A Lazy Portfolio is a collection of investments that requires very little maintenance.
It’s the typical passive investing strategy, for long-term investors, with time horizons of more than 10 years.
Choose your investment style (Classic or Alternative?), pick your Lazy Portfolios and implement them with ETFs.
A Classic Lazy Portfolio contains the main traditional asset classes, with the aim to achieve above-average returns while taking a below-average risk.
A Modern/Alternative Lazy Portfolio can use particular assets/strategies, with the aim of obtaining an extra return.
Choose your Lazy Portfolio
Consolidated returns as of 31 March 2024
Live Update at Apr 17 2024, 07:57PM Eastern Time
Live Update at Apr 17 2024, 07:57PM Eastern Time
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Mar 2024.
Current inflation (annualized) is
1Y: 3.48%
, 5Y: 4.19%
, 10Y: 2.84%
, 30Y: 2.54%
Portfolio returns are updated to 31 March 2024.
Portfolio returns are updated to 31 March 2024.
Live Apr 2024 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 March 2024.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 March 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 March 2024.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 March 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Mar 2024.
2024: 1.13%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Mar 31, 2024 |
Chg (%) |
Return (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
Ulcer Index |
YTD(%) |
Yearly Returns (%) |
||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | #ETF | Stocks | Bonds | Comm | 1Y | 5Y | 10Y | 30Y ▾ | Daily | Time(ET) | Apr 2024 | Mar 2024 | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 2024 | 2023 | 2022 | 2021 | 2024 | 2023 | 2022 | 2021 | |
Technology | 1 | 100 | 0 | 0 |
39.27
|
20.61
|
18.58
|
14.30
|
-1.22 | 04:00PM, Apr 17 2024 | -4.09 | 1.27 | 15.17 | 21.67 | 18.31 | 23.97 | 2.59 | 0.95 | 1.01 | 0.60 | -32.58 | -32.58 | -81.08 | 0.63 | 0.57 | 0.18 | 12.56 | 9.40 | 39.57 |
8.56
|
54.85
|
-32.58
|
27.42
|
0.14 | 0.95 | 0.54 | 0.54 | |
US Stocks Momentum | 1 | 100 | 0 | 0 |
36.11
|
12.19
|
13.40
|
12.95
|
-1.35 | 04:00PM, Apr 17 2024 | -4.34 | 2.91 | 16.26 | 18.91 | 15.66 | 15.35 | 2.22 | 0.64 | 0.86 | 0.84 | -30.16 | -30.16 | -53.85 | 0.40 | 0.44 | 0.24 | 14.40 | 10.56 | 16.18 |
19.52
|
9.16
|
-18.26
|
13.37
|
0.10 | 1.46 | 1.45 | 0.62 | |
US Stocks Quality | 1 | 100 | 0 | 0 |
34.18
|
14.88
|
13.13
|
12.01
|
-0.70 | 04:00PM, Apr 17 2024 | -4.34 | 2.77 | 12.70 | 18.91 | 15.43 | 15.06 | 2.69 | 0.79 | 0.85 | 0.80 | -27.78 | -27.78 | -46.25 | 0.54 | 0.47 | 0.26 | 9.55 | 7.15 | 13.77 |
11.95
|
30.89
|
-20.49
|
26.93
|
0.25 | 1.59 | 1.25 | 1.51 | |
Stocks/Bonds 80/20 Momentum | 2 | 80 | 20 | 0 |
28.68
|
9.90
|
11.09
|
11.56
|
-0.99 | 04:00PM, Apr 17 2024 | -3.89 | 2.55 | 13.81 | 15.69 | 12.93 | 12.39 | 2.08 | 0.63 | 0.86 | 0.93 | -27.23 | -27.23 | -43.61 | 0.36 | 0.41 | 0.27 | 12.97 | 9.45 | 11.96 |
15.48
|
8.41
|
-17.23
|
10.32
|
0.19 | 1.81 | 1.61 | 0.91 | |
US Stocks | 1 | 100 | 0 | 0 |
28.85
|
14.15
|
12.23
|
10.49
|
-0.59 | 04:00PM, Apr 17 2024 | -4.70 | 2.90 | 13.76 | 18.70 | 15.50 | 15.52 | 2.10 | 0.76 | 0.79 | 0.68 | -24.81 | -24.81 | -50.84 | 0.57 | 0.49 | 0.21 | 9.13 | 6.94 | 14.30 |
9.56
|
26.05
|
-19.51
|
25.67
|
0.00 | 1.80 | 1.33 | 1.51 | |
US Stocks Value | 1 | 100 | 0 | 0 |
24.99
|
13.06
|
10.43
|
10.28
|
-0.13 | 04:00PM, Apr 17 2024 | -5.58 | 4.69 | 14.56 | 18.72 | 15.52 | 15.35 | 1.72 | 0.70 | 0.67 | 0.67 | -26.06 | -26.06 | -55.41 | 0.50 | 0.40 | 0.19 | 7.18 | 5.82 | 13.14 |
7.77
|
21.75
|
-5.39
|
25.21
|
0.52 | 2.11 | 2.07 | 2.32 | |
Warren Buffett Portfolio | 2 | 90 | 10 | 0 |
27.09
|
13.53
|
11.64
|
10.09
|
-0.46 | 04:00PM, Apr 17 2024 | -3.79 | 2.41 | 11.99 | 16.55 | 13.69 | 13.63 | 2.26 | 0.82 | 0.85 | 0.74 | -23.08 | -23.08 | -45.52 | 0.59 | 0.50 | 0.22 | 8.34 | 6.29 | 12.59 |
8.94
|
24.87
|
-18.29
|
24.59
|
0.06 | 1.91 | 1.31 | 1.38 | |
US Stocks Minimum Volatility | 1 | 100 | 0 | 0 |
17.12
|
9.24
|
10.87
|
10.04
|
0.00 | 04:00PM, Apr 17 2024 | -4.38 | 3.14 | 9.43 | 14.60 | 12.08 | 13.68 | 1.82 | 0.63 | 0.90 | 0.73 | -19.06 | -19.06 | -43.27 | 0.48 | 0.57 | 0.23 | 6.58 | 4.91 | 10.61 |
7.58
|
10.34
|
-9.42
|
20.84
|
0.46 | 1.98 | 1.45 | 1.52 | |
Stocks/Bonds 60/40 Momentum | 2 | 60 | 40 | 0 |
21.53
|
7.57
|
8.75
|
9.98
|
-0.62 | 04:00PM, Apr 17 2024 | -3.45 | 2.17 | 11.48 | 12.62 | 10.30 | 9.57 | 1.88 | 0.60 | 0.85 | 1.04 | -24.21 | -24.21 | -32.52 | 0.31 | 0.36 | 0.31 | 11.53 | 8.34 | 8.22 |
11.43
|
7.66
|
-16.20
|
7.27
|
0.28 | 2.16 | 1.76 | 1.20 | |
Stocks/Bonds 80/20 | 2 | 80 | 20 | 0 |
23.26
|
11.49
|
10.16
|
9.53
|
-0.37 | 04:00PM, Apr 17 2024 | -4.18 | 2.51 | 12.17 | 15.57 | 12.77 | 12.48 | 1.91 | 0.74 | 0.80 | 0.76 | -22.75 | -22.75 | -41.09 | 0.50 | 0.45 | 0.23 | 8.44 | 6.31 | 10.39 |
7.51
|
21.92
|
-18.23
|
20.16
|
0.11 | 2.08 | 1.51 | 1.62 | |
Dedalo Three | 2 | 100 | 0 | 0 |
27.01
|
13.20
|
11.20
|
9.39
|
-0.52 | 04:00PM, Apr 17 2024 | -4.62 | 2.98 | 13.68 | 18.38 | 15.23 | 15.40 | 1.97 | 0.72 | 0.74 | 0.61 | -25.03 | -25.03 | -52.73 | 0.53 | 0.45 | 0.18 | 9.11 | 7.00 | 15.17 |
9.04
|
24.84
|
-19.06
|
23.45
|
0.12 | 2.01 | 1.47 | 1.70 | |
Sheltered Sam 100/0 | 10 | 97 | 0 | 3 |
17.73
|
9.69
|
8.58
|
9.33
|
-0.33 | 04:00PM, Apr 17 2024 | -5.29 | 3.64 | 14.71 | 18.11 | 14.86 | 15.28 | 1.21 | 0.53 | 0.58 | 0.61 | -25.40 | -25.40 | -54.91 | 0.38 | 0.34 | 0.17 | 8.30 | 6.46 | 11.40 |
5.42
|
15.58
|
-12.59
|
23.26
|
0.28 | 2.62 | 2.02 | 2.43 | |
Simple Path to Wealth | 2 | 75 | 25 | 0 |
21.87
|
10.81
|
9.64
|
9.27
|
-0.32 | 04:00PM, Apr 17 2024 | -4.05 | 2.42 | 11.77 | 14.81 | 12.10 | 11.74 | 1.86 | 0.73 | 0.80 | 0.79 | -22.24 | -22.24 | -38.53 | 0.49 | 0.43 | 0.24 | 8.29 | 6.17 | 9.47 |
7.00
|
20.89
|
-17.91
|
18.79
|
0.14 | 2.15 | 1.56 | 1.65 | |
Robust | 8 | 70 | 20 | 10 |
16.96
|
7.65
|
6.95
|
9.14
|
-0.60 | 04:00PM, Apr 17 2024 | -3.97 | 2.71 | 11.36 | 13.78 | 11.26 | 11.08 | 1.49 | 0.55 | 0.62 | 0.83 | -19.09 | -19.09 | -44.20 | 0.40 | 0.36 | 0.21 | 7.23 | 5.57 | 8.38 |
7.73
|
8.53
|
-10.29
|
17.40
|
0.20 | 2.35 | 1.83 | 1.61 | |
Shield Strategy | 6 | 42 | 38 | 20 |
16.94
|
9.97
|
8.32
|
8.96
|
-0.29 | 04:00PM, Apr 17 2024 | -1.35 | 3.17 | 8.88 | 11.15 | 8.94 | 8.83 | 1.91 | 0.89 | 0.93 | 1.01 | -19.36 | -19.36 | -19.36 | 0.51 | 0.43 | 0.46 | 6.57 | 4.84 | 5.59 |
5.16
|
20.08
|
-15.12
|
9.82
|
0.35 | 1.94 | 1.22 | 1.09 | |
Sheltered Sam 90/10 | 12 | 87.3 | 10 | 2.7 |
16.07
|
8.90
|
7.90
|
8.92
|
-0.28 | 04:00PM, Apr 17 2024 | -4.84 | 3.33 | 13.46 | 16.35 | 13.41 | 13.71 | 1.19 | 0.54 | 0.59 | 0.65 | -22.65 | -22.65 | -50.12 | 0.39 | 0.35 | 0.18 | 7.65 | 5.94 | 9.88 |
4.89
|
14.39
|
-12.09
|
21.12
|
0.29 | 2.65 | 2.12 | 2.38 | |
Aggressive Global Income | 4 | 80 | 20 | 0 |
12.89
|
5.97
|
5.53
|
8.89
|
-0.06 | 04:00PM, Apr 17 2024 | -4.73 | 3.39 | 11.92 | 15.35 | 12.77 | 14.40 | 1.08 | 0.39 | 0.43 | 0.62 | -23.84 | -23.84 | -52.63 | 0.25 | 0.23 | 0.17 | 7.47 | 6.26 | 10.89 |
3.17
|
11.91
|
-8.43
|
17.07
|
0.57 | 4.22 | 3.49 | 3.67 | |
Dedalo Four | 3 | 80 | 20 | 0 |
22.49
|
10.68
|
9.45
|
8.71
|
-0.39 | 04:00PM, Apr 17 2024 | -3.90 | 2.63 | 11.76 | 15.26 | 12.52 | 12.39 | 1.91 | 0.70 | 0.76 | 0.70 | -22.61 | -22.61 | -43.94 | 0.47 | 0.42 | 0.20 | 8.29 | 6.24 | 10.93 |
7.21
|
21.59
|
-17.79
|
18.23
|
0.17 | 2.55 | 1.44 | 2.07 | |
Edge Select Aggressive | 12 | 84 | 16 | 0 |
20.37
|
10.10
|
8.69
|
8.63
|
-0.29 | 04:00PM, Apr 17 2024 | -3.91 | 2.65 | 12.33 | 15.45 | 12.86 | 13.23 | 1.65 | 0.65 | 0.68 | 0.65 | -23.81 | -23.81 | -45.65 | 0.42 | 0.37 | 0.19 | 8.50 | 6.57 | 11.10 |
6.27
|
21.48
|
-17.87
|
15.74
|
0.37 | 2.48 | 1.69 | 1.85 | |
Mid-Fifties | 8 | 80 | 20 | 0 |
15.50
|
7.55
|
7.16
|
8.58
|
-0.20 | 04:00PM, Apr 17 2024 | -4.52 | 2.37 | 12.62 | 15.08 | 12.40 | 12.94 | 1.23 | 0.50 | 0.58 | 0.66 | -24.05 | -24.05 | -46.21 | 0.31 | 0.30 | 0.19 | 9.16 | 6.93 | 8.88 |
4.47
|
15.87
|
-17.33
|
15.75
|
0.16 | 3.12 | 2.08 | 2.30 | |
Robo Advisor 100 | 6 | 100 | 0 | 0 |
19.20
|
9.66
|
8.17
|
8.52
|
-0.24 | 04:00PM, Apr 17 2024 | -4.78 | 3.43 | 14.17 | 17.92 | 14.91 | 15.76 | 1.35 | 0.54 | 0.55 | 0.54 | -24.17 | -24.17 | -54.55 | 0.40 | 0.34 | 0.16 | 8.76 | 7.14 | 13.31 |
6.76
|
17.92
|
-15.26
|
18.02
|
0.12 | 2.51 | 1.83 | 2.34 | |
Late Thirties to Early Forties | 8 | 85 | 15 | 0 |
16.56
|
8.06
|
7.42
|
8.50
|
-0.24 | 04:00PM, Apr 17 2024 | -4.47 | 2.49 | 12.78 | 15.51 | 12.83 | 13.55 | 1.30 | 0.52 | 0.58 | 0.63 | -24.26 | -24.26 | -48.28 | 0.33 | 0.31 | 0.18 | 9.12 | 7.01 | 9.83 |
5.03
|
16.77
|
-17.38
|
15.84
|
0.12 | 2.96 | 1.97 | 2.23 | |
Second Grader's Starter | 3 | 90 | 10 | 0 |
21.44
|
10.51
|
8.95
|
8.50
|
-0.30 | 04:00PM, Apr 17 2024 | -4.26 | 2.84 | 12.78 | 16.36 | 13.54 | 13.85 | 1.68 | 0.64 | 0.66 | 0.61 | -24.21 | -24.21 | -48.52 | 0.43 | 0.37 | 0.18 | 8.71 | 6.74 | 12.78 |
7.13
|
20.93
|
-17.70
|
17.70
|
0.17 | 2.53 | 1.80 | 2.09 | |
Dedalo Eleven | 9 | 80 | 20 | 0 |
18.63
|
9.03
|
8.11
|
8.50
|
-0.30 | 04:00PM, Apr 17 2024 | -3.96 | 2.53 | 12.04 | 15.00 | 12.44 | 12.70 | 1.55 | 0.60 | 0.65 | 0.67 | -23.40 | -23.40 | -44.63 | 0.39 | 0.35 | 0.19 | 8.61 | 6.61 | 10.65 |
5.81
|
19.09
|
-17.79
|
14.88
|
0.10 | 2.70 | 2.04 | 2.12 | |
Sheltered Sam 80/20 | 12 | 77.6 | 20 | 2.4 |
14.42
|
8.11
|
7.20
|
8.48
|
-0.23 | 04:00PM, Apr 17 2024 | -4.40 | 3.01 | 12.21 | 14.62 | 11.99 | 12.18 | 1.18 | 0.55 | 0.60 | 0.70 | -19.89 | -19.89 | -45.06 | 0.41 | 0.36 | 0.19 | 7.03 | 5.43 | 8.48 |
4.36
|
13.20
|
-11.58
|
18.98
|
0.30 | 2.68 | 2.23 | 2.33 | |
Late Sixties and Beyond | 8 | 71 | 29 | 0 |
14.03
|
6.92
|
6.77
|
8.44
|
-0.16 | 04:00PM, Apr 17 2024 | -4.38 | 2.13 | 11.82 | 13.83 | 11.31 | 11.64 | 1.19 | 0.50 | 0.60 | 0.72 | -22.44 | -22.44 | -41.80 | 0.31 | 0.30 | 0.20 | 8.62 | 6.43 | 7.72 |
3.75
|
14.40
|
-16.23
|
15.40
|
0.23 | 3.36 | 2.16 | 2.25 | |
Stocks/Bonds 60/40 | 2 | 60 | 40 | 0 |
17.74
|
8.77
|
8.05
|
8.42
|
-0.16 | 04:00PM, Apr 17 2024 | -3.66 | 2.12 | 10.60 | 12.59 | 10.16 | 9.60 | 1.67 | 0.70 | 0.79 | 0.88 | -20.69 | -20.69 | -30.55 | 0.42 | 0.39 | 0.28 | 7.86 | 5.77 | 6.90 |
5.46
|
17.79
|
-16.95
|
14.66
|
0.22 | 2.36 | 1.69 | 1.73 | |
Talmud Portfolio | 3 | 66.7 | 33.3 | 0 |
12.54
|
6.33
|
6.86
|
8.41
|
-0.28 | 04:00PM, Apr 17 2024 | -5.30 | 1.65 | 12.79 | 13.76 | 11.27 | 10.81 | 0.98 | 0.46 | 0.61 | 0.78 | -22.88 | -22.88 | -40.17 | 0.28 | 0.30 | 0.21 | 10.01 | 7.29 | 7.41 |
2.25
|
14.42
|
-19.62
|
21.44
|
0.19 | 3.10 | 2.13 | 2.37 | |
Mid-Twenties | 8 | 87 | 13 | 0 |
16.82
|
8.12
|
7.42
|
8.41
|
-0.25 | 04:00PM, Apr 17 2024 | -4.48 | 2.54 | 12.94 | 15.75 | 13.06 | 13.87 | 1.30 | 0.52 | 0.57 | 0.61 | -24.50 | -24.50 | -49.50 | 0.33 | 0.30 | 0.17 | 9.23 | 7.13 | 10.41 |
5.15
|
17.14
|
-17.64
|
15.90
|
0.10 | 2.93 | 1.94 | 2.22 | |
Robo Advisor 90 | 11 | 90.1 | 9.9 | 0 |
17.54
|
8.74
|
7.61
|
8.37
|
-0.18 | 04:00PM, Apr 17 2024 | -4.48 | 3.27 | 13.44 | 16.66 | 13.79 | 14.41 | 1.30 | 0.52 | 0.55 | 0.58 | -23.36 | -23.36 | -50.07 | 0.37 | 0.33 | 0.17 | 8.52 | 6.83 | 11.39 |
5.91
|
16.67
|
-15.33
|
16.04
|
0.31 | 2.72 | 1.95 | 2.36 | |
Ultimate Buy and Hold Strategy | 10 | 100 | 0 | 0 |
14.43
|
7.31
|
6.73
|
8.35
|
-0.23 | 04:00PM, Apr 17 2024 | -5.42 | 3.31 | 15.50 | 18.74 | 15.35 | 15.71 | 0.93 | 0.39 | 0.44 | 0.53 | -27.54 | -27.54 | -57.21 | 0.27 | 0.24 | 0.15 | 10.00 | 7.84 | 12.17 |
3.67
|
15.13
|
-15.37
|
19.37
|
0.23 | 3.05 | 2.27 | 2.79 | |
Weird Portfolio | 5 | 60 | 20 | 20 |
6.53
|
5.29
|
5.43
|
8.33
|
-0.17 | 04:00PM, Apr 17 2024 | -4.08 | 3.49 | 15.10 | 13.99 | 11.40 | 10.82 | 0.43 | 0.38 | 0.48 | 0.77 | -24.18 | -24.18 | -32.97 | 0.22 | 0.22 | 0.25 | 10.04 | 7.47 | 6.56 |
0.83
|
10.94
|
-18.17
|
14.49
|
0.19 | 2.52 | 1.49 | 2.02 | |
Seven Value | 7 | 71.5 | 28.5 | 0 |
13.44
|
8.55
|
6.87
|
8.30
|
-0.18 | 04:00PM, Apr 17 2024 | -3.68 | 3.58 | 10.69 | 14.59 | 11.85 | 11.29 | 1.26 | 0.59 | 0.58 | 0.74 | -20.44 | -20.44 | -41.22 | 0.42 | 0.34 | 0.20 | 5.38 | 4.47 | 7.31 |
5.06
|
10.67
|
-3.63
|
22.53
|
0.32 | 3.34 | 3.17 | 3.60 | |
Couch Potato | 2 | 50 | 50 | 0 |
13.97
|
8.20
|
7.16
|
8.26
|
-0.10 | 04:00PM, Apr 17 2024 | -3.09 | 1.81 | 9.00 | 11.45 | 9.23 | 8.70 | 1.55 | 0.72 | 0.78 | 0.95 | -19.77 | -19.77 | -27.04 | 0.41 | 0.36 | 0.31 | 7.43 | 5.48 | 5.17 |
4.74
|
14.66
|
-16.31
|
15.67
|
0.00 | 2.30 | 3.61 | 2.96 | |
Core Four | 4 | 80 | 20 | 0 |
17.90
|
8.83
|
7.93
|
8.26
|
-0.24 | 04:00PM, Apr 17 2024 | -4.39 | 2.48 | 12.38 | 14.93 | 12.21 | 12.19 | 1.45 | 0.59 | 0.65 | 0.68 | -23.46 | -23.46 | -44.44 | 0.38 | 0.34 | 0.19 | 8.76 | 6.58 | 9.87 |
5.45
|
18.34
|
-17.83
|
17.18
|
0.20 | 2.75 | 1.93 | 2.20 | |
Stocks/Bonds 40/60 Momentum | 2 | 40 | 60 | 0 |
14.65
|
5.19
|
6.37
|
8.24
|
-0.25 | 04:00PM, Apr 17 2024 | -3.00 | 1.76 | 9.39 | 9.81 | 7.86 | 6.99 | 1.56 | 0.53 | 0.81 | 1.18 | -21.11 | -21.11 | -21.11 | 0.25 | 0.30 | 0.39 | 10.09 | 7.25 | 5.23 |
7.39
|
6.91
|
-15.17
|
4.23
|
0.38 | 2.50 | 1.92 | 1.48 | |
Robo Advisor 80 | 10 | 80 | 20 | 0 |
15.91
|
7.77
|
6.97
|
8.16
|
-0.11 | 04:00PM, Apr 17 2024 | -4.16 | 3.04 | 12.56 | 15.28 | 12.57 | 13.03 | 1.27 | 0.51 | 0.55 | 0.63 | -22.63 | -22.63 | -45.47 | 0.34 | 0.31 | 0.18 | 8.27 | 6.52 | 9.66 |
5.21
|
15.58
|
-15.27
|
13.94
|
0.32 | 2.87 | 2.03 | 2.47 | |
Edge Select Moderately Aggressive | 12 | 69 | 31 | 0 |
17.56
|
8.66
|
7.65
|
8.14
|
-0.16 | 04:00PM, Apr 17 2024 | -3.58 | 2.35 | 11.20 | 13.52 | 11.13 | 11.11 | 1.57 | 0.64 | 0.69 | 0.73 | -22.31 | -22.31 | -38.23 | 0.39 | 0.34 | 0.21 | 8.02 | 6.08 | 8.51 |
5.18
|
19.24
|
-17.08
|
12.88
|
0.42 | 2.71 | 1.79 | 1.82 | |
Four Funds | 4 | 80 | 20 | 0 |
18.48
|
9.31
|
7.94
|
8.09
|
-0.20 | 04:00PM, Apr 17 2024 | -3.94 | 2.62 | 11.85 | 14.88 | 12.27 | 12.42 | 1.56 | 0.63 | 0.65 | 0.65 | -23.20 | -23.20 | -44.08 | 0.40 | 0.34 | 0.18 | 8.32 | 6.41 | 10.70 |
6.16
|
18.65
|
-17.06
|
15.70
|
0.17 | 2.63 | 2.25 | 2.38 | |
Yale Endowment | 6 | 70 | 30 | 0 |
12.72
|
6.76
|
6.50
|
8.03
|
-0.21 | 04:00PM, Apr 17 2024 | -4.52 | 1.96 | 11.67 | 13.35 | 10.91 | 10.79 | 1.09 | 0.51 | 0.60 | 0.74 | -22.63 | -22.63 | -40.68 | 0.30 | 0.29 | 0.20 | 8.94 | 6.59 | 7.44 |
3.24
|
14.44
|
-17.82
|
17.84
|
0.16 | 2.87 | 2.49 | 2.54 | |
Six Ways from Sunday | 6 | 66.7 | 33.3 | 0 |
12.17
|
8.04
|
6.25
|
8.02
|
-0.18 | 04:00PM, Apr 17 2024 | -3.44 | 3.31 | 10.35 | 14.22 | 11.56 | 10.89 | 1.18 | 0.57 | 0.54 | 0.74 | -19.67 | -19.67 | -39.14 | 0.41 | 0.32 | 0.20 | 5.18 | 4.40 | 6.65 |
4.29
|
10.86
|
-3.84
|
21.86
|
0.27 | 3.46 | 3.30 | 3.75 | |
Lazy Portfolio | 6 | 70 | 30 | 0 |
12.52
|
6.61
|
6.43
|
8.02
|
-0.21 | 04:00PM, Apr 17 2024 | -4.45 | 1.92 | 11.59 | 13.18 | 10.82 | 10.84 | 1.08 | 0.50 | 0.59 | 0.74 | -22.43 | -22.43 | -40.89 | 0.29 | 0.29 | 0.20 | 8.97 | 6.62 | 7.43 |
3.17
|
14.13
|
-17.86
|
17.34
|
0.13 | 2.89 | 2.52 | 2.51 | |
Jane Bryant Quinn Portfolio | 5 | 70 | 30 | 0 |
15.42
|
7.95
|
7.20
|
8.01
|
-0.16 | 04:00PM, Apr 17 2024 | -4.27 | 2.26 | 11.67 | 13.80 | 11.17 | 10.76 | 1.32 | 0.58 | 0.64 | 0.74 | -22.74 | -22.74 | -39.55 | 0.35 | 0.32 | 0.20 | 8.52 | 6.31 | 8.04 |
4.54
|
16.60
|
-17.43
|
16.85
|
0.23 | 2.80 | 2.33 | 2.50 | |
Sheltered Sam 70/30 | 12 | 67.9 | 30 | 2.1 |
12.78
|
7.30
|
6.50
|
8.00
|
-0.17 | 04:00PM, Apr 17 2024 | -3.95 | 2.70 | 10.95 | 12.93 | 10.59 | 10.68 | 1.17 | 0.56 | 0.61 | 0.75 | -17.80 | -17.80 | -39.73 | 0.41 | 0.37 | 0.20 | 6.43 | 4.94 | 7.11 |
3.83
|
12.01
|
-11.08
|
16.83
|
0.30 | 2.72 | 2.34 | 2.28 | |
Three Funds | 3 | 80 | 20 | 0 |
18.69
|
9.15
|
7.91
|
8.00
|
-0.19 | 04:00PM, Apr 17 2024 | -4.00 | 2.64 | 12.00 | 14.84 | 12.22 | 12.37 | 1.56 | 0.62 | 0.65 | 0.65 | -23.18 | -23.18 | -43.68 | 0.39 | 0.34 | 0.18 | 8.36 | 6.42 | 10.83 |
6.10
|
18.86
|
-17.06
|
14.95
|
0.23 | 2.67 | 1.89 | 2.15 | |
Gold Pivot Ptf | 5 | 22 | 44 | 34 |
14.59
|
8.57
|
6.83
|
7.96
|
-0.39 | 04:00PM, Apr 17 2024 | 0.80 | 3.79 | 7.24 | 9.50 | 7.89 | 8.21 | 2.02 | 0.90 | 0.87 | 0.97 | -15.46 | -15.46 | -19.49 | 0.55 | 0.44 | 0.41 | 4.91 | 3.81 | 4.22 |
4.60
|
17.87
|
-11.42
|
4.01
|
0.30 | 2.52 | 1.18 | 1.81 | |
LifeStrategy Growth Fund | 4 | 80 | 20 | 0 |
18.61
|
9.00
|
7.80
|
7.92
|
-0.20 | 04:00PM, Apr 17 2024 | -3.92 | 2.66 | 11.89 | 14.78 | 12.18 | 12.39 | 1.57 | 0.61 | 0.64 | 0.64 | -23.11 | -23.11 | -44.18 | 0.39 | 0.34 | 0.18 | 8.33 | 6.41 | 10.91 |
6.05
|
18.86
|
-16.96
|
14.57
|
0.22 | 2.79 | 1.85 | 2.27 | |
In Saecula Saeculorum | 5 | 45 | 45 | 10 |
14.48
|
7.88
|
6.91
|
7.92
|
-0.12 | 04:00PM, Apr 17 2024 | -2.47 | 2.60 | 9.28 | 10.59 | 8.45 | 7.80 | 1.56 | 0.74 | 0.82 | 1.01 | -18.89 | -18.89 | -20.39 | 0.42 | 0.37 | 0.39 | 6.91 | 5.06 | 4.44 |
4.70
|
15.53
|
-14.97
|
10.12
|
0.27 | 2.35 | 1.44 | 1.20 | |
Family Taxable Portfolio | 11 | 70 | 30 | 0 |
12.28
|
6.40
|
6.30
|
7.84
|
-0.14 | 04:00PM, Apr 17 2024 | -4.61 | 2.37 | 12.82 | 14.08 | 11.61 | 11.58 | 0.96 | 0.45 | 0.54 | 0.68 | -23.76 | -23.76 | -38.46 | 0.27 | 0.26 | 0.20 | 9.29 | 7.06 | 8.03 |
3.49
|
14.12
|
-17.99
|
11.93
|
0.26 | 2.71 | 2.45 | 2.47 | |
Golden Butterfly | 5 | 40 | 40 | 20 |
9.26
|
6.61
|
5.77
|
7.76
|
-0.14 | 04:00PM, Apr 17 2024 | -2.42 | 3.22 | 10.98 | 10.26 | 8.41 | 7.72 | 0.84 | 0.64 | 0.69 | 1.00 | -17.79 | -17.79 | -17.79 | 0.37 | 0.32 | 0.44 | 6.46 | 4.90 | 3.58 |
2.76
|
11.98
|
-13.35
|
9.35
|
0.31 | 1.98 | 1.13 | 1.03 | |
Coffeehouse | 7 | 60 | 40 | 0 |
10.50
|
5.76
|
5.88
|
7.71
|
-0.09 | 04:00PM, Apr 17 2024 | -4.69 | 2.25 | 12.16 | 12.73 | 10.28 | 9.69 | 0.86 | 0.45 | 0.57 | 0.80 | -19.65 | -19.65 | -33.93 | 0.29 | 0.30 | 0.23 | 7.81 | 5.78 | 6.14 |
2.20
|
11.65
|
-14.38
|
15.24
|
0.39 | 2.84 | 2.05 | 2.31 | |
No Brainer Portfolio | 4 | 75 | 25 | 0 |
15.47
|
8.01
|
6.96
|
7.69
|
-0.31 | 04:00PM, Apr 17 2024 | -4.06 | 2.40 | 11.64 | 14.00 | 11.65 | 11.73 | 1.33 | 0.57 | 0.60 | 0.66 | -19.76 | -19.76 | -40.40 | 0.41 | 0.35 | 0.19 | 7.36 | 5.76 | 8.72 |
4.36
|
15.77
|
-13.89
|
15.39
|
0.32 | 2.53 | 1.58 | 1.74 | |
Perfect Portfolio | 7 | 80 | 20 | 0 |
17.55
|
9.16
|
7.45
|
7.66
|
-0.27 | 04:00PM, Apr 17 2024 | -3.44 | 2.85 | 10.89 | 14.13 | 11.79 | 12.33 | 1.61 | 0.65 | 0.63 | 0.62 | -18.62 | -18.62 | -44.81 | 0.49 | 0.40 | 0.17 | 6.22 | 5.17 | 10.44 |
6.03
|
16.55
|
-11.28
|
16.52
|
0.39 | 3.09 | 1.87 | 1.92 | |
Long Term Portfolio | 6 | 80 | 20 | 0 |
15.27
|
7.79
|
6.81
|
7.65
|
-0.30 | 04:00PM, Apr 17 2024 | -4.34 | 2.36 | 12.14 | 14.40 | 11.93 | 12.41 | 1.26 | 0.54 | 0.57 | 0.62 | -20.52 | -20.52 | -45.92 | 0.38 | 0.33 | 0.17 | 7.64 | 5.91 | 9.47 |
4.33
|
16.03
|
-14.26
|
16.72
|
0.20 | 3.11 | 1.73 | 1.92 | |
Aim comfortable trip | 7 | 40 | 45 | 15 |
12.76
|
6.90
|
5.88
|
7.61
|
-0.19 | 04:00PM, Apr 17 2024 | -1.39 | 2.90 | 7.80 | 9.24 | 7.38 | 7.58 | 1.64 | 0.75 | 0.80 | 1.00 | -15.56 | -15.56 | -20.15 | 0.44 | 0.38 | 0.38 | 4.79 | 3.59 | 3.71 |
3.12
|
15.78
|
-10.58
|
7.29
|
0.26 | 2.77 | 1.38 | 2.12 | |
Gone Fishin' Portfolio | 10 | 65 | 30 | 5 |
12.02
|
6.38
|
5.77
|
7.59
|
-0.18 | 04:00PM, Apr 17 2024 | -3.73 | 2.63 | 11.85 | 13.82 | 11.32 | 12.02 | 1.01 | 0.46 | 0.51 | 0.63 | -21.98 | -21.98 | -43.02 | 0.29 | 0.26 | 0.18 | 8.35 | 6.42 | 8.23 |
3.32
|
13.45
|
-15.58
|
11.58
|
0.30 | 2.93 | 2.48 | 2.60 | |
Tilt Toward Value | 7 | 60 | 40 | 0 |
12.52
|
6.22
|
6.17
|
7.58
|
-0.10 | 04:00PM, Apr 17 2024 | -4.11 | 2.16 | 11.09 | 12.20 | 9.83 | 9.41 | 1.13 | 0.51 | 0.63 | 0.81 | -20.45 | -20.45 | -34.63 | 0.30 | 0.30 | 0.22 | 7.90 | 5.81 | 6.32 |
3.18
|
13.77
|
-15.72
|
13.78
|
0.31 | 3.08 | 1.99 | 2.43 | |
All Weather Portfolio | 5 | 30 | 55 | 15 |
6.27
|
4.85
|
5.04
|
7.54
|
0.15 | 04:00PM, Apr 17 2024 | -3.14 | 2.27 | 11.07 | 10.17 | 8.29 | 7.38 | 0.57 | 0.48 | 0.61 | 1.02 | -20.58 | -20.58 | -20.58 | 0.24 | 0.24 | 0.37 | 9.23 | 6.87 | 4.34 |
2.18
|
9.94
|
-18.39
|
8.27
|
0.32 | 2.60 | 1.36 | 1.13 | |
Five Asset | 6 | 60 | 20 | 20 |
10.96
|
7.37
|
5.49
|
7.51
|
-0.50 | 04:00PM, Apr 17 2024 | -3.61 | 2.56 | 10.65 | 13.47 | 11.05 | 11.27 | 1.03 | 0.55 | 0.50 | 0.67 | -19.30 | -19.30 | -44.75 | 0.38 | 0.28 | 0.17 | 6.52 | 5.60 | 8.26 |
3.20
|
10.78
|
-11.00
|
22.77
|
0.18 | 3.58 | 1.88 | 2.16 | |
Sheltered Sam 60/40 | 12 | 58.2 | 40 | 1.8 |
11.14
|
6.49
|
5.79
|
7.50
|
-0.12 | 04:00PM, Apr 17 2024 | -3.50 | 2.38 | 9.70 | 11.28 | 9.22 | 9.21 | 1.15 | 0.58 | 0.63 | 0.81 | -16.49 | -16.49 | -34.12 | 0.39 | 0.35 | 0.22 | 5.86 | 4.47 | 5.84 |
3.30
|
10.82
|
-10.58
|
14.69
|
0.31 | 2.75 | 2.45 | 2.23 | |
Edge Select Moderate | 12 | 53 | 47 | 0 |
14.06
|
6.86
|
6.34
|
7.48
|
-0.03 | 04:00PM, Apr 17 2024 | -3.28 | 2.04 | 10.09 | 11.50 | 9.31 | 8.93 | 1.39 | 0.60 | 0.68 | 0.84 | -20.56 | -20.56 | -29.58 | 0.33 | 0.31 | 0.25 | 7.56 | 5.62 | 5.96 |
3.80
|
16.31
|
-16.06
|
9.66
|
0.47 | 2.93 | 1.86 | 1.77 | |
Marc Faber Portfolio | 6 | 50 | 25 | 25 |
10.68
|
6.74
|
5.75
|
7.47
|
-0.31 | 04:00PM, Apr 17 2024 | -2.16 | 3.40 | 10.73 | 11.80 | 9.74 | 9.66 | 1.00 | 0.57 | 0.59 | 0.77 | -19.93 | -19.93 | -28.82 | 0.34 | 0.29 | 0.26 | 7.40 | 5.75 | 5.37 |
3.00
|
12.80
|
-14.67
|
12.98
|
0.19 | 2.51 | 1.71 | 1.94 | |
Five Fold | 5 | 60 | 40 | 0 |
10.88
|
5.54
|
5.67
|
7.45
|
-0.16 | 04:00PM, Apr 17 2024 | -4.07 | 1.85 | 10.79 | 12.19 | 9.90 | 9.72 | 1.01 | 0.45 | 0.57 | 0.77 | -21.60 | -21.60 | -37.94 | 0.26 | 0.26 | 0.20 | 8.78 | 6.44 | 6.74 |
2.44
|
13.15
|
-17.44
|
15.57
|
0.15 | 3.46 | 2.79 | 3.25 | |
Pinwheel | 8 | 65 | 25 | 10 |
11.44
|
6.48
|
5.67
|
7.44
|
-0.27 | 04:00PM, Apr 17 2024 | -3.43 | 2.69 | 11.18 | 12.34 | 10.13 | 10.47 | 1.02 | 0.52 | 0.56 | 0.71 | -19.49 | -19.49 | -36.89 | 0.33 | 0.29 | 0.20 | 7.08 | 5.41 | 6.58 |
3.03
|
13.21
|
-13.57
|
13.53
|
0.19 | 2.74 | 1.60 | 1.79 | |
Margaritaville | 3 | 67 | 33 | 0 |
14.01
|
7.67
|
6.42
|
7.43
|
-0.06 | 04:00PM, Apr 17 2024 | -3.44 | 2.33 | 10.47 | 13.01 | 10.72 | 10.80 | 1.34 | 0.59 | 0.60 | 0.69 | -21.96 | -21.96 | -38.70 | 0.35 | 0.29 | 0.19 | 7.84 | 6.10 | 8.26 |
4.83
|
15.17
|
-16.10
|
13.33
|
0.13 | 2.77 | 3.25 | 3.04 | |
Robo Advisor 50 | 10 | 49.9 | 50.1 | 0 |
11.37
|
4.97
|
5.05
|
7.42
|
0.09 | 04:00PM, Apr 17 2024 | -3.18 | 2.31 | 9.86 | 11.38 | 9.13 | 9.25 | 1.15 | 0.44 | 0.55 | 0.80 | -20.25 | -20.25 | -30.72 | 0.25 | 0.25 | 0.24 | 7.65 | 5.74 | 5.69 |
3.33
|
12.47
|
-14.79
|
7.95
|
0.30 | 3.32 | 2.29 | 2.80 | |
Gretchen Tai Portfolio | 9 | 70 | 30 | 0 |
13.30
|
6.51
|
5.99
|
7.37
|
-0.06 | 04:00PM, Apr 17 2024 | -4.06 | 2.48 | 11.96 | 13.97 | 11.44 | 11.61 | 1.11 | 0.47 | 0.52 | 0.63 | -23.59 | -23.59 | -41.80 | 0.28 | 0.25 | 0.18 | 8.86 | 6.80 | 8.90 |
3.99
|
15.12
|
-17.30
|
12.15
|
0.36 | 3.10 | 2.43 | 2.69 | |
Simple and Cheap | 5 | 60 | 40 | 0 |
13.01
|
6.22
|
6.08
|
7.36
|
-0.09 | 04:00PM, Apr 17 2024 | -3.87 | 2.04 | 10.79 | 12.08 | 9.74 | 9.40 | 1.20 | 0.51 | 0.62 | 0.78 | -21.27 | -21.27 | -34.84 | 0.29 | 0.29 | 0.21 | 8.27 | 6.08 | 6.63 |
3.42
|
14.67
|
-16.81
|
12.62
|
0.28 | 3.15 | 2.00 | 2.43 | |
Nano Portfolio | 5 | 60 | 40 | 0 |
10.45
|
5.73
|
5.56
|
7.34
|
-0.08 | 04:00PM, Apr 17 2024 | -4.37 | 1.80 | 11.17 | 12.40 | 10.02 | 9.64 | 0.94 | 0.46 | 0.55 | 0.76 | -22.12 | -22.12 | -36.66 | 0.26 | 0.25 | 0.20 | 8.77 | 6.43 | 6.62 |
2.53
|
12.98
|
-17.26
|
16.29
|
0.11 | 3.11 | 2.90 | 3.03 | |
LifeStrategy Moderate Growth | 4 | 60 | 40 | 0 |
14.57
|
6.88
|
6.34
|
7.26
|
-0.06 | 04:00PM, Apr 17 2024 | -3.38 | 2.25 | 10.26 | 12.00 | 9.71 | 9.51 | 1.42 | 0.57 | 0.65 | 0.76 | -20.84 | -20.84 | -33.52 | 0.33 | 0.30 | 0.22 | 7.69 | 5.74 | 7.17 |
4.41
|
15.75
|
-15.97
|
10.43
|
0.29 | 3.01 | 1.88 | 2.33 | |
Simple Money Portfolio | 7 | 60 | 40 | 0 |
10.23
|
5.27
|
4.87
|
7.25
|
0.05 | 04:00PM, Apr 17 2024 | -3.64 | 2.42 | 10.37 | 11.65 | 9.41 | 9.09 | 0.99 | 0.45 | 0.52 | 0.80 | -18.44 | -18.44 | -32.39 | 0.29 | 0.26 | 0.22 | 6.56 | 4.98 | 5.67 |
2.40
|
11.54
|
-11.48
|
10.46
|
0.29 | 2.78 | 1.76 | 1.99 | |
Sandwich Portfolio | 8 | 55 | 45 | 0 |
10.32
|
5.25
|
5.22
|
7.24
|
-0.06 | 04:00PM, Apr 17 2024 | -3.36 | 1.75 | 9.44 | 10.37 | 8.44 | 8.27 | 1.09 | 0.51 | 0.62 | 0.88 | -19.10 | -19.10 | -28.96 | 0.28 | 0.27 | 0.25 | 7.41 | 5.45 | 5.20 |
2.50
|
12.05
|
-14.72
|
9.88
|
0.28 | 2.61 | 1.48 | 1.55 | |
PISI Portfolio | 4 | 30 | 60 | 10 |
9.21
|
5.34
|
5.18
|
7.20
|
0.12 | 04:00PM, Apr 17 2024 | -2.34 | 2.28 | 8.76 | 8.96 | 7.11 | 6.45 | 1.05 | 0.60 | 0.73 | 1.12 | -18.36 | -18.36 | -18.36 | 0.29 | 0.28 | 0.39 | 7.33 | 5.32 | 3.46 |
2.89
|
11.85
|
-15.32
|
5.44
|
0.32 | 2.45 | 1.47 | 1.08 | |
Coward's Portfolio | 9 | 60 | 40 | 0 |
11.82
|
6.35
|
5.76
|
7.19
|
-0.21 | 04:00PM, Apr 17 2024 | -3.61 | 2.10 | 9.57 | 11.02 | 9.11 | 9.08 | 1.23 | 0.58 | 0.63 | 0.79 | -15.87 | -15.87 | -32.68 | 0.40 | 0.36 | 0.22 | 5.83 | 4.46 | 5.82 |
3.23
|
11.70
|
-10.59
|
13.60
|
0.40 | 2.71 | 1.61 | 1.49 | |
Stocks/Bonds 40/60 | 2 | 40 | 60 | 0 |
12.29
|
6.01
|
5.91
|
7.18
|
0.05 | 04:00PM, Apr 17 2024 | -3.14 | 1.71 | 9.12 | 9.87 | 7.77 | 6.96 | 1.35 | 0.61 | 0.76 | 1.03 | -18.63 | -18.63 | -19.17 | 0.32 | 0.32 | 0.37 | 7.42 | 5.37 | 4.20 |
3.41
|
13.67
|
-15.67
|
9.15
|
0.34 | 2.64 | 1.87 | 1.84 | |
One-Decision Portfolio | 5 | 50 | 50 | 0 |
10.82
|
5.85
|
5.79
|
7.15
|
-0.21 | 04:00PM, Apr 17 2024 | -4.07 | 1.66 | 10.29 | 10.92 | 8.92 | 8.40 | 1.05 | 0.54 | 0.65 | 0.85 | -16.74 | -16.74 | -31.96 | 0.35 | 0.35 | 0.22 | 6.64 | 4.91 | 5.54 |
1.87
|
12.43
|
-13.18
|
16.51
|
0.49 | 3.73 | 1.90 | 1.66 | |
European Stocks | 1 | 100 | 0 | 0 |
14.41
|
8.17
|
4.70
|
7.14
|
0.34 | 04:00PM, Apr 17 2024 | -3.96 | 3.82 | 15.64 | 20.32 | 16.85 | 17.87 | 0.92 | 0.40 | 0.28 | 0.40 | -30.98 | -30.98 | -59.77 | 0.26 | 0.15 | 0.12 | 10.59 | 10.63 | 18.64 |
5.02
|
20.21
|
-16.00
|
16.88
|
0.57 | 3.70 | 2.67 | 3.49 | |
Dynamic 60/40 Income | 5 | 60 | 40 | 0 |
11.69
|
5.17
|
5.47
|
7.13
|
-0.13 | 04:00PM, Apr 17 2024 | -4.04 | 1.24 | 9.66 | 11.46 | 9.17 | 9.33 | 1.21 | 0.45 | 0.60 | 0.76 | -18.21 | -18.21 | -41.44 | 0.28 | 0.30 | 0.17 | 8.00 | 5.81 | 6.67 |
2.73
|
12.28
|
-15.89
|
15.27
|
0.55 | 4.47 | 2.82 | 2.81 | |
Dynamic 40/60 Income | 5 | 40 | 60 | 0 |
12.01
|
4.34
|
4.62
|
7.11
|
0.17 | 04:00PM, Apr 17 2024 | -2.66 | 1.42 | 7.79 | 10.03 | 7.79 | 8.10 | 1.54 | 0.43 | 0.59 | 0.88 | -17.33 | -17.33 | -29.84 | 0.25 | 0.27 | 0.24 | 7.23 | 5.24 | 4.85 |
3.47
|
11.97
|
-14.37
|
6.72
|
0.72 | 4.63 | 3.06 | 2.85 | |
Ivy Portfolio | 5 | 60 | 20 | 20 |
12.46
|
7.09
|
4.89
|
7.10
|
-0.52 | 04:00PM, Apr 17 2024 | -3.78 | 2.57 | 10.61 | 14.07 | 11.55 | 11.56 | 1.17 | 0.50 | 0.42 | 0.61 | -21.77 | -21.77 | -47.39 | 0.33 | 0.22 | 0.15 | 7.15 | 6.58 | 9.24 |
4.31
|
10.72
|
-10.08
|
22.27
|
0.19 | 2.61 | 1.79 | 2.07 | |
Global Market Portfolio | 8 | 45 | 55 | 0 |
8.88
|
4.25
|
5.01
|
7.10
|
0.16 | 04:00PM, Apr 17 2024 | -3.77 | 2.03 | 11.31 | 11.29 | 9.06 | 8.25 | 0.79 | 0.38 | 0.55 | 0.86 | -23.10 | -23.10 | -25.90 | 0.18 | 0.22 | 0.27 | 9.78 | 7.16 | 5.51 |
2.06
|
12.57
|
-19.25
|
7.49
|
0.43 | 3.52 | 2.08 | 2.43 | |
Big Rocks Portfolio | 11 | 60 | 40 | 0 |
10.82
|
5.72
|
5.26
|
7.07
|
-0.17 | 04:00PM, Apr 17 2024 | -3.66 | 2.14 | 9.88 | 11.24 | 9.25 | 9.15 | 1.10 | 0.51 | 0.57 | 0.77 | -15.71 | -15.71 | -33.80 | 0.36 | 0.33 | 0.21 | 6.00 | 4.58 | 5.94 |
2.57
|
11.05
|
-10.13
|
13.59
|
0.37 | 2.88 | 1.75 | 1.65 | |
Simplified Permanent Portfolio | 3 | 25 | 50 | 25 |
9.28
|
6.15
|
5.12
|
7.06
|
-0.01 | 04:00PM, Apr 17 2024 | -0.78 | 3.26 | 8.10 | 8.73 | 7.22 | 6.88 | 1.15 | 0.70 | 0.71 | 1.03 | -16.43 | -16.43 | -16.43 | 0.37 | 0.31 | 0.43 | 5.94 | 4.55 | 3.15 |
3.65
|
11.51
|
-12.67
|
3.72
|
0.25 | 1.94 | 1.14 | 0.78 | |
Ultimate Buy&Hold | 12 | 60 | 40 | 0 |
9.14
|
4.77
|
4.59
|
7.06
|
-0.02 | 04:00PM, Apr 17 2024 | -3.68 | 2.09 | 10.31 | 11.42 | 9.31 | 9.25 | 0.89 | 0.42 | 0.49 | 0.76 | -18.44 | -18.44 | -34.23 | 0.26 | 0.25 | 0.21 | 7.01 | 5.32 | 6.02 |
2.06
|
10.81
|
-12.51
|
11.49
|
0.28 | 2.95 | 2.37 | 2.22 | |
GAA Global Asset Allocation | 10 | 40.5 | 49.5 | 10 |
9.38
|
5.07
|
4.83
|
7.02
|
0.04 | 04:00PM, Apr 17 2024 | -3.05 | 2.40 | 10.39 | 10.91 | 8.74 | 8.02 | 0.90 | 0.46 | 0.55 | 0.88 | -20.65 | -20.65 | -24.91 | 0.25 | 0.23 | 0.28 | 8.09 | 6.05 | 4.91 |
2.71
|
12.13
|
-16.44
|
8.69
|
0.35 | 3.16 | 1.84 | 2.20 | |
Sheltered Sam 50/50 | 12 | 48.5 | 50 | 1.5 |
9.51
|
5.67
|
5.07
|
6.97
|
-0.07 | 04:00PM, Apr 17 2024 | -3.06 | 2.07 | 8.45 | 9.67 | 7.87 | 7.79 | 1.13 | 0.59 | 0.64 | 0.90 | -15.17 | -15.17 | -28.23 | 0.37 | 0.33 | 0.25 | 5.35 | 4.04 | 4.65 |
2.77
|
9.63
|
-10.08
|
12.55
|
0.32 | 2.78 | 2.56 | 2.18 | |
Ideal Index | 7 | 70 | 30 | 0 |
11.77
|
6.17
|
5.54
|
6.89
|
-0.20 | 04:00PM, Apr 17 2024 | -4.05 | 2.40 | 10.98 | 12.61 | 10.41 | 10.67 | 1.07 | 0.49 | 0.53 | 0.65 | -18.25 | -18.25 | -40.11 | 0.34 | 0.30 | 0.17 | 6.91 | 5.34 | 7.57 |
3.22
|
12.04
|
-11.91
|
13.98
|
0.40 | 3.01 | 1.88 | 1.94 | |
Four Square | 4 | 50 | 50 | 0 |
11.68
|
5.82
|
5.38
|
6.88
|
-0.01 | 04:00PM, Apr 17 2024 | -2.82 | 2.03 | 8.83 | 10.60 | 8.58 | 8.41 | 1.32 | 0.55 | 0.63 | 0.82 | -19.67 | -19.67 | -29.95 | 0.30 | 0.27 | 0.23 | 7.26 | 5.44 | 5.62 |
3.58
|
13.49
|
-15.24
|
9.33
|
0.18 | 3.25 | 2.78 | 3.18 | |
7Twelve Portfolio | 9 | 50 | 33.3 | 16.7 |
10.39
|
6.05
|
4.15
|
6.85
|
-0.40 | 04:00PM, Apr 17 2024 | -3.03 | 2.36 | 9.06 | 11.61 | 9.63 | 9.75 | 1.15 | 0.52 | 0.43 | 0.70 | -17.90 | -17.90 | -37.96 | 0.34 | 0.23 | 0.18 | 5.64 | 5.59 | 7.04 |
3.79
|
8.77
|
-7.91
|
16.41
|
0.25 | 2.33 | 1.32 | 1.33 | |
Ulcer Free Strategy | 5 | 7 | 82 | 11 |
6.99
|
4.21
|
4.44
|
6.78
|
0.07 | 04:00PM, Apr 17 2024 | -1.33 | 1.96 | 6.87 | 7.44 | 5.94 | 5.47 | 1.02 | 0.57 | 0.75 | 1.24 | -17.05 | -17.05 | -17.05 | 0.25 | 0.26 | 0.40 | 7.41 | 5.34 | 3.40 |
1.21
|
11.49
|
-14.78
|
-0.14
|
0.34 | 2.97 | 1.27 | 1.79 | |
Desert Portfolio | 3 | 30 | 60 | 10 |
10.30
|
5.73
|
5.03
|
6.77
|
-0.04 | 04:00PM, Apr 17 2024 | -1.61 | 2.01 | 6.56 | 7.28 | 5.80 | 5.47 | 1.57 | 0.79 | 0.87 | 1.24 | -14.72 | -14.72 | -14.72 | 0.39 | 0.34 | 0.46 | 5.31 | 3.85 | 2.64 |
3.24
|
11.64
|
-11.64
|
5.76
|
0.29 | 2.00 | 1.14 | 0.88 | |
Edge Select Moderately Conservative | 12 | 37 | 63 | 0 |
11.02
|
5.12
|
5.10
|
6.74
|
0.10 | 04:00PM, Apr 17 2024 | -2.83 | 1.72 | 8.75 | 9.42 | 7.48 | 6.82 | 1.26 | 0.54 | 0.68 | 0.99 | -18.53 | -18.53 | -20.48 | 0.28 | 0.28 | 0.33 | 7.04 | 5.14 | 4.12 |
2.62
|
13.70
|
-14.91
|
6.44
|
0.50 | 3.22 | 1.88 | 1.84 | |
All Country World 80/20 | 4 | 80 | 20 | 0 |
18.94
|
8.88
|
7.47
|
6.73
|
-0.22 | 04:00PM, Apr 17 2024 | -3.90 | 2.79 | 12.02 | 15.10 | 12.41 | 12.74 | 1.58 | 0.59 | 0.60 | 0.53 | -23.52 | -23.52 | -47.32 | 0.38 | 0.32 | 0.14 | 8.51 | 6.64 | 12.52 |
6.24
|
19.08
|
-17.17
|
14.21
|
0.43 | 2.81 | 1.86 | 2.27 | |
All Country World Stocks | 1 | 100 | 0 | 0 |
22.75
|
10.95
|
8.76
|
6.72
|
-0.38 | 04:00PM, Apr 17 2024 | -4.44 | 3.19 | 13.61 | 17.84 | 14.85 | 15.61 | 1.67 | 0.61 | 0.59 | 0.43 | -25.52 | -25.52 | -57.06 | 0.43 | 0.34 | 0.12 | 9.14 | 7.38 | 17.96 |
7.82
|
22.02
|
-18.01
|
18.27
|
0.41 | 2.51 | 1.78 | 2.13 | |
High Yield Bonds Income | 4 | 0 | 100 | 0 |
7.79
|
1.83
|
3.01
|
6.69
|
0.46 | 04:00PM, Apr 17 2024 | -2.71 | 1.55 | 9.08 | 11.11 | 8.75 | 8.78 | 0.86 | 0.16 | 0.34 | 0.76 | -21.84 | -21.84 | -23.97 | 0.08 | 0.14 | 0.28 | 9.57 | 7.05 | 5.06 |
0.79
|
11.21
|
-16.88
|
0.88
|
0.96 | 5.80 | 4.25 | 3.76 | |
Rob Arnott Portfolio | 8 | 30 | 60 | 10 |
6.14
|
4.06
|
4.01
|
6.68
|
0.00 | 04:00PM, Apr 17 2024 | -3.08 | 1.84 | 9.32 | 9.66 | 7.75 | 7.19 | 0.66 | 0.42 | 0.52 | 0.93 | -17.86 | -17.86 | -24.27 | 0.23 | 0.22 | 0.28 | 7.45 | 5.54 | 4.59 |
1.13
|
9.08
|
-14.81
|
11.04
|
0.31 | 3.83 | 2.31 | 2.57 | |
Andrew Tobias Portfolio | 3 | 66.7 | 33.3 | 0 |
15.50
|
7.72
|
6.18
|
6.66
|
-0.15 | 04:00PM, Apr 17 2024 | -3.18 | 2.23 | 9.38 | 11.79 | 9.76 | 9.94 | 1.65 | 0.65 | 0.63 | 0.67 | -18.85 | -18.85 | -36.42 | 0.41 | 0.33 | 0.18 | 6.33 | 4.97 | 8.57 |
5.27
|
16.14
|
-12.58
|
12.14
|
0.20 | 2.77 | 1.61 | 1.80 | |
Permanent Portfolio | 4 | 25 | 50 | 25 |
9.29
|
6.27
|
5.25
|
6.64
|
-0.05 | 04:00PM, Apr 17 2024 | -0.76 | 3.19 | 8.51 | 8.68 | 7.30 | 6.60 | 1.09 | 0.72 | 0.72 | 1.01 | -15.92 | -15.92 | -15.92 | 0.39 | 0.33 | 0.42 | 5.90 | 4.70 | 3.20 |
3.69
|
11.55
|
-12.53
|
4.21
|
0.36 | 2.56 | 1.13 | 0.73 | |
Lifepath Fund | 6 | 40.4 | 59.6 | 0 |
9.79
|
5.01
|
4.91
|
6.61
|
0.13 | 04:00PM, Apr 17 2024 | -3.04 | 1.69 | 9.00 | 9.66 | 7.64 | 6.98 | 1.09 | 0.52 | 0.64 | 0.95 | -18.92 | -18.92 | -21.23 | 0.26 | 0.26 | 0.31 | 7.42 | 5.41 | 4.31 |
2.58
|
11.93
|
-15.14
|
8.05
|
0.35 | 2.86 | 2.36 | 2.31 | |
All Country World 60/40 | 4 | 60 | 40 | 0 |
15.16
|
6.79
|
6.13
|
6.58
|
-0.07 | 04:00PM, Apr 17 2024 | -3.36 | 2.39 | 10.44 | 12.49 | 10.09 | 10.04 | 1.45 | 0.54 | 0.61 | 0.66 | -21.52 | -21.52 | -36.70 | 0.32 | 0.29 | 0.18 | 7.98 | 6.02 | 8.06 |
4.65
|
16.14
|
-16.34
|
10.14
|
0.46 | 3.10 | 1.94 | 2.41 | |
LifeStrategy Conservative Growth | 4 | 40 | 60 | 0 |
10.58
|
4.73
|
4.83
|
6.46
|
0.09 | 04:00PM, Apr 17 2024 | -2.85 | 1.82 | 8.70 | 9.43 | 7.45 | 6.87 | 1.22 | 0.50 | 0.65 | 0.94 | -18.57 | -18.57 | -21.90 | 0.25 | 0.26 | 0.29 | 7.23 | 5.27 | 4.40 |
2.78
|
12.64
|
-14.98
|
6.29
|
0.36 | 3.22 | 1.90 | 2.39 | |
Sheltered Sam 40/60 | 12 | 38.8 | 60 | 1.2 |
7.90
|
4.84
|
4.34
|
6.42
|
-0.01 | 04:00PM, Apr 17 2024 | -2.61 | 1.75 | 7.20 | 8.11 | 6.57 | 6.43 | 1.10 | 0.60 | 0.66 | 1.00 | -13.86 | -13.86 | -22.05 | 0.35 | 0.31 | 0.29 | 4.90 | 3.66 | 3.58 |
2.25
|
8.44
|
-9.58
|
10.41
|
0.33 | 2.82 | 2.67 | 2.12 | |
Stocks/Bonds 20/80 Momentum | 2 | 20 | 80 | 0 |
8.01
|
2.78
|
3.95
|
6.34
|
0.11 | 04:00PM, Apr 17 2024 | -2.55 | 1.32 | 7.71 | 7.50 | 5.87 | 4.92 | 1.04 | 0.37 | 0.67 | 1.29 | -17.91 | -17.91 | -17.91 | 0.16 | 0.22 | 0.35 | 8.67 | 6.20 | 3.76 |
3.35
|
6.16
|
-14.14
|
1.18
|
0.47 | 2.85 | 2.07 | 1.77 | |
All Country World 40/60 | 4 | 40 | 60 | 0 |
11.41
|
4.67
|
4.76
|
6.28
|
0.09 | 04:00PM, Apr 17 2024 | -2.82 | 1.97 | 8.92 | 10.06 | 7.94 | 7.59 | 1.28 | 0.46 | 0.60 | 0.83 | -19.52 | -19.52 | -25.16 | 0.24 | 0.24 | 0.25 | 7.60 | 5.57 | 4.91 |
3.06
|
13.20
|
-15.50
|
6.07
|
0.48 | 3.40 | 2.02 | 2.55 | |
Paul Boyer Portfolio | 5 | 25 | 50 | 25 |
4.48
|
3.69
|
3.50
|
6.25
|
0.00 | 04:00PM, Apr 17 2024 | -1.11 | 3.21 | 9.51 | 8.93 | 7.70 | 7.46 | 0.47 | 0.41 | 0.45 | 0.84 | -18.04 | -18.04 | -18.04 | 0.20 | 0.19 | 0.35 | 7.32 | 5.81 | 3.96 |
1.61
|
7.92
|
-13.57
|
0.51
|
0.34 | 2.16 | 1.15 | 0.90 | |
Larry Portfolio | 4 | 30 | 70 | 0 |
3.69
|
2.00
|
2.61
|
6.01
|
0.16 | 04:00PM, Apr 17 2024 | -2.84 | 1.21 | 7.72 | 7.09 | 5.68 | 5.50 | 0.48 | 0.28 | 0.46 | 1.09 | -15.96 | -15.96 | -15.96 | 0.13 | 0.16 | 0.38 | 6.90 | 5.00 | 3.21 |
-0.12
|
6.94
|
-11.20
|
3.41
|
0.39 | 2.45 | 1.50 | 1.20 | |
All Country World 20/80 | 4 | 20 | 80 | 0 |
7.69
|
2.51
|
3.35
|
5.85
|
0.25 | 04:00PM, Apr 17 2024 | -2.27 | 1.55 | 7.52 | 7.94 | 6.12 | 5.60 | 1.02 | 0.32 | 0.55 | 1.04 | -17.97 | -17.97 | -17.97 | 0.14 | 0.19 | 0.33 | 7.70 | 5.53 | 3.68 |
1.47
|
10.25
|
-14.66
|
2.00
|
0.51 | 3.70 | 2.09 | 2.69 | |
Sheltered Sam 30/70 | 12 | 29.1 | 70 | 0.9 |
6.29
|
4.00
|
3.60
|
5.84
|
0.04 | 04:00PM, Apr 17 2024 | -2.17 | 1.43 | 5.98 | 6.62 | 5.32 | 5.17 | 1.05 | 0.60 | 0.68 | 1.13 | -12.55 | -12.55 | -16.58 | 0.32 | 0.29 | 0.35 | 4.52 | 3.34 | 2.80 |
1.72
|
7.25
|
-9.07
|
8.27
|
0.33 | 2.85 | 2.77 | 2.07 | |
Stocks/Bonds 20/80 | 2 | 20 | 80 | 0 |
6.92
|
3.19
|
3.72
|
5.80
|
0.27 | 04:00PM, Apr 17 2024 | -2.62 | 1.28 | 7.80 | 7.60 | 5.84 | 4.88 | 0.89 | 0.42 | 0.64 | 1.19 | -16.57 | -16.57 | -16.57 | 0.19 | 0.22 | 0.35 | 7.21 | 5.16 | 3.16 |
1.36
|
9.54
|
-14.39
|
3.64
|
0.45 | 2.92 | 2.05 | 1.95 | |
Gold | 1 | 0 | 0 | 100 |
12.28
|
11.01
|
5.23
|
5.69
|
-0.74 | 04:00PM, Apr 17 2024 | 6.74 | 8.67 | 12.80 | 14.76 | 14.19 | 15.51 | 0.96 | 0.75 | 0.37 | 0.37 | -18.08 | -20.76 | -42.91 | 0.61 | 0.25 | 0.13 | 6.97 | 8.33 | 20.47 |
7.61
|
12.69
|
-0.77
|
-4.15
|
0.00 | 0.00 | 0.00 | 0.00 | |
Dimensional Retirement Income Fund | 7 | 20.4 | 79.6 | 0 |
6.44
|
4.18
|
3.53
|
5.58
|
-0.26 | Apr 16 2024 | -1.53 | 1.17 | 4.80 | 6.05 | 4.85 | 4.72 | 1.34 | 0.69 | 0.73 | 1.18 | -12.16 | -12.16 | -12.91 | 0.34 | 0.29 | 0.43 | 4.27 | 3.16 | 2.48 |
2.16
|
7.92
|
-9.39
|
7.04
|
0.39 | 3.64 | 4.29 | 3.41 | |
LifeStrategy Income Fund | 4 | 20 | 80 | 0 |
6.62
|
2.54
|
3.29
|
5.53
|
0.23 | 04:00PM, Apr 17 2024 | -2.31 | 1.38 | 7.29 | 7.25 | 5.58 | 4.76 | 0.91 | 0.35 | 0.59 | 1.16 | -16.61 | -16.61 | -16.61 | 0.15 | 0.20 | 0.33 | 7.17 | 5.14 | 3.26 |
1.15
|
9.53
|
-14.00
|
2.15
|
0.43 | 3.43 | 1.93 | 2.45 | |
Eliminate Fat Tails | 4 | 30 | 70 | 0 |
5.07
|
3.13
|
2.98
|
5.48
|
0.00 | 04:00PM, Apr 17 2024 | -2.07 | 1.26 | 6.53 | 7.00 | 5.88 | 6.24 | 0.78 | 0.45 | 0.51 | 0.88 | -12.62 | -12.62 | -18.42 | 0.25 | 0.24 | 0.30 | 4.94 | 3.88 | 3.39 |
1.11
|
6.63
|
-9.61
|
5.40
|
0.34 | 3.39 | 3.01 | 2.12 | |
Developed World ex-US 60/40 | 2 | 60 | 40 | 0 |
11.08
|
4.61
|
4.08
|
5.48
|
0.09 | 04:00PM, Apr 17 2024 | -3.14 | 2.66 | 10.19 | 12.14 | 9.87 | 10.16 | 1.09 | 0.38 | 0.41 | 0.54 | -22.40 | -22.40 | -37.49 | 0.21 | 0.18 | 0.15 | 7.98 | 6.27 | 8.52 |
3.20
|
14.28
|
-14.32
|
6.09
|
0.50 | 4.05 | 1.98 | 3.50 | |
Developed World ex-US 40/60 | 2 | 40 | 60 | 0 |
9.11
|
3.20
|
3.50
|
5.41
|
0.10 | 04:00PM, Apr 17 2024 | -2.42 | 2.15 | 8.22 | 9.33 | 7.41 | 7.39 | 1.11 | 0.34 | 0.47 | 0.73 | -19.57 | -19.57 | -26.17 | 0.16 | 0.18 | 0.21 | 7.34 | 5.43 | 5.08 |
2.13
|
12.45
|
-13.80
|
3.30
|
0.45 | 4.26 | 1.75 | 3.51 | |
Developed World ex-US 80/20 | 2 | 80 | 20 | 0 |
13.05
|
6.01
|
4.59
|
5.39
|
0.07 | 04:00PM, Apr 17 2024 | -3.85 | 3.16 | 12.22 | 15.18 | 12.54 | 13.23 | 1.07 | 0.40 | 0.37 | 0.41 | -25.24 | -25.24 | -47.74 | 0.24 | 0.18 | 0.11 | 8.79 | 7.48 | 13.11 |
4.27
|
16.11
|
-14.84
|
8.88
|
0.55 | 3.85 | 2.20 | 3.48 | |
Edge Select Conservative | 12 | 21 | 79 | 0 |
7.58
|
3.33
|
3.46
|
5.30
|
0.14 | 04:00PM, Apr 17 2024 | -1.95 | 1.36 | 5.99 | 6.04 | 4.73 | 4.24 | 1.26 | 0.55 | 0.73 | 1.25 | -12.44 | -12.44 | -12.44 | 0.27 | 0.28 | 0.43 | 4.57 | 3.31 | 2.35 |
1.66
|
9.20
|
-9.59
|
3.46
|
0.60 | 3.77 | 1.77 | 1.51 | |
All Country World Bonds | 3 | 0 | 100 | 0 |
4.00
|
0.33
|
1.89
|
5.30
|
0.40 | 04:00PM, Apr 17 2024 | -1.73 | 1.12 | 6.35 | 6.41 | 5.00 | 4.60 | 0.63 | 0.05 | 0.38 | 1.15 | -17.60 | -17.60 | -17.60 | 0.02 | 0.11 | 0.30 | 8.56 | 6.13 | 3.72 |
-0.12
|
7.31
|
-13.82
|
-2.06
|
0.53 | 4.00 | 2.17 | 2.83 | |
Sheltered Sam 20/80 | 12 | 19.4 | 80 | 0.6 |
4.68
|
3.15
|
2.86
|
5.23
|
0.09 | 04:00PM, Apr 17 2024 | -1.72 | 1.11 | 4.80 | 5.25 | 4.18 | 4.08 | 0.98 | 0.60 | 0.68 | 1.28 | -11.24 | -11.24 | -11.24 | 0.28 | 0.25 | 0.47 | 4.22 | 3.07 | 2.22 |
1.19
|
6.07
|
-8.57
|
6.12
|
0.34 | 2.88 | 2.88 | 2.02 | |
Developed World ex-US 20/80 | 2 | 20 | 80 | 0 |
7.15
|
1.77
|
2.87
|
5.20
|
0.11 | 04:00PM, Apr 17 2024 | -1.71 | 1.64 | 6.41 | 6.93 | 5.36 | 5.23 | 1.11 | 0.26 | 0.54 | 0.99 | -16.80 | -16.80 | -16.80 | 0.11 | 0.17 | 0.31 | 7.00 | 5.02 | 3.71 |
1.06
|
10.62
|
-13.28
|
0.51
|
0.40 | 4.46 | 1.53 | 3.53 | |
US Inflation Protection | 1 | 0 | 100 | 0 |
-0.38
|
1.96
|
1.89
|
5.16
|
0.39 | 04:00PM, Apr 17 2024 | -1.48 | 0.65 | 4.81 | 6.31 | 5.16 | 5.95 | -0.08 | 0.31 | 0.37 | 0.87 | -14.76 | -14.76 | -14.76 | 0.13 | 0.13 | 0.35 | 7.06 | 5.17 | 3.95 |
-0.07
|
3.27
|
-13.10
|
5.67
|
0.00 | 2.79 | 5.89 | 4.41 | |
Robo Advisor 20 | 12 | 19.9 | 80.1 | 0 |
6.31
|
2.62
|
2.74
|
5.16
|
0.11 | 04:00PM, Apr 17 2024 | -1.62 | 1.20 | 4.97 | 5.34 | 4.21 | 4.13 | 1.27 | 0.49 | 0.65 | 1.25 | -12.16 | -12.16 | -12.16 | 0.22 | 0.23 | 0.42 | 4.68 | 3.40 | 2.33 |
1.45
|
7.68
|
-9.10
|
2.61
|
0.46 | 3.18 | 1.78 | 1.60 | |
Developed World ex-US Stocks | 1 | 100 | 0 | 0 |
15.02
|
7.39
|
5.05
|
5.15
|
0.06 | 04:00PM, Apr 17 2024 | -4.56 | 3.66 | 14.27 | 18.40 | 15.34 | 16.50 | 1.05 | 0.40 | 0.33 | 0.31 | -28.08 | -28.08 | -57.00 | 0.26 | 0.18 | 0.09 | 9.75 | 9.15 | 18.42 |
5.35
|
17.94
|
-15.36
|
11.67
|
0.60 | 3.65 | 2.42 | 3.46 | |
Emerging Markets Stocks | 1 | 100 | 0 | 0 |
6.95
|
1.43
|
2.24
|
5.08
|
-0.08 | 04:00PM, Apr 17 2024 | -3.33 | 2.73 | 15.51 | 18.92 | 17.27 | 22.37 | 0.45 | 0.08 | 0.13 | 0.23 | -36.52 | -36.52 | -60.44 | 0.04 | 0.06 | 0.08 | 17.73 | 17.01 | 21.70 |
2.16
|
8.99
|
-20.56
|
-3.61
|
0.00 | 2.81 | 1.95 | 1.89 | |
Total Bond Developed World ex-US | 1 | 0 | 100 | 0 |
5.19
|
0.33
|
2.18
|
4.86
|
0.12 | 04:00PM, Apr 17 2024 | -1.00 | 1.12 | 5.00 | 5.42 | 4.27 | 4.55 | 1.04 | 0.06 | 0.51 | 1.07 | -14.88 | -14.88 | -14.88 | 0.02 | 0.15 | 0.33 | 7.44 | 5.33 | 3.59 |
-0.02
|
8.79
|
-12.76
|
-2.28
|
0.35 | 4.66 | 1.31 | 3.55 | |
10-year Treasury | 1 | 0 | 100 | 0 |
-1.56
|
-0.61
|
1.16
|
4.85
|
0.63 | 04:00PM, Apr 17 2024 | -2.59 | 0.73 | 7.65 | 7.63 | 6.46 | 6.78 | -0.20 | -0.08 | 0.18 | 0.72 | -23.18 | -23.18 | -23.18 | -0.03 | 0.05 | 0.21 | 11.70 | 8.74 | 5.65 |
-1.30
|
3.64
|
-15.19
|
-3.33
|
0.50 | 2.97 | 1.61 | 0.80 | |
Sheltered Sam 10/90 | 12 | 9.7 | 90 | 0.3 |
3.09
|
2.29
|
2.10
|
4.60
|
0.15 | 04:00PM, Apr 17 2024 | -1.27 | 0.79 | 3.71 | 4.08 | 3.24 | 3.33 | 0.83 | 0.56 | 0.65 | 1.38 | -9.93 | -9.93 | -9.93 | 0.23 | 0.21 | 0.46 | 3.99 | 2.88 | 1.87 |
0.66
|
4.88
|
-8.07
|
3.98
|
0.35 | 2.92 | 2.99 | 1.97 | |
Conservative Income | 6 | 5 | 95 | 0 |
3.15
|
1.51
|
1.99
|
4.43
|
0.24 | 04:00PM, Apr 17 2024 | -1.69 | 0.74 | 5.04 | 4.95 | 3.94 | 3.59 | 0.63 | 0.30 | 0.51 | 1.23 | -11.50 | -11.50 | -11.50 | 0.13 | 0.17 | 0.39 | 5.10 | 3.70 | 2.35 |
0.03
|
5.79
|
-9.97
|
2.43
|
0.52 | 3.92 | 2.82 | 2.26 | |
Total Bond US | 1 | 0 | 100 | 0 |
1.62
|
0.32
|
1.49
|
4.30
|
0.48 | 04:00PM, Apr 17 2024 | -2.10 | 0.85 | 6.80 | 6.26 | 4.92 | 4.21 | 0.24 | 0.05 | 0.30 | 1.02 | -17.28 | -17.28 | -17.28 | 0.02 | 0.09 | 0.25 | 8.48 | 6.11 | 3.65 |
-0.69
|
5.41
|
-13.11
|
-1.86
|
0.56 | 3.20 | 2.23 | 2.06 | |
Robo Advisor 10 | 12 | 9.9 | 90.1 | 0 |
4.55
|
1.83
|
1.88
|
4.18
|
0.10 | 04:00PM, Apr 17 2024 | -1.03 | 0.77 | 3.18 | 3.31 | 2.57 | 2.52 | 1.43 | 0.55 | 0.73 | 1.66 | -8.91 | -8.91 | -8.91 | 0.21 | 0.21 | 0.47 | 3.53 | 2.53 | 1.53 |
0.83
|
5.92
|
-6.66
|
0.88
|
0.51 | 3.07 | 1.52 | 1.05 | |
Sheltered Sam 0/100 | 2 | 0 | 100 | 0 |
1.51
|
1.42
|
1.33
|
3.94
|
0.20 | 04:00PM, Apr 17 2024 | -0.83 | 0.46 | 2.82 | 3.34 | 2.71 | 3.15 | 0.53 | 0.42 | 0.49 | 1.25 | -8.61 | -8.61 | -8.61 | 0.16 | 0.15 | 0.46 | 3.82 | 2.76 | 1.83 |
0.13
|
3.69
|
-7.57
|
1.84
|
0.35 | 2.95 | 3.10 | 1.92 | |
Robo Advisor 0 | 2 | 0 | 100 | 0 |
2.82
|
1.02
|
1.00
|
3.17
|
0.09 | 04:00PM, Apr 17 2024 | -0.46 | 0.36 | 1.86 | 2.04 | 1.59 | 1.81 | 1.51 | 0.50 | 0.63 | 1.75 | -5.86 | -5.86 | -5.86 | 0.17 | 0.17 | 0.54 | 2.47 | 1.77 | 1.06 |
0.23
|
4.15
|
-4.20
|
-0.79
|
0.57 | 2.96 | 1.27 | 0.49 | |
Short Term Treasury | 1 | 0 | 100 | 0 |
2.79
|
0.97
|
0.91
|
3.07
|
0.07 | 04:00PM, Apr 17 2024 | -0.39 | 0.34 | 1.70 | 1.91 | 1.48 | 1.79 | 1.64 | 0.51 | 0.61 | 1.71 | -5.36 | -5.36 | -5.36 | 0.18 | 0.17 | 0.57 | 2.26 | 1.62 | 0.97 |
0.27
|
3.97
|
-3.88
|
-0.72
|
0.59 | 3.06 | 1.24 | 0.26 | |
US Cash | 1 | 0 | 100 | 0 |
5.21
|
1.87
|
1.22
|
2.27
|
0.01 | 04:00PM, Apr 17 2024 | 0.25 | 0.41 | 0.13 | 0.59 | 0.49 | 0.64 | 39.48 | 3.15 | 2.49 | 3.55 | -0.16 | -0.20 | -0.42 | 11.35 | 6.20 | 5.39 | 0.06 | 0.08 | 0.12 |
1.29
|
4.94
|
1.40
|
-0.10
|
0.83 | 5.03 | 1.36 | 0.00 |
Returns and KPIs are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends
Readings that may interest you
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Mar 2024.
Current inflation (annualized) is
1Y: 3.48%
, 5Y: 4.19%
, 10Y: 2.84%
, 30Y: 2.54%
Portfolio returns are updated to 31 March 2024.
Portfolio returns are updated to 31 March 2024.
Live Apr 2024 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 March 2024.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 March 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 March 2024.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 March 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Mar 2024.
2024: 1.13%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
% Allocation |
Ann. Return (%) - Mar 31, 2024 |
Chg (%) |
Return (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
Ulcer Index |
YTD(%) |
Yearly Returns (%) |
||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | #ETF | Stocks | Bonds | Comm | 1Y | 3Y | 5Y ▾ | Daily | Time(ET) | Apr 2024 | Mar 2024 | 1Y | 3Y | 5Y | 1Y | 3Y | 5Y | 3Y | 5Y | 3Y | 5Y | 3Y | 5Y | 2024 | 2023 | 2022 | 2021 | 2024 | 2023 | 2022 | 2021 | |
US Stocks ESG | 1 | 100 | 0 | 0 |
31.57
|
9.35
|
15.07
|
-0.71 | 03:59PM, Apr 17 2024 | -5.09 | 2.82 | 14.29 | 18.45 | 19.00 | 2.21 | 0.51 | 0.79 | -27.79 | -27.79 | 0.34 | 0.54 | 13.16 | 10.72 |
9.83
|
30.80
|
-24.04
|
26.20
|
0.26 | 1.51 | 1.07 | 0.85 | |
Cape US Sector Value | 1 | 100 | 0 | 0 |
24.86
|
10.49
|
14.72
|
-0.04 | 03:59PM, Apr 17 2024 | -5.61 | 2.38 | 14.44 | 18.40 | 18.89 | 1.72 | 0.57 | 0.78 | -20.07 | -21.00 | 0.52 | 0.70 | 7.47 | 6.85 |
5.54
|
27.65
|
-15.62
|
27.80
|
0.00 | 1.05 | 0.44 | 0.00 | |
US Stocks Equal Weight | 1 | 100 | 0 | 0 |
19.09
|
7.89
|
12.15
|
-0.21 | 04:00PM, Apr 17 2024 | -5.91 | 4.47 | 16.63 | 17.91 | 20.25 | 1.15 | 0.44 | 0.60 | -20.69 | -26.65 | 0.38 | 0.46 | 7.95 | 7.93 |
7.78
|
13.70
|
-11.62
|
29.41
|
0.43 | 1.84 | 1.59 | 1.64 | |
Stocks/Bonds 60/40 2x Leveraged | 2 | 60 | 40 | 0 |
27.89
|
5.59
|
12.07
|
-0.26 | 04:00PM, Apr 17 2024 | -7.46 | 4.44 | 20.92 | 25.60 | 23.46 | 1.33 | 0.22 | 0.51 | -39.53 | -39.53 | 0.14 | 0.31 | 22.10 | 17.51 |
9.95
|
28.05
|
-35.46
|
33.12
|
0.54 | 1.53 | 0.31 | 0.18 | |
Stocks/Bonds 60/40 with Bitcoin | 3 | 59 | 39 | 2 |
20.30
|
5.31
|
10.79
|
-0.24 | 07:57PM, Apr 17 2024 | -3.84 | 2.47 | 10.67 | 13.25 | 13.30 | 1.90 | 0.40 | 0.81 | -21.45 | -21.45 | 0.25 | 0.50 | 10.05 | 8.06 |
6.65
|
20.55
|
-17.90
|
15.60
|
0.22 | 2.31 | 1.65 | 1.69 | |
Developed World ex-US Stocks Momentum | 1 | 100 | 0 | 0 |
24.32
|
4.99
|
9.51
|
0.00 | 04:00PM, Apr 17 2024 | -4.61 | 5.32 | 13.96 | 16.58 | 16.05 | 1.74 | 0.30 | 0.59 | -28.57 | -28.57 | 0.17 | 0.33 | 12.09 | 9.80 |
14.41
|
13.91
|
-16.80
|
6.60
|
0.00 | 2.56 | 2.19 | 5.51 | |
Stocks/Bonds 60/40 ESG | 2 | 60 | 40 | 0 |
19.32
|
4.92
|
9.34
|
-0.22 | 03:59PM, Apr 17 2024 | -3.91 | 2.04 | 11.00 | 13.28 | 12.66 | 1.76 | 0.37 | 0.74 | -22.44 | -22.44 | 0.22 | 0.42 | 11.12 | 8.82 |
5.59
|
20.65
|
-19.58
|
14.84
|
0.37 | 2.14 | 1.62 | 1.30 | |
Golden Butterfly with Bitcoin | 6 | 40 | 40 | 20 |
11.86
|
2.85
|
8.58
|
-0.21 | 07:57PM, Apr 17 2024 | -2.80 | 3.44 | 11.27 | 11.58 | 11.09 | 1.05 | 0.25 | 0.77 | -18.74 | -18.74 | 0.15 | 0.46 | 8.55 | 6.76 |
3.89
|
14.80
|
-14.60
|
10.61
|
0.31 | 1.98 | 1.13 | 1.03 | |
Permanent Portfolio with Bitcoin | 5 | 25 | 50 | 25 |
11.89
|
3.68
|
8.23
|
-0.12 | 07:57PM, Apr 17 2024 | -1.14 | 3.41 | 8.86 | 9.91 | 9.39 | 1.34 | 0.37 | 0.88 | -16.88 | -16.88 | 0.22 | 0.49 | 7.87 | 6.18 |
4.82
|
14.36
|
-13.79
|
5.47
|
0.36 | 2.56 | 1.13 | 0.73 | |
Stocks/Bonds 40/60 with Bitcoin | 3 | 39 | 59 | 2 |
14.85
|
2.95
|
8.05
|
-0.02 | 07:57PM, Apr 17 2024 | -3.32 | 2.07 | 9.18 | 11.05 | 10.61 | 1.62 | 0.27 | 0.76 | -19.39 | -19.39 | 0.15 | 0.41 | 9.62 | 7.59 |
4.60
|
16.42
|
-16.62
|
10.09
|
0.33 | 2.59 | 1.83 | 1.80 | |
Desert Portfolio with Bitcoin | 4 | 30 | 60 | 10 |
12.91
|
3.02
|
7.71
|
-0.11 | 07:57PM, Apr 17 2024 | -1.99 | 2.24 | 6.83 | 8.72 | 8.16 | 1.89 | 0.35 | 0.94 | -15.73 | -15.73 | 0.19 | 0.49 | 7.25 | 5.69 |
4.37
|
14.46
|
-12.90
|
7.03
|
0.29 | 2.00 | 1.14 | 0.88 | |
Golden Butterfly 2x Leveraged | 4 | 40 | 40 | 20 |
13.60
|
0.40
|
7.71
|
-0.35 | 04:00PM, Apr 17 2024 | -4.22 | 6.48 | 19.64 | 21.32 | 19.26 | 0.69 | 0.02 | 0.40 | -34.50 | -34.50 | 0.01 | 0.22 | 19.30 | 15.20 |
5.20
|
16.76
|
-28.62
|
16.84
|
0.47 | 1.63 | 0.25 | 0.11 | |
Simplified Permanent Portfolio 2x Leveraged | 3 | 25 | 50 | 25 |
11.80
|
1.75
|
7.63
|
-0.07 | 04:00PM, Apr 17 2024 | -1.55 | 6.65 | 16.25 | 19.23 | 17.13 | 0.73 | 0.09 | 0.45 | -31.96 | -31.96 | 0.05 | 0.24 | 17.61 | 13.88 |
6.02
|
15.62
|
-26.74
|
8.10
|
0.54 | 1.78 | 0.24 | 0.14 | |
Stocks/Bonds 40/60 2x Leveraged | 2 | 40 | 60 | 0 |
14.99
|
0.30
|
6.83
|
0.24 | 04:00PM, Apr 17 2024 | -6.77 | 3.56 | 18.55 | 21.69 | 18.44 | 0.81 | 0.01 | 0.37 | -36.46 | -36.46 | 0.01 | 0.19 | 22.25 | 17.39 |
5.22
|
18.74
|
-33.70
|
19.46
|
0.67 | 2.16 | 0.32 | 0.18 | |
All Weather Portfolio 2x Leveraged | 5 | 37.5 | 55 | 7.5 |
6.94
|
1.53
|
6.80
|
0.43 | 04:00PM, Apr 17 2024 | -6.82 | 5.57 | 23.27 | 25.41 | 21.63 | 0.30 | 0.06 | 0.31 | -37.02 | -37.02 | 0.04 | 0.18 | 20.48 | 16.10 |
4.31
|
12.72
|
-29.60
|
19.72
|
0.54 | 1.97 | 0.42 | 0.32 | |
All Weather Portfolio with Bitcoin | 6 | 30 | 55 | 15 |
8.95
|
1.27
|
6.75
|
0.09 | 07:57PM, Apr 17 2024 | -3.46 | 2.54 | 11.28 | 12.26 | 10.91 | 0.79 | 0.10 | 0.62 | -21.81 | -21.81 | 0.06 | 0.31 | 12.27 | 9.57 |
3.34
|
12.94
|
-19.84
|
9.08
|
0.32 | 2.56 | 1.35 | 1.13 | |
Ark Tech Portfolio | 4 | 100 | 0 | 0 |
21.43
|
-20.26
|
6.58
|
-1.48 | 04:00PM, Apr 17 2024 | -12.68 | -1.43 | 40.66 | 38.03 | 38.01 | 0.53 | -0.53 | 0.17 | -68.02 | -69.47 | -0.30 | 0.09 | 48.81 | 39.60 |
-3.04
|
55.71
|
-58.78
|
-18.06
|
0.00 | 0.29 | 0.00 | 1.03 | |
Stocks/Bonds 40/60 ESG | 2 | 40 | 60 | 0 |
13.29
|
2.52
|
6.34
|
0.02 | 03:59PM, Apr 17 2024 | -3.33 | 1.63 | 9.40 | 10.88 | 9.81 | 1.41 | 0.23 | 0.65 | -19.76 | -19.76 | 0.13 | 0.32 | 10.23 | 8.03 |
3.47
|
15.57
|
-17.35
|
9.16
|
0.42 | 2.46 | 1.89 | 1.53 | |
Talmud Portfolio 2x Leveraged | 3 | 66.7 | 33.3 | 0 |
16.95
|
1.46
|
6.22
|
-0.54 | 04:00PM, Apr 17 2024 | -10.93 | 3.62 | 24.94 | 28.84 | 25.98 | 0.68 | 0.05 | 0.24 | -44.36 | -44.36 | 0.03 | 0.14 | 27.48 | 22.08 |
3.82
|
19.47
|
-39.60
|
46.68
|
0.42 | 1.72 | 0.42 | 0.24 | |
Desert Portfolio 2x Leveraged | 3 | 30 | 60 | 10 |
11.20
|
-0.20
|
6.09
|
0.21 | 04:00PM, Apr 17 2024 | -4.54 | 4.61 | 16.90 | 19.69 | 16.76 | 0.66 | -0.01 | 0.36 | -34.04 | -34.04 | -0.01 | 0.18 | 20.44 | 15.99 |
4.59
|
15.63
|
-30.56
|
12.18
|
0.65 | 2.13 | 0.29 | 0.17 | |
Developed World ex-US 60/40 Momentum | 2 | 60 | 40 | 0 |
16.56
|
2.37
|
5.91
|
0.05 | 04:00PM, Apr 17 2024 | -3.17 | 3.73 | 9.63 | 11.56 | 10.89 | 1.72 | 0.21 | 0.54 | -22.23 | -22.23 | 0.11 | 0.27 | 10.13 | 8.08 |
8.64
|
11.86
|
-15.18
|
3.05
|
0.14 | 3.40 | 1.84 | 4.73 | |
Developed World ex-US 40/60 Momentum | 2 | 40 | 60 | 0 |
12.73
|
1.03
|
4.08
|
0.07 | 04:00PM, Apr 17 2024 | -2.44 | 2.89 | 7.64 | 9.31 | 8.57 | 1.67 | 0.11 | 0.48 | -19.40 | -19.40 | 0.05 | 0.21 | 9.51 | 7.51 |
5.75
|
10.84
|
-14.37
|
1.27
|
0.21 | 3.82 | 1.66 | 4.33 |
Returns and KPIs are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends
Readings that may interest you