Portfolio Performance of the Investment Portfolios

Portfolio Einstein is currently tracking over 800 portfolios!

Portfolio data was last updated on 11th of November 2022, 11:40 ET

NameSee PortfolioYear to dateReturn in 202110 year returnCAGR since 1989 (%)STDEVDraw DownExpense ratioYield %
Premium PortfolioPremium-20.9732.1413.211.8114.19-35.43%0.09%2.56
Premium PortfolioPremium-18.728.7816.5211.2817.02-37.63%0.03%1.55
Premium PortfolioPremium-19.6425.6716.2911.2517.13-37.00%0.03%1.38
Premium PortfolioPremium-19.6425.6716.2911.2517.13-37.00%0.03%1.38
Premium PortfolioPremium-23.9913.4911.0311.2121.77-44.87%0.07%2.26
Premium PortfolioPremium-12.028.1714.4711.1416.33-35.26%0.08%1.76
Premium PortfolioPremium-14.924.7511.8510.9917.36-36.46%0.26%2.03
Premium PortfolioPremium-14.7929.0213.1510.9916.81-40.85%0.24%2.21
Premium PortfolioPremium-20.620.711.4510.9317.33-37.91%0.27%2.33
Premium PortfolioPremium-7.8228.5713.4910.9116.25-36.25%0.10%2.07
Premium PortfolioPremium-15.1224.5111.8710.8817.17-36.35%0.24%2.07
Premium PortfolioPremium-19.3822.9214.9910.8515.51-32.77%0.03%1.46
Premium PortfolioPremium-16.6623.3812.4310.7717.23-39.62%0.18%2.38
Premium PortfolioPremium-16.7723.2312.7910.7716.25-39.39%0.19%2.8
Premium PortfolioPremium-17.3525.8415.0110.7115.32-32.67%0.03%1.54
Premium PortfolioPremium-21.722.5912.710.5614.3-34.82%0.07%2.2
Premium PortfolioPremium-17.8624.2311.8510.5516.53-39.51%0.17%2.53
Premium PortfolioPremium-17.0724.3912.5110.5216.4-39.45%0.17%2.51
Premium PortfolioPremium-19.1120.1613.6910.4213.89-28.56%0.03%1.53
Premium PortfolioPremium-19.1120.1613.6910.4213.89-28.56%0.03%1.53
Premium PortfolioPremium-15.0922.3711.2410.4115.65-33.39%0.20%2.08
Premium PortfolioPremium-16.7920.7211.8510.4114.67-34.94%0.18%2.74
MMM SMILER FundsComing soon!-22.2121.0111.3310.3417.93-40.57%0.20%2.35
Assetbuilder.com Portfolio 12Free-19.3418.4310.4110.2915.13-32.87%0.25%2.26
Mark Hebner Portfolio 100% StocksFree-15.5322.311.610.2916.94-38.97%0.15%2.47
William Bernstein Sheltered Sam 100% StocksFree-15.6623.8212.310.2115.32-36.95%0.11%2.36
JL Collins, Simple Path To Wealth, Wealth Preservation PortfolioFree-18.9818.7913.0310.1913.1-26.45%0.03%1.57
Alpha Architect RobustFree-13.517.6710.0510.1611.71-29.32%0.24%2.14
Mad Money Machine MMM Do it Yourself FundsComing soon!-17.7320.8711.7610.1417.7-40.27%0.22%2.31
Index Fund Advisors, Portfolio 90Free-16.2319.5611.2410.1315.32-34.47%0.17%2.32
T. Rowe Price ActivePlus Portfolio, Model 100Free-20.2823.5713.6510.0816.27-39.12%0.05%1.88
Jim Lowell Sower Growth PortfolioComing soon!-18.6520.4312.7610.0416.9-40.16%0.05%2.18
Canadian Portfolio Manager Model Portfolios (US) 100% StocksComing soon!-21.3920.6413.7810.0317.07-39.17%0.04%1.88
FPL Capital Management Portfolio 80Free-16.8118.2110.8910.0213.1-30.48%0.16%2.67
Steven Schoenfeld Model ETF Portfolio ModerateComing soon!-20.2119.3310.9410.011.14-25.17%0.07%1.92
Balanced Portfolio 70/30Free-18.8517.4112.379.9512.31-24.35%0.03%1.61
PWL Capital Toronto (US) 100% StocksFree-21.5820.1213.539.9517.15-39.44%0.04%1.92
Robo Advisor Wealthfront 100Free-23.9115.259.739.9417.28-38.97%0.08%2.68
Larry Swedroe Model Portfolios Highly AggressiveFree-17.123.8512.089.9416.28-39.10%0.12%2.47
TIAA-CREF Lifecycle 2060Free-21.1219.3913.219.9316.13-36.60%0.04%1.88
Paul Merriman 5-Fund-Value-PortfolioFree-15.2720.2911.39.9217.11-39.50%0.28%2.94
William Bernstein Taxable Ted 100% StocksFree-20.9724.6113.49.9115.82-37.86%0.06%2.07
Dimensional Fund Advisors Model Portfolios 100% Stocks EquityFree-16.6721.5112.149.916.89-39.88%0.16%2.47
Robo Advisor Merrill Guided Investing AggressiveComing soon!-17.9618.7612.379.8814.81-33.76%0.06%2.15
Burton Malkiel Portfolio, Late Thirties to Early FortiesFree-20.9816.6710.869.8714.39-33.61%0.07%2.19
TIAA-CREF Lifecycle 2050Free-21.0118.8712.979.8615.73-35.52%0.04%1.89
T. Rowe Price ActivePlus Portfolio, Model 90Free-20.3120.9712.669.8514.65-39.00%0.04%1.9
Burton Malkiel Portfolio, Mid-TwentiesFree-21.3616.810.929.8414.95-34.90%0.07%2.21
William Bernstein Sheltered Sam 90/10Free-14.9221.6211.369.8313.97-33.64%0.11%2.25
Burton Malkiel Portfolio, Mid-FiftiesFree-20.6716.4710.539.8213.26-31.08%0.08%2.18
Robo Advisor Merrill Guided Investing Taxable AggressiveComing soon!-17.1819.5712.599.8214.67-33.65%0.06%2.05
The Talmud PortfolioFree-21.6821.4910.559.8110.51-24.00%0.06%2.27
Robo Advisor Betterment 100Free-19.7118.8212.09.8117.12-40.07%0.07%2.28
Morningstar Lifetime Allocation Index Aggressive, 2040Free-18.7620.1211.799.7816.02-38.72%0.10%2.21
Merrill Lynch Edge Select Portfolio, AggressiveFree-21.1116.1811.859.7614.85-33.52%0.07%2.08
Canadian Portfolio Manager Model Portfolios (US) 90% StocksComing soon!-20.9518.3912.739.7615.42-34.73%0.04%1.9
Morningstar Lifetime Allocation Index Aggressive, 2050Free-19.0119.8711.629.7316.29-39.37%0.10%2.25
Robo Advisor Wealthfront 80Free-21.1817.8710.689.714.82-35.39%0.07%2.55
Assetbuilder.com Portfolio 10Free-18.3716.139.439.6913.07-28.00%0.22%2.19
Robo Advisor SigFig Tax Sheltered 17Free-23.8514.0710.429.6917.48-39.20%0.07%2.54
Schwab Target Date Index Fund 2060Free-20.8621.1612.669.6815.71-37.12%0.05%2.14
PWL Capital Toronto (US) 90% StocksFree-21.1317.8912.499.6715.48-34.98%0.04%1.95
Ellevest Wealthbuilding Portfolio 12Free-19.8618.5312.139.6716.37-38.50%0.06%2.19
Scott Burns Nine Emerging PortfolioFree-8.3621.038.799.6613.16-30.97%0.09%2.2
Morningstar Lifetime Allocation Index Aggressive, 2060Free-19.2219.4211.369.6616.42-39.62%0.11%2.28
TIAA-CREF Lifecycle 2040Free-20.7217.3512.259.6614.63-32.56%0.04%1.91
Morningstar Lifetime Allocation Index Moderate, 2050Free-18.8519.0511.289.6515.55-37.36%0.10%2.24
Robo Advisor Wealthsimple Risk Level 09Free-23.2512.7610.619.6514.28-29.71%0.08%2.25
Robo Advisor Wealthsimple Risk Level 08Free-23.9511.7410.299.6513.38-26.56%0.09%2.23
Robo Advisor Wealthsimple Portfolio GrowthFree-22.2717.0811.679.6415.72-36.27%0.06%2.23
Robo Advisor Wealthsimple Risk Level 10Free-22.5513.7710.939.6415.21-32.87%0.08%2.26
Index Fund Advisors, Portfolio 80Free-15.3718.4310.359.6213.76-30.83%0.15%2.24
Morningstar Lifetime Allocation Index Moderate, 2060Free-19.0518.7611.099.6115.75-37.83%0.10%2.27
PWL Capital Passmore & Felix (US), 100/0Free-21.3321.9813.889.6116.41-38.42%0.04%1.99
FPL Capital Management Portfolio 70Free-16.8315.79.939.611.56-26.03%0.15%2.6
T. Rowe Price ActivePlus Portfolio, Model 80Free-20.1418.5111.779.5813.29-34.21%0.04%1.93
William Bernstein Taxable Ted 90/10Free-20.122.1312.399.5814.3-33.83%0.06%2.02
Goldman Sachs Target Date 2055 PortfolioFree-13.719.5411.39.5815.55-37.34%0.17%3.1
Robo Advisor Betterment 90Free-19.3316.7311.159.5815.66-36.12%0.08%2.23
Robo Advisor SigFig Tax Sheltered 16Free-23.2813.6710.169.5816.87-37.69%0.07%2.51
Morningstar Lifetime Allocation Index Moderate, 2040Free-18.4618.311.019.5714.59-34.80%0.10%2.19
Dan Solin The Smartest Index Portfolio, High RiskFree-21.2920.4513.749.5716.8-39.12%0.05%1.88
Robo Advisor SigFig Taxable 15Free-23.0313.3310.539.5717.42-38.39%0.06%2.36
Morningstar Lifetime Allocation Index Aggressive, 2030Free-18.1218.2811.029.5614.24-33.93%0.10%2.14
Goldman Sachs Target Date 2045 PortfolioFree-13.6319.4611.259.5615.51-37.21%0.17%3.1
Schwab Target Date Index Fund 2050Free-20.5520.2112.269.5514.96-35.06%0.05%2.13
Dimensional 2050 Target Date Retirement Income FundFree-21.0919.0912.649.5516.26-37.66%0.05%2.04
Dimensional 2060 Target Date Retirement Income FundFree-21.0919.0912.649.5516.26-37.66%0.05%2.04
Ellevest Wealthbuilding Portfolio 9Free-19.5117.5811.689.5515.59-36.54%0.06%2.16
Ellevest Wealthbuilding Portfolio 11Free-19.5117.5811.689.5515.59-36.54%0.06%2.16
Mark Hebner Portfolio 75% StocksFree-15.0619.4710.359.5513.69-31.67%0.13%2.5
Paul Merriman Best-in-Class ETFs Portfolio (Aggressive)Free-19.4719.7711.049.5316.39-38.36%0.18%2.63
David Booth (DFA) Aggressive PortfolioFree-16.2219.1210.499.5313.06-30.35%0.14%2.35
Robo Advisor Wealthsimple Risk Level 07Free-23.910.899.919.5312.58-24.22%0.09%2.2
Dan Solin SuperSmart Portfolio, Medium-High RiskFree-15.3419.279.799.5113.17-30.29%0.14%2.32
Morningstar Lifetime Allocation Index Conservative, 2060Free-19.1616.8910.619.4914.58-34.26%0.10%2.27
Burton Malkiel Portfolio, Late Sixties and BeyondFree-19.0915.919.849.4911.37-26.51%0.08%2.12
Robo Advisor J.P. Morgan You Invest ConservativeComing soon!-21.7216.0811.569.4915.79-35.70%0.06%2.12
Robo Advisor SigFig Tax Sheltered 15Free-22.8313.259.919.4816.27-36.20%0.07%2.49
Paul Merriman Target Date Portfolio (55 year old)Free-14.4717.769.639.4712.48-25.97%0.15%2.0
Canadian Portfolio Manager Model Portfolios (US) 80% StocksComing soon!-20.5216.1311.679.4613.79-30.31%0.04%1.93
60/40 PortfolioFree-18.5814.6611.049.4510.75-20.13%0.03%1.68
The Jack Bogle PortfolioFree-18.5814.6611.049.4510.75-20.13%0.03%1.68
Morningstar Aggressive Retirement Saver PortfolioFree-20.3719.3712.559.4515.77-36.46%0.05%2.0
Morningstar Lifetime Allocation Index Conservative, 2050Free-18.8816.6510.539.4514.01-32.78%0.10%2.24
Axos Invest 100% StocksComing soon!-21.8619.2913.039.4417.08-39.56%0.04%2.03
William Bernstein Sheltered Sam 80/20Free-14.1719.4110.419.4312.62-30.34%0.10%2.14
Kiplinger Five-Fund ETF Portfolio for GrowthComing soon!-17.6318.4811.719.4313.78-31.31%0.07%1.9
David Jackson Low-Maintenance Five-Fund ETF PortfolioComing soon!-23.5815.469.259.4314.24-32.57%0.07%2.59
Aronson Lazy PortfolioComing soon!-21.6111.259.949.4215.58-32.92%0.10%2.09
Robo Advisor SigFig Tax Sheltered 14Free-22.5313.059.89.4215.56-34.57%0.07%2.46
PWL Capital Toronto (US) 80% StocksFree-20.6315.811.519.4113.83-30.48%0.04%1.96
Rick Ferri Early Saver Moderate Multi Asset PortfolioFree-19.5916.110.069.3911.97-26.97%0.14%2.17
Robo Advisor SigFig Tax Sheltered 13Free-22.4312.649.629.3915.26-33.69%0.07%2.46
Morningstar Moderate Retirement Saver PortfolioFree-19.6916.5411.429.3813.44-29.81%0.05%1.95
Canadian Portfolio Manager Model Portfolios (CA) 100% StocksComing soon!-17.9720.6411.69.3616.18-38.00%0.05%2.32
Ellevest Wealthbuilding Portfolio 6Free-19.0416.6511.219.3614.79-34.54%0.06%2.13
Ellevest Wealthbuilding Portfolio 8Free-19.0416.6511.219.3614.79-34.54%0.06%2.13
Ellevest Wealthbuilding Portfolio 10Free-19.0416.6511.219.3614.79-34.54%0.06%2.13
Merrimans Ultimate PortfolioFree-20.2319.8610.799.3517.2-41.07%0.17%2.76
Scott Burns Seven Value 2 PortfolioFree-5.8723.59.139.3511.82-28.25%0.09%2.09
Robo Advisor Wealthfront 60Free-20.7914.829.919.3312.83-30.30%0.08%2.53
Merrill Lynch Edge Select Portfolio, Moderately AggressiveFree-20.4913.2310.529.3212.55-27.27%0.08%2.14
Robo Advisor Fidelity GO Tax-advantaged Aggressive GrowthFree-19.4618.7512.139.3214.14-32.62%0.05%1.99
David Jackson Ten-Fund ETF Core PortfolioComing soon!-19.8913.28.699.3210.71-22.50%0.08%2.01
Allan Roth Second Grader Five-Fund High Risk PortfolioFree-21.1618.0512.09.314.43-34.20%0.07%1.98
Robo Advisor SigFig Taxable 14Free-22.0612.369.949.316.24-35.43%0.06%2.32
Fidelity Freedom Index 2040 (45 year old)Free-20.318.512.489.2915.03-34.81%0.06%1.9
Fidelity Freedom Index 2050 (35 year old)Free-20.318.512.489.2915.03-34.81%0.06%1.9
Fidelity Freedom Index 2060 (25 year old and younger)Free-20.318.512.489.2915.03-34.81%0.06%1.9
Robo Advisor WiseBanyan 90% stocksFree-21.2617.5512.129.2915.5-35.78%0.05%2.04
Axos Invest 90% StocksComing soon!-21.2717.5812.139.2915.51-35.81%0.05%2.04
Fidelity Target Allocation Index-Focused Model Portfolios 80% StocksComing soon!-19.1918.7712.099.2814.13-32.68%0.05%1.98
T. Rowe Price ActivePlus Portfolio, Model 70Free-19.816.010.789.2711.94-30.16%0.04%1.89
David Swensen PortfolioFree-19.817.529.579.2611.16-25.96%0.07%1.93
Schwab Target Date Index Fund 2040Free-19.9218.3211.459.2613.49-31.01%0.05%2.11
Robo Advisor Wealthsimple Risk Level 06Free-23.869.29.159.2611.02-19.49%0.09%2.14
Robo Advisor SigFig Taxable 13Free-21.4812.09.669.2615.53-33.74%0.06%2.24
Scott Burns 10 Speed PortfolioFree-9.0920.048.499.2413.51-32.27%0.12%2.44
Robo Advisor Betterment 80Free-18.7114.5810.259.2313.93-31.32%0.07%2.09
Canadian Portfolio Manager Model Portfolios (CA) 90% StocksComing soon!-17.6618.2910.89.2314.63-33.50%0.05%2.36
Robo Advisor SigFig Tax Sheltered 12Free-21.7812.119.239.2314.31-31.46%0.07%2.38
Robo Advisor Merrill Guided Investing Taxable Moderately AggressiveComing soon!-16.5616.5211.189.2312.21-27.44%0.06%1.94
Robo Advisor Fidelity GO Taxable Aggressive GrowthFree-18.9419.1912.219.2214.18-33.38%0.05%1.9
William Bernstein Taxable Ted 80/20Free-19.2219.6411.379.2112.78-29.79%0.06%1.98
Ben Stein 2007Coming soon!-18.3618.5510.769.2113.92-33.06%0.08%2.09
PWL Capital Toronto (CA) 100% StocksFree-17.8220.1111.139.216.29-38.15%0.05%2.41
Allan Roth Second Grader High Risk PortfolioFree-21.0317.712.449.1715.18-34.91%0.05%1.95
FPL Capital Management Portfolio 60Free-16.8613.198.959.1510.06-21.58%0.13%2.53
The Canonical Portfolio (US) 90% StocksComing soon!-20.8218.7212.79.1415.03-34.06%0.04%1.94
Robo Advisor SigFig Tax Sheltered 11Free-21.7111.158.89.1313.81-29.93%0.07%2.41
Rick Ferri Core 4 fund Portfolio (80/20)Free-21.1417.1811.339.1213.01-30.27%0.05%2.08
Ellevest Wealthbuilding Portfolio 5Free-18.5715.5410.629.1214.02-32.58%0.06%2.1
Ellevest Wealthbuilding Portfolio 7Free-18.5715.5410.629.1214.02-32.58%0.06%2.1
Robo Advisor WiseBanyan 80% stocksFree-20.6415.9711.239.1113.96-32.10%0.06%2.05
Canadian Portfolio Manager Model Portfolios (US) 70% StocksComing soon!-20.0813.8810.619.1112.17-25.88%0.04%1.95
Robo Advisor Wealthsimple Risk Level 05Free-23.828.358.769.1110.29-17.15%0.09%2.11
Axos Invest 80% StocksComing soon!-20.6415.9711.239.1113.96-32.10%0.06%2.05
TIAA-CREF Lifecycle 2030Free-19.7213.8410.519.112.02-25.50%0.04%1.91
Ted Aronson Family Taxable PortfolioFree-19.812.69.699.0912.69-26.33%0.11%1.88
Dan Solin The Smartest Index Portfolio, Medium-High RiskFree-20.4315.9911.659.0813.56-30.27%0.04%1.93
Canadian Portfolio Manager Model Portfolios (CA) 80% StocksComing soon!-17.3615.929.989.0813.12-29.02%0.06%2.39
Robo Advisor SigFig Taxable 12Free-20.6711.279.269.0813.84-29.69%0.06%2.16
Robo Advisor Betterment 70Free-18.7612.549.469.0712.76-28.06%0.08%2.11
Dimensional 2040 Target Date Retirement Income FundFree-19.9316.4711.39.0614.21-32.21%0.05%2.03
3 Fund Portfolio 80/20Free-20.2716.811.859.0613.44-29.59%0.04%1.91
PWL Capital Toronto (CA) 90% StocksFree-17.517.7810.339.0614.72-33.63%0.06%2.45
Scott Burns Couch PotatoFree-13.3715.529.499.059.57-19.88%0.04%0.71
PWL Capital Toronto (US) 70% StocksFree-20.1913.5710.459.0512.2-26.02%0.04%1.98
Robo Advisor SigFig Tax Sheltered 10Free-21.3111.028.689.0513.13-28.39%0.07%2.36
Robo Advisor J.P. Morgan You Invest ModerateComing soon!-20.6413.1110.119.0513.28-28.96%0.05%2.12
Rick Ferri Global Markets Core-4 AggressiveFree-20.0716.7811.99.0413.45-29.56%0.04%1.83
Robo Advisor SigFig Taxable 11Free-20.4911.19.179.0413.42-28.65%0.06%2.14
Dimensional Fund Advisors Model Portfolios 80% Stocks AgressiveFree-15.916.8110.29.0413.44-30.69%0.14%2.33
Rick Ferri Midlifer Moderate Multi Asset PortfolioFree-18.3814.279.29.0310.95-24.26%0.16%2.16
Meb Faber GTAA ModerateFree-13.721.37.329.0312.27-31.93%0.25%2.29
Morningstar Lifetime Allocation Index Conservative, 2040Free-18.1314.029.379.0311.73-26.55%0.09%2.18
Scott Burns Seven Value PortfolioFree-5.3922.498.549.0211.29-27.73%0.08%2.16
Robo Advisor Wealthsimple Portfolio BalancedFree-21.0711.289.379.0211.42-24.89%0.08%2.36
Canadian Couch Potato Model Portfolios (US) AggressiveComing soon!-20.7318.4812.519.0215.25-35.99%0.06%1.99
Larry Swedroe Model Portfolios Moderately AggressiveFree-14.7318.969.969.0212.94-29.96%0.11%2.27
Morningstar Lifetime Allocation Index Moderate, 2030Free-17.4414.689.399.0111.61-26.61%0.10%2.09
William Bernstein Sheltered Sam 70/30Free-13.4317.29.459.0111.31-27.03%0.09%2.02
Assetbuilder.com Portfolio 9Free-17.913.278.379.0111.11-22.64%0.20%2.1
Robo Advisor SigFig Tax Sheltered 09Free-21.2110.618.499.0112.83-27.51%0.07%2.36
SoFi Model Portfolios Taxable/Retirement AggressiveFree-22.716.911.878.9917.62-40.75%0.05%2.25
Robo Advisor Merrill Guided Investing ModerateComing soon!-17.4212.439.658.9910.46-21.72%0.08%2.14
Schwab Managed Portfolio, Aggressive GrowthFree-18.6620.3811.088.9815.58-38.07%0.09%2.19
Fundamentum Enhanced Index Focus ModerateFree-18.3613.6910.358.9610.67-21.57%0.04%1.72
Bogleheads Guide to Investing - A Middle-Aged Investor’s Asset AllocationComing soon!-17.5315.449.998.9610.21-22.15%0.04%1.52
William Bernstein The Small Investor Coward Portfolio (SICEI)Free-20.9118.1211.168.9517.75-41.54%0.12%2.54
Robo Advisor Wealthfront 40Free-20.1911.759.248.9410.95-25.05%0.08%2.47
Index Fund Advisors, Portfolio 70Free-15.0414.899.28.9411.92-25.91%0.14%2.18
Goldman Sachs Target Date 2035 PortfolioFree-15.1213.649.28.9411.8-27.51%0.15%2.9
PWL Capital Toronto (CA) 80% StocksFree-17.1315.599.68.9413.17-29.07%0.06%2.47
Robo Advisor SigFig Taxable 10Free-19.7210.758.928.9312.2-25.68%0.05%2.04
Harry Markowitz Father of Modern Portfolio Theory PortfolioFree-18.3211.919.718.929.25-15.92%0.04%1.76
Balanced Portfolio 50/50Free-18.3211.919.718.929.25-15.92%0.04%1.76
Ellevest Wealthbuilding Portfolio 4Free-18.2114.5810.168.9213.24-30.60%0.06%2.08
William Bernstein The Academic Coward Portfolio (ACEI)Free-14.9619.9910.518.9216.44-38.39%0.29%3.0
PWL Capital Passmore & Felix (CA), 100/0Free-17.7421.9711.68.915.4-37.19%0.05%2.45
The Canonical Portfolio (US) 80% StocksComing soon!-20.416.4311.658.913.42-29.70%0.04%1.96
T. Rowe Price ActivePlus Portfolio, Model 60Free-19.2213.529.738.8810.51-26.22%0.04%1.83
PWL Capital Passmore & Felix (US), 80/20Free-20.0917.1111.798.8813.18-29.83%0.04%1.97
Canadian Portfolio Manager Model Portfolios (CA) 70% StocksComing soon!-17.0513.589.158.8811.64-24.52%0.06%2.42
Robo Advisor SigFig Taxable 09Free-19.5410.588.838.8811.79-24.63%0.05%2.02
Robo Advisor SigFig Tax Sheltered 08Free-21.0410.18.218.8812.38-26.37%0.07%2.37
Jane Bryant Quinn PortfolioFree-19.716.8210.48.8811.27%-26.00%0.051.82
Rick Ferri Early Saver Moderate Basic PortfolioFree-20.8315.4210.268.8711.32-25.77%0.05%2.13
Fidelity Freedom Index 2030 (55 year old)Free-19.5615.1810.888.8712.6-28.19%0.05%1.91
Robo Advisor WiseBanyan 70% stocksFree-19.9414.2910.288.8712.38-28.22%0.07%2.05
Axos Invest 70% StocksComing soon!-19.9314.2810.288.8712.38-28.22%0.07%2.05
Robo Advisor Betterment 2020 Taxable 100% StocksComing soon!-19.3717.3311.048.8717.06-40.33%0.07%2.54
Allan Roth Second Grader High Risk with CDs PortfolioFree-19.3117.8812.218.8615.13-35.21%0.06%1.88
Alexander Green Gone Fishing PortfolioFree-18.9312.068.758.8613.06-28.87%0.14%2.15
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Robo Advisor SigFig Taxable 08Free-19.2510.488.748.8411.4-23.67%0.05%1.98
Robo Advisor SigFig Tax Sheltered 07Free-20.949.698.028.8412.09-25.48%0.07%2.37
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William Bernstein Taxable Ted 70/30Free-18.3517.1510.348.8211.29-25.76%0.06%1.94
Rick Ferri Total Economy Core-4 Portfolio AgressiveFree-19.4418.010.68.8212.8-30.77%0.09%2.22
Vanguard Target Retirement 2050 (35 year old)Free-21.2316.6311.958.8115.22-35.27%0.05%2.0
TD Ameritrade Core Portfolio AggressiveFree-20.7615.9811.618.814.39-32.96%0.05%1.98
Vanguard Target Retirement 2060 (25 year old)Free-21.2516.6311.958.815.24-35.33%0.05%2.0
Robo Advisor Wealthsimple Risk Level 04Free-23.786.667.988.788.9-12.42%0.09%2.05
SoFi Model Portfolios Retirement Moderately AggressiveFree-21.9913.2510.38.7814.48-32.90%0.06%2.32
Ben Stein PortfolioFree-14.5817.119.828.7713.63-32.15%0.07%2.14
William Bernstein Young Yvonne PortfolioFree-16.1913.558.658.779.64-20.11%0.08%2.27
PWL Capital Toronto (CA) 70% StocksFree-16.9313.268.858.7611.68-24.59%0.06%2.48
Fidelity Target Allocation Index-Focused Model Portfolios 70% StocksComing soon!-18.5315.0910.448.7611.76-26.03%0.05%2.01
Scott Burns Six Ways from SundayFree-5.2221.817.638.7510.81-26.35%0.08%2.09
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Robo Advisor SigFig Taxable 07Free-18.969.918.478.7410.72-21.74%0.05%1.96
Steven Schoenfeld Model ETF Portfolio ConservativeComing soon!-19.213.298.068.747.8-13.87%0.08%1.84
TrevH from Boglheads PortfolioFree-17.9920.911.18.7316.86-40.81%0.17%2.71
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Vanguard Target Retirement 2040 (45 year old)Free-20.9415.6511.518.7214.43-33.10%0.05%1.98
Merrill Lynch Edge Select Portfolio, ModeratelyFree-19.599.918.928.7210.06-20.21%0.09%2.15
PWL Capital Layton-Guay Portfolios (US) 70/30 AggressiveFree-20.8414.6110.398.7112.65-28.88%0.05%2.2
Robo Advisor Fidelity GO Tax-advantaged GrowthFree-18.4715.1210.448.7111.75-26.05%0.05%1.97
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Schwab Target Date Index Fund 2030Free-18.8814.9910.08.711.11-24.29%0.05%2.08
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Robo Advisor SigFig Tax Sheltered 06Free-20.678.777.558.6711.37-23.45%0.07%2.37
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Rick Ferri Income Seeker Core-4 Portfolio AggressiveFree-11.2217.429.848.6612.77-30.92%0.17%3.57
FPL Capital Management Portfolio 50Free-16.8810.687.968.668.62-17.12%0.12%2.47
PWL Capital Toronto (US) 60% StocksFree-19.7411.349.388.6610.61-21.56%0.04%2.01
Richard Jenkins Simple ETF StrategyComing soon!-18.6521.279.958.6612.2-31.73%0.12%2.26
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The Global Market Portfolio, Financial Engines 2007Free-18.6111.749.458.6410.97-22.97%0.08%1.89
Tony Robbins / Ray Dalio PortfolioFree-21.178.277.238.637.31-3.71%0.16%1.55
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Robo Advisor WiseBanyan 60% stocksFree-19.2612.659.368.6210.93-24.59%0.08%2.06
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Meb Faber GTAA ConservativeFree-15.5715.266.558.69.49-21.62%0.22%2.14
Meb Faber IVY 20 portfolioFree-12.4120.297.358.613.89-35.66%0.29%2.21
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Time.Inc Money Portfolio 2, Tilt Toward ValueFree-18.7213.789.198.579.67-20.85%0.06%2.03
William Bernstein Sheltered Sam 60/40Free-12.6815.08.488.5610.02-23.73%0.09%1.91
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Robo Advisor Betterment 2020 Taxable 80% StocksComing soon!-18.8913.889.828.5513.87-31.95%0.08%2.41
Robo Advisor Morgan Stanley Acces Investing Opportunistic GrowthComing soon!-20.5713.739.888.5513.85-31.21%0.05%2.29
Robo Advisor Betterment 60Free-17.6110.458.58.5410.79-22.52%0.07%1.88
PWL Capital Layton-Guay Portfolios (CA) 70/30 AggressiveFree-18.8514.429.428.5412.33-28.00%0.06%2.51
Robo Advisor Merrill Guided Investing Taxable ModerateComing soon!-15.7612.929.578.549.86-21.22%0.08%1.87
Rick Ferri Midlife Moderate Basic PortfolioFree-20.2212.899.278.539.9-21.34%0.05%2.12
Robo Advisor Fidelity GO Taxable GrowthFree-17.5915.8710.578.5311.82-27.35%0.05%1.82
J. D. Steinhilber Aggressive GrowthComing soon!-12.9913.439.038.5310.54-23.06%0.08%1.81
PWL Capital Toronto (CA) 60% StocksFree-16.6110.938.018.5210.22-20.07%0.07%2.52
Goldman Sachs Target Date 2025 PortfolioFree-16.5210.07.948.519.44-20.51%0.13%2.72
SoFi Model Portfolios Taxable Moderately AggressiveFree-20.8113.8510.38.514.22-32.90%0.05%2.1
Morningstar Conservative Retirement Saver PortfolioFree-17.0411.218.548.499.28-18.42%0.05%1.74
Robo Advisor Betterment 50Free-18.28.457.788.4910.06-20.24%0.09%2.03
Paul Merriman Ultimate Buy & Hold Strategy 2010Free-19.7310.748.038.4910.84-23.15%0.17%2.49
Middleton Monitored Play It Safe PortfolioComing soon!-14.5519.4510.098.4912.0-29.40%0.11%2.01
Rick Ferri Core 4 fund Portfolio (60/40)Free-20.112.429.278.4710.01-21.41%0.05%2.09
Robo Advisor SigFig Taxable 05Free-18.389.037.948.479.69-19.01%0.05%1.92
Robo Advisor SigFig Tax Sheltered 05Free-20.147.967.18.4710.3-20.60%0.07%2.33
Dan Solin The Smartest Index Portfolio, Medium RiskFree-19.5711.539.518.4610.41-21.41%0.04%1.98
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Robo Advisor Betterment 2020 Retirement 80% StocksComing soon!-18.4514.229.828.4613.86-32.27%0.08%2.37
The Global Market Portfolio, (GMP) CREDIT SUISSEFree-23.037.747.948.448.56-15.60%0.10%2.06
T. Rowe Price ActivePlus Portfolio, Model 50Free-18.5211.058.668.449.1-22.11%0.04%1.75
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3 Fund Portfolio 60/40Free-19.4512.149.678.4310.32-20.90%0.04%1.97
PWL Capital Passmore & Felix (US), 70/30Free-19.4814.6910.718.4211.61-25.69%0.05%1.95
Mark Hebner Portfolio 50% StocksFree-13.3213.277.868.429.57-19.23%0.10%2.21
Canadian Couch Potato Model Portfolios (CA) AggressiveComing soon!-17.0918.3710.358.4114.52-34.64%0.08%2.49
Fidelity Target Allocation Index-Focused Model Portfolios 60% StocksComing soon!-18.2612.79.398.4110.24-21.56%0.05%2.02
TD Ameritrade Core Portfolio GrowthFree-20.0412.7210.088.411.97-26.28%0.05%2.0
Rick Ferri Global Markets Core-4 ModerateFree-19.0612.19.768.410.32-20.86%0.04%1.81
Portfoliocharts Golden ButterflyComing soon!-16.938.647.948.47.35-7.40%0.12%1.23
Canadian Portfolio Manager Model Portfolios (CA) 50% StocksComing soon!-16.438.877.468.48.87-15.53%0.07%2.49
William Bernstein Four Pillars High Risk PortfolioFree-15.4314.518.448.3911.98-27.41%0.11%2.33
David Booth (DFA) Normal PortfolioFree-15.3613.848.428.399.78-21.24%0.12%2.2
William Bernstein Sheltered Sam PortfolioFree-11.7915.018.148.399.48-21.03%0.09%1.78
William Bernstein Taxable Ted 60/40Free-17.4714.679.38.399.82-21.73%0.06%1.9
William Bernstein Wendy Wonk PortfolioFree-15.4314.518.448.3911.98-27.41%0.11%2.33
Assetbuilder.com Portfolio 8Free-17.1210.97.418.389.14-17.59%0.17%2.03
Bogle Tax ShelteredFree-16.2410.958.788.388.58-14.24%0.05%1.37
William Bernstein No Brainer PortfolioFree-15.6915.810.038.3712.48-27.62%0.07%1.85
Robo Advisor Fidelity GO Tax-advantaged Growth With IncomeFree-18.1712.719.378.3710.22-21.60%0.05%1.98
John Wasik Autopilot Nano InvestmentComing soon!-19.3316.278.588.379.55-22.57%0.06%1.97
Balanced Portfolio 40/60Free-18.059.158.368.367.83-11.71%0.04%1.83
Vanguard Target Retirement 2030 (55 year old)Free-20.0512.5610.098.3612.02-26.38%0.05%1.92
The Rip Van Winkle Portfolio John Bogle Tax ShelteredFree-17.4910.858.918.369.02-17.42%0.05%1.55
Allan Roth Second Grader Five-Fund Medium Risk PortfolioFree-20.0411.779.188.3510.13-21.56%0.05%2.09
Rick Ferri Income Seeker Core-4 Portfolio ModerateFree-14.2413.178.88.3510.82-26.00%0.18%3.47
Rick Ferri Socially Conscious ESG Core-4 Portfolio AggressiveFree-21.715.9510.58.3513.38-32.68%0.09%2.33
Allan Roth Second Grader Medium Risk PortfolioFree-19.6811.189.348.3410.4-21.56%0.04%2.01
Rick Ferri Inflation Fighter Core-4 Portfolio AggressiveFree-21.116.7510.538.3413.64-34.42%0.09%2.18
The Canonical Portfolio (CA) 70% StocksComing soon!-16.6713.848.968.3411.18-23.90%0.06%2.49
Index Fund Advisors, Portfolio 60Free-14.0813.498.228.3310.33-22.03%0.13%2.1
All Seasons PortfolioFree-21.377.296.448.337.18-4.03%0.16%1.73
Dan Solin SuperSmart Portfolio, MediumFree-12.8114.37.688.339.86-21.07%0.12%2.11
Canadian Portfolio Manager Model Portfolios (US) 50% StocksComing soon!-19.29.378.448.339.08-17.02%0.04%2.0
Robo Advisor Betterment 2020 Taxable 70% StocksComing soon!-18.7112.019.158.3312.29-27.68%0.08%2.35
Scott Burns Five FoldFree-18.6915.518.598.329.73-23.04%0.07%1.66
Time.Inc Money Portfolio 1, Simple and CheapFree-20.1812.629.028.329.81-21.51%0.06%2.05
Dimensional 2030 Target Date Retirement Income FundFree-15.812.88.488.3210.18-22.61%0.05%1.4
PWL Capital Layton-Guay Portfolios (US) 60/40 AssertiveFree-20.312.499.388.3211.02-24.53%0.05%2.2
The Global Couch Potato Portfolio (US Edition)Coming soon!-19.5411.869.528.3210.3-20.99%0.04%2.0
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Quit Like A Millionaire (US) PortfolioComing soon!-19.5411.869.528.3210.3-20.99%0.04%2.0
Bob Clyatt The Sandwich PortfolioComing soon!-18.7711.198.248.319.8-20.55%0.07%2.02
Robo Advisor WiseBanyan 50% stocksFree-18.5310.788.368.39.5-20.70%0.09%2.07
PWL Capital Toronto (CA) 50% StocksFree-16.258.737.248.38.85-15.51%0.07%2.54
Canadian Couch Potato Model Portfolios (CA) AssertiveComing soon!-16.7314.839.28.312.22-27.71%0.08%2.52
Axos Invest 50% StocksComing soon!-18.5410.818.378.39.51-20.74%0.09%2.07
PWL Capital Toronto (US) 50% StocksFree-19.249.258.378.299.07-17.06%0.04%2.02
PWL Capital Passmore & Felix (CA), 80/20Free-17.2317.19.968.2912.37-28.86%0.05%2.34
The Marc Faber PortfolioFree-19.6413.397.488.289.06-16.81%0.11%1.93
Robo Advisor SigFig Taxable 04Free-18.038.47.68.289.04-17.28%0.05%1.89
PWL Capital Layton-Guay Portfolios (CA) 60/40 AssertiveFree-18.3812.228.578.2610.8-23.60%0.06%2.52
Canadian Couch Potato Model Portfolios (US) BalancedComing soon!-19.4811.79.388.2510.41-22.28%0.05%2.04
Paul Merriman Best-in-Class ETFs Portfolio (Moderate)Free-15.4911.697.518.249.72-19.51%0.13%2.07
Rick Ferri Total Economy Core-4 Portfolio ModerateFree-18.8313.048.728.249.81-21.79%0.07%2.19
Canadian Couch Potato The Über–Tuber Portfolio (US)Coming soon!-13.7512.317.888.2410.29-22.85%0.13%2.69
Ellevest Wealthbuilding Portfolio 3Free-16.7611.838.748.2410.87-24.55%0.07%1.98
Standard & Poors Outlook PortfolioComing soon!-16.712.429.018.2410.13-21.11%0.05%1.94
William Bernstein Cowards PortfolioFree-12.5514.128.238.239.51-19.94%0.07%1.93
Morningstar Lifetime Allocation Index Aggressive, IncomeFree-14.7311.617.578.238.61-18.40%0.09%1.7
SoFi Model Portfolios Retirement ModerateFree-20.429.478.478.2311.27-24.64%0.06%2.33
Morningstar Lifetime Allocation Index Conservative, 2030Free-16.799.97.368.218.57-17.47%0.09%2.04
The Global Couch Potato Portfolio (CA Edition)Coming soon!-16.4211.448.158.199.8-19.50%0.06%2.51
Ram Balakrishnan Sleepy Portfolio (CA Edition)Coming soon!-16.115.798.848.1912.0-27.92%0.06%2.26
The Canonical Portfolio (CA) 60% StocksComing soon!-16.4211.448.158.199.8-19.50%0.06%2.51
Robo Advisor Betterment 2020 Taxable 60% StocksComing soon!-18.4310.258.518.1910.82-23.54%0.08%2.28
Kiplinger Five-Fund ETF Portfolio for IncomeComing soon!-16.6111.878.888.199.15-18.92%0.07%1.95
Meb Faber Ivy 10 PortfolioFree-12.6620.116.558.1813.12-34.87%0.23%2.53
Paul Merriman FundAdvice Ultimate Buy and HoldFree-15.9511.757.368.1810.17-21.14%0.12%2.14
Robo Advisor Betterment 2020 Retirement 70% StocksComing soon!-18.012.549.148.1812.27-28.17%0.08%2.28
Robo Advisor SigFig Tax Sheltered 04Free-18.448.036.918.178.97-17.51%0.07%2.2
7Twelve PortfolioFree-12.9214.366.928.1510.03-23.15%0.15%1.64
William Bernstein Four Pillars Medium PortfolioFree-12.5114.758.748.159.33-19.66%0.06%1.82
FPL Capital Management Portfolio 40Free-16.98.176.968.157.26-12.67%0.10%2.4
Goldman Sachs Target Date Retirement Income PortfolioFree-17.47.547.098.158.19-16.50%0.13%2.67
Paul Merriman Target Date Portfolio (65 year old)Free-12.9611.347.068.148.24-14.21%0.10%1.77
William Bernstein Between Charlie and Wendy PortfolioFree-12.4415.088.838.149.28-19.38%0.06%1.82
Robo Advisor Fidelity GO Taxable Growth With IncomeFree-16.9313.769.568.1310.3-23.43%0.06%1.77
Robo Advisor J.P. Morgan You Invest GrowthComing soon!-18.948.217.728.139.22-17.60%0.05%2.11
Canadian Portfolio Manager Model Portfolios (CA) 40% StocksComing soon!-16.126.526.598.117.65-11.04%0.07%2.53
Canadian Couch Potato Model Portfolios (CA) BalancedComing soon!-16.3611.288.018.1110.02-20.78%0.08%2.55
Dan Solin The Smartest ETF Portfolio, High RiskFree-21.8918.2712.138.117.35-42.34%0.08%2.27
Charles Ellis Portfolio Under 40 Years OldFree-21.8918.2712.138.117.35-42.34%0.08%2.27
Robo Advisor Morgan Stanley Acces Investing Market GrowthComing soon!-19.6110.378.398.111.21-23.90%0.05%2.26
Schwab Managed Portfolio, Balanced With GrowthFree-16.3914.748.158.0910.53-25.01%0.11%2.12
Meb Faber GAAFree-20.149.297.278.098.15-15.76%0.14%1.93
William Bernstein Sheltered Sam 50/50Free-11.9412.797.58.098.78-20.42%0.08%1.8
Bob Clyatt The Sandwich Portfolio Value TiltComing soon!-16.2710.747.78.099.67-20.34%0.07%2.22
Robo Advisor Wealthsimple Risk Level 03Free-21.245.897.198.087.42-9.74%0.09%1.92
Vanguard LifeStrategy Moderate Growth (60/40)Free-19.4510.479.138.0710.44-21.87%0.05%1.89
PWL Capital Nancy And Her Team (US), AggressiveFree-18.9715.2810.248.0711.54-27.73%0.05%2.11
Rick Ferri Inflation Fighter Core-4 Portfolio ModerateFree-19.6513.08.868.0610.89-27.04%0.09%1.98
Fundamentum Enhanced Index Focus GrowthFree-20.3514.9410.638.0614.36-34.75%0.08%2.1
Rick Ferri Transitional Moderate Basic PortfolioFree-19.2410.078.188.048.56-17.05%0.05%2.09
Charles Ellis Portfolio 40 - 50 Years OldFree-21.416.2611.258.0415.62-37.60%0.08%2.26
Dimensional Fund Advisors Model Portfolios 60% Stocks NormalFree-15.1212.118.218.0310.05-21.50%0.12%2.18
The Andrew Tobias PortfolioFree-17.3213.239.018.0211.85-28.05%0.05%1.48
Scott Burns MargaritavilleFree-17.3213.239.018.0211.85-28.05%0.05%1.48
PWL Capital Toronto (CA) 40% StocksFree-16.046.46.458.027.61-11.03%0.07%2.55
Dr. Marvin Appel One-Decision PortfolioComing soon!-13.7316.527.928.027.89-16.38%0.10%1.98
Larry Swedroe Big Rocks PortfolioFree-12.3714.037.828.019.59-20.56%0.11%2.08
Rick Ferri Socially Conscious ESG Core-4 Portfolio ConservativeFree-19.417.247.838.017.85-13.01%0.07%2.02
Quit Like A Millionaire (US) Yield Shield PortfolioComing soon!-21.4214.169.148.0110.78-27.26%0.15%2.96
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Robo Advisor SigFig Tax Sheltered 03Free-18.17.386.548.08.35-15.71%0.07%2.18
Robo Advisor Betterment 2020 Retirement 60% StocksComing soon!-17.4610.978.57.9910.79-24.22%0.08%2.18
Merrill Lynch Edge Select Portfolio, Moderately ConservativeFree-18.366.597.337.977.68-12.84%0.09%2.07
The Canonical Portfolio (US) 50% StocksComing soon!-19.129.578.437.978.81-16.64%0.04%2.02
Robo Advisor Betterment 2020 Taxable 50% StocksComing soon!-17.948.547.767.979.36-19.39%0.08%2.17
Rick Ferri Income Seeker Core-4 Portfolio ConservativeFree-17.268.917.727.969.16-21.07%0.20%3.37
Robo Advisor WiseBanyan 40% stocksFree-17.818.767.377.968.2-16.69%0.10%2.04
Axos Invest 40% StocksComing soon!-17.818.767.377.968.2-16.69%0.10%2.04
PWL Capital Layton-Guay Portfolios (CA) 50/50 BalancedFree-17.9210.037.717.959.31-19.19%0.07%2.53
Larry Swedroe Model Portfolios ModerateFree-12.3614.077.87.959.65-20.82%0.09%2.08
William Bernstein Taxable Ted 50/50Free-16.612.188.257.948.4-17.70%0.06%1.86
Charles Ellis Portfolio 50 - 60 Years OldFree-20.9114.2410.357.9413.9-32.85%0.07%2.24
Meb Faber Ivy 5 PortfolioFree-13.7323.477.477.9211.39-31.51%0.22%2.29
Ellevest Wealthbuilding Portfolio 2Free-16.311.028.37.9210.05-22.36%0.07%1.89
Gibson Five Asset ClassesFree-13.6422.777.357.9111.59-32.05%0.23%2.2
Tim Maurer Simple Money PortfolioFree-15.411.027.547.919.79-18.84%0.12%2.3
3 Fund Portfolio Equal WeightFree-20.3611.979.457.9111.37-24.50%0.04%2.16
PWL Capital Passmore & Felix (US), 60/40Free-18.8612.329.657.9110.05-21.63%0.05%1.94
Gibson Four Asset ClassesFree-9.5630.027.847.914.04-40.41%0.27%2.62
PWL Capital Layton-Guay Portfolios (US) 50/50 BalancedFree-19.7710.388.367.99.42-20.18%0.05%2.21
Coffeehouse Three ETFFree-17.4511.788.517.911.42-25.37%0.15%2.67
PWL Capital Passmore & Felix (CA), 70/30Free-16.9714.699.117.8910.89-24.84%0.05%2.28
Canadian Portfolio Manager Model Portfolios (US) 40% StocksComing soon!-18.757.147.357.897.64-12.58%0.04%2.03
Robo Advisor SigFig Taxable 03Free-16.817.456.957.898.14-14.77%0.05%1.86
Canadian Couch Potato The Über–Tuber PortfolioComing soon!-13.7912.136.887.8810.13-22.29%0.13%2.82
Bogleheads Guide to Investing - An Investor in Early RetirementComing soon!-15.579.927.477.887.73-14.51%0.04%1.36
Assetbuilder.com Portfolio 7Free-16.168.496.397.877.25-11.78%0.15%1.94
Canadian Couch Potato Model Portfolios (CA) CautiousComing soon!-15.997.746.87.868.02-13.85%0.08%2.57
Robo Advisor Fidelity GO Tax-advantaged BalancedFree-17.2410.398.217.858.68-17.22%0.05%1.94
Quit Like A Millionaire (CA) PortfolioComing soon!-17.2611.868.067.849.61-20.21%0.04%2.3
PWL Capital Toronto (US) 40% StocksFree-18.797.027.287.837.61-12.61%0.04%2.04
SoFi Model Portfolios Taxable ModerateFree-18.5610.378.437.8310.89-24.64%0.05%2.01
TD Ameritrade Core Portfolio Moderate GrowthFree-19.08.68.117.828.87-17.28%0.05%1.98
T. Rowe Price ActivePlus Portfolio, Model 40Free-17.888.877.677.817.62-17.97%0.04%1.67
Canadian Portfolio Manager Model Portfolios (CA) 30% StocksComing soon!-15.814.175.727.796.62-6.54%0.08%2.56
The Canonical Portfolio (CA) 40% StocksComing soon!-15.96.676.497.797.34-10.68%0.07%2.56
Balanced Portfolio 30/70Free-17.796.47.07.776.53-7.49%0.04%1.91
J. D. Steinhilber Moderate GrowthComing soon!-11.7210.287.427.778.57-17.23%0.09%1.78
TIAA-CREF Lifecycle Index Retirement IncomeFree-16.598.037.157.767.6-13.27%0.04%1.75
PWL Capital Toronto (CA) 30% StocksFree-15.773.975.557.766.66-6.62%0.08%2.59
Canadian Couch Potato Model Portfolios (US) CautiousComing soon!-18.868.317.787.758.15-15.42%0.05%2.06
Rob Arnott ETF.com model portfolioComing soon!-16.512.096.077.757.89-16.70%0.21%2.28
Robo Advisor Betterment 2020 Retirement 50% StocksComing soon!-16.769.437.757.749.3-20.24%0.08%2.04
Robo Advisor Wealthsimple Risk Level 02Free-20.05.486.787.726.72-8.28%0.09%1.85
Gyroscopic Desert PortfolioComing soon!-17.196.196.957.716.34-7.46%0.06%1.69
Rick Ferri Core 4 fund Portfolio (40/60)Free-19.067.667.177.77.25-12.56%0.05%2.11
Dan Solin The Smartest Index Portfolio, Medium-Low RiskFree-18.717.077.337.77.5-12.56%0.04%2.03
Robo Advisor Betterment 2020 Taxable 40% StocksComing soon!-17.226.916.947.697.99-15.35%0.08%2.03
3 Fund Portfolio 40/60Free-18.637.477.447.687.43-12.22%0.04%2.02
Frank Armstrong Ideal Index PortfolioFree-15.4814.118.327.6711.0-25.75%0.08%2.19
Morningstar Lifetime Allocation Index Moderate, IncomeFree-13.919.26.287.667.13-13.65%0.09%1.61
Rick Ferri Inflation Fighter Core-4 Portfolio ConservativeFree-18.219.257.167.658.47-19.65%0.09%1.78
Ellevest Wealthbuilding Portfolio 1Free-15.649.927.827.659.31-20.29%0.07%1.83
Index Fund Advisors, Portfolio 50Free-13.4411.027.147.648.64-17.64%0.12%2.03
Rick Ferri Mature Retired Saver Moderate Multi Asset PortfolioFree-15.189.316.777.636.99-12.57%0.06%1.76
Rick Ferri Global Markets Core-4 ConservativeFree-18.047.417.587.637.4-12.15%0.04%1.78
Robo Advisor SigFig Tax Sheltered 02Free-17.266.25.857.636.94-11.47%0.07%2.1
Charles Ellis Portfolio 60 - 70 Years OldFree-19.9310.228.547.6210.56-23.35%0.06%2.21
Robo Advisor Betterment 40Free-15.836.486.67.617.68-13.47%0.07%1.69
FPL Capital Management Portfolio 30Free-16.925.675.957.616.06-8.21%0.09%2.33
PWL Capital Layton-Guay Portfolios (CA) 40/60 CautiousFree-17.457.846.837.617.89-14.78%0.07%2.55
The Canonical Portfolio (US) 40% StocksComing soon!-18.697.297.347.617.41-12.28%0.04%2.04
Dan Solin The Smartest ETF Portfolio, Medium-High RiskFree-18.5614.510.07.613.73-32.56%0.07%2.11
William Bernstein Sheltered Sam 40/60Free-11.1910.596.517.67.61-17.12%0.08%1.69
Robo Advisor Merrill Guided Investing Taxable Moderately ConservativeComing soon!-16.038.177.257.597.68-14.90%0.06%1.96
Paul Boyer Permanent Portfolio (MMM)Coming soon!-17.571.694.517.587.34-6.16%0.14%1.45
Robo Advisor Fidelity GO Taxable BalancedFree-15.8211.598.427.588.75-19.31%0.06%1.69
Robo Advisor WiseBanyan 30% stocksFree-17.016.766.377.567.01-12.64%0.09%1.96
PWL Capital Nancy And Her Team (CA), AggressiveFree-16.5715.288.77.5610.96-26.91%0.06%2.43
Axos Invest 30% StocksComing soon!-17.016.766.377.567.01-12.64%0.09%1.96
Rick Ferri Total Economy Core-4 Portfolio ConservativeFree-18.228.076.817.557.08-12.81%0.06%2.17
The Canonical Portfolio (CA) 30% StocksComing soon!-15.654.285.647.556.38-6.28%0.08%2.59
PWL Capital Nancy And Her Team (US), AssertiveFree-17.9812.99.157.5410.05-24.09%0.05%2.09
Canadian Couch Potato Model Portfolios (CA) ConservativeComing soon!-15.624.25.567.536.4-6.92%0.09%2.6
Fidelity Target Allocation Index-Focused Model Portfolios 40% StocksComing soon!-16.827.997.127.537.29-12.64%0.05%2.04
Robo Advisor Wealthsimple Risk Level 01Free-20.044.626.377.526.23-6.08%0.09%1.83
Rick Ferri Income Seeker Core-4 Portfolio Low-RiskFree-20.284.666.587.517.95-16.15%0.21%3.27
Robo Advisor SigFig Tax Sheltered 01Free-16.835.735.517.516.66-10.40%0.07%2.05
William Bernstein Four Pillars Low Risk PortfolioFree-13.4311.547.747.58.04-15.91%0.05%1.7
Rob Arnott PortfolioFree-16.6911.155.947.57.15-14.71%0.17%1.8
Scott Burns Four SquareFree-16.259.267.697.499.13-19.56%0.06%1.25
William Bernstein Charlie Cringe PortfolioFree-13.3611.887.837.497.99-15.62%0.05%1.69
TD Ameritrade Core Portfolio ModerateFree-18.476.547.117.487.43-12.77%0.05%1.97
Robo Advisor Wealthsimple Portfolio ConservativeFree-18.073.525.77.476.25-5.52%0.07%1.99
William Bernstein Taxable Ted 40/60Free-15.729.77.197.467.04-13.66%0.06%1.82
PWL Capital Passmore & Felix (CA), 60/40Free-16.7212.328.277.469.43-20.90%0.05%2.22
PWL Capital Toronto (CA) 20% StocksFree-15.41.774.747.455.91-3.44%0.08%2.61
PWL Capital Layton-Guay Portfolios (US) 40/60 CautiousFree-19.248.267.337.457.88-15.83%0.05%2.21
Canadian Portfolio Manager Model Portfolios (CA) 20% StocksComing soon!-15.51.824.827.455.89-3.36%0.08%2.59
Robo Advisor SigFig Taxable 02Free-16.116.146.227.457.1-12.04%0.05%1.83
Rick Ferri Mature Retired Saver Moderate Basic PortfolioFree-16.588.426.937.436.93-12.22%0.05%1.96
Robo Advisor Betterment 2020 Retirement 40% StocksComing soon!-15.877.96.937.437.9-16.30%0.08%1.88
Vanguard LifeStrategy Conservative Growth (40/60)Free-18.246.37.167.417.43-12.81%0.05%1.81
PWL Capital Toronto (US) 30% StocksFree-18.384.696.147.416.38-8.27%0.04%2.07
Canadian Portfolio Manager Model Portfolios (US) 30% StocksComing soon!-18.314.896.237.416.34-8.15%0.04%2.05
Charles Ellis Portfolio 70 - 80 Years OldFree-19.448.27.627.418.96-18.60%0.06%2.2
Paul Merriman Best-in-Class ETFs Portfolio (Conservative)Free-13.517.655.677.396.76-10.09%0.10%1.78
T. Rowe Price ActivePlus Portfolio, Model 30Free-17.256.066.627.386.51-13.52%0.04%1.63
SoFi Model Portfolios Retirement Moderately ConservativeFree-18.763.935.827.356.96-11.80%0.07%2.39
Larry Swedroe, The Larry Portfolio 1Free-14.626.475.787.336.68-7.67%0.10%2.04
PWL Capital Passmore & Felix (US), 50/50Free-18.249.888.527.338.48-17.55%0.05%1.93
Robo Advisor Fidelity GO Tax-advantaged ModerateFree-16.318.077.047.37.19-12.84%0.05%1.89
Schwab Managed Portfolio, BalancedFree-14.3210.796.377.277.83-17.18%0.11%2.03
Bogleheads Guide to Investing - An Investor in Late RetirementComing soon!-13.566.535.457.265.91-6.45%0.04%1.14
Rick Ferri Socially Conscious ESG Core-4 Portfolio Low-RiskFree-18.852.55.687.255.92-4.58%0.08%2.07
PWL Capital Layton-Guay Portfolios (CA) 30/70 ConservativeFree-16.995.645.947.246.59-10.38%0.08%2.56
Allan Roth Second Grader Low PortfolioFree-18.344.666.147.216.21-8.20%0.04%2.07
Allan Roth Second Grader Five-Fund Low Risk PortfolioFree-18.514.966.067.216.1-8.20%0.04%2.11
The Canonical Portfolio (US) 30% StocksComing soon!-18.275.06.237.26.16-7.92%0.04%2.07
Canadian Couch Potato Model Portfolios (US) ConservativeComing soon!-18.244.926.167.176.16-8.56%0.05%2.08
Robo Advisor SigFig Taxable 01Free-15.725.095.647.176.49-10.21%0.05%1.82
The Permanent PortfolioFree-16.44.246.097.155.87-3.15%0.14%1.18
Balanced Portfolio 20/80Free-17.523.655.627.155.47-3.28%0.04%1.98
7-Twelve Portfolio Age Based 50-60 by Craig IsraelsenFree-10.311.455.687.158.07-18.09%0.15%1.58
Rick Ferri Inflation Fighter Core-4 Portfolio Low-RiskFree-16.765.515.427.146.76-12.27%0.09%1.58
David Booth (DFA) Moderate PortfolioFree-14.518.576.317.126.61-12.14%0.10%2.04
Larry Swedroe, The Larry Portfolio 2Free-14.543.314.567.115.37-2.92%0.13%1.76
Robo Advisor Betterment 30Free-14.374.75.447.116.67-10.91%0.08%1.88
Assetbuilder.com Portfolio 6Free-14.976.065.247.115.64-6.66%0.13%1.87
Allan Roth Second Grader Medium Risk with CDs PortfolioFree-12.8211.888.437.110.12-22.77%0.08%1.71
PWL Capital Nancy And Her Team (CA), AssertiveFree-15.9312.97.837.19.56-23.39%0.06%2.36
Mark Hebner Portfolio 25% StocksFree-11.587.075.297.095.92-6.79%0.08%1.92
Robo Advisor Betterment 2020 Taxable 30% StocksComing soon!-15.145.265.767.096.4-10.53%0.08%1.86
William Bernstein Sheltered Sam 30/70Free-10.458.385.527.086.54-13.81%0.07%1.58
FPL Capital Management Portfolio 20Free-16.953.164.927.045.12-3.76%0.07%2.26
Robo Advisor WiseBanyan 20% stocksFree-15.84.75.237.035.89-8.49%0.08%1.88
Axos Invest 20% StocksComing soon!-15.794.675.227.035.88-8.46%0.08%1.89
Meb Faber Risk Parity PortfolioFree-17.094.874.937.025.91-7.34%0.14%2.06
T. Rowe Price ActivePlus Portfolio, Model 20Free-17.133.625.617.015.56-9.72%0.04%1.68
Dan Solin SuperSmart Portfolio, Medium-Low RiskFree-10.299.335.517.016.71-11.84%0.10%1.9
Robo Advisor J.P. Morgan You Invest AggressiveComing soon!-17.363.265.237.015.74-6.28%0.05%2.11
Morningstar Lifetime Allocation Index Conservative, IncomeFree-13.016.414.857.05.83-8.44%0.08%1.5
Robo Advisor Fidelity GO Taxable ModerateFree-14.719.427.287.07.23-15.19%0.06%1.62
PWL Capital Nancy And Her Team (US), BalancedFree-17.010.538.056.998.59-20.45%0.05%2.07
PWL Capital Layton-Guay Portfolios (US) 30/70 ConservativeFree-18.76.156.286.976.42-11.48%0.05%2.21
William Bernstein Taxable Ted 30/70Free-14.857.216.116.965.8-9.63%0.06%1.78
PWL Capital Toronto (US) 20% StocksFree-17.892.65.16.945.34-3.77%0.04%2.08
PWL Capital Passmore & Felix (CA), 50/50Free-16.459.887.376.947.96-16.94%0.05%2.16
Index Fund Advisors, Portfolio 40Free-13.247.886.056.926.93-13.07%0.10%1.98
Dan Solin The Smartest ETF Portfolio, Medium RiskFree-15.2310.727.826.9210.18-22.77%0.07%1.96
Larry Swedroe, Eliminate Fat Tails Portfolio (value tilt)Free-8.726.054.186.917.98-13.55%0.10%1.17
TD Ameritrade Core Portfolio ConservativeFree-17.663.445.596.915.57-6.02%0.05%1.96
Canadian Portfolio Manager Model Portfolios (US) 20% StocksComing soon!-17.872.655.126.915.3-3.71%0.04%2.08
Dimensional Fund Advisors Model Portfolios 40% Stocks ModerateFree-14.357.416.176.896.77-12.31%0.10%2.03
Robo Advisor Betterment 2020 Retirement 30% StocksComing soon!-13.916.165.766.856.28-11.42%0.07%1.72
J. D. Steinhilber Conservative GrowthComing soon!-9.028.816.226.836.55-12.25%0.09%1.72
Rick Ferri Core 4 fund Portfolio (20/80)Free-18.032.95.026.815.14-3.71%0.04%2.12
Dan Solin The Smartest Index Portfolio, Low RiskFree-17.852.65.116.815.22-3.71%0.04%2.08
3 Fund Portfolio 20/80Free-17.812.815.166.815.19-3.54%0.04%2.08
Larry Swedroe Model Portfolios ConservativeFree-9.999.185.596.766.53-11.68%0.08%1.88
Rick Ferri Total Economy Core-4 Portfolio Low-RiskFree-17.63.114.846.745.02-3.83%0.05%2.15
Rick Ferri Global Markets Core-4 Low-RiskFree-17.032.725.346.745.04-3.44%0.05%1.76
Robo Advisor Fidelity GO Tax-advantaged Moderate With IncomeFree-15.375.755.866.725.8-8.46%0.05%1.85
PWL Capital Passmore & Felix (US), 40/60Free-17.667.557.426.716.99-13.74%0.05%1.92
Vanguard LifeStrategy Income Fund (20/80)Free-17.022.155.156.624.99-3.73%0.05%1.73
PWL Capital Nancy And Her Team (CA), BalancedFree-15.2910.536.956.618.18-19.87%0.06%2.29
SoFi Model Portfolios Taxable Moderately ConservativeFree-15.555.585.796.616.23-11.80%0.05%1.82
Dimensional Retirement Income FundFree-10.266.314.446.575.48-7.73%0.05%0.96
William Bernstein Sheltered Sam 20/80Free-9.76.184.516.555.64-10.51%0.06%1.46
Institute of Business and Finance Income PortfolioComing soon!-15.670.713.646.535.56-4.07%0.15%2.39
Robo Advisor Morgan Stanley Acces Investing Wealth ConservationComing soon!-16.642.034.496.525.07-4.03%0.04%2.14
Balanced Portfolio 10/90Free-17.260.894.246.54.78-2.41%0.04%2.06
Fidelity Target Allocation Index-Focused Model Portfolios 20% StocksComing soon!-15.023.384.766.464.84-3.64%0.05%2.06
FPL Capital Management Portfolio 10Free-16.980.623.886.444.62-2.08%0.05%2.22
Robo Advisor Merrill Guided Investing Taxable ConservativeComing soon!-11.455.455.586.444.97-6.19%0.09%1.57
William Bernstein Taxable Ted 20/80Free-13.974.725.036.434.76-5.60%0.06%1.74
PWL Capital Nancy And Her Team (US), CautiousFree-16.018.146.946.47.14-16.82%0.05%2.05
Robo Advisor Fidelity GO Taxable Moderate With IncomeFree-13.67.256.126.45.79-11.07%0.06%1.54
Schwab Managed Portfolio, Income With GrowthFree-13.246.384.956.395.15-8.25%0.09%1.86
PWL Capital Passmore & Felix (CA), 40/60Free-16.247.556.56.396.57-13.25%0.06%2.11
Robo Advisor Betterment 2020 Taxable 20% StocksComing soon!-12.933.54.496.394.97-5.62%0.07%1.71
Robo Advisor Merrill Guided Investing ConservativeComing soon!-11.654.215.036.394.83-4.77%0.10%1.76
Merrill Lynch Edge Select Portfolio, ConservativeFree-12.513.514.846.334.87-5.24%0.10%1.85
Assetbuilder.com Portfolio 5Free-14.643.134.136.274.27-1.95%0.11%1.81
Robo Advisor WiseBanyan 13% stocksFree-13.372.914.016.274.79-4.45%0.07%1.79
T. Rowe Price ActivePlus Portfolio, Model 10Free-15.071.244.226.244.43-6.32%0.04%1.63
Robo Advisor Betterment 2020 Retirement 20% StocksComing soon!-11.874.284.496.194.82-6.38%0.07%1.59
Index Fund Advisors, Portfolio 30Free-12.645.544.986.185.36-8.79%0.09%1.92
Robo Advisor Betterment 20Free-11.592.924.076.184.94-5.81%0.07%1.79
7-Twelve Portfolio Age Based 60-70 by Craig IsraelsenFree-7.688.574.426.126.17-13.04%0.15%1.53
PWL Capital Nancy And Her Team (CA), CautiousFree-14.648.146.056.16.81-16.36%0.06%2.22
Dan Solin The Smartest ETF Portfolio, Medium-Low RiskFree-11.96.955.66.096.77-12.98%0.06%1.8
William Bernstein Sheltered Sam 10/90Free-8.963.973.495.995.0-7.20%0.06%1.35
Robo Advisor Fidelity GO Tax-advantaged ConservativeFree-13.823.534.585.974.48-4.15%0.05%1.74
William Bernstein Taxable Ted 10/90Free-13.12.243.935.874.1-1.85%0.06%1.69
SoFi Model Portfolios Retirement ConservativeFree-16.1-1.552.895.854.42-2.58%0.06%2.27
PWL Capital Nancy And Her Team (US), ConservativeFree-15.035.775.825.85.74-13.18%0.05%2.02
David Booth (DFA) Conservative PortfolioFree-13.653.294.155.743.89-3.04%0.08%1.88
Robo Advisor Fidelity GO Taxable ConservativeFree-12.045.034.845.664.37-6.76%0.06%1.44
Dimensional Fund Advisors Model Portfolios 20% Stocks ConservativeFree-13.572.724.085.633.93-3.12%0.08%1.88
Dan Solin SuperSmart Portfolio, Low RiskFree-7.764.373.295.574.09-2.62%0.07%1.7
PWL Capital Nancy And Her Team (CA), ConservativeFree-14.05.775.155.565.49-12.84%0.06%2.16
Axos Invest 0% StocksComing soon!-11.83-0.362.665.554.5-2.42%0.07%1.7
Robo Advisor Betterment 2020 Taxable 10% StocksComing soon!-10.381.633.115.553.86-1.43%0.06%1.57
Schwab Managed Portfolio, Conservative IncomeFree-11.22.372.955.544.07-1.95%0.10%1.71
Index Fund Advisors, Portfolio 20Free-12.043.23.895.423.93-4.51%0.08%1.85
William Bernstein Sheltered Sam 100% BondsFree-8.211.772.465.414.72-3.90%0.05%1.24
Robo Advisor Betterment 2020 Retirement 10% StocksComing soon!-9.562.233.115.43.69-1.21%0.06%1.48
William Bernstein Taxable Ted 100% BondsFree-12.22-0.252.825.293.99-2.30%0.06%1.65
Robo Advisor Betterment 10Free-8.781.132.695.213.66-0.72%0.06%1.69
Dan Solin The Smartest ETF Portfolio, Low RiskFree-8.573.173.345.133.93-3.19%0.06%1.65
SoFi Model Portfolios Taxable ConservativeFree-12.320.72.965.093.7-1.98%0.06%1.65
Allan Roth Second Grader Low Risk with CDs PortfolioFree-6.325.894.535.075.3-10.34%0.11%1.55
7-Twelve Portfolio Age Based 70 Plus by Craig IsraelsenFree-5.075.693.155.044.38-8.00%0.15%1.48
Index Fund Advisors, Portfolio 10Free-11.440.862.794.632.86-0.23%0.07%1.78
David Booth (DFA) Fixed Income PortfolioFree-12.8-1.981.944.243.11-0.18%0.06%1.73
Dimensional Fund Advisors Model Portfolios 0% Stocks FixedFree-12.8-1.981.944.243.11-0.18%0.06%1.73
Robo Advisor Betterment 0Free-5.98-0.611.314.213.370.00%0.05%1.6
Robo Advisor Betterment 2020 Taxable 0% StocksComing soon!-5.24-0.61.024.023.510.00%0.05%1.49
Robo Advisor Betterment 2020 Retirement 0% StocksComing soon!-5.24-0.61.024.023.510.00%0.05%1.49
Performance for the portfolios that Portfolio Einstein track

Here is how you read the table

  • All returns are on a compound annual basis.

  • 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. It is primarily an academic metric and does not hold much use for individuals.

  • Max drawdown is the largest decline the portfolio experienced in the years that we have tracked the portfolio. It does not include Intra year events. This means that the portfolio could have suffered a worse decline than the above shows.

  • YTD is Year To Date. It is calculated using the closing price of the last trading day of the previous month. It is updated once a month.

  • 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 at the same rate every year and the profits were reinvested at the end of each year.

  • 10 Year return and Since 1989 return are calculated using the closing price on the last day of the previous year.

  • Dividends are the expected dividend yield you will get holding the portfolio. It is updated 2 times per year.

  • Expense ratio is the expected expense ratio for holding the portfolio. It is updated 2 times per year. Data is based on the expense ratio for the ETF on this page.

  • Source data for all calculations is here.

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.