Build the Best Lazy Portfolio

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 March 2024
Live Update at Apr 17 2024, 09:58PM Eastern Time
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Mar 2024. Current inflation (annualized) is 1Y: 3.48% , 5Y: 4.19% , 10Y: 2.84% , 30Y: 2.54%
Portfolio returns are updated to 31 March 2024.
Live Apr 2024 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
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 March 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 March 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Mar 2024. 2024: 1.13%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
Swipe left to see all data
% Allocation
Ann. Return (%) - Mar 31, 2024
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
Ulcer Index
YTD(%)
Yearly Returns (%)
Portfolio Author #ETF Stocks Bonds Comm 1Y 5Y 10Y 30Y Daily Time(ET) Apr 2024 Mar 2024 1Y 5Y 10Y 30Y 1Y 5Y 10Y 30Y 5Y 10Y 30Y 5Y 10Y 30Y 5Y 10Y 30Y 2024 2023 2022 2021 2024 2023 2022 2021
Technology 1 100 0 0
39.27
20.61
18.58
14.30
-1.22 Apr 17 2024 -4.09 1.27 15.17 21.67 18.31 23.97 2.59 0.95 1.01 0.60 -32.58 -32.58 -81.08 0.63 0.57 0.18 12.56 9.40 39.57
8.56
54.85
-32.58
27.42
0.14 0.95 0.54 0.54
US Stocks Momentum 1 100 0 0
36.11
12.19
13.40
12.95
-1.35 Apr 17 2024 -4.34 2.91 16.26 18.91 15.66 15.35 2.22 0.64 0.86 0.84 -30.16 -30.16 -53.85 0.40 0.44 0.24 14.40 10.56 16.18
19.52
9.16
-18.26
13.37
0.10 1.46 1.45 0.62
US Stocks Quality 1 100 0 0
34.18
14.88
13.13
12.01
-0.70 Apr 17 2024 -4.34 2.77 12.70 18.91 15.43 15.06 2.69 0.79 0.85 0.80 -27.78 -27.78 -46.25 0.54 0.47 0.26 9.55 7.15 13.77
11.95
30.89
-20.49
26.93
0.25 1.59 1.25 1.51
Stocks/Bonds 80/20 Momentum 2 80 20 0
28.68
9.90
11.09
11.56
-0.99 Apr 17 2024 -3.89 2.55 13.81 15.69 12.93 12.39 2.08 0.63 0.86 0.93 -27.23 -27.23 -43.61 0.36 0.41 0.27 12.97 9.45 11.96
15.48
8.41
-17.23
10.32
0.19 1.81 1.61 0.91
US Stocks 1 100 0 0
28.85
14.15
12.23
10.49
-0.59 Apr 17 2024 -4.70 2.90 13.76 18.70 15.50 15.52 2.10 0.76 0.79 0.68 -24.81 -24.81 -50.84 0.57 0.49 0.21 9.13 6.94 14.30
9.56
26.05
-19.51
25.67
0.00 1.80 1.33 1.51
US Stocks Value 1 100 0 0
24.99
13.06
10.43
10.28
-0.13 Apr 17 2024 -5.58 4.69 14.56 18.72 15.52 15.35 1.72 0.70 0.67 0.67 -26.06 -26.06 -55.41 0.50 0.40 0.19 7.18 5.82 13.14
7.77
21.75
-5.39
25.21
0.52 2.11 2.07 2.32
Warren Buffett Portfolio Warren Buffett 2 90 10 0
27.09
13.53
11.64
10.09
-0.46 Apr 17 2024 -3.79 2.41 11.99 16.55 13.69 13.63 2.26 0.82 0.85 0.74 -23.08 -23.08 -45.52 0.59 0.50 0.22 8.34 6.29 12.59
8.94
24.87
-18.29
24.59
0.06 1.91 1.31 1.38
US Stocks Minimum Volatility 1 100 0 0
17.12
9.24
10.87
10.04
0.00 Apr 17 2024 -4.38 3.14 9.43 14.60 12.08 13.68 1.82 0.63 0.90 0.73 -19.06 -19.06 -43.27 0.48 0.57 0.23 6.58 4.91 10.61
7.58
10.34
-9.42
20.84
0.46 1.98 1.45 1.52
Stocks/Bonds 60/40 Momentum 2 60 40 0
21.53
7.57
8.75
9.98
-0.62 Apr 17 2024 -3.45 2.17 11.48 12.62 10.30 9.57 1.88 0.60 0.85 1.04 -24.21 -24.21 -32.52 0.31 0.36 0.31 11.53 8.34 8.22
11.43
7.66
-16.20
7.27
0.28 2.16 1.76 1.20
Stocks/Bonds 80/20 2 80 20 0
23.26
11.49
10.16
9.53
-0.37 Apr 17 2024 -4.18 2.51 12.17 15.57 12.77 12.48 1.91 0.74 0.80 0.76 -22.75 -22.75 -41.09 0.50 0.45 0.23 8.44 6.31 10.39
7.51
21.92
-18.23
20.16
0.11 2.08 1.51 1.62
Dedalo Three Dedalo Invest 2 100 0 0
27.01
13.20
11.20
9.39
-0.52 Apr 17 2024 -4.62 2.98 13.68 18.38 15.23 15.40 1.97 0.72 0.74 0.61 -25.03 -25.03 -52.73 0.53 0.45 0.18 9.11 7.00 15.17
9.04
24.84
-19.06
23.45
0.12 2.01 1.47 1.70
Sheltered Sam 100/0 Bill Bernstein 10 97 0 3
17.73
9.69
8.58
9.33
-0.33 Apr 17 2024 -5.29 3.64 14.71 18.11 14.86 15.28 1.21 0.53 0.58 0.61 -25.40 -25.40 -54.91 0.38 0.34 0.17 8.30 6.46 11.40
5.42
15.58
-12.59
23.26
0.28 2.62 2.02 2.43
Simple Path to Wealth JL Collins 2 75 25 0
21.87
10.81
9.64
9.27
-0.32 Apr 17 2024 -4.05 2.42 11.77 14.81 12.10 11.74 1.86 0.73 0.80 0.79 -22.24 -22.24 -38.53 0.49 0.43 0.24 8.29 6.17 9.47
7.00
20.89
-17.91
18.79
0.14 2.15 1.56 1.65
Robust Alpha Architect 8 70 20 10
16.96
7.65
6.95
9.14
-0.60 Apr 17 2024 -3.97 2.71 11.36 13.78 11.26 11.08 1.49 0.55 0.62 0.83 -19.09 -19.09 -44.20 0.40 0.36 0.21 7.23 5.57 8.38
7.73
8.53
-10.29
17.40
0.20 2.35 1.83 1.61
Shield Strategy Aim Ways 6 42 38 20
16.94
9.97
8.32
8.96
-0.29 Apr 17 2024 -1.35 3.17 8.88 11.15 8.94 8.83 1.91 0.89 0.93 1.01 -19.36 -19.36 -19.36 0.51 0.43 0.46 6.57 4.84 5.59
5.16
20.08
-15.12
9.82
0.35 1.94 1.22 1.09
Sheltered Sam 90/10 Bill Bernstein 12 87.3 10 2.7
16.07
8.90
7.90
8.92
-0.28 Apr 17 2024 -4.84 3.33 13.46 16.35 13.41 13.71 1.19 0.54 0.59 0.65 -22.65 -22.65 -50.12 0.39 0.35 0.18 7.65 5.94 9.88
4.89
14.39
-12.09
21.12
0.29 2.65 2.12 2.38
Aggressive Global Income 4 80 20 0
12.89
5.97
5.53
8.89
-0.06 Apr 17 2024 -4.73 3.39 11.92 15.35 12.77 14.40 1.08 0.39 0.43 0.62 -23.84 -23.84 -52.63 0.25 0.23 0.17 7.47 6.26 10.89
3.17
11.91
-8.43
17.07
0.57 4.22 3.49 3.67
Dedalo Four Dedalo Invest 3 80 20 0
22.49
10.68
9.45
8.71
-0.39 Apr 17 2024 -3.90 2.63 11.76 15.26 12.52 12.39 1.91 0.70 0.76 0.70 -22.61 -22.61 -43.94 0.47 0.42 0.20 8.29 6.24 10.93
7.21
21.59
-17.79
18.23
0.17 2.55 1.44 2.07
Edge Select Aggressive Merrill Lynch 12 84 16 0
20.37
10.10
8.69
8.63
-0.29 Apr 17 2024 -3.91 2.65 12.33 15.45 12.86 13.23 1.65 0.65 0.68 0.65 -23.81 -23.81 -45.65 0.42 0.37 0.19 8.50 6.57 11.10
6.27
21.48
-17.87
15.74
0.37 2.48 1.69 1.85
Mid-Fifties Burton Malkiel 8 80 20 0
15.50
7.55
7.16
8.58
-0.20 Apr 17 2024 -4.52 2.37 12.62 15.08 12.40 12.94 1.23 0.50 0.58 0.66 -24.05 -24.05 -46.21 0.31 0.30 0.19 9.16 6.93 8.88
4.47
15.87
-17.33
15.75
0.16 3.12 2.08 2.30
Robo Advisor 100 Betterment 6 100 0 0
19.20
9.66
8.17
8.52
-0.24 Apr 17 2024 -4.78 3.43 14.17 17.92 14.91 15.76 1.35 0.54 0.55 0.54 -24.17 -24.17 -54.55 0.40 0.34 0.16 8.76 7.14 13.31
6.76
17.92
-15.26
18.02
0.12 2.51 1.83 2.34
Late Thirties to Early Forties Burton Malkiel 8 85 15 0
16.56
8.06
7.42
8.50
-0.24 Apr 17 2024 -4.47 2.49 12.78 15.51 12.83 13.55 1.30 0.52 0.58 0.63 -24.26 -24.26 -48.28 0.33 0.31 0.18 9.12 7.01 9.83
5.03
16.77
-17.38
15.84
0.12 2.96 1.97 2.23
Second Grader's Starter Paul Farrell 3 90 10 0
21.44
10.51
8.95
8.50
-0.30 Apr 17 2024 -4.26 2.84 12.78 16.36 13.54 13.85 1.68 0.64 0.66 0.61 -24.21 -24.21 -48.52 0.43 0.37 0.18 8.71 6.74 12.78
7.13
20.93
-17.70
17.70
0.17 2.53 1.80 2.09
Dedalo Eleven Dedalo Invest 9 80 20 0
18.63
9.03
8.11
8.50
-0.30 Apr 17 2024 -3.96 2.53 12.04 15.00 12.44 12.70 1.55 0.60 0.65 0.67 -23.40 -23.40 -44.63 0.39 0.35 0.19 8.61 6.61 10.65
5.81
19.09
-17.79
14.88
0.10 2.70 2.04 2.12
Sheltered Sam 80/20 Bill Bernstein 12 77.6 20 2.4
14.42
8.11
7.20
8.48
-0.23 Apr 17 2024 -4.40 3.01 12.21 14.62 11.99 12.18 1.18 0.55 0.60 0.70 -19.89 -19.89 -45.06 0.41 0.36 0.19 7.03 5.43 8.48
4.36
13.20
-11.58
18.98
0.30 2.68 2.23 2.33
Late Sixties and Beyond Burton Malkiel 8 71 29 0
14.03
6.92
6.77
8.44
-0.16 Apr 17 2024 -4.38 2.13 11.82 13.83 11.31 11.64 1.19 0.50 0.60 0.72 -22.44 -22.44 -41.80 0.31 0.30 0.20 8.62 6.43 7.72
3.75
14.40
-16.23
15.40
0.23 3.36 2.16 2.25
Stocks/Bonds 60/40 2 60 40 0
17.74
8.77
8.05
8.42
-0.16 Apr 17 2024 -3.66 2.12 10.60 12.59 10.16 9.60 1.67 0.70 0.79 0.88 -20.69 -20.69 -30.55 0.42 0.39 0.28 7.86 5.77 6.90
5.46
17.79
-16.95
14.66
0.22 2.36 1.69 1.73
Talmud Portfolio Roger Gibson 3 66.7 33.3 0
12.54
6.33
6.86
8.41
-0.28 Apr 17 2024 -5.30 1.65 12.79 13.76 11.27 10.81 0.98 0.46 0.61 0.78 -22.88 -22.88 -40.17 0.28 0.30 0.21 10.01 7.29 7.41
2.25
14.42
-19.62
21.44
0.19 3.10 2.13 2.37
Mid-Twenties Burton Malkiel 8 87 13 0
16.82
8.12
7.42
8.41
-0.25 Apr 17 2024 -4.48 2.54 12.94 15.75 13.06 13.87 1.30 0.52 0.57 0.61 -24.50 -24.50 -49.50 0.33 0.30 0.17 9.23 7.13 10.41
5.15
17.14
-17.64
15.90
0.10 2.93 1.94 2.22
Robo Advisor 90 Betterment 11 90.1 9.9 0
17.54
8.74
7.61
8.37
-0.18 Apr 17 2024 -4.48 3.27 13.44 16.66 13.79 14.41 1.30 0.52 0.55 0.58 -23.36 -23.36 -50.07 0.37 0.33 0.17 8.52 6.83 11.39
5.91
16.67
-15.33
16.04
0.31 2.72 1.95 2.36
Ultimate Buy and Hold Strategy Paul Merriman 10 100 0 0
14.43
7.31
6.73
8.35
-0.23 Apr 17 2024 -5.42 3.31 15.50 18.74 15.35 15.71 0.93 0.39 0.44 0.53 -27.54 -27.54 -57.21 0.27 0.24 0.15 10.00 7.84 12.17
3.67
15.13
-15.37
19.37
0.23 3.05 2.27 2.79
Weird Portfolio Value Stock Geek 5 60 20 20
6.53
5.29
5.43
8.33
-0.17 Apr 17 2024 -4.08 3.49 15.10 13.99 11.40 10.82 0.43 0.38 0.48 0.77 -24.18 -24.18 -32.97 0.22 0.22 0.25 10.04 7.47 6.56
0.83
10.94
-18.17
14.49
0.19 2.52 1.49 2.02
Seven Value Scott Burns 7 71.5 28.5 0
13.44
8.55
6.87
8.30
-0.18 Apr 17 2024 -3.68 3.58 10.69 14.59 11.85 11.29 1.26 0.59 0.58 0.74 -20.44 -20.44 -41.22 0.42 0.34 0.20 5.38 4.47 7.31
5.06
10.67
-3.63
22.53
0.32 3.34 3.17 3.60
Couch Potato Scott Burns 2 50 50 0
13.97
8.20
7.16
8.26
-0.10 Apr 17 2024 -3.09 1.81 9.00 11.45 9.23 8.70 1.55 0.72 0.78 0.95 -19.77 -19.77 -27.04 0.41 0.36 0.31 7.43 5.48 5.17
4.74
14.66
-16.31
15.67
0.00 2.30 3.61 2.96
Core Four Rick Ferri 4 80 20 0
17.90
8.83
7.93
8.26
-0.24 Apr 17 2024 -4.39 2.48 12.38 14.93 12.21 12.19 1.45 0.59 0.65 0.68 -23.46 -23.46 -44.44 0.38 0.34 0.19 8.76 6.58 9.87
5.45
18.34
-17.83
17.18
0.20 2.75 1.93 2.20
Stocks/Bonds 40/60 Momentum 2 40 60 0
14.65
5.19
6.37
8.24
-0.25 Apr 17 2024 -3.00 1.76 9.39 9.81 7.86 6.99 1.56 0.53 0.81 1.18 -21.11 -21.11 -21.11 0.25 0.30 0.39 10.09 7.25 5.23
7.39
6.91
-15.17
4.23
0.38 2.50 1.92 1.48
Robo Advisor 80 Betterment 10 80 20 0
15.91
7.77
6.97
8.16
-0.11 Apr 17 2024 -4.16 3.04 12.56 15.28 12.57 13.03 1.27 0.51 0.55 0.63 -22.63 -22.63 -45.47 0.34 0.31 0.18 8.27 6.52 9.66
5.21
15.58
-15.27
13.94
0.32 2.87 2.03 2.47
Edge Select Moderately Aggressive Merrill Lynch 12 69 31 0
17.56
8.66
7.65
8.14
-0.16 Apr 17 2024 -3.58 2.35 11.20 13.52 11.13 11.11 1.57 0.64 0.69 0.73 -22.31 -22.31 -38.23 0.39 0.34 0.21 8.02 6.08 8.51
5.18
19.24
-17.08
12.88
0.42 2.71 1.79 1.82
Four Funds Bogleheads 4 80 20 0
18.48
9.31
7.94
8.09
-0.20 Apr 17 2024 -3.94 2.62 11.85 14.88 12.27 12.42 1.56 0.63 0.65 0.65 -23.20 -23.20 -44.08 0.40 0.34 0.18 8.32 6.41 10.70
6.16
18.65
-17.06
15.70
0.17 2.63 2.25 2.38
Yale Endowment David Swensen 6 70 30 0
12.72
6.76
6.50
8.03
-0.21 Apr 17 2024 -4.52 1.96 11.67 13.35 10.91 10.79 1.09 0.51 0.60 0.74 -22.63 -22.63 -40.68 0.30 0.29 0.20 8.94 6.59 7.44
3.24
14.44
-17.82
17.84
0.16 2.87 2.49 2.54
Six Ways from Sunday Scott Burns 6 66.7 33.3 0
12.17
8.04
6.25
8.02
-0.18 Apr 17 2024 -3.44 3.31 10.35 14.22 11.56 10.89 1.18 0.57 0.54 0.74 -19.67 -19.67 -39.14 0.41 0.32 0.20 5.18 4.40 6.65
4.29
10.86
-3.84
21.86
0.27 3.46 3.30 3.75
Lazy Portfolio David Swensen 6 70 30 0
12.52
6.61
6.43
8.02
-0.21 Apr 17 2024 -4.45 1.92 11.59 13.18 10.82 10.84 1.08 0.50 0.59 0.74 -22.43 -22.43 -40.89 0.29 0.29 0.20 8.97 6.62 7.43
3.17
14.13
-17.86
17.34
0.13 2.89 2.52 2.51
Jane Bryant Quinn Portfolio Jane Bryant Quinn 5 70 30 0
15.42
7.95
7.20
8.01
-0.16 Apr 17 2024 -4.27 2.26 11.67 13.80 11.17 10.76 1.32 0.58 0.64 0.74 -22.74 -22.74 -39.55 0.35 0.32 0.20 8.52 6.31 8.04
4.54
16.60
-17.43
16.85
0.23 2.80 2.33 2.50
Sheltered Sam 70/30 Bill Bernstein 12 67.9 30 2.1
12.78
7.30
6.50
8.00
-0.17 Apr 17 2024 -3.95 2.70 10.95 12.93 10.59 10.68 1.17 0.56 0.61 0.75 -17.80 -17.80 -39.73 0.41 0.37 0.20 6.43 4.94 7.11
3.83
12.01
-11.08
16.83
0.30 2.72 2.34 2.28
Three Funds Bogleheads 3 80 20 0
18.69
9.15
7.91
8.00
-0.19 Apr 17 2024 -4.00 2.64 12.00 14.84 12.22 12.37 1.56 0.62 0.65 0.65 -23.18 -23.18 -43.68 0.39 0.34 0.18 8.36 6.42 10.83
6.10
18.86
-17.06
14.95
0.23 2.67 1.89 2.15
Gold Pivot Ptf Aim Ways 5 22 44 34
14.59
8.57
6.83
7.96
-0.39 Apr 17 2024 0.80 3.79 7.24 9.50 7.89 8.21 2.02 0.90 0.87 0.97 -15.46 -15.46 -19.49 0.55 0.44 0.41 4.91 3.81 4.22
4.60
17.87
-11.42
4.01
0.30 2.52 1.18 1.81
LifeStrategy Growth Fund Vanguard 4 80 20 0
18.61
9.00
7.80
7.92
-0.20 Apr 17 2024 -3.92 2.66 11.89 14.78 12.18 12.39 1.57 0.61 0.64 0.64 -23.11 -23.11 -44.18 0.39 0.34 0.18 8.33 6.41 10.91
6.05
18.86
-16.96
14.57
0.22 2.79 1.85 2.27
In Saecula Saeculorum Fulvio Marchese 5 45 45 10
14.48
7.88
6.91
7.92
-0.12 Apr 17 2024 -2.47 2.60 9.28 10.59 8.45 7.80 1.56 0.74 0.82 1.01 -18.89 -18.89 -20.39 0.42 0.37 0.39 6.91 5.06 4.44
4.70
15.53
-14.97
10.12
0.27 2.35 1.44 1.20
Family Taxable Portfolio Ted Aronson 11 70 30 0
12.28
6.40
6.30
7.84
-0.14 Apr 17 2024 -4.61 2.37 12.82 14.08 11.61 11.58 0.96 0.45 0.54 0.68 -23.76 -23.76 -38.46 0.27 0.26 0.20 9.29 7.06 8.03
3.49
14.12
-17.99
11.93
0.26 2.71 2.45 2.47
Golden Butterfly Tyler 5 40 40 20
9.26
6.61
5.77
7.76
-0.14 Apr 17 2024 -2.42 3.22 10.98 10.26 8.41 7.72 0.84 0.64 0.69 1.00 -17.79 -17.79 -17.79 0.37 0.32 0.44 6.46 4.90 3.58
2.76
11.98
-13.35
9.35
0.31 1.98 1.13 1.03
Coffeehouse Bill Schultheis 7 60 40 0
10.50
5.76
5.88
7.71
-0.09 Apr 17 2024 -4.69 2.25 12.16 12.73 10.28 9.69 0.86 0.45 0.57 0.80 -19.65 -19.65 -33.93 0.29 0.30 0.23 7.81 5.78 6.14
2.20
11.65
-14.38
15.24
0.39 2.84 2.05 2.31
No Brainer Portfolio Bill Bernstein 4 75 25 0
15.47
8.01
6.96
7.69
-0.31 Apr 17 2024 -4.06 2.40 11.64 14.00 11.65 11.73 1.33 0.57 0.60 0.66 -19.76 -19.76 -40.40 0.41 0.35 0.19 7.36 5.76 8.72
4.36
15.77
-13.89
15.39
0.32 2.53 1.58 1.74
Perfect Portfolio Ben Stein 7 80 20 0
17.55
9.16
7.45
7.66
-0.27 Apr 17 2024 -3.44 2.85 10.89 14.13 11.79 12.33 1.61 0.65 0.63 0.62 -18.62 -18.62 -44.81 0.49 0.40 0.17 6.22 5.17 10.44
6.03
16.55
-11.28
16.52
0.39 3.09 1.87 1.92
Long Term Portfolio Ben Stein 6 80 20 0
15.27
7.79
6.81
7.65
-0.30 Apr 17 2024 -4.34 2.36 12.14 14.40 11.93 12.41 1.26 0.54 0.57 0.62 -20.52 -20.52 -45.92 0.38 0.33 0.17 7.64 5.91 9.47
4.33
16.03
-14.26
16.72
0.20 3.11 1.73 1.92
Aim comfortable trip Aim Ways 7 40 45 15
12.76
6.90
5.88
7.61
-0.19 Apr 17 2024 -1.39 2.90 7.80 9.24 7.38 7.58 1.64 0.75 0.80 1.00 -15.56 -15.56 -20.15 0.44 0.38 0.38 4.79 3.59 3.71
3.12
15.78
-10.58
7.29
0.26 2.77 1.38 2.12
Gone Fishin' Portfolio Alexander Green 10 65 30 5
12.02
6.38
5.77
7.59
-0.18 Apr 17 2024 -3.73 2.63 11.85 13.82 11.32 12.02 1.01 0.46 0.51 0.63 -21.98 -21.98 -43.02 0.29 0.26 0.18 8.35 6.42 8.23
3.32
13.45
-15.58
11.58
0.30 2.93 2.48 2.60
Tilt Toward Value Time Inc 7 60 40 0
12.52
6.22
6.17
7.58
-0.10 Apr 17 2024 -4.11 2.16 11.09 12.20 9.83 9.41 1.13 0.51 0.63 0.81 -20.45 -20.45 -34.63 0.30 0.30 0.22 7.90 5.81 6.32
3.18
13.77
-15.72
13.78
0.31 3.08 1.99 2.43
All Weather Portfolio Ray Dalio 5 30 55 15
6.27
4.85
5.04
7.54
0.15 Apr 17 2024 -3.14 2.27 11.07 10.17 8.29 7.38 0.57 0.48 0.61 1.02 -20.58 -20.58 -20.58 0.24 0.24 0.37 9.23 6.87 4.34
2.18
9.94
-18.39
8.27
0.32 2.60 1.36 1.13
Five Asset Roger Gibson 6 60 20 20
10.96
7.37
5.49
7.51
-0.50 Apr 17 2024 -3.61 2.56 10.65 13.47 11.05 11.27 1.03 0.55 0.50 0.67 -19.30 -19.30 -44.75 0.38 0.28 0.17 6.52 5.60 8.26
3.20
10.78
-11.00
22.77
0.18 3.58 1.88 2.16
Sheltered Sam 60/40 Bill Bernstein 12 58.2 40 1.8
11.14
6.49
5.79
7.50
-0.12 Apr 17 2024 -3.50 2.38 9.70 11.28 9.22 9.21 1.15 0.58 0.63 0.81 -16.49 -16.49 -34.12 0.39 0.35 0.22 5.86 4.47 5.84
3.30
10.82
-10.58
14.69
0.31 2.75 2.45 2.23
Edge Select Moderate Merrill Lynch 12 53 47 0
14.06
6.86
6.34
7.48
-0.03 Apr 17 2024 -3.28 2.04 10.09 11.50 9.31 8.93 1.39 0.60 0.68 0.84 -20.56 -20.56 -29.58 0.33 0.31 0.25 7.56 5.62 5.96
3.80
16.31
-16.06
9.66
0.47 2.93 1.86 1.77
Marc Faber Portfolio Marc Faber 6 50 25 25
10.68
6.74
5.75
7.47
-0.31 Apr 17 2024 -2.16 3.40 10.73 11.80 9.74 9.66 1.00 0.57 0.59 0.77 -19.93 -19.93 -28.82 0.34 0.29 0.26 7.40 5.75 5.37
3.00
12.80
-14.67
12.98
0.19 2.51 1.71 1.94
Five Fold Scott Burns 5 60 40 0
10.88
5.54
5.67
7.45
-0.16 Apr 17 2024 -4.07 1.85 10.79 12.19 9.90 9.72 1.01 0.45 0.57 0.77 -21.60 -21.60 -37.94 0.26 0.26 0.20 8.78 6.44 6.74
2.44
13.15
-17.44
15.57
0.15 3.46 2.79 3.25
Pinwheel 8 65 25 10
11.44
6.48
5.67
7.44
-0.27 Apr 17 2024 -3.43 2.69 11.18 12.34 10.13 10.47 1.02 0.52 0.56 0.71 -19.49 -19.49 -36.89 0.33 0.29 0.20 7.08 5.41 6.58
3.03
13.21
-13.57
13.53
0.19 2.74 1.60 1.79
Margaritaville Scott Burns 3 67 33 0
14.01
7.67
6.42
7.43
-0.06 Apr 17 2024 -3.44 2.33 10.47 13.01 10.72 10.80 1.34 0.59 0.60 0.69 -21.96 -21.96 -38.70 0.35 0.29 0.19 7.84 6.10 8.26
4.83
15.17
-16.10
13.33
0.13 2.77 3.25 3.04
Robo Advisor 50 Betterment 10 49.9 50.1 0
11.37
4.97
5.05
7.42
0.09 Apr 17 2024 -3.18 2.31 9.86 11.38 9.13 9.25 1.15 0.44 0.55 0.80 -20.25 -20.25 -30.72 0.25 0.25 0.24 7.65 5.74 5.69
3.33
12.47
-14.79
7.95
0.30 3.32 2.29 2.80
Gretchen Tai Portfolio Gretchen Tai 9 70 30 0
13.30
6.51
5.99
7.37
-0.06 Apr 17 2024 -4.06 2.48 11.96 13.97 11.44 11.61 1.11 0.47 0.52 0.63 -23.59 -23.59 -41.80 0.28 0.25 0.18 8.86 6.80 8.90
3.99
15.12
-17.30
12.15
0.36 3.10 2.43 2.69
Simple and Cheap Time Inc 5 60 40 0
13.01
6.22
6.08
7.36
-0.09 Apr 17 2024 -3.87 2.04 10.79 12.08 9.74 9.40 1.20 0.51 0.62 0.78 -21.27 -21.27 -34.84 0.29 0.29 0.21 8.27 6.08 6.63
3.42
14.67
-16.81
12.62
0.28 3.15 2.00 2.43
Nano Portfolio John Wasik 5 60 40 0
10.45
5.73
5.56
7.34
-0.08 Apr 17 2024 -4.37 1.80 11.17 12.40 10.02 9.64 0.94 0.46 0.55 0.76 -22.12 -22.12 -36.66 0.26 0.25 0.20 8.77 6.43 6.62
2.53
12.98
-17.26
16.29
0.11 3.11 2.90 3.03
LifeStrategy Moderate Growth Vanguard 4 60 40 0
14.57
6.88
6.34
7.26
-0.06 Apr 17 2024 -3.38 2.25 10.26 12.00 9.71 9.51 1.42 0.57 0.65 0.76 -20.84 -20.84 -33.52 0.33 0.30 0.22 7.69 5.74 7.17
4.41
15.75
-15.97
10.43
0.29 3.01 1.88 2.33
Simple Money Portfolio Tim Maurer 7 60 40 0
10.23
5.27
4.87
7.25
0.05 Apr 17 2024 -3.64 2.42 10.37 11.65 9.41 9.09 0.99 0.45 0.52 0.80 -18.44 -18.44 -32.39 0.29 0.26 0.22 6.56 4.98 5.67
2.40
11.54
-11.48
10.46
0.29 2.78 1.76 1.99
Sandwich Portfolio Bob Clyatt 8 55 45 0
10.32
5.25
5.22
7.24
-0.06 Apr 17 2024 -3.36 1.75 9.44 10.37 8.44 8.27 1.09 0.51 0.62 0.88 -19.10 -19.10 -28.96 0.28 0.27 0.25 7.41 5.45 5.20
2.50
12.05
-14.72
9.88
0.28 2.61 1.48 1.55
PISI Portfolio Davide Pisicchio 4 30 60 10
9.21
5.34
5.18
7.20
0.12 Apr 17 2024 -2.34 2.28 8.76 8.96 7.11 6.45 1.05 0.60 0.73 1.12 -18.36 -18.36 -18.36 0.29 0.28 0.39 7.33 5.32 3.46
2.89
11.85
-15.32
5.44
0.32 2.45 1.47 1.08
Coward's Portfolio Bill Bernstein 9 60 40 0
11.82
6.35
5.76
7.19
-0.21 Apr 17 2024 -3.61 2.10 9.57 11.02 9.11 9.08 1.23 0.58 0.63 0.79 -15.87 -15.87 -32.68 0.40 0.36 0.22 5.83 4.46 5.82
3.23
11.70
-10.59
13.60
0.40 2.71 1.61 1.49
Stocks/Bonds 40/60 2 40 60 0
12.29
6.01
5.91
7.18
0.05 Apr 17 2024 -3.14 1.71 9.12 9.87 7.77 6.96 1.35 0.61 0.76 1.03 -18.63 -18.63 -19.17 0.32 0.32 0.37 7.42 5.37 4.20
3.41
13.67
-15.67
9.15
0.34 2.64 1.87 1.84
One-Decision Portfolio Marvin Appel 5 50 50 0
10.82
5.85
5.79
7.15
-0.21 Apr 17 2024 -4.07 1.66 10.29 10.92 8.92 8.40 1.05 0.54 0.65 0.85 -16.74 -16.74 -31.96 0.35 0.35 0.22 6.64 4.91 5.54
1.87
12.43
-13.18
16.51
0.49 3.73 1.90 1.66
European Stocks 1 100 0 0
14.41
8.17
4.70
7.14
0.34 Apr 17 2024 -3.96 3.82 15.64 20.32 16.85 17.87 0.92 0.40 0.28 0.40 -30.98 -30.98 -59.77 0.26 0.15 0.12 10.59 10.63 18.64
5.02
20.21
-16.00
16.88
0.57 3.70 2.67 3.49
Dynamic 60/40 Income 5 60 40 0
11.69
5.17
5.47
7.13
-0.13 Apr 17 2024 -4.04 1.24 9.66 11.46 9.17 9.33 1.21 0.45 0.60 0.76 -18.21 -18.21 -41.44 0.28 0.30 0.17 8.00 5.81 6.67
2.73
12.28
-15.89
15.27
0.55 4.47 2.82 2.81
Dynamic 40/60 Income 5 40 60 0
12.01
4.34
4.62
7.11
0.17 Apr 17 2024 -2.66 1.42 7.79 10.03 7.79 8.10 1.54 0.43 0.59 0.88 -17.33 -17.33 -29.84 0.25 0.27 0.24 7.23 5.24 4.85
3.47
11.97
-14.37
6.72
0.72 4.63 3.06 2.85
Ivy Portfolio Mebane Faber 5 60 20 20
12.46
7.09
4.89
7.10
-0.52 Apr 17 2024 -3.78 2.57 10.61 14.07 11.55 11.56 1.17 0.50 0.42 0.61 -21.77 -21.77 -47.39 0.33 0.22 0.15 7.15 6.58 9.24
4.31
10.72
-10.08
22.27
0.19 2.61 1.79 2.07
Global Market Portfolio Credit Suisse 8 45 55 0
8.88
4.25
5.01
7.10
0.16 Apr 17 2024 -3.77 2.03 11.31 11.29 9.06 8.25 0.79 0.38 0.55 0.86 -23.10 -23.10 -25.90 0.18 0.22 0.27 9.78 7.16 5.51
2.06
12.57
-19.25
7.49
0.43 3.52 2.08 2.43
Big Rocks Portfolio Larry Swedroe 11 60 40 0
10.82
5.72
5.26
7.07
-0.17 Apr 17 2024 -3.66 2.14 9.88 11.24 9.25 9.15 1.10 0.51 0.57 0.77 -15.71 -15.71 -33.80 0.36 0.33 0.21 6.00 4.58 5.94
2.57
11.05
-10.13
13.59
0.37 2.88 1.75 1.65
Simplified Permanent Portfolio 3 25 50 25
9.28
6.15
5.12
7.06
-0.01 Apr 17 2024 -0.78 3.26 8.10 8.73 7.22 6.88 1.15 0.70 0.71 1.03 -16.43 -16.43 -16.43 0.37 0.31 0.43 5.94 4.55 3.15
3.65
11.51
-12.67
3.72
0.25 1.94 1.14 0.78
Ultimate Buy&Hold FundAdvice 12 60 40 0
9.14
4.77
4.59
7.06
-0.02 Apr 17 2024 -3.68 2.09 10.31 11.42 9.31 9.25 0.89 0.42 0.49 0.76 -18.44 -18.44 -34.23 0.26 0.25 0.21 7.01 5.32 6.02
2.06
10.81
-12.51
11.49
0.28 2.95 2.37 2.22
GAA Global Asset Allocation Mebane Faber 10 40.5 49.5 10
9.38
5.07
4.83
7.02
0.04 Apr 17 2024 -3.05 2.40 10.39 10.91 8.74 8.02 0.90 0.46 0.55 0.88 -20.65 -20.65 -24.91 0.25 0.23 0.28 8.09 6.05 4.91
2.71
12.13
-16.44
8.69
0.35 3.16 1.84 2.20
Sheltered Sam 50/50 Bill Bernstein 12 48.5 50 1.5
9.51
5.67
5.07
6.97
-0.07 Apr 17 2024 -3.06 2.07 8.45 9.67 7.87 7.79 1.13 0.59 0.64 0.90 -15.17 -15.17 -28.23 0.37 0.33 0.25 5.35 4.04 4.65
2.77
9.63
-10.08
12.55
0.32 2.78 2.56 2.18
Ideal Index Frank Armstrong 7 70 30 0
11.77
6.17
5.54
6.89
-0.20 Apr 17 2024 -4.05 2.40 10.98 12.61 10.41 10.67 1.07 0.49 0.53 0.65 -18.25 -18.25 -40.11 0.34 0.30 0.17 6.91 5.34 7.57
3.22
12.04
-11.91
13.98
0.40 3.01 1.88 1.94
Four Square Scott Burns 4 50 50 0
11.68
5.82
5.38
6.88
-0.01 Apr 17 2024 -2.82 2.03 8.83 10.60 8.58 8.41 1.32 0.55 0.63 0.82 -19.67 -19.67 -29.95 0.30 0.27 0.23 7.26 5.44 5.62
3.58
13.49
-15.24
9.33
0.18 3.25 2.78 3.18
7Twelve Portfolio Craig Israelsen 9 50 33.3 16.7
10.39
6.05
4.15
6.85
-0.40 Apr 17 2024 -3.03 2.36 9.06 11.61 9.63 9.75 1.15 0.52 0.43 0.70 -17.90 -17.90 -37.96 0.34 0.23 0.18 5.64 5.59 7.04
3.79
8.77
-7.91
16.41
0.25 2.33 1.32 1.33
Ulcer Free Strategy Aim Ways 5 7 82 11
6.99
4.21
4.44
6.78
0.07 Apr 17 2024 -1.33 1.96 6.87 7.44 5.94 5.47 1.02 0.57 0.75 1.24 -17.05 -17.05 -17.05 0.25 0.26 0.40 7.41 5.34 3.40
1.21
11.49
-14.78
-0.14
0.34 2.97 1.27 1.79
Desert Portfolio Gyroscopic Investing 3 30 60 10
10.30
5.73
5.03
6.77
-0.04 Apr 17 2024 -1.61 2.01 6.56 7.28 5.80 5.47 1.57 0.79 0.87 1.24 -14.72 -14.72 -14.72 0.39 0.34 0.46 5.31 3.85 2.64
3.24
11.64
-11.64
5.76
0.29 2.00 1.14 0.88
Edge Select Moderately Conservative Merrill Lynch 12 37 63 0
11.02
5.12
5.10
6.74
0.10 Apr 17 2024 -2.83 1.72 8.75 9.42 7.48 6.82 1.26 0.54 0.68 0.99 -18.53 -18.53 -20.48 0.28 0.28 0.33 7.04 5.14 4.12
2.62
13.70
-14.91
6.44
0.50 3.22 1.88 1.84
All Country World 80/20 4 80 20 0
18.94
8.88
7.47
6.73
-0.22 Apr 17 2024 -3.90 2.79 12.02 15.10 12.41 12.74 1.58 0.59 0.60 0.53 -23.52 -23.52 -47.32 0.38 0.32 0.14 8.51 6.64 12.52
6.24
19.08
-17.17
14.21
0.43 2.81 1.86 2.27
All Country World Stocks 1 100 0 0
22.75
10.95
8.76
6.72
-0.38 Apr 17 2024 -4.44 3.19 13.61 17.84 14.85 15.61 1.67 0.61 0.59 0.43 -25.52 -25.52 -57.06 0.43 0.34 0.12 9.14 7.38 17.96
7.82
22.02
-18.01
18.27
0.41 2.51 1.78 2.13
High Yield Bonds Income 4 0 100 0
7.79
1.83
3.01
6.69
0.46 Apr 17 2024 -2.71 1.55 9.08 11.11 8.75 8.78 0.86 0.16 0.34 0.76 -21.84 -21.84 -23.97 0.08 0.14 0.28 9.57 7.05 5.06
0.79
11.21
-16.88
0.88
0.96 5.80 4.25 3.76
Rob Arnott Portfolio Rob Arnott 8 30 60 10
6.14
4.06
4.01
6.68
0.00 Apr 17 2024 -3.08 1.84 9.32 9.66 7.75 7.19 0.66 0.42 0.52 0.93 -17.86 -17.86 -24.27 0.23 0.22 0.28 7.45 5.54 4.59
1.13
9.08
-14.81
11.04
0.31 3.83 2.31 2.57
Andrew Tobias Portfolio Andrew Tobias 3 66.7 33.3 0
15.50
7.72
6.18
6.66
-0.15 Apr 17 2024 -3.18 2.23 9.38 11.79 9.76 9.94 1.65 0.65 0.63 0.67 -18.85 -18.85 -36.42 0.41 0.33 0.18 6.33 4.97 8.57
5.27
16.14
-12.58
12.14
0.20 2.77 1.61 1.80
Permanent Portfolio Harry Browne 4 25 50 25
9.29
6.27
5.25
6.64
-0.05 Apr 17 2024 -0.76 3.19 8.51 8.68 7.30 6.60 1.09 0.72 0.72 1.01 -15.92 -15.92 -15.92 0.39 0.33 0.42 5.90 4.70 3.20
3.69
11.55
-12.53
4.21
0.36 2.56 1.13 0.73
Lifepath Fund iShares 6 40.4 59.6 0
9.79
5.01
4.91
6.61
0.13 Apr 17 2024 -3.04 1.69 9.00 9.66 7.64 6.98 1.09 0.52 0.64 0.95 -18.92 -18.92 -21.23 0.26 0.26 0.31 7.42 5.41 4.31
2.58
11.93
-15.14
8.05
0.35 2.86 2.36 2.31
All Country World 60/40 4 60 40 0
15.16
6.79
6.13
6.58
-0.07 Apr 17 2024 -3.36 2.39 10.44 12.49 10.09 10.04 1.45 0.54 0.61 0.66 -21.52 -21.52 -36.70 0.32 0.29 0.18 7.98 6.02 8.06
4.65
16.14
-16.34
10.14
0.46 3.10 1.94 2.41
LifeStrategy Conservative Growth Vanguard 4 40 60 0
10.58
4.73
4.83
6.46
0.09 Apr 17 2024 -2.85 1.82 8.70 9.43 7.45 6.87 1.22 0.50 0.65 0.94 -18.57 -18.57 -21.90 0.25 0.26 0.29 7.23 5.27 4.40
2.78
12.64
-14.98
6.29
0.36 3.22 1.90 2.39
Sheltered Sam 40/60 Bill Bernstein 12 38.8 60 1.2
7.90
4.84
4.34
6.42
-0.01 Apr 17 2024 -2.61 1.75 7.20 8.11 6.57 6.43 1.10 0.60 0.66 1.00 -13.86 -13.86 -22.05 0.35 0.31 0.29 4.90 3.66 3.58
2.25
8.44
-9.58
10.41
0.33 2.82 2.67 2.12
Stocks/Bonds 20/80 Momentum 2 20 80 0
8.01
2.78
3.95
6.34
0.11 Apr 17 2024 -2.55 1.32 7.71 7.50 5.87 4.92 1.04 0.37 0.67 1.29 -17.91 -17.91 -17.91 0.16 0.22 0.35 8.67 6.20 3.76
3.35
6.16
-14.14
1.18
0.47 2.85 2.07 1.77
All Country World 40/60 4 40 60 0
11.41
4.67
4.76
6.28
0.09 Apr 17 2024 -2.82 1.97 8.92 10.06 7.94 7.59 1.28 0.46 0.60 0.83 -19.52 -19.52 -25.16 0.24 0.24 0.25 7.60 5.57 4.91
3.06
13.20
-15.50
6.07
0.48 3.40 2.02 2.55
Paul Boyer Portfolio Paul Boyer 5 25 50 25
4.48
3.69
3.50
6.25
0.00 Apr 17 2024 -1.11 3.21 9.51 8.93 7.70 7.46 0.47 0.41 0.45 0.84 -18.04 -18.04 -18.04 0.20 0.19 0.35 7.32 5.81 3.96
1.61
7.92
-13.57
0.51
0.34 2.16 1.15 0.90
Larry Portfolio Larry Swedroe 4 30 70 0
3.69
2.00
2.61
6.01
0.16 Apr 17 2024 -2.84 1.21 7.72 7.09 5.68 5.50 0.48 0.28 0.46 1.09 -15.96 -15.96 -15.96 0.13 0.16 0.38 6.90 5.00 3.21
-0.12
6.94
-11.20
3.41
0.39 2.45 1.50 1.20
All Country World 20/80 4 20 80 0
7.69
2.51
3.35
5.85
0.25 Apr 17 2024 -2.27 1.55 7.52 7.94 6.12 5.60 1.02 0.32 0.55 1.04 -17.97 -17.97 -17.97 0.14 0.19 0.33 7.70 5.53 3.68
1.47
10.25
-14.66
2.00
0.51 3.70 2.09 2.69
Sheltered Sam 30/70 Bill Bernstein 12 29.1 70 0.9
6.29
4.00
3.60
5.84
0.04 Apr 17 2024 -2.17 1.43 5.98 6.62 5.32 5.17 1.05 0.60 0.68 1.13 -12.55 -12.55 -16.58 0.32 0.29 0.35 4.52 3.34 2.80
1.72
7.25
-9.07
8.27
0.33 2.85 2.77 2.07
Stocks/Bonds 20/80 2 20 80 0
6.92
3.19
3.72
5.80
0.27 Apr 17 2024 -2.62 1.28 7.80 7.60 5.84 4.88 0.89 0.42 0.64 1.19 -16.57 -16.57 -16.57 0.19 0.22 0.35 7.21 5.16 3.16
1.36
9.54
-14.39
3.64
0.45 2.92 2.05 1.95
Gold 1 0 0 100
12.28
11.01
5.23
5.69
-0.74 Apr 17 2024 6.74 8.67 12.80 14.76 14.19 15.51 0.96 0.75 0.37 0.37 -18.08 -20.76 -42.91 0.61 0.25 0.13 6.97 8.33 20.47
7.61
12.69
-0.77
-4.15
0.00 0.00 0.00 0.00
Dimensional Retirement Income Fund DFA 7 20.4 79.6 0
6.44
4.18
3.53
5.58
0.10 Apr 17 2024 -1.43 1.17 4.80 6.05 4.85 4.72 1.34 0.69 0.73 1.18 -12.16 -12.16 -12.91 0.34 0.29 0.43 4.27 3.16 2.48
2.16
7.92
-9.39
7.04
0.39 3.64 4.29 3.41
LifeStrategy Income Fund Vanguard 4 20 80 0
6.62
2.54
3.29
5.53
0.23 Apr 17 2024 -2.31 1.38 7.29 7.25 5.58 4.76 0.91 0.35 0.59 1.16 -16.61 -16.61 -16.61 0.15 0.20 0.33 7.17 5.14 3.26
1.15
9.53
-14.00
2.15
0.43 3.43 1.93 2.45
Eliminate Fat Tails Larry Swedroe 4 30 70 0
5.07
3.13
2.98
5.48
0.00 Apr 17 2024 -2.07 1.26 6.53 7.00 5.88 6.24 0.78 0.45 0.51 0.88 -12.62 -12.62 -18.42 0.25 0.24 0.30 4.94 3.88 3.39
1.11
6.63
-9.61
5.40
0.34 3.39 3.01 2.12
Developed World ex-US 60/40 2 60 40 0
11.08
4.61
4.08
5.48
0.09 Apr 17 2024 -3.14 2.66 10.19 12.14 9.87 10.16 1.09 0.38 0.41 0.54 -22.40 -22.40 -37.49 0.21 0.18 0.15 7.98 6.27 8.52
3.20
14.28
-14.32
6.09
0.50 4.05 1.98 3.50
Developed World ex-US 40/60 2 40 60 0
9.11
3.20
3.50
5.41
0.10 Apr 17 2024 -2.42 2.15 8.22 9.33 7.41 7.39 1.11 0.34 0.47 0.73 -19.57 -19.57 -26.17 0.16 0.18 0.21 7.34 5.43 5.08
2.13
12.45
-13.80
3.30
0.45 4.26 1.75 3.51
Developed World ex-US 80/20 2 80 20 0
13.05
6.01
4.59
5.39
0.07 Apr 17 2024 -3.85 3.16 12.22 15.18 12.54 13.23 1.07 0.40 0.37 0.41 -25.24 -25.24 -47.74 0.24 0.18 0.11 8.79 7.48 13.11
4.27
16.11
-14.84
8.88
0.55 3.85 2.20 3.48
Edge Select Conservative Merrill Lynch 12 21 79 0
7.58
3.33
3.46
5.30
0.14 Apr 17 2024 -1.95 1.36 5.99 6.04 4.73 4.24 1.26 0.55 0.73 1.25 -12.44 -12.44 -12.44 0.27 0.28 0.43 4.57 3.31 2.35
1.66
9.20
-9.59
3.46
0.60 3.77 1.77 1.51
All Country World Bonds 3 0 100 0
4.00
0.33
1.89
5.30
0.40 Apr 17 2024 -1.73 1.12 6.35 6.41 5.00 4.60 0.63 0.05 0.38 1.15 -17.60 -17.60 -17.60 0.02 0.11 0.30 8.56 6.13 3.72
-0.12
7.31
-13.82
-2.06
0.53 4.00 2.17 2.83
Sheltered Sam 20/80 Bill Bernstein 12 19.4 80 0.6
4.68
3.15
2.86
5.23
0.09 Apr 17 2024 -1.72 1.11 4.80 5.25 4.18 4.08 0.98 0.60 0.68 1.28 -11.24 -11.24 -11.24 0.28 0.25 0.47 4.22 3.07 2.22
1.19
6.07
-8.57
6.12
0.34 2.88 2.88 2.02
Developed World ex-US 20/80 2 20 80 0
7.15
1.77
2.87
5.20
0.11 Apr 17 2024 -1.71 1.64 6.41 6.93 5.36 5.23 1.11 0.26 0.54 0.99 -16.80 -16.80 -16.80 0.11 0.17 0.31 7.00 5.02 3.71
1.06
10.62
-13.28
0.51
0.40 4.46 1.53 3.53
US Inflation Protection 1 0 100 0
-0.38
1.96
1.89
5.16
0.39 Apr 17 2024 -1.48 0.65 4.81 6.31 5.16 5.95 -0.08 0.31 0.37 0.87 -14.76 -14.76 -14.76 0.13 0.13 0.35 7.06 5.17 3.95
-0.07
3.27
-13.10
5.67
0.00 2.79 5.89 4.41
Robo Advisor 20 Betterment 12 19.9 80.1 0
6.31
2.62
2.74
5.16
0.11 Apr 17 2024 -1.62 1.20 4.97 5.34 4.21 4.13 1.27 0.49 0.65 1.25 -12.16 -12.16 -12.16 0.22 0.23 0.42 4.68 3.40 2.33
1.45
7.68
-9.10
2.61
0.46 3.18 1.78 1.60
Developed World ex-US Stocks 1 100 0 0
15.02
7.39
5.05
5.15
0.06 Apr 17 2024 -4.56 3.66 14.27 18.40 15.34 16.50 1.05 0.40 0.33 0.31 -28.08 -28.08 -57.00 0.26 0.18 0.09 9.75 9.15 18.42
5.35
17.94
-15.36
11.67
0.60 3.65 2.42 3.46
Emerging Markets Stocks 1 100 0 0
6.95
1.43
2.24
5.08
-0.08 Apr 17 2024 -3.33 2.73 15.51 18.92 17.27 22.37 0.45 0.08 0.13 0.23 -36.52 -36.52 -60.44 0.04 0.06 0.08 17.73 17.01 21.70
2.16
8.99
-20.56
-3.61
0.00 2.81 1.95 1.89
Total Bond Developed World ex-US 1 0 100 0
5.19
0.33
2.18
4.86
0.12 Apr 17 2024 -1.00 1.12 5.00 5.42 4.27 4.55 1.04 0.06 0.51 1.07 -14.88 -14.88 -14.88 0.02 0.15 0.33 7.44 5.33 3.59
-0.02
8.79
-12.76
-2.28
0.35 4.66 1.31 3.55
10-year Treasury 1 0 100 0
-1.56
-0.61
1.16
4.85
0.63 Apr 17 2024 -2.59 0.73 7.65 7.63 6.46 6.78 -0.20 -0.08 0.18 0.72 -23.18 -23.18 -23.18 -0.03 0.05 0.21 11.70 8.74 5.65
-1.30
3.64
-15.19
-3.33
0.50 2.97 1.61 0.80
Sheltered Sam 10/90 Bill Bernstein 12 9.7 90 0.3
3.09
2.29
2.10
4.60
0.15 Apr 17 2024 -1.27 0.79 3.71 4.08 3.24 3.33 0.83 0.56 0.65 1.38 -9.93 -9.93 -9.93 0.23 0.21 0.46 3.99 2.88 1.87
0.66
4.88
-8.07
3.98
0.35 2.92 2.99 1.97
Conservative Income Charles Schwab 6 5 95 0
3.15
1.51
1.99
4.43
0.24 Apr 17 2024 -1.69 0.74 5.04 4.95 3.94 3.59 0.63 0.30 0.51 1.23 -11.50 -11.50 -11.50 0.13 0.17 0.39 5.10 3.70 2.35
0.03
5.79
-9.97
2.43
0.52 3.92 2.82 2.26
Total Bond US 1 0 100 0
1.62
0.32
1.49
4.30
0.48 Apr 17 2024 -2.10 0.85 6.80 6.26 4.92 4.21 0.24 0.05 0.30 1.02 -17.28 -17.28 -17.28 0.02 0.09 0.25 8.48 6.11 3.65
-0.69
5.41
-13.11
-1.86
0.56 3.20 2.23 2.06
Robo Advisor 10 Betterment 12 9.9 90.1 0
4.55
1.83
1.88
4.18
0.10 Apr 17 2024 -1.03 0.77 3.18 3.31 2.57 2.52 1.43 0.55 0.73 1.66 -8.91 -8.91 -8.91 0.21 0.21 0.47 3.53 2.53 1.53
0.83
5.92
-6.66
0.88
0.51 3.07 1.52 1.05
Sheltered Sam 0/100 Bill Bernstein 2 0 100 0
1.51
1.42
1.33
3.94
0.20 Apr 17 2024 -0.83 0.46 2.82 3.34 2.71 3.15 0.53 0.42 0.49 1.25 -8.61 -8.61 -8.61 0.16 0.15 0.46 3.82 2.76 1.83
0.13
3.69
-7.57
1.84
0.35 2.95 3.10 1.92
Robo Advisor 0 Betterment 2 0 100 0
2.82
1.02
1.00
3.17
0.09 Apr 17 2024 -0.46 0.36 1.86 2.04 1.59 1.81 1.51 0.50 0.63 1.75 -5.86 -5.86 -5.86 0.17 0.17 0.54 2.47 1.77 1.06
0.23
4.15
-4.20
-0.79
0.57 2.96 1.27 0.49
Short Term Treasury 1 0 100 0
2.79
0.97
0.91
3.07
0.07 Apr 17 2024 -0.39 0.34 1.70 1.91 1.48 1.79 1.64 0.51 0.61 1.71 -5.36 -5.36 -5.36 0.18 0.17 0.57 2.26 1.62 0.97
0.27
3.97
-3.88
-0.72
0.59 3.06 1.24 0.26
US Cash 1 0 100 0
5.21
1.87
1.22
2.27
0.01 Apr 17 2024 0.25 0.41 0.13 0.59 0.49 0.64 39.48 3.15 2.49 3.55 -0.16 -0.20 -0.42 11.35 6.20 5.39 0.06 0.08 0.12
1.29
4.94
1.40
-0.10
0.83 5.03 1.36 0.00
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
Returns refer to investiments in US Dollars.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Mar 2024. Current inflation (annualized) is 1Y: 3.48% , 5Y: 4.19% , 10Y: 2.84% , 30Y: 2.54%
Portfolio returns are updated to 31 March 2024.
Live Apr 2024 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
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 March 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 March 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Mar 2024. 2024: 1.13%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
Swipe left to see all data
% Allocation
Ann. Return (%) - Mar 31, 2024
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
Ulcer Index
YTD(%)
Yearly Returns (%)
Portfolio Author #ETF Stocks Bonds Comm 1Y 3Y 5Y Daily Time(ET) Apr 2024 Mar 2024 1Y 3Y 5Y 1Y 3Y 5Y 3Y 5Y 3Y 5Y 3Y 5Y 2024 2023 2022 2021 2024 2023 2022 2021
US Stocks ESG 1 100 0 0
31.57
9.35
15.07
-0.71 Apr 17 2024 -5.09 2.82 14.29 18.45 19.00 2.21 0.51 0.79 -27.79 -27.79 0.34 0.54 13.16 10.72
9.83
30.80
-24.04
26.20
0.26 1.51 1.07 0.85
Cape US Sector Value Robert Shiller 1 100 0 0
24.86
10.49
14.72
-0.04 Apr 17 2024 -5.61 2.38 14.44 18.40 18.89 1.72 0.57 0.78 -20.07 -21.00 0.52 0.70 7.47 6.85
5.54
27.65
-15.62
27.80
0.00 1.05 0.44 0.00
US Stocks Equal Weight 1 100 0 0
19.09
7.89
12.15
-0.21 Apr 17 2024 -5.91 4.47 16.63 17.91 20.25 1.15 0.44 0.60 -20.69 -26.65 0.38 0.46 7.95 7.93
7.78
13.70
-11.62
29.41
0.43 1.84 1.59 1.64
Stocks/Bonds 60/40 2x Leveraged 2 60 40 0
27.89
5.59
12.07
-0.25 Apr 17 2024 -7.46 4.44 20.92 25.60 23.46 1.33 0.22 0.51 -39.53 -39.53 0.14 0.31 22.10 17.51
9.95
28.05
-35.46
33.12
0.54 1.53 0.31 0.18
Stocks/Bonds 60/40 with Bitcoin 3 59 39 2
20.30
5.31
10.79
-0.23 09:58PM, Apr 17 2024 -3.83 2.47 10.67 13.25 13.30 1.90 0.40 0.81 -21.45 -21.45 0.25 0.50 10.05 8.06
6.65
20.55
-17.90
15.60
0.22 2.31 1.65 1.69
Developed World ex-US Stocks Momentum 1 100 0 0
24.32
4.99
9.51
0.00 Apr 17 2024 -4.61 5.32 13.96 16.58 16.05 1.74 0.30 0.59 -28.57 -28.57 0.17 0.33 12.09 9.80
14.41
13.91
-16.80
6.60
0.00 2.56 2.19 5.51
Stocks/Bonds 60/40 ESG 2 60 40 0
19.32
4.92
9.34
-0.22 Apr 17 2024 -3.91 2.04 11.00 13.28 12.66 1.76 0.37 0.74 -22.44 -22.44 0.22 0.42 11.12 8.82
5.59
20.65
-19.58
14.84
0.37 2.14 1.62 1.30
Golden Butterfly with Bitcoin 6 40 40 20
11.86
2.85
8.58
-0.20 09:58PM, Apr 17 2024 -2.79 3.44 11.27 11.58 11.09 1.05 0.25 0.77 -18.74 -18.74 0.15 0.46 8.55 6.76
3.89
14.80
-14.60
10.61
0.31 1.98 1.13 1.03
Permanent Portfolio with Bitcoin Harry Browne 5 25 50 25
11.89
3.68
8.23
-0.11 09:58PM, Apr 17 2024 -1.13 3.41 8.86 9.91 9.39 1.34 0.37 0.88 -16.88 -16.88 0.22 0.49 7.87 6.18
4.82
14.36
-13.79
5.47
0.36 2.56 1.13 0.73
Stocks/Bonds 40/60 with Bitcoin 3 39 59 2
14.85
2.95
8.05
-0.01 09:58PM, Apr 17 2024 -3.31 2.07 9.18 11.05 10.61 1.62 0.27 0.76 -19.39 -19.39 0.15 0.41 9.62 7.59
4.60
16.42
-16.62
10.09
0.33 2.59 1.83 1.80
Desert Portfolio with Bitcoin Gyroscopic Investing 4 30 60 10
12.91
3.02
7.71
-0.10 09:58PM, Apr 17 2024 -1.98 2.24 6.83 8.72 8.16 1.89 0.35 0.94 -15.73 -15.73 0.19 0.49 7.25 5.69
4.37
14.46
-12.90
7.03
0.29 2.00 1.14 0.88
Golden Butterfly 2x Leveraged 4 40 40 20
13.60
0.40
7.71
-0.34 Apr 17 2024 -4.22 6.48 19.64 21.32 19.26 0.69 0.02 0.40 -34.50 -34.50 0.01 0.22 19.30 15.20
5.20
16.76
-28.62
16.84
0.47 1.63 0.25 0.11
Simplified Permanent Portfolio 2x Leveraged 3 25 50 25
11.80
1.75
7.63
-0.06 Apr 17 2024 -1.54 6.65 16.25 19.23 17.13 0.73 0.09 0.45 -31.96 -31.96 0.05 0.24 17.61 13.88
6.02
15.62
-26.74
8.10
0.54 1.78 0.24 0.14
Stocks/Bonds 40/60 2x Leveraged 2 40 60 0
14.99
0.30
6.83
0.25 Apr 17 2024 -6.76 3.56 18.55 21.69 18.44 0.81 0.01 0.37 -36.46 -36.46 0.01 0.19 22.25 17.39
5.22
18.74
-33.70
19.46
0.67 2.16 0.32 0.18
All Weather Portfolio 2x Leveraged Ray Dalio 5 37.5 55 7.5
6.94
1.53
6.80
0.44 Apr 17 2024 -6.82 5.57 23.27 25.41 21.63 0.30 0.06 0.31 -37.02 -37.02 0.04 0.18 20.48 16.10
4.31
12.72
-29.60
19.72
0.54 1.97 0.42 0.32
All Weather Portfolio with Bitcoin Ray Dalio 6 30 55 15
8.95
1.27
6.75
0.10 09:58PM, Apr 17 2024 -3.45 2.54 11.28 12.26 10.91 0.79 0.10 0.62 -21.81 -21.81 0.06 0.31 12.27 9.57
3.34
12.94
-19.84
9.08
0.32 2.56 1.35 1.13
Ark Tech Portfolio Cathie Wood 4 100 0 0
21.43
-20.26
6.58
-1.48 Apr 17 2024 -12.68 -1.43 40.66 38.03 38.01 0.53 -0.53 0.17 -68.02 -69.47 -0.30 0.09 48.81 39.60
-3.04
55.71
-58.78
-18.06
0.00 0.29 0.00 1.03
Stocks/Bonds 40/60 ESG 2 40 60 0
13.29
2.52
6.34
0.02 Apr 17 2024 -3.33 1.63 9.40 10.88 9.81 1.41 0.23 0.65 -19.76 -19.76 0.13 0.32 10.23 8.03
3.47
15.57
-17.35
9.16
0.42 2.46 1.89 1.53
Talmud Portfolio 2x Leveraged Roger Gibson 3 66.7 33.3 0
16.95
1.46
6.22
-0.53 Apr 17 2024 -10.93 3.62 24.94 28.84 25.98 0.68 0.05 0.24 -44.36 -44.36 0.03 0.14 27.48 22.08
3.82
19.47
-39.60
46.68
0.42 1.72 0.42 0.24
Desert Portfolio 2x Leveraged Gyroscopic Investing 3 30 60 10
11.20
-0.20
6.09
0.22 Apr 17 2024 -4.54 4.61 16.90 19.69 16.76 0.66 -0.01 0.36 -34.04 -34.04 -0.01 0.18 20.44 15.99
4.59
15.63
-30.56
12.18
0.65 2.13 0.29 0.17
Developed World ex-US 60/40 Momentum 2 60 40 0
16.56
2.37
5.91
0.05 Apr 17 2024 -3.17 3.73 9.63 11.56 10.89 1.72 0.21 0.54 -22.23 -22.23 0.11 0.27 10.13 8.08
8.64
11.86
-15.18
3.05
0.14 3.40 1.84 4.73
Developed World ex-US 40/60 Momentum 2 40 60 0
12.73
1.03
4.08
0.07 Apr 17 2024 -2.44 2.89 7.64 9.31 8.57 1.67 0.11 0.48 -19.40 -19.40 0.05 0.21 9.51 7.51
5.75
10.84
-14.37
1.27
0.21 3.82 1.66 4.33
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
Returns refer to investiments in US Dollars.