Premium Portfolio |  | -12.74 | 18.29 | 16.52 | 11.28 | 17.02 | -37.63% | 3 | 0.03% | 1.55 |
60/40 Portfolio |  | -12.09 | 15.7 | 11.04 | 9.45 | 10.75 | -20.13% | 2 | 0.03% | 1.68 |
Three Fund Portfolio (50-30-20) |  | -12.05 | 15.39 | 11.13 | 8.74 | 13.58 | -30.69% | 3 | 0.05% | 2.03 |
Rick Ferri Core 4 fund Portfolio (60/40) |  | -11.41 | 12.38 | 9.27 | 8.47 | 10.01 | -21.41% | 2 | 0.05% | 2.09 |
7Twelve Portfolio |  | -4.16 | 8.21 | 6.92 | 8.15 | 10.03 | -23.15% | 2 | 0.15% | 1.64 |
David Swensen Portfolio |  | -10.28 | 9.7 | 9.57 | 9.26 | 11.16 | -25.96% | 2 | 0.07% | 1.93 |
The Permanent Portfolio |  | -8.73 | 16.15 | 6.09 | 7.15 | 5.87 | -3.15% | 1 | 0.14% | 1.18 |
Tony Robbins / Ray Dalio Portfolio |  | -10.76 | 16.01 | 7.23 | 8.63 | 7.31 | -3.71% | 1 | 0.16% | 1.55 |
Merrimans Ultimate Portfolio |  | -9.47 | 6.4 | 10.79 | 9.35 | 17.2 | -41.07% | 3 | 0.17% | 2.76 |
Meb Faber Ivy 5 Portfolio |  | -1.87 | 5.19 | 7.47 | 7.92 | 11.39 | -31.51% | 3 | 0.22% | 2.29 |
Meb Faber Ivy 10 Portfolio |  | -0.35 | 3.98 | 6.55 | 8.18 | 13.12 | -34.87% | 3 | 0.23% | 2.53 |
Bill Schultheis Coffeehouse Portfolio |  | -9.14 | 7.21 | 9.08 | 8.84 | 9.76 | -20.14% | 2 | 0.07% | 2.19 |
Premium Portfolio |  | -11.71 | 16.77 | 15.01 | 10.71 | 15.32 | -32.67% | 3 | 0.03% | 1.54 |
Premium Portfolio |  | -8.83 | 6.31 | 12.43 | 10.77 | 17.23 | -39.62% | 3 | 0.18% | 2.38 |
Index Fund Advisors, Portfolio 80 |  | -8.16 | 5.97 | 10.35 | 9.62 | 13.76 | -30.83% | 3 | 0.15% | 2.24 |
Index Fund Advisors, Portfolio 60 |  | -7.5 | 5.64 | 8.22 | 8.33 | 10.33 | -22.03% | 2 | 0.13% | 2.1 |
Index Fund Advisors, Portfolio 50 |  | -7.17 | 5.47 | 7.14 | 7.64 | 8.64 | -17.64% | 2 | 0.12% | 2.03 |
The Andrew Tobias Portfolio |  | -8.3 | 12.45 | 9.01 | 8.02 | 11.85 | -28.05% | 2 | 0.05% | 1.48 |
The Talmud Portfolio |  | -12.43 | 8.15 | 10.55 | 9.81 | 10.51 | -24.00% | 2 | 0.06% | 2.27 |
Muhammad El-Erian Portfolio |  | -5.26 | 8.42 | 7.42 | 8.66 | 12.75 | -31.14% | 3 | 0.17% | 2.25 |
The Marc Faber Portfolio |  | -8.67 | 10.78 | 7.48 | 8.28 | 9.06 | -16.81% | 1 | 0.11% | 1.93 |
Ted Aronson Family Taxable Portfolio |  | -10.69 | 13.12 | 9.69 | 9.09 | 12.69 | -26.33% | 2 | 0.11% | 1.88 |
Allan Roth Second Grader High Risk Portfolio |  | -12.59 | 16.73 | 12.44 | 9.17 | 15.18 | -34.91% | 3 | 0.05% | 1.95 |
Allan Roth Second Grader Medium Risk Portfolio |  | -11.34 | 13.72 | 9.34 | 8.34 | 10.4 | -21.56% | 2 | 0.04% | 2.01 |
Allan Roth Second Grader Low Portfolio |  | -10.08 | 10.72 | 6.14 | 7.21 | 6.21 | -8.20% | 1 | 0.04% | 2.07 |
Allan Roth Second Grader Five-Fund High Risk Portfolio |  | -12.31 | 15.73 | 12.0 | 9.3 | 14.43 | -34.20% | 3 | 0.07% | 1.98 |
Allan Roth Second Grader Five-Fund Medium Risk Portfolio |  | -11.33 | 12.69 | 9.18 | 8.35 | 10.13 | -21.56% | 2 | 0.05% | 2.09 |
Allan Roth Second Grader Five-Fund Low Risk Portfolio |  | -10.08 | 10.2 | 6.06 | 7.21 | 6.1 | -8.20% | 1 | 0.04% | 2.11 |
Allan Roth Second Grader High Risk with CDs Portfolio |  | -11.7 | 15.99 | 12.21 | 8.86 | 15.13 | -35.21% | 3 | 0.06% | 1.88 |
Allan Roth Second Grader Medium Risk with CDs Portfolio |  | -7.79 | 10.8 | 8.43 | 7.1 | 10.12 | -22.77% | 2 | 0.08% | 1.71 |
Allan Roth Second Grader Low Risk with CDs Portfolio |  | -3.87 | 5.6 | 4.53 | 5.07 | 5.3 | -10.34% | 1 | 0.11% | 1.55 |
Frank Armstrong Ideal Index Portfolio |  | -7.65 | 6.8 | 8.32 | 7.67 | 11.0 | -25.75% | 2 | 0.08% | 2.19 |
Premium Portfolio |  | -12.89 | 18.11 | 11.03 | 11.21 | 21.77 | -44.87% | 3 | 0.07% | 2.26 |
Scott Burns Couch Potato |  | -7.1 | 12.99 | 9.49 | 9.05 | 9.57 | -19.88% | 2 | 0.04% | 0.71 |
Scott Burns Margaritaville |  | -8.3 | 12.45 | 9.01 | 8.02 | 11.85 | -28.05% | 2 | 0.05% | 1.48 |
Scott Burns Four Square |  | -8.25 | 10.44 | 7.69 | 7.49 | 9.13 | -19.56% | 2 | 0.06% | 1.25 |
Scott Burns Five Fold |  | -9.42 | 7.41 | 8.59 | 8.32 | 9.73 | -23.04% | 2 | 0.07% | 1.66 |
Scott Burns Six Ways from Sunday |  | 1.9 | 0.77 | 7.63 | 8.75 | 10.81 | -26.35% | 2 | 0.08% | 2.09 |
Scott Burns Seven Value Portfolio |  | 1.38 | 1.02 | 8.54 | 9.02 | 11.29 | -27.73% | 2 | 0.08% | 2.16 |
Scott Burns Seven Value 2 Portfolio |  | 0.53 | 1.2 | 9.13 | 9.35 | 11.82 | -28.25% | 2 | 0.09% | 2.09 |
Scott Burns Nine Emerging Portfolio |  | -0.81 | 2.76 | 8.79 | 9.66 | 13.16 | -30.97% | 3 | 0.09% | 2.2 |
Scott Burns 10 Speed Portfolio |  | -0.92 | 2.18 | 8.49 | 9.24 | 13.51 | -32.27% | 3 | 0.12% | 2.44 |
Larry Swedroe Simple Portfolio |  | -3.27 | 4.45 | 8.04 | 8.72 | 10.8 | -23.80% | 2 | 0.12% | 1.53 |
Larry Swedroe, The Larry Portfolio 1 |  | -7.28 | 7.25 | 5.78 | 7.33 | 6.68 | -7.67% | 1 | 0.10% | 2.04 |
Larry Swedroe, The Larry Portfolio 2 |  | -7.32 | 5.97 | 4.56 | 7.11 | 5.37 | -2.92% | 1 | 0.13% | 1.76 |
Larry Swedroe, Eliminate Fat Tails Portfolio (value tilt) |  | -3.41 | 5.87 | 4.18 | 6.91 | 7.98 | -13.55% | 1 | 0.10% | 1.17 |
Larry Swedroe Big Rocks Portfolio |  | -6.19 | 4.99 | 7.82 | 8.01 | 9.59 | -20.56% | 2 | 0.11% | 2.08 |
William Bernstein No Brainer Portfolio |  | -9.3 | 10.98 | 10.03 | 8.37 | 12.48 | -27.62% | 2 | 0.07% | 1.85 |
William Bernstein Cowards Portfolio |  | -6.61 | 6.67 | 8.23 | 8.23 | 9.51 | -19.94% | 2 | 0.07% | 1.93 |
William Bernstein Four Pillars High Risk Portfolio |  | -7.15 | 6.7 | 8.44 | 8.39 | 11.98 | -27.41% | 2 | 0.11% | 2.33 |
William Bernstein Four Pillars Medium Portfolio |  | -7.03 | 7.86 | 8.74 | 8.15 | 9.33 | -19.66% | 2 | 0.06% | 1.82 |
William Bernstein Four Pillars Low Risk Portfolio |  | -7.97 | 9.76 | 7.74 | 7.5 | 8.04 | -15.91% | 1 | 0.05% | 1.7 |
Rob Arnott Portfolio |  | -6.2 | 7.12 | 5.94 | 7.5 | 7.15 | -14.71% | 1 | 0.17% | 1.8 |
The Global Market Portfolio, (GMP) CREDIT SUISSE |  | -12.7 | 11.83 | 7.94 | 8.44 | 8.56 | -15.60% | 1 | 0.10% | 2.06 |
The Global Market Portfolio, Financial Engines 2007 |  | -10.58 | 11.52 | 9.45 | 8.64 | 10.97 | -22.97% | 2 | 0.08% | 1.89 |
Meb Faber Risk Parity Portfolio |  | -7.57 | 9.57 | 4.93 | 7.02 | 5.91 | -7.34% | 1 | 0.14% | 2.06 |
Robo Advisor Betterment 100 |  | -10.3 | 12.29 | 12.0 | 9.81 | 17.12 | -40.07% | 3 | 0.07% | 2.28 |
Robo Advisor Betterment 80 |  | -9.76 | 11.04 | 10.25 | 9.23 | 13.93 | -31.32% | 3 | 0.07% | 2.09 |
Robo Advisor Betterment 60 |  | -9.19 | 9.77 | 8.5 | 8.54 | 10.79 | -22.52% | 2 | 0.07% | 1.88 |
Robo Advisor Betterment 40 |  | -8.27 | 8.29 | 6.6 | 7.61 | 7.68 | -13.47% | 1 | 0.07% | 1.69 |
Robo Advisor Wealthfront 100 |  | -11.76 | 10.89 | 9.73 | 9.94 | 17.28 | -38.97% | 3 | 0.08% | 2.68 |
Robo Advisor Wealthfront 80 |  | -10.74 | 9.64 | 10.68 | 9.7 | 14.82 | -35.39% | 3 | 0.07% | 2.55 |
Robo Advisor Wealthfront 60 |  | -10.73 | 9.78 | 9.91 | 9.33 | 12.83 | -30.30% | 3 | 0.08% | 2.53 |
Robo Advisor Wealthfront 40 |  | -10.71 | 10.25 | 9.24 | 8.94 | 10.95 | -25.05% | 2 | 0.08% | 2.47 |
Gibson Five Asset Classes |  | -1.79 | 5.28 | 7.35 | 7.91 | 11.59 | -32.05% | 3 | 0.23% | 2.2 |
Harry Markowitz Father of Modern Portfolio Theory Portfolio |  | -11.55 | 14.37 | 9.71 | 8.92 | 9.25 | -15.92% | 1 | 0.04% | 1.76 |
Rick Ferri Early Saver Moderate Basic Portfolio |  | -11.87 | 12.48 | 10.26 | 8.87 | 11.32 | -25.77% | 2 | 0.05% | 2.13 |
Rick Ferri Early Saver Moderate Multi Asset Portfolio |  | -10.83 | 9.93 | 10.06 | 9.39 | 11.97 | -26.97% | 2 | 0.14% | 2.17 |
Rick Ferri Midlife Moderate Basic Portfolio |  | -11.44 | 11.96 | 9.27 | 8.53 | 9.9 | -21.34% | 2 | 0.05% | 2.12 |
Rick Ferri Midlifer Moderate Multi Asset Portfolio |  | -9.85 | 9.07 | 9.2 | 9.03 | 10.95 | -24.26% | 2 | 0.16% | 2.16 |
Rick Ferri Transitional Moderate Basic Portfolio |  | -10.8 | 11.45 | 8.18 | 8.04 | 8.56 | -17.05% | 1 | 0.05% | 2.09 |
Rick Ferri Transitional Moderate Multi Asset Portfolio |  | -9.17 | 8.57 | 8.33 | 8.6 | 9.61 | -20.61% | 2 | 0.16% | 2.14 |
Rick Ferri Mature Retired Saver Moderate Basic Portfolio |  | -9.29 | 9.77 | 6.93 | 7.43 | 6.93 | -12.22% | 1 | 0.05% | 1.96 |
Rick Ferri Mature Retired Saver Moderate Multi Asset Portfolio |  | -8.07 | 8.66 | 6.77 | 7.63 | 6.99 | -12.57% | 1 | 0.06% | 1.76 |
Balanced Portfolio 10/90 |  | -9.37 | 9.04 | 4.24 | 6.5 | 4.78 | -2.41% | 1 | 0.04% | 2.06 |
Balanced Portfolio 20/80 |  | -9.92 | 10.37 | 5.62 | 7.15 | 5.47 | -3.28% | 1 | 0.04% | 1.98 |
Balanced Portfolio 30/70 |  | -10.46 | 11.71 | 7.0 | 7.77 | 6.53 | -7.49% | 1 | 0.04% | 1.91 |
Balanced Portfolio 40/60 |  | -11.0 | 13.04 | 8.36 | 8.36 | 7.83 | -11.71% | 1 | 0.04% | 1.83 |
Balanced Portfolio 50/50 |  | -11.55 | 14.37 | 9.71 | 8.92 | 9.25 | -15.92% | 1 | 0.04% | 1.76 |
Balanced Portfolio 70/30 |  | -12.63 | 17.03 | 12.37 | 9.95 | 12.31 | -24.35% | 2 | 0.03% | 1.61 |
Premium Portfolio |  | -13.17 | 18.37 | 13.69 | 10.42 | 13.89 | -28.56% | 3 | 0.03% | 1.53 |
Premium Portfolio |  | -13.72 | 19.7 | 14.99 | 10.85 | 15.51 | -32.77% | 3 | 0.03% | 1.46 |
Index Fund Advisors, Portfolio 90 |  | -8.61 | 6.95 | 11.24 | 10.13 | 15.32 | -34.47% | 3 | 0.17% | 2.32 |
Index Fund Advisors, Portfolio 70 |  | -7.99 | 6.53 | 9.2 | 8.94 | 11.92 | -25.91% | 2 | 0.14% | 2.18 |
Index Fund Advisors, Portfolio 40 |  | -7.06 | 5.89 | 6.05 | 6.92 | 6.93 | -13.07% | 1 | 0.10% | 1.98 |
Index Fund Advisors, Portfolio 30 |  | -6.75 | 5.68 | 4.98 | 6.18 | 5.36 | -8.79% | 1 | 0.09% | 1.92 |
Index Fund Advisors, Portfolio 20 |  | -6.44 | 5.47 | 3.89 | 5.42 | 3.93 | -4.51% | 1 | 0.08% | 1.85 |
Index Fund Advisors, Portfolio 10 |  | -6.13 | 5.26 | 2.79 | 4.63 | 2.86 | -0.23% | 1 | 0.07% | 1.78 |
Premium Portfolio |  | -14.26 | 21.03 | 16.29 | 11.25 | 17.13 | -37.00% | 3 | 0.03% | 1.38 |
The Jack Bogle Portfolio |  | -12.09 | 15.7 | 11.04 | 9.45 | 10.75 | -20.13% | 2 | 0.03% | 1.68 |
Paul Merriman Best-in-Class ETFs Portfolio (Aggressive) |  | -9.57 | 7.24 | 11.04 | 9.53 | 16.39 | -38.36% | 3 | 0.18% | 2.63 |
Paul Merriman Best-in-Class ETFs Portfolio (Moderate) |  | -7.41 | 6.64 | 7.51 | 8.24 | 9.72 | -19.51% | 2 | 0.13% | 2.07 |
Paul Merriman Best-in-Class ETFs Portfolio (Conservative) |  | -6.34 | 6.36 | 5.67 | 7.39 | 6.76 | -10.09% | 1 | 0.10% | 1.78 |
Premium Portfolio |  | -7.41 | 3.19 | 11.85 | 10.99 | 17.36 | -36.46% | 3 | 0.26% | 2.03 |
Premium Portfolio |  | -7.64 | 3.66 | 11.87 | 10.88 | 17.17 | -36.35% | 3 | 0.24% | 2.07 |
Premium Portfolio |  | -7.76 | 4.55 | 11.24 | 10.41 | 15.65 | -33.39% | 3 | 0.20% | 2.08 |
Paul Merriman Target Date Portfolio (55 year old) |  | -7.52 | 5.61 | 9.63 | 9.47 | 12.48 | -25.97% | 2 | 0.15% | 2.0 |
Paul Merriman Target Date Portfolio (65 year old) |  | -6.56 | 6.03 | 7.06 | 8.14 | 8.24 | -14.21% | 1 | 0.10% | 1.77 |
Ben Stein Portfolio |  | -7.14 | 10.23 | 9.82 | 8.77 | 13.63 | -32.15% | 3 | 0.07% | 2.14 |
Premium Portfolio |  | -14.26 | 21.03 | 16.29 | 11.25 | 17.13 | -37.00% | 3 | 0.03% | 1.38 |
JL Collins, Simple Path To Wealth, Wealth Preservation Portfolio |  | -12.9 | 17.7 | 13.03 | 10.19 | 13.1 | -26.45% | 2 | 0.03% | 1.57 |
Paul Merriman FundAdvice Ultimate Buy and Hold |  | -7.35 | 6.14 | 7.36 | 8.18 | 10.17 | -21.14% | 2 | 0.12% | 2.14 |
Fidelity Freedom Index 2030 (55 year old) |  | -11.29 | 15.08 | 10.88 | 8.87 | 12.6 | -28.19% | 2 | 0.05% | 1.91 |
Fidelity Freedom Index 2040 (45 year old) |  | -12.02 | 16.68 | 12.48 | 9.29 | 15.03 | -34.81% | 3 | 0.06% | 1.9 |
Fidelity Freedom Index 2050 (35 year old) |  | -12.02 | 16.68 | 12.48 | 9.29 | 15.03 | -34.81% | 3 | 0.06% | 1.9 |
Fidelity Freedom Index 2060 (25 year old and younger) |  | -12.02 | 16.68 | 12.48 | 9.29 | 15.03 | -34.81% | 3 | 0.06% | 1.9 |
TD Ameritrade Core Portfolio Conservative |  | -9.72 | 9.83 | 5.59 | 6.91 | 5.57 | -6.02% | 1 | 0.05% | 1.96 |
TD Ameritrade Core Portfolio Moderate |  | -10.32 | 11.29 | 7.11 | 7.48 | 7.43 | -12.77% | 1 | 0.05% | 1.97 |
TD Ameritrade Core Portfolio Moderate Growth |  | -10.72 | 12.26 | 8.11 | 7.82 | 8.87 | -17.28% | 1 | 0.05% | 1.98 |
TD Ameritrade Core Portfolio Growth |  | -11.51 | 14.19 | 10.08 | 8.4 | 11.97 | -26.28% | 2 | 0.05% | 2.0 |
TD Ameritrade Core Portfolio Aggressive |  | -12.15 | 15.73 | 11.61 | 8.8 | 14.39 | -32.96% | 3 | 0.05% | 1.98 |
Morningstar Conservative Retirement Saver Portfolio |  | -9.46 | 11.88 | 8.54 | 8.49 | 9.28 | -18.42% | 2 | 0.05% | 1.74 |
Morningstar Moderate Retirement Saver Portfolio |  | -11.65 | 14.36 | 11.42 | 9.38 | 13.44 | -29.81% | 3 | 0.05% | 1.95 |
Morningstar Aggressive Retirement Saver Portfolio |  | -11.94 | 14.86 | 12.55 | 9.45 | 15.77 | -36.46% | 3 | 0.05% | 2.0 |
Vanguard Target Retirement 2030 (55 year old) |  | -11.54 | 14.01 | 10.09 | 8.36 | 12.02 | -26.38% | 2 | 0.05% | 1.92 |
Vanguard Target Retirement 2040 (45 year old) |  | -12.16 | 15.55 | 11.51 | 8.72 | 14.43 | -33.10% | 3 | 0.05% | 1.98 |
Vanguard Target Retirement 2050 (35 year old) |  | -12.35 | 16.04 | 11.95 | 8.81 | 15.22 | -35.27% | 3 | 0.05% | 2.0 |
Vanguard Target Retirement 2060 (25 year old) |  | -12.35 | 16.03 | 11.95 | 8.8 | 15.24 | -35.33% | 3 | 0.05% | 2.0 |
Merrill Lynch Edge Select Portfolio, Conservative |  | -6.83 | 6.81 | 4.84 | 6.33 | 4.87 | -5.24% | 1 | 0.10% | 1.85 |
Merrill Lynch Edge Select Portfolio, Moderately Conservative |  | -10.35 | 11.68 | 7.33 | 7.97 | 7.68 | -12.84% | 1 | 0.09% | 2.07 |
Merrill Lynch Edge Select Portfolio, Moderately |  | -11.19 | 13.87 | 8.92 | 8.72 | 10.06 | -20.21% | 2 | 0.09% | 2.15 |
Merrill Lynch Edge Select Portfolio, Moderately Aggressive |  | -11.89 | 15.94 | 10.52 | 9.32 | 12.55 | -27.27% | 2 | 0.08% | 2.14 |
Merrill Lynch Edge Select Portfolio, Aggressive |  | -12.4 | 17.49 | 11.85 | 9.76 | 14.85 | -33.52% | 3 | 0.07% | 2.08 |
David Booth (DFA) Fixed Income Portfolio |  | -6.94 | 6.21 | 1.94 | 4.24 | 3.11 | -0.18% | 1 | 0.06% | 1.73 |
David Booth (DFA) Conservative Portfolio |  | -7.25 | 6.22 | 4.15 | 5.74 | 3.89 | -3.04% | 1 | 0.08% | 1.88 |
David Booth (DFA) Moderate Portfolio |  | -7.57 | 6.23 | 6.31 | 7.12 | 6.61 | -12.14% | 1 | 0.10% | 2.04 |
David Booth (DFA) Normal Portfolio |  | -7.88 | 6.24 | 8.42 | 8.39 | 9.78 | -21.24% | 2 | 0.12% | 2.2 |
David Booth (DFA) Aggressive Portfolio |  | -8.2 | 6.25 | 10.49 | 9.53 | 13.06 | -30.35% | 3 | 0.14% | 2.35 |
Premium Portfolio |  | -8.51 | 6.26 | 12.51 | 10.52 | 16.4 | -39.45% | 3 | 0.17% | 2.51 |
Rick Ferri Core 4 fund Portfolio (80/20) |  | -12.26 | 13.93 | 11.33 | 9.12 | 13.01 | -30.27% | 3 | 0.05% | 2.08 |
Rick Ferri Core 4 fund Portfolio (40/60) |  | -10.55 | 10.82 | 7.17 | 7.7 | 7.25 | -12.56% | 1 | 0.05% | 2.11 |
Rick Ferri Core 4 fund Portfolio (20/80) |  | -9.69 | 9.27 | 5.02 | 6.81 | 5.14 | -3.71% | 1 | 0.04% | 2.12 |
Vanguard LifeStrategy Income Fund (20/80) |  | -9.48 | 8.85 | 5.15 | 6.62 | 4.99 | -3.73% | 1 | 0.05% | 1.73 |
Vanguard LifeStrategy Conservative Growth (40/60) |  | -10.3 | 10.91 | 7.16 | 7.41 | 7.43 | -12.81% | 1 | 0.05% | 1.81 |
Vanguard LifeStrategy Moderate Growth (60/40) |  | -11.13 | 12.98 | 9.13 | 8.07 | 10.44 | -21.87% | 2 | 0.05% | 1.89 |
Vanguard LifeStrategy Growth Fund (80/20) |  | -11.94 | 15.02 | 11.03 | 8.6 | 13.6 | -30.80% | 3 | 0.05% | 1.96 |
William Bernstein Sheltered Sam Portfolio |  | -5.17 | 5.9 | 8.14 | 8.39 | 9.48 | -21.03% | 2 | 0.09% | 1.78 |
Tim Maurer Simple Money Portfolio |  | -7.47 | 7.03 | 7.54 | 7.91 | 9.79 | -18.84% | 2 | 0.12% | 2.3 |
T. Rowe Price ActivePlus Portfolio, Model 10 |  | -8.18 | 7.49 | 4.22 | 6.24 | 4.43 | -6.32% | 1 | 0.04% | 1.63 |
T. Rowe Price ActivePlus Portfolio, Model 20 |  | -9.4 | 8.76 | 5.61 | 7.01 | 5.56 | -9.72% | 1 | 0.04% | 1.68 |
T. Rowe Price ActivePlus Portfolio, Model 30 |  | -9.62 | 10.14 | 6.62 | 7.38 | 6.51 | -13.52% | 1 | 0.04% | 1.63 |
T. Rowe Price ActivePlus Portfolio, Model 40 |  | -10.05 | 11.21 | 7.67 | 7.81 | 7.62 | -17.97% | 1 | 0.04% | 1.67 |
T. Rowe Price ActivePlus Portfolio, Model 50 |  | -10.53 | 12.55 | 8.66 | 8.44 | 9.1 | -22.11% | 2 | 0.04% | 1.75 |
T. Rowe Price ActivePlus Portfolio, Model 60 |  | -11.04 | 13.73 | 9.73 | 8.88 | 10.51 | -26.22% | 2 | 0.04% | 1.83 |
T. Rowe Price ActivePlus Portfolio, Model 70 |  | -11.48 | 14.87 | 10.78 | 9.27 | 11.94 | -30.16% | 2 | 0.04% | 1.89 |
T. Rowe Price ActivePlus Portfolio, Model 80 |  | -11.78 | 15.99 | 11.77 | 9.58 | 13.29 | -34.21% | 3 | 0.04% | 1.93 |
T. Rowe Price ActivePlus Portfolio, Model 90 |  | -11.96 | 17.02 | 12.66 | 9.85 | 14.65 | -39.00% | 3 | 0.04% | 1.9 |
T. Rowe Price ActivePlus Portfolio, Model 100 |  | -12.04 | 18.06 | 13.65 | 10.08 | 16.27 | -39.12% | 3 | 0.05% | 1.88 |
Schwab Target Date Index Fund 2030 |  | -10.64 | 11.81 | 10.0 | 8.7 | 11.11 | -24.29% | 2 | 0.05% | 2.08 |
Schwab Target Date Index Fund 2040 |  | -11.29 | 12.83 | 11.45 | 9.26 | 13.49 | -31.01% | 3 | 0.05% | 2.11 |
Schwab Target Date Index Fund 2050 |  | -11.67 | 13.42 | 12.26 | 9.55 | 14.96 | -35.06% | 3 | 0.05% | 2.13 |
Schwab Target Date Index Fund 2060 |  | -11.85 | 13.69 | 12.66 | 9.68 | 15.71 | -37.12% | 3 | 0.05% | 2.14 |
Schwab Managed Portfolio, Conservative Income |  | -5.13 | 4.39 | 2.95 | 5.54 | 4.07 | -1.95% | 1 | 0.10% | 1.71 |
Schwab Managed Portfolio, Income With Growth |  | -6.43 | 6.14 | 4.95 | 6.39 | 5.15 | -8.25% | 1 | 0.09% | 1.86 |
Schwab Managed Portfolio, Balanced |  | -6.26 | 7.41 | 6.37 | 7.27 | 7.83 | -17.18% | 1 | 0.11% | 2.03 |
Schwab Managed Portfolio, Balanced With Growth |  | -7.17 | 9.04 | 8.15 | 8.09 | 10.53 | -25.01% | 2 | 0.11% | 2.12 |
Schwab Managed Portfolio, Growth |  | -7.77 | 10.22 | 9.66 | 8.58 | 13.2 | -32.39% | 3 | 0.11% | 2.15 |
Schwab Managed Portfolio, Aggressive Growth |  | -9.22 | 11.39 | 11.08 | 8.98 | 15.58 | -38.07% | 3 | 0.09% | 2.19 |
Time.Inc Money Portfolio 1, Simple and Cheap |  | -11.27 | 10.84 | 9.02 | 8.32 | 9.81 | -21.51% | 2 | 0.06% | 2.05 |
Time.Inc Money Portfolio 2, Tilt Toward Value |  | -10.39 | 9.49 | 9.19 | 8.57 | 9.67 | -20.85% | 2 | 0.06% | 2.03 |
Gibson Four Asset Classes |  | 3.06 | -0.13 | 7.84 | 7.9 | 14.04 | -40.41% | 3 | 0.27% | 2.62 |
Alpha Architect Robust |  | -6.33 | 9.3 | 10.05 | 10.16 | 11.71 | -29.32% | 3 | 0.24% | 2.14 |
Meb Faber GTAA Conservative |  | -4.63 | 6.57 | 6.55 | 8.6 | 9.49 | -21.62% | 2 | 0.22% | 2.14 |
Meb Faber GTAA Moderate |  | -2.09 | 5.3 | 7.32 | 9.03 | 12.27 | -31.93% | 3 | 0.25% | 2.29 |
Meb Faber GAA |  | -9.52 | 11.32 | 7.27 | 8.09 | 8.15 | -15.76% | 1 | 0.14% | 1.93 |
All Seasons Portfolio |  | -10.1 | 14.38 | 6.44 | 8.33 | 7.18 | -4.03% | 1 | 0.16% | 1.73 |
TrevH from Boglheads Portfolio |  | -8.52 | 7.49 | 11.1 | 8.73 | 16.86 | -40.81% | 3 | 0.17% | 2.71 |
Morningstar Lifetime Allocation Index Aggressive, 2060 |  | -9.6 | 11.8 | 11.36 | 9.66 | 16.42 | -39.62% | 3 | 0.11% | 2.28 |
Morningstar Lifetime Allocation Index Aggressive, 2050 |  | -9.67 | 11.99 | 11.62 | 9.73 | 16.29 | -39.37% | 3 | 0.10% | 2.25 |
Morningstar Lifetime Allocation Index Aggressive, 2040 |  | -9.7 | 12.11 | 11.79 | 9.78 | 16.02 | -38.72% | 3 | 0.10% | 2.21 |
Morningstar Lifetime Allocation Index Aggressive, 2030 |  | -9.39 | 11.56 | 11.02 | 9.56 | 14.24 | -33.93% | 3 | 0.10% | 2.14 |
Morningstar Lifetime Allocation Index Aggressive, Income |  | -6.93 | 8.89 | 7.57 | 8.23 | 8.61 | -18.40% | 2 | 0.09% | 1.7 |
Morningstar Lifetime Allocation Index Moderate, 2060 |  | -9.54 | 11.59 | 11.09 | 9.61 | 15.75 | -37.83% | 3 | 0.10% | 2.27 |
Morningstar Lifetime Allocation Index Moderate, 2050 |  | -9.6 | 11.74 | 11.28 | 9.65 | 15.55 | -37.36% | 3 | 0.10% | 2.24 |
Morningstar Lifetime Allocation Index Moderate, 2040 |  | -9.49 | 11.55 | 11.01 | 9.57 | 14.59 | -34.80% | 3 | 0.10% | 2.19 |
Morningstar Lifetime Allocation Index Moderate, 2030 |  | -8.82 | 10.39 | 9.39 | 9.01 | 11.61 | -26.61% | 2 | 0.10% | 2.09 |
Morningstar Lifetime Allocation Index Moderate, Income |  | -6.19 | 7.94 | 6.28 | 7.66 | 7.13 | -13.65% | 1 | 0.09% | 1.61 |
Morningstar Lifetime Allocation Index Conservative, 2060 |  | -9.89 | 11.41 | 10.61 | 9.49 | 14.58 | -34.26% | 3 | 0.10% | 2.27 |
Morningstar Lifetime Allocation Index Conservative, 2050 |  | -9.82 | 11.37 | 10.53 | 9.45 | 14.01 | -32.78% | 3 | 0.10% | 2.24 |
Morningstar Lifetime Allocation Index Conservative, 2040 |  | -9.36 | 10.54 | 9.37 | 9.03 | 11.73 | -26.55% | 2 | 0.09% | 2.18 |
Morningstar Lifetime Allocation Index Conservative, 2030 |  | -8.34 | 9.09 | 7.36 | 8.21 | 8.57 | -17.47% | 1 | 0.09% | 2.04 |
Morningstar Lifetime Allocation Index Conservative, Income |  | -5.4 | 6.97 | 4.85 | 7.0 | 5.83 | -8.44% | 1 | 0.08% | 1.5 |
Burton Malkiel Portfolio, Mid-Twenties |  | -11.85 | 12.98 | 10.92 | 9.84 | 14.95 | -34.90% | 3 | 0.07% | 2.21 |
Burton Malkiel Portfolio, Late Thirties to Early Forties |  | -11.73 | 12.76 | 10.86 | 9.87 | 14.39 | -33.61% | 3 | 0.07% | 2.19 |
Burton Malkiel Portfolio, Mid-Fifties |  | -11.58 | 11.7 | 10.53 | 9.82 | 13.26 | -31.08% | 3 | 0.08% | 2.18 |
Burton Malkiel Portfolio, Late Sixties and Beyond |  | -10.82 | 9.98 | 9.84 | 9.49 | 11.37 | -26.51% | 2 | 0.08% | 2.12 |
Dimensional 2030 Target Date Retirement Income Fund |  | -7.76 | 11.54 | 8.48 | 8.32 | 10.18 | -22.61% | 2 | 0.05% | 1.4 |
Dimensional 2040 Target Date Retirement Income Fund |  | -11.47 | 14.72 | 11.3 | 9.06 | 14.21 | -32.21% | 3 | 0.05% | 2.03 |
Dimensional 2050 Target Date Retirement Income Fund |  | -12.21 | 16.05 | 12.64 | 9.55 | 16.26 | -37.66% | 3 | 0.05% | 2.04 |
Dimensional 2060 Target Date Retirement Income Fund |  | -12.21 | 16.05 | 12.64 | 9.55 | 16.26 | -37.66% | 3 | 0.05% | 2.04 |
Dimensional Retirement Income Fund |  | -3.71 | 7.25 | 4.44 | 6.57 | 5.48 | -7.73% | 1 | 0.05% | 0.96 |
Premium Portfolio |  | -3.62 | 2.53 | 13.49 | 10.91 | 16.25 | -36.25% | 3 | 0.10% | 2.07 |
Premium Portfolio |  | -7.87 | 8.7 | 14.47 | 11.14 | 16.33 | -35.26% | 3 | 0.08% | 1.76 |
Paul Merriman 5-Fund-Value-Portfolio |  | -5.47 | 0.12 | 11.3 | 9.92 | 17.11 | -39.50% | 3 | 0.28% | 2.94 |
7-Twelve Portfolio Age Based 50-60 by Craig Israelsen |  | -3.31 | 6.64 | 5.68 | 7.15 | 8.07 | -18.09% | 2 | 0.15% | 1.58 |
7-Twelve Portfolio Age Based 60-70 by Craig Israelsen |  | -2.47 | 5.08 | 4.42 | 6.12 | 6.17 | -13.04% | 1 | 0.15% | 1.53 |
7-Twelve Portfolio Age Based 70 Plus by Craig Israelsen |  | -1.63 | 3.53 | 3.15 | 5.04 | 4.38 | -8.00% | 1 | 0.15% | 1.48 |
Dan Solin SuperSmart Portfolio, Low Risk |  | -3.64 | 3.5 | 3.29 | 5.57 | 4.09 | -2.62% | 1 | 0.07% | 1.7 |
Dan Solin SuperSmart Portfolio, Medium-Low Risk |  | -4.82 | 3.96 | 5.51 | 7.01 | 6.71 | -11.84% | 1 | 0.10% | 1.9 |
Dan Solin SuperSmart Portfolio, Medium |  | -6.01 | 4.41 | 7.68 | 8.33 | 9.86 | -21.07% | 2 | 0.12% | 2.11 |
Dan Solin SuperSmart Portfolio, Medium-High Risk |  | -7.19 | 4.87 | 9.79 | 9.51 | 13.17 | -30.29% | 3 | 0.14% | 2.32 |
Premium Portfolio |  | -8.38 | 5.33 | 11.85 | 10.55 | 16.53 | -39.51% | 3 | 0.17% | 2.53 |
Dan Solin The Smartest ETF Portfolio, Low Risk |  | -4.5 | 5.75 | 3.34 | 5.13 | 3.93 | -3.19% | 1 | 0.06% | 1.65 |
Dan Solin The Smartest ETF Portfolio, Medium-Low Risk |  | -6.55 | 8.47 | 5.6 | 6.09 | 6.77 | -12.98% | 1 | 0.06% | 1.8 |
Dan Solin The Smartest ETF Portfolio, Medium Risk |  | -8.6 | 11.18 | 7.82 | 6.92 | 10.18 | -22.77% | 2 | 0.07% | 1.96 |
Dan Solin The Smartest ETF Portfolio, Medium-High Risk |  | -10.65 | 13.9 | 10.0 | 7.6 | 13.73 | -32.56% | 3 | 0.07% | 2.11 |
Dan Solin The Smartest ETF Portfolio, High Risk |  | -12.7 | 16.61 | 12.13 | 8.1 | 17.35 | -42.34% | 3 | 0.08% | 2.27 |
Dan Solin The Smartest Index Portfolio, Low Risk |  | -9.69 | 9.78 | 5.11 | 6.81 | 5.22 | -3.71% | 1 | 0.04% | 2.08 |
Dan Solin The Smartest Index Portfolio, Medium-Low Risk |  | -10.55 | 11.85 | 7.33 | 7.7 | 7.5 | -12.56% | 1 | 0.04% | 2.03 |
Dan Solin The Smartest Index Portfolio, Medium Risk |  | -11.41 | 13.92 | 9.51 | 8.46 | 10.41 | -21.41% | 2 | 0.04% | 1.98 |
Dan Solin The Smartest Index Portfolio, Medium-High Risk |  | -12.27 | 15.99 | 11.65 | 9.08 | 13.56 | -30.27% | 3 | 0.04% | 1.93 |
Dan Solin The Smartest Index Portfolio, High Risk |  | -13.14 | 18.06 | 13.74 | 9.57 | 16.8 | -39.12% | 3 | 0.05% | 1.88 |
TIAA-CREF Lifecycle 2030 |  | -11.7 | 14.81 | 10.51 | 9.1 | 12.02 | -25.50% | 2 | 0.04% | 1.91 |
TIAA-CREF Lifecycle 2040 |  | -12.61 | 16.57 | 12.25 | 9.66 | 14.63 | -32.56% | 3 | 0.04% | 1.91 |
TIAA-CREF Lifecycle 2050 |  | -12.91 | 17.27 | 12.97 | 9.86 | 15.73 | -35.52% | 3 | 0.04% | 1.89 |
TIAA-CREF Lifecycle 2060 |  | -13.02 | 17.52 | 13.21 | 9.93 | 16.13 | -36.60% | 3 | 0.04% | 1.88 |
TIAA-CREF Lifecycle Index Retirement Income |  | -9.08 | 11.14 | 7.15 | 7.76 | 7.6 | -13.27% | 1 | 0.04% | 1.75 |
William Bernstein Taxable Ted 100% Stocks |  | -12.8 | 12.44 | 13.4 | 9.91 | 15.82 | -37.86% | 3 | 0.06% | 2.07 |
William Bernstein Taxable Ted 90/10 |  | -12.15 | 11.78 | 12.39 | 9.58 | 14.3 | -33.83% | 3 | 0.06% | 2.02 |
William Bernstein Taxable Ted 80/20 |  | -11.49 | 11.11 | 11.37 | 9.21 | 12.78 | -29.79% | 3 | 0.06% | 1.98 |
William Bernstein Taxable Ted 70/30 |  | -10.84 | 10.45 | 10.34 | 8.82 | 11.29 | -25.76% | 2 | 0.06% | 1.94 |
William Bernstein Taxable Ted 60/40 |  | -10.18 | 9.79 | 9.3 | 8.39 | 9.82 | -21.73% | 2 | 0.06% | 1.9 |
William Bernstein Taxable Ted 50/50 |  | -9.53 | 9.12 | 8.25 | 7.94 | 8.4 | -17.70% | 2 | 0.06% | 1.86 |
William Bernstein Taxable Ted 40/60 |  | -8.87 | 8.46 | 7.19 | 7.46 | 7.04 | -13.66% | 1 | 0.06% | 1.82 |
William Bernstein Taxable Ted 30/70 |  | -8.22 | 7.8 | 6.11 | 6.96 | 5.8 | -9.63% | 1 | 0.06% | 1.78 |
William Bernstein Taxable Ted 20/80 |  | -7.56 | 7.13 | 5.03 | 6.43 | 4.76 | -5.60% | 1 | 0.06% | 1.74 |
William Bernstein Taxable Ted 10/90 |  | -6.91 | 6.47 | 3.93 | 5.87 | 4.1 | -1.85% | 1 | 0.06% | 1.69 |
William Bernstein Taxable Ted 100% Bonds |  | -6.25 | 5.8 | 2.82 | 5.29 | 3.99 | -2.30% | 1 | 0.06% | 1.65 |
William Bernstein Sheltered Sam 100% Stocks |  | -7.66 | 7.29 | 12.3 | 10.21 | 15.32 | -36.95% | 3 | 0.11% | 2.36 |
William Bernstein Sheltered Sam 90/10 |  | -7.15 | 7.07 | 11.36 | 9.83 | 13.97 | -33.64% | 3 | 0.11% | 2.25 |
William Bernstein Sheltered Sam 80/20 |  | -6.63 | 6.84 | 10.41 | 9.43 | 12.62 | -30.34% | 3 | 0.10% | 2.14 |
William Bernstein Sheltered Sam 70/30 |  | -6.12 | 6.62 | 9.45 | 9.01 | 11.31 | -27.03% | 2 | 0.09% | 2.02 |
William Bernstein Sheltered Sam 60/40 |  | -5.61 | 6.4 | 8.48 | 8.56 | 10.02 | -23.73% | 2 | 0.09% | 1.91 |
William Bernstein Sheltered Sam 50/50 |  | -5.1 | 6.17 | 7.5 | 8.09 | 8.78 | -20.42% | 2 | 0.08% | 1.8 |
William Bernstein Sheltered Sam 40/60 |  | -4.58 | 5.95 | 6.51 | 7.6 | 7.61 | -17.12% | 1 | 0.08% | 1.69 |
William Bernstein Sheltered Sam 30/70 |  | -4.07 | 5.73 | 5.52 | 7.08 | 6.54 | -13.81% | 1 | 0.07% | 1.58 |
William Bernstein Sheltered Sam 20/80 |  | -3.56 | 5.5 | 4.51 | 6.55 | 5.64 | -10.51% | 1 | 0.06% | 1.46 |
William Bernstein Sheltered Sam 10/90 |  | -3.04 | 5.28 | 3.49 | 5.99 | 5.0 | -7.20% | 1 | 0.06% | 1.35 |
William Bernstein Sheltered Sam 100% Bonds |  | -2.53 | 5.06 | 2.46 | 5.41 | 4.72 | -3.90% | 1 | 0.05% | 1.24 |
William Bernstein Young Yvonne Portfolio |  | -8.13 | 7.46 | 8.65 | 8.77 | 9.64 | -20.11% | 2 | 0.08% | 2.27 |
William Bernstein Charlie Cringe Portfolio |  | -7.99 | 9.62 | 7.83 | 7.49 | 7.99 | -15.62% | 1 | 0.05% | 1.69 |
William Bernstein Wendy Wonk Portfolio |  | -7.15 | 6.7 | 8.44 | 8.39 | 11.98 | -27.41% | 2 | 0.11% | 2.33 |
William Bernstein Between Charlie and Wendy Portfolio |  | -7.05 | 7.72 | 8.83 | 8.14 | 9.28 | -19.38% | 2 | 0.06% | 1.82 |
Goldman Sachs Target Date 2055 Portfolio |  | -4.98 | 2.64 | 11.3 | 9.58 | 15.55 | -37.34% | 3 | 0.17% | 3.1 |
Goldman Sachs Target Date 2045 Portfolio |  | -4.92 | 2.57 | 11.25 | 9.56 | 15.51 | -37.21% | 3 | 0.17% | 3.1 |
Goldman Sachs Target Date 2035 Portfolio |  | -6.11 | 3.9 | 9.2 | 8.94 | 11.8 | -27.51% | 2 | 0.15% | 2.9 |
Goldman Sachs Target Date 2025 Portfolio |  | -7.38 | 5.34 | 7.94 | 8.51 | 9.44 | -20.51% | 2 | 0.13% | 2.72 |
Robo Advisor Betterment 90 |  | -10.09 | 11.65 | 11.15 | 9.58 | 15.66 | -36.12% | 3 | 0.08% | 2.23 |
Robo Advisor Betterment 70 |  | -9.78 | 10.38 | 9.46 | 9.07 | 12.76 | -28.06% | 2 | 0.08% | 2.11 |
Robo Advisor Betterment 50 |  | -9.51 | 9.05 | 7.78 | 8.49 | 10.06 | -20.24% | 2 | 0.09% | 2.03 |
Robo Advisor Betterment 30 |  | -7.42 | 7.03 | 5.44 | 7.11 | 6.67 | -10.91% | 1 | 0.08% | 1.88 |
Robo Advisor Betterment 20 |  | -5.89 | 5.84 | 4.07 | 6.18 | 4.94 | -5.81% | 1 | 0.07% | 1.79 |
Robo Advisor Betterment 10 |  | -4.35 | 4.68 | 2.69 | 5.21 | 3.66 | -0.72% | 1 | 0.06% | 1.69 |
Robo Advisor Betterment 0 |  | -2.81 | 3.46 | 1.31 | 4.21 | 3.37 | 0.00% | 1 | 0.05% | 1.6 |
Rick Ferri Total Economy Core-4 Portfolio Low-Risk |  | -9.35 | 8.51 | 4.84 | 6.74 | 5.02 | -3.83% | 1 | 0.05% | 2.15 |
Rick Ferri Total Economy Core-4 Portfolio Conservative |  | -9.88 | 9.31 | 6.81 | 7.55 | 7.08 | -12.81% | 1 | 0.06% | 2.17 |
Rick Ferri Total Economy Core-4 Portfolio Moderate |  | -10.4 | 10.11 | 8.72 | 8.24 | 9.81 | -21.79% | 2 | 0.07% | 2.19 |
Rick Ferri Total Economy Core-4 Portfolio Agressive |  | -10.92 | 10.92 | 10.6 | 8.82 | 12.8 | -30.77% | 3 | 0.09% | 2.22 |
Rick Ferri Global Markets Core-4 Low-Risk |  | -9.59 | 9.08 | 5.34 | 6.74 | 5.04 | -3.44% | 1 | 0.05% | 1.76 |
Rick Ferri Global Markets Core-4 Conservative |  | -10.49 | 11.22 | 7.58 | 7.63 | 7.4 | -12.15% | 1 | 0.04% | 1.78 |
Rick Ferri Global Markets Core-4 Moderate |  | -11.39 | 13.36 | 9.76 | 8.4 | 10.32 | -20.86% | 2 | 0.04% | 1.81 |
Rick Ferri Global Markets Core-4 Aggressive |  | -12.3 | 15.5 | 11.9 | 9.04 | 13.45 | -29.56% | 3 | 0.04% | 1.83 |
Rick Ferri Inflation Fighter Core-4 Portfolio Low-Risk |  | -7.71 | 9.26 | 5.42 | 7.14 | 6.76 | -12.27% | 1 | 0.09% | 1.58 |
Rick Ferri Inflation Fighter Core-4 Portfolio Conservative |  | -9.0 | 10.57 | 7.16 | 7.65 | 8.47 | -19.65% | 2 | 0.09% | 1.78 |
Rick Ferri Inflation Fighter Core-4 Portfolio Moderate |  | -10.28 | 11.87 | 8.86 | 8.06 | 10.89 | -27.04% | 2 | 0.09% | 1.98 |
Rick Ferri Inflation Fighter Core-4 Portfolio Aggressive |  | -11.56 | 13.18 | 10.53 | 8.34 | 13.64 | -34.42% | 3 | 0.09% | 2.18 |
Rick Ferri Income Seeker Core-4 Portfolio Low-Risk |  | -10.02 | 8.15 | 6.58 | 7.51 | 7.95 | -16.15% | 1 | 0.21% | 3.27 |
Rick Ferri Income Seeker Core-4 Portfolio Conservative |  | -7.68 | 6.09 | 7.72 | 7.96 | 9.16 | -21.07% | 2 | 0.20% | 3.37 |
Rick Ferri Income Seeker Core-4 Portfolio Moderate |  | -5.34 | 4.03 | 8.8 | 8.35 | 10.82 | -26.00% | 2 | 0.18% | 3.47 |
Rick Ferri Income Seeker Core-4 Portfolio Aggressive |  | -3.0 | 1.97 | 9.84 | 8.66 | 12.77 | -30.92% | 3 | 0.17% | 3.57 |
Rick Ferri Socially Conscious ESG Core-4 Portfolio Low-Risk |  | -10.57 | 11.0 | 5.68 | 7.25 | 5.92 | -4.58% | 1 | 0.08% | 2.07 |
Rick Ferri Socially Conscious ESG Core-4 Portfolio Conservative |  | -11.23 | 12.66 | 7.83 | 8.01 | 7.85 | -13.01% | 1 | 0.07% | 2.02 |
Rick Ferri Socially Conscious ESG Core-4 Portfolio Moderate |  | -11.88 | 14.32 | 9.93 | 8.65 | 10.53 | -21.43% | 2 | 0.06% | 1.96 |
Rick Ferri Socially Conscious ESG Core-4 Portfolio Aggressive |  | -12.26 | 13.45 | 10.5 | 8.35 | 13.38 | -32.68% | 3 | 0.09% | 2.33 |
3 Fund Portfolio 80/20 |  | -12.32 | 15.66 | 11.85 | 9.06 | 13.44 | -29.59% | 3 | 0.04% | 1.91 |
3 Fund Portfolio 60/40 |  | -11.45 | 13.67 | 9.67 | 8.43 | 10.32 | -20.90% | 2 | 0.04% | 1.97 |
3 Fund Portfolio 40/60 |  | -10.58 | 11.68 | 7.44 | 7.68 | 7.43 | -12.22% | 1 | 0.04% | 2.02 |
3 Fund Portfolio 20/80 |  | -9.7 | 9.7 | 5.16 | 6.81 | 5.19 | -3.54% | 1 | 0.04% | 2.08 |
3 Fund Portfolio Equal Weight |  | -11.3 | 12.91 | 9.45 | 7.91 | 11.37 | -24.50% | 2 | 0.04% | 2.16 |
Meb Faber IVY 20 portfolio |  | -1.53 | 6.88 | 7.35 | 8.6 | 13.89 | -35.66% | 3 | 0.29% | 2.21 |
Paul Merriman Ultimate Buy & Hold Strategy 2010 |  | -10.01 | 8.06 | 8.03 | 8.49 | 10.84 | -23.15% | 2 | 0.17% | 2.49 |
FPL Capital Management Portfolio 10 |  | -8.71 | 7.25 | 3.88 | 6.44 | 4.62 | -2.08% | 1 | 0.05% | 2.22 |
FPL Capital Management Portfolio 20 |  | -8.58 | 6.84 | 4.92 | 7.04 | 5.12 | -3.76% | 1 | 0.07% | 2.26 |
FPL Capital Management Portfolio 30 |  | -8.46 | 6.41 | 5.95 | 7.61 | 6.06 | -8.21% | 1 | 0.09% | 2.33 |
FPL Capital Management Portfolio 40 |  | -8.33 | 5.97 | 6.96 | 8.15 | 7.26 | -12.67% | 1 | 0.10% | 2.4 |
FPL Capital Management Portfolio 50 |  | -8.21 | 5.54 | 7.96 | 8.66 | 8.62 | -17.12% | 1 | 0.12% | 2.47 |
FPL Capital Management Portfolio 60 |  | -8.09 | 5.1 | 8.95 | 9.15 | 10.06 | -21.58% | 2 | 0.13% | 2.53 |
FPL Capital Management Portfolio 70 |  | -7.96 | 4.67 | 9.93 | 9.6 | 11.56 | -26.03% | 2 | 0.15% | 2.6 |
FPL Capital Management Portfolio 80 |  | -7.84 | 4.23 | 10.89 | 10.02 | 13.1 | -30.48% | 3 | 0.16% | 2.67 |
Premium Portfolio |  | -7.72 | 3.8 | 11.85 | 10.41 | 14.67 | -34.94% | 3 | 0.18% | 2.74 |
Premium Portfolio |  | -7.59 | 3.36 | 12.79 | 10.77 | 16.25 | -39.39% | 3 | 0.19% | 2.8 |
Fundamentum Enhanced Index Focus Moderate |  | -11.27 | 14.69 | 10.35 | 8.96 | 10.67 | -21.57% | 2 | 0.04% | 1.72 |
Fundamentum Enhanced Index Focus Growth |  | -11.39 | 14.75 | 10.63 | 8.06 | 14.36 | -34.75% | 3 | 0.08% | 2.1 |
Assetbuilder.com Portfolio 5 |  | -7.89 | 6.35 | 4.13 | 6.27 | 4.27 | -1.95% | 1 | 0.11% | 1.81 |
Assetbuilder.com Portfolio 6 |  | -8.1 | 6.18 | 5.24 | 7.11 | 5.64 | -6.66% | 1 | 0.13% | 1.87 |
Assetbuilder.com Portfolio 7 |  | -8.8 | 7.01 | 6.39 | 7.87 | 7.25 | -11.78% | 1 | 0.15% | 1.94 |
Assetbuilder.com Portfolio 8 |  | -9.33 | 7.2 | 7.41 | 8.38 | 9.14 | -17.59% | 2 | 0.17% | 2.03 |
Assetbuilder.com Portfolio 9 |  | -9.75 | 7.25 | 8.37 | 9.01 | 11.11 | -22.64% | 2 | 0.20% | 2.1 |
Assetbuilder.com Portfolio 10 |  | -9.89 | 6.87 | 9.43 | 9.69 | 13.07 | -28.00% | 2 | 0.22% | 2.19 |
Assetbuilder.com Portfolio 12 | Coming soon | -10.4 | 7.11 | 10.41 | 10.29 | 15.13 | -32.87% | 3 | 0.25% | 2.26 |
Premium Portfolio |  | -11.07 | 7.48 | 11.45 | 10.93 | 17.33 | -37.91% | 3 | 0.27% | 2.33 |
Alexander Green Gone Fishing Portfolio |  | -9.66 | 11.56 | 8.75 | 8.86 | 13.06 | -28.87% | 3 | 0.14% | 2.15 |
Robo Advisor Wealthsimple Portfolio Conservative |  | -9.96 | 10.49 | 5.7 | 7.47 | 6.25 | -5.52% | 1 | 0.07% | 1.99 |
Robo Advisor Wealthsimple Portfolio Balanced |  | -11.75 | 12.36 | 9.37 | 9.02 | 11.42 | -24.89% | 2 | 0.08% | 2.36 |
Robo Advisor Wealthsimple Portfolio Growth |  | -12.68 | 14.51 | 11.67 | 9.64 | 15.72 | -36.27% | 3 | 0.06% | 2.23 |
Robo Advisor WiseBanyan 90% stocks |  | -12.34 | 15.8 | 12.12 | 9.29 | 15.5 | -35.78% | 3 | 0.05% | 2.04 |
Robo Advisor WiseBanyan 80% stocks |  | -11.77 | 14.62 | 11.23 | 9.11 | 13.96 | -32.10% | 3 | 0.06% | 2.05 |
Robo Advisor WiseBanyan 70% stocks |  | -11.17 | 13.43 | 10.28 | 8.87 | 12.38 | -28.22% | 2 | 0.07% | 2.05 |
Robo Advisor WiseBanyan 60% stocks |  | -10.58 | 12.27 | 9.36 | 8.62 | 10.93 | -24.59% | 2 | 0.08% | 2.06 |
Robo Advisor WiseBanyan 50% stocks |  | -9.95 | 11.12 | 8.36 | 8.3 | 9.5 | -20.70% | 2 | 0.09% | 2.07 |
Robo Advisor WiseBanyan 40% stocks |  | -9.36 | 10.26 | 7.37 | 7.96 | 8.2 | -16.69% | 1 | 0.10% | 2.04 |
Robo Advisor WiseBanyan 30% stocks |  | -8.74 | 9.48 | 6.37 | 7.56 | 7.01 | -12.64% | 1 | 0.09% | 1.96 |
Robo Advisor WiseBanyan 20% stocks |  | -7.93 | 8.45 | 5.23 | 7.03 | 5.89 | -8.49% | 1 | 0.08% | 1.88 |
Robo Advisor WiseBanyan 13% stocks |  | -6.59 | 7.01 | 4.01 | 6.27 | 4.79 | -4.45% | 1 | 0.07% | 1.79 |
PWL Capital Toronto (CA) 100% Stocks |  | -8.86 | 12.44 | 11.13 | 9.2 | 16.29 | -38.15% | 3 | 0.05% | 2.41 |
PWL Capital Toronto (CA) 90% Stocks |  | -8.97 | 11.97 | 10.33 | 9.06 | 14.72 | -33.63% | 3 | 0.06% | 2.45 |
PWL Capital Toronto (CA) 80% Stocks |  | -9.12 | 11.61 | 9.6 | 8.94 | 13.17 | -29.07% | 3 | 0.06% | 2.47 |
PWL Capital Toronto (CA) 70% Stocks |  | -9.36 | 11.3 | 8.85 | 8.76 | 11.68 | -24.59% | 2 | 0.06% | 2.48 |
PWL Capital Toronto (CA) 60% Stocks |  | -9.47 | 10.82 | 8.01 | 8.52 | 10.22 | -20.07% | 2 | 0.07% | 2.52 |
PWL Capital Toronto (CA) 50% Stocks |  | -9.62 | 10.46 | 7.24 | 8.3 | 8.85 | -15.51% | 1 | 0.07% | 2.54 |
PWL Capital Toronto (CA) 40% Stocks |  | -9.86 | 10.15 | 6.45 | 8.02 | 7.61 | -11.03% | 1 | 0.07% | 2.55 |
PWL Capital Toronto (CA) 30% Stocks |  | -9.98 | 9.73 | 5.55 | 7.76 | 6.66 | -6.62% | 1 | 0.08% | 2.59 |
PWL Capital Toronto (CA) 20% Stocks |  | -10.13 | 9.37 | 4.74 | 7.45 | 5.91 | -3.44% | 1 | 0.08% | 2.61 |
PWL Capital Toronto (US) 100% Stocks |  | -13.16 | 17.79 | 13.53 | 9.95 | 17.15 | -39.44% | 3 | 0.04% | 1.92 |
PWL Capital Toronto (US) 90% Stocks |  | -12.72 | 16.75 | 12.49 | 9.67 | 15.48 | -34.98% | 3 | 0.04% | 1.95 |
PWL Capital Toronto (US) 80% Stocks |  | -12.31 | 15.81 | 11.51 | 9.41 | 13.83 | -30.48% | 3 | 0.04% | 1.96 |
PWL Capital Toronto (US) 70% Stocks |  | -11.86 | 14.76 | 10.45 | 9.05 | 12.2 | -26.02% | 2 | 0.04% | 1.98 |
PWL Capital Toronto (US) 60% Stocks |  | -11.42 | 13.72 | 9.38 | 8.66 | 10.61 | -21.56% | 2 | 0.04% | 2.01 |
PWL Capital Toronto (US) 50% Stocks |  | -11.01 | 12.78 | 8.37 | 8.29 | 9.07 | -17.06% | 1 | 0.04% | 2.02 |
PWL Capital Toronto (US) 40% Stocks |  | -10.57 | 11.73 | 7.28 | 7.83 | 7.61 | -12.61% | 1 | 0.04% | 2.04 |
PWL Capital Toronto (US) 30% Stocks |  | -10.13 | 10.74 | 6.14 | 7.41 | 6.38 | -8.27% | 1 | 0.04% | 2.07 |
PWL Capital Toronto (US) 20% Stocks |  | -9.72 | 9.81 | 5.1 | 6.94 | 5.34 | -3.77% | 1 | 0.04% | 2.08 |
PWL Capital Layton-Guay Portfolios (CA) 30/70 Conservative |  | -10.25 | 8.78 | 5.94 | 7.24 | 6.59 | -10.38% | 1 | 0.08% | 2.56 |
PWL Capital Layton-Guay Portfolios (CA) 40/60 Cautious |  | -10.28 | 9.35 | 6.83 | 7.61 | 7.89 | -14.78% | 1 | 0.07% | 2.55 |
PWL Capital Layton-Guay Portfolios (CA) 50/50 Balanced |  | -10.31 | 9.92 | 7.71 | 7.95 | 9.31 | -19.19% | 2 | 0.07% | 2.53 |
PWL Capital Layton-Guay Portfolios (CA) 60/40 Assertive |  | -10.34 | 10.49 | 8.57 | 8.26 | 10.8 | -23.60% | 2 | 0.06% | 2.52 |
PWL Capital Layton-Guay Portfolios (CA) 70/30 Aggressive |  | -10.37 | 11.06 | 9.42 | 8.54 | 12.33 | -28.00% | 2 | 0.06% | 2.51 |
PWL Capital Layton-Guay Portfolios (US) 30/70 Conservative |  | -10.23 | 9.33 | 6.28 | 6.97 | 6.42 | -11.48% | 1 | 0.05% | 2.21 |
PWL Capital Layton-Guay Portfolios (US) 40/60 Cautious |  | -10.64 | 10.29 | 7.33 | 7.45 | 7.88 | -15.83% | 1 | 0.05% | 2.21 |
PWL Capital Layton-Guay Portfolios (US) 50/50 Balanced |  | -11.05 | 11.25 | 8.36 | 7.9 | 9.42 | -20.18% | 2 | 0.05% | 2.21 |
PWL Capital Layton-Guay Portfolios (US) 60/40 Assertive |  | -11.47 | 12.21 | 9.38 | 8.32 | 11.02 | -24.53% | 2 | 0.05% | 2.2 |
PWL Capital Layton-Guay Portfolios (US) 70/30 Aggressive |  | -11.88 | 13.17 | 10.39 | 8.71 | 12.65 | -28.88% | 3 | 0.05% | 2.2 |
PWL Capital Nancy And Her Team (CA), Conservative |  | -7.25 | 6.92 | 5.15 | 5.56 | 5.49 | -12.84% | 1 | 0.06% | 2.16 |
PWL Capital Nancy And Her Team (CA), Cautious |  | -7.53 | 7.33 | 6.05 | 6.1 | 6.81 | -16.36% | 1 | 0.06% | 2.22 |
PWL Capital Nancy And Her Team (CA), Balanced |  | -7.81 | 7.75 | 6.95 | 6.61 | 8.18 | -19.87% | 2 | 0.06% | 2.29 |
PWL Capital Nancy And Her Team (CA), Assertive |  | -8.09 | 8.16 | 7.83 | 7.1 | 9.56 | -23.39% | 2 | 0.06% | 2.36 |
PWL Capital Nancy And Her Team (CA), Aggressive |  | -8.37 | 8.57 | 8.7 | 7.56 | 10.96 | -26.91% | 2 | 0.06% | 2.43 |
PWL Capital Nancy And Her Team (US), Conservative |  | -8.43 | 8.38 | 5.82 | 5.8 | 5.74 | -13.18% | 1 | 0.05% | 2.02 |
PWL Capital Nancy And Her Team (US), Cautious |  | -9.1 | 9.28 | 6.94 | 6.4 | 7.14 | -16.82% | 1 | 0.05% | 2.05 |
PWL Capital Nancy And Her Team (US), Balanced |  | -9.77 | 10.18 | 8.05 | 6.99 | 8.59 | -20.45% | 2 | 0.05% | 2.07 |
PWL Capital Nancy And Her Team (US), Assertive |  | -10.44 | 11.08 | 9.15 | 7.54 | 10.05 | -24.09% | 2 | 0.05% | 2.09 |
PWL Capital Nancy And Her Team (US), Aggressive |  | -11.11 | 11.98 | 10.24 | 8.07 | 11.54 | -27.73% | 2 | 0.05% | 2.11 |
PWL Capital Passmore & Felix (CA), 40/60 |  | -8.8 | 8.31 | 6.5 | 6.39 | 6.57 | -13.25% | 1 | 0.06% | 2.11 |
PWL Capital Passmore & Felix (CA), 50/50 |  | -8.83 | 8.82 | 7.37 | 6.94 | 7.96 | -16.94% | 1 | 0.05% | 2.16 |
PWL Capital Passmore & Felix (CA), 60/40 |  | -8.9 | 9.34 | 8.27 | 7.46 | 9.43 | -20.90% | 2 | 0.05% | 2.22 |
PWL Capital Passmore & Felix (CA), 70/30 |  | -8.94 | 9.83 | 9.11 | 7.89 | 10.89 | -24.84% | 2 | 0.05% | 2.28 |
PWL Capital Passmore & Felix (CA), 80/20 |  | -9.0 | 10.37 | 9.96 | 8.29 | 12.37 | -28.86% | 3 | 0.05% | 2.34 |
PWL Capital Passmore & Felix (CA), 100/0 |  | -9.11 | 11.46 | 11.6 | 8.9 | 15.4 | -37.19% | 3 | 0.05% | 2.45 |
PWL Capital Passmore & Felix (US), 40/60 |  | -10.43 | 10.33 | 7.42 | 6.71 | 6.99 | -13.74% | 1 | 0.05% | 1.92 |
PWL Capital Passmore & Felix (US), 50/50 |  | -10.88 | 11.37 | 8.52 | 7.33 | 8.48 | -17.55% | 1 | 0.05% | 1.93 |
PWL Capital Passmore & Felix (US), 60/40 |  | -11.35 | 12.39 | 9.65 | 7.91 | 10.05 | -21.63% | 2 | 0.05% | 1.94 |
PWL Capital Passmore & Felix (US), 70/30 |  | -11.81 | 13.4 | 10.71 | 8.42 | 11.61 | -25.69% | 2 | 0.05% | 1.95 |
PWL Capital Passmore & Felix (US), 80/20 |  | -12.27 | 14.44 | 11.79 | 8.88 | 13.18 | -29.83% | 3 | 0.04% | 1.97 |
PWL Capital Passmore & Felix (US), 100/0 |  | -13.21 | 16.57 | 13.88 | 9.61 | 16.41 | -38.42% | 3 | 0.04% | 1.99 |
Jim Lowell Sower Growth Portfolio | Coming soon | -10.6 | 13.29 | 12.76 | 10.04 | 16.9 | -40.16% | 3 | 0.05% | 2.18 |
Bogle Tax Sheltered |  | -9.67 | 12.66 | 8.78 | 8.38 | 8.58 | -14.24% | 1 | 0.05% | 1.37 |
Ben Stein 2007 | Coming soon | -10.26 | 10.7 | 10.76 | 9.21 | 13.92 | -33.06% | 3 | 0.08% | 2.09 |
Premium Portfolio |  | -12.11 | 5.36 | 13.2 | 11.81 | 14.19 | -35.43% | 3 | 0.09% | 2.56 |
Coffeehouse Three ETF |  | -8.4 | 8.71 | 8.51 | 7.9 | 11.42 | -25.37% | 2 | 0.15% | 2.67 |
Aronson Lazy Portfolio | Coming soon | -11.73 | 15.58 | 9.94 | 9.42 | 15.58 | -32.92% | 3 | 0.10% | 2.09 |
Mad Money Machine MMM Do it Yourself Funds | Coming soon | -9.95 | 9.74 | 11.76 | 10.14 | 17.7 | -40.27% | 3 | 0.22% | 2.31 |
MMM SMILER Funds | Coming soon | -12.51 | 10.26 | 11.33 | 10.34 | 17.93 | -40.57% | 3 | 0.20% | 2.35 |
Bob Clyatt The Sandwich Portfolio | Coming soon | -10.43 | 9.86 | 8.24 | 8.31 | 9.8 | -20.55% | 2 | 0.07% | 2.02 |
Bob Clyatt The Sandwich Portfolio Value Tilt | Coming soon | -8.19 | 6.66 | 7.7 | 8.09 | 9.67 | -20.34% | 2 | 0.07% | 2.22 |
Bob Clyatt Rational Investing Portfolio | Coming soon | -6.96 | 8.0 | 8.0 | 8.6 | 10.86 | -24.26% | 2 | 0.13% | 2.16 |
Gyroscopic Desert Portfolio | Coming soon | -9.56 | 13.44 | 6.95 | 7.71 | 6.34 | -7.46% | 1 | 0.06% | 1.69 |
Portfoliocharts Golden Butterfly | Coming soon | -9.78 | 15.74 | 7.94 | 8.4 | 7.35 | -7.40% | 1 | 0.12% | 1.23 |
Paul Boyer Permanent Portfolio (MMM) | Coming soon | -7.94 | 13.8 | 4.51 | 7.58 | 7.34 | -6.16% | 1 | 0.14% | 1.45 |
Canadian Portfolio Manager Model Portfolios (CA) 20% Stocks | Coming soon | -10.25 | 9.51 | 4.82 | 7.45 | 5.89 | -3.36% | 1 | 0.08% | 2.59 |
Canadian Portfolio Manager Model Portfolios (CA) 30% Stocks | Coming soon | -10.14 | 9.97 | 5.72 | 7.79 | 6.62 | -6.54% | 1 | 0.08% | 2.56 |
Canadian Portfolio Manager Model Portfolios (CA) 40% Stocks | Coming soon | -10.02 | 10.42 | 6.59 | 8.11 | 7.65 | -11.04% | 1 | 0.07% | 2.53 |
Canadian Portfolio Manager Model Portfolios (CA) 50% Stocks | Coming soon | -9.91 | 10.88 | 7.46 | 8.4 | 8.87 | -15.53% | 1 | 0.07% | 2.49 |
Canadian Portfolio Manager Model Portfolios (CA) 60% Stocks | Coming soon | -9.8 | 11.34 | 8.31 | 8.65 | 10.21 | -20.03% | 2 | 0.07% | 2.46 |
Canadian Portfolio Manager Model Portfolios (CA) 70% Stocks | Coming soon | -9.68 | 11.8 | 9.15 | 8.88 | 11.64 | -24.52% | 2 | 0.06% | 2.42 |
Canadian Portfolio Manager Model Portfolios (CA) 80% Stocks | Coming soon | -9.57 | 12.25 | 9.98 | 9.08 | 13.12 | -29.02% | 3 | 0.06% | 2.39 |
Canadian Portfolio Manager Model Portfolios (CA) 90% Stocks | Coming soon | -9.46 | 12.71 | 10.8 | 9.23 | 14.63 | -33.50% | 3 | 0.05% | 2.36 |
Canadian Portfolio Manager Model Portfolios (CA) 100% Stocks | Coming soon | -9.34 | 13.17 | 11.6 | 9.36 | 16.18 | -38.00% | 3 | 0.05% | 2.32 |
Canadian Portfolio Manager Model Portfolios (US) 20% Stocks | Coming soon | -9.72 | 9.78 | 5.12 | 6.91 | 5.3 | -3.71% | 1 | 0.04% | 2.08 |
Canadian Portfolio Manager Model Portfolios (US) 30% Stocks | Coming soon | -10.16 | 10.8 | 6.23 | 7.41 | 6.34 | -8.15% | 1 | 0.04% | 2.05 |
Canadian Portfolio Manager Model Portfolios (US) 40% Stocks | Coming soon | -10.6 | 11.84 | 7.35 | 7.89 | 7.64 | -12.58% | 1 | 0.04% | 2.03 |
Canadian Portfolio Manager Model Portfolios (US) 50% Stocks | Coming soon | -11.04 | 12.87 | 8.44 | 8.33 | 9.08 | -17.02% | 1 | 0.04% | 2.0 |
Canadian Portfolio Manager Model Portfolios (US) 60% Stocks | Coming soon | -11.48 | 13.91 | 9.54 | 8.74 | 10.6 | -21.44% | 2 | 0.04% | 1.98 |
Canadian Portfolio Manager Model Portfolios (US) 70% Stocks | Coming soon | -11.92 | 14.93 | 10.61 | 9.11 | 12.17 | -25.88% | 2 | 0.04% | 1.95 |
Canadian Portfolio Manager Model Portfolios (US) 80% Stocks | Coming soon | -12.37 | 15.97 | 11.67 | 9.46 | 13.79 | -30.31% | 3 | 0.04% | 1.93 |
Canadian Portfolio Manager Model Portfolios (US) 90% Stocks | Coming soon | -12.81 | 17.0 | 12.73 | 9.76 | 15.42 | -34.73% | 3 | 0.04% | 1.9 |
Canadian Portfolio Manager Model Portfolios (US) 100% Stocks | Coming soon | -13.25 | 18.04 | 13.78 | 10.03 | 17.07 | -39.17% | 3 | 0.04% | 1.88 |
Canadian Couch Potato Model Portfolios (CA) Conservative | Coming soon | -10.0 | 9.82 | 5.56 | 7.53 | 6.4 | -6.92% | 1 | 0.09% | 2.6 |
Canadian Couch Potato Model Portfolios (CA) Cautious | Coming soon | -9.76 | 10.43 | 6.8 | 7.86 | 8.02 | -13.85% | 1 | 0.08% | 2.57 |
Canadian Couch Potato Model Portfolios (CA) Balanced | Coming soon | -9.52 | 11.04 | 8.01 | 8.11 | 10.02 | -20.78% | 2 | 0.08% | 2.55 |
Canadian Couch Potato Model Portfolios (CA) Assertive | Coming soon | -9.28 | 11.66 | 9.2 | 8.3 | 12.22 | -27.71% | 2 | 0.08% | 2.52 |
Canadian Couch Potato Model Portfolios (CA) Aggressive | Coming soon | -9.04 | 12.27 | 10.35 | 8.41 | 14.52 | -34.64% | 3 | 0.08% | 2.49 |
Canadian Couch Potato Model Portfolios (US) Conservative | Coming soon | -10.15 | 10.82 | 6.16 | 7.17 | 6.16 | -8.56% | 1 | 0.05% | 2.08 |
Canadian Couch Potato Model Portfolios (US) Cautious | Coming soon | -10.81 | 12.38 | 7.78 | 7.75 | 8.15 | -15.42% | 1 | 0.05% | 2.06 |
Canadian Couch Potato Model Portfolios (US) Balanced | Coming soon | -11.46 | 13.93 | 9.38 | 8.25 | 10.41 | -22.28% | 2 | 0.05% | 2.04 |
Canadian Couch Potato Model Portfolios (US) Assertive | Coming soon | -12.12 | 15.49 | 10.96 | 8.68 | 12.8 | -29.13% | 3 | 0.06% | 2.01 |
Canadian Couch Potato Model Portfolios (US) Aggressive | Coming soon | -12.78 | 17.05 | 12.51 | 9.02 | 15.25 | -35.99% | 3 | 0.06% | 1.99 |
Canadian Couch Potato The Über–Tuber Portfolio | Coming soon | -5.54 | 4.27 | 6.88 | 7.88 | 10.13 | -22.29% | 2 | 0.13% | 2.82 |
Canadian Couch Potato The Über–Tuber Portfolio (US) | Coming soon | -6.09 | 4.22 | 7.88 | 8.24 | 10.29 | -22.85% | 2 | 0.13% | 2.69 |
Robo Advisor Wealthsimple Risk Level 10 |  | -12.55 | 13.98 | 10.93 | 9.64 | 15.21 | -32.87% | 3 | 0.08% | 2.26 |
Robo Advisor Wealthsimple Risk Level 09 |  | -13.02 | 14.22 | 10.61 | 9.65 | 14.28 | -29.71% | 3 | 0.08% | 2.25 |
Robo Advisor Wealthsimple Risk Level 08 |  | -13.48 | 14.45 | 10.29 | 9.65 | 13.38 | -26.56% | 2 | 0.09% | 2.23 |
Robo Advisor Wealthsimple Risk Level 07 |  | -13.46 | 14.22 | 9.91 | 9.53 | 12.58 | -24.22% | 2 | 0.09% | 2.2 |
Robo Advisor Wealthsimple Risk Level 06 |  | -13.45 | 13.81 | 9.15 | 9.26 | 11.02 | -19.49% | 2 | 0.09% | 2.14 |
Robo Advisor Wealthsimple Risk Level 05 |  | -13.44 | 13.59 | 8.76 | 9.11 | 10.29 | -17.15% | 1 | 0.09% | 2.11 |
Robo Advisor Wealthsimple Risk Level 04 |  | -13.43 | 13.18 | 7.98 | 8.78 | 8.9 | -12.42% | 1 | 0.09% | 2.05 |
Robo Advisor Wealthsimple Risk Level 03 |  | -11.96 | 11.3 | 7.19 | 8.08 | 7.42 | -9.74% | 1 | 0.09% | 1.92 |
Robo Advisor Wealthsimple Risk Level 02 |  | -11.25 | 10.37 | 6.78 | 7.72 | 6.72 | -8.28% | 1 | 0.09% | 1.85 |
Robo Advisor Wealthsimple Risk Level 01 |  | -11.26 | 10.21 | 6.37 | 7.52 | 6.23 | -6.08% | 1 | 0.09% | 1.83 |
The Global Couch Potato Portfolio (CA Edition) | Coming soon | -9.43 | 10.55 | 8.15 | 8.19 | 9.8 | -19.50% | 2 | 0.06% | 2.51 |
The Global Couch Potato Portfolio (US Edition) | Coming soon | -11.38 | 13.44 | 9.52 | 8.32 | 10.3 | -20.99% | 2 | 0.04% | 2.0 |
Ram Balakrishnan Sleepy Portfolio (CA Edition) | Coming soon | -7.78 | 9.45 | 8.84 | 8.19 | 12.0 | -27.92% | 2 | 0.06% | 2.26 |
Ram Balakrishnan Sleepy Portfolio (US Edition) | Coming soon | -10.39 | 12.69 | 10.3 | 8.67 | 12.49 | -28.70% | 3 | 0.05% | 1.96 |
The Canonical Portfolio (CA) 90% Stocks | Coming soon | -8.91 | 11.53 | 10.55 | 8.55 | 14.1 | -32.72% | 3 | 0.05% | 2.44 |
The Canonical Portfolio (CA) 80% Stocks | Coming soon | -9.09 | 11.21 | 9.77 | 8.46 | 12.62 | -28.31% | 2 | 0.06% | 2.46 |
The Canonical Portfolio (CA) 70% Stocks | Coming soon | -9.25 | 10.87 | 8.96 | 8.34 | 11.18 | -23.90% | 2 | 0.06% | 2.49 |
The Canonical Portfolio (CA) 60% Stocks | Coming soon | -9.43 | 10.55 | 8.15 | 8.19 | 9.8 | -19.50% | 2 | 0.06% | 2.51 |
The Canonical Portfolio (CA) 50% Stocks | Coming soon | -9.62 | 10.23 | 7.33 | 8.0 | 8.51 | -15.09% | 1 | 0.07% | 2.53 |
The Canonical Portfolio (CA) 40% Stocks | Coming soon | -9.78 | 9.89 | 6.49 | 7.79 | 7.34 | -10.68% | 1 | 0.07% | 2.56 |
The Canonical Portfolio (CA) 30% Stocks | Coming soon | -9.96 | 9.57 | 5.64 | 7.55 | 6.38 | -6.28% | 1 | 0.08% | 2.59 |
The Canonical Portfolio (US) 90% Stocks | Coming soon | -12.66 | 16.31 | 12.7 | 9.14 | 15.03 | -34.06% | 3 | 0.04% | 1.94 |
The Canonical Portfolio (US) 80% Stocks | Coming soon | -12.23 | 15.35 | 11.65 | 8.9 | 13.42 | -29.70% | 3 | 0.04% | 1.96 |
The Canonical Portfolio (US) 70% Stocks | Coming soon | -11.81 | 14.4 | 10.59 | 8.63 | 11.84 | -25.35% | 2 | 0.04% | 1.98 |
The Canonical Portfolio (US) 60% Stocks | Coming soon | -11.38 | 13.44 | 9.52 | 8.32 | 10.3 | -20.99% | 2 | 0.04% | 2.0 |
The Canonical Portfolio (US) 50% Stocks | Coming soon | -10.95 | 12.48 | 8.43 | 7.97 | 8.81 | -16.64% | 1 | 0.04% | 2.02 |
The Canonical Portfolio (US) 40% Stocks | Coming soon | -10.53 | 11.54 | 7.34 | 7.61 | 7.41 | -12.28% | 1 | 0.04% | 2.04 |
The Canonical Portfolio (US) 30% Stocks | Coming soon | -10.11 | 10.58 | 6.23 | 7.2 | 6.16 | -7.92% | 1 | 0.04% | 2.07 |
Charles Ellis Portfolio Under 40 Years Old |  | -12.7 | 16.61 | 12.13 | 8.1 | 17.35 | -42.34% | 3 | 0.08% | 2.27 |
Charles Ellis Portfolio 40 - 50 Years Old |  | -12.31 | 15.72 | 11.25 | 8.04 | 15.62 | -37.60% | 3 | 0.08% | 2.26 |
Charles Ellis Portfolio 50 - 60 Years Old |  | -11.93 | 14.83 | 10.35 | 7.94 | 13.9 | -32.85% | 3 | 0.07% | 2.24 |
Charles Ellis Portfolio 60 - 70 Years Old |  | -11.15 | 13.05 | 8.54 | 7.62 | 10.56 | -23.35% | 2 | 0.06% | 2.21 |
Charles Ellis Portfolio 70 - 80 Years Old |  | -10.77 | 12.16 | 7.62 | 7.41 | 8.96 | -18.60% | 2 | 0.06% | 2.2 |
Robo Advisor Fidelity GO Taxable Conservative |  | -6.52 | 6.42 | 4.84 | 5.66 | 4.37 | -6.76% | 1 | 0.06% | 1.44 |
Robo Advisor Fidelity GO Taxable Moderate With Income |  | -7.48 | 7.71 | 6.12 | 6.4 | 5.79 | -11.07% | 1 | 0.06% | 1.54 |
Robo Advisor Fidelity GO Taxable Moderate |  | -8.2 | 8.86 | 7.28 | 7.0 | 7.23 | -15.19% | 1 | 0.06% | 1.62 |
Robo Advisor Fidelity GO Taxable Balanced |  | -8.93 | 10.02 | 8.42 | 7.58 | 8.75 | -19.31% | 2 | 0.06% | 1.69 |
Robo Advisor Fidelity GO Taxable Growth With Income |  | -9.66 | 11.17 | 9.56 | 8.13 | 10.3 | -23.43% | 2 | 0.06% | 1.77 |
Robo Advisor Fidelity GO Taxable Growth |  | -10.15 | 12.19 | 10.57 | 8.53 | 11.82 | -27.35% | 2 | 0.05% | 1.82 |
Robo Advisor Fidelity GO Taxable Aggressive Growth |  | -11.12 | 13.87 | 12.21 | 9.22 | 14.18 | -33.38% | 3 | 0.05% | 1.9 |
Robo Advisor Fidelity GO Tax-advantaged Conservative |  | -7.48 | 7.68 | 4.58 | 5.97 | 4.48 | -4.15% | 1 | 0.05% | 1.74 |
Robo Advisor Fidelity GO Tax-advantaged Moderate With Income |  | -8.43 | 8.97 | 5.86 | 6.72 | 5.8 | -8.46% | 1 | 0.05% | 1.85 |
Robo Advisor Fidelity GO Tax-advantaged Moderate |  | -9.06 | 9.99 | 7.04 | 7.3 | 7.19 | -12.84% | 1 | 0.05% | 1.89 |
Robo Advisor Fidelity GO Tax-advantaged Balanced |  | -9.7 | 11.02 | 8.21 | 7.85 | 8.68 | -17.22% | 1 | 0.05% | 1.94 |
Robo Advisor Fidelity GO Tax-advantaged Growth With Income |  | -10.33 | 12.05 | 9.37 | 8.37 | 10.22 | -21.60% | 2 | 0.05% | 1.98 |
Robo Advisor Fidelity GO Tax-advantaged Growth |  | -10.63 | 12.82 | 10.44 | 8.71 | 11.75 | -26.05% | 2 | 0.05% | 1.97 |
Robo Advisor Fidelity GO Tax-advantaged Aggressive Growth |  | -11.39 | 14.24 | 12.13 | 9.32 | 14.14 | -32.62% | 3 | 0.05% | 1.99 |
Robo Advisor SigFig Taxable 15 |  | -12.31 | 15.35 | 10.53 | 9.57 | 17.42 | -38.39% | 3 | 0.06% | 2.36 |
Robo Advisor SigFig Taxable 14 |  | -11.76 | 14.55 | 9.94 | 9.3 | 16.24 | -35.43% | 3 | 0.06% | 2.32 |
Robo Advisor SigFig Taxable 13 |  | -11.37 | 14.22 | 9.66 | 9.26 | 15.53 | -33.74% | 3 | 0.06% | 2.24 |
Robo Advisor SigFig Taxable 12 |  | -11.06 | 13.7 | 9.26 | 9.08 | 13.84 | -29.69% | 3 | 0.06% | 2.16 |
Robo Advisor SigFig Taxable 11 |  | -11.02 | 13.6 | 9.17 | 9.04 | 13.42 | -28.65% | 3 | 0.06% | 2.14 |
Robo Advisor SigFig Taxable 10 |  | -10.7 | 13.26 | 8.92 | 8.93 | 12.2 | -25.68% | 2 | 0.05% | 2.04 |
Robo Advisor SigFig Taxable 09 |  | -10.66 | 13.17 | 8.83 | 8.88 | 11.79 | -24.63% | 2 | 0.05% | 2.02 |
Robo Advisor SigFig Taxable 08 |  | -10.52 | 13.05 | 8.74 | 8.84 | 11.4 | -23.67% | 2 | 0.05% | 1.98 |
Robo Advisor SigFig Taxable 07 |  | -10.4 | 12.8 | 8.47 | 8.74 | 10.72 | -21.74% | 2 | 0.05% | 1.96 |
Robo Advisor SigFig Taxable 06 |  | -10.18 | 12.43 | 8.17 | 8.58 | 10.2 | -20.40% | 2 | 0.05% | 1.95 |
Robo Advisor SigFig Taxable 05 |  | -9.99 | 12.17 | 7.94 | 8.47 | 9.69 | -19.01% | 2 | 0.05% | 1.92 |
Robo Advisor SigFig Taxable 04 |  | -9.78 | 11.73 | 7.6 | 8.28 | 9.04 | -17.28% | 1 | 0.05% | 1.89 |
Robo Advisor SigFig Taxable 03 |  | -9.08 | 10.85 | 6.95 | 7.89 | 8.14 | -14.77% | 1 | 0.05% | 1.86 |
Robo Advisor SigFig Taxable 02 |  | -8.6 | 9.82 | 6.22 | 7.45 | 7.1 | -12.04% | 1 | 0.05% | 1.83 |
Robo Advisor SigFig Taxable 01 |  | -8.25 | 9.11 | 5.64 | 7.17 | 6.49 | -10.21% | 1 | 0.05% | 1.82 |
Robo Advisor SigFig Tax Sheltered 17 |  | -12.52 | 13.99 | 10.42 | 9.69 | 17.48 | -39.20% | 3 | 0.07% | 2.54 |
Robo Advisor SigFig Tax Sheltered 16 |  | -12.23 | 13.62 | 10.16 | 9.58 | 16.87 | -37.69% | 3 | 0.07% | 2.51 |
Robo Advisor SigFig Tax Sheltered 15 |  | -12.01 | 13.3 | 9.91 | 9.48 | 16.27 | -36.20% | 3 | 0.07% | 2.49 |
Robo Advisor SigFig Tax Sheltered 14 |  | -11.93 | 13.13 | 9.8 | 9.42 | 15.56 | -34.57% | 3 | 0.07% | 2.46 |
Robo Advisor SigFig Tax Sheltered 13 |  | -11.86 | 12.97 | 9.62 | 9.39 | 15.26 | -33.69% | 3 | 0.07% | 2.46 |
Robo Advisor SigFig Tax Sheltered 12 |  | -11.41 | 12.45 | 9.23 | 9.23 | 14.31 | -31.46% | 3 | 0.07% | 2.38 |
Robo Advisor SigFig Tax Sheltered 11 |  | -11.29 | 12.01 | 8.8 | 9.13 | 13.81 | -29.93% | 3 | 0.07% | 2.41 |
Robo Advisor SigFig Tax Sheltered 10 |  | -11.12 | 11.82 | 8.68 | 9.05 | 13.13 | -28.39% | 2 | 0.07% | 2.36 |
Robo Advisor SigFig Tax Sheltered 09 |  | -11.05 | 11.66 | 8.49 | 9.01 | 12.83 | -27.51% | 2 | 0.07% | 2.36 |
Robo Advisor SigFig Tax Sheltered 08 |  | -10.88 | 11.27 | 8.21 | 8.88 | 12.38 | -26.37% | 2 | 0.07% | 2.37 |
Robo Advisor SigFig Tax Sheltered 07 |  | -10.81 | 11.12 | 8.02 | 8.84 | 12.09 | -25.48% | 2 | 0.07% | 2.37 |
Robo Advisor SigFig Tax Sheltered 06 |  | -10.57 | 10.58 | 7.55 | 8.67 | 11.37 | -23.45% | 2 | 0.07% | 2.37 |
Robo Advisor SigFig Tax Sheltered 05 |  | -10.28 | 10.09 | 7.1 | 8.47 | 10.3 | -20.60% | 2 | 0.07% | 2.33 |
Robo Advisor SigFig Tax Sheltered 04 |  | -9.67 | 9.56 | 6.91 | 8.17 | 8.97 | -17.51% | 1 | 0.07% | 2.2 |
Robo Advisor SigFig Tax Sheltered 03 |  | -9.43 | 9.17 | 6.54 | 8.0 | 8.35 | -15.71% | 1 | 0.07% | 2.18 |
Robo Advisor SigFig Tax Sheltered 02 |  | -8.95 | 8.43 | 5.85 | 7.63 | 6.94 | -11.47% | 1 | 0.07% | 2.1 |
Robo Advisor SigFig Tax Sheltered 01 |  | -8.56 | 8.06 | 5.51 | 7.51 | 6.66 | -10.40% | 1 | 0.07% | 2.05 |
Ellevest Wealthbuilding Portfolio 1 |  | -8.56 | 9.46 | 7.82 | 7.65 | 9.31 | -20.29% | 2 | 0.07% | 1.83 |
Ellevest Wealthbuilding Portfolio 2 |  | -8.9 | 9.75 | 8.3 | 7.92 | 10.05 | -22.36% | 2 | 0.07% | 1.89 |
Ellevest Wealthbuilding Portfolio 3 |  | -9.08 | 9.95 | 8.74 | 8.24 | 10.87 | -24.55% | 2 | 0.07% | 1.98 |
Ellevest Wealthbuilding Portfolio 4 |  | -9.94 | 11.41 | 10.16 | 8.92 | 13.24 | -30.60% | 3 | 0.06% | 2.08 |
Ellevest Wealthbuilding Portfolio 5 |  | -10.16 | 11.84 | 10.62 | 9.12 | 14.02 | -32.58% | 3 | 0.06% | 2.1 |
Ellevest Wealthbuilding Portfolio 6 |  | -10.52 | 12.48 | 11.21 | 9.36 | 14.79 | -34.54% | 3 | 0.06% | 2.13 |
Ellevest Wealthbuilding Portfolio 7 |  | -10.16 | 11.84 | 10.62 | 9.12 | 14.02 | -32.58% | 3 | 0.06% | 2.1 |
Ellevest Wealthbuilding Portfolio 8 |  | -10.52 | 12.48 | 11.21 | 9.36 | 14.79 | -34.54% | 3 | 0.06% | 2.13 |
Ellevest Wealthbuilding Portfolio 9 |  | -10.82 | 13.01 | 11.68 | 9.55 | 15.59 | -36.54% | 3 | 0.06% | 2.16 |
Ellevest Wealthbuilding Portfolio 10 |  | -10.52 | 12.48 | 11.21 | 9.36 | 14.79 | -34.54% | 3 | 0.06% | 2.13 |
Ellevest Wealthbuilding Portfolio 11 |  | -10.82 | 13.01 | 11.68 | 9.55 | 15.59 | -36.54% | 3 | 0.06% | 2.16 |
Ellevest Wealthbuilding Portfolio 12 |  | -11.09 | 13.49 | 12.13 | 9.67 | 16.37 | -38.50% | 3 | 0.06% | 2.19 |
Axos Invest 100% Stocks | Coming soon | -12.9 | 16.92 | 13.03 | 9.44 | 17.08 | -39.56% | 3 | 0.04% | 2.03 |
Axos Invest 90% Stocks | Coming soon | -12.35 | 15.81 | 12.13 | 9.29 | 15.51 | -35.81% | 3 | 0.05% | 2.04 |
Axos Invest 80% Stocks | Coming soon | -11.77 | 14.62 | 11.23 | 9.11 | 13.96 | -32.10% | 3 | 0.06% | 2.05 |
Axos Invest 70% Stocks | Coming soon | -11.17 | 13.46 | 10.28 | 8.87 | 12.38 | -28.22% | 2 | 0.07% | 2.05 |
Axos Invest 60% Stocks | Coming soon | -10.57 | 12.25 | 9.34 | 8.61 | 10.92 | -24.55% | 2 | 0.08% | 2.06 |
Axos Invest 50% Stocks | Coming soon | -9.96 | 11.13 | 8.37 | 8.3 | 9.51 | -20.74% | 2 | 0.09% | 2.07 |
Axos Invest 40% Stocks | Coming soon | -9.36 | 10.26 | 7.37 | 7.96 | 8.2 | -16.69% | 1 | 0.10% | 2.04 |
Axos Invest 30% Stocks | Coming soon | -8.74 | 9.48 | 6.37 | 7.56 | 7.01 | -12.64% | 1 | 0.09% | 1.96 |
Axos Invest 20% Stocks | Coming soon | -7.92 | 8.43 | 5.22 | 7.03 | 5.88 | -8.46% | 1 | 0.08% | 1.89 |
Axos Invest 0% Stocks | Coming soon | -5.6 | 6.44 | 2.66 | 5.55 | 4.5 | -2.42% | 1 | 0.07% | 1.7 |
Gretchen Tai Portfolio | Coming soon | -10.54 | 10.87 | 9.32 | 8.68 | 12.76 | -29.26% | 3 | 0.09% | 2.44 |
The Rip Van Winkle Portfolio John Bogle Tax Sheltered |  | -10.23 | 12.8 | 8.91 | 8.36 | 9.02 | -17.42% | 1 | 0.05% | 1.55 |
The Rip Van Winkle Portfolio William Bernstein Taxable | Coming soon | -10.52 | 10.72 | 10.11 | 8.44 | 10.5 | -23.66% | 2 | 0.10% | 1.78 |
Mark Hebner Portfolio 25% Stocks |  | -5.67 | 5.59 | 5.29 | 7.09 | 5.92 | -6.79% | 1 | 0.08% | 1.92 |
Mark Hebner Portfolio 50% Stocks |  | -6.39 | 5.75 | 7.86 | 8.42 | 9.57 | -19.23% | 2 | 0.10% | 2.21 |
Mark Hebner Portfolio 75% Stocks |  | -7.1 | 5.9 | 10.35 | 9.55 | 13.69 | -31.67% | 3 | 0.13% | 2.5 |
Mark Hebner Portfolio 100% Stocks |  | -7.7 | 6.52 | 11.6 | 10.29 | 16.94 | -38.97% | 3 | 0.15% | 2.47 |
Fidelity Target Allocation Index-Focused Model Portfolios 20% Stocks | Coming soon | -8.0 | 8.39 | 4.76 | 6.46 | 4.84 | -3.64% | 1 | 0.05% | 2.06 |
Fidelity Target Allocation Index-Focused Model Portfolios 40% Stocks | Coming soon | -9.28 | 10.3 | 7.12 | 7.53 | 7.29 | -12.64% | 1 | 0.05% | 2.04 |
Fidelity Target Allocation Index-Focused Model Portfolios 60% Stocks | Coming soon | -10.36 | 12.13 | 9.39 | 8.41 | 10.24 | -21.56% | 2 | 0.05% | 2.02 |
Fidelity Target Allocation Index-Focused Model Portfolios 70% Stocks | Coming soon | -10.65 | 12.86 | 10.44 | 8.76 | 11.76 | -26.03% | 2 | 0.05% | 2.01 |
Fidelity Target Allocation Index-Focused Model Portfolios 80% Stocks | Coming soon | -11.26 | 14.12 | 12.09 | 9.28 | 14.13 | -32.68% | 3 | 0.05% | 1.98 |
SoFi Model Portfolios Taxable Conservative |  | -6.26 | 5.18 | 2.96 | 5.09 | 3.7 | -1.98% | 1 | 0.06% | 1.65 |
SoFi Model Portfolios Taxable Moderately Conservative |  | -8.19 | 8.34 | 5.79 | 6.61 | 6.23 | -11.80% | 1 | 0.05% | 1.82 |
SoFi Model Portfolios Taxable Moderate |  | -9.99 | 11.51 | 8.43 | 7.83 | 10.89 | -24.64% | 2 | 0.05% | 2.01 |
SoFi Model Portfolios Taxable Moderately Aggressive |  | -11.38 | 13.67 | 10.3 | 8.5 | 14.22 | -32.90% | 3 | 0.05% | 2.1 |
SoFi Model Portfolios Taxable/Retirement Aggressive |  | -12.49 | 15.75 | 11.87 | 8.99 | 17.62 | -40.75% | 3 | 0.05% | 2.25 |
SoFi Model Portfolios Retirement Conservative |  | -8.37 | 7.29 | 2.89 | 5.85 | 4.42 | -2.58% | 1 | 0.06% | 2.27 |
SoFi Model Portfolios Retirement Moderately Conservative |  | -10.0 | 9.69 | 5.82 | 7.35 | 6.96 | -11.80% | 1 | 0.07% | 2.39 |
SoFi Model Portfolios Retirement Moderate |  | -11.04 | 12.33 | 8.47 | 8.23 | 11.27 | -24.64% | 2 | 0.06% | 2.33 |
SoFi Model Portfolios Retirement Moderately Aggressive |  | -12.04 | 14.07 | 10.3 | 8.78 | 14.48 | -32.90% | 3 | 0.06% | 2.32 |
Robo Advisor Betterment 2020 Taxable 100% Stocks | Coming soon | -9.13 | 10.0 | 11.04 | 8.87 | 17.06 | -40.33% | 3 | 0.07% | 2.54 |
Robo Advisor Betterment 2020 Taxable 90% Stocks | Coming soon | -9.21 | 9.63 | 10.44 | 8.71 | 15.44 | -36.09% | 3 | 0.07% | 2.48 |
Robo Advisor Betterment 2020 Taxable 80% Stocks | Coming soon | -9.27 | 9.24 | 9.82 | 8.55 | 13.87 | -31.95% | 3 | 0.08% | 2.41 |
Robo Advisor Betterment 2020 Taxable 70% Stocks | Coming soon | -9.35 | 8.91 | 9.15 | 8.33 | 12.29 | -27.68% | 2 | 0.08% | 2.35 |
Robo Advisor Betterment 2020 Taxable 60% Stocks | Coming soon | -9.39 | 8.63 | 8.51 | 8.19 | 10.82 | -23.54% | 2 | 0.08% | 2.28 |
Robo Advisor Betterment 2020 Taxable 50% Stocks | Coming soon | -9.2 | 8.3 | 7.76 | 7.97 | 9.36 | -19.39% | 2 | 0.08% | 2.17 |
Robo Advisor Betterment 2020 Taxable 40% Stocks | Coming soon | -8.8 | 7.92 | 6.94 | 7.69 | 7.99 | -15.35% | 1 | 0.08% | 2.03 |
Robo Advisor Betterment 2020 Taxable 30% Stocks | Coming soon | -7.62 | 7.08 | 5.76 | 7.09 | 6.4 | -10.53% | 1 | 0.08% | 1.86 |
Robo Advisor Betterment 2020 Taxable 20% Stocks | Coming soon | -6.39 | 6.19 | 4.49 | 6.39 | 4.97 | -5.62% | 1 | 0.07% | 1.71 |
Robo Advisor Betterment 2020 Taxable 10% Stocks | Coming soon | -5.02 | 5.13 | 3.11 | 5.55 | 3.86 | -1.43% | 1 | 0.06% | 1.57 |
Robo Advisor Betterment 2020 Taxable 0% Stocks | Coming soon | -2.45 | 3.04 | 1.02 | 4.02 | 3.51 | 0.00% | 1 | 0.05% | 1.49 |
Robo Advisor Betterment 2020 Retirement 100% Stocks | Coming soon | -9.42 | 10.43 | 11.08 | 8.83 | 17.23 | -40.53% | 3 | 0.07% | 2.53 |
Robo Advisor Betterment 2020 Retirement 90% Stocks | Coming soon | -9.07 | 9.49 | 10.43 | 8.67 | 15.43 | -36.24% | 3 | 0.07% | 2.46 |
Robo Advisor Betterment 2020 Retirement 80% Stocks | Coming soon | -8.98 | 8.96 | 9.82 | 8.46 | 13.86 | -32.27% | 3 | 0.08% | 2.37 |
Robo Advisor Betterment 2020 Retirement 70% Stocks | Coming soon | -8.9 | 8.47 | 9.14 | 8.18 | 12.27 | -28.17% | 2 | 0.08% | 2.28 |
Robo Advisor Betterment 2020 Retirement 60% Stocks | Coming soon | -8.78 | 8.02 | 8.5 | 7.99 | 10.79 | -24.22% | 2 | 0.08% | 2.18 |
Robo Advisor Betterment 2020 Retirement 50% Stocks | Coming soon | -8.45 | 7.55 | 7.75 | 7.74 | 9.3 | -20.24% | 2 | 0.08% | 2.04 |
Robo Advisor Betterment 2020 Retirement 40% Stocks | Coming soon | -7.95 | 7.07 | 6.93 | 7.43 | 7.9 | -16.30% | 1 | 0.08% | 1.88 |
Robo Advisor Betterment 2020 Retirement 30% Stocks | Coming soon | -6.85 | 6.31 | 5.76 | 6.85 | 6.28 | -11.42% | 1 | 0.07% | 1.72 |
Robo Advisor Betterment 2020 Retirement 20% Stocks | Coming soon | -5.73 | 5.51 | 4.49 | 6.19 | 4.82 | -6.38% | 1 | 0.07% | 1.59 |
Robo Advisor Betterment 2020 Retirement 10% Stocks | Coming soon | -4.51 | 4.61 | 3.11 | 5.4 | 3.69 | -1.21% | 1 | 0.06% | 1.48 |
Robo Advisor Betterment 2020 Retirement 0% Stocks | Coming soon | -2.45 | 3.04 | 1.02 | 4.02 | 3.51 | 0.00% | 1 | 0.05% | 1.49 |
Dimensional Fund Advisors Model Portfolios 0% Stocks Fixed |  | -6.94 | 6.21 | 1.94 | 4.24 | 3.11 | -0.18% | 1 | 0.06% | 1.73 |
Dimensional Fund Advisors Model Portfolios 20% Stocks Conservative |  | -7.18 | 6.51 | 4.08 | 5.63 | 3.93 | -3.12% | 1 | 0.08% | 1.88 |
Dimensional Fund Advisors Model Portfolios 40% Stocks Moderate |  | -7.43 | 6.81 | 6.17 | 6.89 | 6.77 | -12.31% | 1 | 0.10% | 2.03 |
Dimensional Fund Advisors Model Portfolios 60% Stocks Normal |  | -7.68 | 7.11 | 8.21 | 8.03 | 10.05 | -21.50% | 2 | 0.12% | 2.18 |
Dimensional Fund Advisors Model Portfolios 80% Stocks Agressive |  | -7.93 | 7.41 | 10.2 | 9.04 | 13.44 | -30.69% | 3 | 0.14% | 2.33 |
Dimensional Fund Advisors Model Portfolios 100% Stocks Equity |  | -8.17 | 7.7 | 12.14 | 9.9 | 16.89 | -39.88% | 3 | 0.16% | 2.47 |
Premium Portfolio |  | -13.17 | 18.37 | 13.69 | 10.42 | 13.89 | -28.56% | 3 | 0.03% | 1.53 |
Bogleheads Guide to Investing - A Middle-Aged Investor’s Asset Allocation | Coming soon | -9.95 | 12.74 | 9.99 | 8.96 | 10.21 | -22.15% | 2 | 0.04% | 1.52 |
Bogleheads Guide to Investing - An Investor in Early Retirement | Coming soon | -7.98 | 11.08 | 7.47 | 7.88 | 7.73 | -14.51% | 1 | 0.04% | 1.36 |
Bogleheads Guide to Investing - An Investor in Late Retirement | Coming soon | -6.36 | 9.27 | 5.45 | 7.26 | 5.91 | -6.45% | 1 | 0.04% | 1.14 |
Quit Like A Millionaire (CA) Portfolio | Coming soon | -8.77 | 10.2 | 8.06 | 7.84 | 9.61 | -20.21% | 2 | 0.04% | 2.3 |
Quit Like A Millionaire (US) Portfolio | Coming soon | -11.38 | 13.44 | 9.52 | 8.32 | 10.3 | -20.99% | 2 | 0.04% | 2.0 |
Quit Like A Millionaire (US) Yield Shield Portfolio | Coming soon | -10.66 | 8.7 | 9.14 | 8.01 | 10.78 | -27.26% | 2 | 0.15% | 2.96 |
Robo Advisor J.P. Morgan You Invest Conservative | Coming soon | -12.41 | 15.54 | 11.56 | 9.49 | 15.79 | -35.70% | 3 | 0.06% | 2.12 |
Robo Advisor J.P. Morgan You Invest Moderate | Coming soon | -11.64 | 14.11 | 10.11 | 9.05 | 13.28 | -28.96% | 3 | 0.05% | 2.12 |
Robo Advisor J.P. Morgan You Invest Growth | Coming soon | -10.46 | 11.87 | 7.72 | 8.13 | 9.22 | -17.60% | 2 | 0.05% | 2.11 |
Robo Advisor J.P. Morgan You Invest Aggressive | Coming soon | -9.3 | 9.57 | 5.23 | 7.01 | 5.74 | -6.28% | 1 | 0.05% | 2.11 |
Robo Advisor Morgan Stanley Acces Investing Wealth Conservation | Coming soon | -8.68 | 8.81 | 4.49 | 6.52 | 5.07 | -4.03% | 1 | 0.04% | 2.14 |
Robo Advisor Morgan Stanley Acces Investing Market Growth | Coming soon | -10.33 | 11.36 | 8.39 | 8.1 | 11.21 | -23.90% | 2 | 0.05% | 2.26 |
Robo Advisor Morgan Stanley Acces Investing Opportunistic Growth | Coming soon | -10.87 | 12.47 | 9.88 | 8.55 | 13.85 | -31.21% | 3 | 0.05% | 2.29 |
Robo Advisor Merrill Guided Investing Taxable Aggressive | Coming soon | -10.15 | 14.26 | 12.59 | 9.82 | 14.67 | -33.65% | 3 | 0.06% | 2.05 |
Robo Advisor Merrill Guided Investing Taxable Moderately Aggressive | Coming soon | -9.8 | 13.06 | 11.18 | 9.23 | 12.21 | -27.44% | 2 | 0.06% | 1.94 |
Robo Advisor Merrill Guided Investing Taxable Moderate | Coming soon | -9.23 | 11.38 | 9.57 | 8.54 | 9.86 | -21.22% | 2 | 0.08% | 1.87 |
Robo Advisor Merrill Guided Investing Taxable Moderately Conservative | Coming soon | -8.54 | 9.11 | 7.25 | 7.59 | 7.68 | -14.90% | 1 | 0.06% | 1.96 |
Robo Advisor Merrill Guided Investing Taxable Conservative | Coming soon | -6.84 | 7.48 | 5.58 | 6.44 | 4.97 | -6.19% | 1 | 0.09% | 1.57 |
Robo Advisor Merrill Guided Investing Aggressive | Coming soon | -10.39 | 14.56 | 12.37 | 9.88 | 14.81 | -33.76% | 3 | 0.06% | 2.15 |
Robo Advisor Merrill Guided Investing Moderate | Coming soon | -9.99 | 12.47 | 9.65 | 8.99 | 10.46 | -21.72% | 2 | 0.08% | 2.14 |
Robo Advisor Merrill Guided Investing Conservative | Coming soon | -6.73 | 7.38 | 5.03 | 6.39 | 4.83 | -4.77% | 1 | 0.10% | 1.76 |
William Bernstein The Small Investor Coward Portfolio (SICEI) |  | -11.0 | 11.31 | 11.16 | 8.95 | 17.75 | -41.54% | 3 | 0.12% | 2.54 |
William Bernstein The Academic Coward Portfolio (ACEI) |  | -5.14 | 0.19 | 10.51 | 8.92 | 16.44 | -38.39% | 3 | 0.29% | 3.0 |
Institute of Business and Finance Income Portfolio | Coming soon | -7.28 | 6.31 | 3.64 | 6.53 | 5.56 | -4.07% | 1 | 0.15% | 2.39 |
Premium Portfolio |  | -8.32 | 3.42 | 13.15 | 10.99 | 16.81 | -40.85% | 3 | 0.24% | 2.21 |
Jonathan Clements Three Fund Global Portfolio | Coming soon | -11.56 | 14.01 | 9.9 | 8.61 | 10.36 | -20.78% | 2 | 0.04% | 1.92 |
Jonathan Clements Eight Asset Class Index Fund | Coming soon | -8.1 | 12.69 | 9.81 | 8.44 | 12.82 | -30.71% | 3 | 0.10% | 1.93 |
Middleton Monitored Play It Safe Portfolio | Coming soon | -6.95 | 10.03 | 10.09 | 8.49 | 12.0 | -29.40% | 3 | 0.11% | 2.01 |
Standard & Poors Outlook Portfolio | Coming soon | -9.43 | 11.52 | 9.01 | 8.24 | 10.13 | -21.11% | 2 | 0.05% | 1.94 |
John Wasik Autopilot Nano Investment | Coming soon | -9.58 | 7.75 | 8.58 | 8.37 | 9.55 | -22.57% | 2 | 0.06% | 1.97 |
Richard Jenkins Simple ETF Strategy | Coming soon | -8.2 | 9.26 | 9.95 | 8.66 | 12.2 | -31.73% | 3 | 0.12% | 2.26 |
Kiplinger Five-Fund ETF Portfolio for Growth | Coming soon | -10.87 | 12.97 | 11.71 | 9.43 | 13.78 | -31.31% | 3 | 0.07% | 1.9 |
Kiplinger Five-Fund ETF Portfolio for Income | Coming soon | -9.89 | 11.11 | 8.88 | 8.19 | 9.15 | -18.92% | 2 | 0.07% | 1.95 |
J. D. Steinhilber Conservative Growth | Coming soon | -4.44 | 8.47 | 6.22 | 6.83 | 6.55 | -12.25% | 1 | 0.09% | 1.72 |
J. D. Steinhilber Moderate Growth | Coming soon | -6.1 | 11.06 | 7.42 | 7.77 | 8.57 | -17.23% | 1 | 0.09% | 1.78 |
J. D. Steinhilber Aggressive Growth | Coming soon | -7.04 | 12.4 | 9.03 | 8.53 | 10.54 | -23.06% | 2 | 0.08% | 1.81 |
David Jackson Low-Maintenance Five-Fund ETF Portfolio | Coming soon | -11.89 | 9.8 | 9.25 | 9.43 | 14.24 | -32.57% | 3 | 0.07% | 2.59 |
David Jackson Ten-Fund ETF Core Portfolio | Coming soon | -10.78 | 10.07 | 8.69 | 9.32 | 10.71 | -22.50% | 2 | 0.08% | 2.01 |
Larry Swedroe Model Portfolios Conservative |  | -4.99 | 4.61 | 5.59 | 6.76 | 6.53 | -11.68% | 1 | 0.08% | 1.88 |
Larry Swedroe Model Portfolios Moderate |  | -6.26 | 5.39 | 7.8 | 7.95 | 9.65 | -20.82% | 2 | 0.09% | 2.08 |
Larry Swedroe Model Portfolios Moderately Aggressive |  | -7.53 | 6.17 | 9.96 | 9.02 | 12.94 | -29.96% | 3 | 0.11% | 2.27 |
Larry Swedroe Model Portfolios Highly Aggressive |  | -8.8 | 6.96 | 12.08 | 9.94 | 16.28 | -39.10% | 3 | 0.12% | 2.47 |
Steven Schoenfeld Model ETF Portfolio Conservative | Coming soon | -10.45 | 8.9 | 8.06 | 8.74 | 7.8 | -13.87% | 1 | 0.08% | 1.84 |
Steven Schoenfeld Model ETF Portfolio Moderate | Coming soon | -11.53 | 10.92 | 10.94 | 10.0 | 11.14 | -25.17% | 2 | 0.07% | 1.92 |
Premium Portfolio |  | -12.65 | 12.09 | 12.7 | 10.56 | 14.3 | -34.82% | 3 | 0.07% | 2.2 |
Dr. Marvin Appel One-Decision Portfolio | Coming soon | -7.7 | 4.66 | 7.92 | 8.02 | 7.89 | -16.38% | 1 | 0.10% | 1.98 |
Goldman Sachs Target Date Retirement Income Portfolio |  | -8.14 | 6.1 | 7.09 | 8.15 | 8.19 | -16.50% | 1 | 0.13% | 2.67 |
Rob Arnott ETF.com model portfolio | Coming soon | -5.85 | 6.11 | 6.07 | 7.75 | 7.89 | -16.70% | 1 | 0.21% | 2.28 |
Jane Bryant Quinn Portfolio |  | -11.02 | 11.93 | 10.4 | 8.88 | 11.27% | -26.00% | 2 | 0.05 | 1.82 |