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 29 February 2024
Live Update at Mar 02 2024, 11:58AM Eastern Time
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2024. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Current inflation (annualized) is 1Y: 2.71% , 5Y: 4.10% , 10Y: 2.77% , 30Y: 2.52%
Portfolio returns are updated to 29 February 2024.
Live Mar 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 29 February 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 29 February 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2024. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 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 (%) - Feb 29, 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) Mar 2024 Feb 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
50.57
21.24
18.10
13.98
1.51 Mar 01 2024 1.51 5.28 16.29 21.69 18.36 24.02 3.10 0.98 0.99 0.58 -32.58 -32.58 -81.08 0.65 0.56 0.17 12.56 9.41 39.58
7.20
54.85
-32.58
27.42
0.00 0.95 0.54 0.54
US Stocks Momentum 1 100 0 0
32.84
12.02
12.68
12.68
2.34 Mar 01 2024 2.34 10.00 16.40 18.90 15.71 15.38 2.00 0.64 0.81 0.82 -30.16 -30.16 -53.85 0.40 0.42 0.24 14.40 10.57 16.18
16.14
9.16
-18.26
13.37
0.00 1.46 1.45 0.62
US Stocks Quality 1 100 0 0
36.83
14.82
12.77
11.77
1.31 Mar 01 2024 1.31 6.50 12.88 18.90 15.43 15.08 2.86 0.78 0.83 0.78 -27.78 -27.78 -46.25 0.53 0.46 0.25 9.55 7.15 13.77
8.93
30.89
-20.49
26.93
0.00 1.59 1.25 1.51
Stocks/Bonds 80/20 Momentum 2 80 20 0
26.62
9.80
10.50
11.32
1.96 Mar 01 2024 1.96 7.82 13.86 15.68 12.97 12.42 1.92 0.62 0.81 0.91 -27.23 -27.23 -43.61 0.36 0.39 0.26 12.97 9.46 11.97
12.61
8.41
-17.23
10.32
0.06 1.76 1.61 0.91
US Stocks 1 100 0 0
28.61
13.82
11.96
10.22
0.92 Mar 01 2024 0.92 5.30 13.76 18.69 15.49 15.55 2.08 0.74 0.77 0.66 -24.81 -24.81 -50.84 0.56 0.48 0.20 9.13 6.94 14.31
6.48
26.05
-19.51
25.67
0.00 1.80 1.33 1.51
US Stocks Value 1 100 0 0
20.53
12.23
10.17
9.96
0.44 Mar 01 2024 0.44 2.83 14.30 18.65 15.48 15.37 1.44 0.66 0.66 0.65 -26.06 -26.06 -55.41 0.47 0.39 0.18 7.18 5.82 13.15
2.94
21.75
-5.39
25.21
0.00 2.11 2.07 2.32
Warren Buffett Portfolio Warren Buffett 2 90 10 0
28.34
13.39
11.45
9.85
0.84 Mar 01 2024 0.84 4.68 12.05 16.54 13.68 13.66 2.35 0.81 0.84 0.72 -23.08 -23.08 -45.52 0.58 0.50 0.22 8.34 6.29 12.59
6.38
24.87
-18.29
24.59
0.03 1.89 1.31 1.38
Stocks/Bonds 60/40 Momentum 2 60 40 0
20.57
7.54
8.28
9.77
1.57 Mar 01 2024 1.57 5.60 11.47 12.62 10.33 9.60 1.79 0.60 0.80 1.02 -24.21 -24.21 -32.52 0.31 0.34 0.30 11.53 8.34 8.22
9.07
7.66
-16.20
7.27
0.12 2.06 1.76 1.20
US Stocks Minimum Volatility 1 100 0 0
17.47
9.15
10.62
9.77
0.49 Mar 01 2024 0.49 2.09 9.49 14.58 12.06 13.71 1.84 0.63 0.88 0.71 -19.06 -19.06 -43.27 0.48 0.56 0.23 6.58 4.91 10.61
4.31
10.34
-9.42
20.84
0.00 1.98 1.45 1.52
Stocks/Bonds 80/20 2 80 20 0
23.48
11.27
9.93
9.29
0.82 Mar 01 2024 0.82 3.98 12.18 15.55 12.76 12.51 1.93 0.72 0.78 0.74 -22.75 -22.75 -41.09 0.50 0.44 0.23 8.44 6.31 10.40
4.87
21.92
-18.23
20.16
0.06 2.03 1.51 1.62
Dedalo Three Dedalo Invest 2 100 0 0
26.71
12.83
10.93
9.11
0.91 Mar 01 2024 0.91 5.06 13.67 18.36 15.22 15.42 1.95 0.70 0.72 0.59 -25.03 -25.03 -52.73 0.51 0.44 0.17 9.11 7.00 15.18
5.88
24.84
-19.06
23.45
0.00 2.01 1.47 1.70
Simple Path to Wealth JL Collins 2 75 25 0
22.21
10.62
9.41
9.04
0.79 Mar 01 2024 0.79 3.65 11.79 14.79 12.09 11.77 1.88 0.72 0.78 0.77 -22.24 -22.24 -38.53 0.48 0.42 0.23 8.29 6.17 9.48
4.47
20.89
-17.91
18.79
0.07 2.09 1.56 1.65
Sheltered Sam 100/0 Bill Bernstein 10 97 0 3
13.35
8.94
8.31
9.03
0.82 Mar 01 2024 0.82 3.21 14.60 18.07 14.83 15.31 0.91 0.49 0.56 0.59 -25.40 -25.40 -54.91 0.35 0.33 0.16 8.30 6.46 11.41
1.72
15.58
-12.59
23.26
0.00 2.62 2.02 2.43
Robust Alpha Architect 8 70 20 10
13.68
7.33
6.57
8.91
1.21 Mar 01 2024 1.21 3.72 11.35 13.75 11.25 11.10 1.21 0.53 0.58 0.80 -19.09 -19.09 -44.20 0.38 0.34 0.20 7.23 5.57 8.39
4.88
8.53
-10.29
17.40
0.05 2.32 1.83 1.61
Shield Strategy Aim Ways 6 42 38 20
19.49
9.66
7.87
8.74
1.03 Mar 01 2024 1.03 1.52 9.58 11.11 8.92 8.84 2.04 0.87 0.88 0.99 -19.36 -19.36 -19.36 0.50 0.41 0.45 6.57 4.84 5.61
1.93
20.08
-15.12
9.82
0.12 1.92 1.22 1.09
Sheltered Sam 90/10 Bill Bernstein 12 87.3 10 2.7
12.35
8.24
7.64
8.64
0.76 Mar 01 2024 0.76 2.81 13.34 16.31 13.39 13.74 0.93 0.51 0.57 0.63 -22.65 -22.65 -50.12 0.36 0.34 0.17 7.65 5.94 9.89
1.51
14.39
-12.09
21.12
0.02 2.62 2.12 2.38
Aggressive Global Income 4 80 20 0
8.63
5.27
5.36
8.62
0.31 Mar 01 2024 0.31 0.75 11.75 15.30 12.74 14.42 0.73 0.34 0.42 0.60 -23.84 -23.84 -52.63 0.22 0.22 0.16 7.47 6.26 10.90
-0.21
11.91
-8.43
17.07
0.14 4.11 3.49 3.67
Dedalo Four Dedalo Invest 3 80 20 0
22.58
10.41
9.22
8.47
0.76 Mar 01 2024 0.76 3.94 11.76 15.24 12.51 12.42 1.92 0.68 0.74 0.68 -22.61 -22.61 -43.94 0.46 0.41 0.19 8.29 6.24 10.94
4.46
21.59
-17.79
18.23
0.03 2.55 1.44 2.07
Edge Select Aggressive Merrill Lynch 12 84 16 0
21.04
9.83
8.46
8.37
0.86 Mar 01 2024 0.86 3.75 12.39 15.43 12.85 13.26 1.70 0.64 0.66 0.63 -23.81 -23.81 -45.65 0.41 0.36 0.18 8.50 6.57 11.11
3.53
21.48
-17.87
15.74
0.05 2.46 1.69 1.85
Mid-Fifties Burton Malkiel 8 80 20 0
15.09
7.40
7.00
8.30
0.86 Mar 01 2024 0.86 3.05 12.59 15.06 12.38 12.98 1.20 0.49 0.57 0.64 -24.05 -24.05 -46.21 0.31 0.29 0.18 9.16 6.93 8.89
2.05
15.87
-17.33
15.75
0.08 3.09 2.08 2.30
Second Grader's Starter Paul Farrell 3 90 10 0
21.33
10.19
8.69
8.26
0.94 Mar 01 2024 0.94 4.01 12.78 16.33 13.52 13.87 1.67 0.62 0.64 0.60 -24.21 -24.21 -48.52 0.42 0.36 0.17 8.71 6.74 12.78
4.17
20.93
-17.70
17.70
0.03 2.50 1.80 2.09
Dedalo Eleven Dedalo Invest 9 80 20 0
19.16
8.80
7.90
8.24
0.84 Mar 01 2024 0.84 3.53 12.08 14.99 12.42 12.74 1.59 0.59 0.64 0.65 -23.40 -23.40 -44.63 0.38 0.34 0.18 8.61 6.61 10.65
3.20
19.09
-17.79
14.88
0.04 2.68 2.04 2.12
Late Thirties to Early Forties Burton Malkiel 8 85 15 0
16.20
7.86
7.25
8.22
0.89 Mar 01 2024 0.89 3.40 12.75 15.50 12.82 13.59 1.27 0.51 0.57 0.60 -24.26 -24.26 -48.28 0.32 0.30 0.17 9.12 7.01 9.84
2.48
16.77
-17.38
15.84
0.06 2.94 1.97 2.23
Stocks/Bonds 60/40 2 60 40 0
18.40
8.67
7.85
8.22
0.72 Mar 01 2024 0.72 2.65 10.65 12.59 10.15 9.62 1.73 0.69 0.77 0.85 -20.69 -20.69 -30.55 0.42 0.38 0.27 7.86 5.77 6.91
3.27
17.79
-16.95
14.66
0.12 2.26 1.69 1.73
Sheltered Sam 80/20 Bill Bernstein 12 77.6 20 2.4
11.34
7.54
6.97
8.21
0.71 Mar 01 2024 0.71 2.42 12.08 14.59 11.97 12.20 0.94 0.52 0.58 0.67 -19.89 -19.89 -45.06 0.38 0.35 0.18 7.03 5.43 8.49
1.31
13.20
-11.58
18.98
0.03 2.62 2.23 2.33
Robo Advisor 100 Betterment 6 100 0 0
17.00
9.07
7.91
8.20
0.89 Mar 01 2024 0.89 4.05 14.04 17.88 14.88 15.80 1.21 0.51 0.53 0.52 -24.17 -24.17 -54.55 0.38 0.33 0.15 8.76 7.14 13.31
3.21
17.92
-15.26
18.02
0.00 2.51 1.83 2.34
Talmud Portfolio Roger Gibson 3 66.7 33.3 0
11.88
6.52
6.72
8.20
0.84 Mar 01 2024 0.84 1.99 12.78 13.78 11.27 10.85 0.93 0.47 0.60 0.76 -22.88 -22.88 -40.17 0.28 0.29 0.20 9.98 7.27 7.44
0.59
14.42
-19.62
21.44
0.10 3.02 2.13 2.37
Late Sixties and Beyond Burton Malkiel 8 71 29 0
13.56
6.84
6.62
8.20
0.78 Mar 01 2024 0.78 2.56 11.79 13.82 11.30 11.68 1.15 0.50 0.59 0.70 -22.44 -22.44 -41.80 0.30 0.30 0.20 8.62 6.43 7.73
1.59
14.40
-16.23
15.40
0.12 3.33 2.16 2.25
Mid-Twenties Burton Malkiel 8 87 13 0
16.45
7.91
7.25
8.11
0.91 Mar 01 2024 0.91 3.53 12.91 15.73 13.04 13.92 1.27 0.50 0.56 0.58 -24.50 -24.50 -49.50 0.32 0.30 0.16 9.23 7.13 10.42
2.55
17.14
-17.64
15.90
0.05 2.91 1.94 2.22
Weird Portfolio Value Stock Geek 5 60 20 20
3.72
4.75
5.03
8.09
1.00 Mar 01 2024 1.00 0.80 14.80 13.93 11.37 10.84 0.25 0.34 0.44 0.75 -24.18 -24.18 -32.97 0.20 0.21 0.25 9.98 7.43 6.58
-2.57
10.94
-18.17
14.49
0.06 2.46 1.49 2.02
Robo Advisor 90 Betterment 11 90.1 9.9 0
15.53
8.20
7.37
8.06
0.86 Mar 01 2024 0.86 3.52 13.31 16.62 13.76 14.44 1.17 0.49 0.54 0.56 -23.36 -23.36 -50.07 0.35 0.32 0.16 8.52 6.83 11.40
2.56
16.67
-15.33
16.04
0.02 2.70 1.95 2.36
Stocks/Bonds 40/60 Momentum 2 40 60 0
14.70
5.25
6.03
8.06
1.19 Mar 01 2024 1.19 3.33 9.39 9.82 7.88 7.02 1.57 0.53 0.77 1.15 -21.11 -21.11 -21.11 0.25 0.29 0.38 10.07 7.24 5.23
5.54
6.91
-15.17
4.23
0.17 2.35 1.92 1.48
Ultimate Buy and Hold Strategy Paul Merriman 10 100 0 0
10.23
6.64
6.47
8.05
0.87 Mar 01 2024 0.87 2.70 15.41 18.70 15.33 15.74 0.66 0.35 0.42 0.51 -27.54 -27.54 -57.21 0.24 0.24 0.14 10.00 7.84 12.18
0.35
15.13
-15.37
19.37
0.00 3.05 2.27 2.79
Couch Potato Scott Burns 2 50 50 0
15.05
8.17
6.96
8.04
0.65 Mar 01 2024 0.65 2.14 9.12 11.44 9.22 8.75 1.65 0.71 0.75 0.92 -19.77 -19.77 -27.04 0.41 0.35 0.30 7.43 5.48 5.21
2.88
14.66
-16.31
15.67
0.00 2.02 3.61 2.96
Core Four Rick Ferri 4 80 20 0
17.75
8.65
7.70
8.04
0.89 Mar 01 2024 0.89 3.21 12.37 14.91 12.20 12.21 1.43 0.58 0.63 0.66 -23.46 -23.46 -44.44 0.37 0.33 0.18 8.76 6.58 9.88
2.90
18.34
-17.83
17.18
0.06 2.70 1.93 2.20
Seven Value Scott Burns 7 71.5 28.5 0
10.84
8.19
6.58
8.03
0.80 Mar 01 2024 0.80 2.22 10.38 14.54 11.81 11.31 1.04 0.56 0.56 0.71 -20.44 -20.44 -41.22 0.40 0.32 0.19 5.38 4.47 7.32
1.43
10.67
-3.63
22.53
0.02 3.26 3.17 3.60
Edge Select Moderately Aggressive Merrill Lynch 12 69 31 0
18.64
8.49
7.43
7.90
0.78 Mar 01 2024 0.78 2.88 11.31 13.50 11.12 11.14 1.65 0.63 0.67 0.71 -22.31 -22.31 -38.23 0.38 0.33 0.21 8.02 6.08 8.52
2.76
19.24
-17.08
12.88
0.10 2.66 1.79 1.82
Robo Advisor 80 Betterment 10 80 20 0
14.33
7.31
6.74
7.88
0.80 Mar 01 2024 0.80 3.04 12.44 15.25 12.55 13.06 1.15 0.48 0.54 0.60 -22.63 -22.63 -45.47 0.32 0.30 0.17 8.27 6.52 9.67
2.11
15.58
-15.27
13.94
0.05 2.83 2.03 2.47
Four Funds Bogleheads 4 80 20 0
18.64
9.05
7.70
7.86
0.88 Mar 01 2024 0.88 3.37 11.86 14.86 12.26 12.45 1.57 0.61 0.63 0.63 -23.20 -23.20 -44.08 0.39 0.33 0.18 8.32 6.41 10.71
3.45
18.65
-17.06
15.70
0.03 2.55 2.25 2.38
Yale Endowment David Swensen 6 70 30 0
12.53
6.76
6.31
7.80
0.85 Mar 01 2024 0.85 2.25 11.66 13.35 10.90 10.83 1.07 0.51 0.58 0.72 -22.63 -22.63 -40.68 0.30 0.28 0.19 8.93 6.58 7.46
1.25
14.44
-17.82
17.84
0.04 2.87 2.49 2.54
Jane Bryant Quinn Portfolio Jane Bryant Quinn 5 70 30 0
15.36
7.83
6.97
7.79
0.82 Mar 01 2024 0.82 2.50 11.67 13.79 11.16 10.79 1.32 0.57 0.62 0.72 -22.74 -22.74 -39.55 0.34 0.31 0.20 8.52 6.31 8.05
2.22
16.60
-17.43
16.85
0.06 2.69 2.33 2.50
Lazy Portfolio David Swensen 6 70 30 0
12.41
6.63
6.26
7.78
0.86 Mar 01 2024 0.86 2.31 11.59 13.18 10.81 10.88 1.07 0.50 0.58 0.72 -22.43 -22.43 -40.89 0.30 0.28 0.19 8.96 6.62 7.45
1.23
14.13
-17.86
17.34
0.04 2.78 2.52 2.51
Three Funds Bogleheads 3 80 20 0
18.81
8.89
7.67
7.78
0.89 Mar 01 2024 0.89 3.34 12.01 14.82 12.20 12.39 1.57 0.60 0.63 0.63 -23.18 -23.18 -43.68 0.38 0.33 0.18 8.36 6.42 10.84
3.37
18.86
-17.06
14.95
0.06 2.62 1.89 2.15
Sheltered Sam 70/30 Bill Bernstein 12 67.9 30 2.1
10.33
6.83
6.29
7.76
0.65 Mar 01 2024 0.65 2.03 10.82 12.90 10.57 10.70 0.95 0.53 0.59 0.73 -17.80 -17.80 -39.73 0.38 0.35 0.20 6.43 4.94 7.12
1.10
12.01
-11.08
16.83
0.05 2.62 2.34 2.28
Six Ways from Sunday Scott Burns 6 66.7 33.3 0
10.18
7.78
5.97
7.76
0.82 Mar 01 2024 0.82 2.03 10.09 14.19 11.53 10.91 1.01 0.55 0.52 0.71 -19.67 -19.67 -39.14 0.40 0.30 0.20 5.18 4.40 6.67
0.95
10.86
-3.84
21.86
0.03 3.37 3.30 3.75
Gold Pivot Ptf Aim Ways 5 22 44 34
16.51
7.98
6.28
7.76
0.94 Mar 01 2024 0.94 1.02 8.01 9.40 7.85 8.20 2.06 0.85 0.80 0.95 -15.46 -15.46 -19.49 0.52 0.41 0.40 4.91 3.81 4.24
0.79
17.87
-11.42
4.01
0.12 2.52 1.18 1.81
In Saecula Saeculorum Fulvio Marchese 5 45 45 10
15.47
7.65
6.61
7.72
0.80 Mar 01 2024 0.80 1.71 9.46 10.56 8.43 7.83 1.64 0.72 0.78 0.99 -18.89 -18.89 -20.39 0.40 0.35 0.38 6.91 5.06 4.45
2.05
15.53
-14.97
10.12
0.13 2.33 1.44 1.20
LifeStrategy Growth Fund Vanguard 4 80 20 0
18.69
8.72
7.56
7.70
0.87 Mar 01 2024 0.87 3.35 11.90 14.76 12.16 12.41 1.57 0.59 0.62 0.62 -23.11 -23.11 -44.18 0.38 0.33 0.17 8.33 6.41 10.92
3.29
18.86
-16.96
14.57
0.05 2.76 1.85 2.27
Golden Butterfly Tyler 5 40 40 20
7.94
5.99
5.42
7.56
0.79 Mar 01 2024 0.79 1.11 10.77 10.20 8.37 7.73 0.74 0.59 0.65 0.98 -17.79 -17.79 -17.79 0.34 0.30 0.43 6.46 4.90 3.59
-0.45
11.98
-13.35
9.35
0.12 1.88 1.13 1.03
Family Taxable Portfolio Ted Aronson 11 70 30 0
11.34
6.06
6.10
7.56
0.76 Mar 01 2024 0.76 2.42 12.75 14.06 11.59 11.63 0.89 0.43 0.53 0.65 -23.76 -23.76 -38.46 0.25 0.26 0.20 9.28 7.05 8.04
1.10
14.12
-17.99
11.93
0.06 2.57 2.45 2.47
Coffeehouse Bill Schultheis 7 60 40 0
8.27
5.44
5.70
7.50
0.64 Mar 01 2024 0.64 1.38 12.09 12.71 10.26 9.72 0.68 0.43 0.56 0.77 -19.65 -19.65 -33.93 0.28 0.29 0.22 7.81 5.78 6.15
-0.05
11.65
-14.38
15.24
0.12 2.74 2.05 2.31
No Brainer Portfolio Bill Bernstein 4 75 25 0
13.50
7.50
6.76
7.48
0.69 Mar 01 2024 0.69 2.81 11.59 13.98 11.64 11.75 1.16 0.54 0.58 0.64 -19.76 -19.76 -40.40 0.38 0.34 0.19 7.36 5.76 8.72
1.91
15.77
-13.89
15.39
0.07 2.48 1.58 1.74
Aim comfortable trip Aim Ways 7 40 45 15
12.64
6.41
5.52
7.42
0.70 Mar 01 2024 0.70 0.91 7.77 9.18 7.35 7.59 1.63 0.70 0.75 0.98 -15.56 -15.56 -20.15 0.41 0.35 0.37 4.79 3.60 3.73
0.22
15.78
-10.58
7.29
0.09 2.77 1.38 2.12
Long Term Portfolio Ben Stein 6 80 20 0
13.67
7.46
6.63
7.41
0.75 Mar 01 2024 0.75 3.14 12.08 14.38 11.91 12.44 1.13 0.52 0.56 0.60 -20.52 -20.52 -45.92 0.36 0.32 0.16 7.64 5.91 9.48
1.93
16.03
-14.26
16.72
0.09 3.11 1.73 1.92
Perfect Portfolio Ben Stein 7 80 20 0
16.81
8.81
7.22
7.41
0.83 Mar 01 2024 0.83 3.46 10.82 14.10 11.77 12.35 1.55 0.63 0.61 0.60 -18.62 -18.62 -44.81 0.47 0.39 0.17 6.22 5.17 10.44
3.09
16.55
-11.28
16.52
0.09 3.09 1.87 1.92
Tilt Toward Value Time Inc 7 60 40 0
11.86
6.08
5.99
7.38
0.71 Mar 01 2024 0.71 1.83 11.04 12.19 9.81 9.44 1.07 0.50 0.61 0.78 -20.45 -20.45 -34.63 0.30 0.29 0.21 7.90 5.81 6.33
1.00
13.77
-15.72
13.78
0.10 3.01 1.99 2.43
All Weather Portfolio Ray Dalio 5 30 55 15
7.84
4.93
4.82
7.34
0.76 Mar 01 2024 0.76 0.44 11.39 10.18 8.27 7.40 0.69 0.48 0.58 0.99 -20.58 -20.58 -20.58 0.24 0.23 0.36 9.16 6.83 4.35
-0.09
9.94
-18.39
8.27
0.16 2.46 1.36 1.13
Gone Fishin' Portfolio Alexander Green 10 65 30 5
10.83
5.93
5.52
7.31
0.77 Mar 01 2024 0.77 2.17 11.74 13.79 11.30 12.06 0.92 0.43 0.49 0.61 -21.98 -21.98 -43.02 0.27 0.25 0.17 8.35 6.41 8.24
0.68
13.45
-15.58
11.58
0.08 2.80 2.48 2.60
Five Asset Roger Gibson 6 60 20 20
9.48
7.18
5.25
7.30
0.82 Mar 01 2024 0.82 1.55 10.52 13.45 11.03 11.29 0.90 0.53 0.48 0.65 -19.30 -19.30 -44.75 0.37 0.27 0.16 6.52 5.60 8.26
0.62
10.78
-11.00
22.77
0.05 3.55 1.88 2.16
Sheltered Sam 60/40 Bill Bernstein 12 58.2 40 1.8
9.32
6.10
5.60
7.28
0.60 Mar 01 2024 0.60 1.65 9.58 11.25 9.20 9.24 0.97 0.54 0.61 0.79 -16.49 -16.49 -34.12 0.37 0.34 0.21 5.86 4.47 5.85
0.90
10.82
-10.58
14.69
0.07 2.62 2.45 2.23
Edge Select Moderate Merrill Lynch 12 53 47 0
15.26
6.76
6.14
7.27
0.69 Mar 01 2024 0.69 1.87 10.24 11.49 9.30 8.96 1.49 0.59 0.66 0.81 -20.56 -20.56 -29.58 0.33 0.30 0.25 7.56 5.62 5.97
1.73
16.31
-16.06
9.66
0.15 2.86 1.86 1.77
Marc Faber Portfolio Marc Faber 6 50 25 25
10.11
6.35
5.34
7.25
1.13 Mar 01 2024 1.13 1.33 10.62 11.75 9.71 9.66 0.95 0.54 0.55 0.75 -19.93 -19.93 -28.82 0.32 0.27 0.25 7.40 5.75 5.39
-0.39
12.80
-14.67
12.98
0.07 2.45 1.71 1.94
Five Fold Scott Burns 5 60 40 0
10.77
5.59
5.50
7.25
0.76 Mar 01 2024 0.76 1.77 10.78 12.19 9.89 9.75 1.00 0.46 0.56 0.74 -21.60 -21.60 -37.94 0.26 0.25 0.19 8.76 6.43 6.77
0.58
13.15
-17.44
15.57
0.03 3.35 2.79 3.25
Pinwheel 8 65 25 10
10.05
6.08
5.40
7.20
0.86 Mar 01 2024 0.86 2.07 11.05 12.31 10.11 10.50 0.91 0.49 0.53 0.69 -19.49 -19.49 -36.89 0.31 0.28 0.20 7.08 5.41 6.58
0.33
13.21
-13.57
13.53
0.08 2.72 1.60 1.79
Margaritaville Scott Burns 3 67 33 0
14.54
7.48
6.19
7.20
0.81 Mar 01 2024 0.81 2.50 10.54 12.99 10.70 10.82 1.38 0.58 0.58 0.67 -21.96 -21.96 -38.70 0.34 0.28 0.19 7.84 6.10 8.26
2.45
15.17
-16.10
13.33
0.00 2.59 3.25 3.04
Robo Advisor 50 Betterment 10 49.9 50.1 0
11.06
4.75
4.88
7.19
0.63 Mar 01 2024 0.63 1.72 9.82 11.36 9.11 9.28 1.13 0.42 0.54 0.77 -20.25 -20.25 -30.72 0.23 0.24 0.23 7.65 5.74 5.71
1.00
12.47
-14.79
7.95
0.12 3.21 2.29 2.80
Simple and Cheap Time Inc 5 60 40 0
13.19
6.17
5.90
7.16
0.76 Mar 01 2024 0.76 1.97 10.81 12.08 9.73 9.42 1.22 0.51 0.61 0.76 -21.27 -21.27 -34.84 0.29 0.28 0.21 8.27 6.08 6.64
1.35
14.67
-16.81
12.62
0.10 3.07 2.00 2.43
Nano Portfolio John Wasik 5 60 40 0
10.49
5.80
5.37
7.14
0.78 Mar 01 2024 0.78 1.57 11.17 12.41 10.01 9.67 0.94 0.47 0.54 0.74 -22.12 -22.12 -36.66 0.26 0.24 0.19 8.76 6.42 6.64
0.71
12.98
-17.26
16.29
0.06 2.95 2.90 3.03
Gretchen Tai Portfolio Gretchen Tai 9 70 30 0
13.06
6.27
5.77
7.11
0.78 Mar 01 2024 0.78 2.33 11.94 13.95 11.42 11.65 1.09 0.45 0.51 0.61 -23.59 -23.59 -41.80 0.27 0.24 0.17 8.86 6.80 8.91
1.47
15.12
-17.30
12.15
0.08 2.97 2.43 2.69
LifeStrategy Moderate Growth Vanguard 4 60 40 0
15.10
6.72
6.13
7.06
0.74 Mar 01 2024 0.74 2.23 10.31 11.98 9.70 9.53 1.46 0.56 0.63 0.74 -20.84 -20.84 -33.52 0.32 0.29 0.21 7.69 5.74 7.18
2.12
15.75
-15.97
10.43
0.10 2.94 1.88 2.33
Simple Money Portfolio Tim Maurer 7 60 40 0
8.17
4.82
4.61
7.04
0.59 Mar 01 2024 0.59 0.91 10.24 11.62 9.39 9.11 0.80 0.41 0.49 0.77 -18.44 -18.44 -32.39 0.26 0.25 0.22 6.56 4.98 5.69
-0.03
11.54
-11.48
10.46
0.10 2.71 1.76 1.99
Sandwich Portfolio Bob Clyatt 8 55 45 0
10.35
5.12
5.04
7.03
0.67 Mar 01 2024 0.67 1.45 9.44 10.36 8.43 8.32 1.10 0.49 0.60 0.85 -19.10 -19.10 -28.96 0.27 0.26 0.24 7.41 5.45 5.22
0.74
12.05
-14.72
9.88
0.12 2.54 1.48 1.55
Stocks/Bonds 40/60 2 40 60 0
13.37
6.01
5.74
7.00
0.62 Mar 01 2024 0.62 1.32 9.24 9.87 7.77 6.99 1.45 0.61 0.74 1.00 -18.63 -18.63 -19.17 0.32 0.31 0.37 7.42 5.36 4.22
1.67
13.67
-15.67
9.15
0.17 2.49 1.87 1.84
PISI Portfolio Davide Pisicchio 4 30 60 10
10.87
5.25
4.89
7.00
0.75 Mar 01 2024 0.75 0.42 9.14 8.95 7.09 6.48 1.19 0.59 0.69 1.08 -18.36 -18.36 -18.36 0.29 0.27 0.38 7.32 5.31 3.50
0.60
11.85
-15.32
5.44
0.16 2.45 1.47 1.08
One-Decision Portfolio Marvin Appel 5 50 50 0
9.54
5.81
5.66
6.99
0.59 Mar 01 2024 0.59 1.43 10.27 10.91 8.92 8.42 0.93 0.53 0.63 0.83 -16.74 -16.74 -31.96 0.35 0.34 0.22 6.64 4.91 5.55
0.21
12.43
-13.18
16.51
0.20 3.73 1.90 1.66
Coward's Portfolio Bill Bernstein 9 60 40 0
10.08
5.97
5.61
6.99
0.57 Mar 01 2024 0.57 1.97 9.51 11.00 9.09 9.11 1.06 0.54 0.62 0.77 -15.87 -15.87 -32.68 0.38 0.35 0.21 5.83 4.46 5.83
1.11
11.70
-10.59
13.60
0.12 2.63 1.61 1.49
Dynamic 60/40 Income 5 60 40 0
10.32
5.29
5.40
6.98
0.38 Mar 01 2024 0.38 1.62 9.70 11.47 9.17 9.36 1.06 0.46 0.59 0.75 -18.21 -18.21 -41.44 0.29 0.30 0.17 7.99 5.81 6.70
1.48
12.28
-15.89
15.27
0.27 4.20 2.82 2.81
Dynamic 40/60 Income 5 40 60 0
11.29
4.31
4.54
6.97
0.26 Mar 01 2024 0.26 1.39 7.78 10.03 7.79 8.12 1.45 0.43 0.58 0.86 -17.33 -17.33 -29.84 0.25 0.26 0.23 7.23 5.24 4.87
2.02
11.97
-14.37
6.72
0.35 4.28 3.06 2.85
European Stocks 1 100 0 0
12.91
7.52
4.24
6.89
0.84 Mar 01 2024 0.84 2.40 15.46 20.28 16.82 17.88 0.84 0.37 0.25 0.39 -30.98 -30.98 -59.77 0.24 0.14 0.12 10.59 10.63 18.64
1.15
20.21
-16.00
16.88
0.00 3.70 2.67 3.49
Ivy Portfolio Mebane Faber 5 60 20 20
10.79
6.97
4.65
6.89
0.95 Mar 01 2024 0.95 1.98 10.49 14.06 11.53 11.58 1.03 0.50 0.40 0.60 -21.77 -21.77 -47.39 0.32 0.21 0.15 7.15 6.58 9.24
1.70
10.72
-10.08
22.27
0.06 2.56 1.79 2.07
Global Market Portfolio Credit Suisse 8 45 55 0
10.19
4.35
4.86
6.89
0.74 Mar 01 2024 0.74 0.97 11.50 11.31 9.04 8.28 0.89 0.38 0.54 0.83 -23.10 -23.10 -25.90 0.19 0.21 0.27 9.73 7.13 5.52
0.03
12.57
-19.25
7.49
0.15 3.47 2.08 2.43
Big Rocks Portfolio Larry Swedroe 11 60 40 0
8.37
5.29
5.09
6.88
0.54 Mar 01 2024 0.54 1.60 9.83 11.22 9.24 9.17 0.85 0.47 0.55 0.75 -15.71 -15.71 -33.80 0.34 0.32 0.20 6.00 4.58 5.95
0.42
11.05
-10.13
13.59
0.12 2.80 1.75 1.65
Simplified Permanent Portfolio 3 25 50 25
10.59
5.74
4.68
6.85
0.93 Mar 01 2024 0.93 0.41 8.55 8.65 7.18 6.88 1.24 0.66 0.65 1.00 -16.43 -16.43 -16.43 0.35 0.28 0.42 5.94 4.55 3.19
0.37
11.51
-12.67
3.72
0.12 1.94 1.14 0.78
Ultimate Buy&Hold FundAdvice 12 60 40 0
7.62
4.45
4.42
6.84
0.65 Mar 01 2024 0.65 1.17 10.22 11.40 9.30 9.28 0.75 0.39 0.47 0.74 -18.44 -18.44 -34.23 0.24 0.24 0.20 7.01 5.31 6.04
-0.03
10.81
-12.51
11.49
0.08 2.85 2.37 2.22
GAA Global Asset Allocation Mebane Faber 10 40.5 49.5 10
10.27
5.04
4.60
6.82
0.80 Mar 01 2024 0.80 0.89 10.55 10.91 8.72 8.05 0.97 0.46 0.53 0.85 -20.65 -20.65 -24.91 0.24 0.22 0.27 8.07 6.04 4.92
0.30
12.13
-16.44
8.69
0.14 3.11 1.84 2.20
Sheltered Sam 50/50 Bill Bernstein 12 48.5 50 1.5
8.30
5.37
4.90
6.77
0.54 Mar 01 2024 0.54 1.26 8.34 9.65 7.85 7.82 1.00 0.56 0.62 0.87 -15.17 -15.17 -28.23 0.35 0.32 0.24 5.35 4.04 4.66
0.69
9.63
-10.08
12.55
0.09 2.62 2.56 2.18
Ideal Index Frank Armstrong 7 70 30 0
9.67
5.77
5.35
6.70
0.70 Mar 01 2024 0.70 2.13 10.88 12.58 10.39 10.68 0.89 0.46 0.51 0.63 -18.25 -18.25 -40.11 0.32 0.29 0.17 6.91 5.34 7.58
0.80
12.04
-11.91
13.98
0.09 2.95 1.88 1.94
Four Square Scott Burns 4 50 50 0
12.46
5.72
5.19
6.69
0.65 Mar 01 2024 0.65 1.73 8.95 10.59 8.56 8.44 1.39 0.54 0.61 0.79 -19.67 -19.67 -29.95 0.29 0.26 0.22 7.26 5.44 5.64
1.52
13.49
-15.24
9.33
0.04 3.12 2.78 3.18
7Twelve Portfolio Craig Israelsen 9 50 33.3 16.7
8.60
5.79
3.93
6.63
0.73 Mar 01 2024 0.73 1.69 8.93 11.59 9.61 9.77 0.96 0.50 0.41 0.68 -17.90 -17.90 -37.96 0.32 0.22 0.17 5.64 5.59 7.04
1.39
8.77
-7.91
16.41
0.10 2.29 1.32 1.33
Ulcer Free Strategy Aim Ways 5 7 82 11
8.84
4.14
4.14
6.61
0.60 Mar 01 2024 0.60 -0.34 7.41 7.43 5.93 5.50 1.19 0.56 0.70 1.20 -17.05 -17.05 -17.05 0.24 0.24 0.39 7.38 5.32 3.46
-0.74
11.49
-14.78
-0.14
0.16 2.97 1.27 1.79
Desert Portfolio Gyroscopic Investing 3 30 60 10
11.74
5.56
4.76
6.60
0.68 Mar 01 2024 0.68 0.82 6.91 7.26 5.78 5.50 1.70 0.77 0.82 1.20 -14.72 -14.72 -14.72 0.38 0.32 0.45 5.31 3.85 2.66
1.20
11.64
-11.64
5.76
0.15 1.90 1.14 0.88
Edge Select Moderately Conservative Merrill Lynch 12 37 63 0
12.49
5.11
4.92
6.56
0.58 Mar 01 2024 0.58 0.97 8.97 9.42 7.47 6.85 1.39 0.54 0.66 0.96 -18.53 -18.53 -20.48 0.28 0.27 0.32 7.04 5.13 4.13
0.89
13.70
-14.91
6.44
0.19 3.12 1.88 1.84
Rob Arnott Portfolio Rob Arnott 8 30 60 10
6.79
4.16
3.85
6.50
0.63 Mar 01 2024 0.63 0.06 9.43 9.68 7.74 7.22 0.72 0.43 0.50 0.90 -17.86 -17.86 -24.27 0.23 0.22 0.27 7.41 5.51 4.61
-0.70
9.08
-14.81
11.04
0.14 3.75 2.31 2.57
High Yield Bonds Income 4 0 100 0
8.92
1.94
2.90
6.50
0.37 Mar 01 2024 0.37 -0.33 9.24 11.13 8.74 8.82 0.97 0.17 0.33 0.74 -21.84 -21.84 -23.97 0.09 0.13 0.27 9.53 7.02 5.11
-0.74
11.21
-16.88
0.88
0.47 5.58 4.25 3.76
Andrew Tobias Portfolio Andrew Tobias 3 66.7 33.3 0
15.82
7.46
5.94
6.49
0.70 Mar 01 2024 0.70 2.64 9.42 11.77 9.75 9.95 1.68 0.63 0.61 0.65 -18.85 -18.85 -36.42 0.40 0.32 0.18 6.33 4.97 8.57
2.98
16.14
-12.58
12.14
0.10 2.70 1.61 1.80
All Country World 80/20 4 80 20 0
18.92
8.54
7.22
6.48
0.78 Mar 01 2024 0.78 3.45 12.01 15.07 12.39 12.76 1.57 0.57 0.58 0.51 -23.52 -23.52 -47.32 0.36 0.31 0.14 8.51 6.64 12.53
3.35
19.08
-17.17
14.21
0.05 2.77 1.86 2.27
Permanent Portfolio Harry Browne 4 25 50 25
10.09
5.89
4.86
6.47
0.87 Mar 01 2024 0.87 1.02 8.76 8.60 7.25 6.59 1.15 0.68 0.67 0.98 -15.92 -15.92 -15.92 0.37 0.31 0.41 5.90 4.70 3.21
0.48
11.55
-12.53
4.21
0.19 2.49 1.13 0.73
All Country World Stocks 1 100 0 0
22.34
10.49
8.47
6.44
0.89 Mar 01 2024 0.89 4.49 13.58 17.81 14.83 15.63 1.65 0.59 0.57 0.41 -25.52 -25.52 -57.06 0.41 0.33 0.11 9.14 7.38 17.97
4.49
22.02
-18.01
18.27
0.00 2.51 1.78 2.13
Lifepath Fund iShares 6 40.4 59.6 0
10.72
4.98
4.74
6.44
0.63 Mar 01 2024 0.63 0.96 9.12 9.65 7.63 7.01 1.18 0.52 0.62 0.92 -18.92 -18.92 -21.23 0.26 0.25 0.30 7.41 5.40 4.32
0.88
11.93
-15.14
8.05
0.15 2.69 2.36 2.31
All Country World 60/40 4 60 40 0
15.51
6.57
5.92
6.36
0.68 Mar 01 2024 0.68 2.40 10.48 12.47 10.07 10.07 1.48 0.53 0.59 0.63 -21.52 -21.52 -36.70 0.31 0.28 0.17 7.98 6.02 8.07
2.21
16.14
-16.34
10.14
0.11 3.03 1.94 2.41
LifeStrategy Conservative Growth Vanguard 4 40 60 0
11.52
4.69
4.66
6.29
0.61 Mar 01 2024 0.61 1.12 8.83 9.42 7.43 6.89 1.30 0.50 0.63 0.91 -18.57 -18.57 -21.90 0.25 0.25 0.29 7.23 5.27 4.41
0.94
12.64
-14.98
6.29
0.15 3.11 1.90 2.39
Sheltered Sam 40/60 Bill Bernstein 12 38.8 60 1.2
7.29
4.63
4.19
6.24
0.49 Mar 01 2024 0.49 0.88 7.14 8.09 6.55 6.46 1.02 0.57 0.64 0.97 -13.86 -13.86 -22.05 0.33 0.30 0.28 4.90 3.66 3.60
0.49
8.44
-9.58
10.41
0.10 2.62 2.67 2.12
Stocks/Bonds 20/80 Momentum 2 20 80 0
9.00
2.91
3.73
6.20
0.80 Mar 01 2024 0.80 1.01 7.84 7.52 5.87 4.95 1.15 0.39 0.64 1.25 -17.91 -17.91 -17.91 0.16 0.21 0.35 8.62 6.17 3.76
2.01
6.16
-14.14
1.18
0.23 2.65 2.07 1.77
All Country World 40/60 4 40 60 0
12.13
4.57
4.59
6.10
0.57 Mar 01 2024 0.57 1.35 9.02 10.05 7.92 7.62 1.34 0.45 0.58 0.80 -19.52 -19.52 -25.16 0.23 0.24 0.24 7.60 5.57 4.93
1.06
13.20
-15.50
6.07
0.16 3.29 2.02 2.55
Paul Boyer Portfolio Paul Boyer 5 25 50 25
4.54
3.19
3.16
6.03
0.89 Mar 01 2024 0.89 0.35 9.53 8.83 7.64 7.47 0.48 0.36 0.41 0.81 -18.04 -18.04 -18.04 0.18 0.18 0.33 7.29 5.79 3.97
-1.55
7.92
-13.57
0.51
0.15 2.04 1.15 0.90
Larry Portfolio Larry Swedroe 4 30 70 0
3.69
1.85
2.49
5.83
0.47 Mar 01 2024 0.47 -0.25 7.72 7.07 5.68 5.55 0.48 0.26 0.44 1.05 -15.96 -15.96 -15.96 0.12 0.16 0.37 6.85 4.96 3.24
-1.32
6.94
-11.20
3.41
0.18 2.34 1.50 1.20
All Country World 20/80 4 20 80 0
8.76
2.53
3.22
5.70
0.46 Mar 01 2024 0.46 0.30 7.70 7.94 6.11 5.63 1.14 0.32 0.53 1.01 -17.97 -17.97 -17.97 0.14 0.18 0.32 7.68 5.51 3.70
-0.08
10.25
-14.66
2.00
0.21 3.55 2.09 2.69
Sheltered Sam 30/70 Bill Bernstein 12 29.1 70 0.9
6.27
3.88
3.47
5.68
0.43 Mar 01 2024 0.43 0.49 5.98 6.61 5.31 5.20 1.05 0.59 0.65 1.09 -12.55 -12.55 -16.58 0.31 0.28 0.34 4.52 3.33 2.83
0.28
7.25
-9.07
8.27
0.12 2.62 2.77 2.07
Stocks/Bonds 20/80 2 20 80 0
8.40
3.30
3.58
5.66
0.52 Mar 01 2024 0.52 -0.02 8.04 7.62 5.83 4.92 1.04 0.43 0.61 1.15 -16.57 -16.57 -16.57 0.20 0.22 0.34 7.18 5.14 3.17
0.07
9.54
-14.39
3.64
0.23 2.72 2.05 1.95
Gold 1 0 0 100
11.50
8.83
4.02
5.46
1.89 Mar 01 2024 1.89 0.46 12.37 14.38 14.00 15.44 0.93 0.61 0.29 0.35 -18.08 -20.76 -42.91 0.49 0.19 0.13 6.98 8.35 20.47
-0.97
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
7.57
4.21
3.38
5.44
0.36 Mar 01 2024 0.36 0.54 5.05 6.05 4.85 4.76 1.50 0.69 0.70 1.14 -12.16 -12.16 -12.91 0.35 0.28 0.42 4.27 3.16 2.51
0.98
7.92
-9.39
7.04
0.19 3.64 4.29 3.41
LifeStrategy Income Fund Vanguard 4 20 80 0
7.97
2.62
3.15
5.40
0.47 Mar 01 2024 0.47 0.00 7.54 7.26 5.57 4.78 1.06 0.36 0.57 1.13 -16.61 -16.61 -16.61 0.16 0.19 0.32 7.14 5.12 3.28
-0.23
9.53
-14.00
2.15
0.20 3.29 1.93 2.45
Developed World ex-US 60/40 2 60 40 0
11.02
4.28
3.79
5.29
0.70 Mar 01 2024 0.70 1.43 10.18 12.10 9.85 10.17 1.08 0.35 0.39 0.52 -22.40 -22.40 -37.49 0.19 0.17 0.14 7.98 6.27 8.52
0.53
14.28
-14.32
6.09
0.07 4.05 1.98 3.50
Eliminate Fat Tails Larry Swedroe 4 30 70 0
4.56
2.95
2.89
5.29
0.40 Mar 01 2024 0.40 0.86 6.49 6.98 5.87 6.29 0.70 0.42 0.49 0.84 -12.62 -12.62 -18.42 0.23 0.23 0.29 4.93 3.87 3.42
-0.15
6.63
-9.61
5.40
0.15 3.19 3.01 2.12
Developed World ex-US 40/60 2 40 60 0
9.58
3.02
3.29
5.26
0.52 Mar 01 2024 0.52 0.77 8.31 9.30 7.39 7.40 1.15 0.32 0.44 0.71 -19.57 -19.57 -26.17 0.15 0.17 0.20 7.34 5.43 5.10
-0.02
12.45
-13.80
3.30
0.10 4.26 1.75 3.51
Developed World ex-US 80/20 2 80 20 0
12.46
5.52
4.24
5.19
0.89 Mar 01 2024 0.89 2.08 12.14 15.14 12.51 13.24 1.03 0.36 0.34 0.39 -25.24 -25.24 -47.74 0.22 0.17 0.11 8.79 7.48 13.11
1.08
16.11
-14.84
8.88
0.03 3.85 2.20 3.48
All Country World Bonds 3 0 100 0
5.40
0.47
1.80
5.18
0.35 Mar 01 2024 0.35 -0.76 6.64 6.44 4.99 4.62 0.81 0.07 0.36 1.12 -17.60 -17.60 -17.60 0.03 0.10 0.29 8.47 6.07 3.73
-1.22
7.31
-13.82
-2.06
0.27 3.81 2.17 2.83
Edge Select Conservative Merrill Lynch 12 21 79 0
8.31
3.30
3.33
5.18
0.38 Mar 01 2024 0.38 0.31 6.11 6.04 4.72 4.27 1.36 0.55 0.71 1.21 -12.44 -12.44 -12.44 0.27 0.27 0.42 4.57 3.31 2.36
0.29
9.20
-9.59
3.46
0.26 3.69 1.77 1.51
Sheltered Sam 20/80 Bill Bernstein 12 19.4 80 0.6
5.25
3.12
2.74
5.09
0.38 Mar 01 2024 0.38 0.11 4.91 5.24 4.17 4.12 1.07 0.59 0.66 1.24 -11.24 -11.24 -11.24 0.28 0.24 0.45 4.21 3.07 2.25
0.08
6.07
-8.57
6.12
0.14 2.62 2.88 2.02
Developed World ex-US 20/80 2 20 80 0
8.13
1.74
2.72
5.08
0.34 Mar 01 2024 0.34 0.11 6.62 6.92 5.34 5.25 1.23 0.25 0.51 0.97 -16.80 -16.80 -16.80 0.10 0.16 0.30 6.98 5.01 3.76
-0.57
10.62
-13.28
0.51
0.14 4.46 1.53 3.53
Robo Advisor 20 Betterment 12 19.9 80.1 0
7.03
2.58
2.64
5.04
0.39 Mar 01 2024 0.39 0.41 5.10 5.33 4.20 4.15 1.38 0.48 0.63 1.21 -12.16 -12.16 -12.16 0.21 0.22 0.41 4.68 3.40 2.34
0.25
7.68
-9.10
2.61
0.21 3.04 1.78 1.60
US Inflation Protection 1 0 100 0
1.82
2.23
1.77
4.98
0.37 Mar 01 2024 0.37 -1.05 5.53 6.36 5.17 6.01 0.33 0.35 0.34 0.83 -14.76 -14.76 -14.76 0.15 0.12 0.34 6.93 5.08 4.02
-0.72
3.27
-13.10
5.67
0.00 2.24 5.89 4.41
Developed World ex-US Stocks 1 100 0 0
13.89
6.75
4.64
4.92
1.07 Mar 01 2024 1.07 2.74 14.13 18.35 15.31 16.50 0.98 0.37 0.30 0.30 -28.08 -28.08 -57.00 0.24 0.17 0.09 9.75 9.15 18.42
1.63
17.94
-15.36
11.67
0.00 3.65 2.42 3.46
Total Bond Developed World ex-US 1 0 100 0
6.68
0.45
2.10
4.76
0.15 Mar 01 2024 0.15 -0.54 5.37 5.45 4.26 4.56 1.24 0.08 0.49 1.04 -14.88 -14.88 -14.88 0.03 0.14 0.32 7.38 5.29 3.63
-1.12
8.79
-12.76
-2.28
0.17 4.66 1.31 3.55
10-year Treasury 1 0 100 0
1.36
-0.24
1.03
4.68
0.46 Mar 01 2024 0.46 -2.08 8.47 7.71 6.46 6.82 0.16 -0.03 0.16 0.69 -23.18 -23.18 -23.18 -0.01 0.04 0.20 11.48 8.59 5.64
-2.01
3.64
-15.19
-3.33
0.24 2.97 1.61 0.80
Sheltered Sam 10/90 Bill Bernstein 12 9.7 90 0.3
4.22
2.34
2.00
4.48
0.32 Mar 01 2024 0.32 -0.27 4.01 4.09 3.24 3.37 1.05 0.57 0.62 1.33 -9.93 -9.93 -9.93 0.24 0.20 0.45 3.97 2.86 1.91
-0.13
4.88
-8.07
3.98
0.16 2.62 2.99 1.97
Emerging Markets Stocks 1 100 0 0
7.46
1.11
2.35
4.45
1.23 Mar 01 2024 1.23 4.17 15.58 18.89 17.29 22.53 0.48 0.06 0.14 0.20 -36.52 -36.52 -60.44 0.03 0.06 0.07 17.53 16.91 21.70
-0.55
8.99
-20.56
-3.61
0.00 2.81 1.95 1.89
Conservative Income Charles Schwab 6 5 95 0
4.27
1.68
1.91
4.32
0.30 Mar 01 2024 0.30 -0.54 5.24 4.98 3.94 3.63 0.81 0.34 0.48 1.19 -11.50 -11.50 -11.50 0.15 0.17 0.38 5.07 3.68 2.37
-0.71
5.79
-9.97
2.43
0.27 3.69 2.82 2.26
Total Bond US 1 0 100 0
3.47
0.54
1.39
4.19
0.42 Mar 01 2024 0.42 -1.36 7.20 6.30 4.92 4.24 0.48 0.09 0.28 0.99 -17.28 -17.28 -17.28 0.03 0.08 0.24 8.36 6.03 3.63
-1.53
5.41
-13.11
-1.86
0.29 2.95 2.23 2.06
Robo Advisor 10 Betterment 12 9.9 90.1 0
5.62
1.85
1.80
4.10
0.30 Mar 01 2024 0.30 -0.02 3.45 3.32 2.57 2.54 1.63 0.56 0.70 1.61 -8.91 -8.91 -8.91 0.21 0.20 0.46 3.53 2.53 1.54
0.06
5.92
-6.66
0.88
0.25 2.92 1.52 1.05
Sheltered Sam 0/100 Bill Bernstein 2 0 100 0
3.20
1.56
1.26
3.85
0.27 Mar 01 2024 0.27 -0.65 3.41 3.37 2.71 3.19 0.94 0.46 0.46 1.21 -8.61 -8.61 -8.61 0.18 0.15 0.45 3.78 2.74 1.86
-0.33
3.69
-7.57
1.84
0.17 2.62 3.10 1.92
Robo Advisor 0 Betterment 2 0 100 0
4.20
1.08
0.95
3.13
0.21 Mar 01 2024 0.21 -0.44 2.34 2.06 1.59 1.82 1.80 0.53 0.59 1.72 -5.86 -5.86 -5.86 0.18 0.16 0.53 2.47 1.77 1.06
-0.13
4.15
-4.20
-0.79
0.28 2.80 1.27 0.49
Short Term Treasury 1 0 100 0
4.13
1.03
0.87
3.03
0.20 Mar 01 2024 0.20 -0.39 2.17 1.92 1.48 1.80 1.90 0.54 0.58 1.68 -5.36 -5.36 -5.36 0.19 0.16 0.56 2.26 1.62 0.98
-0.07
3.97
-3.88
-0.72
0.29 2.87 1.24 0.26
US Cash 1 0 100 0
5.20
1.82
1.18
2.26
0.03 Mar 01 2024 0.03 0.44 0.13 0.58 0.48 0.64 38.92 3.13 2.44 3.55 -0.16 -0.22 -0.42 11.06 5.39 5.38 0.06 0.08 0.12
0.87
4.94
1.40
-0.10
0.44 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. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Current inflation (annualized) is 1Y: 2.71% , 5Y: 4.10% , 10Y: 2.77% , 30Y: 2.52%
Portfolio returns are updated to 29 February 2024.
Live Mar 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 29 February 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 29 February 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2024. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 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 (%) - Feb 29, 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) Mar 2024 Feb 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
32.35
9.58
14.85
1.01 Mar 01 2024 1.01 5.39 14.32 18.48 18.99 2.26 0.52 0.78 -27.79 -27.79 0.34 0.53 13.16 10.72
6.82
30.80
-24.04
26.20
0.00 1.51 1.07 0.85
Cape US Sector Value Robert Shiller 1 100 0 0
22.45
11.18
14.78
0.18 Mar 01 2024 0.18 4.23 14.51 18.48 18.89 1.55 0.60 0.78 -20.07 -21.00 0.56 0.70 7.47 6.85
3.09
27.65
-15.62
27.80
0.00 1.28 0.44 0.00
Stocks/Bonds 60/40 2x Leveraged 2 60 40 0
30.63
5.38
11.97
1.76 Mar 01 2024 1.76 3.55 21.26 25.57 23.45 1.44 0.21 0.51 -39.53 -39.53 0.14 0.30 22.05 17.47
5.28
28.05
-35.46
33.12
0.00 1.53 0.31 0.18
US Stocks Equal Weight 1 100 0 0
13.01
8.43
11.35
0.70 Mar 01 2024 0.70 4.05 16.49 18.05 20.20 0.79 0.47 0.56 -20.69 -26.65 0.41 0.43 7.95 7.93
3.16
13.70
-11.62
29.41
0.00 1.84 1.59 1.64
Stocks/Bonds 60/40 with Bitcoin 3 59 39 2
21.22
5.36
10.63
0.69 11:58AM, Mar 02 2024 0.69 3.46 10.76 13.25 13.29 1.97 0.40 0.80 -21.45 -21.45 0.25 0.50 10.05 8.06
4.08
20.55
-17.90
15.60
0.11 2.21 1.65 1.69
Stocks/Bonds 60/40 ESG 2 60 40 0
20.61
4.80
9.30
0.77 Mar 01 2024 0.77 2.79 11.10 13.27 12.65 1.86 0.36 0.74 -22.44 -22.44 0.21 0.41 11.12 8.82
3.48
20.65
-19.58
14.84
0.11 2.14 1.62 1.30
Developed World ex-US Stocks Momentum 1 100 0 0
20.62
3.37
8.78
1.45 Mar 01 2024 1.45 5.40 13.51 16.34 15.93 1.53 0.21 0.55 -28.57 -28.57 0.12 0.31 12.09 9.80
8.63
13.91
-16.80
6.60
0.00 2.56 2.19 5.51
Stocks/Bonds 40/60 with Bitcoin 3 39 59 2
16.18
2.81
8.00
0.59 11:58AM, Mar 02 2024 0.59 2.13 9.36 11.03 10.61 1.73 0.26 0.75 -19.39 -19.39 0.15 0.41 9.62 7.59
2.48
16.42
-16.62
10.09
0.17 2.44 1.83 1.80
Golden Butterfly with Bitcoin 6 40 40 20
10.77
2.31
7.95
0.74 11:58AM, Mar 02 2024 0.74 1.97 11.09 11.47 11.02 0.97 0.20 0.72 -18.74 -18.74 0.12 0.42 8.55 6.76
0.43
14.80
-14.60
10.61
0.12 1.88 1.13 1.03
Permanent Portfolio with Bitcoin Harry Browne 5 25 50 25
12.96
2.68
7.84
0.81 11:58AM, Mar 02 2024 0.81 1.87 9.18 9.75 9.32 1.41 0.27 0.84 -16.88 -16.88 0.16 0.46 7.87 6.18
1.36
14.36
-13.79
5.47
0.19 2.49 1.13 0.73
Desert Portfolio with Bitcoin Gyroscopic Investing 4 30 60 10
14.64
2.76
7.53
0.63 11:58AM, Mar 02 2024 0.63 1.66 7.26 8.67 8.14 2.02 0.32 0.93 -15.73 -15.73 0.18 0.48 7.25 5.69
2.08
14.46
-12.90
7.03
0.15 1.90 1.14 0.88
Ark Tech Portfolio Cathie Wood 4 100 0 0
26.30
-21.49
7.09
0.44 Mar 01 2024 0.44 10.54 40.48 38.12 37.99 0.65 -0.56 0.19 -68.41 -69.47 -0.31 0.10 48.58 39.00
-1.63
55.71
-58.78
-18.06
0.00 0.29 0.00 1.03
Stocks/Bonds 40/60 2x Leveraged 2 40 60 0
18.45
-0.51
6.98
1.70 Mar 01 2024 1.70 0.34 19.16 21.61 18.46 0.96 -0.02 0.38 -36.46 -36.46 -0.01 0.19 22.07 17.25
1.60
18.74
-33.70
19.46
0.00 2.16 0.32 0.18
All Weather Portfolio 2x Leveraged Ray Dalio 5 37.5 55 7.5
9.07
-0.58
6.87
1.70 Mar 01 2024 1.70 0.69 23.79 25.23 21.65 0.38 -0.02 0.32 -37.02 -37.02 -0.02 0.19 20.28 15.95
-1.19
12.72
-29.60
19.72
0.00 1.97 0.42 0.32
All Weather Portfolio with Bitcoin Ray Dalio 6 30 55 15
10.84
0.39
6.81
0.72 11:58AM, Mar 02 2024 0.72 1.31 11.68 12.19 10.92 0.93 0.03 0.62 -21.81 -21.81 0.02 0.31 12.22 9.54
0.78
12.94
-19.84
9.08
0.16 2.42 1.35 1.13
Simplified Permanent Portfolio 2x Leveraged 3 25 50 25
14.06
-0.55
6.78
2.23 Mar 01 2024 2.23 -0.53 17.10 18.87 16.94 0.82 -0.03 0.40 -31.96 -31.96 -0.02 0.21 17.53 13.82
-0.59
15.62
-26.74
8.10
0.00 1.78 0.24 0.14
Talmud Portfolio 2x Leveraged Roger Gibson 3 66.7 33.3 0
15.90
2.08
6.64
1.84 Mar 01 2024 1.84 2.73 24.88 28.93 26.04 0.64 0.07 0.25 -44.36 -44.36 0.05 0.15 27.17 21.84
0.20
19.47
-39.60
46.68
0.00 1.72 0.42 0.24
Golden Butterfly 2x Leveraged 4 40 40 20
11.28
-1.33
6.41
1.92 Mar 01 2024 1.92 0.65 19.17 21.01 19.09 0.59 -0.06 0.34 -34.50 -34.50 -0.04 0.19 19.19 15.11
-1.20
16.76
-28.62
16.84
0.00 1.63 0.25 0.11
Stocks/Bonds 40/60 ESG 2 40 60 0
14.81
2.22
6.40
0.65 Mar 01 2024 0.65 1.48 9.57 10.86 9.81 1.55 0.20 0.65 -19.76 -19.76 0.11 0.32 10.23 8.03
1.81
15.57
-17.35
9.16
0.16 2.46 1.89 1.53
Desert Portfolio 2x Leveraged Gyroscopic Investing 3 30 60 10
14.31
-1.71
5.90
1.90 Mar 01 2024 1.90 -0.66 17.73 19.51 16.72 0.81 -0.09 0.35 -34.04 -34.04 -0.05 0.17 20.27 15.85
-0.01
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
14.98
1.23
5.52
0.93 Mar 01 2024 0.93 3.08 9.37 11.38 10.82 1.60 0.11 0.51 -22.23 -22.23 0.06 0.25 10.13 8.08
4.73
11.86
-15.18
3.05
0.07 3.40 1.84 4.73
Developed World ex-US 40/60 Momentum 2 40 60 0
12.20
0.14
3.85
0.67 Mar 01 2024 0.67 1.89 7.54 9.16 8.52 1.62 0.02 0.45 -19.40 -19.40 0.01 0.20 9.51 7.51
2.78
10.84
-14.37
1.27
0.10 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.