Cathie Wood Ark Tech Portfolio: ETF allocation and returns

Data Source: from November 2014 to November 2023 (~9 years)
Consolidated Returns as of 30 November 2023
Live Update: Dec 01 2023
PORTFOLIO • LIVE PERFORMANCE (USD currency)
4.55%
1 Day
Dec 01 2023
4.55%
Current Month
December 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 6.33% compound annual return, with a 38.15% standard deviation.

Table of contents

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 Currency ETF Name Investment Themes
25.00
ARKG
USD ARK Genomic Revolution ETF Equity, U.S., Growth
25.00
ARKK
USD ARK Innovation ETF Equity, U.S., Growth
25.00
ARKQ
USD ARK Autonomous Technology & Robotics ETF Equity, Developed Markets, Growth
25.00
ARKW
USD ARK Next Generation Internet ETF Equity, U.S., Large Cap, 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 Nov 30, 2023

The Cathie Wood Ark Tech Portfolio guaranteed the following returns.

Returns are calculated in USD, assuming: December 2023 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
CATHIE WOOD ARK TECH PORTFOLIO
Consolidated returns as of 30 November 2023
Live Update: Dec 01 2023
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Nov 30, 2023
  1 Day Time ET(*) Dec 2023 1M 6M 1Y 5Y MAX
(~9Y)
Cathie Wood Ark Tech Portfolio 4.55 4.55 23.67 9.76 18.84 6.33 11.88
US Inflation Adjusted return 23.67 8.49 15.00 2.17 8.74
Components
ARKG
USD ARK Genomic Revolution ETF 4.65 Dec 01 2023 4.65 20.50 -12.30 -14.65 -0.13 4.50
ARKK
USD ARK Innovation ETF 5.03 Dec 01 2023 5.03 31.44 14.83 24.05 2.12 10.65
ARKQ
USD ARK Autonomous Technology & Robotics ETF 4.22 Dec 01 2023 4.22 12.36 6.62 15.28 10.67 12.10
ARKW
USD ARK Next Generation Internet ETF 4.31 Dec 01 2023 4.31 28.68 25.69 47.31 7.78 16.59
Returns over 1 year are annualized | Available data source: since Nov 2014
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Oct 2023. Waiting for updates, inflation of Nov 2023 is set to 0%. Current inflation (annualized) is 1Y: 3.35% , 5Y: 4.07%

Capital Growth as of Nov 30, 2023

An investment of 1$, since December 2018, now would be worth 1.36$, with a total return of 35.91% (6.33% annualized).

The Inflation Adjusted Capital now would be 1.11$, with a net total return of 11.33% (2.17% annualized).
An investment of 1$, since November 2014, now would be worth 2.77$, with a total return of 177.31% (11.88% annualized).

The Inflation Adjusted Capital now would be 2.14$, with a net total return of 114.00% (8.74% annualized).

Portfolio Metrics as of Nov 30, 2023

Metrics of Cathie Wood Ark Tech Portfolio, updated as of 30 November 2023.

Metrics are calculated based on monthly returns, assuming:
CATHIE WOOD ARK TECH PORTFOLIO
Advanced Metrics
Data Source: 1 November 2014 - 30 November 2023 (~9 years)
Swipe left to see all data
Metrics as of Nov 30, 2023
1M 3M 6M 1Y 3Y 5Y MAX
(~9Y)
Investment Return (%) 23.67 1.40 9.76 18.84 -19.60 6.33 11.88
Infl. Adjusted Return (%) details 23.67 1.18 8.49 15.00 -23.96 2.17 8.74
US Inflation (%) 0.00 0.21 1.17 3.35 5.74 4.07 2.89
Waiting for updates, inflation of Nov 2023 is temporarily set to 0%. Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y MAX
Deepest Drawdown Depth (%) -27.76 -69.47 -69.47 -69.47
Start to Recovery (# months) details 4* 34* 34* 34*
Start (yyyy mm) 2023 08 2021 02 2021 02 2021 02
Start to Bottom (# months) 3 23 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 1 11 11 11
End (yyyy mm) - - - -
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details
Start (yyyy mm) 2023 08 2021 02 2021 02 2021 02
Start to Bottom (# months) 3 23 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 1 11 11 11
End (yyyy mm) - - - -
Longest negative period (# months) details 11 36* 54 62
Period Start (yyyy mm) 2022 12 2020 12 2019 05 2018 09
Period End (yyyy mm) 2023 10 2023 11 2023 10 2023 10
Annualized Return (%) -4.25 -19.60 -0.04 -0.43
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%) -28.23 -73.10 -73.10 -73.10
Start to Recovery (# months) details 4* 34* 34* 34*
Start (yyyy mm) 2023 08 2021 02 2021 02 2021 02
Start to Bottom (# months) 3 23 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 1 11 11 11
End (yyyy mm) - - - -
Longest Drawdown Depth (%) -9.60
same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details 5
Start (yyyy mm) 2023 02 2021 02 2021 02 2021 02
Start to Bottom (# months) 3 23 23 23
Bottom (yyyy mm) 2023 04 2022 12 2022 12 2022 12
Bottom to End (# months) 2 11 11 11
End (yyyy mm) 2023 06 - - -
Longest negative period (# months) details 11 36* 59 69
Period Start (yyyy mm) 2022 12 2020 12 2018 12 2018 02
Period End (yyyy mm) 2023 10 2023 11 2023 10 2023 10
Annualized Return (%) -7.62 -23.96 -2.11 -1.50
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y MAX
Standard Deviation (%) 44.61 37.57 38.15 31.30
Sharpe Ratio 0.31 -0.57 0.12 0.25
Sortino Ratio 0.48 -0.89 0.18 0.36
Ulcer Index 11.31 47.46 37.11 28.11
Ratio: Return / Standard Deviation 0.42 -0.52 0.17 0.38
Ratio: Return / Deepest Drawdown 0.68 -0.28 0.09 0.17
% Positive Months details 50% 38% 53% 59%
Positive Months 6 14 32 65
Negative Months 6 22 28 44
ROLLING PERIOD RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y MAX
Over the latest 5Y
Best Rolling Return (%) - Annualized 177.21 40.34 6.33
Worst Rolling Return (%) - Annualized -61.23 -19.82
% Positive Periods 57% 56% 100%
Best Rolling Return (%) - Annualized 170.13 35.56 2.17
Worst Rolling Return (%) - Annualized -64.45 -24.16
% Positive Periods 57% 36% 100%
Over all the available data source (Nov 2014 - Nov 2023)
Best Rolling Return (%) - Annualized 177.21 49.94 50.48
Worst Rolling Return (%) - Annualized -61.23 -19.82 2.49
% Positive Periods 67% 85% 100%
Best Rolling Return (%) - Annualized 170.13 47.22 47.53
Worst Rolling Return (%) - Annualized -64.45 -24.16 -1.49
% Positive Periods 65% 78% 92%
WITHDRAWAL RATES (WR)
1Y 3Y 5Y MAX
Safe WR (%) 19.75 24.83 17.77
Perpetual WR (%) 0.00 2.12 8.03
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed
  • 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)
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum 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).
Analyze your Portfolio: Backtest Now!
Explore historical data since 1871 and fine-tune your investment strategy for better results.

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.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 30 November 2023
Swipe left to see all data
Asset
ARKG
ARKK
ARKQ
ARKW
ARKG
-
0.95
0.90
0.93
ARKK
0.95
-
0.93
0.99
ARKQ
0.90
0.93
-
0.92
ARKW
0.93
0.99
0.92
-
Asset
ARKG
ARKK
ARKQ
ARKW
ARKG
-
0.94
0.86
0.87
ARKK
0.94
-
0.92
0.97
ARKQ
0.86
0.92
-
0.91
ARKW
0.87
0.97
0.91
-
Asset
ARKG
ARKK
ARKQ
ARKW
ARKG
-
0.91
0.82
0.83
ARKK
0.91
-
0.91
0.96
ARKQ
0.82
0.91
-
0.90
ARKW
0.83
0.96
0.90
-

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

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
Drawdown periods - Inflation Adjusted
Data Source: 1 December 2018 - 30 November 2023 (5 Years)
Data Source: 1 November 2014 - 30 November 2023 (~9 years)
Inflation Adjusted:
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-69.47% Feb 2021 Dec 2022 23 in progress 11 34 48.79
-13.20% Mar 2020 Mar 2020 1 Apr 2020 1 2 7.62
-13.05% Dec 2018 Dec 2018 1 Jan 2019 1 2 7.54
-12.62% May 2019 May 2019 1 Jun 2019 1 2 7.29
-9.73% Aug 2019 Sep 2019 2 Nov 2019 2 4 6.08
-2.23% Sep 2020 Sep 2020 1 Nov 2020 2 3 1.24
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-73.10% Feb 2021 Dec 2022 23 in progress 11 34 53.00
-13.01% Mar 2020 Mar 2020 1 Apr 2020 1 2 7.51
-12.81% May 2019 May 2019 1 Jun 2019 1 2 7.39
-12.78% Dec 2018 Dec 2018 1 Jan 2019 1 2 7.38
-9.86% Jul 2019 Sep 2019 3 Nov 2019 2 5 5.67
-2.37% Sep 2020 Sep 2020 1 Nov 2020 2 3 1.34
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-69.47% Feb 2021 Dec 2022 23 in progress 11 34 48.79
-22.61% Sep 2018 Dec 2018 4 Nov 2019 11 15 9.50
-21.33% Jun 2015 Jan 2016 8 Sep 2016 8 16 10.01
-13.20% Mar 2020 Mar 2020 1 Apr 2020 1 2 7.62
-8.95% Oct 2016 Oct 2016 1 Jan 2017 3 4 5.68
-6.27% Feb 2018 Apr 2018 3 May 2018 1 4 3.83
-2.23% Sep 2020 Sep 2020 1 Nov 2020 2 3 1.24
-2.00% Mar 2015 Mar 2015 1 May 2015 2 3 1.39
-0.57% Dec 2014 Dec 2014 1 Feb 2015 2 3 0.29
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-73.10% Feb 2021 Dec 2022 23 in progress 11 34 53.00
-22.33% Sep 2018 Dec 2018 4 Nov 2019 11 15 10.00
-21.17% Mar 2015 Jan 2016 11 Sep 2016 8 19 9.53
-13.01% Mar 2020 Mar 2020 1 Apr 2020 1 2 7.51
-9.06% Oct 2016 Oct 2016 1 Jan 2017 3 4 5.71
-7.27% Feb 2018 Apr 2018 3 May 2018 1 4 4.38
-2.37% Sep 2020 Sep 2020 1 Nov 2020 2 3 1.34
-0.00% Dec 2014 Dec 2014 1 Jan 2015 1 2 0.00

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
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 December 2018 - 30 November 2023 (5 Years)
Data Source: 1 November 2014 - 30 November 2023 (~9 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -61.23 07/2021
06/2022
0.38$ -52.96 0.47$ 13.71 1.13$ 109.26 2.09$ 177.21 04/2020
03/2021
2.77$ 18.84 42.86%
2Y -41.88 01/2021
12/2022
0.33$ -35.38 0.41$ -6.86 0.86$ 67.19 2.79$ 83.68 01/2019
12/2020
3.37$ -27.82 51.35%
3Y -19.82 11/2020
10/2023
0.51$ -14.64 0.62$ 2.72 1.08$ 19.19 1.69$ 40.34 01/2019
12/2021
2.76$ -19.60 44.00%
5Y 6.33 12/2018
11/2023
1.35$ 6.33 1.35$ 6.33 1.35$ 6.33 1.35$ 6.33 12/2018
11/2023
1.35$ 6.33 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -64.45 07/2021
06/2022
0.35$ -56.66 0.43$ 10.44 1.10$ 106.55 2.06$ 170.13 04/2020
03/2021
2.70$ 15.00 42.86%
2Y -45.56 01/2021
12/2022
0.29$ -39.46 0.36$ -12.77 0.76$ 61.34 2.60$ 80.39 01/2019
12/2020
3.25$ -31.40 54.05%
3Y -24.16 11/2020
10/2023
0.43$ -19.25 0.52$ -2.14 0.93$ 14.40 1.49$ 35.56 01/2019
12/2021
2.49$ -23.96 64.00%
5Y 2.17 12/2018
11/2023
1.11$ 2.17 1.11$ 2.17 1.11$ 2.17 1.11$ 2.17 12/2018
11/2023
1.11$ 2.17 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -61.23 07/2021
06/2022
0.38$ -33.11 0.66$ 13.71 1.13$ 66.72 1.66$ 177.21 04/2020
03/2021
2.77$ 18.84 32.65%
2Y -41.88 01/2021
12/2022
0.33$ -27.44 0.52$ 24.22 1.54$ 50.24 2.25$ 83.68 01/2019
12/2020
3.37$ -27.82 22.09%
3Y -19.82 11/2020
10/2023
0.51$ -0.35 0.98$ 24.83 1.94$ 39.00 2.68$ 49.94 01/2018
12/2020
3.37$ -19.60 14.86%
5Y 2.49 10/2018
09/2023
1.13$ 4.88 1.26$ 18.86 2.37$ 41.73 5.71$ 50.48 02/2016
01/2021
7.71$ 6.33 0.00%
7Y 9.81 01/2016
12/2022
1.92$ 12.01 2.21$ 14.57 2.59$ 19.98 3.57$ 28.96 11/2014
10/2021
5.93$ 14.67 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -64.45 07/2021
06/2022
0.35$ -36.29 0.63$ 11.20 1.11$ 63.13 1.63$ 170.13 04/2020
03/2021
2.70$ 15.00 34.69%
2Y -45.56 01/2021
12/2022
0.29$ -31.40 0.47$ 21.53 1.47$ 46.72 2.15$ 80.39 01/2019
12/2020
3.25$ -31.40 23.26%
3Y -24.16 11/2020
10/2023
0.43$ -5.09 0.85$ 22.25 1.82$ 35.56 2.49$ 47.22 01/2018
12/2020
3.19$ -23.96 21.62%
5Y -1.49 10/2018
09/2023
0.92$ 1.01 1.05$ 16.73 2.16$ 38.17 5.03$ 47.53 02/2016
01/2021
6.98$ 2.17 8.00%
7Y 6.30 01/2016
12/2022
1.53$ 8.40 1.75$ 10.92 2.06$ 16.77 2.96$ 26.18 11/2014
10/2021
5.09$ 10.76 0.00%
Annualized rolling and percentiles/median 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.
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%
7.98
80%
5.77
80%
-1.42
40%
-6.67
0%
1.21
80%
8.81
60%
-4.08
40%
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
23.7
2023
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
-11.9
2023
-10.6
2022
-10.4
2023
-10.2
2021
-13.4
2022
Monthly Seasonality over the period Dec 2014 - Nov 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%
4.65
67%
4.52
89%
0.86
56%
-3.82
22%
-0.40
67%
6.06
80%
-2.49
33%
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
23.7
2023
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
-11.9
2023
-10.6
2022
-11.3
2018
-10.2
2021
-13.4
2022
Monthly Seasonality over the period Dec 2014 - Nov 2023

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the Cathie Wood Ark Tech Portfolio over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

CATHIE WOOD ARK TECH PORTFOLIO
Monthly Returns Distribution
Data Source: 1 December 2018 - 30 November 2023 (5 Years)
Data Source: 1 November 2014 - 30 November 2023 (~9 years)
32 Positive Months (53%) - 28 Negative Months (47%)
65 Positive Months (60%) - 44 Negative Months (40%)
Swipe left to see all data
(Scroll down to see all data)

Portfolio efficiency

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 Author Return Dev.Std Drawdown Stocks Bonds Comm
Technology +18.87 22.30 -32.58 100 0 0
Cape US Sector Value Robert Shiller +13.49 19.60 -21.00 100 0 0
US Stocks ESG +12.59 19.66 -27.79 100 0 0
US Stocks +11.71 19.38 -24.81 100 0 0
Warren Buffett Portfolio Warren Buffett +11.47 17.13 -23.08 90 10 0
Dedalo Three Dedalo Invest +10.92 19.00 -25.03 100 0 0
US Stocks Value +10.48 19.42 -26.06 100 0 0
Gold +10.31 14.50 -18.08 0 0 100
US Stocks Equal Weight +9.86 20.93 -26.65 100 0 0
Stocks/Bonds 60/40 2x Leveraged +9.79 23.99 -39.53 60 40 0
Stocks/Bonds 80/20 +9.65 16.06 -22.75 80 20 0
Stocks/Bonds 60/40 with Bitcoin +9.22 13.53 -21.45 59 39 2
Simple Path to Wealth JL Collins +9.13 15.25 -22.24 75 25 0
All Country World Stocks +9.07 18.30 -25.52 100 0 0
Dedalo Four Dedalo Invest +8.96 15.70 -22.61 80 20 0
Second Grader's Starter Paul Farrell +8.80 16.82 -24.21 90 10 0
Edge Select Aggressive Merrill Lynch +8.67 15.87 -23.81 84 16 0
Stocks/Bonds 60/40 ESG +8.15 12.89 -22.44 60 40 0
US Stocks Minimum Volatility +8.15 15.13 -19.06 100 0 0
Aim Bold Strategy Aim Ways +8.11 11.80 -20.16 45 40 15
US Stocks Momentum +8.09 18.85 -30.16 100 0 0
Four Funds Bogleheads +7.89 15.26 -23.20 80 20 0
Perfect Portfolio Ben Stein +7.81 14.56 -18.62 80 20 0
Robo Advisor 100 Betterment +7.75 18.43 -24.17 100 0 0
Three Funds Bogleheads +7.75 15.21 -23.18 80 20 0
Dedalo Eleven Dedalo Invest +7.69 15.42 -23.40 80 20 0
Sheltered Sam 100/0 Bill Bernstein +7.63 18.63 -25.40 97 0 3
LifeStrategy Growth Fund Vanguard +7.61 15.14 -23.11 80 20 0
Edge Select Moderately Aggressive Merrill Lynch +7.58 13.83 -22.31 69 31 0
Core Four Rick Ferri +7.56 15.31 -23.46 80 20 0
Stocks/Bonds 60/40 +7.53 12.88 -20.69 60 40 0
All Country World 80/20 +7.49 15.41 -23.52 80 20 0
Seven Value Scott Burns +7.42 14.99 -20.44 71.5 28.5 0
Permanent Portfolio with Bitcoin Harry Browne +7.42 9.21 -16.88 25 50 25
Golden Butterfly with Bitcoin +7.34 10.93 -18.74 40 40 20
Six Ways from Sunday Scott Burns +7.22 14.60 -19.67 66.7 33.3 0
Couch Potato Scott Burns +7.16 11.73 -19.77 50 50 0
European Stocks +7.14 20.49 -30.98 100 0 0
Robo Advisor 90 Betterment +7.11 17.10 -23.36 90.1 9.9 0
Sheltered Sam 90/10 Bill Bernstein +7.08 16.80 -22.65 87.3 10 2.7
Stocks/Bonds 40/60 with Bitcoin +7.06 10.64 -19.39 39 59 2
Five Asset Roger Gibson +6.97 13.89 -19.30 60 20 20
Mid-Twenties Burton Malkiel +6.97 16.18 -24.50 87 13 0
Late Thirties to Early Forties Burton Malkiel +6.94 15.93 -24.26 85 15 0
Developed World ex-US Stocks Momentum +6.93 16.23 -28.57 100 0 0
Simplified Permanent Portfolio 2x Leveraged +6.91 16.89 -31.96 25 50 25
Desert Portfolio with Bitcoin Gyroscopic Investing +6.88 8.14 -15.73 30 60 10
Jane Bryant Quinn Portfolio Jane Bryant Quinn +6.87 14.12 -22.74 70 30 0
Stocks/Bonds 80/20 Momentum +6.71 15.62 -27.23 80 20 0
Margaritaville Scott Burns +6.63 13.29 -21.96 67 33 0
Mid-Fifties Burton Malkiel +6.59 15.47 -24.05 80 20 0
Sheltered Sam 80/20 Bill Bernstein +6.52 15.02 -19.89 77.6 20 2.4
Andrew Tobias Portfolio Andrew Tobias +6.50 12.06 -18.85 66.7 33.3 0
Long Term Portfolio Ben Stein +6.49 14.81 -20.52 80 20 0
Ivy Portfolio Mebane Faber +6.47 14.56 -21.77 60 20 20
Robo Advisor 80 Betterment +6.39 15.64 -22.63 80 20 0
No Brainer Portfolio Bill Bernstein +6.37 14.37 -19.76 75 25 0
Marc Faber Portfolio Marc Faber +6.36 11.87 -19.93 50 25 25
Ark Tech Portfolio Cathie Wood +6.33 38.15 -69.47 100 0 0

The following portfolios share asset allocation strategy and/or similar asset weights.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Author Return Dev.Std Drawdown Stocks Bonds Comm
Technology +18.87 22.30 -32.58 100 0 0
Ark Tech Portfolio Cathie Wood +6.33 38.15 -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.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Author Return Dev.Std Drawdown Stocks Bonds Comm
Technology +18.87 22.30 -32.58 100 0 0
US Stocks +11.71 19.38 -24.81 100 0 0
Warren Buffett Portfolio Warren Buffett +11.47 17.13 -23.08 90 10 0
Dedalo Three Dedalo Invest +10.92 19.00 -25.03 100 0 0
US Stocks Value +10.48 19.42 -26.06 100 0 0
Analyze your Portfolio: Backtest Now!
Explore historical data since 1871 and fine-tune your investment strategy for better results.