.00 | |
Sheltered Sam 20/80 | 12 | 19.4 | 80 | 0.6 |
-2.60
|
2.50
|
2.54
|
5.15
|
0.15 | Jun 02 2023 | 0.47 | -1.29 | 7.94 | 5.07 | 4.05 | 4.12 | -0.33 | 0.49 | 0.63 | 1.25 | -6.83 | -11.24 | -11.24 | -11.24 | -0.38 | 0.22 | 0.23 | 0.46 |
1.49
|
-8.57
|
6.12
|
6.51
|
0.44 | 2.88 | 2.02 | 1.29 | |
Robo Advisor 20 | 12 | 19.9 | 80.1 | 0 |
-0.95
|
1.88
|
2.42
|
5.10
|
0.10 | Jun 02 2023 | 0.51 | -0.90 | 7.57 | 5.07 | 4.03 | 4.14 | -0.13 | 0.37 | 0.60 | 1.23 | -6.09 | -12.16 | -12.16 | -12.16 | -0.16 | 0.15 | 0.20 | 0.42 |
2.30
|
-9.10
|
2.61
|
6.01
|
0.60 | 1.78 | 1.60 | 1.58 | |
Total Bond Developed World ex-US | 1 | 0 | 100 | 0 |
-1.31
|
0.44
|
1.86
|
4.93
|
-0.39 | Jun 02 2023 | -0.28 | 0.14 | 7.92 | 5.01 | 4.06 | 4.56 | -0.17 | 0.09 | 0.46 | 1.08 | -6.40 | -14.88 | -14.88 | -14.88 | -0.21 | 0.03 | 0.12 | 0.33 |
3.77
|
-12.76
|
-2.28
|
4.65
|
0.56 | 1.31 | 3.55 | 1.16 | |
10-year Treasury | 1 | 0 | 100 | 0 |
-2.93
|
0.77
|
1.06
|
4.89
|
-0.80 | Jun 02 2023 | -0.52 | -1.44 | 10.20 | 7.14 | 6.24 | 6.77 | -0.29 | 0.11 | 0.17 | 0.72 | -9.77 | -21.22 | -21.22 | -21.22 | -0.30 | 0.04 | 0.05 | 0.23 |
3.26
|
-15.19
|
-3.33
|
10.01
|
0.88 | 1.61 | 0.80 | 1.18 | |
Developed World ex-US Stocks | 1 | 100 | 0 | 0 |
1.18
|
3.21
|
4.92
|
4.86
|
1.48 | Jun 02 2023 | 3.05 | -3.73 | 23.72 | 18.40 | 15.26 | 16.60 | 0.05 | 0.17 | 0.32 | 0.29 | -18.83 | -28.08 | -28.08 | -57.00 | 0.06 | 0.11 | 0.18 | 0.09 |
6.73
|
-15.36
|
11.67
|
9.74
|
0.38 | 2.42 | 3.46 | 2.21 | |
Sheltered Sam 10/90 | 12 | 9.7 | 90 | 0.3 |
-2.48
|
1.99
|
1.78
|
4.56
|
-0.11 | Jun 02 2023 | 0.13 | -1.11 | 6.66 | 3.91 | 3.16 | 3.39 | -0.37 | 0.51 | 0.56 | 1.34 | -5.92 | -9.93 | -9.93 | -9.93 | -0.42 | 0.20 | 0.18 | 0.46 |
1.51
|
-8.07
|
3.98
|
6.33
|
0.44 | 2.99 | 1.97 | 1.19 | |
Conservative Income | 6 | 5 | 95 | 0 |
-2.07
|
1.60
|
1.67
|
4.38
|
-0.17 | Jun 02 2023 | 0.03 | -0.96 | 7.28 | 4.57 | 3.74 | 3.57 | -0.28 | 0.35 | 0.45 | 1.23 | -6.09 | -11.50 | -11.50 | -11.50 | -0.34 | 0.14 | 0.14 | 0.38 |
1.98
|
-9.97
|
2.43
|
5.45
|
0.86 | 2.82 | 2.26 | 1.91 | |
Total Bond US | 1 | 0 | 100 | 0 |
-2.40
|
0.80
|
1.34
|
4.28
|
-0.56 | Jun 02 2023 | -0.29 | -1.16 | 8.78 | 5.67 | 4.55 | 4.11 | -0.27 | 0.14 | 0.30 | 1.04 | -7.94 | -17.28 | -17.28 | -17.28 | -0.30 | 0.05 | 0.08 | 0.25 |
2.41
|
-13.11
|
-1.86
|
7.71
|
0.74 | 2.23 | 2.06 | 2.53 | |
Robo Advisor 10 | 12 | 9.9 | 90.1 | 0 |
-0.55
|
1.44
|
1.59
|
4.13
|
-0.10 | Jun 02 2023 | 0.18 | -0.64 | 5.10 | 3.10 | 2.43 | 2.54 | -0.11 | 0.46 | 0.65 | 1.62 | -4.17 | -8.91 | -8.91 | -8.91 | -0.13 | 0.16 | 0.18 | 0.46 |
1.86
|
-6.66
|
0.88
|
4.71
|
0.63 | 1.52 | 1.05 | 1.36 | |
Sheltered Sam 0/100 | 2 | 0 | 100 | 0 |
-2.36
|
1.46
|
1.00
|
3.94
|
-0.37 | Jun 02 2023 | -0.21 | -0.91 | 5.53 | 3.22 | 2.69 | 3.22 | -0.43 | 0.45 | 0.37 | 1.22 | -5.20 | -8.61 | -8.61 | -8.61 | -0.45 | 0.17 | 0.12 | 0.46 |
1.52
|
-7.57
|
1.84
|
6.16
|
0.44 | 3.10 | 1.92 | 1.09 | |
Robo Advisor 0 | 2 | 0 | 100 | 0 |
-0.20
|
0.96
|
0.74
|
3.14
|
-0.30 | Jun 02 2023 | -0.14 | -0.40 | 2.99 | 1.93 | 1.49 | 1.82 | -0.07 | 0.50 | 0.50 | 1.72 | -2.49 | -5.86 | -5.86 | -5.86 | -0.08 | 0.16 | 0.13 | 0.54 |
1.40
|
-4.20
|
-0.79
|
3.37
|
0.67 | 1.27 | 0.49 | 1.14 | |
Short Term Treasury | 1 | 0 | 100 | 0 |
-0.24
|
0.88
|
0.65
|
3.03
|
-0.28 | Jun 02 2023 | -0.13 | -0.38 | 2.76 | 1.81 | 1.39 | 1.81 | -0.09 | 0.49 | 0.47 | 1.68 | -2.30 | -5.36 | -5.36 | -5.36 | -0.10 | 0.16 | 0.12 | 0.56 |
1.29
|
-3.88
|
-0.72
|
3.03
|
0.66 | 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 Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.79%
, 5Y: 3.81%
, 10Y: 2.68%
, 30Y: 2.51%
Portfolio returns are updated to 31 May 2023.
Portfolio returns are updated to 31 May 2023.
Live Jun 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 31 May 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 May 2023.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 May 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 May 2023.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
2023: 2.21%, 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 (%) - May 31, 2023 |
Chg (%) |
Return (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
YTD(%) |
Yearly Returns (%) |
|||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | #ETF | Stocks | Bonds | Comm | 1Y | 3Y | 5Y ▾ | Daily | Time(ET) | Jun 2023 | May 2023 | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 2023 | 2022 | 2021 | 2020 | 2023 | 2022 | 2021 | 2020 | |
Cape US Sector Value | 1 | 100 | 0 | 0 |
-1.50
|
14.10
|
11.44
|
2.13 | Jun 02 2023 | 3.24 | -1.03 | 24.61 | 18.51 | 19.20 | -0.06 | 0.76 | 0.60 | -13.88 | -20.07 | -21.00 | -0.11 | 0.70 | 0.54 |
7.43
|
-15.62
|
27.80
|
19.47
|
0.27 | 0.44 | 0.00 | 0.00 | |
US Stocks ESG | 1 | 100 | 0 | 0 |
3.48
|
11.56
|
9.37
|
1.50 | Jun 02 2023 | 2.51 | 1.75 | 21.34 | 18.53 | 19.16 | 0.16 | 0.62 | 0.49 | -13.26 | -27.79 | -27.79 | 0.26 | 0.42 | 0.34 |
12.27
|
-24.04
|
26.20
|
25.67
|
0.29 | 1.07 | 0.85 | 1.38 | |
Stocks/Bonds 60/40 2x Leveraged | 2 | 60 | 40 | 0 |
-6.49
|
5.74
|
8.76
|
1.12 | Jun 02 2023 | 2.38 | -1.04 | 30.69 | 24.44 | 22.95 | -0.21 | 0.23 | 0.38 | -21.95 | -39.53 | -39.53 | -0.30 | 0.15 | 0.22 |
11.10
|
-35.46
|
33.12
|
20.45
|
0.17 | 0.31 | 0.18 | 0.40 | |
US Stocks Equal Weight | 1 | 100 | 0 | 0 |
-4.47
|
13.35
|
8.61
|
2.18 | Jun 02 2023 | 2.95 | -3.81 | 22.36 | 18.16 | 20.33 | -0.20 | 0.74 | 0.42 | -13.70 | -20.69 | -26.65 | -0.33 | 0.65 | 0.32 |
-0.67
|
-11.62
|
29.41
|
12.71
|
0.49 | 1.59 | 1.64 | 1.83 | |
Stocks/Bonds 60/40 with Bitcoin | 3 | 59 | 39 | 2 |
0.75
|
7.56
|
7.87
|
0.78 | 09:57PM, Jun 02 2023 | 1.49 | -0.43 | 15.74 | 13.30 | 13.12 | 0.05 | 0.57 | 0.60 | -10.31 | -21.45 | -21.45 | 0.07 | 0.35 | 0.37 |
7.40
|
-17.90
|
15.60
|
21.52
|
0.53 | 1.65 | 1.69 | 2.00 | |
Permanent Portfolio with Bitcoin | 5 | 25 | 50 | 25 |
1.49
|
3.05
|
6.36
|
-0.17 | 09:57PM, Jun 02 2023 | 0.37 | -1.12 | 11.47 | 9.71 | 8.74 | 0.13 | 0.31 | 0.73 | -8.29 | -16.88 | -16.88 | 0.18 | 0.18 | 0.38 |
6.69
|
-13.79
|
5.47
|
21.71
|
0.66 | 1.13 | 0.73 | 0.94 | |
Stocks/Bonds 60/40 ESG | 2 | 60 | 40 | 0 |
1.34
|
5.47
|
6.25
|
0.71 | Jun 02 2023 | 1.44 | 0.62 | 15.28 | 12.77 | 12.33 | 0.09 | 0.43 | 0.51 | -10.64 | -22.44 | -22.44 | 0.13 | 0.24 | 0.28 |
8.32
|
-19.58
|
14.84
|
18.27
|
0.55 | 1.62 | 1.30 | 1.76 | |
Simplified Permanent Portfolio 2x Leveraged | 3 | 25 | 50 | 25 |
-4.71
|
-1.60
|
6.22
|
-0.82 | Jun 02 2023 | 0.17 | -2.38 | 23.91 | 18.27 | 15.96 | -0.20 | -0.09 | 0.39 | -18.48 | -31.96 | -31.96 | -0.25 | -0.05 | 0.19 |
8.57
|
-26.74
|
8.10
|
24.56
|
0.22 | 0.24 | 0.14 | 0.38 | |
Stocks/Bonds 40/60 with Bitcoin | 3 | 39 | 59 | 2 |
-0.14
|
4.38
|
6.07
|
0.34 | 09:57PM, Jun 02 2023 | 0.89 | -0.75 | 13.18 | 10.82 | 10.22 | -0.01 | 0.41 | 0.59 | -9.15 | -19.39 | -19.39 | -0.02 | 0.23 | 0.31 |
6.12
|
-16.62
|
10.09
|
18.86
|
0.60 | 1.83 | 1.80 | 2.16 | |
Golden Butterfly with Bitcoin | 6 | 40 | 40 | 20 |
-1.32
|
5.26
|
5.99
|
0.71 | 09:57PM, Jun 02 2023 | 1.33 | -1.78 | 13.82 | 11.12 | 10.45 | -0.10 | 0.47 | 0.57 | -10.43 | -18.74 | -18.74 | -0.13 | 0.28 | 0.32 |
4.83
|
-14.60
|
10.61
|
19.54
|
0.44 | 1.13 | 1.03 | 1.09 | |
Desert Portfolio with Bitcoin | 4 | 30 | 60 | 10 |
0.91
|
3.96
|
5.95
|
0.03 | 09:57PM, Jun 02 2023 | 0.57 | -0.77 | 10.86 | 8.72 | 7.84 | 0.08 | 0.45 | 0.76 | -7.72 | -15.73 | -15.73 | 0.12 | 0.25 | 0.38 |
5.86
|
-12.90
|
7.03
|
18.57
|
0.44 | 1.14 | 0.88 | 1.23 | |
All Weather Portfolio 2x Leveraged | 5 | 37.5 | 55 | 7.5 |
-10.38
|
-1.09
|
5.88
|
-0.02 | Jun 02 2023 | 1.13 | -4.51 | 31.95 | 23.12 | 20.04 | -0.32 | -0.05 | 0.29 | -23.81 | -36.33 | -36.33 | -0.44 | -0.03 | 0.16 |
6.37
|
-29.60
|
19.72
|
19.68
|
0.29 | 0.42 | 0.32 | 0.37 | |
Stocks/Bonds 40/60 2x Leveraged | 2 | 40 | 60 | 0 |
-7.92
|
-0.77
|
5.78
|
0.21 | Jun 02 2023 | 1.16 | -1.74 | 26.22 | 19.89 | 17.41 | -0.30 | -0.04 | 0.33 | -20.35 | -36.46 | -36.46 | -0.39 | -0.02 | 0.16 |
8.56
|
-33.70
|
19.46
|
19.91
|
0.26 | 0.32 | 0.18 | 0.47 | |
Talmud Portfolio 2x Leveraged | 3 | 66.7 | 33.3 | 0 |
-16.98
|
3.04
|
5.39
|
1.90 | Jun 02 2023 | 2.60 | -3.91 | 33.25 | 26.66 | 25.25 | -0.51 | 0.11 | 0.21 | -25.07 | -42.70 | -42.70 | -0.68 | 0.07 | 0.13 |
3.60
|
-39.60
|
46.68
|
4.10
|
0.14 | 0.42 | 0.24 | 0.51 | |
Desert Portfolio 2x Leveraged | 3 | 30 | 60 | 10 |
-6.89
|
-2.34
|
5.35
|
-0.39 | Jun 02 2023 | 0.52 | -2.14 | 24.24 | 18.04 | 15.58 | -0.28 | -0.13 | 0.34 | -19.00 | -34.04 | -34.04 | -0.36 | -0.07 | 0.16 |
8.05
|
-30.56
|
12.18
|
21.66
|
0.26 | 0.29 | 0.17 | 0.45 | |
All Weather Portfolio with Bitcoin | 6 | 30 | 55 | 15 |
-4.31
|
1.51
|
5.31
|
0.02 | 09:57PM, Jun 02 2023 | 0.69 | -1.90 | 14.45 | 11.49 | 10.10 | -0.30 | 0.13 | 0.53 | -11.57 | -21.57 | -21.57 | -0.37 | 0.07 | 0.25 |
5.64
|
-19.54
|
8.91
|
20.78
|
0.52 | 1.31 | 1.13 | 1.40 | |
Golden Butterfly 2x Leveraged | 4 | 40 | 40 | 20 |
-8.38
|
1.37
|
4.66
|
0.99 | Jun 02 2023 | 2.14 | -2.68 | 25.74 | 19.58 | 18.31 | -0.33 | 0.07 | 0.25 | -20.11 | -34.50 | -34.50 | -0.42 | 0.04 | 0.13 |
5.24
|
-28.62
|
16.84
|
19.29
|
0.17 | 0.25 | 0.11 | 0.31 | |
Ark Tech Portfolio | 4 | 100 | 0 | 0 |
-5.69
|
-6.47
|
4.54
|
1.69 | Jun 02 2023 | 3.61 | 10.23 | 36.65 | 37.29 | 35.95 | -0.16 | -0.17 | 0.13 | -27.12 | -69.47 | -69.47 | -0.21 | -0.09 | 0.07 |
24.98
|
-58.78
|
-18.06
|
149.52
|
0.00 | 0.00 | 1.03 | 2.88 | |
Stocks/Bonds 40/60 ESG | 2 | 40 | 60 | 0 |
0.19
|
2.34
|
4.50
|
0.32 | Jun 02 2023 | 0.91 | 0.04 | 12.66 | 10.12 | 9.27 | 0.01 | 0.23 | 0.49 | -9.41 | -19.76 | -19.76 | 0.02 | 0.12 | 0.23 |
6.34
|
-17.35
|
9.16
|
14.57
|
0.67 | 1.89 | 1.53 | 1.96 | |
Developed World ex-US Stocks Momentum | 1 | 100 | 0 | 0 |
-1.51
|
4.93
|
3.53
|
1.27 | Jun 02 2023 | 2.79 | -4.70 | 20.25 | 16.45 | 16.20 | -0.07 | 0.30 | 0.22 | -17.92 | -28.57 | -28.57 | -0.08 | 0.17 | 0.12 |
3.37
|
-16.80
|
6.60
|
22.16
|
0.00 | 2.19 | 5.51 | 1.17 | |
Developed World ex-US 60/40 Momentum | 2 | 60 | 40 | 0 |
-1.43
|
1.74
|
2.50
|
0.61 | Jun 02 2023 | 1.56 | -2.81 | 14.38 | 11.20 | 10.73 | -0.10 | 0.16 | 0.23 | -12.62 | -22.23 | -22.23 | -0.11 | 0.08 | 0.11 |
3.53
|
-15.18
|
3.05
|
15.15
|
0.22 | 1.84 | 4.73 | 1.17 | |
Developed World ex-US 40/60 Momentum | 2 | 40 | 60 | 0 |
-1.39
|
0.13
|
1.88
|
0.27 | Jun 02 2023 | 0.95 | -1.85 | 11.82 | 8.81 | 8.26 | -0.12 | 0.01 | 0.23 | -10.04 | -19.40 | -19.40 | -0.14 | 0.01 | 0.10 |
3.61
|
-14.37
|
1.27
|
11.65
|
0.34 | 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