Data Source: from November 2014 to May 2023 (~9 years)
Consolidated Returns as of 31 May 2023
Live Update: Jun 02 2023
Consolidated Returns as of 31 May 2023
Live Update: Jun 02 2023
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.69%
1 Day
Jun 02 2023
3.61%
Current Month
June 2023
The Cathie Wood Ark Tech Portfolio is a Very High Risk portfolio and can be implemented with 4 ETFs.
It's exposed for 100% on the Stock Market.
In the last 5 Years, the Cathie Wood Ark Tech Portfolio obtained a 4.54% compound annual return, with a 35.95% standard deviation.
Asset Allocation and ETFs
The Cathie Wood Ark Tech Portfolio has the following asset allocation:
100% Stocks
0% Fixed Income
0% Commodities
The Cathie Wood Ark Tech Portfolio can be implemented with the following ETFs:
| Weight (%) | Ticker | ETF Name | Investment Themes |
|---|---|---|---|
| 25.00 |
ARKK
|
ARK Innovation ETF | Equity, U.S., Growth |
| 25.00 |
ARKQ
|
ARK Autonomous Technology & Robotics ETF | Equity, Developed Markets, Growth |
| 25.00 |
ARKW
|
ARK Next Generation Internet ETF | Equity, U.S., Large Cap, Growth |
| 25.00 |
ARKG
|
ARK Genomic Revolution ETF | Equity, U.S., Growth |
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.
Portfolio and ETF Returns as of May 31, 2023
The Cathie Wood Ark Tech Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
CATHIE WOOD ARK TECH PORTFOLIO
Consolidated returns as of 31 May 2023
Live Update: Jun 02 2023
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of May 31, 2023 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jun 2023 | 1M | 6M | 1Y | 5Y |
MAX
(~9Y) |
||
| Cathie Wood Ark Tech Portfolio | 1.69 | 3.61 | 10.23 | 8.28 | -5.69 | 4.54 | 11.40 | ||
| US Inflation Adjusted return | 10.23 | 6.26 | -9.13 | 0.70 | 8.27 | ||||
| Components | |||||||||
|
ARKK
|
ARK Innovation ETF | 1.24 | Jun 02 2023 | 2.79 | 12.72 | 8.03 | -8.17 | -0.23 | 9.53 |
|
ARKQ
|
ARK Autonomous Technology & Robotics ETF | 2.74 | Jun 02 2023 | 4.48 | 7.53 | 8.12 | -9.17 | 8.80 | 12.05 |
|
ARKW
|
ARK Next Generation Internet ETF | 0.67 | Jun 02 2023 | 2.06 | 11.20 | 17.20 | -7.65 | 3.14 | 14.61 |
|
ARKG
|
ARK Genomic Revolution ETF | 2.12 | Jun 02 2023 | 5.12 | 9.22 | -2.68 | -1.95 | 2.92 | 6.39 |
Returns over 1 year are annualized | Available data source: since Nov 2014
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.79%
, 5Y: 3.81%
Live update: World Markets and Indexes
Portfolio Metrics as of May 31, 2023
Metrics of Cathie Wood Ark Tech Portfolio, updated as of 31 May 2023.
Portfolio metrics are calculated based on monthly returns, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
CATHIE WOOD ARK TECH PORTFOLIO
Portfolio Metrics
Data Source: 1 November 2014 - 31 May 2023 (~9 years)
Swipe left to see all data
| Metrics as of May 31, 2023 | |||||||
|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y |
MAX
(~9Y) |
|
| Portfolio Return (%) | 10.23 | 3.06 | 8.28 | -5.69 | -6.47 | 4.54 | 11.40 |
| US Inflation (%) | 0.00 | 0.84 | 1.90 | 3.79 | 5.77 | 3.81 | 2.90 |
| Infl. Adjusted Return (%) | 10.23 | 2.20 | 6.26 | -9.13 | -11.57 | 0.70 | 8.27 |
| Waiting for updates, inflation of May 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized. | |||||||
| RISK INDICATORS | |||||||
| Standard Deviation (%) | 36.65 | 37.29 | 35.95 | 30.17 | |||
| Sharpe Ratio | -0.24 | -0.20 | 0.09 | 0.25 | |||
| Sortino Ratio | -0.40 | -0.30 | 0.13 | 0.35 | |||
| MAXIMUM DRAWDOWN | |||||||
| Drawdown Depth (%) | -27.12 | -69.47 | -69.47 | -69.47 | |||
| Start (yyyy mm) | 2022 08 | 2021 02 | 2021 02 | 2021 02 | |||
| Bottom (yyyy mm) | 2022 12 | 2022 12 | 2022 12 | 2022 12 | |||
| Start to Bottom (# months) | 5 | 23 | 23 | 23 | |||
| Start to Recovery (# months) in progress |
> 10
|
> 28
|
> 28
|
> 28
|
|||
| ROLLING PERIOD RETURNS - Annualized | |||||||
| Best Return (%) | 177.21 | 49.94 | 50.48 | ||||
| Worst Return (%) | -61.23 | -6.47 | 2.63 | ||||
| % Positive Periods | 66% | 93% | 100% | ||||
| MONTHS | |||||||
| Positive | 1 | 2 | 3 | 5 | 16 | 33 | 62 |
| Negative | 0 | 1 | 3 | 7 | 20 | 27 | 41 |
| % Positive | 100% | 67% | 50% | 42% | 44% | 55% | 60% |
| WITHDRAWAL RATES (WR) | |||||||
| Safe WR (%) | 34.12 | 25.03 | 17.77 | ||||
| Perpetual WR (%) | 0.00 | 0.69 | 7.64 | ||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
- Standard Deviation: it's a measure of the dispersion of returns around the mean
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
- Rolling Returns: returns over a time frame (best, worst, % of positive returns).
- Pos./Neg. Months: number of months with positive/negative return.
- Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
- Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).
Portfolio Components Correlation
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 31 May 2023
Swipe left to see all data
| Asset |
ARKK
|
ARKQ
|
ARKW
|
ARKG
|
|---|---|---|---|---|
|
ARKK
|
-
|
0.97
|
0.97
|
0.91
|
|
ARKQ
|
0.97
|
-
|
0.96
|
0.87
|
|
ARKW
|
0.97
|
0.96
|
-
|
0.85
|
|
ARKG
|
0.91
|
0.87
|
0.85
|
-
|
| Asset |
ARKK
|
ARKQ
|
ARKW
|
ARKG
|
|---|---|---|---|---|
|
ARKK
|
-
|
0.94
|
0.97
|
0.94
|
|
ARKQ
|
0.94
|
-
|
0.93
|
0.86
|
|
ARKW
|
0.97
|
0.93
|
-
|
0.86
|
|
ARKG
|
0.94
|
0.86
|
0.86
|
-
|
| Asset |
ARKK
|
ARKQ
|
ARKW
|
ARKG
|
|---|---|---|---|---|
|
ARKK
|
-
|
0.92
|
0.96
|
0.91
|
|
ARKQ
|
0.92
|
-
|
0.91
|
0.82
|
|
ARKW
|
0.96
|
0.91
|
-
|
0.82
|
|
ARKG
|
0.91
|
0.82
|
0.82
|
-
|
If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.
Readings that may interest you
Capital Growth as of May 31, 2023
An investment of 1000$, since June 2018,
now would be worth 1248.49$, with a total return of 24.85% (4.54% annualized).
The Inflation Adjusted Capital now would be 1035.41$, with a net total return of 3.54% (0.70% annualized).
The Inflation Adjusted Capital now would be 1035.41$, with a net total return of 3.54% (0.70% annualized).
An investment of 1000$, since November 2014,
now would be worth 2526.62$, with a total return of 152.66% (11.40% annualized).
The Inflation Adjusted Capital now would be 1977.51$, with a net total return of 97.75% (8.27% annualized).
The Inflation Adjusted Capital now would be 1977.51$, with a net total return of 97.75% (8.27% annualized).
Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
CATHIE WOOD ARK TECH PORTFOLIO
Drawdown periods
Updated to May 2023
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -69.47% | Feb 2021 | Dec 2022 | 23 | in progress | 5 | 28 |
| -22.61% | Sep 2018 | Dec 2018 | 4 | Nov 2019 | 11 | 15 |
| -13.20% | Mar 2020 | Mar 2020 | 1 | Apr 2020 | 1 | 2 |
| -2.23% | Sep 2020 | Sep 2020 | 1 | Nov 2020 | 2 | 3 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -69.47% | Feb 2021 | Dec 2022 | 23 | in progress | 5 | 28 |
| -22.61% | Sep 2018 | Dec 2018 | 4 | Nov 2019 | 11 | 15 |
| -21.33% | Jun 2015 | Jan 2016 | 8 | Sep 2016 | 8 | 16 |
| -13.20% | Mar 2020 | Mar 2020 | 1 | Apr 2020 | 1 | 2 |
| -8.95% | Oct 2016 | Oct 2016 | 1 | Jan 2017 | 3 | 4 |
| -6.27% | Feb 2018 | Apr 2018 | 3 | May 2018 | 1 | 4 |
| -2.23% | Sep 2020 | Sep 2020 | 1 | Nov 2020 | 2 | 3 |
| -2.00% | Mar 2015 | Mar 2015 | 1 | May 2015 | 2 | 3 |
| -0.57% | Dec 2014 | Dec 2014 | 1 | Feb 2015 | 2 | 3 |
Rolling Returns ( more details)
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
CATHIE WOOD ARK TECH PORTFOLIO
Annualized Rolling Returns
Data Source: from November 2014 to May 2023
Swipe left to see all data
| Rolling Period |
Annualized Return (%) | Negative Periods |
|||
|---|---|---|---|---|---|
| Average | Latest | Best | Worst | ||
| 1 Year |
22.90 | -5.69 |
177.21 Apr 2020 - Mar 2021 |
-61.23 Jul 2021 - Jun 2022 |
33.70% |
| 2 Years |
23.79 | -33.20 |
83.68 Jan 2019 - Dec 2020 |
-41.88 Jan 2021 - Dec 2022 |
16.25% |
| 3 Years |
25.60 | -6.47 |
49.94 Jan 2018 - Dec 2020 |
-6.47 Jun 2020 - May 2023 |
7.35% |
| 5 Years |
24.83 | 4.54 |
50.48 Feb 2016 - Jan 2021 |
2.63 Jan 2018 - Dec 2022 |
0.00% |
| 7 Years |
16.82 | 14.34 |
28.96 Nov 2014 - Oct 2021 |
9.81 Jan 2016 - Dec 2022 |
0.00% |
Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Cathie Wood Ark Tech Portfolio: Rolling Returns page.
Seasonality
In which months is it better to invest in Cathie Wood Ark Tech Portfolio?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
7.07
80% |
-0.25
40% |
-3.66
40% |
-1.28
60% |
-0.18
40% |
6.34
80% |
3.52
80% |
3.13
60% |
-5.67
0% |
1.02
80% |
4.87
60% |
-4.08
40% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
107.07
|
106.81
|
102.89
|
101.58
|
101.40
|
107.82
|
111.62
|
115.11
|
108.58
|
109.69
|
115.04
|
110.35
|
| Best |
23.7 2023 |
7.1 2019 |
2.5 2023 |
24.9 2020 |
13.9 2020 |
15.2 2019 |
13.2 2022 |
15.4 2020 |
-2.2 2020 |
8.3 2021 |
22.6 2020 |
12.2 2020 |
| Worst |
-18.4 2022 |
-3.6 2022 |
-13.2 2020 |
-24.0 2022 |
-12.6 2019 |
-8.5 2022 |
-6.7 2021 |
-7.1 2019 |
-10.6 2022 |
-11.3 2018 |
-10.2 2021 |
-13.4 2022 |
Monthly Seasonality over the period Jun 2018 - May 2023
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Gain Frequency |
4.12
78% |
1.10
56% |
-1.28
44% |
-0.37
56% |
2.70
67% |
3.94
63% |
3.66
88% |
2.45
63% |
-3.24
25% |
0.85
75% |
4.10
78% |
-2.49
33% |
| Capital Growth on monthly avg returns | ||||||||||||
|
100
|
104.12
|
105.26
|
103.91
|
103.52
|
106.32
|
110.51
|
114.55
|
117.36
|
113.56
|
114.52
|
119.21
|
116.24
|
| Best |
23.7 2023 |
7.1 2019 |
9.9 2016 |
24.9 2020 |
13.9 2020 |
15.2 2019 |
13.2 2022 |
15.4 2020 |
7.1 2016 |
8.3 2021 |
22.6 2020 |
12.2 2020 |
| Worst |
-18.4 2022 |
-3.6 2022 |
-13.2 2020 |
-24.0 2022 |
-12.6 2019 |
-8.5 2022 |
-6.7 2021 |
-7.1 2019 |
-10.6 2022 |
-11.3 2018 |
-10.2 2021 |
-13.4 2022 |
Monthly Seasonality over the period Nov 2014 - May 2023
Monthly/Yearly Returns
Cathie Wood Ark Tech Portfolio data source starts from November 2014: let's focus on monthly and yearly returns.
We are providing two different views:
- Histogram: it shows the distribution of the returns recorded so far
- Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Nov 2014 - May 2023
62 Positive Months (60%) - 41 Negative Months (40%)
MONTHLY RETURNS TABLE
Nov 2014 - May 2023
(Scroll down to see all data)
Swipe left to see all data
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2023 |
+24.98 | +22.28 | 23.7 | -2.0 | 2.5 | -8.8 | 10.2 | |||||||
| 2022 |
-58.78 | -61.28 | -18.4 | -3.6 | -2.6 | -24.0 | -6.2 | -8.5 | 13.2 | -5.8 | -10.6 | 3.1 | -3.2 | -13.4 |
| 2021 |
-18.06 | -23.45 | 10.6 | -3.4 | -5.9 | 0.3 | -6.2 | 11.6 | -6.7 | 2.4 | -9.3 | 8.3 | -10.2 | -7.9 |
| 2020 |
+149.52 | +146.16 | 3.7 | 0.6 | -13.2 | 24.9 | 13.9 | 11.2 | 11.0 | 15.4 | -2.2 | 1.2 | 22.6 | 12.2 |
| 2019 |
+35.21 | +32.19 | 15.7 | 7.1 | 0.9 | 1.2 | -12.6 | 15.2 | 0.1 | -7.1 | -2.8 | 3.9 | 11.1 | 1.7 |
| 2018 |
-0.07 | -1.95 | 11.0 | -1.2 | -4.5 | -0.6 | 9.6 | 2.1 | 0.1 | 10.8 | -3.5 | -11.3 | 4.0 | -13.1 |
| 2017 |
+68.38 | +64.90 | 8.5 | 4.5 | 3.5 | 4.0 | 8.9 | 2.4 | 3.1 | 10.7 | 1.9 | 3.5 | 2.7 | 0.1 |
| 2016 |
+0.39 | -1.65 | -18.3 | 1.7 | 9.9 | -0.4 | 3.6 | -1.4 | 8.3 | 0.0 | 7.1 | -8.9 | 3.3 | -0.9 |
| 2015 |
+3.87 | +3.12 | 0.6 | 6.1 | -2.0 | 0.1 | 3.1 | -1.2 | 0.3 | -6.8 | -6.6 | 7.1 | 4.8 | -0.7 |
| 2014 |
- | - | 1.7 | -0.6 | ||||||||||
Portfolio efficiency
Compared to the Cathie Wood Ark Tech Portfolio, the following portfolios granted a higher return over 5 Years and a less severe drawdown at the same time.
Swipe left to see all data
5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Technology | +16.19 | 22.07 | -32.58 | 100 | 0 | 0 | ||
| Cape US Sector Value | +11.44 | 19.20 | -21.00 | 100 | 0 | 0 | ||
| US Stocks | +9.99 | 18.95 | -24.81 | 100 | 0 | 0 | ||
| Warren Buffett Portfolio | +9.94 | 16.72 | -23.08 | 90 | 10 | 0 | ||
| US Stocks ESG | +9.37 | 19.16 | -27.79 | 100 | 0 | 0 | ||
| Dedalo Three | +9.02 | 18.57 | -25.03 | 100 | 0 | 0 | ||
| US Stocks Value | +9.02 | 18.80 | -26.06 | 100 | 0 | 0 | ||
| Stocks/Bonds 60/40 2x Leveraged | +8.76 | 22.95 | -39.53 | 60 | 40 | 0 | ||
| US Stocks Equal Weight | +8.61 | 20.33 | -26.65 | 100 | 0 | 0 | ||
| Stocks/Bonds 80/20 | +8.29 | 15.61 | -22.75 | 80 | 20 | 0 | ||
| US Stocks Minimum Volatility | +8.29 | 14.99 | -19.06 | 100 | 0 | 0 | ||
| Gold | +8.17 | 14.15 | -18.08 | 0 | 0 | 100 | ||
| Stocks/Bonds 60/40 with Bitcoin | +7.87 | 13.12 | -21.45 | 59 | 39 | 2 | ||
| Simple Path to Wealth | +7.85 | 14.80 | -22.24 | 75 | 25 | 0 | ||
| Dedalo Four | +7.41 | 15.28 | -22.61 | 80 | 20 | 0 | ||
| Second Grader's Starter | +6.96 | 16.40 | -24.21 | 90 | 10 | 0 | ||
| Edge Select Aggressive | +6.74 | 15.46 | -23.81 | 84 | 16 | 0 | ||
| All Country World Stocks | +6.70 | 17.90 | -25.52 | 100 | 0 | 0 | ||
| Stocks/Bonds 60/40 | +6.52 | 12.42 | -20.69 | 60 | 40 | 0 | ||
| Permanent Portfolio with Bitcoin | +6.36 | 8.74 | -16.88 | 25 | 50 | 25 | ||
| Stocks/Bonds 60/40 ESG | +6.25 | 12.33 | -22.44 | 60 | 40 | 0 | ||
| Couch Potato | +6.25 | 11.42 | -19.77 | 50 | 50 | 0 | ||
| Simplified Permanent Portfolio 2x Leveraged | +6.22 | 15.96 | -31.96 | 25 | 50 | 25 | ||
| Four Funds | +6.21 | 14.86 | -23.20 | 80 | 20 | 0 | ||
| Core Four | +6.12 | 14.81 | -23.46 | 80 | 20 | 0 | ||
| Three Funds | +6.09 | 14.78 | -23.18 | 80 | 20 | 0 | ||
| Sheltered Sam 100/0 | +6.07 | 18.14 | -25.40 | 97 | 0 | 3 | ||
| Stocks/Bonds 40/60 with Bitcoin | +6.07 | 10.22 | -19.39 | 39 | 59 | 2 | ||
| Seven Value | +6.04 | 14.74 | -20.44 | 71.5 | 28.5 | 0 | ||
| Perfect Portfolio | +6.00 | 14.25 | -18.62 | 80 | 20 | 0 | ||
| Golden Butterfly with Bitcoin | +5.99 | 10.45 | -18.74 | 40 | 40 | 20 | ||
| Edge Select Moderately Aggressive | +5.97 | 13.39 | -22.31 | 69 | 31 | 0 | ||
| Desert Portfolio with Bitcoin | +5.95 | 7.84 | -15.73 | 30 | 60 | 10 | ||
| LifeStrategy Growth Fund | +5.92 | 14.72 | -23.11 | 80 | 20 | 0 | ||
| All Weather Portfolio 2x Leveraged | +5.88 | 20.04 | -36.33 | 37.5 | 55 | 7.5 | ||
| Stocks/Bonds 40/60 2x Leveraged | +5.78 | 17.41 | -36.46 | 40 | 60 | 0 | ||
| Robo Advisor 100 | +5.70 | 18.02 | -24.17 | 100 | 0 | 0 | ||
| Six Ways from Sunday | +5.68 | 14.37 | -19.67 | 66.7 | 33.3 | 0 | ||
| Jane Bryant Quinn Portfolio | +5.68 | 13.62 | -22.74 | 70 | 30 | 0 | ||
| Sheltered Sam 90/10 | +5.67 | 16.35 | -22.65 | 87.3 | 10 | 2.7 | ||
| US Stocks Momentum | +5.61 | 18.81 | -30.16 | 100 | 0 | 0 | ||
| All Country World 80/20 | +5.56 | 14.99 | -23.52 | 80 | 20 | 0 | ||
| Late Thirties to Early Forties | +5.42 | 15.46 | -24.26 | 85 | 15 | 0 | ||
| Marc Faber Portfolio | +5.41 | 11.30 | -19.93 | 50 | 25 | 25 | ||
| Talmud Portfolio 2x Leveraged | +5.39 | 25.25 | -42.70 | 66.7 | 33.3 | 0 | ||
| Mid-Twenties | +5.36 | 15.71 | -24.50 | 87 | 13 | 0 | ||
| Talmud Portfolio | +5.36 | 13.39 | -22.88 | 66.7 | 33.3 | 0 | ||
| Desert Portfolio 2x Leveraged | +5.35 | 15.58 | -34.04 | 30 | 60 | 10 | ||
| All Weather Portfolio with Bitcoin | +5.31 | 10.10 | -21.57 | 30 | 55 | 15 | ||
| Sheltered Sam 80/20 | +5.26 | 14.60 | -19.89 | 77.6 | 20 | 2.4 | ||
| Mid-Fifties | +5.25 | 14.96 | -24.05 | 80 | 20 | 0 | ||
| Robo Advisor 90 | +5.17 | 16.68 | -23.36 | 90.1 | 9.9 | 0 | ||
| Simplified Permanent Portfolio | +5.16 | 8.17 | -16.43 | 25 | 50 | 25 | ||
| Five Asset | +5.13 | 13.51 | -19.30 | 60 | 20 | 20 | ||
| Margaritaville | +5.12 | 12.96 | -21.96 | 67 | 33 | 0 | ||
| Late Sixties and Beyond | +5.10 | 13.66 | -22.44 | 71 | 29 | 0 | ||
| Dimensional 2030 Retirement Income | +5.04 | 11.35 | -20.34 | 55.9 | 44.1 | 0 | ||
| Permanent Portfolio | +5.03 | 8.03 | -15.92 | 25 | 50 | 25 | ||
| Andrew Tobias Portfolio | +5.03 | 11.77 | -18.85 | 66.7 | 33.3 | 0 | ||
| Lazy Portfolio | +4.95 | 12.99 | -22.43 | 70 | 30 | 0 | ||
| Long Term Portfolio | +4.92 | 14.37 | -20.52 | 80 | 20 | 0 | ||
| Edge Select Moderate | +4.87 | 11.22 | -20.56 | 53 | 47 | 0 | ||
| Sheltered Sam 70/30 | +4.83 | 12.88 | -17.80 | 67.9 | 30 | 2.1 | ||
| Stocks/Bonds 80/20 Momentum | +4.77 | 15.53 | -27.23 | 80 | 20 | 0 | ||
| No Brainer Portfolio | +4.76 | 14.06 | -19.76 | 75 | 25 | 0 | ||
| Yale Endowment | +4.71 | 13.51 | -25.53 | 70 | 30 | 0 | ||
| LifeStrategy Moderate Growth | +4.70 | 11.75 | -20.84 | 60 | 40 | 0 | ||
| Stocks/Bonds 40/60 | +4.69 | 9.47 | -18.63 | 40 | 60 | 0 | ||
| Golden Butterfly | +4.68 | 9.60 | -17.79 | 40 | 40 | 20 | ||
| Golden Butterfly 2x Leveraged | +4.66 | 18.31 | -34.50 | 40 | 40 | 20 | ||
| Robo Advisor 80 | +4.65 | 15.21 | -22.63 | 80 | 20 | 0 | ||
| Zefiro Portfolio | +4.63 | 8.70 | -15.09 | 20 | 50 | 30 | ||
| Desert Portfolio | +4.60 | 6.96 | -14.72 | 30 | 60 | 10 | ||
| Ivy Portfolio | +4.59 | 14.21 | -21.77 | 60 | 20 | 20 | ||
| One-Decision Portfolio | +4.58 | 10.63 | -16.74 | 50 | 50 | 0 | ||
| Ark Tech Portfolio | +4.54 | 35.95 | -69.47 | 100 | 0 | 0 | ||
The following portfolios share asset allocation strategy and/or similar asset weights.
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5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Technology | +16.19 | 22.07 | -32.58 | 100 | 0 | 0 | ||
| Ark Tech Portfolio | +4.54 | 35.95 | -69.47 | 100 | 0 | 0 | ||
Here's a list containing the Best Classic Portfolios, with the highest returns over 5 Years and Very High Risk categorization.
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5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Return▾ | Dev.Std | Drawdown | Stocks | Bonds | Comm | ||
| Technology | +16.19 | 22.07 | -32.58 | 100 | 0 | 0 | ||
| US Stocks | +9.99 | 18.95 | -24.81 | 100 | 0 | 0 | ||
| Warren Buffett Portfolio | +9.94 | 16.72 | -23.08 | 90 | 10 | 0 | ||
| US Stocks Value | +9.02 | 18.80 | -26.06 | 100 | 0 | 0 | ||
| Stocks/Bonds 80/20 | +8.29 | 15.61 | -22.75 | 80 | 20 | 0 | ||
