Risk comes in many shapes and forms. In academia and in much of the investing industry, risk in investing is measured by standard deviation (a measure of how much the price of an asset bounces around).
Now, a standard deviation is, well – academic. This is because, for you and me, the risk is the pain we go through when we lose money. That pain is called draw-down. The draw-down of a portfolio is the amount of money the portfolio will lose in a given year. So, for example, a portfolio with a draw-down of -20% has at some point lost 20% of its value. That’s a good indication of what could happen in the future.
Now, that’s pretty actionable information that we can plan around and relate to.
A rough rule of thumb is that for each 20% of stocks a portfolio has it has a draw-down of -10%. So a 100% stock portfolio has potentially a draw-down of -50%. A 60% stock portfolio has a potential draw-down of -30%.
There are other forms of risk however but the draw-down is what we will focus on when dividing the portfolios into the various risk levels. You should also look at standard deviation as well as the stock to bond ratio.
How the risk levels are determined
We have given the portfolios a risk level from one to three. = 1 – 3.
1 is the least risky but also offers the least reward.
3 is the riskiest but offers the most rewards.
The portfolios have been divided into tertiles. In the first tertile, the first 33.3% represent the portfolios that have the lowest draw-downs. The last 33.3% are the ones with the highest draw-downs.
This page is displaying the high-risk portfolios. They are suited for long-term savings like retirement and college savings with many years to go before needing the money.
High-risk portfolios
Name
See Portfolio
Asset class count
Year to date
Return in 2020
10 year return
CAGR since 1989 (%)
STDEV
Draw Down
Risk level
Expense ratio
Premium Portfolio
1
6.36%
18.29
13.84
10.77
17.02
-37.63%
3
0.03%
Three Fund Portfolio (50-30-20)
3
3.82%
15.39
9.34
8.55
13.58
-30.69%
3
0.05%
Merrimans Ultimate Portfolio
10
9.71%
6.4
8.0
9.04
17.2
-41.07%
3
0.17%
Meb Faber Ivy 5 Portfolio
5
5.84%
5.19
5.26
7.46
11.39
-31.51%
3
0.22%
Meb Faber Ivy 10 Portfolio
9
6.83%
3.98
4.34
7.83
13.12
-34.87%
3
0.23%
Premium Portfolio
2
5.72%
16.77
12.63
10.27
15.32
-32.67%
3
0.03%
Premium Portfolio
12
13.12%
6.31
9.33
10.39
17.23
-39.62%
3
0.18%
Index Fund Advisors, Portfolio 80
16
10.20%
5.97
7.94
9.35
13.76
-30.83%
3
0.15%
Muhammad El-Erian Portfolio
8
4.25%
8.42
5.62
8.4
12.75
-31.14%
3
0.17%
Allan Roth Second Grader High Risk Portfolio
3
4.84%
16.73
10.29
8.91
15.18
-34.91%
3
0.05%
Allan Roth Second Grader Five-Fund High Risk Portfolio
5
4.65%
15.73
9.87
9.04
14.43
-34.20%
3
0.07%
Allan Roth Second Grader High Risk with CDs Portfolio
3
5.20%
15.99
9.97
8.59
15.13
-35.21%
3
0.06%
Premium Portfolio
2
5.28%
18.11
8.63
11.14
21.77
-44.87%
3
0.07%
Scott Burns Nine Emerging Portfolio
9
9.84%
2.76
6.6
9.32
13.16
-30.97%
3
0.09%
Scott Burns 10 Speed Portfolio
10
9.66%
2.18
6.28
8.92
13.51
-32.27%
3
0.12%
Robo Advisor Betterment 100
6
8.06%
12.29
9.41
9.53
17.12
-40.07%
3
0.07%
Robo Advisor Betterment 80
10
5.89%
11.04
8.35
9.07
13.93
-31.32%
3
0.07%
Premium Portfolio
7
4.91%
10.89
7.55
9.77
17.28
-38.97%
3
0.08%
Robo Advisor Wealthfront 80
7
5.39%
9.64
8.57
9.46
14.82
-35.39%
3
0.07%
Robo Advisor Wealthfront 60
7
3.81%
9.78
8.3
9.16
12.83
-30.30%
3
0.08%
Gibson Five Asset Classes
6
5.87%
5.28
5.13
7.47
11.59
-32.05%
3
0.23%
Premium Portfolio
2
4.50%
18.37
11.88
10.13
13.89
-28.56%
3
0.03%
Premium Portfolio
2
5.52%
19.7
12.84
10.49
15.51
-32.77%
3
0.03%
Premium Portfolio
16
11.17%
6.95
8.6
9.84
15.32
-34.47%
3
0.17%
Total US Stock Market
1
6.54%
21.03
13.78
10.83
17.13
-37.00%
3
0.03%
Paul Merriman Best-in-Class ETFs Portfolio (Aggressive)
12
9.50%
7.24
8.34
9.22
16.39
-38.36%
3
0.18%
Premium Portfolio
4
18.86%
3.19
8.52
10.59
17.36
-36.46%
3
0.26%
Premium Portfolio
11
18.04%
3.66
8.62
10.48
17.17
-36.35%
3
0.24%
Premium Portfolio
14
15.37%
4.55
8.41
10.06
15.65
-33.39%
3
0.20%
Ben Stein Portfolio
7
5.54%
10.23
7.67
8.52
13.63
-32.15%
3
0.07%
Premium Portfolio
1
6.54%
21.03
13.78
10.83
17.13
-37.00%
3
0.03%
Fidelity Freedom Index 2040 (45 year old)
5
5.00%
16.68
10.31
9.01
15.03
-34.81%
3
0.06%
Fidelity Freedom Index 2050 (35 year old)
5
5.00%
16.68
10.31
9.01
15.03
-34.81%
3
0.06%
Fidelity Freedom Index 2060 (25 year old and younger)
5
5.00%
16.68
10.31
9.01
15.03
-34.81%
3
0.06%
TD Ameritrade Core Portfolio Aggressive
5
4.34%
15.73
9.63
8.59
14.39
-32.96%
3
0.05%
Morningstar Moderate Retirement Saver Portfolio
5
5.39%
14.36
9.54
9.16
13.44
-29.81%
3
0.05%
Morningstar Aggressive Retirement Saver Portfolio
5
7.07%
14.86
10.11
9.15
15.77
-36.46%
3
0.05%
Vanguard Target Retirement 2040 (45 year old)
4
4.31%
15.55
9.52
8.51
14.43
-33.10%
3
0.05%
Vanguard Target Retirement 2050 (35 year old)
4
4.73%
16.04
9.8
8.57
15.22
-35.27%
3
0.05%
Vanguard Target Retirement 2060 (25 year old)
4
4.73%
16.03
9.79
8.57
15.24
-35.33%
3
0.05%
Premium Portfolio
12
4.52%
17.49
9.84
9.57
14.85
-33.52%
3
0.07%
David Booth (DFA) Aggressive Portfolio
15
8.11%
6.25
8.27
9.24
13.06
-30.35%
3
0.14%
Premium Portfolio
11
10.72%
6.26
9.57
10.12
16.4
-39.45%
3
0.17%
Rick Ferri Core 4 fund Portfolio (80/20)
4
4.13%
13.93
9.5
8.88
13.01
-30.27%
3
0.05%
Vanguard LifeStrategy Growth Fund (80/20)
4
3.85%
15.02
9.21
8.42
13.6
-30.80%
3
0.05%
T. Rowe Price ActivePlus Portfolio, Model 80
3
4.97%
15.99
9.85
8.87
13.29
-34.21%
3
0.04%
T. Rowe Price ActivePlus Portfolio, Model 90
3
6.09%
17.02
10.55
9.08
14.65
-39.00%
3
0.04%
T. Rowe Price ActivePlus Portfolio, Model 100
2
7.40%
18.06
11.24
9.24
16.27
-39.12%
3
0.05%
Schwab Target Date Index Fund 2040
8
4.80%
12.83
9.44
8.98
13.49
-31.01%
3
0.05%
Schwab Target Date Index Fund 2050
8
5.70%
13.42
9.94
9.23
14.96
-35.06%
3
0.05%
Schwab Target Date Index Fund 2060
8
6.17%
13.69
10.17
9.34
15.71
-37.12%
3
0.05%
Schwab Managed Portfolio, Growth
9
5.76%
10.22
7.52
8.29
13.2
-32.39%
3
0.11%
Schwab Managed Portfolio, Aggressive Growth
7
7.23%
11.39
8.49
8.65
15.58
-38.07%
3
0.09%
Gibson Four Asset Classes
4
9.35%
-0.13
4.89
7.27
14.04
-40.41%
3
0.27%
Premium Portfolio
8
5.26%
9.3
8.51
9.94
11.71
-29.32%
3
0.24%
Meb Faber GTAA Moderate
11
5.73%
5.3
5.37
8.66
12.27
-31.93%
3
0.25%
TrevH from Boglheads Portfolio
4
11.00%
7.49
8.07
8.37
16.86
-40.81%
3
0.17%
Morningstar Lifetime Allocation Index Aggressive, 2060
16
7.98%
11.8
8.79
9.36
16.42
-39.62%
3
0.11%
Morningstar Lifetime Allocation Index Aggressive, 2050
16
8.03%
11.99
9.05
9.42
16.29
-39.37%
3
0.10%
Morningstar Lifetime Allocation Index Aggressive, 2040
18
7.97%
12.11
9.26
9.47
16.02
-38.72%
3
0.10%
Morningstar Lifetime Allocation Index Aggressive, 2030
18
6.79%
11.56
8.88
9.3
14.24
-33.93%
3
0.10%
Morningstar Lifetime Allocation Index Moderate, 2060
16
7.56%
11.59
8.66
9.33
15.75
-37.83%
3
0.10%
Morningstar Lifetime Allocation Index Moderate, 2050
16
7.54%
11.74
8.88
9.37
15.55
-37.36%
3
0.10%
Morningstar Lifetime Allocation Index Moderate, 2040
18
6.94%
11.55
8.8
9.31
14.59
-34.80%
3
0.10%
Morningstar Lifetime Allocation Index Conservative, 2060
16
6.58%
11.41
8.49
9.26
14.58
-34.26%
3
0.10%
Morningstar Lifetime Allocation Index Conservative, 2050
16
6.27%
11.37
8.52
9.23
14.01
-32.78%
3
0.10%
Premium Portfolio
8
4.67%
12.98
8.85
9.63
14.95
-34.90%
3
0.07%
Premium Portfolio
8
4.46%
12.76
8.87
9.67
14.39
-33.61%
3
0.07%
Premium Portfolio
8
4.04%
11.7
8.71
9.61
13.26
-31.08%
3
0.08%
Dimensional 2040 Target Date Retirement Income Fund
7
4.38%
14.72
9.25
8.84
14.21
-32.21%
3
0.05%
Dimensional 2050 Target Date Retirement Income Fund
7
5.29%
16.05
10.23
9.26
16.26
-37.66%
3
0.05%
Dimensional 2060 Target Date Retirement Income Fund
7
5.29%
16.05
10.23
9.26
16.26
-37.66%
3
0.05%
Premium Portfolio
2
17.71%
2.53
10.51
10.4
16.25
-36.25%
3
0.10%
Premium Portfolio
4
15.08%
8.7
11.56
10.65
16.33
-35.26%
3
0.08%
Premium Portfolio
5
12.61%
0.12
8.33
9.61
17.11
-39.50%
3
0.28%
Dan Solin SuperSmart Portfolio, Medium-High Risk
8
9.94%
4.87
7.51
9.22
13.17
-30.29%
3
0.14%
Premium Portfolio
7
12.44%
5.33
8.94
10.15
16.53
-39.51%
3
0.17%
Dan Solin The Smartest ETF Portfolio, Medium-High Risk
2
4.28%
13.9
7.86
7.39
13.73
-32.56%
3
0.07%
Dan Solin The Smartest ETF Portfolio, High Risk
1
5.36%
16.61
9.38
7.79
17.35
-42.34%
3
0.08%
Dan Solin The Smartest Index Portfolio, Medium-High Risk
3
3.95%
15.99
9.85
8.87
13.56
-30.27%
3
0.04%
Dan Solin The Smartest Index Portfolio, High Risk
2
5.85%
18.06
11.24
9.24
16.8
-39.12%
3
0.05%
TIAA-CREF Lifecycle 2040
4
4.48%
16.57
10.27
9.43
14.63
-32.56%
3
0.04%
TIAA-CREF Lifecycle 2050
4
5.12%
17.27
10.75
9.59
15.73
-35.52%
3
0.04%
TIAA-CREF Lifecycle 2060
4
5.35%
17.52
10.9
9.65
16.13
-36.60%
3
0.04%
William Bernstein Taxable Ted 100% Stocks
4
8.77%
12.44
10.71
9.48
15.82
-37.86%
3
0.06%
William Bernstein Taxable Ted 90/10
5
7.77%
11.78
10.06
9.21
14.3
-33.83%
3
0.06%
William Bernstein Taxable Ted 80/20
5
6.77%
11.11
9.39
8.9
12.78
-29.79%
3
0.06%
Premium Portfolio
10
10.46%
7.29
9.62
9.81
15.32
-36.95%
3
0.11%
William Bernstein Sheltered Sam 90/10
12
9.42%
7.07
9.0
9.48
13.97
-33.64%
3
0.11%
William Bernstein Sheltered Sam 80/20
12
8.38%
6.84
8.37
9.13
12.62
-30.34%
3
0.10%
Goldman Sachs Target Date 2055 Portfolio
13
8.95%
2.64
8.87
9.28
15.55
-37.34%
3
0.17%
Goldman Sachs Target Date 2045 Portfolio
13
8.95%
2.57
8.82
9.26
15.51
-37.21%
3
0.17%
Robo Advisor Betterment 90
11
6.96%
11.65
8.9
9.36
15.66
-36.12%
3
0.08%
Rick Ferri Total Economy Core-4 Portfolio Agressive
4
6.87%
10.92
8.48
8.54
12.8
-30.77%
3
0.09%
Rick Ferri Global Markets Core-4 Aggressive
4
4.08%
15.5
10.06
8.8
13.45
-29.56%
3
0.04%
Rick Ferri Inflation Fighter Core-4 Portfolio Aggressive
4
4.12%
13.18
8.53
8.09
13.64
-34.42%
3
0.09%
Rick Ferri Income Seeker Core-4 Portfolio Aggressive
4
7.39%
1.97
8.52
8.4
12.77
-30.92%
3
0.17%
Rick Ferri Socially Conscious ESG Core-4 Portfolio Aggressive
4
3.72%
13.45
8.54
8.12
13.38
-32.68%
3
0.09%
3 Fund Portfolio 80/20
3
4.02%
15.66
10.04
8.82
13.44
-29.59%
3
0.04%
Meb Faber IVY 20 portfolio
16
7.50%
6.88
4.95
8.26
13.89
-35.66%
3
0.29%
Premium Portfolio
9
8.27%
4.23
8.73
9.78
13.1
-30.48%
3
0.16%
Premium Portfolio
9
9.76%
3.8
9.28
10.11
14.67
-34.94%
3
0.18%
Premium Portfolio
8
11.25%
3.36
9.83
10.4
16.25
-39.39%
3
0.19%
Fundamentum Enhanced Index Focus Growth
6
4.05%
14.75
8.61
7.85
14.36
-34.75%
3
0.08%
Premium Portfolio
12
8.95%
7.11
7.76
10.05
15.13
-32.87%
3
0.25%
Premium Portfolio
11
10.04%
7.48
8.39
10.64
17.33
-37.91%
3
0.27%
Alexander Green Gone Fishing Portfolio
10
4.87%
11.56
7.28
8.76
13.06
-28.87%
3
0.14%
Robo Advisor Wealthsimple Portfolio Growth
9
4.62%
14.51
9.47
9.41
15.72
-36.27%
3
0.06%
Robo Advisor WiseBanyan 90% stocks
9
4.91%
15.8
9.95
9.04
15.5
-35.78%
3
0.05%
Robo Advisor WiseBanyan 80% stocks
9
4.19%
14.62
9.39
8.91
13.96
-32.10%
3
0.06%
PWL Capital Toronto (CA) 100% Stocks
4
6.47%
12.44
8.3
8.87
16.29
-38.15%
3
0.05%
PWL Capital Toronto (CA) 90% Stocks
6
5.29%
11.97
7.92
8.8
14.72
-33.63%
3
0.06%
PWL Capital Toronto (CA) 80% Stocks
5
4.13%
11.61
7.6
8.74
13.17
-29.07%
3
0.06%
Premium Portfolio
3
5.83%
17.79
11.02
9.65
17.15
-39.44%
3
0.04%
PWL Capital Toronto (US) 90% Stocks
4
4.87%
16.75
10.33
9.42
15.48
-34.98%
3
0.04%
PWL Capital Toronto (US) 80% Stocks
4
3.94%
15.81
9.72
9.21
13.83
-30.48%
3
0.04%
PWL Capital Layton-Guay Portfolios (US) 70/30 Aggressive
6
3.49%
13.17
8.71
8.53
12.65
-28.88%
3
0.05%
PWL Capital Passmore & Felix (CA), 80/20
6
4.69%
10.37
7.82
8.03
12.37
-28.86%
3
0.05%
PWL Capital Passmore & Felix (CA), 100/0
4
6.61%
11.46
8.74
8.52
15.4
-37.19%
3
0.05%
PWL Capital Passmore & Felix (US), 80/20
5
4.20%
14.44
9.9
8.63
13.18
-29.83%
3
0.04%
PWL Capital Passmore & Felix (US), 100/0
3
6.00%
16.57
11.33
9.24
16.41
-38.42%
3
0.04%
Premium Portfolio
7
8.43%
13.29
10.13
9.73
16.9
-40.16%
3
0.05%
Ben Stein 2007
Coming soon
6
6.90%
10.7
8.5
8.93
13.92
-33.06%
3
0.08%
Premium Portfolio
2
6.68%
5.36
10.88
11.23
14.19
-35.43%
3
0.09%
Aronson Lazy Portfolio
Coming soon
11
4.81%
15.58
8.38
9.36
15.58
-32.92%
3
0.10%
Premium Portfolio
8
13.92%
9.74
8.85
9.82
17.7
-40.27%
3
0.22%
Premium Portfolio
6
12.34%
10.26
8.52
10.02
17.93
-40.57%
3
0.20%
Canadian Portfolio Manager Model Portfolios (CA) 80% Stocks
Coming soon
5
4.11%
12.25
8.01
8.87
13.12
-29.02%
3
0.06%
Canadian Portfolio Manager Model Portfolios (CA) 90% Stocks
Coming soon
5
5.29%
12.71
8.41
8.96
14.63
-33.50%
3
0.05%
Canadian Portfolio Manager Model Portfolios (CA) 100% Stocks
Coming soon
4
6.47%
13.17
8.8
9.03
16.18
-38.00%
3
0.05%
Canadian Portfolio Manager Model Portfolios (US) 80% Stocks
Coming soon
4
3.98%
15.97
9.87
9.26
13.79
-30.31%
3
0.04%
Canadian Portfolio Manager Model Portfolios (US) 90% Stocks
Coming soon
4
4.94%
17.0
10.58
9.5
15.42
-34.73%
3
0.04%
Premium Portfolio
3
5.89%
18.04
11.26
9.72
17.07
-39.17%
3
0.04%
Canadian Couch Potato Model Portfolios (CA) Aggressive
Coming soon
3
5.23%
12.27
7.8
8.11
14.52
-34.64%
3
0.08%
Canadian Couch Potato Model Portfolios (US) Assertive
Coming soon
3
3.41%
15.49
9.22
8.48
12.8
-29.13%
3
0.06%
Canadian Couch Potato Model Portfolios (US) Aggressive
Coming soon
3
4.81%
17.05
10.22
8.74
15.25
-35.99%
3
0.06%
Robo Advisor Wealthsimple Risk Level 10
5
2.79%
13.98
9.36
9.51
15.21
-32.87%
3
0.08%
Robo Advisor Wealthsimple Risk Level 09
5
1.86%
14.22
9.33
9.55
14.28
-29.71%
3
0.08%
Ram Balakrishnan Sleepy Portfolio (US Edition)
Coming soon
7
4.39%
12.69
8.5
8.46
12.49
-28.70%
3
0.05%
The Canonical Portfolio (CA) 90% Stocks
Coming soon
4
5.33%
11.53
8.11
8.25
14.1
-32.72%
3
0.05%
The Canonical Portfolio (US) 90% Stocks
Coming soon
3
4.91%
16.31
10.52
8.86
15.03
-34.06%
3
0.04%
The Canonical Portfolio (US) 80% Stocks
Coming soon
3
3.96%
15.35
9.83
8.67
13.42
-29.70%
3
0.04%
Charles Ellis Portfolio Under 40 Years Old
1
5.36%
16.61
9.38
7.79
17.35
-42.34%
3
0.08%
Charles Ellis Portfolio 40 - 50 Years Old
2
4.46%
15.72
8.89
7.8
15.62
-37.60%
3
0.08%
Charles Ellis Portfolio 50 - 60 Years Old
2
3.56%
14.83
8.38
7.75
13.9
-32.85%
3
0.07%
Robo Advisor Fidelity GO Taxable Aggressive Growth
6
5.85%
13.87
10.09
8.92
14.18
-33.38%
3
0.05%
Robo Advisor Fidelity GO Tax-advantaged Aggressive Growth
6
5.43%
14.24
10.02
9.04
14.14
-32.62%
3
0.05%
Robo Advisor SigFig Taxable 15
5
4.33%
15.35
8.41
9.45
17.42
-38.39%
3
0.06%
Robo Advisor SigFig Taxable 14
6
3.97%
14.55
8.0
9.21
16.24
-35.43%
3
0.06%
Robo Advisor SigFig Taxable 13
7
3.77%
14.22
7.86
9.17
15.53
-33.74%
3
0.06%
Robo Advisor SigFig Taxable 12
7
3.17%
13.7
7.73
9.01
13.84
-29.69%
3
0.06%
Robo Advisor SigFig Taxable 11
7
3.01%
13.6
7.72
8.98
13.42
-28.65%
3
0.06%
Premium Portfolio
6
4.38%
13.99
8.27
9.55
17.48
-39.20%
3
0.07%
Robo Advisor SigFig Tax Sheltered 16
7
4.23%
13.62
8.09
9.45
16.87
-37.69%
3
0.07%
Robo Advisor SigFig Tax Sheltered 15
7
4.04%
13.3
7.93
9.37
16.27
-36.20%
3
0.07%
Robo Advisor SigFig Tax Sheltered 14
7
3.81%
13.13
7.93
9.31
15.56
-34.57%
3
0.07%
Robo Advisor SigFig Tax Sheltered 13
7
3.62%
12.97
7.82
9.29
15.26
-33.69%
3
0.07%
Robo Advisor SigFig Tax Sheltered 12
8
3.33%
12.45
7.6
9.14
14.31
-31.46%
3
0.07%
Robo Advisor SigFig Tax Sheltered 11
8
2.92%
12.01
7.31
9.07
13.81
-29.93%
3
0.07%
Ellevest Wealthbuilding Portfolio 4
14
5.38%
11.41
8.4
8.75
13.24
-30.60%
3
0.06%
Ellevest Wealthbuilding Portfolio 5
13
5.81%
11.84
8.71
8.93
14.02
-32.58%
3
0.06%
Ellevest Wealthbuilding Portfolio 6
13
6.16%
12.48
9.13
9.14
14.79
-34.54%
3
0.06%
Ellevest Wealthbuilding Portfolio 7
13
5.81%
11.84
8.71
8.93
14.02
-32.58%
3
0.06%
Ellevest Wealthbuilding Portfolio 8
13
6.16%
12.48
9.13
9.14
14.79
-34.54%
3
0.06%
Ellevest Wealthbuilding Portfolio 9
12
6.57%
13.01
9.43
9.3
15.59
-36.54%
3
0.06%
Ellevest Wealthbuilding Portfolio 10
13
6.16%
12.48
9.13
9.14
14.79
-34.54%
3
0.06%
Ellevest Wealthbuilding Portfolio 11
12
6.57%
13.01
9.43
9.3
15.59
-36.54%
3
0.06%
Ellevest Wealthbuilding Portfolio 12
12
6.98%
13.49
9.7
9.41
16.37
-38.50%
3
0.06%
Axos Invest 100% Stocks
Coming soon
3
5.69%
16.92
10.5
9.14
17.08
-39.56%
3
0.04%
Axos Invest 90% Stocks
Coming soon
9
4.92%
15.81
9.96
9.05
15.51
-35.81%
3
0.05%
Axos Invest 80% Stocks
Coming soon
9
4.19%
14.62
9.39
8.91
13.96
-32.10%
3
0.06%
Gretchen Tai Portfolio
Coming soon
9
3.37%
10.87
7.84
8.53
12.76
-29.26%
3
0.09%
Mark Hebner Portfolio 75% Stocks
Coming soon
9
8.83%
5.9
8.18
9.25
13.69
-31.67%
3
0.13%
Premium Portfolio
7
13.07%
6.52
8.8
9.93
16.94
-38.97%
3
0.15%
Fidelity Target Allocation Index-Focused Model Portfolios 80% Stocks
Coming soon
6
5.50%
14.12
9.97
8.99
14.13
-32.68%
3
0.05%
SoFi Model Portfolios Taxable Moderately Aggressive
5
4.19%
13.67
8.49
8.34
14.22
-32.90%
3
0.05%
SoFi Model Portfolios Taxable/Retirement Aggressive
3
5.40%
15.75
9.35
8.75
17.62
-40.75%
3
0.05%
SoFi Model Portfolios Retirement Moderately Aggressive
William Bernstein The Small Investor Coward Portfolio (SICEI)
Coming soon
8
8.25%
11.31
8.39
8.68
17.75
-41.54%
3
0.12%
William Bernstein The Academic Coward Portfolio (ACEI)
Coming soon
4
12.45%
0.19
7.74
8.59
16.44
-38.39%
3
0.29%
Premium Portfolio
5
17.33%
3.42
10.21
10.47
16.81
-40.85%
3
0.24%
Jonathan Clements Eight Asset Class Index Fund
Coming soon
7
4.51%
12.69
7.8
8.18
12.82
-30.71%
3
0.10%
Middleton Monitored Play It Safe Portfolio
Coming soon
9
6.20%
10.03
8.02
8.16
12.0
-29.40%
3
0.11%
Richard Jenkins Simple ETF Strategy
Coming soon
5
5.20%
9.26
7.82
8.29
12.2
-31.73%
3
0.12%
Kiplinger Five-Fund ETF Portfolio for Growth
Coming soon
6
6.58%
12.97
9.64
9.15
13.78
-31.31%
3
0.07%
David Jackson Low-Maintenance Five-Fund ETF Portfolio
Coming soon
11
4.04%
9.8
7.39
9.24
14.24
-32.57%
3
0.07%
Larry Swedroe Model Portfolios Moderately Aggressive
Coming soon
10
9.33%
6.17
7.71
8.72
12.94
-29.96%
3
0.11%
Larry Swedroe Model Portfolios Highly Aggressive
Coming Soon
10
11.68%
6.96
9.21
9.53
16.28
-39.10%
3
0.12%
Premium Portfolio
9
6.16%
12.09
10.5
10.2
14.3
-34.82%
3
0.07%
Disclaimer: There are many factors that go into choosing your right portfolio, though not as many as you would think. Therefore, the information here presented are not specific recommendations but instead for information purposes only.
Now it’s your turn!
Which portfolio are you leaning towards and why?
Why do you think a high-risk portfolio is right for you?