Investment Portfolios

Portfolio Einstein is currently tracking 623 portfolios!

We keep adding great portfolios! We just added 291 portfolios along with dividends and expense ratio.

Name	See Portfolio	Asset class count	Year to date	Return in 2019	10 year return	CAGR since 1989 (%)	STDEV	Sharpe	Draw Down	Risk level	Expense ratio	Yield
S&P 500		1	-19.89%	31.46	13.52%	10.54	17.54%	0.52	-37.63%	5	0.04%	1.79%
60/40 Portfolio		2	-11.93%	21.97	9.68%	9.09	11.05%	0.61	-20.13%	2	0.03%	1.91%
Three Fund Portfolio (50-30-20)		3	-17.31%	23.6	9.14%	8.33	13.98%	0.45	-30.69%	4	0.05%	2.22%
Rick Ferri’s Core 4 fund Portfolio (60/40)		4	-12.59%	20.18	8.16%	8.22	10.32%	0.55	-21.41%	3	0.05%	2.24%
7Twelve Portfolio		12	-15.09%	18.56	6.15%	7.95	10.35%	0.53	-23.15%	3	0.16%	1.66%
David Swensen’s Portfolio		6	-15.17%	21.43	8.62%	8.99	11.53%	0.57	-25.96%	3	0.07%	2.05%
The Permanent Portfolio		4	1.26%	16.44	6.39%	6.97	5.84%	0.68	-3.15%	1	0.14%	1.28%
Tony Robbins / Ray Dalio Portfolio		5	1.59%	18.5	7.45%	8.41	7.43%	0.79	-3.71%	1	0.16%	1.67%
Merrimans Ultimate Portfolio		10	-27.95%	23.8	9.20%	9.13	17.74%	0.43	-41.07%	5	0.18%	2.80%
Meb Faber’s Ivy 5 Portfolio		5	-19.55%	21.32	6.08%	7.54	11.76%	0.45	-31.51%	4	0.22%	2.37%
Meb Faber’s Ivy 10 Portfolio		9	-21.16%	20.08	5.33%	7.95	13.53%	0.44	-34.87%	5	0.24%	2.55%
Bill Schultheis’ “Coffeehouse” Portfolio		7	-15.64%	19.27	8.50%	8.69	10.07%	0.6	-20.14%	2	0.07%	2.23%
Warren Buffett’s Portfolio		2	-17.64%	28.66	12.33%	10.06	15.79%	0.53	-32.67%	4	0.04%	1.76%
Index Fund Advisors, Portfolio 100		12	-29.90%	24.13	10.75%	10.53	17.77%	0.5	-39.62%	5	0.18%	2.40%
Index Fund Advisors, Portfolio 80		16	-23.58%	20.49	9.03%	9.46	14.19%	0.52	-30.83%	4	0.16%	2.28%
Index Fund Advisors, Portfolio 60		16	-17.24%	16.85	7.25%	8.25	10.65%	0.54	-22.03%	3	0.13%	2.14%
Index Fund Advisors, Portfolio 50		16	-14.07%	15.04	6.34%	7.6	8.91%	0.55	-17.64%	2	0.12%	2.07%
The Andrew Tobias Portfolio		3	-14.37%	20.26	7.58%	7.71	12.22%	0.44	-28.05%	4	0.04%	2.08%
The Talmud Portfolio		3	-14.71%	22.9	9.93%	9.51	10.85%	0.64	-24.00%	3	0.06%	2.41%
Muhammad El-Erian Portfolio		8	-17.46%	20.72	6.14%	8.4	13.16%	0.48	-31.14%	4	0.18%	2.32%
The Marc Faber Portfolio		6	-10.21%	20.71	7.41%	8.04	9.35%	0.56	-16.81%	2	0.12%	1.96%
Ted Aronson Family Taxable Portfolio		11	-16.08%	21.1	8.70%	8.86	13.09%	0.5	-26.33%	4	0.12%	1.93%
Allan Roth Second Grader High Risk Portfolio		3	-19.63%	25.81	10.07%	8.67	15.63%	0.44	-34.91%	5	0.05%	2.18%
Allan Roth Second Grader Medium Risk Portfolio		3	-12.42%	20.11	8.06%	8.08	10.70%	0.53	-21.56%	3	0.05%	2.17%
Allan Roth Second Grader Low Portfolio		3	-5.21%	14.41	5.94%	7.19	6.39%	0.71	-8.20%	1	0.04%	2.15%
Allan Roth Second Grader Five-Fund High Risk Portfolio		5	-19.18%	26.11	9.87%	8.83	14.87%	0.46	-34.20%	5	0.07%	2.19%
Allan Roth Second Grader Five-Fund Medium Risk Portfolio		4	-12.56%	20.03	8.02%	8.11	10.44%	0.54	-21.56%	3	0.05%	2.23%
Allan Roth Second Grader Five-Fund Low Risk Portfolio		4	-5.28%	14.37	5.91%	7.19	6.28%	0.72	-8.20%	1	0.04%	2.18%
Allan Roth Second Grader High Risk with CDs Portfolio		3	-19.80%	25.15	9.75%	8.36	15.59%	0.42	-35.21%	5	0.06%	2.11%
Allan Roth Second Grader Medium Risk with CDs Portfolio		3	-13.09%	17.48	6.78%	6.84	10.43%	0.42	-22.77%	3	0.09%	1.87%
Allan Roth Second Grader Low Risk with CDs Portfolio		3	-6.37%	9.81	3.71%	5.02	5.47%	0.42	-10.34%	1	0.11%	1.62%
Frank Armstrong Ideal Index Portfolio		7	-17.43%	18.54	7.10%	7.49	11.36%	0.44	-25.75%	3	0.09%	2.22%
Scott Adams Dilbert’s Portfolio		2	-22.88%	25.56	8.63%	10.92	22.46%	0.46	-44.87%	5	0.08%	2.46%
Scott Burns Couch Potato		2	-11.18%	19.48	8.56%	8.73	9.86%	0.63	-19.88%	2	0.05%	0.91%
Scott Burns Margaritaville		3	-15.40%	20.26	7.58%	7.71	12.22%	0.44	-28.05%	4	0.06%	1.61%
Scott Burns Four Square		4	-11.63%	17.09	6.75%	7.34	9.42%	0.5	-19.56%	2	0.07%	1.34%
Scott Burns Five Fold		5	-14.25%	19.46	7.86%	8.12	10.05%	0.54	-23.04%	3	0.08%	1.74%
Scott Burns Six Ways from Sunday		6	-20.48%	18.43	6.96%	8.62	11.06%	0.56	-26.35%	4	0.09%	2.16%
Scott Burns Seven Value Portfolio		7	-21.22%	19.51	7.78%	8.88	11.56%	0.56	-27.73%	4	0.08%	2.23%
Scott Burns Seven Value 2 Portfolio		8	-23.29%	19.9	8.31%	9.19	12.10%	0.57	-28.25%	4	0.09%	2.15%
Scott Burns Nine Emerging Portfolio		9	-23.43%	19.94	7.84%	9.54	13.53%	0.55	-30.97%	4	0.09%	2.26%
Scott Burns 10 Speed Portfolio		10	-23.94%	19.54	7.46%	9.14	13.88%	0.51	-32.27%	4	0.12%	2.49%
Larry Swedroe Simple Portfolio		6	-18.91%	17.0	7.57%	8.64	11.12%	0.55	-23.80%	3	0.12%	1.55%
Larry Swedroe, The Larry Portfolio 1		7	-7.27%	12.89	5.76%	7.36	6.90%	0.66	-7.67%	1	0.10%	2.06%
Larry Swedroe, The Larry Portfolio 2		3	-3.35%	10.32	5.22%	7.27	5.53%	0.82	-2.92%	1	0.13%	1.76%
Larry Swedroe, Eliminate Fat Tails Portfolio (value tilt)		4	-8.86%	10.75	4.05%	6.97	8.24%	0.53	-13.55%	2	0.10%	1.17%
Larry Swedroe Big Rocks Portfolio		11	-15.88%	16.34	6.94%	7.92	9.88%	0.54	-20.56%	3	0.11%	2.11%
William Bernstein’s No Brainer Portfolio		4	-18.39%	20.96	8.34%	8.06	12.88%	0.45	-27.62%	4	0.07%	1.91%
William Bernstein’s Cowards Portfolio		9	-14.71%	16.9	7.18%	8.1	9.82%	0.57	-19.94%	2	0.07%	1.98%
William Bernstein’s Four Pillars High Risk Portfolio		11	-18.41%	19.2	7.17%	8.25	12.36%	0.48	-27.41%	4	0.11%	2.36%
William Bernstein’s Four Pillars Medium Portfolio		6	-14.19%	17.56	7.58%	7.96	9.63%	0.56	-19.66%	2	0.06%	1.93%
William Bernstein’s Four Pillars Low Risk Portfolio		4	-9.70%	16.14	6.57%	7.3	8.29%	0.57	-15.91%	2	0.05%	1.83%
Rob Arnott’s Portfolio		8	-8.44%	16.42	5.76%	7.4	7.38%	0.64	-14.71%	2	0.18%	1.83%
The Global Market Portfolio, (GMP) CREDIT SUISSE		8	-7.51%	18.62	7.60%	8.36	8.82%	0.64	-15.60%	2	0.10%	2.11%
The Global Market Portfolio, Financial Engines 2007		15	-14.49%	20.24	8.12%	8.45	11.33%	0.54	-22.97%	3	0.09%	1.91%
Meb Faber’s Risk Parity Portfolio		7	-4.48%	14.19	5.21%	7.01	6.09%	0.7	-7.34%	1	0.14%	2.09%
Robo Advisor Betterment 100		6	-25.19%	25.66	9.73%	9.45	17.68%	0.45	-40.07%	5	0.08%	2.42%
Robo Advisor Betterment 80		10	-20.55%	22.09	8.59%	9.01	14.39%	0.48	-31.32%	4	0.08%	2.29%
Robo Advisor Betterment 60		10	-16.03%	18.57	7.43%	8.43	11.14%	0.54	-22.52%	3	0.09%	2.15%
Robo Advisor Betterment 40		11	-11.30%	14.75	6.08%	7.62	7.93%	0.62	-13.47%	2	0.10%	2.02%
Robo Advisor Wealthfront 100		7	-22.30%	23.46	8.12%	9.74	17.84%	0.46	-38.97%	5	0.10%	2.88%
Robo Advisor Wealthfront 80		7	-21.90%	23.85	9.16%	9.45	15.30%	0.49	-35.39%	5	0.09%	2.82%
Robo Advisor Wealthfront 60		7	-19.11%	22.2	8.76%	9.14	13.25%	0.52	-30.30%	4	0.10%	2.81%
Robo Advisor Wealthfront 40		7	-16.36%	20.59	8.41%	8.81	11.31%	0.56	-25.05%	3	0.11%	2.79%
Gibson Five Asset Classes		6	-19.57%	21.16	5.98%	7.54	11.96%	0.44	-32.05%	4	0.23%	2.28%
Harry Markowitz’s Father of Modern Portfolio Theory Portfolio		2	-9.61%	19.76	8.71%	8.66	9.51%	0.65	-15.92%	2	0.04%	1.95%
Rick Ferri Early Saver Moderate Basic Portfolio		4	-15.10%	22.13	8.91%	8.56	11.68%	0.53	-25.77%	3	0.05%	2.29%
Rick Ferri Early Saver Moderate Multi Asset Portfolio		11	-18.63%	21.16	9.04%	9.16	12.36%	0.55	-26.97%	4	0.14%	2.27%
Rick Ferri Midlife Moderate Basic Portfolio		4	-12.63%	20.24	8.21%	8.28	10.21%	0.56	-21.34%	3	0.05%	2.25%
Rick Ferri Midlifer Moderate Multi Asset Portfolio		11	-17.02%	19.62	8.50%	8.86	11.31%	0.56	-24.26%	3	0.16%	2.24%
Rick Ferri Transitional Moderate Basic Portfolio		5	-10.19%	18.14	7.38%	7.86	8.82%	0.59	-17.05%	2	0.05%	2.20%
Rick Ferri Transitional Moderate Multi Asset Portfolio		12	-14.40%	18.07	7.87%	8.48	9.93%	0.59	-20.61%	3	0.16%	2.21%
Rick Ferri Mature Retired Saver Moderate Basic Portfolio		6	-7.63%	15.46	6.34%	7.33	7.15%	0.65	-12.22%	1	0.05%	2.06%
Rick Ferri Mature Retired Saver Moderate Multi Asset Portfolio		10	-8.76%	14.93	6.29%	7.54	7.22%	0.67	-12.57%	2	0.06%	1.84%
Balanced Portfolio 10/90		2	-0.33%	10.92	4.71%	6.6	4.92%	0.86	-2.41%	1	0.04%	2.09%
Balanced Portfolio 20/80		2	-2.65%	13.13	5.73%	7.16	5.62%	0.83	-3.28%	1	0.04%	2.06%
Balanced Portfolio 30/70		2	-4.97%	15.34	6.74%	7.69	6.71%	0.77	-7.49%	1	0.04%	2.02%
Balanced Portfolio 40/60		2	-7.29%	17.55	7.73%	8.19	8.04%	0.7	-11.71%	1	0.04%	1.99%
Balanced Portfolio 50/50		2	-9.61%	19.76	8.71%	8.66	9.51%	0.65	-15.92%	2	0.04%	1.95%
Balanced Portfolio 70/30		2	-14.25%	24.18	10.63%	9.5	12.65%	0.58	-24.35%	3	0.03%	1.88%
Balanced Portfolio 80/20		2	-16.57%	26.39	11.57%	9.87	14.29%	0.55	-28.56%	4	0.03%	1.84%
Balanced Portfolio 90/10		2	-18.89%	28.6	12.50%	10.21	15.95%	0.53	-32.77%	4	0.03%	1.81%
Index Fund Advisors, Portfolio 90		16	-26.75%	22.15	9.73%	9.94	15.80%	0.51	-34.47%	5	0.17%	2.35%
Index Fund Advisors, Portfolio 70		16	-20.41%	18.62	8.06%	8.83	12.29%	0.52	-25.91%	3	0.15%	2.21%
Index Fund Advisors, Portfolio 40		16	-10.90%	13.32	5.45%	6.92	7.15%	0.58	-13.07%	2	0.11%	2.00%
Index Fund Advisors, Portfolio 30		16	-7.73%	11.55	4.55%	6.22	5.53%	0.62	-8.79%	1	0.10%	1.93%
Index Fund Advisors, Portfolio 20		16	-4.56%	9.79	3.64%	5.49	4.06%	0.68	-4.51%	1	0.08%	1.86%
Index Fund Advisors, Portfolio 10		16	-1.37%	8.02	2.71%	4.73	2.95%	0.79	-0.23%	1	0.07%	1.80%
Total US Stock Market		1	-21.21%	30.8	13.42%	10.51	17.62%	0.51	-37.00%	5	0.03%	1.77%
The Jack Bogle Portfolio		2	-11.93%	21.97	9.68%	9.09	11.05%	0.61	-20.13%	2	0.03%	1.91%
Paul Merriman’s Best-in-Class ETFs Portfolio (Aggressive)		12	-28.37%	23.53	9.40%	9.28	16.92%	0.45	-38.36%	5	0.19%	2.88%
Paul Merriman’s Best-in-Class ETFs Portfolio (Moderate)		15	-15.35%	16.44	6.88%	8.18	10.03%	0.55	-19.51%	2	0.13%	2.22%
Paul Merriman’s Best-in-Class ETFs Portfolio (Conservative)		15	-8.83%	12.9	5.53%	7.41	6.98%	0.67	-10.09%	1	0.11%	1.88%
Paul Merriman’s Target Date Portfolio (25 year old)		4	-35.55%	22.17	10.48%	10.83	17.85%	0.51	-36.46%	5	0.26%	2.03%
Paul Merriman’s Target Date Portfolio (35 year old)		11	-34.78%	22.49	10.50%	10.7	17.66%	0.51	-36.35%	5	0.24%	2.09%
Paul Merriman’s Target Date Portfolio (45 year old)		14	-30.82%	21.83	10.04%	10.24	16.12%	0.52	-33.39%	5	0.21%	2.14%
Paul Merriman’s Target Date Portfolio (55 year old)		14	-23.04%	19.47	8.82%	9.34	12.86%	0.54	-25.97%	3	0.15%	2.08%
Paul Merriman’s Target Date Portfolio (65 year old)		14	-13.12%	15.04	6.81%	8.11	8.50%	0.63	-14.21%	2	0.10%	1.84%
BlackRock LifePath Retirement Index Fund		6	-8.20%	16.32	6.64%	7.55	7.73%	0.63	-13.50%	2	0.05%	1.97%
BlackRock LifePath Index 2060 Fund (25 year old)		5	-21.79%	27.58	10.63%	9.02	15.93%	0.45	-38.83%	5	0.07%	2.44%
BlackRock LifePath Index 2050 Fund (35 year old)		6	-21.75%	27.6	10.65%	9.03	15.91%	0.46	-38.75%	5	0.07%	2.44%
BlackRock LifePath Index 2040 Fund (45 year old)		7	-19.44%	25.8	10.05%	8.87	14.48%	0.47	-34.50%	5	0.06%	2.35%
BlackRock LifePath Index 2030 Fund (55 year old)		7	-14.96%	22.03	8.71%	8.42	11.68%	0.52	-26.15%	3	0.06%	2.20%
BlackRock Model Portfolio 100% Stocks		2	-22.28%	26.81	9.91%	8.26	17.44%	0.39	-40.05%	5	0.06%	2.31%
BlackRock Model Portfolio 91% Stocks		3	-20.14%	25.01	9.25%	8.11	15.92%	0.4	-36.11%	5	0.06%	2.32%
BlackRock Model Portfolio 85% Stocks		3	-18.65%	24.05	9.03%	8.13	14.88%	0.41	-33.30%	5	0.05%	2.29%
BlackRock Model Portfolio 80% Stocks		4	-17.59%	23.0	8.67%	8.0	14.06%	0.42	-31.10%	4	0.06%	2.22%
BlackRock Model Portfolio 70% Stocks		4	-15.17%	21.41	8.32%	7.99	12.36%	0.46	-26.37%	4	0.05%	2.12%
BlackRock Model Portfolio 65% Stocks		4	-13.96%	20.67	8.18%	8.0	11.52%	0.49	-23.97%	3	0.05%	2.05%
BlackRock Model Portfolio 55% Stocks		4	-10.78%	17.97	7.28%	7.64	9.30%	0.54	-17.68%	2	0.06%	1.91%
BlackRock Model Portfolio 51% Stocks		4	-11.61%	18.72	7.48%	7.73	9.92%	0.52	-19.53%	2	0.05%	2.02%
BlackRock Model Portfolio 40% Stocks		4	-10.78%	17.97	7.28%	7.64	9.30%	0.54	-17.68%	2	0.06%	1.91%
BlackRock Model Portfolio 36% Stocks		4	-8.13%	16.25	6.88%	7.53	7.67%	0.63	-12.45%	2	0.05%	1.79%
BlackRock Model Portfolio 20% Stocks		4	-7.18%	15.54	6.65%	7.43	7.12%	0.66	-10.62%	1	0.05%	1.76%
BlackRock Model Portfolio 15% Stocks		4	-3.39%	12.46	5.46%	6.85	5.23%	0.8	-3.51%	1	0.05%	1.72%
BlackRock Model Portfolio 10% Stocks		3	-2.13%	11.81	5.36%	6.82	4.98%	0.86	-2.84%	1	0.05%	1.66%
Ben Stein Portfolio		7	-19.02%	21.41	7.86%	8.47	14.08%	0.46	-32.15%	4	0.08%	2.26%
JL Collins, Simple Path To Wealth, Wealth Building Portfolio		1	-21.21%	30.8	13.42%	10.51	17.62%	0.51	-37.00%	5	0.03%	1.77%
JL Collins, Simple Path To Wealth, Wealth Preservation Portfolio		2	-15.41%	25.28	11.10%	9.69	13.47%	0.56	-26.45%	4	0.03%	1.86%
Paul Merriman’s FundAdvice Ultimate Buy and Hold		13	-15.09%	16.61	6.77%	8.13	10.49%	0.53	-21.14%	3	0.13%	2.17%
Fidelity Freedom Index 2030 (55 year old)		6	-16.07%	23.0	9.05%	8.48	12.97%	0.48	-28.19%	4	0.06%	2.11%
Fidelity Freedom Index 2040 (45 year old)		5	-19.66%	25.93	10.10%	8.77	15.47%	0.45	-34.81%	5	0.06%	2.14%
Fidelity Freedom Index 2050 (35 year old)		5	-19.66%	25.93	10.10%	8.77	15.47%	0.45	-34.81%	5	0.06%	2.14%
Fidelity Freedom Index 2060 (25 year old and younger)		5	-19.66%	25.93	10.10%	8.77	15.47%	0.45	-34.81%	5	0.06%	2.14%
TD Ameritrade Core Portfolio Conservative		5	-4.24%	13.27	5.53%	6.93	5.73%	0.74	-6.02%	1	0.05%	2.02%
TD Ameritrade Core Portfolio Moderate		5	-7.82%	16.04	6.52%	7.39	7.64%	0.62	-12.77%	2	0.05%	2.07%
TD Ameritrade Core Portfolio Moderate Growth		5	-10.22%	17.89	7.17%	7.65	9.13%	0.55	-17.28%	2	0.05%	2.10%
TD Ameritrade Core Portfolio Growth		5	-15.01%	21.58	8.43%	8.08	12.32%	0.47	-26.28%	3	0.05%	2.16%
TD Ameritrade Core Portfolio Aggressive		5	-18.59%	24.43	9.42%	8.36	14.82%	0.43	-32.96%	4	0.05%	2.19%
Morningstar Conservative Retirement Saver Portfolio		7	-11.98%	18.17	7.58%	8.29	9.57%	0.6	-18.42%	2	0.05%	1.87%
Morningstar Moderate Retirement Saver Portfolio		5	-18.69%	23.47	9.51%	9.0	13.86%	0.5	-29.81%	4	0.05%	2.14%
Morningstar Aggressive Retirement Saver Portfolio		5	-22.81%	25.74	10.11%	8.98	16.27%	0.44	-36.46%	5	0.05%	2.20%
Vanguard Target Retirement 2030 (55 year old)		4	-15.21%	21.54	8.43%	8.05	12.38%	0.46	-26.38%	4	0.05%	2.09%
Vanguard Target Retirement 2040 (45 year old)		4	-18.70%	24.32	9.31%	8.29	14.86%	0.43	-33.10%	4	0.05%	2.18%
Vanguard Target Retirement 2050 (35 year old)		4	-19.83%	25.21	9.59%	8.34	15.68%	0.42	-35.27%	5	0.05%	2.21%
Vanguard Target Retirement 2060 (25 year old)		4	-19.86%	25.22	9.58%	8.33	15.69%	0.41	-35.33%	5	0.05%	2.21%
Merrill Lynch Edge Select Portfolio, Conservative		12	-4.07%	11.06	4.83%	6.41	5.03%	0.74	-5.24%	1	0.11%	1.86%
Merrill Lynch Edge Select Portfolio, Moderately Conservative		12	-7.29%	16.27	6.81%	7.9	7.90%	0.67	-12.84%	2	0.10%	2.08%
Merrill Lynch Edge Select Portfolio, Moderately		12	-11.00%	19.44	7.84%	8.52	10.35%	0.58	-20.21%	2	0.10%	2.17%
Merrill Lynch Edge Select Portfolio, Moderately Aggressive		12	-14.49%	22.48	8.79%	8.98	12.92%	0.53	-27.27%	4	0.09%	2.16%
Merrill Lynch Edge Select Portfolio, Aggressive		12	-17.92%	25.05	9.56%	9.32	15.28%	0.49	-33.52%	5	0.08%	2.11%
David Booth (DFA) Fixed Income Portfolio		4	2.93%	6.94	2.29%	4.39	3.20%	0.65	-0.18%	1	0.06%	1.73%
David Booth (DFA) Conservative Portfolio		15	-3.13%	10.55	4.09%	5.81	4.01%	0.78	-3.04%	1	0.08%	1.90%
David Booth (DFA) Moderate Portfolio		15	-9.19%	14.16	5.84%	7.11	6.83%	0.63	-12.14%	1	0.10%	2.07%
David Booth (DFA) Normal Portfolio		15	-15.25%	17.76	7.54%	8.29	10.09%	0.57	-21.24%	3	0.12%	2.24%
David Booth (DFA) Aggressive Portfolio		15	-21.32%	21.37	9.19%	9.34	13.47%	0.53	-30.35%	4	0.15%	2.41%
David Booth (DFA) Equity Portfolio		11	-27.38%	24.98	10.79%	10.24	16.91%	0.51	-39.45%	5	0.17%	2.58%
Rick Ferri’s Core 4 fund Portfolio (80/20)		4	-17.45%	24.01	9.55%	8.72	13.41%	0.49	-30.27%	4	0.05%	2.27%
Rick Ferri’s Core 4 fund Portfolio (40/60)		4	-7.72%	16.36	6.71%	7.6	7.47%	0.66	-12.56%	2	0.05%	2.20%
Rick Ferri’s Core 4 fund Portfolio (20/80)		4	-2.86%	12.54	5.22%	6.86	5.29%	0.81	-3.71%	1	0.04%	2.17%
Vanguard LifeStrategy Income Fund (20/80)		4	-3.44%	12.19	5.22%	6.7	5.14%	0.78	-3.73%	1	0.05%	1.77%
Vanguard LifeStrategy Conservative Growth (40/60)		4	-8.15%	15.93	6.54%	7.33	7.65%	0.6	-12.81%	2	0.05%	1.90%
Vanguard LifeStrategy Moderate Growth (60/40)		4	-12.87%	19.67	7.81%	7.84	10.75%	0.5	-21.87%	3	0.05%	2.03%
Vanguard LifeStrategy Growth Fund (80/20)		4	-17.51%	23.37	9.01%	8.21	14.01%	0.44	-30.80%	4	0.05%	2.15%
William Bernstein’s Sheltered Sam Portfolio		12	-15.02%	17.58	7.35%	8.26	9.78%	0.58	-21.03%	3	0.09%	1.83%
Tim Maurer Simple Money Portfolio		7	-14.52%	16.2	6.91%	7.84	10.10%	0.52	-18.84%	2	0.12%	2.33%
T. Rowe Price ActivePlus Portfolio, Model 10		5	-0.89%	10.08	5.64%	7.06	5.73%	0.8	-6.32%	1	0.11%	1.65%
T. Rowe Price ActivePlus Portfolio, Model 20		4	-3.27%	12.59	6.30%	7.35	6.69%	0.78	-9.72%	1	0.10%	1.72%
T. Rowe Price ActivePlus Portfolio, Model 30		4	-5.87%	14.44	7.07%	7.71	7.83%	0.7	-13.52%	1	0.09%	1.71%
T. Rowe Price ActivePlus Portfolio, Model 40		4	-8.19%	16.41	7.81%	8.28	9.34%	0.63	-17.97%	2	0.09%	1.78%
T. Rowe Price ActivePlus Portfolio, Model 50		4	-10.36%	18.3	8.58%	8.64	10.78%	0.58	-22.11%	2	0.08%	1.89%
T. Rowe Price ActivePlus Portfolio, Model 60		4	-12.59%	20.26	9.30%	8.95	12.24%	0.53	-26.22%	3	0.08%	1.99%
T. Rowe Price ActivePlus Portfolio, Model 70		4	-14.86%	22.21	9.97%	9.18	13.66%	0.5	-30.16%	3	0.07%	2.08%
T. Rowe Price ActivePlus Portfolio, Model 80		3	-17.16%	24.16	10.55%	9.39	15.12%	0.47	-34.21%	4	0.07%	2.14%
T. Rowe Price ActivePlus Portfolio, Model 90		3	-19.56%	26.09	11.16%	9.55	16.79%	0.45	-39.00%	5	0.06%	2.15%
T. Rowe Price ActivePlus Portfolio, Model 100		2	-21.95%	28.02	10.98%	8.97	17.30%	0.43	-39.12%	5	0.06%	2.15%
Schwab Target Date Index Fund 2030		8	-14.31%	21.28	8.51%	8.4	11.46%	0.53	-24.29%	3	0.05%	2.17%
Schwab Target Date Index Fund 2040		8	-18.01%	24.13	9.48%	8.86	13.92%	0.49	-31.01%	4	0.05%	2.21%
Schwab Target Date Index Fund 2050		8	-20.27%	25.77	10.01%	9.1	15.44%	0.47	-35.06%	5	0.06%	2.24%
Schwab Target Date Index Fund 2060		8	-21.42%	26.59	10.26%	9.2	16.22%	0.46	-37.12%	5	0.06%	2.26%
Schwab Managed Portfolio, Conservative Income		6	-1.42%	8.44	3.55%	5.68	4.19%	0.73	-1.95%	1	0.11%	1.71%
Schwab Managed Portfolio, Income With Growth		10	-5.73%	12.17	4.89%	6.4	5.32%	0.69	-8.25%	1	0.10%	1.88%
Schwab Managed Portfolio, Balanced		11	-10.91%	15.69	5.63%	7.16	8.08%	0.56	-17.18%	2	0.11%	2.06%
Schwab Managed Portfolio, Balanced With Growth		11	-15.37%	19.45	6.87%	7.85	10.88%	0.5	-25.01%	3	0.11%	2.18%
Schwab Managed Portfolio, Growth		9	-19.51%	22.39	7.80%	8.23	13.63%	0.45	-32.39%	4	0.11%	2.22%
Schwab Managed Portfolio, Aggressive Growth		7	-22.96%	24.8	8.80%	8.56	16.09%	0.42	-38.07%	5	0.10%	2.27%
Time.Inc Money Portfolio 1, Simple and Cheap		5	-13.02%	19.84	8.00%	8.11	10.12%	0.55	-21.51%	3	0.06%	2.16%
Time.Inc Money Portfolio 2, Tilt Toward Value		7	-13.95%	19.65	8.29%	8.38	9.99%	0.58	-20.85%	3	0.06%	2.14%
Gibson Four Asset Classes		4	-26.05%	23.22	6.36%	7.52	14.41%	0.39	-40.41%	5	0.27%	2.66%
Alpha Architect Robust		8	-17.86%	20.53	9.07%	9.96	12.09%	0.64	-29.32%	4	0.24%	2.15%
Meb Faber’s GTAA Conservative		11	-12.77%	18.06	6.09%	8.46	9.79%	0.62	-21.62%	3	0.22%	2.14%
Meb Faber’s GTAA Moderate		11	-19.14%	20.55	6.32%	8.77	12.65%	0.53	-31.93%	4	0.26%	2.30%
Meb Faber’s GAA		10	-8.13%	18.57	6.86%	7.95	8.39%	0.63	-15.76%	2	0.14%	1.97%
All Seasons Portfolio		8	1.20%	17.67	6.72%	8.17	7.34%	0.77	-4.03%	1	0.17%	1.77%
TrevH from Boglheads Portfolio		4	-28.94%	22.96	9.00%	8.4	17.41%	0.39	-40.81%	5	0.18%	2.77%
Morningstar Lifetime Allocation Index Aggressive, 2060		16	-24.55%	25.57	9.23%	9.29	16.96%	0.45	-39.62%	5	0.11%	2.32%
Morningstar Lifetime Allocation Index Aggressive, 2050		16	-24.46%	25.86	9.48%	9.34	16.82%	0.46	-39.37%	5	0.11%	2.28%
Morningstar Lifetime Allocation Index Aggressive, 2040		18	-24.11%	25.97	9.66%	9.39	16.54%	0.47	-38.72%	5	0.11%	2.25%
Morningstar Lifetime Allocation Index Aggressive, 2030		18	-21.31%	24.27	9.24%	9.23	14.71%	0.49	-33.93%	5	0.11%	2.18%
Morningstar Lifetime Allocation Index Aggressive, Income		18	-11.86%	17.4	6.97%	8.1	8.89%	0.62	-18.40%	2	0.10%	1.73%
Morningstar Lifetime Allocation Index Moderate, 2060		16	-23.56%	24.97	9.10%	9.26	16.27%	0.46	-37.83%	5	0.11%	2.30%
Morningstar Lifetime Allocation Index Moderate, 2050		16	-23.33%	25.14	9.29%	9.3	16.06%	0.47	-37.36%	5	0.11%	2.28%
Morningstar Lifetime Allocation Index Moderate, 2040		18	-21.84%	24.4	9.19%	9.24	15.07%	0.49	-34.80%	5	0.11%	2.23%
Morningstar Lifetime Allocation Index Moderate, 2030		18	-17.00%	21.12	8.17%	8.79	11.99%	0.54	-26.61%	4	0.10%	2.12%
Morningstar Lifetime Allocation Index Moderate, Income		18	-8.98%	15.07	6.04%	7.61	7.37%	0.67	-13.65%	2	0.09%	1.63%
Morningstar Lifetime Allocation Index Conservative, 2060		16	-21.54%	23.76	8.88%	9.19	15.06%	0.48	-34.26%	5	0.11%	2.30%
Morningstar Lifetime Allocation Index Conservative, 2050		16	-20.70%	23.46	8.88%	9.16	14.47%	0.49	-32.78%	4	0.10%	2.27%
Morningstar Lifetime Allocation Index Conservative, 2040		18	-17.04%	21.08	8.16%	8.82	12.12%	0.54	-26.55%	4	0.10%	2.21%
Morningstar Lifetime Allocation Index Conservative, 2030		18	-11.62%	17.22	6.83%	8.12	8.85%	0.63	-17.47%	2	0.10%	2.06%
Morningstar Lifetime Allocation Index Conservative, Income		18	-5.84%	12.5	5.00%	7.02	6.03%	0.73	-8.44%	1	0.09%	1.51%
Burton Malkiel Portfolio, Mid-Twenties		8	-20.29%	24.15	9.06%	9.53	15.43%	0.5	-34.90%	5	0.08%	2.50%
Burton Malkiel Portfolio, Late Thirties to Early Forties		8	-19.82%	23.96	9.09%	9.57	14.85%	0.51	-33.61%	5	0.08%	2.50%
Burton Malkiel Portfolio, Mid-Fifties		8	-19.01%	23.32	9.02%	9.55	13.69%	0.54	-31.08%	4	0.10%	2.56%
Burton Malkiel Portfolio, Late Sixties and Beyond		8	-17.10%	21.78	8.68%	9.27	11.74%	0.59	-26.51%	4	0.11%	2.55%
Dimensional 2030 Target Date Retirement Income Fund		8	-12.68%	18.8	7.29%	8.07	10.50%	0.54	-22.61%	3	0.05%	1.51%
Dimensional 2040 Target Date Retirement Income Fund		7	-18.23%	23.94	9.04%	8.65	14.65%	0.46	-32.21%	4	0.05%	2.20%
Dimensional 2050 Target Date Retirement Income Fund		7	-20.85%	26.49	10.02%	9.05	16.76%	0.44	-37.66%	5	0.05%	2.23%
Dimensional 2060 Target Date Retirement Income Fund		7	-20.85%	26.49	10.02%	9.05	16.76%	0.44	-37.66%	5	0.05%	2.23%
Dimensional Retirement Income Fund		7	-4.33%	11.03	4.45%	6.56	5.66%	0.69	-7.73%	1	0.06%	1.00%
Paul Merriman 2-Fund-Value-Portfolio		2	-31.73%	24.29	12.22%	10.66	16.70%	0.53	-36.25%	5	0.10%	2.13%
Paul Merriman 4-Fund-Portfolio		4	-29.00%	26.85	12.72%	10.71	16.85%	0.53	-35.26%	5	0.08%	1.85%
Paul Merriman 5-Fund-Value-Portfolio		5	-31.16%	21.75	9.99%	9.93	17.55%	0.47	-39.50%	5	0.28%	2.98%
7-Twelve Portfolio Age Based 50-60 by Craig Israelsen		12	-12.00%	15.27	5.06%	7.03	8.34%	0.53	-18.09%	2	0.16%	1.60%
7-Twelve Portfolio Age Based 60-70 by Craig Israelsen		12	-8.92%	11.99	3.96%	6.07	6.37%	0.53	-13.04%	2	0.15%	1.55%
7-Twelve Portfolio Age Based 70 Plus by Craig Israelsen		12	-5.83%	8.71	2.83%	5.07	4.51%	0.53	-8.00%	1	0.15%	1.49%
Dan Solin SuperSmart Portfolio, Low Risk		8	-3.80%	7.84	3.10%	5.68	4.20%	0.79	-2.62%	1	0.07%	1.71%
Dan Solin SuperSmart Portfolio, Medium-Low Risk		8	-10.25%	12.16	5.00%	7.04	6.91%	0.63	-11.84%	1	0.10%	1.92%
Dan Solin SuperSmart Portfolio, Medium		8	-16.69%	16.48	6.84%	8.27	10.15%	0.56	-21.07%	3	0.12%	2.14%
Dan Solin SuperSmart Portfolio, Medium-High Risk		8	-23.14%	20.81	8.63%	9.36	13.56%	0.53	-30.29%	4	0.15%	2.36%
Dan Solin SuperSmart Portfolio, High Risk		7	-29.59%	25.13	10.37%	10.31	17.04%	0.51	-39.51%	5	0.17%	2.57%
Dan Solin The Smartest ETF Portfolio, Low Risk		2	-2.37%	8.17	2.84%	5.17	4.06%	0.67	-3.19%	1	0.06%	1.65%
Dan Solin The Smartest ETF Portfolio, Medium-Low Risk		2	-7.39%	12.83	4.48%	5.99	6.98%	0.47	-12.98%	2	0.07%	1.80%
Dan Solin The Smartest ETF Portfolio, Medium Risk		2	-12.42%	17.48	6.05%	6.67	10.49%	0.4	-22.77%	3	0.07%	1.96%
Dan Solin The Smartest ETF Portfolio, Medium-High Risk		2	-17.44%	22.14	7.57%	7.18	14.15%	0.36	-32.56%	4	0.08%	2.11%
Dan Solin The Smartest ETF Portfolio, High Risk		1	-22.46%	26.79	9.04%	7.52	17.87%	0.34	-42.34%	5	0.09%	2.27%
Dan Solin The Smartest Index Portfolio, Low Risk		3	-2.79%	12.57	5.25%	6.86	5.37%	0.8	-3.71%	1	0.04%	2.13%
Dan Solin The Smartest Index Portfolio, Medium-Low Risk		3	-7.58%	16.43	6.77%	7.59	7.71%	0.64	-12.56%	2	0.04%	2.14%
Dan Solin The Smartest Index Portfolio, Medium Risk		3	-12.37%	20.3	8.22%	8.19	10.71%	0.54	-21.41%	3	0.04%	2.14%
Dan Solin The Smartest Index Portfolio, Medium-High Risk		3	-17.16%	24.16	9.63%	8.65	13.95%	0.47	-30.27%	4	0.05%	2.14%
Dan Solin The Smartest Index Portfolio, High Risk		2	-21.95%	28.02	10.98%	8.97	17.30%	0.43	-39.12%	5	0.05%	2.15%
TIAA-CREF Lifecycle 2030		6	-14.70%	22.01	8.89%	8.77	12.37%	0.53	-25.50%	3	0.04%	2.10%
TIAA-CREF Lifecycle 2040		4	-18.56%	25.19	10.04%	9.2	15.06%	0.48	-32.56%	4	0.04%	2.14%
TIAA-CREF Lifecycle 2050		4	-20.17%	26.5	10.51%	9.35	16.20%	0.47	-35.52%	5	0.04%	2.14%
TIAA-CREF Lifecycle 2060		4	-20.75%	26.95	10.66%	9.4	16.61%	0.47	-36.60%	5	0.04%	2.14%
TIAA-CREF Lifecycle Index Retirement Income		6	-7.94%	15.9	6.52%	7.65	7.83%	0.64	-13.27%	2	0.04%	1.86%
William Bernstein Taxable Ted 100% Stocks		4	-24.81%	27.65	11.33%	9.39	16.34%	0.47	-37.86%	5	0.06%	2.22%
William Bernstein Taxable Ted 90/10		5	-22.13%	25.53	10.60%	9.12	14.76%	0.48	-33.83%	5	0.06%	2.21%
William Bernstein Taxable Ted 80/20		5	-19.45%	23.41	9.85%	8.83	13.20%	0.5	-29.79%	4	0.06%	2.20%
William Bernstein Taxable Ted 70/30		5	-16.77%	21.29	9.10%	8.51	11.66%	0.52	-25.76%	3	0.06%	2.19%
William Bernstein Taxable Ted 60/40		5	-14.09%	19.17	8.33%	8.15	10.14%	0.55	-21.73%	3	0.05%	2.19%
William Bernstein Taxable Ted 50/50		5	-11.41%	17.05	7.55%	7.77	8.67%	0.58	-17.70%	2	0.05%	2.18%
William Bernstein Taxable Ted 40/60		5	-8.73%	14.93	6.76%	7.36	7.27%	0.63	-13.66%	2	0.05%	2.17%
William Bernstein Taxable Ted 30/70		5	-6.04%	12.82	5.96%	6.92	5.99%	0.68	-9.63%	1	0.05%	2.16%
William Bernstein Taxable Ted 20/80		5	-3.36%	10.7	5.14%	6.46	4.92%	0.74	-5.60%	1	0.04%	2.15%
William Bernstein Taxable Ted 10/90		5	-0.68%	8.58	4.30%	5.97	4.23%	0.77	-1.85%	1	0.04%	2.14%
William Bernstein Taxable Ted 100% Bonds		1	2.00%	6.46	3.46%	5.46	4.12%	0.7	-2.30%	1	0.04%	2.13%
William Bernstein Sheltered Sam 100% Stocks		10	-25.79%	25.71	10.65%	9.89	15.81%	0.51	-36.95%	5	0.12%	2.44%
William Bernstein Sheltered Sam 90/10		12	-23.39%	23.82	9.94%	9.56	14.41%	0.52	-33.64%	5	0.11%	2.32%
William Bernstein Sheltered Sam 80/20		12	-20.98%	21.92	9.21%	9.21	13.03%	0.54	-30.34%	4	0.11%	2.20%
William Bernstein Sheltered Sam 70/30		12	-18.58%	20.03	8.47%	8.83	11.67%	0.55	-27.03%	4	0.10%	2.08%
William Bernstein Sheltered Sam 60/40		12	-16.17%	18.14	7.73%	8.43	10.34%	0.57	-23.73%	3	0.09%	1.96%
William Bernstein Sheltered Sam 50/50		12	-13.77%	16.24	6.97%	8.0	9.06%	0.59	-20.42%	3	0.09%	1.84%
William Bernstein Sheltered Sam 40/60		12	-11.37%	14.35	6.19%	7.55	7.85%	0.62	-17.12%	2	0.08%	1.72%
William Bernstein Sheltered Sam 30/70		12	-8.96%	12.45	5.41%	7.08	6.75%	0.65	-13.81%	2	0.07%	1.60%
William Bernstein Sheltered Sam 20/80		12	-6.56%	10.56	4.62%	6.59	5.82%	0.67	-10.51%	1	0.07%	1.48%
William Bernstein Sheltered Sam 10/90		12	-4.16%	8.66	3.81%	6.08	5.16%	0.67	-7.20%	1	0.06%	1.36%
William Bernstein Sheltered Sam 100% Bonds		2	-1.75%	6.77	2.99%	5.54	4.87%	0.61	-3.90%	1	0.05%	1.24%
William Bernstein Young Yvonne Portfolio		11	-14.68%	18.91	8.00%	8.66	9.96%	0.61	-20.11%	2	0.09%	2.32%
William Bernstein Charlie Cringe Portfolio		4	-9.77%	16.19	6.64%	7.28	8.24%	0.57	-15.62%	2	0.05%	1.83%
William Bernstein Wendy Wonk Portfolio		11	-18.41%	19.2	7.17%	8.25	12.36%	0.48	-27.41%	4	0.11%	2.36%
William Bernstein Between Charlie and Wendy Portfolio		6	-14.26%	17.62	7.64%	7.94	9.59%	0.56	-19.38%	2	0.06%	1.93%
Goldman Sachs Target Date 2055 Portfolio		13	-25.70%	22.39	9.94%	9.5	16.00%	0.48	-37.34%	5	0.18%	3.17%
Goldman Sachs Target Date 2045 Portfolio		13	-25.66%	22.29	9.90%	9.48	15.95%	0.48	-37.21%	5	0.18%	3.17%
Goldman Sachs Target Date 2035 Portfolio		15	-19.18%	19.33	8.62%	8.96	12.14%	0.54	-27.51%	4	0.16%	2.94%
Goldman Sachs Target Date 2025 Portfolio		15	-14.45%	17.32	7.71%	8.56	9.73%	0.61	-20.51%	3	0.14%	2.75%
Robo Advisor Betterment 90		11	-22.87%	23.97	9.19%	9.29	16.17%	0.47	-36.12%	5	0.08%	2.36%
Robo Advisor Betterment 70		10	-18.25%	20.67	8.15%	8.92	13.17%	0.51	-28.06%	4	0.09%	2.21%
Robo Advisor Betterment 50		10	-13.84%	17.46	7.12%	8.47	10.39%	0.57	-20.24%	2	0.10%	2.09%
Robo Advisor Betterment 30		12	-8.08%	12.59	5.18%	7.19	6.89%	0.65	-10.91%	1	0.09%	1.92%
Robo Advisor Betterment 20		12	-4.82%	9.72	3.96%	6.3	5.10%	0.73	-5.81%	1	0.07%	1.81%
Robo Advisor Betterment 10		12	-1.52%	6.83	2.71%	5.37	3.77%	0.84	-0.72%	1	0.06%	1.70%
Robo Advisor Betterment 0		2	1.69%	3.98	1.47%	4.4	3.48%	0.72	0.00%	1	0.05%	1.60%
Rick Ferri Total Economy Core-4 Portfolio Low-Risk		4	-3.55%	12.21	5.05%	6.8	5.18%	0.8	-3.83%	1	0.05%	2.15%
Rick Ferri Total Economy Core-4 Portfolio Conservative		4	-9.10%	15.71	6.37%	7.47	7.31%	0.64	-12.81%	2	0.07%	2.17%
Rick Ferri Total Economy Core-4 Portfolio Moderate		4	-14.65%	19.21	7.64%	8.03	10.13%	0.54	-21.79%	3	0.08%	2.19%
Rick Ferri Total Economy Core-4 Portfolio Agressive		4	-20.20%	22.7	8.86%	8.47	13.21%	0.47	-30.77%	4	0.09%	2.22%
Rick Ferri Global Markets Core-4 Low-Risk		4	-3.33%	12.44	5.40%	6.8	5.19%	0.8	-3.44%	1	0.05%	1.81%
Rick Ferri Global Markets Core-4 Conservative		4	-8.04%	16.37	6.92%	7.52	7.62%	0.64	-12.15%	1	0.05%	1.89%
Rick Ferri Global Markets Core-4 Moderate		4	-12.74%	20.31	8.39%	8.12	10.63%	0.53	-20.86%	3	0.04%	1.97%
Rick Ferri Global Markets Core-4 Aggressive		4	-17.44%	24.24	9.80%	8.6	13.85%	0.47	-29.56%	4	0.04%	2.05%
Rick Ferri Inflation Fighter Core-4 Portfolio Low-Risk		4	-6.28%	14.26	5.64%	7.12	6.98%	0.62	-12.27%	1	0.10%	1.58%
Rick Ferri Inflation Fighter Core-4 Portfolio Conservative		4	-10.38%	17.45	6.66%	7.51	8.73%	0.55	-19.65%	2	0.10%	1.78%
Rick Ferri Inflation Fighter Core-4 Portfolio Moderate		4	-14.48%	20.63	7.63%	7.78	11.23%	0.47	-27.04%	4	0.10%	1.98%
Rick Ferri Inflation Fighter Core-4 Portfolio Aggressive		4	-18.59%	23.82	8.55%	7.93	14.07%	0.41	-34.42%	5	0.10%	2.18%
Rick Ferri Income Seeker Core-4 Portfolio Low-Risk		4	-8.08%	15.92	6.94%	7.58	8.21%	0.59	-16.15%	2	0.15%	2.88%
Rick Ferri Income Seeker Core-4 Portfolio Conservative		4	-12.49%	17.37	7.81%	7.99	9.45%	0.57	-21.07%	3	0.15%	3.08%
Rick Ferri Income Seeker Core-4 Portfolio Moderate		4	-16.90%	18.81	8.64%	8.34	11.14%	0.53	-26.00%	3	0.15%	3.27%
Rick Ferri Income Seeker Core-4 Portfolio Aggressive		4	-21.30%	20.26	9.44%	8.61	13.12%	0.49	-30.92%	4	0.16%	3.47%
Rick Ferri Socially Conscious ESG Core-4 Portfolio Low-Risk		4	-2.83%	13.73	5.98%	7.28	6.08%	0.76	-4.58%	1	0.09%	2.12%
Rick Ferri Socially Conscious ESG Core-4 Portfolio Conservative		4	-7.66%	17.35	7.36%	7.89	8.06%	0.65	-13.01%	2	0.07%	2.13%
Rick Ferri Socially Conscious ESG Core-4 Portfolio Moderate		4	-12.49%	20.96	8.68%	8.37	10.83%	0.55	-21.43%	3	0.06%	2.13%
Rick Ferri Socially Conscious ESG Core-4 Portfolio Aggressive		4	-17.75%	23.63	8.54%	7.95	13.79%	0.42	-32.68%	4	0.09%	2.33%
3 Fund Portfolio 80/20		3	-17.32%	24.29	9.78%	8.61	13.84%	0.47	-29.59%	4	0.04%	2.13%
3 Fund Portfolio 60/40		3	-12.49%	20.39	8.34%	8.15	10.62%	0.54	-20.90%	3	0.04%	2.13%
3 Fund Portfolio 40/60		3	-7.66%	16.5	6.84%	7.56	7.65%	0.64	-12.22%	1	0.04%	2.13%
3 Fund Portfolio 20/80		3	-2.83%	12.61	5.29%	6.85	5.34%	0.8	-3.54%	1	0.04%	2.13%
3 Fund Portfolio Equal Weight		3	-14.58%	20.63	7.88%	7.63	11.71%	0.45	-24.50%	3	0.04%	2.29%
Meb Faber IVY 20 portfolio		16	-22.35%	20.38	5.78%	8.3	14.34%	0.44	-35.66%	5	0.30%	2.26%
Paul Merriman Ultimate Buy & Hold Strategy 2010		12	-16.00%	18.07	7.47%	8.43	11.19%	0.53	-23.15%	3	0.17%	2.51%
FPL Capital Management Portfolio 10		9	-1.03%	10.27	4.49%	6.61	4.77%	0.87	-2.08%	1	0.05%	2.23%
FPL Capital Management Portfolio 20		9	-4.10%	11.84	5.29%	7.17	5.28%	0.86	-3.76%	1	0.07%	2.28%
FPL Capital Management Portfolio 30		9	-7.15%	13.4	6.08%	7.71	6.25%	0.8	-8.21%	1	0.09%	2.35%
FPL Capital Management Portfolio 40		9	-10.19%	14.96	6.86%	8.22	7.49%	0.73	-12.67%	2	0.10%	2.43%
FPL Capital Management Portfolio 50		9	-13.24%	16.52	7.62%	8.7	8.88%	0.68	-17.12%	2	0.12%	2.50%
FPL Capital Management Portfolio 60		9	-16.29%	18.08	8.37%	9.15	10.36%	0.64	-21.58%	3	0.13%	2.58%
FPL Capital Management Portfolio 70		9	-19.34%	19.64	9.10%	9.57	11.90%	0.6	-26.03%	3	0.15%	2.65%
FPL Capital Management Portfolio 80		9	-22.38%	21.2	9.83%	9.96	13.48%	0.57	-30.48%	4	0.16%	2.73%
FPL Capital Management Portfolio 90		9	-25.43%	22.76	10.54%	10.31	15.09%	0.55	-34.94%	5	0.18%	2.80%
FPL Capital Management Portfolio 100		8	-28.48%	24.32	11.24%	10.63	16.71%	0.53	-39.39%	5	0.19%	2.88%
Fundamentum Enhanced Index Focus Moderate		5	-12.54%	21.2	8.97%	8.63	10.97%	0.57	-21.57%	3	0.04%	1.93%
Fundamentum Enhanced Index Focus Growth		6	-18.70%	23.57	8.38%	7.64	14.79%	0.38	-34.75%	5	0.09%	2.16%
Assetbuilder.com Portfolio 5		11	-2.96%	10.12	4.29%	6.37	4.42%	0.81	-1.95%	1	0.12%	1.81%
Assetbuilder.com Portfolio 6		12	-6.35%	11.84	5.20%	7.18	5.82%	0.74	-6.66%	1	0.14%	1.87%
Assetbuilder.com Portfolio 7		14	-9.20%	13.78	6.02%	7.88	7.49%	0.68	-11.78%	1	0.15%	1.94%
Assetbuilder.com Portfolio 8		14	-12.78%	15.54	6.72%	8.34	9.44%	0.6	-17.59%	2	0.18%	2.04%
Assetbuilder.com Portfolio 9		14	-16.32%	17.11	7.44%	8.93	11.46%	0.56	-22.64%	3	0.20%	2.11%
Assetbuilder.com Portfolio 10		12	-19.87%	18.74	8.21%	9.58	13.49%	0.54	-28.00%	4	0.22%	2.20%
Assetbuilder.com Portfolio 12		12	-23.03%	20.36	8.97%	10.14	15.61%	0.52	-32.87%	4	0.25%	2.27%
Assetbuilder.com Portfolio 14		11	-26.05%	22.06	9.75%	10.75	17.88%	0.51	-37.91%	5	0.28%	2.33%
Alexander Green Gone Fishin’ Portfolio		10	-17.66%	21.44	7.74%	8.67	13.48%	0.48	-28.87%	4	0.14%	2.21%
Robo Advisor Wealthsimple Portfolio Conservative		7	-3.49%	13.68	5.76%	7.5	6.44%	0.77	-5.52%	1	0.08%	2.05%
Robo Advisor Wealthsimple Portfolio Balanced		9	-14.56%	20.84	8.22%	8.84	11.78%	0.56	-24.89%	3	0.09%	2.48%
Robo Advisor Wealthsimple Portfolio Growth		9	-20.71%	25.25	9.33%	9.25	16.22%	0.47	-36.27%	5	0.07%	2.42%
Robo Advisor WiseBanyan 90% stocks		9	-20.35%	25.51	9.78%	8.83	15.97%	0.44	-35.78%	5	0.06%	2.25%
Robo Advisor WiseBanyan 80% stocks		9	-18.30%	23.87	9.29%	8.73	14.39%	0.47	-32.10%	4	0.06%	2.24%
Robo Advisor WiseBanyan 70% stocks		9	-16.13%	22.12	8.74%	8.56	12.76%	0.49	-28.22%	4	0.07%	2.20%
Robo Advisor WiseBanyan 60% stocks		9	-14.08%	20.45	8.21%	8.37	11.28%	0.53	-24.59%	3	0.08%	2.19%
Robo Advisor WiseBanyan 50% stocks		9	-11.89%	18.66	7.61%	8.13	9.80%	0.57	-20.70%	3	0.09%	2.18%
Robo Advisor WiseBanyan 40% stocks		9	-9.59%	16.89	6.99%	7.86	8.46%	0.61	-16.69%	2	0.10%	2.12%
Robo Advisor WiseBanyan 30% stocks		9	-7.26%	15.03	6.31%	7.53	7.24%	0.66	-12.64%	2	0.10%	2.02%
Robo Advisor WiseBanyan 20% stocks		9	-4.86%	12.81	5.47%	7.07	6.08%	0.71	-8.49%	1	0.09%	1.92%
Robo Advisor WiseBanyan 13% stocks		9	-2.69%	10.14	4.34%	6.36	4.95%	0.75	-4.45%	1	0.07%	1.81%
PWL Capital Toronto (CA) 100% Stocks	Coming soon	4	-22.78%	24.87	8.57%	8.76	16.82%	0.42	-38.15%	5	0.03%	1.60%
PWL Capital Toronto (CA) 90% Stocks	Coming soon	6	-22.80%	22.99	8.15%	8.7	15.20%	0.45	-33.63%	5	0.03%	1.44%
PWL Capital Toronto (CA) 80% Stocks	Coming soon	5	-22.77%	21.2	7.79%	8.65	13.59%	0.48	-29.07%	4	0.03%	1.26%
PWL Capital Toronto (CA) 70% Stocks	Coming soon	5	-22.77%	19.41	7.41%	8.54	12.05%	0.52	-24.59%	3	0.02%	1.12%
PWL Capital Toronto (CA) 60% Stocks	Coming soon	5	-22.80%	17.53	6.95%	8.37	10.55%	0.56	-20.07%	2	0.02%	0.96%
PWL Capital Toronto (CA) 50% Stocks	Coming soon	5	-22.75%	15.74	6.54%	8.22	9.13%	0.62	-15.51%	2	0.02%	0.78%
PWL Capital Toronto (CA) 40% Stocks	Coming soon	5	-22.74%	13.94	6.11%	8.01	7.86%	0.69	-11.03%	1	0.01%	0.64%
PWL Capital Toronto (CA) 30% Stocks	Coming soon	5	-22.81%	12.05	5.58%	7.82	6.87%	0.76	-6.62%	1	0.01%	0.48%
PWL Capital Toronto (CA) 20% Stocks	Coming soon	5	-22.69%	10.25	5.13%	7.58	6.10%	0.83	-3.44%	1	0.01%	0.31%
PWL Capital Toronto (US) 100% Stocks	Coming soon	3	-22.26%	27.76	10.78%	9.39	17.67%	0.45	-39.44%	5	0.04%	2.18%
PWL Capital Toronto (US) 90% Stocks	Coming soon	4	-19.85%	25.83	10.11%	9.19	15.95%	0.47	-34.98%	5	0.04%	2.18%
PWL Capital Toronto (US) 80% Stocks	Coming soon	4	-17.40%	23.99	9.50%	9.01	14.25%	0.49	-30.48%	4	0.04%	2.17%
PWL Capital Toronto (US) 70% Stocks	Coming soon	4	-14.98%	22.06	8.80%	8.73	12.57%	0.52	-26.02%	3	0.04%	2.17%
PWL Capital Toronto (US) 60% Stocks	Coming soon	4	-12.56%	20.13	8.09%	8.41	10.92%	0.55	-21.56%	3	0.04%	2.16%
PWL Capital Toronto (US) 50% Stocks	Coming soon	4	-10.12%	18.29	7.45%	8.11	9.34%	0.6	-17.06%	2	0.04%	2.15%
PWL Capital Toronto (US) 40% Stocks	Coming soon	4	-7.70%	16.36	6.71%	7.73	7.84%	0.65	-12.61%	2	0.04%	2.15%
PWL Capital Toronto (US) 30% Stocks	Coming soon	4	-5.29%	14.41	5.94%	7.39	6.56%	0.73	-8.27%	1	0.04%	2.15%
PWL Capital Toronto (US) 20% Stocks	Coming soon	4	-2.84%	12.57	5.25%	7.0	5.49%	0.81	-3.77%	1	0.04%	2.13%
PWL Capital Layton-Guay Portfolios (CA) 30/70 Conservative	Coming soon	7	-15.04%	13.41	5.73%	7.24	6.80%	0.66	-10.38%	1	0.03%	1.14%
PWL Capital Layton-Guay Portfolios (CA) 40/60 Cautious	Coming soon	7	-17.06%	15.25	6.28%	7.55	8.15%	0.6	-14.78%	2	0.03%	1.28%
PWL Capital Layton-Guay Portfolios (CA) 50/50 Balanced	Coming soon	7	-18.68%	17.09	6.81%	7.82	9.61%	0.54	-19.19%	2	0.03%	1.43%
PWL Capital Layton-Guay Portfolios (CA) 60/40 Assertive	Coming soon	7	-20.02%	18.93	7.33%	8.06	11.14%	0.5	-23.60%	3	0.03%	1.57%
PWL Capital Layton-Guay Portfolios (CA) 70/30 Aggressive	Coming soon	7	-21.14%	20.77	7.83%	8.27	12.73%	0.47	-28.00%	4	0.04%	1.72%
PWL Capital Layton-Guay Portfolios (US) 30/70 Conservative	Coming soon	6	-7.11%	14.98	5.92%	6.92	6.62%	0.63	-11.48%	1	0.05%	2.28%
PWL Capital Layton-Guay Portfolios (US) 40/60 Cautious	Coming soon	6	-9.54%	16.83	6.62%	7.34	8.12%	0.57	-15.83%	2	0.05%	2.30%
PWL Capital Layton-Guay Portfolios (US) 50/50 Balanced	Coming soon	6	-11.97%	18.68	7.32%	7.72	9.72%	0.53	-20.18%	2	0.05%	2.32%
PWL Capital Layton-Guay Portfolios (US) 60/40 Assertive	Coming soon	6	-14.39%	20.54	8.00%	8.07	11.36%	0.5	-24.53%	3	0.05%	2.34%
PWL Capital Layton-Guay Portfolios (US) 70/30 Aggressive	Coming soon	6	-16.82%	22.39	8.67%	8.38	13.04%	0.47	-28.88%	4	0.05%	2.36%
PWL Capital Nancy And Her Team (CA), Conservative	Coming soon	7	-5.83%	12.49	4.58%	5.51	5.67%	0.47	-12.84%	2	0.05%	1.93%
PWL Capital Nancy And Her Team (CA), Cautious	Coming soon	7	-7.86%	14.29	5.23%	5.99	7.03%	0.45	-16.36%	2	0.05%	1.93%
PWL Capital Nancy And Her Team (CA), Balanced	Coming soon	7	-10.01%	16.09	5.88%	6.45	8.44%	0.44	-19.87%	2	0.05%	1.92%
PWL CPWL Capital Nancy And Her Team (CA), Assertive	Coming soon	7	-12.34%	17.88	6.51%	6.88	9.87%	0.44	-23.39%	3	0.04%	1.91%
PWL Capital Nancy And Her Team (CA), Aggressive	Coming soon	7	-14.84%	19.68	7.14%	7.29	11.32%	0.43	-26.91%	4	0.04%	1.91%
PWL Capital Nancy And Her Team (US), Conservative	Coming soon	6	-7.22%	13.28	5.19%	5.71	5.91%	0.48	-13.18%	2	0.05%	2.09%
PWL Capital Nancy And Her Team (US), Cautious	Coming soon	6	-9.46%	15.34	6.04%	6.26	7.36%	0.47	-16.82%	2	0.05%	2.14%
PWL Capital Nancy And Her Team (US), Balanced	Coming soon	6	-11.69%	17.4	6.89%	6.77	8.85%	0.46	-20.45%	3	0.05%	2.18%
PWL Capital Nancy And Her Team (US), Assertive	Coming soon	6	-13.94%	19.46	7.72%	7.26	10.37%	0.46	-24.09%	3	0.05%	2.23%
PWL Capital Nancy And Her Team (US), Aggressive	Coming soon	6	-16.18%	21.51	8.54%	7.73	11.90%	0.45	-27.73%	4	0.05%	2.28%
PWL Capital Passmore & Felix (CA), 40/60	Coming soon	6	-6.48%	15.16	5.69%	6.3	6.78%	0.51	-13.25%	2	0.05%	1.80%
PWL Capital Passmore & Felix (CA), 50/50	Coming soon	6	-8.60%	16.79	6.31%	6.79	8.22%	0.49	-16.94%	2	0.05%	1.78%
PWL Capital Passmore & Felix (CA), 60/40	Coming soon	6	-11.07%	18.5	6.93%	7.24	9.74%	0.48	-20.90%	3	0.04%	1.77%
PWL Capital Passmore & Felix (CA), 70/30	Coming soon	6	-13.66%	20.17	7.49%	7.62	11.24%	0.46	-24.84%	3	0.04%	1.75%
PWL Capital Passmore & Felix (CA), 80/20	Coming soon	6	-16.50%	21.87	8.05%	7.95	12.77%	0.45	-28.86%	4	0.04%	1.73%
PWL Capital Passmore & Felix (CA), 100/0	Coming soon	4	-23.05%	25.32	9.09%	8.42	15.91%	0.42	-37.19%	5	0.03%	1.69%
PWL Capital Passmore & Felix (US), 40/60	Coming sooon	5	-8.32%	16.25	6.53%	6.57	7.19%	0.52	-13.74%	2	0.05%	2.03%
PWL Capital Passmore & Felix (US), 50/50	Coming soon	5	-10.58%	18.16	7.36%	7.12	8.73%	0.51	-17.55%	2	0.05%	2.06%
PWL Capital Passmore & Felix (US), 60/40	Coming soon	5	-12.97%	20.15	8.19%	7.63	10.35%	0.49	-21.63%	3	0.05%	2.10%
PWL Capital Passmore & Felix (US), 70/30	Coming soon	5	-15.32%	22.09	8.96%	8.07	11.96%	0.48	-25.69%	3	0.05%	2.14%
PWL Capital Passmore & Felix (US), 80/20	Coming soon	5	-17.68%	24.07	9.73%	8.45	13.58%	0.46	-29.83%	4	0.04%	2.18%
PWL Capital Passmore & Felix (US), 100/0	Coming soon	3	-22.47%	28.07	11.18%	9.01	16.91%	0.44	-38.42%	5	0.04%	2.25%
Jim Lowell’s Sower’s Growth Portfolio	Coming soon	7	-24.85%	26.96	10.46%	9.62	17.45%	0.46	-40.16%	5	0.06%	2.24%
Bogle Tax Sheltered	Coming soon	5	-8.91%	18.01	7.87%	8.16	8.83%	0.63	-14.24%	2	0.05%	1.52%
Ben Stein’s 2007	Coming soon	6	-20.94%	22.71	8.91%	8.87	14.37%	0.48	-33.06%	4	0.08%	2.23%
Ben Stein Retirement	Coming soon	2	-20.89%	29.31	12.47%	11.42	14.60%	0.64	-35.43%	5	0.09%	2.56%
Coffeehouse Three ETF	Coming soon	3	-15.97%	18.62	7.23%	7.76	11.79%	0.46	-25.37%	3	0.15%	2.80%
Aronson Lazy Portfolio	Coming soon	11	-19.12%	22.08	8.50%	9.17	16.06%	0.46	-32.92%	4	0.11%	2.15%
Mad Money Machine MMM Do it Yourself Funds	Coming soon	8	-29.20%	23.39	9.89%	9.82	18.28%	0.46	-40.27%	5	0.23%	2.35%
MMM SMILER Funds	Coming soon	6	-27.82%	24.14	9.62%	10.01	18.52%	0.46	-40.57%	5	0.20%	2.39%
Bob Clyatt The Sandwich Portfolio	Coming soon	9	-13.16%	18.2	7.37%	8.17	10.12%	0.55	-20.55%	3	0.07%	2.07%
Bob Clyatt The Sandwich Portfolio Value Tilt	Coming soon	9	-14.32%	17.07	7.17%	8.06	9.98%	0.54	-20.34%	3	0.07%	2.25%
Bob Clyatt Rational Investing Portfolio	Coming soon	15	-16.33%	18.7	7.17%	8.45	11.21%	0.53	-24.26%	3	0.13%	2.20%
Gyroscopic Desert Portfolio	Coming soon	3	-4.77%	16.32	6.76%	7.58	6.47%	0.75	-7.46%	1	0.06%	1.81%
Portfoliocharts Golden Butterfly	Coming soon	5	-5.06%	18.9	7.93%	8.16	7.47%	0.7	-7.40%	1	0.12%	1.31%
Paul Boyer Permanent Portfolio (MMM)	Coming soon	5	-0.65%	14.47	5.18%	7.59	7.51%	0.63	-6.16%	1	0.15%	1.45%
Canadian Portfolio Manager Model Portfolios (CA) 20% Stocks	Coming soon	5	-22.58%	10.34	5.20%	7.57	6.07%	0.83	-3.36%	1	0.01%	0.32%
Canadian Portfolio Manager Model Portfolios (CA) 30% Stocks	Coming soon	5	-22.58%	12.23	5.73%	7.84	6.83%	0.77	-6.54%	1	0.01%	0.49%
Canadian Portfolio Manager Model Portfolios (CA) 40% Stocks	Coming soon	5	-22.58%	14.11	6.25%	8.09	7.89%	0.69	-11.04%	1	0.01%	0.65%
Canadian Portfolio Manager Model Portfolios (CA) 50% Stocks	Coming soon	5	-22.58%	15.99	6.75%	8.3	9.15%	0.63	-15.53%	2	0.02%	0.81%
Canadian Portfolio Manager Model Portfolios (CA) 60% Stocks	Coming soon	5	-22.58%	17.87	7.23%	8.49	10.54%	0.57	-20.03%	2	0.02%	0.97%
Canadian Portfolio Manager Model Portfolios (CA) 70% Stocks	Coming soon	5	-22.58%	19.76	7.70%	8.64	12.01%	0.53	-24.52%	3	0.02%	1.13%
Canadian Portfolio Manager Model Portfolios (CA) 80% Stocks	Coming soon	5	-22.58%	21.63	8.15%	8.76	13.54%	0.49	-29.02%	4	0.03%	1.29%
Canadian Portfolio Manager Model Portfolios (CA) 90% Stocks	Coming soon	5	-22.58%	23.52	8.59%	8.84	15.10%	0.46	-33.50%	5	0.03%	1.46%
Canadian Portfolio Manager Model Portfolios (CA) 100% Stocks	Coming soon	4	-22.58%	25.4	9.01%	8.9	16.70%	0.43	-38.00%	5	0.03%	1.62%
Canadian Portfolio Manager Model Portfolios (US) 20% Stocks	Coming soon	4	-2.84%	12.58	5.26%	6.96	5.45%	0.81	-3.71%	1	0.04%	2.13%
Canadian Portfolio Manager Model Portfolios (US) 30% Stocks	Coming soon	4	-5.25%	14.5	6.02%	7.39	6.53%	0.73	-8.15%	1	0.04%	2.14%
Canadian Portfolio Manager Model Portfolios (US) 40% Stocks	Coming soon	4	-7.67%	16.44	6.78%	7.79	7.86%	0.66	-12.58%	2	0.04%	2.14%
Canadian Portfolio Manager Model Portfolios (US) 50% Stocks	Coming soon	4	-10.09%	18.36	7.51%	8.15	9.34%	0.6	-17.02%	2	0.04%	2.14%
Canadian Portfolio Manager Model Portfolios (US) 60% Stocks	Coming soon	4	-12.51%	20.3	8.24%	8.48	10.91%	0.56	-21.44%	3	0.04%	2.14%
Canadian Portfolio Manager Model Portfolios (US) 70% Stocks	Coming soon	4	-14.92%	22.23	8.95%	8.78	12.53%	0.52	-25.88%	3	0.04%	2.14%
Canadian Portfolio Manager Model Portfolios (US) 80% Stocks	Coming soon	4	-17.34%	24.16	9.65%	9.05	14.20%	0.49	-30.31%	4	0.04%	2.14%
Canadian Portfolio Manager Model Portfolios (US) 90% Stocks	Coming soon	4	-19.76%	26.09	10.34%	9.27	15.88%	0.47	-34.73%	5	0.04%	2.15%
Canadian Portfolio Manager Model Portfolios (US) 100% Stocks	Coming soon	3	-22.17%	28.03	11.01%	9.46	17.58%	0.45	-39.17%	5	0.04%	2.15%
Canadian Couch Potato Model Portfolios (CA) Conservative	Coming soon	3	-22.46%	12.17	5.52%	7.56	6.60%	0.74	-6.92%	1	0.02%	0.45%
Canadian Couch Potato Model Portfolios (CA) Cautious	Coming soon	3	-22.46%	14.97	6.18%	7.78	8.27%	0.62	-13.85%	2	0.03%	0.68%
Canadian Couch Potato Model Portfolios (CA) Balanced	Coming soon	3	-22.46%	17.76	6.80%	7.92	10.34%	0.52	-20.78%	3	0.04%	0.91%
Canadian Couch Potato Model Portfolios (CA) Assertive	Coming soon	3	-22.46%	20.56	7.39%	7.99	12.61%	0.45	-27.71%	4	0.05%	1.14%
Canadian Couch Potato Model Portfolios (CA) Aggressive	Coming soon	3	-22.46%	23.35	7.94%	7.98	14.99%	0.4	-34.64%	5	0.05%	1.36%
Canadian Couch Potato Model Portfolios (US) Conservative	Coming soon	3	-5.22%	14.54	5.88%	7.13	6.34%	0.7	-8.56%	1	0.05%	2.12%
Canadian Couch Potato Model Portfolios (US) Cautious	Coming soon	3	-8.82%	17.45	6.93%	7.59	8.38%	0.59	-15.42%	2	0.05%	2.12%
Canadian Couch Potato Model Portfolios (US) Balanced	Coming soon	3	-12.43%	20.36	7.95%	7.97	10.71%	0.51	-22.28%	3	0.06%	2.11%
Canadian Couch Potato Model Portfolios (US) Assertive	Coming soon	3	-16.03%	23.28	8.94%	8.27	13.17%	0.46	-29.13%	4	0.06%	2.11%
Canadian Couch Potato Model Portfolios (US) Aggressive	Coming soon	3	-19.64%	26.19	9.90%	8.48	15.70%	0.42	-35.99%	5	0.07%	2.11%
Canadian Couch Potato The Über–Tuber Portfolio	Coming soon	9	-15.51%	16.16	6.13%	7.87	10.43%	0.51	-22.29%	3	0.12%	2.26%
Canadian Couch Potato The Über–Tuber Portfolio (US)	Coming soon	8	-17.89%	16.99	7.32%	8.24	10.59%	0.54	-22.85%	3	0.13%	2.73%
Robo Advisor Wealthsimple Risk Level 10	Coming soon	5	-31.65%	24.41	9.34%	9.37	15.70%	0.48	-32.87%	4	0.08%	2.37%
Robo Advisor Wealthsimple Risk Level 09	Coming soon	5	-28.62%	23.85	9.27%	9.41	14.73%	0.5	-29.71%	4	0.09%	2.35%
Robo Advisor Wealthsimple Risk Level 08	Coming soon	5	-25.68%	23.28	9.18%	9.43	13.80%	0.53	-26.56%	4	0.09%	2.33%
Robo Advisor Wealthsimple Risk Level 07	Coming soon	6	-23.59%	22.46	8.98%	9.34	12.97%	0.55	-24.22%	3	0.09%	2.29%
Robo Advisor Wealthsimple Risk Level 06	Coming soon	6	-19.29%	20.84	8.55%	9.11	11.36%	0.59	-19.49%	2	0.10%	2.22%
Robo Advisor Wealthsimple Risk Level 05	Coming soon	6	-17.20%	20.02	8.33%	8.99	10.60%	0.61	-17.15%	2	0.10%	2.18%
Robo Advisor Wealthsimple Risk Level 04	Coming soon	6	-12.90%	18.4	7.88%	8.71	9.16%	0.67	-12.42%	2	0.10%	2.10%
Robo Advisor Wealthsimple Risk Level 03	Coming soon	6	-12.25%	16.16	7.24%	8.05	7.65%	0.7	-9.74%	1	0.10%	1.96%
Robo Advisor Wealthsimple Risk Level 02	Coming soon	6	-11.84%	15.03	6.92%	7.71	6.92%	0.72	-8.28%	1	0.10%	1.89%
Robo Advisor Wealthsimple Risk Level 01	Coming soon	6	-9.32%	14.21	6.65%	7.53	6.42%	0.74	-6.08%	1	0.10%	1.86%
The Global Couch Potato Portfolio (CA Edition)	Coming soon	4	-22.77%	17.61	7.05%	8.01	10.11%	0.54	-19.50%	2	0.02%	0.95%
The Global Couch Potato Portfolio (US Edition)	Coming soon	3	-12.55%	20.22	8.19%	8.05	10.60%	0.53	-20.99%	3	0.04%	2.16%
Ram Balakrishnan Sleepy Portfolio (CA Edition)	Coming soon	8	-16.34%	20.01	7.14%	7.91	12.40%	0.45	-27.92%	4	0.05%	1.77%
Ram Balakrishnan Sleepy Portfolio (US Edition)	Coming soon	7	-17.32%	21.76	8.49%	8.32	12.88%	0.47	-28.70%	4	0.05%	2.12%
The Canonical Portfolio (CA) 90% Stocks	Coming soon	4	-22.77%	23.13	8.31%	8.14	14.56%	0.42	-32.72%	4	0.02%	1.43%
The Canonical Portfolio (CA) 80% Stocks	Coming soon	4	-22.77%	21.3	7.91%	8.13	13.03%	0.45	-28.31%	4	0.02%	1.27%
The Canonical Portfolio (CA) 70% Stocks	Coming soon	4	-22.77%	19.45	7.48%	8.08	11.54%	0.49	-23.90%	3	0.02%	1.11%
The Canonical Portfolio (CA) 60% Stocks	Coming soon	4	-22.77%	17.61	7.05%	8.01	10.11%	0.54	-19.50%	2	0.02%	0.95%
The Canonical Portfolio (CA) 50% Stocks	Coming soon	4	-22.77%	15.78	6.60%	7.9	8.78%	0.6	-15.09%	2	0.01%	0.79%
The Canonical Portfolio (CA) 40% Stocks	Coming soon	4	-22.77%	13.93	6.12%	7.76	7.57%	0.67	-10.68%	1	0.01%	0.63%
The Canonical Portfolio (CA) 30% Stocks	Coming soon	4	-22.77%	12.1	5.64%	7.6	6.58%	0.75	-6.28%	1	0.01%	0.48%
The Canonical Portfolio (US) 90% Stocks	Coming soon	3	-19.83%	25.97	10.25%	8.62	15.48%	0.44	-34.06%	5	0.04%	2.17%
The Canonical Portfolio (US) 80% Stocks	Coming soon	3	-17.40%	24.05	9.58%	8.47	13.82%	0.46	-29.70%	4	0.04%	2.16%
The Canonical Portfolio (US) 70% Stocks	Coming soon	3	-14.98%	22.14	8.89%	8.28	12.19%	0.49	-25.35%	3	0.04%	2.16%
The Canonical Portfolio (US) 60% Stocks	Coming soon	3	-12.55%	20.22	8.19%	8.05	10.60%	0.53	-20.99%	3	0.04%	2.16%
The Canonical Portfolio (US) 50% Stocks	Coming soon	3	-10.13%	18.3	7.47%	7.78	9.06%	0.57	-16.64%	2	0.04%	2.15%
The Canonical Portfolio (US) 40% Stocks	Coming soon	3	-7.70%	16.39	6.75%	7.49	7.62%	0.63	-12.28%	1	0.04%	2.15%
The Canonical Portfolio (US) 30% Stocks	Coming soon	3	-5.28%	14.47	6.00%	7.17	6.33%	0.71	-7.92%	1	0.04%	2.14%
Charles Ellis Portfolio Under 40 Years Old	Coming soon	1	-22.46%	26.79	9.04%	7.52	17.87%	0.34	-42.34%	5	0.09%	2.27%
Charles Ellis Portfolio 40 – 50 Years Old	Coming soon	2	-20.01%	24.99	8.57%	7.55	16.08%	0.36	-37.60%	5	0.09%	2.26%
Charles Ellis Portfolio 50 – 60 Years Old	Coming soon	2	-17.57%	23.18	8.09%	7.53	14.31%	0.38	-32.85%	4	0.08%	2.24%
Charles Ellis Portfolio 60 – 70 Years Old	Coming soon	2	-12.68%	19.56	7.07%	7.37	10.86%	0.45	-23.35%	3	0.07%	2.21%
Charles Ellis Portfolio 70 – 80 Years Old	Coming soon	2	-10.23%	17.75	6.55%	7.23	9.22%	0.5	-18.60%	2	0.07%	2.20%
Robo Advisor Fidelity GO Taxable Conservative	Coming soon	7	-5.10%	9.8	4.61%	5.65	4.51%	0.61	-6.76%	1	0.07%	1.47%
Robo Advisor Fidelity GO Taxable Moderate With Income	Coming soon	7	-7.32%	12.37	5.63%	6.33	5.97%	0.58	-11.07%	1	0.07%	1.58%
Robo Advisor Fidelity GO Taxable Moderate	Coming soon	7	-9.50%	14.72	6.50%	6.87	7.46%	0.55	-15.19%	2	0.07%	1.67%
Robo Advisor Fidelity GO Taxable Balanced	Coming soon	7	-11.68%	17.07	7.35%	7.38	9.02%	0.52	-19.31%	2	0.07%	1.76%
Robo Advisor Fidelity GO Taxable Growth With Income	Coming soon	7	-13.86%	19.42	8.19%	7.85	10.63%	0.51	-23.43%	3	0.07%	1.85%
Robo Advisor Fidelity GO Taxable Growth	Coming soon	7	-16.01%	21.55	8.88%	8.19	12.19%	0.48	-27.35%	4	0.07%	1.91%
Robo Advisor Fidelity GO Taxable Aggressive Growth	Coming soon	6	-19.26%	24.99	10.05%	8.76	14.63%	0.46	-33.38%	5	0.06%	2.02%
Robo Advisor Fidelity GO Tax-advantaged Conservative	Coming soon	7	-3.60%	10.73	4.49%	6.0	4.62%	0.73	-4.15%	1	0.05%	1.77%
Robo Advisor Fidelity GO Tax-advantaged Moderate With Income	Coming soon	7	-5.81%	13.3	5.51%	6.68	5.98%	0.67	-8.46%	1	0.05%	1.89%
Robo Advisor Fidelity GO Tax-advantaged Moderate	Coming soon	7	-8.15%	15.55	6.38%	7.19	7.41%	0.61	-12.84%	2	0.05%	1.95%
Robo Advisor Fidelity GO Tax-advantaged Balanced	Coming soon	7	-10.48%	17.81	7.25%	7.67	8.95%	0.57	-17.22%	2	0.05%	2.01%
Robo Advisor Fidelity GO Tax-advantaged Growth With Income	Coming soon	7	-12.81%	20.07	8.10%	8.11	10.54%	0.54	-21.60%	3	0.05%	2.07%
Robo Advisor Fidelity GO Tax-advantaged Growth	Coming soon	7	-15.26%	22.01	8.81%	8.38	12.12%	0.5	-26.05%	3	0.06%	2.06%
Robo Advisor Fidelity GO Tax-advantaged Aggressive Growth	Coming soon	6	-18.82%	25.26	10.00%	8.88	14.58%	0.47	-32.62%	4	0.06%	2.11%
Robo Advisor SigFig Taxable 15	Coming soon	5	-20.96%	23.95	8.33%	9.27	17.97%	0.44	-38.39%	5	0.07%	2.51%
Robo Advisor SigFig Taxable 14	Coming soon	6	-19.44%	22.67	7.92%	9.04	16.75%	0.44	-35.43%	5	0.07%	2.46%
Robo Advisor SigFig Taxable 13	Coming soon	7	-18.51%	22.05	7.79%	9.01	16.02%	0.45	-33.74%	5	0.07%	2.38%
Robo Advisor SigFig Taxable 12	Coming soon	7	-16.46%	20.96	7.65%	8.86	14.28%	0.48	-29.69%	4	0.06%	2.29%
Robo Advisor SigFig Taxable 11	Coming soon	7	-15.93%	20.71	7.63%	8.83	13.84%	0.49	-28.65%	4	0.06%	2.28%
Robo Advisor SigFig Taxable 10	Coming soon	7	-14.40%	19.95	7.57%	8.73	12.58%	0.52	-25.68%	3	0.06%	2.18%
Robo Advisor SigFig Taxable 09	Coming soon	7	-13.88%	19.7	7.55%	8.69	12.16%	0.53	-24.63%	3	0.06%	2.16%
Robo Advisor SigFig Taxable 08	Coming soon	7	-13.38%	19.44	7.52%	8.65	11.76%	0.54	-23.67%	3	0.06%	2.12%
Robo Advisor SigFig Taxable 07	Coming soon	7	-12.35%	18.84	7.38%	8.58	11.05%	0.56	-21.74%	3	0.06%	2.10%
Robo Advisor SigFig Taxable 06	Coming soon	7	-11.66%	18.28	7.18%	8.43	10.52%	0.57	-20.40%	3	0.06%	2.07%
Robo Advisor SigFig Taxable 05	Coming soon	7	-10.93%	17.8	7.06%	8.34	9.99%	0.59	-19.01%	2	0.06%	2.04%
Robo Advisor SigFig Taxable 04	Coming soon	8	-10.02%	17.06	6.85%	8.17	9.32%	0.61	-17.28%	2	0.06%	2.01%
Robo Advisor SigFig Taxable 03	Coming soon	8	-8.71%	15.68	6.30%	7.81	8.39%	0.62	-14.77%	2	0.06%	1.96%
Robo Advisor SigFig Taxable 02	Coming soon	8	-7.28%	14.1	5.78%	7.42	7.32%	0.65	-12.04%	1	0.06%	1.92%
Robo Advisor SigFig Taxable 01	Coming soon	8	-6.27%	12.97	5.37%	7.18	6.69%	0.68	-10.21%	1	0.06%	1.88%
Robo Advisor SigFig Tax Sheltered 17	Coming soon	6	-21.75%	24.09	8.40%	9.41	18.04%	0.44	-39.20%	5	0.08%	2.68%
Robo Advisor SigFig Tax Sheltered 16	Coming soon	7	-20.97%	23.46	8.22%	9.32	17.42%	0.45	-37.69%	5	0.08%	2.64%
Robo Advisor SigFig Tax Sheltered 15	Coming soon	7	-20.19%	22.89	8.06%	9.24	16.80%	0.45	-36.20%	5	0.08%	2.61%
Robo Advisor SigFig Tax Sheltered 14	Coming soon	7	-19.40%	22.53	8.05%	9.19	16.07%	0.46	-34.57%	5	0.08%	2.59%
Robo Advisor SigFig Tax Sheltered 13	Coming soon	7	-18.90%	22.17	7.94%	9.18	15.75%	0.47	-33.69%	5	0.08%	2.58%
Robo Advisor SigFig Tax Sheltered 12	Coming soon	8	-17.74%	21.35	7.73%	9.04	14.77%	0.48	-31.46%	4	0.08%	2.50%
Robo Advisor SigFig Tax Sheltered 11	Coming soon	8	-16.93%	20.61	7.45%	8.97	14.26%	0.49	-29.93%	4	0.08%	2.52%
Robo Advisor SigFig Tax Sheltered 10	Coming soon	8	-16.17%	20.24	7.43%	8.89	13.55%	0.5	-28.39%	4	0.08%	2.47%
Robo Advisor SigFig Tax Sheltered 09	Coming soon	8	-15.67%	19.88	7.32%	8.87	13.25%	0.5	-27.51%	4	0.08%	2.46%
Robo Advisor SigFig Tax Sheltered 08	Coming soon	8	-15.13%	19.38	7.15%	8.77	12.78%	0.51	-26.37%	4	0.08%	2.46%
Robo Advisor SigFig Tax Sheltered 07	Coming soon	8	-14.63%	19.02	7.03%	8.74	12.49%	0.52	-25.48%	3	0.08%	2.46%
Robo Advisor SigFig Tax Sheltered 06	Coming soon	8	-13.59%	18.16	6.75%	8.61	11.74%	0.53	-23.45%	3	0.08%	2.45%
Robo Advisor SigFig Tax Sheltered 05	Coming soon	8	-12.10%	17.22	6.50%	8.43	10.63%	0.56	-20.60%	3	0.08%	2.40%
Robo Advisor SigFig Tax Sheltered 04	Coming soon	8	-10.61%	16.28	6.37%	8.14	9.27%	0.6	-17.51%	2	0.08%	2.28%
Robo Advisor SigFig Tax Sheltered 03	Coming soon	8	-9.65%	15.58	6.14%	7.98	8.62%	0.62	-15.71%	2	0.08%	2.25%
Robo Advisor SigFig Tax Sheltered 02	Coming soon	8	-7.43%	14.16	5.74%	7.65	7.17%	0.69	-11.47%	1	0.08%	2.16%
Robo Advisor SigFig Tax Sheltered 01	Coming soon	8	-6.80%	13.57	5.51%	7.55	6.88%	0.71	-10.40%	1	0.08%	2.10%
Ellevest Wealthbuilding Portfolio 1	Coming soon	13	-12.98%	16.37	6.83%	7.52	9.61%	0.51	-20.29%	2	0.07%	1.92%
Ellevest Wealthbuilding Portfolio 2	Coming soon	14	-14.12%	17.44	7.20%	7.76	10.37%	0.5	-22.36%	3	0.07%	1.99%
Ellevest Wealthbuilding Portfolio 3	Coming soon	15	-15.30%	18.4	7.54%	8.07	11.22%	0.5	-24.55%	3	0.07%	2.08%
Ellevest Wealthbuilding Portfolio 4	Coming soon	14	-18.74%	21.43	8.54%	8.67	13.67%	0.48	-30.60%	4	0.07%	2.20%
Ellevest Wealthbuilding Portfolio 5	Coming soon	13	-19.86%	22.4	8.85%	8.84	14.47%	0.47	-32.58%	4	0.07%	2.23%
Ellevest Wealthbuilding Portfolio 6	Coming soon	13	-20.93%	23.57	9.28%	9.03	15.27%	0.47	-34.54%	5	0.06%	2.27%
Ellevest Wealthbuilding Portfolio 7	Coming soon	13	-19.86%	22.4	8.85%	8.84	14.47%	0.47	-32.58%	4	0.07%	2.23%
Ellevest Wealthbuilding Portfolio 8	Coming soon	13	-20.93%	23.57	9.28%	9.03	15.27%	0.47	-34.54%	5	0.06%	2.27%
Ellevest Wealthbuilding Portfolio 9	Coming soon	12	-22.10%	24.59	9.59%	9.19	16.10%	0.46	-36.54%	5	0.06%	2.32%
Ellevest Wealthbuilding Portfolio 10	Coming soon	13	-20.93%	23.57	9.28%	9.03	15.27%	0.47	-34.54%	5	0.06%	2.27%
Ellevest Wealthbuilding Portfolio 11	Coming soon	12	-22.10%	24.59	9.59%	9.19	16.10%	0.46	-36.54%	5	0.06%	2.32%
Ellevest Wealthbuilding Portfolio 12	Coming soon	12	-23.27%	25.6	9.87%	9.28	16.90%	0.45	-38.50%	5	0.06%	2.35%
Axos Invest 100% Stocks	Coming soon	3	-22.48%	27.17	10.27%	8.9	17.60%	0.42	-39.56%	5	0.04%	2.27%
Axos Invest 90% Stocks	Coming soon	9	-20.37%	25.54	9.79%	8.83	15.99%	0.44	-35.81%	5	0.06%	2.25%
Axos Invest 80% Stocks	Coming soon	9	-18.30%	23.87	9.29%	8.73	14.39%	0.47	-32.10%	4	0.06%	2.24%
Axos Invest 70% Stocks	Coming soon	9	-16.12%	22.12	8.74%	8.56	12.77%	0.49	-28.22%	4	0.07%	2.20%
Axos Invest 60% Stocks	Coming soon	9	-14.07%	20.42	8.20%	8.37	11.26%	0.53	-24.55%	3	0.08%	2.19%
Axos Invest 50% Stocks	Coming soon	9	-11.91%	18.68	7.62%	8.13	9.82%	0.56	-20.74%	3	0.09%	2.18%
Axos Invest 40% Stocks	Coming soon	9	-9.59%	16.89	6.99%	7.86	8.46%	0.61	-16.69%	2	0.10%	2.12%
Axos Invest 30% Stocks	Coming soon	9	-7.26%	15.03	6.31%	7.53	7.24%	0.66	-12.64%	2	0.10%	2.02%
Axos Invest 20% Stocks	Coming soon	9	-4.85%	12.78	5.46%	7.06	6.07%	0.71	-8.46%	1	0.09%	1.92%
Axos Invest 0% Stocks	Coming soon	5	0.31%	7.56	3.31%	5.72	4.65%	0.69	-2.42%	1	0.07%	1.70%
Gretchen Tai’s Portfolio	Coming soon	9	-16.44%	21.35	8.01%	8.46	13.18%	0.47	-29.26%	4	0.10%	2.51%
The Rip Van Winkle Portfolio John Bogle’s Tax Sheltered	Coming soon	5	-10.22%	19.13	8.27%	8.37	9.39%	0.62	-17.42%	2	0.06%	1.67%
The Rip Van Winkle Portfolio William Bernstein Taxable	Coming soon	5	-15.17%	19.94	8.84%	8.16	10.83%	0.52	-23.66%	3	0.11%	1.85%
Mark Hebner’s iShares Portfolio 25% Stocks	Coming soon	9	-6.16%	11.78	5.13%	7.13	6.11%	0.74	-6.79%	1	0.08%	1.94%
Mark Hebner’s iShares Portfolio 50% Stocks	Coming soon	9	-14.10%	16.71	7.13%	8.36	9.87%	0.59	-19.23%	2	0.11%	2.25%
Mark Hebner’s iShares Portfolio 75% Stocks	Coming soon	9	-22.03%	21.63	9.05%	9.36	14.11%	0.52	-31.67%	4	0.13%	2.56%
Mark Hebner’s iShares Portfolio 100% Stocks	Coming soon	7	-29.11%	23.86	9.97%	10.05	17.47%	0.48	-38.97%	5	0.15%	2.51%
Fidelity Target Allocation Index-Focused Model Portfolios 20% Stocks	Coming soon	6	-4.06%	11.37	4.73%	6.5	4.99%	0.8	-3.64%	1	0.05%	2.09%
Fidelity Target Allocation Index-Focused Model Portfolios 40% Stocks	Coming soon	7	-8.38%	15.85	6.49%	7.42	7.51%	0.64	-12.64%	2	0.05%	2.10%
Fidelity Target Allocation Index-Focused Model Portfolios 60% Stocks	Coming soon	7	-12.79%	20.14	8.12%	8.16	10.56%	0.54	-21.56%	3	0.05%	2.11%
Fidelity Target Allocation Index-Focused Model Portfolios 70% Stocks	Coming soon	7	-15.33%	22.08	8.82%	8.43	12.13%	0.51	-26.03%	3	0.06%	2.10%
Fidelity Target Allocation Index-Focused Model Portfolios 80% Stocks	Coming soon	6	-18.87%	25.16	9.96%	8.83	14.57%	0.47	-32.68%	4	0.06%	2.10%
SoFi Model Portfolios Taxable Conservative	Coming soon	3	-1.52%	7.08	3.64%	5.42	4.03%	0.67	-1.98%	1	0.08%	1.77%
SoFi Model Portfolios Taxable Moderately Conservative	Coming soon	6	-7.86%	12.63	5.46%	6.68	6.56%	0.59	-11.80%	1	0.07%	1.93%
SoFi Model Portfolios Taxable Moderate	Coming soon	6	-14.48%	18.8	7.24%	7.8	11.47%	0.47	-24.64%	3	0.07%	2.24%
SoFi Model Portfolios Taxable Moderately Aggressive	Coming soon	5	-18.62%	22.52	8.38%	8.25	14.77%	0.42	-32.90%	4	0.06%	2.30%
SoFi Model Portfolios Taxable/Retirement Aggressive	Coming soon	3	-22.89%	25.94	9.17%	8.53	18.17%	0.39	-40.75%	5	0.05%	2.43%
SoFi Model Portfolios Retirement Conservative	Coming soon	4	-0.89%	8.86	3.54%	6.26	4.82%	0.81	-2.58%	1	0.06%	2.22%
SoFi Model Portfolios Retirement Moderately Conservative	Coming soon	6	-7.86%	12.63	5.46%	6.68	6.56%	0.59	-11.80%	1	0.07%	1.93%
SoFi Model Portfolios Retirement Moderate	Coming soon	6	-14.48%	18.8	7.24%	7.8	11.47%	0.47	-24.64%	3	0.07%	2.24%
SoFi Model Portfolios Retirement Moderately Aggressive	Coming soon	5	-18.62%	22.52	8.38%	8.25	14.77%	0.42	-32.90%	4	0.06%	2.30%
Robo Advisor Betterment 2020 Taxable 100% Stocks	Coming soon	6	-25.41%	24.41	8.83%	8.57	17.62%	0.4	-40.33%	5	0.07%	2.63%
Robo Advisor Betterment 2020 Taxable 90% Stocks	Coming soon	10	-23.05%	23.03	8.54%	8.47	15.94%	0.42	-36.09%	5	0.08%	2.56%
Robo Advisor Betterment 2020 Taxable 80% Stocks	Coming soon	10	-20.78%	21.68	8.23%	8.36	14.33%	0.44	-31.95%	4	0.08%	2.49%
Robo Advisor Betterment 2020 Taxable 70% Stocks	Coming soon	10	-18.35%	20.24	7.86%	8.19	12.70%	0.46	-27.68%	4	0.08%	2.42%
Robo Advisor Betterment 2020 Taxable 60% Stocks	Coming soon	10	-15.98%	18.88	7.54%	8.11	11.18%	0.5	-23.54%	3	0.09%	2.34%
Robo Advisor Betterment 2020 Taxable 50% Stocks	Coming soon	11	-13.52%	17.39	7.11%	7.94	9.67%	0.55	-19.39%	2	0.09%	2.22%
Robo Advisor Betterment 2020 Taxable 40% Stocks	Coming soon	12	-11.02%	15.8	6.59%	7.7	8.25%	0.6	-15.35%	2	0.09%	2.07%
Robo Advisor Betterment 2020 Taxable 30% Stocks	Coming soon	12	-7.99%	13.4	5.62%	7.15	6.61%	0.66	-10.53%	1	0.08%	1.89%
Robo Advisor Betterment 2020 Taxable 20% Stocks	Coming soon	12	-4.88%	10.86	4.53%	6.49	5.13%	0.74	-5.62%	1	0.07%	1.73%
Robo Advisor Betterment 2020 Taxable 10% Stocks	Coming soon	12	-1.61%	8.04	3.30%	5.69	3.98%	0.84	-1.43%	1	0.07%	1.58%
Robo Advisor Betterment 2020 Taxable 0% Stocks	Coming soon	1	2.65%	3.51	1.14%	4.21	3.62%	0.62	0.00%	1	0.05%	1.49%
Robo Advisor Betterment 2020 Retirement 100% Stocks	Coming soon	6	-25.15%	24.64	8.87%	8.52	17.79%	0.4	-40.53%	5	0.07%	2.62%
Robo Advisor Betterment 2020 Retirement 90% Stocks	Coming soon	10	-23.13%	22.88	8.53%	8.42	15.94%	0.41	-36.24%	5	0.08%	2.54%
Robo Advisor Betterment 2020 Retirement 80% Stocks	Coming soon	10	-20.95%	21.37	8.21%	8.26	14.32%	0.43	-32.27%	4	0.08%	2.45%
Robo Advisor Betterment 2020 Retirement 70% Stocks	Coming soon	10	-18.60%	19.76	7.83%	8.04	12.67%	0.45	-28.17%	4	0.08%	2.35%
Robo Advisor Betterment 2020 Retirement 60% Stocks	Coming soon	10	-16.33%	18.23	7.49%	7.9	11.14%	0.49	-24.22%	3	0.09%	2.24%
Robo Advisor Betterment 2020 Retirement 50% Stocks	Coming soon	11	-13.96%	16.6	7.05%	7.69	9.61%	0.53	-20.24%	2	0.09%	2.10%
Robo Advisor Betterment 2020 Retirement 40% Stocks	Coming soon	12	-11.52%	14.92	6.51%	7.42	8.16%	0.57	-16.30%	2	0.09%	1.93%
Robo Advisor Betterment 2020 Retirement 30% Stocks	Coming soon	12	-8.46%	12.6	5.55%	6.89	6.49%	0.63	-11.42%	1	0.08%	1.76%
Robo Advisor Betterment 2020 Retirement 20% Stocks	Coming soon	12	-5.29%	10.17	4.47%	6.27	4.97%	0.71	-6.38%	1	0.08%	1.61%
Robo Advisor Betterment 2020 Retirement 10% Stocks	Coming soon	12	-1.94%	7.51	3.25%	5.52	3.81%	0.81	-1.21%	1	0.07%	1.49%
Robo Advisor Betterment 2020 Retirement 0% Stocks	Coming soon	1	2.65%	3.51	1.14%	4.21	3.62%	0.62	0.00%	1	0.05%	1.49%
Dimensional Fund Advisors Model Portfolios 0% Stocks Fixed	Coming soon	4	2.93%	6.94	2.29%	4.39	3.20%	0.65	-0.18%	1	0.06%	1.73%
Dimensional Fund Advisors Model Portfolios 20% Stocks Conservative	Coming soon	15	-3.12%	10.41	3.97%	5.7	4.05%	0.74	-3.12%	1	0.08%	1.89%
Dimensional Fund Advisors Model Portfolios 40% Stocks Moderate	Coming soon	15	-9.18%	13.88	5.59%	6.88	6.99%	0.59	-12.31%	2	0.10%	2.06%
Dimensional Fund Advisors Model Portfolios 60% Stocks Normal	Coming soon	15	-15.23%	17.35	7.16%	7.93	10.37%	0.52	-21.50%	3	0.12%	2.22%
Dimensional Fund Advisors Model Portfolios 80% Stocks Agressive	Coming soon	15	-21.28%	20.82	8.66%	8.85	13.88%	0.48	-30.69%	4	0.14%	2.38%
Dimensional Fund Advisors Model Portfolios 100% Stocks Equity	Coming soon	11	-27.34%	24.29	10.11%	9.62	17.43%	0.46	-39.88%	5	0.16%	2.55%
Bogleheads Guide to Investing – A Young Investor’s Asset Allocation	Coming soon	2	-16.57%	26.39	11.57%	9.87	14.29%	0.55	-28.56%	4	0.03%	1.84%
Bogleheads Guide to Investing – A Middle-Aged Investor’s Asset Allocation	Coming soon	5	-13.04%	20.89	8.82%	8.64	10.53%	0.59	-22.15%	3	0.04%	1.70%
Bogleheads Guide to Investing – An Investor in Early Retirement	Coming soon	4	-8.54%	16.51	6.90%	7.71	7.96%	0.64	-14.51%	2	0.04%	1.48%
Bogleheads Guide to Investing – An Investor in Late Retirement	Coming soon	3	-3.90%	12.91	5.59%	7.22	6.10%	0.76	-6.45%	1	0.05%	1.22%
Quit Like A Millionaire (CA) Portfolio	Coming soon	4	-10.39%	18.47	6.85%	7.63	9.91%	0.51	-20.21%	2	0.03%	1.80%
Quit Like A Millionaire (US) Portfolio	Coming soon	3	-12.55%	20.22	8.19%	8.05	10.60%	0.53	-20.99%	3	0.04%	2.16%
Quit Like A Millionaire (US) Yield Shield Portfolio	Coming soon	7	-16.64%	20.64	8.03%	7.79	11.13%	0.48	-27.26%	4	0.15%	2.99%
Robo Advisor J.P. Morgan You Invest Conservative	Coming soon	7	-20.20%	24.67	9.24%	9.1	16.28%	0.45	-35.70%	5	0.06%	2.32%
Robo Advisor J.P. Morgan You Invest Moderate	Coming soon	7	-16.65%	21.86	8.31%	8.76	13.70%	0.49	-28.96%	4	0.06%	2.28%
Robo Advisor J.P. Morgan You Invest Growth	Coming soon	7	-10.62%	17.29	6.79%	8.01	9.50%	0.58	-17.60%	2	0.05%	2.22%
Robo Advisor J.P. Morgan You Invest Aggressive	Coming soon	7	-4.57%	12.73	5.15%	7.05	5.92%	0.76	-6.28%	1	0.05%	2.16%
Robo Advisor Morgan Stanley Acces Investing Wealth Conservation	Coming soon	5	-3.79%	11.38	4.55%	6.6	5.22%	0.77	-4.03%	1	0.04%	2.18%
Robo Advisor Morgan Stanley Acces Investing Market Growth	Coming soon	8	-14.48%	19.18	7.09%	7.93	11.57%	0.48	-23.90%	3	0.05%	2.31%
Robo Advisor Morgan Stanley Acces Investing Opportunistic Growth	Coming soon	8	-18.24%	22.12	7.99%	8.27	14.29%	0.44	-31.21%	4	0.05%	2.36%
Robo Advisor Merrill Guided Investing Taxable Aggressive	Coming soon	8	-19.93%	25.23	10.38%	9.38	15.13%	0.5	-33.65%	5	0.06%	2.09%
Robo Advisor Merrill Guided Investing Taxable Moderately Aggressive	Coming soon	8	-16.39%	22.24	9.48%	8.89	12.60%	0.53	-27.44%	4	0.07%	1.98%
Robo Advisor Merrill Guided Investing Taxable Moderate	Coming soon	10	-12.89%	19.06	8.41%	8.31	10.17%	0.57	-21.22%	3	0.08%	1.90%
Robo Advisor Merrill Guided Investing Taxable Moderately Conservative	Coming soon	11	-9.41%	15.32	6.69%	7.52	7.93%	0.61	-14.90%	2	0.07%	1.98%
Robo Advisor Merrill Guided Investing Taxable Conservative	Coming soon	10	-4.65%	11.54	5.34%	6.44	5.13%	0.74	-6.19%	1	0.10%	1.58%
Robo Advisor Merrill Guided Investing Aggressive	Coming soon	10	-19.58%	25.22	10.18%	9.46	15.28%	0.5	-33.76%	5	0.06%	2.19%
Robo Advisor Merrill Guided Investing Moderate	Coming soon	10	-12.80%	20.2	8.50%	8.77	10.79%	0.59	-21.72%	3	0.08%	2.17%
Robo Advisor Merrill Guided Investing Conservative	Coming soon	10	-3.54%	11.1	4.92%	6.43	4.99%	0.78	-4.77%	1	0.10%	1.78%
William Bernstein’s The Small Investor’s Coward’s Portfolio (SICEI)	Coming soon	8	-26.17%	24.5	8.88%	8.59	18.33%	0.39	-41.54%	5	0.12%	2.61%
William Bernstein’s The Academic Coward’s Portfolio (ACEI)	Coming soon	4	-31.10%	21.69	9.28%	8.87	16.89%	0.42	-38.39%	5	0.29%	3.03%
Institute of Business and Finance Income Portfolio	Coming soon	4	-2.95%	10.62	4.62%	6.73	5.74%	0.69	-4.07%	1	0.16%	2.39%
American Institute of Individual Investors (AAII) Portfolio	Coming soon	5	-31.48%	25.59	12.20%	10.7	17.29%	0.52	-40.85%	5	0.24%	2.23%
Jonathan Clements’ Three Fund Global Portfolio	Coming soon	3	-12.40%	20.66	8.56%	8.31	10.66%	0.55	-20.78%	3	0.04%	2.10%
Jonathan Clements’ Eight Asset Class Index Fund	Coming soon	7	-17.91%	22.55	7.88%	8.04	13.23%	0.44	-30.71%	4	0.10%	2.08%
Middleton Monitored Play It Safe Portfolio	Coming soon	9	-18.50%	22.1	8.29%	8.1	12.39%	0.47	-29.40%	4	0.11%	2.06%
Standard & Poor’s Outlook Portfolio	Coming soon	8	-12.46%	19.14	7.63%	8.0	10.44%	0.53	-21.11%	3	0.05%	2.02%
John Wasik’s Autopilot Nano Investment	Coming soon	5	-13.88%	19.73	7.89%	8.15	9.86%	0.56	-22.57%	3	0.06%	2.05%
Richard Jenkins Simple ETF Strategy	Coming soon	5	-19.30%	23.37	8.31%	8.26	12.60%	0.48	-31.73%	4	0.12%	2.39%
Kiplinger’s Five-Fund ETF Portfolio for Growth	Coming soon	6	-19.65%	23.99	9.82%	9.03	14.22%	0.49	-31.31%	4	0.08%	2.00%
Kiplinger’s Five-Fund ETF Portfolio for Income	Coming soon	5	-11.81%	18.75	7.85%	7.98	9.43%	0.57	-18.92%	2	0.08%	2.02%
J. D. Steinhilber Conservative Growth	Coming soon		-7.74%	13.83	5.24%	6.72	6.76%	0.61	-12.25%	1	0.09%	1.76%
J. D. Steinhilber Moderate Growth	Coming soon	10	-9.81%	16.43	6.09%	7.59	8.83%	0.58	-17.23%	2	0.09%	1.82%
J. D. Steinhilber Aggressive Growth	Coming soon		-13.29%	19.54	7.34%	8.26	10.86%	0.54	-23.06%	3	0.09%	1.85%
David Jackson Low-Maintenance Five-Fund ETF Portfolio	Coming soon	11	-18.57%	22.16	7.97%	9.22	14.71%	0.49	-32.57%	4	0.07%	2.67%
David Jackson Ten-Fund ETF Core Portfolio	Coming soon		-13.60%	20.11	8.13%	9.17	11.06%	0.6	-22.50%	3	0.09%	2.04%
Larry Swedroe Model Portfolios Conservative	Coming soon	12	-9.65%	12.05	5.02%	6.76	6.73%	0.6	-11.68%	1	0.08%	1.90%
Larry Swedroe Model Portfolios Moderate	Coming soon	5	-15.80%	16.32	6.87%	7.85	9.96%	0.53	-20.82%	3	0.09%	2.11%
Larry Swedroe Model Portfolios Moderately Aggressive	Coming soon	10	-21.94%	20.59	8.68%	8.8	13.34%	0.49	-29.96%	4	0.11%	2.32%
Larry Swedroe Model Portfolios Highly Aggressive	Coming soon	10	-28.09%	24.86	10.43%	9.61	16.80%	0.47	-39.10%	5	0.12%	2.52%
Steven Schoenfeld’s Model ETF Portfolio Conservative	Coming soon	10	-7.72%	18.56	7.98%	8.59	8.06%	0.73	-13.87%	2	0.09%	1.87%
Steven Schoenfeld’s Model ETF Portfolio Moderate	Coming soon	10	-14.58%	23.72	10.00%	9.69	11.50%	0.63	-25.17%	3	0.08%	1.99%
Steven Schoenfeld’s Model ETF Portfolio Aggressive	Coming soon	9	-20.63%	27.29	11.05%	10.14	14.76%	0.55	-34.82%	5	0.07%	2.28%
Dr. Marvin Appel’s One-Decision Portfolio	Coming soon	8	-12.20%	16.74	7.40%	7.87	8.13%	0.64	-16.38%	2	0.10%	2.02%
Goldman Sachs Target Date Retirement Income Portfolio	Coming soon	9	-11.65%	16.06	7.11%	8.24	8.45%	0.65	-16.50%	2	0.13%	2.69%
Rob Arnott ETF.com model portfolio	Coming soon	7	-10.13%	16.79	5.99%	7.66	8.14%	0.61	-16.70%	2	0.22%	2.31%

* All returns are on a compound annual basis.
* Source data for all calculations is 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. It does not include intrayear events. This means that the portfolio could have suffered a worse decline than the above shows.
* Market 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.
* Dividends are the expected dividend yield you will get holding the portfolio. It is calculated by mulitplying the dividiend yidled for each asset in the portfolio with the percetage of the portoflio holding. Then summing them up.
* Expense ratio is the expected expense ratio for holding the portfolio. Data is based on the expense ratio for the ETF on this page.

Not all asset classes have data going back to 1989 (after 6/2-2020m this is less true due to a somewhat large update see here) – check this page to see which portfolios may have had asset classes substituted in order to be benchmarked to 1989.

INVESTMENT PORTFOLIOS

Recent Posts

About Portfolio Einstein

Advertiser Disclosure