Robo Advisor Wealthsimple, Blowing Past Betterment?
Robo Advisor Wealth is the hot new robo on the block. They have excellent portfolios and a great attitude towards investing and personal finance. Let’s benchmark their portfolios.
Frank Armstrong Ideal Portfolio, But Ideal For Whom?
Frank Armstrong’s Ideal Portfolio is a masterclass in asset allocation. It’s not ideal for everyone. Let’s find out why.
John Bogle’s Portfolio The Vanguard of Legends, How’s His Portfolio?
John Bogle stands as the Vanguard of investing legends. We benchmark his investment portfolios. They are which are uncompromisingly simple and effective. Let’s talk about saints and legends.
Is Socially Responsible Investing Better? We Tested 174 Portfolios, Here Are The Results
Is doing well by doing good more profitable? Do the good guys finish first? We tested 174 standard portfolios against 174 comparable ESG portfolios. Here are the results.
TD Ameritrade Selective Portfolios, Dreadfully Dull Determines Your Destiny
The electronic trading behemoth TD Ameritrade wants to manage your portfolio. It quickly gets boring, but boring is good. Find out why.
The Tim Maurer Simple Money Portfolio, Another BAM Home-Run?
Tim Maurer gets investing and personal finance. Is his portfolio equally outstanding? Let’s test it. Special guest stars Swedroe and Ritholtz!
The Marc Faber Portfolio, Returns You Can Touch and Feel
The Marc Faber portfolio is a display of how far you should take gold investing. Is it a contender for The Permanent portfolio?
T. Rowe Price ActivePlus Portfolios, Robo-Like Portfolios
The T. Rowe Price ActivePlus portfolios are well-diversified. They use a lot of asset classes. Let’s see if that helps them.
Socially Responsible Investing (ESG) Portfolios On Portfolio Einstein
Portfolio Einstein now tracks over 150 ESG investment portfolios. It is now easy to invest with a good conscience and for higher returns.
Scott Adams Dilbert Portfolio, Crazy High Returns, But There’s a Catch
Double your money every 6.5 years? Grab this portfolio but beware of the sharp spikes.
The Global Market Portfolio, What Is the Return of Earth?
Let’s make an asset allocation for Earth! In the near future, an alien galactic civilization will want to know the compound return for Earth. Well, here it is!
Vanguard LifeStrategy Portfolios, Let’s Put Investing In A Box
The Vanguard LifeStrategy funds offer diversification in one neat package. Let’s see what’s inside the package.
TIAA Target-Date Portfolios, 102 Years of Investing Wisdom Benchmarked
TIAA has had 102 years to perfect their investment strategy. Let’s see if their target-date portfolios show superiority.
The Warren Buffett Portfolio, Let the Oracle Show You High Returns
The Oracle of Omaha, Warren Buffett, recommends this asset allocation for his wife and probably for you too.
Vanguard Target Date Retirement Portfolio, Beware of the Giant
This quiet giant in investment management must be doing something right. Let’s see what it is.
Time Inc Money Portfolios, A Showcase For How To Tilt Your Portfolio
The Money magazine portfolios are a great way to see how you can tilt your portfolio toward small and value.
BlackRock Target-Date Portfolios, No Fuzz Solid Portfolios
The proven BlackRock target-date portfolios have $200 billion allocated to their strategies. Are you going to join?
Andrew Tobias Portfolio, The Only Portfolio You Will Ever Need
Andrew Tobias is a man of many accomplishments. Chief among them is his well-known no-nonsense book. His portfolio is equally no-nonsense. If you like simplicity then this is for you.
Here is How Portfolio Einstein Will Help You Invest Better
Here is how hundreds of benchmarked portfolios can help you with your IRA, ROTH, college savings plan, buying a house or saving for that special one thing.
Charles Schwab Target-Date Portfolios, Spectacularly Unspectacular
Schwab shows us how to construct a good performing spectacularly unspectacular portfolio that will sail you into retirement.