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 January 2024
Live Update at Feb 27 2024, 03:00PM Eastern Time
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2024. Current inflation (annualized) is 1Y: 3.11% , 5Y: 4.16% , 10Y: 2.79% , 30Y: 2.53%
Portfolio returns are updated to 31 January 2024.
Live Feb 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 January 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 January 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2024. 2024: 0.31%, 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 (%) - Jan 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) Feb 2024 Jan 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
42.50
20.71
18.09
13.76
0.31 03:00PM, Feb 27 2024 5.02 1.82 16.59 21.64 18.35 24.01 2.56 0.96 0.99 0.57 -32.58 -32.58 -81.08 0.64 0.56 0.17 12.56 9.41 39.58
1.82
54.85
-32.58
27.42
0.00 0.95 0.54 0.54
US Stocks Momentum 1 100 0 0
15.89
10.64
12.34
12.21
0.13 02:59PM, Feb 27 2024 9.13 5.58 15.47 18.50 15.56 15.32 1.03 0.57 0.79 0.80 -30.16 -30.16 -53.85 0.35 0.41 0.23 14.40 10.57 16.19
5.58
9.16
-18.26
13.37
0.00 1.46 1.45 0.62
US Stocks Quality 1 100 0 0
24.94
14.36
12.60
11.44
0.01 03:00PM, Feb 27 2024 6.39 2.28 13.21 18.81 15.38 15.06 1.89 0.76 0.82 0.76 -27.78 -27.78 -46.25 0.52 0.45 0.25 9.55 7.15 13.78
2.28
30.89
-20.49
26.93
0.00 1.59 1.25 1.51
Stocks/Bonds 80/20 Momentum 2 80 20 0
12.96
8.74
10.25
10.93
0.07 02:59PM, Feb 27 2024 6.96 4.43 13.49 15.39 12.86 12.38 0.96 0.57 0.80 0.88 -27.23 -27.23 -43.61 0.32 0.38 0.25 12.97 9.46 11.99
4.43
8.41
-17.23
10.32
0.00 1.76 1.61 0.91
US Stocks 1 100 0 0
19.21
13.44
11.92
9.95
0.24 03:00PM, Feb 27 2024 4.99 1.12 13.99 18.63 15.48 15.54 1.37 0.72 0.77 0.64 -24.81 -24.81 -50.84 0.54 0.48 0.20 9.13 6.94 14.32
1.12
26.05
-19.51
25.67
0.00 1.80 1.33 1.51
US Stocks Value 1 100 0 0
13.61
12.12
10.32
9.75
0.06 02:59PM, Feb 27 2024 2.53 0.11 14.91 18.64 15.50 15.38 0.91 0.65 0.67 0.63 -26.06 -26.06 -55.41 0.46 0.40 0.18 7.18 5.82 13.16
0.11
21.75
-5.39
25.21
0.00 2.11 2.07 2.32
Warren Buffett Portfolio Warren Buffett 2 90 10 0
19.82
13.01
11.39
9.59
0.14 02:59PM, Feb 27 2024 4.36 1.62 12.43 16.49 13.67 13.65 1.59 0.79 0.83 0.70 -23.08 -23.08 -45.52 0.56 0.49 0.21 8.34 6.29 12.60
1.62
24.87
-18.29
24.59
0.00 1.89 1.31 1.38
US Stocks Minimum Volatility 1 100 0 0
11.04
9.52
10.87
9.58
-0.07 02:59PM, Feb 27 2024 2.05 2.17 10.53 14.63 12.11 13.72 1.05 0.65 0.90 0.70 -19.06 -19.06 -43.27 0.50 0.57 0.22 6.58 4.91 10.63
2.17
10.34
-9.42
20.84
0.00 1.98 1.45 1.52
Stocks/Bonds 60/40 Momentum 2 60 40 0
10.10
6.81
8.14
9.48
0.02 02:59PM, Feb 27 2024 4.78 3.28 11.65 12.44 10.27 9.58 0.87 0.55 0.79 0.99 -24.21 -24.21 -32.52 0.28 0.34 0.29 11.51 8.33 8.24
3.28
7.66
-16.20
7.27
0.00 2.06 1.76 1.20
Stocks/Bonds 80/20 2 80 20 0
15.79
11.03
9.92
9.07
0.17 03:00PM, Feb 27 2024 3.65 0.86 12.61 15.52 12.76 12.50 1.25 0.71 0.78 0.73 -22.75 -22.75 -41.09 0.48 0.44 0.22 8.44 6.31 10.41
0.86
21.92
-18.23
20.16
0.00 2.03 1.51 1.62
Dedalo Three Dedalo Invest 2 100 0 0
17.43
12.45
10.92
8.86
0.22 03:00PM, Feb 27 2024 4.81 0.78 13.97 18.30 15.21 15.41 1.25 0.68 0.72 0.57 -25.03 -25.03 -52.73 0.50 0.44 0.17 9.11 7.00 15.19
0.78
24.84
-19.06
23.45
0.00 2.01 1.47 1.70
Simple Path to Wealth JL Collins 2 75 25 0
14.93
10.42
9.42
8.83
0.15 03:00PM, Feb 27 2024 3.31 0.80 12.26 14.76 12.10 11.77 1.22 0.71 0.78 0.75 -22.24 -22.24 -38.53 0.47 0.42 0.23 8.29 6.17 9.49
0.80
20.89
-17.91
18.79
0.00 2.09 1.56 1.65
Sheltered Sam 100/0 Bill Bernstein 10 97 0 3
6.18
8.80
8.47
8.82
0.24 03:00PM, Feb 27 2024 2.89 -1.44 15.01 18.05 14.87 15.31 0.41 0.49 0.57 0.58 -25.40 -25.40 -54.91 0.35 0.33 0.16 8.30 6.46 11.42
-1.44
15.58
-12.59
23.26
0.00 2.62 2.02 2.43
Robust Alpha Architect 8 70 20 10
5.89
7.02
6.66
8.69
0.22 03:00PM, Feb 27 2024 3.11 1.12 11.76 13.70 11.27 11.10 0.50 0.51 0.59 0.78 -19.09 -19.09 -44.20 0.37 0.35 0.20 7.23 5.57 8.42
1.12
8.53
-10.29
17.40
0.00 2.32 1.83 1.61
Shield Strategy Aim Ways 6 42 38 20
14.04
9.59
8.08
8.63
0.01 03:00PM, Feb 27 2024 1.17 0.40 10.56 11.11 8.97 8.85 1.33 0.86 0.90 0.98 -19.36 -19.36 -19.36 0.50 0.42 0.45 6.57 4.84 5.63
0.40
20.08
-15.12
9.82
0.00 1.92 1.22 1.09
Aggressive Global Income 4 80 20 0
4.98
5.68
5.71
8.55
0.07 03:00PM, Feb 27 2024 0.57 -0.95 12.19 15.33 12.79 14.43 0.41 0.37 0.45 0.59 -23.84 -23.84 -52.63 0.24 0.24 0.16 7.47 6.26 10.90
-0.95
11.91
-8.43
17.07
0.01 4.11 3.49 3.67
Sheltered Sam 90/10 Bill Bernstein 12 87.3 10 2.7
5.87
8.14
7.80
8.44
0.21 03:00PM, Feb 27 2024 2.51 -1.27 13.76 16.30 13.42 13.75 0.43 0.50 0.58 0.61 -22.65 -22.65 -50.12 0.36 0.34 0.17 7.65 5.94 9.91
-1.27
14.39
-12.09
21.12
0.00 2.62 2.12 2.38
Dedalo Four Dedalo Invest 3 80 20 0
15.07
10.16
9.23
8.25
0.14 03:00PM, Feb 27 2024 3.69 0.50 12.16 15.20 12.51 12.41 1.24 0.67 0.74 0.66 -22.61 -22.61 -43.94 0.45 0.41 0.19 8.29 6.24 10.95
0.50
21.59
-17.79
18.23
0.00 2.55 1.44 2.07
Aim Bold Strategy Aim Ways 7 45 40 15
13.04
8.40
7.27
8.16
0.07 03:00PM, Feb 27 2024 1.90 -0.25 9.98 11.60 9.46 9.93 1.31 0.72 0.77 0.82 -20.16 -20.16 -30.09 0.42 0.36 0.27 6.78 5.10 7.69
-0.25
20.27
-15.30
9.04
0.00 2.97 1.80 2.28
Edge Select Aggressive Merrill Lynch 12 84 16 0
13.03
9.48
8.51
8.14
0.14 03:00PM, Feb 27 2024 3.74 -0.21 12.97 15.39 12.86 13.26 1.00 0.62 0.66 0.61 -23.81 -23.81 -45.65 0.40 0.36 0.18 8.50 6.57 11.12
-0.21
21.48
-17.87
15.74
0.00 2.46 1.69 1.85
Mid-Fifties Burton Malkiel 8 80 20 0
7.47
7.13
7.12
8.08
0.11 03:00PM, Feb 27 2024 2.88 -0.98 13.29 15.03 12.41 13.00 0.56 0.47 0.57 0.62 -24.05 -24.05 -46.21 0.30 0.30 0.17 9.15 6.93 8.94
-0.98
15.87
-17.33
15.75
0.00 3.09 2.08 2.30
Talmud Portfolio Roger Gibson 3 66.7 33.3 0
5.59
6.40
6.87
8.07
0.07 03:00PM, Feb 27 2024 1.11 -1.37 13.50 13.77 11.30 10.85 0.41 0.46 0.61 0.74 -22.88 -22.88 -40.17 0.28 0.30 0.20 9.93 7.24 7.46
-1.37
14.42
-19.62
21.44
0.00 3.02 2.13 2.37
Second Grader's Starter Paul Farrell 3 90 10 0
13.09
9.90
8.76
8.07
0.18 03:00PM, Feb 27 2024 3.94 0.16 13.27 16.29 13.54 13.86 0.99 0.61 0.65 0.58 -24.21 -24.21 -48.52 0.41 0.36 0.17 8.71 6.74 12.79
0.16
20.93
-17.70
17.70
0.00 2.50 1.80 2.09
Stocks/Bonds 60/40 2 60 40 0
12.35
8.56
7.89
8.05
0.09 03:00PM, Feb 27 2024 2.30 0.61 11.24 12.57 10.16 9.63 1.10 0.68 0.78 0.84 -20.69 -20.69 -30.55 0.41 0.38 0.26 7.86 5.77 6.93
0.61
17.79
-16.95
14.66
0.00 2.26 1.69 1.73
Sheltered Sam 80/20 Bill Bernstein 12 77.6 20 2.4
5.55
7.47
7.11
8.04
0.18 03:00PM, Feb 27 2024 2.12 -1.09 12.51 14.58 12.00 12.21 0.44 0.51 0.59 0.66 -19.89 -19.89 -45.06 0.38 0.36 0.18 7.03 5.43 8.51
-1.09
13.20
-11.58
18.98
0.00 2.62 2.23 2.33
Weird Portfolio Value Stock Geek 5 60 20 20
-1.45
4.80
5.41
8.02
0.08 03:00PM, Feb 27 2024 0.00 -3.35 15.43 13.93 11.44 10.84 -0.09 0.34 0.47 0.74 -24.18 -24.18 -32.97 0.20 0.22 0.24 9.87 7.35 6.58
-3.35
10.94
-18.17
14.49
0.00 2.46 1.49 2.02
Late Sixties and Beyond Burton Malkiel 8 71 29 0
6.78
6.66
6.76
8.00
0.07 03:00PM, Feb 27 2024 2.28 -0.95 12.48 13.80 11.33 11.69 0.54 0.48 0.60 0.68 -22.44 -22.44 -41.80 0.30 0.30 0.19 8.61 6.43 7.78
-0.95
14.40
-16.23
15.40
0.00 3.33 2.16 2.25
Dedalo Eleven Dedalo Invest 9 80 20 0
11.45
8.51
7.95
7.99
0.14 03:00PM, Feb 27 2024 3.47 -0.32 12.67 14.95 12.43 12.75 0.90 0.57 0.64 0.63 -23.40 -23.40 -44.63 0.36 0.34 0.18 8.61 6.61 10.69
-0.32
19.09
-17.79
14.88
0.00 2.68 2.04 2.12
Late Thirties to Early Forties Burton Malkiel 8 85 15 0
8.17
7.54
7.35
7.97
0.14 03:00PM, Feb 27 2024 3.31 -0.89 13.41 15.46 12.84 13.60 0.61 0.49 0.57 0.59 -24.26 -24.26 -48.28 0.31 0.30 0.17 9.12 7.01 9.88
-0.89
16.77
-17.38
15.84
0.00 2.94 1.97 2.23
Robo Advisor 100 Betterment 6 100 0 0
8.53
8.74
8.01
7.94
0.25 03:00PM, Feb 27 2024 4.09 -0.80 14.46 17.84 14.91 15.80 0.59 0.49 0.54 0.50 -24.17 -24.17 -54.55 0.36 0.33 0.15 8.76 7.14 13.33
-0.80
17.92
-15.26
18.02
0.00 2.51 1.83 2.34
Yale Endowment David Swensen 6 70 30 0
4.85
6.09
6.46
7.91
0.00 03:00PM, Feb 27 2024 1.46 -1.35 14.15 13.99 11.45 11.02 0.34 0.44 0.56 0.72 -25.53 -25.53 -39.48 0.24 0.25 0.20 10.63 7.81 7.64
-1.35
14.18
-21.08
17.53
0.00 2.89 2.58 2.65
Seven Value Scott Burns 7 71.5 28.5 0
4.42
8.06
6.72
7.88
-0.05 03:00PM, Feb 27 2024 1.75 -0.78 11.14 14.53 11.84 11.32 0.40 0.55 0.57 0.70 -20.44 -20.44 -41.22 0.39 0.33 0.19 5.38 4.47 7.35
-0.78
10.67
-3.63
22.53
0.00 3.26 3.17 3.60
Core Four Rick Ferri 4 80 20 0
10.36
8.43
7.80
7.87
0.13 03:00PM, Feb 27 2024 2.95 -0.30 12.98 14.89 12.22 12.21 0.80 0.57 0.64 0.64 -23.46 -23.46 -44.44 0.36 0.33 0.18 8.76 6.58 9.89
-0.30
18.34
-17.83
17.18
0.00 2.70 1.93 2.20
Stocks/Bonds 40/60 Momentum 2 40 60 0
7.29
4.84
5.98
7.86
-0.03 02:59PM, Feb 27 2024 2.61 2.14 10.02 9.74 7.86 7.02 0.73 0.50 0.76 1.12 -21.11 -21.11 -21.11 0.23 0.28 0.37 10.04 7.22 5.26
2.14
6.91
-15.17
4.23
0.00 2.35 1.92 1.48
Couch Potato Scott Burns 2 50 50 0
10.52
8.09
7.01
7.86
0.08 03:00PM, Feb 27 2024 1.68 0.73 9.52 11.44 9.23 8.77 1.11 0.71 0.76 0.90 -19.77 -19.77 -27.04 0.41 0.35 0.29 7.43 5.48 5.29
0.73
14.66
-16.31
15.67
0.00 2.02 3.61 2.96
Mid-Twenties Burton Malkiel 8 87 13 0
8.22
7.55
7.34
7.86
0.16 03:00PM, Feb 27 2024 3.47 -0.95 13.56 15.69 13.06 13.93 0.61 0.48 0.56 0.56 -24.50 -24.50 -49.50 0.31 0.30 0.16 9.22 7.13 10.47
-0.95
17.14
-17.64
15.90
0.00 2.91 1.94 2.22
Ultimate Buy and Hold Strategy Paul Merriman 10 100 0 0
3.78
6.53
6.71
7.86
0.30 03:00PM, Feb 27 2024 2.61 -2.29 15.79 18.69 15.37 15.74 0.24 0.35 0.44 0.50 -27.54 -27.54 -57.21 0.24 0.24 0.14 10.00 7.84 12.21
-2.29
15.13
-15.37
19.37
0.00 3.05 2.27 2.79
Robo Advisor 90 Betterment 11 90.1 9.9 0
7.71
7.92
7.47
7.82
0.19 03:00PM, Feb 27 2024 3.53 -0.94 13.81 16.59 13.79 14.45 0.56 0.48 0.54 0.54 -23.36 -23.36 -50.07 0.34 0.32 0.16 8.52 6.83 11.42
-0.94
16.67
-15.33
16.04
0.00 2.70 1.95 2.36
Edge Select Moderately Aggressive Merrill Lynch 12 69 31 0
11.76
8.25
7.50
7.71
0.09 03:00PM, Feb 27 2024 2.80 -0.11 12.00 13.48 11.13 11.15 0.98 0.61 0.67 0.69 -22.31 -22.31 -38.23 0.37 0.34 0.20 8.02 6.08 8.54
-0.11
19.24
-17.08
12.88
0.00 2.66 1.79 1.82
Four Funds Bogleheads 4 80 20 0
11.38
8.82
7.78
7.69
0.15 03:00PM, Feb 27 2024 3.27 0.08 12.39 14.83 12.28 12.44 0.92 0.59 0.63 0.62 -23.20 -23.20 -44.08 0.38 0.34 0.17 8.32 6.41 10.71
0.08
18.65
-17.06
15.70
0.00 2.55 2.25 2.38
Robo Advisor 80 Betterment 10 80 20 0
7.20
7.08
6.85
7.65
0.15 03:00PM, Feb 27 2024 3.02 -0.91 12.99 15.22 12.57 13.07 0.55 0.46 0.54 0.59 -22.63 -22.63 -45.47 0.31 0.30 0.17 8.27 6.52 9.71
-0.91
15.58
-15.27
13.94
0.00 2.83 2.03 2.47
Jane Bryant Quinn Portfolio Jane Bryant Quinn 5 70 30 0
9.19
7.71
7.09
7.65
0.09 03:00PM, Feb 27 2024 2.09 -0.28 12.24 13.78 11.19 10.79 0.75 0.56 0.63 0.71 -22.74 -22.74 -39.55 0.34 0.31 0.19 8.51 6.31 8.07
-0.28
16.60
-17.43
16.85
0.00 2.69 2.33 2.50
Six Ways from Sunday Scott Burns 6 66.7 33.3 0
3.92
7.65
6.12
7.62
-0.06 03:00PM, Feb 27 2024 1.53 -1.06 10.91 14.18 11.56 10.92 0.36 0.54 0.53 0.70 -19.67 -19.67 -39.14 0.39 0.31 0.19 5.18 4.40 6.70
-1.06
10.86
-3.84
21.86
0.00 3.37 3.30 3.75
Lazy Portfolio David Swensen 6 70 30 0
5.99
6.43
6.38
7.61
0.10 03:00PM, Feb 27 2024 1.84 -1.06 12.27 13.16 10.84 10.89 0.49 0.49 0.59 0.70 -22.43 -22.43 -40.89 0.29 0.28 0.19 8.93 6.60 7.50
-1.06
14.13
-17.86
17.34
0.00 2.78 2.52 2.51
Three Funds Bogleheads 3 80 20 0
11.40
8.66
7.75
7.61
0.14 03:00PM, Feb 27 2024 3.26 0.03 12.60 14.79 12.22 12.38 0.90 0.59 0.63 0.61 -23.18 -23.18 -43.68 0.37 0.33 0.17 8.36 6.42 10.84
0.03
18.86
-17.06
14.95
0.00 2.62 1.89 2.15
Sheltered Sam 70/30 Bill Bernstein 12 67.9 30 2.1
5.22
6.78
6.42
7.60
0.15 03:00PM, Feb 27 2024 1.73 -0.91 11.25 12.90 10.60 10.72 0.46 0.53 0.61 0.71 -17.80 -17.80 -39.73 0.38 0.36 0.19 6.43 4.94 7.15
-0.91
12.01
-11.08
16.83
0.00 2.62 2.34 2.28
In Saecula Saeculorum Fulvio Marchese 5 45 45 10
10.13
7.60
6.75
7.58
0.03 03:00PM, Feb 27 2024 1.33 0.34 10.27 10.56 8.46 7.84 0.99 0.72 0.80 0.97 -18.89 -18.89 -20.39 0.40 0.36 0.37 6.91 5.06 4.49
0.34
15.53
-14.97
10.12
0.00 2.33 1.44 1.20
LifeStrategy Growth Fund Vanguard 4 80 20 0
11.33
8.49
7.65
7.53
0.14 03:00PM, Feb 27 2024 3.29 -0.05 12.47 14.73 12.18 12.40 0.91 0.58 0.63 0.61 -23.11 -23.11 -44.18 0.37 0.33 0.17 8.33 6.41 10.92
-0.05
18.86
-16.96
14.57
0.00 2.76 1.85 2.27
Golden Butterfly Tyler 5 40 40 20
3.42
6.02
5.64
7.47
0.05 03:00PM, Feb 27 2024 0.54 -1.54 11.35 10.20 8.41 7.74 0.30 0.59 0.67 0.97 -17.79 -17.79 -17.79 0.34 0.32 0.42 6.45 4.89 3.62
-1.54
11.98
-13.35
9.35
0.00 1.88 1.13 1.03
Coffeehouse Bill Schultheis 7 60 40 0
3.55
5.51
5.87
7.40
0.13 03:00PM, Feb 27 2024 1.00 -1.41 12.59 12.71 10.29 9.73 0.28 0.43 0.57 0.76 -19.65 -19.65 -33.93 0.28 0.30 0.22 7.79 5.77 6.17
-1.41
11.65
-14.38
15.24
0.00 2.74 2.05 2.31
Family Taxable Portfolio Ted Aronson 11 70 30 0
5.15
5.89
6.20
7.37
0.13 03:00PM, Feb 27 2024 2.28 -1.29 13.26 14.04 11.61 11.65 0.39 0.42 0.53 0.63 -23.76 -23.76 -38.46 0.25 0.26 0.19 9.25 7.04 8.08
-1.29
14.12
-17.99
11.93
0.00 2.57 2.45 2.47
No Brainer Portfolio Bill Bernstein 4 75 25 0
7.89
7.42
6.84
7.35
0.23 03:00PM, Feb 27 2024 2.80 -0.87 11.87 13.97 11.66 11.75 0.67 0.53 0.59 0.63 -19.76 -19.76 -40.40 0.38 0.35 0.18 7.36 5.76 8.72
-0.87
15.77
-13.89
15.39
0.00 2.48 1.58 1.74
Aim comfortable trip Aim Ways 7 40 45 15
9.24
6.48
5.75
7.34
0.09 03:00PM, Feb 27 2024 0.67 -0.68 8.34 9.18 7.40 7.60 1.11 0.71 0.78 0.97 -15.56 -15.56 -20.15 0.42 0.37 0.36 4.79 3.60 3.76
-0.68
15.78
-10.58
7.29
0.00 2.77 1.38 2.12
Tilt Toward Value Time Inc 7 60 40 0
6.42
6.03
6.12
7.26
0.07 03:00PM, Feb 27 2024 1.47 -0.81 11.67 12.18 9.84 9.44 0.55 0.50 0.62 0.77 -20.45 -20.45 -34.63 0.30 0.30 0.21 7.89 5.81 6.36
-0.81
13.77
-15.72
13.78
0.00 3.01 1.99 2.43
Long Term Portfolio Ben Stein 6 80 20 0
7.08
7.21
6.72
7.23
0.23 03:00PM, Feb 27 2024 2.99 -1.17 12.44 14.35 11.93 12.44 0.57 0.50 0.56 0.58 -20.52 -20.52 -45.92 0.35 0.33 0.16 7.64 5.91 9.49
-1.17
16.03
-14.26
16.72
0.00 3.11 1.73 1.92
All Weather Portfolio Ray Dalio 5 30 55 15
3.23
4.99
5.03
7.22
-0.17 03:00PM, Feb 27 2024 -0.27 -0.52 12.20 10.18 8.29 7.43 0.26 0.49 0.61 0.97 -20.58 -20.58 -20.58 0.24 0.24 0.35 9.07 6.76 4.39
-0.52
9.94
-18.39
8.27
0.00 2.46 1.36 1.13
Five Asset Roger Gibson 6 60 20 20
3.56
7.22
5.52
7.20
0.23 03:00PM, Feb 27 2024 1.28 -0.91 11.41 13.45 11.09 11.29 0.31 0.54 0.50 0.64 -19.30 -19.30 -44.75 0.37 0.29 0.16 6.51 5.60 8.28
-0.91
10.78
-11.00
22.77
0.00 3.55 1.88 2.16
Perfect Portfolio Ben Stein 7 80 20 0
9.43
8.46
7.26
7.19
0.12 03:00PM, Feb 27 2024 3.44 -0.36 11.35 14.06 11.78 12.36 0.83 0.60 0.62 0.58 -18.62 -18.62 -44.81 0.45 0.39 0.16 6.22 5.17 10.46
-0.36
16.55
-11.28
16.52
0.00 3.09 1.87 1.92
Marc Faber Portfolio Marc Faber 6 50 25 25
3.83
6.19
5.64
7.16
0.01 03:00PM, Feb 27 2024 0.63 -1.70 11.74 11.74 9.77 9.67 0.33 0.53 0.58 0.74 -19.93 -19.93 -28.82 0.31 0.28 0.25 7.38 5.74 5.41
-1.70
12.80
-14.67
12.98
0.00 2.45 1.71 1.94
Gone Fishin' Portfolio Alexander Green 10 65 30 5
4.80
5.82
5.68
7.14
0.16 03:00PM, Feb 27 2024 2.06 -1.46 12.34 13.78 11.34 12.08 0.39 0.42 0.50 0.59 -21.98 -21.98 -43.02 0.26 0.26 0.17 8.33 6.41 8.28
-1.46
13.45
-15.58
11.58
0.00 2.80 2.48 2.60
Sheltered Sam 60/40 Bill Bernstein 12 58.2 40 1.8
4.88
6.09
5.72
7.14
0.13 03:00PM, Feb 27 2024 1.34 -0.74 10.01 11.25 9.22 9.25 0.49 0.54 0.62 0.77 -16.49 -16.49 -34.12 0.37 0.35 0.21 5.86 4.47 5.90
-0.74
10.82
-10.58
14.69
0.00 2.62 2.45 2.23
Edge Select Moderate Merrill Lynch 12 53 47 0
9.72
6.66
6.24
7.12
0.05 03:00PM, Feb 27 2024 1.74 -0.14 10.98 11.48 9.32 8.97 0.88 0.58 0.67 0.79 -20.56 -20.56 -29.58 0.32 0.30 0.24 7.56 5.62 6.00
-0.14
16.31
-16.06
9.66
0.00 2.86 1.86 1.77
Five Fold Scott Burns 5 60 40 0
5.40
5.48
5.66
7.12
0.05 03:00PM, Feb 27 2024 1.27 -1.17 11.40 12.18 9.92 9.76 0.47 0.45 0.57 0.73 -21.60 -21.60 -37.94 0.25 0.26 0.19 8.73 6.41 6.80
-1.17
13.15
-17.44
15.57
0.00 3.35 2.79 3.25
Pinwheel 8 65 25 10
4.01
5.91
5.59
7.06
0.16 03:00PM, Feb 27 2024 1.76 -1.71 11.71 12.29 10.15 10.51 0.34 0.48 0.55 0.67 -19.49 -19.49 -36.89 0.30 0.29 0.19 7.07 5.41 6.62
-1.71
13.21
-13.57
13.53
0.00 2.72 1.60 1.79
Margaritaville Scott Burns 3 67 33 0
8.68
7.32
6.30
7.05
0.10 03:00PM, Feb 27 2024 2.38 -0.06 11.06 12.98 10.73 10.83 0.78 0.56 0.59 0.65 -21.96 -21.96 -38.70 0.33 0.29 0.18 7.84 6.10 8.28
-0.06
15.17
-16.10
13.33
0.00 2.59 3.25 3.04
Simple and Cheap Time Inc 5 60 40 0
7.43
6.07
6.03
7.04
0.05 03:00PM, Feb 27 2024 1.65 -0.61 11.51 12.07 9.75 9.42 0.65 0.50 0.62 0.75 -21.27 -21.27 -34.84 0.29 0.28 0.20 8.26 6.07 6.66
-0.61
14.67
-16.81
12.62
0.00 3.07 2.00 2.43
Nano Portfolio John Wasik 5 60 40 0
5.35
5.75
5.55
7.03
0.06 03:00PM, Feb 27 2024 0.99 -0.84 11.78 12.41 10.05 9.68 0.45 0.46 0.55 0.73 -22.12 -22.12 -36.66 0.26 0.25 0.19 8.73 6.40 6.67
-0.84
12.98
-17.26
16.29
0.00 2.95 2.90 3.03
Robo Advisor 50 Betterment 10 49.9 50.1 0
5.96
4.65
5.01
7.01
0.05 03:00PM, Feb 27 2024 1.58 -0.71 10.44 11.35 9.14 9.31 0.57 0.41 0.55 0.75 -20.25 -20.25 -30.72 0.23 0.25 0.23 7.64 5.74 5.79
-0.71
12.47
-14.79
7.95
0.00 3.21 2.29 2.80
Gretchen Tai Portfolio Gretchen Tai 9 70 30 0
6.76
6.11
5.91
6.94
0.10 03:00PM, Feb 27 2024 2.26 -0.85 12.57 13.94 11.45 11.66 0.54 0.44 0.52 0.59 -23.59 -23.59 -41.80 0.26 0.25 0.17 8.84 6.79 8.94
-0.85
15.12
-17.30
12.15
0.00 2.97 2.43 2.69
Simple Money Portfolio Tim Maurer 7 60 40 0
4.63
4.97
4.85
6.93
0.17 03:00PM, Feb 27 2024 0.75 -0.93 10.65 11.63 9.43 9.13 0.43 0.43 0.51 0.76 -18.44 -18.44 -32.39 0.27 0.26 0.21 6.56 4.98 5.73
-0.93
11.54
-11.48
10.46
0.00 2.71 1.76 1.99
LifeStrategy Moderate Growth Vanguard 4 60 40 0
9.29
6.61
6.23
6.93
0.06 03:00PM, Feb 27 2024 2.11 -0.11 10.97 11.97 9.72 9.53 0.85 0.55 0.64 0.73 -20.84 -20.84 -33.52 0.32 0.30 0.21 7.69 5.74 7.19
-0.11
15.75
-15.97
10.43
0.00 2.94 1.88 2.33
PISI Portfolio Davide Pisicchio 4 30 60 10
6.76
5.33
5.09
6.90
-0.08 03:00PM, Feb 27 2024 -0.06 0.18 10.00 8.95 7.12 6.50 0.68 0.60 0.71 1.06 -18.36 -18.36 -18.36 0.29 0.28 0.38 7.29 5.30 3.57
0.18
11.85
-15.32
5.44
0.00 2.45 1.47 1.08
One-Decision Portfolio Marvin Appel 5 50 50 0
5.14
5.77
5.78
6.90
0.11 03:00PM, Feb 27 2024 0.92 -1.20 10.75 10.91 8.94 8.43 0.48 0.53 0.65 0.82 -16.74 -16.74 -31.96 0.34 0.35 0.22 6.64 4.90 5.57
-1.20
12.43
-13.18
16.51
0.00 3.73 1.90 1.66
Dynamic 60/40 Income 5 60 40 0
5.41
5.21
5.53
6.90
0.02 03:00PM, Feb 27 2024 0.97 -0.14 10.29 11.47 9.19 9.36 0.53 0.45 0.60 0.74 -18.21 -18.21 -41.44 0.29 0.30 0.17 7.97 5.80 6.71
-0.14
12.28
-15.89
15.27
0.00 4.20 2.82 2.81
Sandwich Portfolio Bob Clyatt 8 55 45 0
5.63
5.07
5.17
6.89
0.10 03:00PM, Feb 27 2024 1.25 -0.70 10.07 10.35 8.45 8.33 0.56 0.49 0.61 0.83 -19.10 -19.10 -28.96 0.27 0.27 0.24 7.39 5.44 5.28
-0.70
12.05
-14.72
9.88
0.00 2.54 1.48 1.55
Stocks/Bonds 40/60 2 40 60 0
8.88
6.04
5.83
6.88
0.01 03:00PM, Feb 27 2024 0.96 0.35 9.92 9.87 7.78 7.01 0.90 0.61 0.75 0.98 -18.63 -18.63 -19.17 0.32 0.31 0.36 7.42 5.36 4.26
0.35
13.67
-15.67
9.15
0.00 2.49 1.87 1.84
Dynamic 40/60 Income 5 40 60 0
7.23
4.27
4.66
6.87
-0.02 03:00PM, Feb 27 2024 0.99 0.63 8.34 10.03 7.81 8.12 0.87 0.43 0.60 0.85 -17.33 -17.33 -29.84 0.25 0.27 0.23 7.23 5.23 4.90
0.63
11.97
-14.37
6.72
0.00 4.28 3.06 2.85
Coward's Portfolio Bill Bernstein 9 60 40 0
5.38
5.91
5.69
6.84
0.16 03:00PM, Feb 27 2024 1.79 -0.85 9.90 10.99 9.11 9.12 0.54 0.54 0.63 0.75 -15.87 -15.87 -32.68 0.37 0.36 0.21 5.83 4.46 5.85
-0.85
11.70
-10.59
13.60
0.00 2.63 1.61 1.49
Ivy Portfolio Mebane Faber 5 60 20 20
4.31
6.95
4.87
6.78
0.24 03:00PM, Feb 27 2024 1.68 -0.27 11.39 14.06 11.58 11.58 0.38 0.49 0.42 0.59 -21.77 -21.77 -47.39 0.32 0.22 0.14 7.15 6.58 9.26
-0.27
10.72
-10.08
22.27
0.00 2.56 1.79 2.07
Simplified Permanent Portfolio 3 25 50 25
6.19
5.77
4.94
6.77
-0.09 03:00PM, Feb 27 2024 -0.14 -0.04 9.56 8.65 7.22 6.90 0.65 0.67 0.68 0.98 -16.43 -16.43 -16.43 0.35 0.30 0.41 5.94 4.54 3.25
-0.04
11.51
-12.67
3.72
0.00 1.94 1.14 0.78
Big Rocks Portfolio Larry Swedroe 11 60 40 0
4.31
5.31
5.22
6.77
0.20 03:00PM, Feb 27 2024 1.42 -1.16 10.16 11.22 9.26 9.18 0.42 0.47 0.56 0.74 -15.71 -15.71 -33.80 0.34 0.33 0.20 6.00 4.58 5.97
-1.16
11.05
-10.13
13.59
0.00 2.80 1.75 1.65
Global Market Portfolio Credit Suisse 8 45 55 0
4.97
4.29
5.02
6.75
-0.10 03:00PM, Feb 27 2024 0.69 -0.93 12.34 11.31 9.07 8.31 0.40 0.38 0.55 0.81 -23.10 -23.10 -25.90 0.19 0.22 0.26 9.66 7.08 5.57
-0.93
12.57
-19.25
7.49
0.00 3.47 2.08 2.43
Ultimate Buy&Hold FundAdvice 12 60 40 0
3.56
4.47
4.60
6.71
0.16 03:00PM, Feb 27 2024 0.99 -1.19 10.68 11.40 9.33 9.30 0.33 0.39 0.49 0.72 -18.44 -18.44 -34.23 0.24 0.25 0.20 7.00 5.31 6.09
-1.19
10.81
-12.51
11.49
0.00 2.85 2.37 2.22
GAA Global Asset Allocation Mebane Faber 10 40.5 49.5 10
5.20
5.03
4.81
6.69
-0.05 03:00PM, Feb 27 2024 0.58 -0.58 11.44 10.91 8.75 8.07 0.45 0.46 0.55 0.83 -20.65 -20.65 -24.91 0.24 0.23 0.27 8.04 6.01 4.98
-0.58
12.13
-16.44
8.69
0.00 3.11 1.84 2.20
European Stocks 1 100 0 0
8.38
7.68
4.73
6.68
0.12 02:59PM, Feb 27 2024 2.82 -1.23 15.62 20.29 16.95 17.89 0.54 0.38 0.28 0.37 -30.98 -30.98 -59.77 0.25 0.15 0.11 10.59 10.63 18.65
-1.23
20.21
-16.00
16.88
0.00 3.70 2.67 3.49
Sheltered Sam 50/50 Bill Bernstein 12 48.5 50 1.5
4.54
5.38
5.02
6.65
0.10 03:00PM, Feb 27 2024 0.95 -0.56 8.78 9.65 7.88 7.84 0.52 0.56 0.64 0.85 -15.17 -15.17 -28.23 0.35 0.33 0.24 5.35 4.04 4.71
-0.56
9.63
-10.08
12.55
0.00 2.62 2.56 2.18
Ideal Index Frank Armstrong 7 70 30 0
4.34
5.69
5.48
6.60
0.16 03:00PM, Feb 27 2024 2.04 -1.30 11.32 12.57 10.42 10.68 0.38 0.45 0.53 0.62 -18.25 -18.25 -40.11 0.31 0.30 0.16 6.91 5.34 7.58
-1.30
12.04
-11.91
13.98
0.00 2.95 1.88 1.94
Four Square Scott Burns 4 50 50 0
7.86
5.64
5.30
6.56
0.03 03:00PM, Feb 27 2024 1.57 -0.20 9.49 10.58 8.58 8.45 0.83 0.53 0.62 0.78 -19.67 -19.67 -29.95 0.29 0.27 0.22 7.26 5.44 5.68
-0.20
13.49
-15.24
9.33
0.00 3.12 2.78 3.18
Ulcer Free Strategy Aim Ways 5 7 82 11
6.53
4.33
4.38
6.56
-0.07 03:00PM, Feb 27 2024 -0.76 -0.40 7.97 7.42 5.95 5.52 0.82 0.58 0.74 1.19 -17.05 -17.05 -17.05 0.25 0.26 0.38 7.33 5.29 3.53
-0.40
11.49
-14.78
-0.14
0.00 2.97 1.27 1.79
Desert Portfolio Gyroscopic Investing 3 30 60 10
7.84
5.58
4.89
6.50
0.00 03:00PM, Feb 27 2024 0.42 0.38 7.75 7.26 5.81 5.52 1.01 0.77 0.84 1.18 -14.72 -14.72 -14.72 0.38 0.33 0.44 5.31 3.85 2.74
0.38
11.64
-11.64
5.76
0.00 1.90 1.14 0.88
7Twelve Portfolio Craig Israelsen 9 50 33.3 16.7
3.37
5.80
4.09
6.48
0.25 03:00PM, Feb 27 2024 1.57 -0.30 9.60 11.59 9.64 9.79 0.35 0.50 0.42 0.66 -17.90 -17.90 -37.96 0.32 0.23 0.17 5.64 5.59 7.09
-0.30
8.77
-7.91
16.41
0.00 2.29 1.32 1.33
Edge Select Moderately Conservative Merrill Lynch 12 37 63 0
8.20
5.12
5.05
6.45
-0.01 03:00PM, Feb 27 2024 0.78 -0.08 9.71 9.42 7.49 6.87 0.84 0.54 0.67 0.94 -18.53 -18.53 -20.48 0.28 0.27 0.32 7.04 5.13 4.17
-0.08
13.70
-14.91
6.44
0.00 3.12 1.88 1.84
High Yield Bonds Income 4 0 100 0
5.70
2.13
3.20
6.44
-0.05 03:00PM, Feb 27 2024 -0.62 -0.42 9.98 11.13 8.77 8.83 0.57 0.19 0.36 0.73 -21.84 -21.84 -23.97 0.10 0.15 0.27 9.46 6.97 5.15
-0.42
11.21
-16.88
0.88
0.00 5.58 4.25 3.76
Rob Arnott Portfolio Rob Arnott 8 30 60 10
2.97
4.30
4.09
6.42
-0.02 03:00PM, Feb 27 2024 -0.31 -0.76 10.22 9.68 7.77 7.24 0.29 0.44 0.53 0.89 -17.86 -17.86 -24.27 0.24 0.23 0.26 7.34 5.47 4.66
-0.76
9.08
-14.81
11.04
0.00 3.75 2.31 2.57
Permanent Portfolio Harry Browne 4 25 50 25
5.52
5.78
5.06
6.39
-0.13 03:00PM, Feb 27 2024 0.40 -0.53 9.56 8.60 7.29 6.60 0.58 0.67 0.69 0.97 -15.92 -15.92 -15.92 0.36 0.32 0.40 5.89 4.70 3.22
-0.53
11.55
-12.53
4.21
0.00 2.49 1.13 0.73
Andrew Tobias Portfolio Andrew Tobias 3 66.7 33.3 0
10.37
7.35
6.04
6.36
0.14 03:00PM, Feb 27 2024 2.56 0.33 9.84 11.76 9.78 9.95 1.05 0.62 0.62 0.64 -18.85 -18.85 -36.42 0.39 0.32 0.17 6.33 4.97 8.58
0.33
16.14
-12.58
12.14
0.00 2.70 1.61 1.80
Lifepath Fund iShares 6 40.4 59.6 0
6.59
5.01
4.87
6.34
0.00 03:00PM, Feb 27 2024 0.70 -0.08 9.78 9.66 7.65 7.02 0.67 0.52 0.64 0.90 -18.92 -18.92 -21.23 0.27 0.26 0.30 7.39 5.39 4.35
-0.08
11.93
-15.14
8.05
0.00 2.69 2.36 2.31
All Country World 80/20 4 80 20 0
11.47
8.30
7.31
6.30
0.09 02:59PM, Feb 27 2024 3.30 -0.09 12.56 15.04 12.42 12.76 0.91 0.55 0.59 0.49 -23.52 -23.52 -47.32 0.35 0.31 0.13 8.51 6.64 12.53
-0.09
19.08
-17.17
14.21
0.00 2.77 1.86 2.27
All Country World Stocks 1 100 0 0
13.36
10.13
8.55
6.23
0.15 02:59PM, Feb 27 2024 4.40 0.00 14.02 17.76 14.85 15.62 0.95 0.57 0.58 0.40 -25.52 -25.52 -57.06 0.40 0.33 0.11 9.14 7.38 17.97
0.00
22.02
-18.01
18.27
0.00 2.51 1.78 2.13
All Country World 60/40 4 60 40 0
9.55
6.44
6.03
6.21
0.03 02:59PM, Feb 27 2024 2.19 -0.19 11.11 12.45 10.09 10.07 0.86 0.52 0.60 0.62 -21.52 -21.52 -36.70 0.30 0.28 0.17 7.98 6.02 8.09
-0.19
16.14
-16.34
10.14
0.00 3.03 1.94 2.41
LifeStrategy Conservative Growth Vanguard 4 40 60 0
7.23
4.70
4.78
6.19
-0.01 03:00PM, Feb 27 2024 0.92 -0.17 9.52 9.42 7.45 6.90 0.76 0.50 0.64 0.90 -18.57 -18.57 -21.90 0.25 0.26 0.28 7.22 5.26 4.44
-0.17
12.64
-14.98
6.29
0.00 3.11 1.90 2.39
Sheltered Sam 40/60 Bill Bernstein 12 38.8 60 1.2
4.19
4.67
4.30
6.13
0.07 03:00PM, Feb 27 2024 0.56 -0.38 7.56 8.09 6.57 6.48 0.55 0.58 0.65 0.95 -13.86 -13.86 -22.05 0.34 0.31 0.28 4.89 3.66 3.66
-0.38
8.44
-9.58
10.41
0.00 2.62 2.67 2.12
Stocks/Bonds 20/80 Momentum 2 20 80 0
4.55
2.84
3.80
6.09
-0.09 02:59PM, Feb 27 2024 0.44 0.99 8.66 7.52 5.88 4.97 0.53 0.38 0.65 1.22 -17.91 -17.91 -17.91 0.16 0.21 0.34 8.56 6.13 3.79
0.99
6.16
-14.14
1.18
0.00 2.65 2.07 1.77
All Country World 40/60 4 40 60 0
7.60
4.54
4.71
5.97
-0.03 02:59PM, Feb 27 2024 1.09 -0.28 9.69 10.05 7.95 7.63 0.79 0.45 0.59 0.78 -19.52 -19.52 -25.16 0.23 0.24 0.24 7.59 5.56 4.98
-0.28
13.20
-15.50
6.07
0.00 3.29 2.02 2.55
Paul Boyer Portfolio Paul Boyer 5 25 50 25
0.01
3.10
3.39
5.92
-0.09 03:00PM, Feb 27 2024 0.01 -1.89 10.42 8.84 7.68 7.50 0.00 0.35 0.44 0.79 -18.04 -18.04 -18.04 0.17 0.19 0.33 7.21 5.74 4.05
-1.89
7.92
-13.57
0.51
0.00 2.04 1.15 0.90
Larry Portfolio Larry Swedroe 4 30 70 0
1.17
2.02
2.66
5.73
0.09 03:00PM, Feb 27 2024 -0.42 -1.07 8.23 7.07 5.69 5.59 0.14 0.29 0.47 1.03 -15.96 -15.96 -15.96 0.13 0.17 0.36 6.77 4.91 3.35
-1.07
6.94
-11.20
3.41
0.00 2.34 1.50 1.20
All Country World 20/80 4 20 80 0
5.63
2.61
3.36
5.61
-0.09 02:59PM, Feb 27 2024 -0.01 -0.38 8.33 7.95 6.13 5.65 0.68 0.33 0.55 0.99 -17.97 -17.97 -17.97 0.15 0.19 0.31 7.63 5.48 3.77
-0.38
10.25
-14.66
2.00
0.00 3.55 2.09 2.69
Stocks/Bonds 20/80 2 20 80 0
5.38
3.45
3.72
5.59
-0.06 03:00PM, Feb 27 2024 -0.39 0.09 8.70 7.62 5.84 4.93 0.62 0.45 0.64 1.13 -16.57 -16.57 -16.57 0.21 0.22 0.34 7.14 5.11 3.21
0.09
9.54
-14.39
3.64
0.00 2.72 2.05 1.95
Sheltered Sam 30/70 Bill Bernstein 12 29.1 70 0.9
3.82
3.94
3.58
5.58
0.04 03:00PM, Feb 27 2024 0.18 -0.21 6.39 6.61 5.32 5.23 0.60 0.60 0.67 1.07 -12.55 -12.55 -16.58 0.31 0.28 0.34 4.51 3.33 2.91
-0.21
7.25
-9.07
8.27
0.00 2.62 2.77 2.07
Gold 1 0 0 100
5.04
8.60
4.61
5.48
-0.09 02:59PM, Feb 27 2024 -0.23 -1.42 13.79 14.39 14.12 15.44 0.37 0.60 0.33 0.36 -18.08 -20.76 -42.91 0.48 0.22 0.13 6.98 8.35 20.47
-1.42
12.69
-0.77
-4.15
0.00 0.00 0.00 0.00
LifeStrategy Income Fund Vanguard 4 20 80 0
5.13
2.74
3.29
5.33
-0.08 03:00PM, Feb 27 2024 -0.27 -0.23 8.16 7.26 5.58 4.80 0.63 0.38 0.59 1.11 -16.61 -16.61 -16.61 0.16 0.20 0.32 7.09 5.08 3.32
-0.23
9.53
-14.00
2.15
0.00 3.29 1.93 2.45
Dimensional Retirement Income Fund DFA 7 20.4 79.6 0
5.50
4.21
3.45
5.33
-0.06 Feb 26 2024 0.22 0.43 5.40 6.05 4.85 4.79 1.02 0.70 0.71 1.11 -12.16 -12.16 -12.91 0.35 0.28 0.41 4.27 3.16 2.62
0.43
7.92
-9.39
7.04
0.07 3.64 4.29 3.41
Developed World ex-US 60/40 2 60 40 0
6.49
4.30
4.02
5.22
0.00 02:59PM, Feb 27 2024 1.48 -0.89 10.73 12.10 9.89 10.17 0.60 0.36 0.41 0.51 -22.40 -22.40 -37.49 0.19 0.18 0.14 7.97 6.26 8.53
-0.89
14.28
-14.32
6.09
0.00 4.05 1.98 3.50
Developed World ex-US 40/60 2 40 60 0
6.22
3.09
3.47
5.18
-0.05 02:59PM, Feb 27 2024 0.72 -0.79 8.83 9.30 7.42 7.41 0.70 0.33 0.47 0.70 -19.57 -19.57 -26.17 0.16 0.18 0.20 7.32 5.42 5.13
-0.79
12.45
-13.80
3.30
0.00 4.26 1.75 3.51
Eliminate Fat Tails Larry Swedroe 4 30 70 0
1.88
2.87
2.94
5.14
0.11 03:00PM, Feb 27 2024 0.87 -1.00 6.77 6.98 5.87 6.33 0.28 0.41 0.50 0.81 -12.62 -12.62 -18.42 0.23 0.23 0.28 4.90 3.85 3.57
-1.00
6.63
-9.61
5.40
0.00 3.19 3.01 2.12
All Country World Bonds 3 0 100 0
3.62
0.64
1.97
5.12
-0.15 02:59PM, Feb 27 2024 -1.12 -0.47 7.13 6.43 4.99 4.64 0.51 0.10 0.39 1.10 -17.60 -17.60 -17.60 0.04 0.11 0.29 8.37 6.00 3.79
-0.47
7.31
-13.82
-2.06
0.00 3.81 2.17 2.83
Edge Select Conservative Merrill Lynch 12 21 79 0
5.76
3.37
3.43
5.11
-0.03 03:00PM, Feb 27 2024 0.12 -0.02 6.65 6.04 4.73 4.28 0.87 0.56 0.73 1.19 -12.44 -12.44 -12.44 0.27 0.28 0.41 4.57 3.30 2.39
-0.02
9.20
-9.59
3.46
0.00 3.69 1.77 1.51
Developed World ex-US 80/20 2 80 20 0
6.75
5.49
4.52
5.11
0.06 02:59PM, Feb 27 2024 2.24 -0.99 12.70 15.14 12.57 13.24 0.53 0.36 0.36 0.39 -25.24 -25.24 -47.74 0.22 0.18 0.11 8.79 7.48 13.11
-0.99
16.11
-14.84
8.88
0.00 3.85 2.20 3.48
Sheltered Sam 20/80 Bill Bernstein 12 19.4 80 0.6
3.46
3.20
2.84
5.02
0.01 03:00PM, Feb 27 2024 -0.21 -0.03 5.28 5.24 4.18 4.15 0.65 0.61 0.68 1.21 -11.24 -11.24 -11.24 0.29 0.25 0.45 4.20 3.06 2.34
-0.03
6.07
-8.57
6.12
0.00 2.62 2.88 2.02
Developed World ex-US 20/80 2 20 80 0
5.94
1.85
2.86
5.00
-0.11 02:59PM, Feb 27 2024 -0.03 -0.69 7.06 6.93 5.36 5.26 0.84 0.27 0.53 0.95 -16.80 -16.80 -16.80 0.11 0.17 0.30 6.94 4.98 3.83
-0.69
10.62
-13.28
0.51
0.00 4.46 1.53 3.53
Robo Advisor 20 Betterment 12 19.9 80.1 0
4.57
2.61
2.73
4.95
0.00 03:00PM, Feb 27 2024 0.24 -0.16 5.63 5.33 4.21 4.18 0.81 0.49 0.65 1.19 -12.16 -12.16 -12.16 0.21 0.22 0.41 4.67 3.39 2.41
-0.16
7.68
-9.10
2.61
0.00 3.04 1.78 1.60
US Inflation Protection 1 0 100 0
1.51
2.41
1.92
4.90
-0.09 03:00PM, Feb 27 2024 -1.64 0.33 5.60 6.34 5.15 6.05 0.27 0.38 0.37 0.81 -14.76 -14.76 -14.76 0.16 0.13 0.33 6.79 4.98 4.17
0.33
3.27
-13.10
5.67
0.00 2.24 5.89 4.41
Developed World ex-US Stocks 1 100 0 0
7.00
6.66
4.96
4.84
0.12 02:59PM, Feb 27 2024 3.00 -1.09 14.69 18.35 15.39 16.50 0.48 0.36 0.32 0.29 -28.08 -28.08 -57.00 0.24 0.18 0.08 9.75 9.15 18.42
-1.09
17.94
-15.36
11.67
0.00 3.65 2.42 3.46
Total Bond Developed World ex-US 1 0 100 0
5.65
0.60
2.20
4.69
-0.17 02:59PM, Feb 27 2024 -0.79 -0.59 5.64 5.44 4.26 4.59 1.00 0.11 0.52 1.02 -14.88 -14.88 -14.88 0.04 0.15 0.31 7.30 5.24 3.76
-0.59
8.79
-12.76
-2.28
0.00 4.66 1.31 3.55
10-year Treasury 1 0 100 0
0.13
0.08
1.28
4.66
-0.25 02:59PM, Feb 27 2024 -2.66 0.07 8.85 7.66 6.42 6.83 0.02 0.01 0.20 0.68 -23.18 -23.18 -23.18 0.00 0.06 0.20 11.23 8.42 5.66
0.07
3.64
-15.19
-3.33
0.00 2.97 1.61 0.80
Sheltered Sam 10/90 Bill Bernstein 12 9.7 90 0.3
3.08
2.45
2.10
4.42
-0.01 03:00PM, Feb 27 2024 -0.60 0.15 4.30 4.09 3.24 3.40 0.72 0.60 0.65 1.30 -9.93 -9.93 -9.93 0.25 0.21 0.45 3.94 2.84 2.00
0.15
4.88
-8.07
3.98
0.00 2.62 2.99 1.97
Conservative Income Charles Schwab 6 5 95 0
2.86
1.81
2.03
4.29
-0.07 03:00PM, Feb 27 2024 -0.92 -0.17 5.62 4.97 3.94 3.64 0.51 0.36 0.52 1.18 -11.50 -11.50 -11.50 0.16 0.18 0.37 5.02 3.64 2.42
-0.17
5.79
-9.97
2.43
0.00 3.69 2.82 2.26
Total Bond US 1 0 100 0
1.86
0.79
1.57
4.18
-0.14 02:59PM, Feb 27 2024 -1.73 -0.16 7.69 6.27 4.90 4.24 0.24 0.13 0.32 0.98 -17.28 -17.28 -17.28 0.05 0.09 0.24 8.23 5.93 3.63
-0.16
5.41
-13.11
-1.86
0.00 2.95 2.23 2.06
Robo Advisor 10 Betterment 12 9.9 90.1 0
4.09
1.92
1.87
4.05
-0.01 03:00PM, Feb 27 2024 -0.19 0.08 3.91 3.32 2.57 2.56 1.05 0.58 0.73 1.58 -8.91 -8.91 -8.91 0.21 0.21 0.45 3.52 2.52 1.58
0.08
5.92
-6.66
0.88
0.00 2.92 1.52 1.05
Sheltered Sam 0/100 Bill Bernstein 2 0 100 0
2.69
1.69
1.34
3.80
-0.04 03:00PM, Feb 27 2024 -0.99 0.32 3.57 3.35 2.70 3.21 0.75 0.50 0.50 1.19 -8.61 -8.61 -8.61 0.20 0.16 0.44 3.74 2.71 1.96
0.32
3.69
-7.57
1.84
0.00 2.62 3.10 1.92
Emerging Markets Stocks 1 100 0 0
-4.65
-0.02
2.27
3.80
0.26 03:00PM, Feb 27 2024 5.56 -4.53 16.96 18.82 17.28 22.67 -0.27 0.00 0.13 0.17 -36.52 -36.52 -60.44 0.00 0.06 0.06 17.30 16.78 22.33
-4.53
8.99
-20.56
-3.61
0.00 2.81 1.95 1.89
Robo Advisor 0 Betterment 2 0 100 0
3.58
1.19
1.00
3.11
-0.01 02:59PM, Feb 27 2024 -0.62 0.31 2.59 2.04 1.58 1.83 1.38 0.58 0.63 1.70 -5.86 -5.86 -5.86 0.20 0.17 0.53 2.46 1.77 1.08
0.31
4.15
-4.20
-0.79
0.00 2.80 1.27 0.49
Short Term Treasury 1 0 100 0
3.50
1.13
0.91
3.01
-0.01 02:59PM, Feb 27 2024 -0.56 0.32 2.44 1.91 1.48 1.81 1.43 0.59 0.62 1.66 -5.36 -5.36 -5.36 0.21 0.17 0.56 2.26 1.62 1.00
0.32
3.97
-3.88
-0.72
0.00 2.87 1.24 0.26
US Cash 1 0 100 0
5.09
1.77
1.13
2.26
0.02 02:59PM, Feb 27 2024 0.39 0.43 0.15 0.57 0.47 0.64 33.93 3.12 2.42 3.55 -0.16 -0.22 -0.42 10.75 5.19 5.36 0.06 0.08 0.12
0.43
4.94
1.40
-0.10
0.00 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 Jan 2024. Current inflation (annualized) is 1Y: 3.11% , 5Y: 4.16% , 10Y: 2.79% , 30Y: 2.53%
Portfolio returns are updated to 31 January 2024.
Live Feb 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 January 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 January 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2024. 2024: 0.31%, 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 (%) - Jan 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) Feb 2024 Jan 2024 1Y 3Y 5Y 1Y 3Y 5Y 3Y 5Y 3Y 5Y 3Y 5Y 2024 2023 2022 2021 2024 2023 2022 2021
Cape US Sector Value Robert Shiller 1 100 0 0
14.83
11.23
14.62
0.41 02:27PM, Feb 27 2024 3.16 -1.09 14.74 18.49 18.87 1.01 0.61 0.77 -20.07 -21.00 0.56 0.70 7.47 6.85
-1.09
27.65
-15.62
27.80
0.00 1.28 0.44 0.00
US Stocks ESG 1 100 0 0
22.85
8.51
14.40
0.24 02:59PM, Feb 27 2024 5.16 1.35 14.59 18.31 18.92 1.57 0.46 0.76 -27.79 -27.79 0.31 0.52 13.16 10.72
1.35
30.80
-24.04
26.20
0.00 1.51 1.07 0.85
Stocks/Bonds 60/40 2x Leveraged 2 60 40 0
18.50
4.60
11.96
-0.07 02:59PM, Feb 27 2024 3.01 1.67 22.70 25.52 23.45 0.81 0.18 0.51 -39.53 -39.53 0.12 0.30 21.94 17.39
1.67
28.05
-35.46
33.12
0.00 1.53 0.31 0.18
US Stocks Equal Weight 1 100 0 0
4.94
9.14
11.27
0.22 02:59PM, Feb 27 2024 3.36 -0.85 16.71 18.20 20.19 0.30 0.50 0.56 -20.69 -26.65 0.44 0.42 7.95 7.93
-0.85
13.70
-11.62
29.41
0.00 1.84 1.59 1.64
Stocks/Bonds 60/40 with Bitcoin 3 59 39 2
14.24
4.89
10.39
0.19 03:00PM, Feb 27 2024 2.93 0.60 11.27 13.17 13.26 1.26 0.37 0.78 -21.45 -21.45 0.23 0.48 10.05 8.06
0.60
20.55
-17.90
15.60
0.00 2.21 1.65 1.69
Stocks/Bonds 60/40 ESG 2 60 40 0
14.59
4.08
9.15
0.07 02:59PM, Feb 27 2024 2.43 0.67 11.64 13.20 12.64 1.25 0.31 0.72 -22.44 -22.44 0.18 0.41 11.12 8.82
0.67
20.65
-19.58
14.84
0.00 2.14 1.62 1.30
Developed World ex-US Stocks Momentum 1 100 0 0
11.54
1.70
8.20
-0.03 02:59PM, Feb 27 2024 5.43 3.06 13.44 16.07 15.81 0.86 0.11 0.52 -28.57 -28.57 0.06 0.29 12.09 9.80
3.06
13.91
-16.80
6.60
0.00 2.56 2.19 5.51
Stocks/Bonds 40/60 with Bitcoin 3 39 59 2
10.80
2.48
7.88
0.12 03:00PM, Feb 27 2024 1.59 0.34 10.01 10.98 10.59 1.08 0.23 0.74 -19.39 -19.39 0.13 0.41 9.62 7.59
0.34
16.42
-16.62
10.09
0.00 2.44 1.83 1.80
Golden Butterfly with Bitcoin 6 40 40 20
5.40
2.17
7.84
0.15 03:00PM, Feb 27 2024 1.21 -1.50 11.61 11.45 11.01 0.47 0.19 0.71 -18.74 -18.74 0.12 0.42 8.55 6.76
-1.50
14.80
-14.60
10.61
0.00 1.88 1.13 1.03
Permanent Portfolio with Bitcoin Harry Browne 5 25 50 25
7.54
1.64
7.60
-0.03 03:00PM, Feb 27 2024 1.07 -0.50 9.91 9.73 9.30 0.76 0.17 0.82 -16.88 -16.88 0.10 0.45 7.88 6.18
-0.50
14.36
-13.79
5.47
0.00 2.49 1.13 0.73
Desert Portfolio with Bitcoin Gyroscopic Investing 4 30 60 10
9.90
2.41
7.42
0.11 03:00PM, Feb 27 2024 1.09 0.41 8.04 8.63 8.13 1.23 0.28 0.91 -15.73 -15.73 0.15 0.47 7.25 5.69
0.41
14.46
-12.90
7.03
0.00 1.90 1.14 0.88
Stocks/Bonds 40/60 2x Leveraged 2 40 60 0
10.63
-0.87
7.34
-0.23 02:59PM, Feb 27 2024 -0.18 1.26 20.58 21.61 18.47 0.52 -0.04 0.40 -36.46 -36.46 -0.02 0.20 21.82 17.06
1.26
18.74
-33.70
19.46
0.00 2.16 0.32 0.18
Simplified Permanent Portfolio 2x Leveraged 3 25 50 25
6.01
-1.77
7.05
-0.28 02:59PM, Feb 27 2024 -1.23 -0.06 19.03 19.02 16.93 0.32 -0.09 0.42 -31.96 -31.96 -0.06 0.22 17.36 13.67
-0.06
15.62
-26.74
8.10
0.00 1.78 0.24 0.14
All Weather Portfolio 2x Leveraged Ray Dalio 5 37.5 55 7.5
-0.86
-0.98
6.93
-0.72 02:59PM, Feb 27 2024 -0.85 -1.87 25.45 25.24 21.65 -0.03 -0.04 0.32 -37.02 -37.02 -0.03 0.19 19.97 15.71
-1.87
12.72
-29.60
19.72
0.00 1.97 0.42 0.32
Golden Butterfly 2x Leveraged 4 40 40 20
3.31
-1.45
6.79
0.07 02:59PM, Feb 27 2024 0.21 -1.83 20.51 21.01 19.11 0.16 -0.07 0.36 -34.50 -34.50 -0.04 0.20 18.97 14.94
-1.83
16.76
-28.62
16.84
0.00 1.63 0.25 0.11
All Weather Portfolio with Bitcoin Ray Dalio 6 30 55 15
5.34
-0.15
6.73
-0.07 03:00PM, Feb 27 2024 0.40 -0.52 12.47 12.17 10.91 0.43 -0.01 0.62 -21.81 -21.81 -0.01 0.31 12.13 9.47
-0.52
12.94
-19.84
9.08
0.00 2.42 1.35 1.13
Talmud Portfolio 2x Leveraged Roger Gibson 3 66.7 33.3 0
3.25
1.67
6.51
0.09 02:59PM, Feb 27 2024 1.20 -2.46 26.58 28.90 26.04 0.12 0.06 0.25 -44.36 -44.36 0.04 0.15 26.79 21.55
-2.46
19.47
-39.60
46.68
0.00 1.72 0.42 0.24
Ark Tech Portfolio Cathie Wood 4 100 0 0
12.02
-24.93
6.41
2.49 03:00PM, Feb 27 2024 11.62 -11.01 39.79 37.49 37.85 0.30 -0.67 0.17 -69.47 -69.47 -0.36 0.09 49.16 38.40
-11.01
55.71
-58.78
-18.06
0.00 0.29 0.00 1.03
Stocks/Bonds 40/60 ESG 2 40 60 0
10.40
1.68
6.38
-0.01 02:59PM, Feb 27 2024 1.06 0.33 10.16 10.84 9.81 1.02 0.15 0.65 -19.76 -19.76 0.08 0.32 10.22 8.02
0.33
15.57
-17.35
9.16
0.00 2.46 1.89 1.53
Desert Portfolio 2x Leveraged Gyroscopic Investing 3 30 60 10
7.19
-2.32
6.29
-0.28 02:59PM, Feb 27 2024 -1.24 0.65 19.31 19.56 16.71 0.37 -0.12 0.38 -34.04 -34.04 -0.07 0.18 20.02 15.65
0.65
15.63
-30.56
12.18
0.00 2.13 0.29 0.17
Developed World ex-US 60/40 Momentum 2 60 40 0
9.18
0.07
5.23
-0.09 02:59PM, Feb 27 2024 2.94 1.60 9.65 11.25 10.77 0.95 0.01 0.49 -22.23 -22.23 0.00 0.24 10.13 8.08
1.60
11.86
-15.18
3.05
0.00 3.40 1.84 4.73
Developed World ex-US 40/60 Momentum 2 40 60 0
8.00
-0.77
3.71
-0.11 02:59PM, Feb 27 2024 1.70 0.87 7.95 9.11 8.50 1.01 -0.08 0.44 -19.40 -19.40 -0.04 0.19 9.50 7.50
0.87
10.84
-14.37
1.27
0.00 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.