INVESTMENT PORTFOLIOS

Currently tracking 332 portfolios!

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Portfolio NameAsset AllocationNumber of asset classes1 year return 201810 year returnCAGR since 1989StdSharpeDrawdownRisk LevelMarket CorrelationDollar Value
S&P 500 (Benchmark)1-4.52%12.97%9.84%17.46%0.48-37.71%5 - very high risk0.99$167,045.76
60/40 Portfolio2-3.20%9.35%8.64%11.00%0.57-20.20%2 - low risk0.98$120,261.40
Three Fund Portfolio (50-30-20)3-6.99%9.30%7.82%13.95%0.41-30.74%4 - high risk0.96$95,687.88
4 Fund Portfolio4-4.91%8.14%7.80%10.27%0.51-21.47%3 - medium risk0.96$95,122.94
7Twelve Portfolio12-5.94%6.61%7.57%10.32%0.49-23.19%3 - medium risk0.79$89,255.65
David Swensen's Portfolio6-5.77%8.86%8.55%11.47%0.53-26.20%3 - medium risk0.89$117,264.69
The Permanent Portfolio4-1.69%5.75%6.60%5.66%0.63-3.23%1 - very low risk0.57$68,075.83
Tony Robbins / Ray Dalio Portfolio5-3.36%6.23%8.00%7.25%0.75-3.69%1 - very low risk0.6$100,531.42
Merrimans Ultimate Portfolio10-12.38%10.33%8.75%18.10%0.4-41.53%5 - very high risk0.83$123,701.16
Meb Faber Ivy 5 Portfolio5-8.07%6.01%7.05%11.71%0.41-31.56%4 - high risk0.79$77,175.93
Meb Faber Ivy 10 Portfolio9-8.56%6.25%7.75%13.14%0.43-33.41%4 - high risk0.73$93,889.37
Bill Schultheis Coffeehouse Portfolio7-5.29%8.48%8.29%10.07%0.56-20.21%2 - low risk0.9$108,918.59
Warren Buffett Portfolio2-3.94%11.83%9.46%15.72%0.49-32.65%4 - high risk0.99$150,709.29
Index Fund Advisors, Portfolio 10012-11.16%11.68%10.08%18.12%0.47-39.64%5 - very high risk0.87$178,425.61
Index Fund Advisors, Portfolio 8016-8.62%9.81%9.27%14.49%0.49-30.64%4 - high risk0.87$143,039.05
Index Fund Advisors, Portfolio 6016-6.09%7.85%8.31%10.92%0.53-21.64%3 - medium risk0.87$109,713.66
Index Fund Advisors, Portfolio 5016-4.82%6.85%7.78%9.18%0.56-17.14%2 - low risk0.87$94,581.82
The Andrew Tobias Portfolio3-7.04%7.95%7.24%12.14%0.4-28.09%4 - high risk0.92$81,473.03
The Talmud Portfolio3-3.84%9.68%9.04%10.79%0.6-24.14%3 - medium risk0.85$133,974.38
Muhammad El-Erian Portfolio8-8.64%6.66%7.93%13.20%0.44-31.28%4 - high risk0.79$98,575.79
The Marc Faber Portfolio6-4.25%7.56%7.59%9.22%0.51-16.87%2 - low risk0.64$89,821.58
Ted Aronson Family Taxable Portfolio11-7.66%9.14%8.36%13.09%0.46-26.53%3 - medium risk0.89$111,316.36
Allan Roth Second Grader High Risk Portfolio3-7.50%10.23%8.10%15.60%0.4-34.95%5 - very high risk0.97$103,558.43
Allan Roth Second Grader Medium Risk Portfolio3-5.04%8.06%7.66%10.66%0.49-21.61%3 - medium risk0.97$91,494.37
Allan Roth Second Grader Low Portfolio3-2.58%5.76%6.90%6.37%0.67-8.28%1 - very low risk0.87$74,079.11
Allan Roth Second Grader Five-Fund High Risk Portfolio5-7.51%10.12%8.27%15.12%0.42-35.31%5 - very high risk0.95$108,524.20
Allan Roth Second Grader Five-Fund Medium Risk Portfolio4-5.08%8.03%7.68%10.39%0.5-21.61%3 - medium risk0.96$92,172.04
Allan Roth Second Grader Five-Fund Low Risk Portfolio4-2.60%5.74%6.91%6.26%0.68-8.28%1 - very low risk0.86$74,207.04
Allan Roth Second Grader High Risk with CDs Portfolio3-7.31%9.93%7.80%15.56%0.38-35.24%5 - very high risk0.97$95,291.75
Allan Roth Second Grader Medium Risk with CDs Portfolio3-4.27%6.86%6.48%10.43%0.38-22.79%3 - medium risk0.97$65,706.27
Allan Roth Second Grader Low Risk with CDs Portfolio3-1.24%3.66%4.85%5.49%0.38-10.34%1 - very low risk0.94$41,458.74
Frank Armstrong Ideal Index Portfolio7-6.86%7.48%7.19%11.40%0.41-25.74%3 - medium risk0.9$80,199.22
Scott Adams Dilbert Portfolio2-9.98%10.62%10.39%22.70%0.43-44.93%5 - very high risk0.8$194,183.00
Scott Burns Couch Potato2-3.37%8.48%8.29%9.70%0.6-19.94%2 - low risk0.94$109,009.84
Scott Burns Margaritaville3-7.04%7.95%7.24%12.14%0.4-28.09%4 - high risk0.92$81,473.03
Scott Burns Four Square4-4.57%6.95%6.99%9.32%0.46-19.60%2 - low risk0.91$75,832.27
Scott Burns Five Fold5-4.88%8.00%7.72%9.94%0.51-23.09%3 - medium risk0.86$93,030.88
Scott Burns Six Ways from Sunday6-6.92%7.44%8.26%11.06%0.53-26.39%3 - medium risk0.81$108,065.61
Scott Burns Seven Value Portfolio7-6.72%8.09%8.49%11.57%0.53-27.78%4 - high risk0.86$115,111.95
Scott Burns Seven Value 2 Portfolio8-7.43%8.66%8.80%12.12%0.53-28.29%4 - high risk0.86$125,505.84
Scott Burns Nine Emerging Portfolio9-8.24%8.65%9.15%13.60%0.52-31.02%4 - high risk0.83$138,106.14
Scott Burns 10 Speed Portfolio10-8.90%8.34%8.76%13.97%0.48-32.31%4 - high risk0.84$124,155.75
Larry Swedroe Simple Portfolio6-7.03%8.09%8.27%11.11%0.52-23.85%3 - medium risk0.86$108,435.35
Larry Swedroe, The Larry Portfolio 17-4.33%5.83%7.25%6.90%0.64-8.49%1 - very low risk0.81$81,645.53
Larry Swedroe, The Larry Portfolio 23-3.70%4.93%7.40%5.60%0.83-3.70%1 - very low risk0.47$85,141.52
Larry Swedroe, Eliminate Fat Tails Portfolio4-3.51%4.87%6.76%8.24%0.5-13.59%2 - low risk0.68$71,215.30
Larry Swedroe, Big Rocks Portfolio11-5.71%7.35%7.77%10.04%0.52-20.68%2 - low risk0.9$94,284.50
William Bernstein No Brainer Portfolio4-6.76%8.68%7.68%12.90%0.42-27.63%4 - high risk0.95$91,983.79
William Bernstein Cowards Portfolio9-4.88%7.38%7.88%9.89%0.54-19.93%2 - low risk0.93$97,354.23
William Bernstein Four Pillars High Risk Portfolio11-7.60%7.74%7.94%12.71%0.45-28.32%4 - high risk0.88$99,067.16
William Bernstein Four Pillars Medium Portfolio6-4.31%7.60%7.73%9.67%0.54-19.65%2 - low risk0.96$93,369.08
William Bernstein Four Pillars Low Risk Portfolio4-2.91%6.58%7.14%8.31%0.55-15.89%2 - low risk0.97$79,194.72
Rob Arnott Portfolio8-4.04%5.65%7.06%7.30%0.6-14.88%2 - low risk0.71$77,380.64
The Global Market Portfolio, GMP CREDIT SUISSE8-4.35%7.64%7.97%8.76%0.6-15.83%2 - low risk0.87$99,897.22
The Global Market Portfolio, Financial Engines 200715-5.48%8.16%8.04%11.30%0.5-23.12%3 - medium risk0.96$101,637.13
Meb Faber Risk Parity Portfolio7-2.83%5.28%6.80%6.06%0.67-7.82%1 - very low risk0.6$71,945.61
Robo Advisor Betterment 1006-10.24%10.45%8.89%17.77%0.42-40.13%5 - very high risk0.92$128,734.87
Robo Advisor Betterment 8010-8.05%9.20%8.55%14.50%0.45-31.68%4 - high risk0.92$117,253.29
Robo Advisor Betterment 6010-5.79%7.93%8.08%11.31%0.5-23.25%3 - medium risk0.91$102,835.26
Robo Advisor Betterment 4011-3.48%6.45%7.39%8.17%0.57-14.52%2 - low risk0.87$84,982.92
Robo Advisor Wealthfront 1007-9.49%9.52%9.23%18.09%0.43-39.45%5 - very high risk0.8$141,384.10
Robo Advisor Wealthfront 807-8.01%9.89%8.93%15.49%0.45-36.03%5 - very high risk0.88$130,253.32
Robo Advisor Wealthfront 607-6.80%9.40%8.67%13.43%0.48-31.03%4 - high risk0.9$121,214.80
Robo Advisor Wealthfront 407-5.45%8.96%8.40%11.51%0.52-25.94%3 - medium risk0.91$112,287.77
Gibson Five Asset Classes6-7.86%6.07%7.08%11.92%0.4-32.09%4 - high risk0.79$77,859.18
Harry Markowitz, Father of Modern Portfolio Theory, Portfolio2-2.69%8.38%8.26%9.46%0.61-15.99%2 - low risk0.97$108,052.29
Rick Ferri Early Saver Moderate Basic Portfolio4-5.64%8.94%8.08%11.63%0.49-25.82%3 - medium risk0.96$103,026.08
Rick Ferri Early Saver Moderate Multi Asset Portfolio11-7.61%9.39%8.90%12.46%0.52-27.23%4 - high risk0.9$128,912.98
Rick Ferri Midlife Moderate Basic Portfolio4-4.83%8.19%7.86%10.16%0.52-21.40%3 - medium risk0.96$96,757.11
Rick Ferri Midlifer Moderate Multi Asset Portfolio11-7.01%8.92%8.63%11.41%0.54-24.53%3 - medium risk0.89$119,738.71
Rick Ferri Transitional Moderate Basic Portfolio5-4.07%7.31%7.49%8.78%0.55-17.11%2 - low risk0.95$87,324.19
Rick Ferri Transitional Moderate Multi Asset Portfolio12-5.81%8.25%8.24%10.00%0.56-20.84%3 - medium risk0.88$107,694.17
Rick Ferri Mature Retired Saver Moderate Basic Portfolio6-2.84%6.24%7.08%7.15%0.62-12.26%1 - very low risk0.93$77,807.40
Rick Ferri Mature Retired Saver Moderate Multi Asset Portfolio10-3.33%6.28%7.30%7.23%0.64-12.61%2 - low risk0.9$82,677.75
Balanced Portfolio 10/902-0.64%4.35%6.40%4.97%0.81-2.41%1 - very low risk0.46$64,395.11
Balanced Portfolio 20/802-1.15%5.38%6.91%5.63%0.79-3.37%1 - very low risk0.72$74,264.67
Balanced Portfolio 30/702-1.67%6.39%7.39%6.70%0.73-7.57%1 - very low risk0.86$84,899.95
Balanced Portfolio 40/602-2.18%7.39%7.84%8.01%0.66-11.78%1 - very low risk0.93$96,206.80
Balanced Portfolio 50/502-2.69%8.38%8.26%9.46%0.61-15.99%2 - low risk0.97$108,052.29
Balanced Portfolio 70/302-3.72%10.31%9.00%12.60%0.54-24.41%3 - medium risk0.99$132,614.65
Balanced Portfolio 80/202-4.23%11.26%9.32%14.23%0.51-28.62%4 - high risk1$144,847.01
Balanced Portfolio 90/102-4.74%12.20%9.61%15.88%0.49-32.83%4 - high risk1$156,648.41
Index Fund Advisors, Portfolio 9016-9.92%10.67%9.60%16.04%0.48-34.32%5 - very high risk0.87$156,382.38
Index Fund Advisors, Portfolio 7016-7.35%8.76%8.58%12.47%0.5-25.65%3 - medium risk0.87$118,307.61
Index Fund Advisors, Portfolio 4016-3.50%5.76%6.81%7.25%0.55-12.64%2 - low risk0.87$72,087.68
Index Fund Advisors, Portfolio 3016-2.21%4.71%6.15%5.61%0.59-8.31%1 - very low risk0.84$59,900.62
Index Fund Advisors, Portfolio 2016-0.93%3.65%5.46%4.13%0.64-3.97%1 - very low risk0.77$49,276.08
Index Fund Advisors, Portfolio 10160.36%2.57%4.74%3.04%0.71-0.31%1 - very low risk0.53$40,126.43
Total US Stock Market1-5.26%13.13%9.85%17.56%0.48-37.07%5 - very high risk1$167,666.29
The Jack Bogle Portfolio2-3.20%9.35%8.64%11.00%0.57-20.20%2 - low risk0.98$120,261.40
Paul Merriman Best-in-Class ETFs Portfolio (Aggressive)12-12.05%10.54%8.96%17.24%0.42-38.78%5 - very high risk0.85$131,206.74
Paul Merriman Best-in-Class ETFs Portfolio (Moderate)15-6.99%7.48%8.03%10.21%0.53-20.03%2 - low risk0.85$101,511.15
Paul Merriman Best-in-Class ETFs Portfolio (Conservative)15-4.45%5.82%7.34%7.10%0.64-10.65%1 - very low risk0.79$83,794.82
Paul Merriman Target Date Portfolio (25 year old)4-14.91%11.77%10.66%18.55%0.49-37.29%5 - very high risk0.78$208,879.80
Paul Merriman Target Date Portfolio (35 year old)11-14.34%11.73%10.50%18.29%0.49-37.11%5 - very high risk0.79$199,704.11
Paul Merriman Target Date Portfolio (45 year old)14-12.38%11.09%10.00%16.58%0.49-34.01%5 - very high risk0.82$174,635.70
Paul Merriman Target Date Portfolio (55 year old)14-8.98%9.54%9.10%13.11%0.52-26.44%3 - medium risk0.85$136,442.55
Paul Merriman Target Date Portfolio (65 year old)14-5.25%7.13%7.96%8.61%0.61-14.68%2 - low risk0.84$99,510.95
iShares Lifepath Fund7-3.59%6.56%7.21%7.68%0.59-13.57%2 - low risk0.92$80,698.80
iShares LifePath Index 2060 Fund (25 year old)5-7.97%10.75%8.39%15.88%0.42-38.86%5 - very high risk0.95$112,270.53
iShares LifePath Index 2050 Fund (35 year old)6-7.93%10.76%8.40%15.85%0.42-38.79%5 - very high risk0.95$112,567.78
iShares LifePath Index 2040 Fund (45 year old)7-7.16%10.11%8.29%14.42%0.43-34.54%5 - very high risk0.96$109,036.34
iShares LifePath Index 2030 Fund (55 year old)7-5.75%8.72%7.93%11.62%0.48-26.20%3 - medium risk0.96$98,750.68
iShares Model Portfolio 100% Stocks2-9.21%10.28%7.66%17.42%0.35-40.07%5 - very high risk0.94$91,490.15
iShares Model Portfolio 91% Stocks3-8.56%9.59%7.55%15.91%0.36-36.15%5 - very high risk0.94$88,696.63
iShares Model Portfolio 85% Stocks3-7.89%9.30%7.60%14.86%0.38-33.34%4 - high risk0.95$89,949.07
iShares Model Portfolio 80% Stocks4-7.39%8.93%7.49%14.04%0.38-31.14%4 - high risk0.95$87,403.88
iShares Model Portfolio 70% Stocks4-6.14%8.47%7.54%12.32%0.42-26.42%3 - medium risk0.96$88,449.95
iShares Model Portfolio 65% Stocks4-5.45%8.27%7.57%11.48%0.45-24.02%3 - medium risk0.96$89,214.11
iShares Model Portfolio 55% Stocks4-4.03%7.28%7.28%9.25%0.5-17.73%2 - low risk0.96$82,397.36
iShares Model Portfolio 51% Stocks4-4.61%7.51%7.35%9.88%0.48-19.59%2 - low risk0.96$83,904.16
iShares Model Portfolio 40% Stocks4-4.03%7.28%7.28%9.25%0.5-17.73%2 - low risk0.96$82,397.36
iShares Model Portfolio 36% Stocks4-2.61%6.74%7.22%7.62%0.59-12.51%2 - low risk0.94$81,005.57
iShares Model Portfolio 20% Stocks4-2.19%6.48%7.14%7.07%0.63-10.68%1 - very low risk0.93$79,268.19
iShares Model Portfolio 15% Stocks4-0.85%5.19%6.64%5.22%0.77-3.58%1 - very low risk0.76$68,797.92
iShares Model Portfolio 10% Stocks3-0.11%5.00%6.63%4.99%0.83-2.85%1 - very low risk0.65$68,653.33
Ben Stein Portfolio7-7.21%8.38%8.01%14.13%0.42-32.19%4 - high risk0.92$100,800.42
JL Collins, Simple Path To Wealth, Wealth Building Portfolio1-5.26%13.13%9.85%17.56%0.48-37.07%5 - very high risk1$167,666.29
JL Collins, Simple Path To Wealth, Wealth Preservation Portfolio2-3.97%10.79%9.16%13.41%0.53-26.52%3 - medium risk1$138,764.28
Paul Merriman FundAdvice Ultimate Buy and Hold13-7.18%7.37%7.95%10.70%0.5-21.68%3 - medium risk0.83$99,272.22
Fidelity Freedom Index 2030 (55 year old)6-6.13%9.10%7.99%12.93%0.45-28.24%4 - high risk0.98$100,246.61
Fidelity Freedom Index 2040 (45 year old)5-7.30%10.22%8.20%15.43%0.41-34.85%5 - very high risk0.97$106,498.52
Fidelity Freedom Index 2050 (35 year old)5-7.30%10.22%8.20%15.43%0.41-34.85%5 - very high risk0.97$106,498.52
Fidelity Freedom Index 2060 (25 year old and younger)5-7.30%10.22%8.20%15.43%0.41-34.85%5 - very high risk0.97$106,498.52
TD Ameritrade Core Portfolio Conservative5-1.97%5.33%6.68%5.72%0.7-6.09%1 - very low risk0.82$69,550.36
TD Ameritrade Core Portfolio Moderate5-3.36%6.44%7.07%7.61%0.58-12.84%2 - low risk0.93$77,553.64
TD Ameritrade Core Portfolio Moderate Growth5-4.27%7.15%7.28%9.09%0.51-17.34%2 - low risk0.96$82,438.53
TD Ameritrade Core Portfolio Growth5-6.09%8.55%7.62%12.29%0.43-26.33%3 - medium risk0.96$90,521.11
TD Ameritrade Core Portfolio Aggressive5-7.35%9.62%7.83%14.79%0.4-33.00%4 - high risk0.96$95,918.48
Morningstar Conservative Retirement Saver Portfolio7-4.51%7.65%7.91%9.53%0.56-18.49%2 - low risk0.95$98,077.76
Morningstar Moderate Retirement Saver Portfolio5-7.13%9.67%8.49%13.85%0.46-29.87%4 - high risk0.97$115,229.73
Morningstar Aggressive Retirement Saver Portfolio5-8.97%10.36%8.39%16.27%0.41-36.51%5 - very high risk0.96$112,197.13
Vanguard Target Retirement 2030 (55 year old)4-6.03%8.56%7.59%12.34%0.43-26.42%3 - medium risk0.96$89,870.99
Vanguard Target Retirement 2040 (45 year old)4-7.47%9.54%7.76%14.83%0.39-33.14%4 - high risk0.96$94,018.21
Vanguard Target Retirement 2050 (35 year old)4-7.95%9.85%7.78%15.65%0.38-35.31%5 - very high risk0.96$94,771.32
Vanguard Target Retirement 2060 (25 year old)4-7.97%9.84%7.78%15.67%0.38-35.36%5 - very high risk0.95$94,566.58
Merrill Lynch Edge Select Portfolio, Conservative12-2.14%5.89%6.82%6.23%0.64-10.80%1 - very low risk0.83$72,420.35
Merrill Lynch Edge Select Portfolio, Moderately Conservative12-4.26%8.34%8.27%9.46%0.59-19.74%2 - low risk0.9$108,323.20
Merrill Lynch Edge Select Portfolio, Moderately12-5.47%9.15%8.59%11.48%0.54-25.30%3 - medium risk0.94$118,343.20
Merrill Lynch Edge Select Portfolio, Moderately Aggressive12-6.35%9.84%8.78%13.60%0.49-30.53%4 - high risk0.95$124,804.39
Merrill Lynch Edge Select Portfolio, Aggressive12-7.23%10.34%8.88%15.58%0.45-34.96%5 - very high risk0.95$128,238.64
David Booth (DFA) Fixed Income Portfolio41.56%1.80%4.38%3.28%0.56-1.53%1 - very low risk-0.07$36,177.71
David Booth (DFA) Conservative Portfolio15-0.73%3.87%5.71%4.06%0.73-2.85%1 - very low risk0.73$52,906.86
David Booth (DFA) Moderate Portfolio15-3.02%5.87%6.92%6.91%0.6-12.06%1 - very low risk0.88$74,434.21
David Booth (DFA) Normal Portfolio15-5.31%7.80%8.00%10.24%0.53-21.28%3 - medium risk0.9$100,732.35
David Booth (DFA) Aggressive Portfolio15-7.59%9.66%8.95%13.69%0.49-30.49%4 - high risk0.9$130,969.26
David Booth (DFA) Equity Portfolio11-9.88%11.46%9.75%17.19%0.47-39.70%5 - very high risk0.9$163,155.23
Rick Ferri's Core 4 fund Portfolio (80/20)4-6.50%9.64%8.20%13.36%0.45-30.32%4 - high risk0.97$106,362.82
Rick Ferri's Core 4 fund Portfolio (40/60))4-3.32%6.58%7.27%7.44%0.62-12.63%2 - low risk0.92$82,091.39
Rick Ferri's Core 4 fund Portfolio (20/80)4-1.72%4.98%6.62%5.30%0.76-3.79%1 - very low risk0.7$68,507.11
Vanguard LifeStrategy Income Fund (20/80)4-1.16%5.00%6.49%5.13%0.74-3.80%1 - very low risk0.76$66,028.60
Vanguard LifeStrategy Conservative Growth (40/60)4-3.12%6.47%7.03%7.61%0.57-12.87%2 - low risk0.93$76,708.39
Vanguard LifeStrategy Moderate Growth (60/40)4-5.07%7.88%7.44%10.71%0.46-21.92%3 - medium risk0.96$86,020.81
Vanguard LifeStrategy Growth Fund (80/20)4-6.98%9.21%7.71%13.98%0.4-30.84%4 - high risk0.96$92,791.68
William Bernstein Sheltered Sam Portfolio12-5.21%7.57%7.99%9.96%0.55-21.69%3 - medium risk0.91$100,223.07
Tim Maurer Simple Money Portfolio7-7.00%7.38%7.62%10.17%0.49-19.40%2 - low risk0.88$90,621.29
T. Rowe Price ActivePlus Portfolio, Model 105-0.99%3.95%6.13%4.86%0.76-2.36%1 - very low risk0.43$59,589.77
T. Rowe Price ActivePlus Portfolio, Model 204-1.88%4.99%6.61%5.52%0.73-5.20%1 - very low risk0.69$68,300.70
T. Rowe Price ActivePlus Portfolio, Model 304-2.78%5.84%6.94%6.49%0.66-9.54%1 - very low risk0.85$74,858.76
T. Rowe Price ActivePlus Portfolio, Model 404-3.53%6.63%7.23%7.71%0.59-13.64%2 - low risk0.92$81,209.95
T. Rowe Price ActivePlus Portfolio, Model 504-4.23%7.44%7.53%9.19%0.54-18.00%2 - low risk0.95$88,292.57
T. Rowe Price ActivePlus Portfolio, Model 604-4.95%8.21%7.76%10.70%0.5-22.03%3 - medium risk0.97$94,224.73
T. Rowe Price ActivePlus Portfolio, Model 704-5.69%8.96%7.96%12.28%0.46-26.13%3 - medium risk0.98$99,620.29
T. Rowe Price ActivePlus Portfolio, Model 803-6.44%9.70%8.13%13.91%0.43-30.31%4 - high risk0.98$104,308.51
T. Rowe Price ActivePlus Portfolio, Model 903-7.22%10.43%8.26%15.58%0.41-34.74%5 - very high risk0.98$108,136.02
T. Rowe Price ActivePlus Portfolio, Model 1002-8.01%11.15%8.35%17.26%0.39-39.16%5 - very high risk0.97$110,873.71
Schwab Target Date Fund 2030 (55 year old)8-5.49%8.60%8.03%11.84%0.48-25.67%3 - medium risk0.96$101,528.93
Schwab Target Date Fund 2040 (45 year old)8-6.93%9.71%8.41%14.38%0.45-32.53%4 - high risk0.96$112,877.40
Schwab Target Date Fund 2050 (35 year old)8-7.68%10.25%8.57%15.73%0.43-36.12%5 - very high risk0.95$117,912.78
Schwab Target Date Fund 2060 (25 year old)7-8.12%10.59%8.67%16.54%0.42-38.22%5 - very high risk0.95$121,276.86
Schwab Managed Portfolio, Conservative Income6-0.24%3.51%5.53%4.21%0.68-2.02%1 - very low risk0.33$50,300.56
Schwab Managed Portfolio, Income With Growth10-2.05%4.80%6.16%5.29%0.64-8.31%1 - very low risk0.81$60,096.35
Schwab Managed Portfolio, Balanced11-4.42%5.70%6.83%8.07%0.52-17.24%2 - low risk0.89$72,502.11
Schwab Managed Portfolio, Balanced With Growth11-6.44%7.03%7.42%10.86%0.46-25.07%3 - medium risk0.92$85,575.51
Schwab Managed Portfolio, Growth9-8.08%8.08%7.71%13.63%0.41-32.44%4 - high risk0.92$92,913.64
Schwab Managed Portfolio, Aggressive Growth7-9.34%9.24%7.98%16.11%0.39-38.11%5 - very high risk0.92$100,053.89
Time.Inc Money Portfolio 1, Simple and Cheap5-4.82%8.02%7.70%10.07%0.51-21.56%3 - medium risk0.94$92,573.39
Time.Inc Money Portfolio 2, Tilt Toward Value7-4.73%8.26%7.98%9.94%0.54-20.91%3 - medium risk0.94$100,083.92
Gibson Four Asset Classes4-10.12%6.26%6.96%14.40%0.35-40.45%5 - very high risk0.76$75,282.02
Alpha Architect Robust8-6.57%8.86%9.70%12.32%0.61-29.92%4 - high risk0.91$160,622.37
Meb Faber GTAA Conservative11-6.03%6.10%8.10%9.83%0.58-21.92%3 - medium risk0.73$103,537.79
Meb Faber GTAA Moderate11-8.06%6.57%8.35%12.71%0.49-32.09%4 - high risk0.74$110,802.81
Meb Faber GAA10-4.71%6.80%7.56%8.31%0.59-15.98%2 - low risk0.84$88,903.62
All Seasons Portfolio8-4.20%5.70%7.77%7.20%0.72-4.20%1 - very low risk0.58$94,312.86
TrevH4-12.56%10.19%7.98%17.54%0.36-40.84%5 - very high risk0.87$100,109.95
Morningstar Lifetime Allocation Index Aggressive, 206018-9.92%9.90%8.69%16.98%0.42-39.58%5 - very high risk0.91$121,837.52
Morningstar Lifetime Allocation Index Aggressive, 205018-9.68%10.07%8.74%16.84%0.42-39.34%5 - very high risk0.92$123,631.03
Morningstar Lifetime Allocation Index Aggressive, 204018-9.34%10.17%8.79%16.54%0.43-38.68%5 - very high risk0.93$125,053.25
Morningstar Lifetime Allocation Index Aggressive, 203018-8.05%9.58%8.64%14.61%0.46-33.69%4 - high risk0.94$120,145.92
Morningstar Lifetime Allocation Index Aggressive, Income18-4.27%6.95%7.62%8.60%0.58-17.81%2 - low risk0.91$90,425.62
Morningstar Lifetime Allocation Index Moderate, 206018-9.43%9.70%8.67%16.24%0.43-37.69%5 - very high risk0.92$121,094.82
Morningstar Lifetime Allocation Index Moderate, 205018-9.16%9.82%8.70%16.03%0.43-37.23%5 - very high risk0.93$122,307.82
Morningstar Lifetime Allocation Index Moderate, 204018-8.40%9.59%8.65%14.99%0.45-34.58%5 - very high risk0.94$120,477.91
Morningstar Lifetime Allocation Index Moderate, 203018-6.38%8.34%8.24%11.76%0.5-26.08%3 - medium risk0.94$107,427.03
Morningstar Lifetime Allocation Index Moderate, Income18-3.29%5.96%7.16%7.05%0.64-13.00%2 - low risk0.85$79,623.70
Morningstar Lifetime Allocation Index Conservative, 206018-8.48%9.37%8.60%14.93%0.45-33.85%4 - high risk0.92$118,850.00
Morningstar Lifetime Allocation Index Conservative, 205018-8.01%9.27%8.57%14.32%0.46-32.36%4 - high risk0.93$117,838.75
Morningstar Lifetime Allocation Index Conservative, 204018-6.43%8.35%8.25%11.85%0.5-25.86%3 - medium risk0.94$107,858.87
Morningstar Lifetime Allocation Index Conservative, 203018-4.26%6.78%7.59%8.44%0.59-16.47%2 - low risk0.91$89,725.31
Morningstar Lifetime Allocation Index Conservative, Income18-2.21%4.85%6.60%5.69%0.7-7.65%1 - very low risk0.68$68,098.57
Burton Malkiel Portfolio, Mid-Twenties8-7.58%9.76%9.01%15.47%0.46-34.95%5 - very high risk0.9$133,157.53
Burton Malkiel Portfolio, Late Thirties to Early Forties8-7.14%9.71%9.06%14.88%0.48-33.66%4 - high risk0.91$134,960.30
Burton Malkiel Portfolio, Mid-Fifties8-6.36%9.53%9.06%13.70%0.51-31.13%4 - high risk0.91$135,001.91
Burton Malkiel Portfolio, Late Sixties and Beyond8-4.94%8.98%8.83%11.71%0.55-26.55%4 - high risk0.91$126,498.47
Dimensional 2030 Target Date Retirement Income Fund8-5.13%7.39%7.35%10.37%0.47-23.00%3 - medium risk0.93$83,928.30
Dimensional 2040 Target Date Retirement Income Fund7-6.89%9.12%7.69%14.62%0.39-32.72%4 - high risk0.96$92,411.83
Dimensional 2050 Target Date Retirement Income Fund7-8.03%10.30%8.33%16.76%0.4-37.84%5 - very high risk0.96$110,277.76
Dimensional 2060 Target Date Retirement Income Fund7-8.03%10.30%8.33%16.76%0.4-37.84%5 - very high risk0.96$110,277.76
Dimensional Retirement Income Fund7-1.84%4.28%5.50%5.00%0.52-8.22%1 - very low risk0.7$49,881.16
Paul Merriman 2-Fund-Value-Portfolio2-8.94%12.16%10.15%16.81%0.5-36.32%5 - very high risk0.87$181,628.39
Paul Merriman 4-Fund-Portfolio4-7.96%12.71%10.13%16.90%0.5-35.35%5 - very high risk0.94$180,685.17
Paul Merriman 5-Fund-Value-Portfolio5-13.30%10.15%9.42%18.41%0.43-40.36%5 - very high risk0.82$148,767.07
7-Twelve Portfolio Age Based 50-60 by Craig Israelsen12-4.39%5.40%6.73%8.32%0.49-18.12%2 - low risk0.79$70,557.65
7-Twelve Portfolio Age Based 60-70 by Craig Israelsen12-2.84%4.18%5.85%6.37%0.49-13.07%2 - low risk0.78$55,058.12
7-Twelve Portfolio Age Based 70 Plus by Craig Israelsen12-1.30%2.92%4.93%4.53%0.49-8.02%1 - very low risk0.74$42,365.62
Dan Solin SuperSmart Portfolio, Low Risk8-1.18%3.30%5.84%4.47%0.77-2.57%1 - very low risk0.64$54,852.25
Dan Solin SuperSmart Portfolio, Medium-Low Risk8-3.71%5.44%7.05%7.07%0.62-11.82%1 - very low risk0.84$77,140.41
Dan Solin SuperSmart Portfolio, Medium8-6.24%7.50%8.13%10.29%0.54-21.06%3 - medium risk0.88$104,316.36
Dan Solin SuperSmart Portfolio, Medium-High Risk8-8.77%9.50%9.08%13.70%0.5-30.31%4 - high risk0.88$135,465.72
Dan Solin SuperSmart Portfolio, High Risk7-11.30%11.42%9.87%17.19%0.48-39.56%5 - very high risk0.88$168,455.69
Dan Solin The Smartest ETF Portfolio, Low Risk2-0.86%2.90%5.24%4.20%0.66-3.03%1 - very low risk0.73$46,268.08
Dan Solin The Smartest ETF Portfolio, Medium-Low Risk2-3.08%4.64%5.84%6.93%0.45-12.74%2 - low risk0.91$54,819.79
Dan Solin The Smartest ETF Portfolio, Medium Risk2-5.30%6.31%6.29%10.34%0.36-22.46%3 - medium risk0.91$62,282.75
Dan Solin The Smartest ETF Portfolio, Medium-High Risk2-7.51%7.92%6.58%13.94%0.32-32.17%4 - high risk0.91$67,641.97
Dan Solin The Smartest ETF Portfolio, High Risk1-9.73%9.47%6.69%17.61%0.3-41.88%5 - very high risk0.9$69,869.99
Dan Solin The Smartest Index Portfolio, Low Risk3-1.70%5.00%6.62%5.38%0.76-3.79%1 - very low risk0.73$68,435.86
Dan Solin The Smartest Index Portfolio, Medium-Low Risk3-3.28%6.63%7.25%7.68%0.6-12.63%2 - low risk0.93$81,715.18
Dan Solin The Smartest Index Portfolio, Medium Risk3-4.86%8.19%7.76%10.67%0.5-21.47%3 - medium risk0.97$94,109.79
Dan Solin The Smartest Index Portfolio, Medium-High Risk3-6.44%9.70%8.13%13.91%0.43-30.31%4 - high risk0.98$104,308.51
Dan Solin The Smartest Index Portfolio, High Risk2-8.01%11.15%8.35%17.26%0.39-39.16%5 - very high risk0.97$110,873.71
TIAA-CREF Lifecycle 20306-5.56%8.97%8.30%12.35%0.49-25.56%3 - medium risk0.97$109,386.11
TIAA-CREF Lifecycle 20404-6.85%10.21%8.65%15.05%0.45-32.62%4 - high risk0.97$120,538.59
TIAA-CREF Lifecycle 20504-7.37%10.71%8.77%16.18%0.43-35.57%5 - very high risk0.97$124,411.43
TIAA-CREF Lifecycle 20604-7.57%10.88%8.81%16.60%0.43-36.65%5 - very high risk0.97$125,752.82
TIAA-CREF Lifecycle Index Retirement Income6-3.28%6.50%7.35%7.81%0.61-13.33%2 - low risk0.92$83,980.01
William Bernstein Taxable Ted 100% Stocks4-8.55%11.43%8.76%16.30%0.43-37.92%5 - very high risk0.95$124,146.79
William Bernstein Taxable Ted 90/105-7.70%10.67%8.61%14.72%0.45-33.62%4 - high risk0.95$119,095.91
William Bernstein Taxable Ted 80/205-6.86%9.91%8.42%13.16%0.47-29.32%4 - high risk0.95$113,156.60
William Bernstein Taxable Ted 70/305-6.02%9.13%8.21%11.62%0.5-25.03%3 - medium risk0.95$106,534.84
William Bernstein Taxable Ted 60/405-5.18%8.34%7.96%10.12%0.53-20.73%2 - low risk0.95$99,425.41
William Bernstein Taxable Ted 50/505-4.34%7.53%7.68%8.69%0.57-16.43%2 - low risk0.93$92,008.47
William Bernstein Taxable Ted 40/605-3.49%6.72%7.37%7.35%0.63-12.13%1 - very low risk0.9$84,447.13
William Bernstein Taxable Ted 30/705-2.65%5.89%7.04%6.18%0.7-7.84%1 - very low risk0.83$76,885.81
William Bernstein Taxable Ted 20/805-1.81%5.04%6.67%5.28%0.77-3.54%1 - very low risk0.69$69,449.30
William Bernstein Taxable Ted 10/905-0.97%4.19%6.28%4.80%0.8-2.17%1 - very low risk0.44$62,242.48
William Bernstein Taxable Ted 100% Bonds1-0.13%3.31%5.87%4.87%0.72-2.66%1 - very low risk0.12$55,350.68
William Bernstein Sheltered Sam 100% Stocks10-8.83%10.97%9.34%16.15%0.47-38.06%5 - very high risk0.92$145,530.74
William Bernstein Sheltered Sam 90/1012-7.96%10.27%9.06%14.71%0.48-34.65%5 - very high risk0.92$134,750.55
William Bernstein Sheltered Sam 80/2012-7.08%9.56%8.75%13.28%0.49-31.25%4 - high risk0.92$123,801.51
William Bernstein Sheltered Sam 70/3012-6.21%8.84%8.41%11.88%0.51-27.84%4 - high risk0.91$112,887.14
William Bernstein Sheltered Sam 60/4012-5.33%8.10%8.06%10.51%0.53-24.43%3 - medium risk0.9$102,180.70
William Bernstein Sheltered Sam 50/5012-4.46%7.36%7.67%9.19%0.55-21.02%3 - medium risk0.89$91,825.66
William Bernstein Sheltered Sam 40/6012-3.58%6.60%7.26%7.94%0.58-17.62%2 - low risk0.86$81,936.79
William Bernstein Sheltered Sam 30/7012-2.70%5.83%6.83%6.80%0.6-14.21%2 - low risk0.8$72,601.99
William Bernstein Sheltered Sam 20/8012-1.83%5.05%6.38%5.84%0.63-10.80%1 - very low risk0.69$63,884.40
William Bernstein Sheltered Sam 10/9012-0.95%4.26%5.90%5.16%0.63-7.39%1 - very low risk0.52$55,824.90
William Bernstein Sheltered Sam 100% Bonds2-0.08%3.46%5.40%4.88%0.57-3.99%1 - very low risk0.26$48,444.77
William Bernstein Young Yvonne Portfolio11-5.35%8.06%8.29%10.13%0.57-20.82%2 - low risk0.91$109,029.07
William Bernstein Charlie Cringe Portfolio4-2.92%6.55%7.11%8.26%0.55-15.61%2 - low risk0.97$78,560.57
William Bernstein Wendy Wonk Portfolio11-7.60%7.74%7.94%12.71%0.45-28.32%4 - high risk0.88$99,067.16
William Bernstein Between Charlie and Wendy Portfolio6-4.32%7.57%7.70%9.62%0.53-19.37%2 - low risk0.96$92,643.31
Goldman Sachs Target Date 2055 Portfolio10-8.03%10.09%8.48%15.36%0.43-35.20%5 - very high risk0.94$114,954.25
Goldman Sachs Target Date 2045 Portfolio12-7.59%9.88%8.46%14.58%0.44-33.25%4 - high risk0.94$114,466.39
Goldman Sachs Target Date 2035 Portfolio12-5.90%8.72%8.07%11.69%0.49-26.10%3 - medium risk0.94$102,602.09
Goldman Sachs Target Date 2025 Portfolio13-4.25%7.68%7.62%9.18%0.54-19.22%2 - low risk0.91$90,512.98
Robo Advisor Betterment 9011-9.24%9.81%8.73%16.15%0.43-35.97%5 - very high risk0.92$123,249.30
Robo Advisor Betterment 7010-7.18%8.54%8.34%12.90%0.47-27.45%4 - high risk0.92$110,497.55
Robo Advisor Betterment 5010-5.13%7.23%7.81%9.79%0.53-19.01%2 - low risk0.89$95,337.73
Robo Advisor Betterment 3012-2.70%5.22%6.76%6.51%0.62-9.88%1 - very low risk0.83$71,114.48
Robo Advisor Betterment 2012-1.38%4.02%6.08%5.00%0.69-5.10%1 - very low risk0.74$58,695.62
Robo Advisor Betterment 1012-0.05%2.79%5.36%3.97%0.78-0.82%1 - very low risk0.49$47,911.68
Robo Advisor Betterment 021.26%1.56%4.62%3.80%0.67-0.48%1 - very low risk0.05$38,762.57
Rick Ferri Total Economy Core-4 Portfolio Low-Risk4-2.08%4.86%6.54%5.16%0.75-3.84%1 - very low risk0.68$66,817.92
Rick Ferri Total Economy Core-4 Portfolio Conservative4-4.03%6.34%7.09%7.21%0.6-12.74%2 - low risk0.88$78,153.53
Rick Ferri Total Economy Core-4 Portfolio Moderate4-5.98%7.76%7.54%9.99%0.49-21.64%3 - medium risk0.92$88,454.32
Rick Ferri Total Economy Core-4 Portfolio Agressive4-7.94%9.12%7.86%13.04%0.43-30.53%4 - high risk0.92$96,658.59
Rick Ferri Global Markets Core-4 Low-Risk4-1.10%5.09%6.58%5.18%0.76-3.52%1 - very low risk0.76$67,630.48
Rick Ferri Global Markets Core-4 Conservative4-2.84%6.68%7.20%7.57%0.6-12.22%1 - very low risk0.95$80,453.23
Rick Ferri Global Markets Core-4 Moderate4-4.58%8.20%7.69%10.57%0.49-20.92%3 - medium risk0.98$92,424.63
Rick Ferri Global Markets Core-4 Aggressive4-6.31%9.67%8.06%13.79%0.43-29.62%4 - high risk0.98$102,325.27
Rick Ferri Inflation Fighter Core-4 Portfolio Low-Risk4-3.17%6.04%6.78%6.83%0.58-12.21%1 - very low risk0.65$71,544.28
Rick Ferri Inflation Fighter Core-4 Portfolio Conservative4-4.72%7.06%7.05%8.53%0.51-19.51%2 - low risk0.84$77,177.34
Rick Ferri Inflation Fighter Core-4 Portfolio Moderate4-6.27%8.02%7.20%10.99%0.43-26.80%4 - high risk0.9$80,618.53
Rick Ferri Inflation Fighter Core-4 Portfolio Aggressive4-7.82%8.93%7.24%13.81%0.37-34.10%5 - very high risk0.9$81,381.81
Rick Ferri Income Seeker Core-4 Portfolio Low-Risk4-3.20%7.45%7.39%7.70%0.6-13.38%2 - low risk0.72$84,908.24
Rick Ferri Income Seeker Core-4 Portfolio Conservative4-4.56%8.19%7.74%9.14%0.56-19.01%2 - low risk0.84$93,487.81
Rick Ferri Income Seeker Core-4 Portfolio Moderate4-5.92%8.90%8.01%11.00%0.51-24.65%3 - medium risk0.9$100,971.27
Rick Ferri Income Seeker Core-4 Portfolio Aggressive4-7.28%9.57%8.22%13.12%0.46-30.29%4 - high risk0.92$106,905.31
Rick Ferri Socially Conscious ESG Core-4 Portfolio Low-Risk4-1.91%5.93%7.10%6.02%0.73-5.13%1 - very low risk0.68$78,239.90
Rick Ferri Socially Conscious ESG Core-4 Portfolio Conservative4-3.44%7.31%7.59%7.98%0.61-13.43%2 - low risk0.91$89,764.19
Rick Ferri Socially Conscious ESG Core-4 Portfolio Moderate4-4.98%8.62%7.96%10.75%0.51-21.73%3 - medium risk0.97$99,441.33
Rick Ferri Socially Conscious ESG Core-4 Portfolio Aggressive4-7.57%8.84%7.29%13.56%0.38-32.48%4 - high risk0.91$82,540.47
3 Fund Portfolio 80/203-6.46%9.65%8.07%13.78%0.43-29.65%4 - high risk0.98$102,585.66
3 Fund Portfolio 60/403-4.88%8.15%7.71%10.57%0.5-20.97%3 - medium risk0.98$92,841.07
3 Fund Portfolio 40/603-3.30%6.60%7.22%7.61%0.6-12.30%2 - low risk0.94$80,927.86
3 Fund Portfolio 20/803-1.71%4.99%6.60%5.35%0.76-3.62%1 - very low risk0.73$68,085.89
3 Fund Portfolio Equal Weight3-6.63%7.81%7.16%11.67%0.41-24.56%3 - medium risk0.95$79,501.32
Meb Faber IVY 20 portfolio16-9.53%6.73%8.05%13.85%0.44-34.34%5 - very high risk0.76$102,050.67
Paul Merriman Ultimate Buy & Hold Strategy 201012-8.05%8.10%8.33%11.39%0.51-23.69%3 - medium risk0.83$110,415.22
FPL Capital Management Portfolio 109-1.07%4.19%6.43%4.87%0.82-2.08%1 - very low risk0.41$64,789.37
FPL Capital Management Portfolio 209-2.16%5.04%6.95%5.42%0.81-3.78%1 - very low risk0.65$75,167.30
FPL Capital Management Portfolio 309-3.17%5.88%7.46%6.41%0.75-8.19%1 - very low risk0.78$86,462.60
FPL Capital Management Portfolio 409-4.18%6.70%7.93%7.67%0.68-12.60%2 - low risk0.84$98,595.21
FPL Capital Management Portfolio 509-5.20%7.51%8.37%9.09%0.63-17.02%2 - low risk0.87$111,450.48
FPL Capital Management Portfolio 609-6.21%8.30%8.78%10.60%0.59-21.43%3 - medium risk0.88$124,868.36
FPL Capital Management Portfolio 709-7.23%9.07%9.16%12.17%0.56-25.85%3 - medium risk0.89$138,638.78
FPL Capital Management Portfolio 809-8.24%9.82%9.51%13.78%0.53-30.26%4 - high risk0.89$152,497.82
FPL Capital Management Portfolio 909-9.26%10.56%9.82%15.41%0.51-34.67%5 - very high risk0.88$166,124.77
FPL Capital Management Portfolio 1009-10.27%11.28%10.10%17.07%0.49-39.09%5 - very high risk0.88$179,140.61
Fundamentum Enhanced Index Focus Moderate5-4.10%8.82%8.19%10.92%0.53-21.63%3 - medium risk0.99$106,053.17
Fundamentum Enhanced Index Focus Growth6-8.08%8.78%7.00%14.63%0.34-34.52%5 - very high risk0.92$76,028.26
Assetbuilder.com Portfolio 511-1.53%4.27%6.50%4.71%0.78-1.97%1 - very low risk0.56$66,179.15
Assetbuilder.com Portfolio 612-2.66%5.27%7.14%6.05%0.7-6.82%1 - very low risk0.69$79,176.23
Assetbuilder.com Portfolio 714-3.92%6.24%7.66%7.71%0.63-12.11%1 - very low risk0.76$91,521.64
Assetbuilder.com Portfolio 814-5.36%7.15%8.09%9.73%0.56-17.83%2 - low risk0.78$103,199.04
Assetbuilder.com Portfolio 914-6.93%8.02%8.52%11.81%0.51-23.05%3 - medium risk0.77$116,331.42
Assetbuilder.com Portfolio 1012-8.13%8.81%8.81%13.92%0.47-28.59%4 - high risk0.76$126,033.03
Assetbuilder.com Portfolio 1112-9.66%9.81%9.50%16.13%0.47-33.43%4 - high risk0.76$152,226.40
Assetbuilder.com Portfolio 1211-11.13%10.79%10.17%18.51%0.47-38.45%5 - very high risk0.75$182,798.84
Alexander Green Gone Fishin' Portfolio10-7.97%8.67%8.23%14.03%0.43-30.72%4 - high risk0.84$107,304.68
Robo Advisor Wealthsimple Portfolio Conservative7-2.50%5.68%7.33%6.38%0.75-6.18%1 - very low risk0.76$83,471.98
Robo Advisor Wealthsimple Portfolio Balanced9-6.11%8.39%8.30%11.58%0.52-24.58%3 - medium risk0.95$109,381.53
Robo Advisor Wealthsimple Portfolio Growth9-8.68%9.66%8.68%16.19%0.43-36.24%5 - very high risk0.96$121,340.42
Robo Advisor WiseBanyan 90% stocks9-8.17%10.10%8.26%15.96%0.41-35.86%5 - very high risk0.95$108,040.45
Robo Advisor WiseBanyan 80% stocks9-7.34%9.61%8.20%14.36%0.43-32.22%4 - high risk0.95$106,400.63
Robo Advisor WiseBanyan 70% stocks9-6.47%9.05%8.09%12.73%0.46-28.37%4 - high risk0.95$103,035.68
Robo Advisor WiseBanyan 60% stocks9-5.62%8.52%7.95%11.23%0.49-24.77%3 - medium risk0.94$99,111.63
Robo Advisor WiseBanyan 50% stocks9-4.76%7.93%7.75%9.75%0.53-20.92%3 - medium risk0.92$93,863.28
Robo Advisor WiseBanyan 40% stocks9-3.93%7.30%7.53%8.41%0.57-16.94%2 - low risk0.89$88,247.02
Robo Advisor WiseBanyan 30% stocks9-3.09%6.58%7.25%7.19%0.62-12.93%2 - low risk0.82$81,568.12
Robo Advisor WiseBanyan 20% stocks9-2.06%5.73%6.84%6.05%0.67-8.80%1 - very low risk0.69$72,861.34
Robo Advisor WiseBanyan 13% stocks9-0.98%4.55%6.24%5.01%0.72-4.70%1 - very low risk0.54$61,449.77

 

*All returns are on a compound annual basis.
*Source data for all calculation can be found here.
*"stdev"  is the standard deviation. This measures how much the returns bounce around from year to year. A.K.A "risk" or "volatility. Bonds typically don't bounce around as much as stocks for example.
*Max drawdown is the largest decline the portfolio experienced in the years that we have tracked the portfolio.
*Mkt correlation describes how much the portfolio returns correlate with the S&P500.
*CAGR = Compound Annual Growth Rate. The compound annual growth rate isn't a true return rate, but rather a representational figure. It is essentially a number that describes the rate at which an investment would have grown if it had grown the same rate every year and the profits were reinvested at the end of each year.

Not all asset classes have data going back to 1989 - check this page to see which portfolios may have had asset classes substituted in order to be benchmarked to 1989.

18/12-2018 Christmas update!

97 portfolios have been added.

  • Added Robo advisor WiseBanyan portfolios.
  • Added additional robo advisor Betterment portfolio.
  • All of William Bernstein's portfolios from his books Four Pillars of Investing.
  • Added target date retirement fund portfolios from Goldman Sachs - supercomplex portfolios.
  • Added Assetbuilder.com portfolios.
  • Added and updated 3-fund portfolios with new asset allocations which were previously out of whack.
  • Added FPL capital management portfolios.
  • Added Alexander Green's Gone Fishin' Portfolio.
  • Added robo advisor WealthSimple portfolios "US Edition".
  • Added wealth advisor Fundamentum Portfolios.
  • Added Paul Merriman Ultimate Buy and Hold portfolio from 2010, which differes from the current.
  • Added A LOT of new Rick Ferri portfolios including all of his new Core-4 portfolios from his newly launched website.