The Ivy Portfolio featured in Meb Faber and the late Eric W. Richardson’s book seeks to mirror the asset allocation of the best endowment funds like Yale, Harvard and Princeton. The Ivy Portfolio incorporates traditional assets like stocks and bonds with commodities and REITs. It is a portfolio with global exposure.
The Ivy 5 Portfolio: Meb Faber’s Diversifying Winner
Contents
Asset Allocation
Returns and risk for the Ivy 5 Portfolio
| Portfolio Name | Number of asset classes | 1 year return 2018 | YTD (December 2019) | 10 year return | CAGR since 1989 | Std | Sharpe | Drawdown | Risk Level | Market Correlation | Dollar Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| S&P 500 (Benchmark) | 1 | -4.52% | 27.16% | 12.97% | 9.84% | 17.46% | 0.48 | -37.71% | 5 - very high risk | 0.99 | $167,045.76 |
| 60/40 Portfolio | 2 | -3.20% | 19.10% | 9.35% | 8.64% | 11.00% | 0.57 | -20.20% | 2 - low risk | 0.98 | $120,261.40 |
| Three Fund Portfolio (50-30-20) | 3 | -6.99% | 19.71% | 9.30% | 7.82% | 13.95% | 0.41 | -30.74% | 4 - high risk | 0.96 | $95,687.88 |
| 4 Fund Portfolio | 4 | -4.91% | 17.26% | 8.14% | 7.80% | 10.27% | 0.51 | -21.47% | 3 - medium risk | 0.96 | $95,122.94 |
| 7Twelve Portfolio | 12 | -5.94% | 13.66% | 6.61% | 7.57% | 10.32% | 0.49 | -23.19% | 3 - medium risk | 0.79 | $89,255.65 |
| David Swensen's Portfolio | 6 | -5.77% | 17.65% | 8.86% | 8.55% | 11.47% | 0.53 | -26.20% | 3 - medium risk | 0.89 | $117,264.69 |
| The Permanent Portfolio | 4 | -1.69% | 14.64% | 5.75% | 6.60% | 5.66% | 0.63 | -3.23% | 1 - very low risk | 0.57 | $68,075.83 |
| Tony Robbins / Ray Dalio Portfolio | 5 | -3.36% | 17.09% | 6.23% | 8.00% | 7.25% | 0.75 | -3.69% | 1 - very low risk | 0.6 | $100,531.42 |
| Merrimans Ultimate Portfolio | 10 | -12.38% | 18.50% | 10.33% | 8.75% | 18.10% | 0.4 | -41.53% | 5 - very high risk | 0.83 | $123,701.16 |
| Meb Faber Ivy 5 Portfolio | 5 | -8.07% | 16.93% | 6.01% | 7.05% | 11.71% | 0.41 | -31.56% | 4 - high risk | 0.79 | $77,175.93 |
| Meb Faber Ivy 10 Portfolio | 9 | -8.56% | 14.07% | 6.25% | 7.75% | 13.14% | 0.43 | -33.41% | 4 - high risk | 0.73 | $93,889.37 |
| Bill Schultheis Coffeehouse Portfolio | 7 | -5.29% | 16.33% | 8.48% | 8.29% | 10.07% | 0.56 | -20.21% | 2 - low risk | 0.9 | $108,918.59 |
| Warren Buffett Portfolio | 2 | -3.94% | 24.69% | 11.83% | 9.46% | 15.72% | 0.49 | -32.65% | 4 - high risk | 0.99 | $150,709.29 |
| Index Fund Advisors, Portfolio 100 | 12 | -11.16% | 18.80% | 11.68% | 10.08% | 18.12% | 0.47 | -39.64% | 5 - very high risk | 0.87 | $178,425.61 |
| Index Fund Advisors, Portfolio 80 | 16 | -8.62% | 16.11% | 9.81% | 9.27% | 14.49% | 0.49 | -30.64% | 4 - high risk | 0.87 | $143,039.05 |
| Index Fund Advisors, Portfolio 60 | 16 | -6.09% | 13.47% | 7.85% | 8.31% | 10.92% | 0.53 | -21.64% | 3 - medium risk | 0.87 | $109,713.66 |
| Index Fund Advisors, Portfolio 50 | 16 | -4.82% | 12.15% | 6.85% | 7.78% | 9.18% | 0.56 | -17.14% | 2 - low risk | 0.87 | $94,581.82 |
| The Andrew Tobias Portfolio | 3 | -7.04% | 15.36% | 7.95% | 7.24% | 12.14% | 0.4 | -28.09% | 4 - high risk | 0.92 | $81,473.03 |
| The Talmud Portfolio | 3 | -3.84% | 20.52% | 9.68% | 9.04% | 10.79% | 0.6 | -24.14% | 3 - medium risk | 0.85 | $133,974.38 |
| Muhammad El-Erian Portfolio | 8 | -8.64% | 15.96% | 6.66% | 7.93% | 13.20% | 0.44 | -31.28% | 4 - high risk | 0.79 | $98,575.79 |
| The Marc Faber Portfolio | 6 | -4.25% | 17.55% | 7.56% | 7.59% | 9.22% | 0.51 | -16.87% | 2 - low risk | 0.64 | $89,821.58 |
| Ted Aronson Family Taxable Portfolio | 11 | -7.66% | 16.16% | 9.14% | 8.36% | 13.09% | 0.46 | -26.53% | 3 - medium risk | 0.89 | $111,316.36 |
| Allan Roth Second Grader High Risk Portfolio | 3 | -7.50% | 21.57% | 10.23% | 8.10% | 15.60% | 0.4 | -34.95% | 5 - very high risk | 0.97 | $103,558.43 |
| Allan Roth Second Grader Medium Risk Portfolio | 3 | -5.04% | 17.03% | 8.06% | 7.66% | 10.66% | 0.49 | -21.61% | 3 - medium risk | 0.97 | $91,494.37 |
| Allan Roth Second Grader Low Portfolio | 3 | -2.58% | 12.49% | 5.76% | 6.90% | 6.37% | 0.67 | -8.28% | 1 - very low risk | 0.87 | $74,079.11 |
| Allan Roth Second Grader Five-Fund High Risk Portfolio | 5 | -7.51% | 21.58% | 10.12% | 8.27% | 15.12% | 0.42 | -35.31% | 5 - very high risk | 0.95 | $108,524.20 |
| Allan Roth Second Grader Five-Fund Medium Risk Portfolio | 4 | -5.08% | 17.05% | 8.03% | 7.68% | 10.39% | 0.5 | -21.61% | 3 - medium risk | 0.96 | $92,172.04 |
| Allan Roth Second Grader Five-Fund Low Risk Portfolio | 4 | -2.60% | 12.50% | 5.74% | 6.91% | 6.26% | 0.68 | -8.28% | 1 - very low risk | 0.86 | $74,207.04 |
| Allan Roth Second Grader High Risk with CDs Portfolio | 3 | -7.31% | 20.90% | 9.93% | 7.80% | 15.56% | 0.38 | -35.24% | 5 - very high risk | 0.97 | $95,291.75 |
| Allan Roth Second Grader Medium Risk with CDs Portfolio | 3 | -4.27% | 14.35% | 6.86% | 6.48% | 10.43% | 0.38 | -22.79% | 3 - medium risk | 0.97 | $65,706.27 |
| Allan Roth Second Grader Low Risk with CDs Portfolio | 3 | -1.24% | 7.80% | 3.66% | 4.85% | 5.49% | 0.38 | -10.34% | 1 - very low risk | 0.94 | $41,458.74 |
| Frank Armstrong Ideal Index Portfolio | 7 | -6.86% | 14.58% | 7.48% | 7.19% | 11.40% | 0.41 | -25.74% | 3 - medium risk | 0.9 | $80,199.22 |
| Scott Adams Dilbert Portfolio | 2 | -9.98% | 18.94% | 10.62% | 10.39% | 22.70% | 0.43 | -44.93% | 5 - very high risk | 0.8 | $194,183.00 |
| Scott Burns Couch Potato | 2 | -3.37% | 14.77% | 8.48% | 8.29% | 9.70% | 0.6 | -19.94% | 2 - low risk | 0.94 | $109,009.84 |
| Scott Burns Margaritaville | 3 | -7.04% | 15.36% | 7.95% | 7.24% | 12.14% | 0.4 | -28.09% | 4 - high risk | 0.92 | $81,473.03 |
| Scott Burns Four Square | 4 | -4.57% | 13.39% | 6.95% | 6.99% | 9.32% | 0.46 | -19.60% | 2 - low risk | 0.91 | $75,832.27 |
| Scott Burns Five Fold | 5 | -4.88% | 16.09% | 8.00% | 7.72% | 9.94% | 0.51 | -23.09% | 3 - medium risk | 0.86 | $93,030.88 |
| Scott Burns Six Ways from Sunday | 6 | -6.92% | 14.15% | 7.44% | 8.26% | 11.06% | 0.53 | -26.39% | 3 - medium risk | 0.81 | $108,065.61 |
| Scott Burns Seven Value Portfolio | 7 | -6.72% | 15.26% | 8.09% | 8.49% | 11.57% | 0.53 | -27.78% | 4 - high risk | 0.86 | $115,111.95 |
| Scott Burns Seven Value 2 Portfolio | 8 | -7.43% | 15.86% | 8.66% | 8.80% | 12.12% | 0.53 | -28.29% | 4 - high risk | 0.86 | $125,505.84 |
| Scott Burns Nine Emerging Portfolio | 9 | -8.24% | 15.36% | 8.65% | 9.15% | 13.60% | 0.52 | -31.02% | 4 - high risk | 0.83 | $138,106.14 |
| Scott Burns 10 Speed Portfolio | 10 | -8.90% | 15.04% | 8.34% | 8.76% | 13.97% | 0.48 | -32.31% | 4 - high risk | 0.84 | $124,155.75 |
| Larry Swedroe Simple Portfolio | 6 | -7.03% | 12.04% | 8.09% | 8.27% | 11.11% | 0.52 | -23.85% | 3 - medium risk | 0.86 | $108,435.35 |
| Larry Swedroe, The Larry Portfolio 1 | 7 | -4.33% | 10.55% | 5.83% | 7.25% | 6.90% | 0.64 | -8.49% | 1 - very low risk | 0.81 | $81,645.53 |
| Larry Swedroe, The Larry Portfolio 2 | 3 | -3.70% | 8.80% | 4.93% | 7.40% | 5.60% | 0.83 | -3.70% | 1 - very low risk | 0.47 | $85,141.52 |
| Larry Swedroe, Eliminate Fat Tails Portfolio | 4 | -3.51% | 6.08% | 4.87% | 6.76% | 8.24% | 0.5 | -13.59% | 2 - low risk | 0.68 | $71,215.30 |
| Larry Swedroe, Big Rocks Portfolio | 11 | -5.71% | 13.03% | 7.35% | 7.77% | 10.04% | 0.52 | -20.68% | 2 - low risk | 0.9 | $94,284.50 |
| William Bernstein No Brainer Portfolio | 4 | -6.76% | 16.27% | 8.68% | 7.68% | 12.90% | 0.42 | -27.63% | 4 - high risk | 0.95 | $91,983.79 |
| William Bernstein Cowards Portfolio | 9 | -4.88% | 13.84% | 7.38% | 7.88% | 9.89% | 0.54 | -19.93% | 2 - low risk | 0.93 | $97,354.23 |
| William Bernstein Four Pillars High Risk Portfolio | 11 | -7.60% | 15.17% | 7.74% | 7.94% | 12.71% | 0.45 | -28.32% | 4 - high risk | 0.88 | $99,067.16 |
| William Bernstein Four Pillars Medium Portfolio | 6 | -4.31% | 14.81% | 7.60% | 7.73% | 9.67% | 0.54 | -19.65% | 2 - low risk | 0.96 | $93,369.08 |
| William Bernstein Four Pillars Low Risk Portfolio | 4 | -2.91% | 13.51% | 6.58% | 7.14% | 8.31% | 0.55 | -15.89% | 2 - low risk | 0.97 | $79,194.72 |
| Rob Arnott Portfolio | 8 | -4.04% | 14.26% | 5.65% | 7.06% | 7.30% | 0.6 | -14.88% | 2 - low risk | 0.71 | $77,380.64 |
| The Global Market Portfolio, GMP CREDIT SUISSE | 8 | -4.35% | 17.05% | 7.64% | 7.97% | 8.76% | 0.6 | -15.83% | 2 - low risk | 0.87 | $99,897.22 |
| The Global Market Portfolio, Financial Engines 2007 | 15 | -5.48% | 16.78% | 8.16% | 8.04% | 11.30% | 0.5 | -23.12% | 3 - medium risk | 0.96 | $101,637.13 |
| Meb Faber Risk Parity Portfolio | 7 | -2.83% | 12.96% | 5.28% | 6.80% | 6.06% | 0.67 | -7.82% | 1 - very low risk | 0.6 | $71,945.61 |
| Robo Advisor Betterment 100 | 6 | -10.24% | 20.54% | 10.45% | 8.89% | 17.77% | 0.42 | -40.13% | 5 - very high risk | 0.92 | $128,734.87 |
| Robo Advisor Betterment 80 | 10 | -8.05% | 17.83% | 9.20% | 8.55% | 14.50% | 0.45 | -31.68% | 4 - high risk | 0.92 | $117,253.29 |
| Robo Advisor Betterment 60 | 10 | -5.79% | 15.19% | 7.93% | 8.08% | 11.31% | 0.5 | -23.25% | 3 - medium risk | 0.91 | $102,835.26 |
| Robo Advisor Betterment 40 | 11 | -3.48% | 12.27% | 6.45% | 7.39% | 8.17% | 0.57 | -14.52% | 2 - low risk | 0.87 | $84,982.92 |
| Robo Advisor Wealthfront 100 | 7 | -9.49% | 18.65% | 9.52% | 9.23% | 18.09% | 0.43 | -39.45% | 5 - very high risk | 0.8 | $141,384.10 |
| Robo Advisor Wealthfront 80 | 7 | -8.01% | 19.91% | 9.89% | 8.93% | 15.49% | 0.45 | -36.03% | 5 - very high risk | 0.88 | $130,253.32 |
| Robo Advisor Wealthfront 60 | 7 | -6.80% | 19.16% | 9.40% | 8.67% | 13.43% | 0.48 | -31.03% | 4 - high risk | 0.9 | $121,214.80 |
| Robo Advisor Wealthfront 40 | 7 | -5.45% | 18.45% | 8.96% | 8.40% | 11.51% | 0.52 | -25.94% | 3 - medium risk | 0.91 | $112,287.77 |
| Gibson Five Asset Classes | 6 | -7.86% | 16.64% | 6.07% | 7.08% | 11.92% | 0.4 | -32.09% | 4 - high risk | 0.79 | $77,859.18 |
| Harry Markowitz, Father of Modern Portfolio Theory, Portfolio | 2 | -2.69% | 17.24% | 8.38% | 8.26% | 9.46% | 0.61 | -15.99% | 2 - low risk | 0.97 | $108,052.29 |
| Rick Ferri Early Saver Moderate Basic Portfolio | 4 | -5.64% | 18.93% | 8.94% | 8.08% | 11.63% | 0.49 | -25.82% | 3 - medium risk | 0.96 | $103,026.08 |
| Rick Ferri Early Saver Moderate Multi Asset Portfolio | 11 | -7.61% | 17.39% | 9.39% | 8.90% | 12.46% | 0.52 | -27.23% | 4 - high risk | 0.9 | $128,912.98 |
| Rick Ferri Midlife Moderate Basic Portfolio | 4 | -4.83% | 17.37% | 8.19% | 7.86% | 10.16% | 0.52 | -21.40% | 3 - medium risk | 0.96 | $96,757.11 |
| Rick Ferri Midlifer Moderate Multi Asset Portfolio | 11 | -7.01% | 15.73% | 8.92% | 8.63% | 11.41% | 0.54 | -24.53% | 3 - medium risk | 0.89 | $119,738.71 |
| Rick Ferri Transitional Moderate Basic Portfolio | 5 | -4.07% | 15.58% | 7.31% | 7.49% | 8.78% | 0.55 | -17.11% | 2 - low risk | 0.95 | $87,324.19 |
| Rick Ferri Transitional Moderate Multi Asset Portfolio | 12 | -5.81% | 14.37% | 8.25% | 8.24% | 10.00% | 0.56 | -20.84% | 3 - medium risk | 0.88 | $107,694.17 |
| Rick Ferri Mature Retired Saver Moderate Basic Portfolio | 6 | -2.84% | 13.26% | 6.24% | 7.08% | 7.15% | 0.62 | -12.26% | 1 - very low risk | 0.93 | $77,807.40 |
| Rick Ferri Mature Retired Saver Moderate Multi Asset Portfolio | 10 | -3.33% | 12.41% | 6.28% | 7.30% | 7.23% | 0.64 | -12.61% | 2 - low risk | 0.9 | $82,677.75 |
| Balanced Portfolio 10/90 | 2 | -0.64% | 9.81% | 4.35% | 6.40% | 4.97% | 0.81 | -2.41% | 1 - very low risk | 0.46 | $64,395.11 |
| Balanced Portfolio 20/80 | 2 | -1.15% | 11.67% | 5.38% | 6.91% | 5.63% | 0.79 | -3.37% | 1 - very low risk | 0.72 | $74,264.67 |
| Balanced Portfolio 30/70 | 2 | -1.67% | 13.53% | 6.39% | 7.39% | 6.70% | 0.73 | -7.57% | 1 - very low risk | 0.86 | $84,899.95 |
| Balanced Portfolio 40/60 | 2 | -2.18% | 15.38% | 7.39% | 7.84% | 8.01% | 0.66 | -11.78% | 1 - very low risk | 0.93 | $96,206.80 |
| Balanced Portfolio 50/50 | 2 | -2.69% | 17.24% | 8.38% | 8.26% | 9.46% | 0.61 | -15.99% | 2 - low risk | 0.97 | $108,052.29 |
| Balanced Portfolio 70/30 | 2 | -3.72% | 20.96% | 10.31% | 9.00% | 12.60% | 0.54 | -24.41% | 3 - medium risk | 0.99 | $132,614.65 |
| Balanced Portfolio 80/20 | 2 | -4.23% | 22.81% | 11.26% | 9.32% | 14.23% | 0.51 | -28.62% | 4 - high risk | 1 | $144,847.01 |
| Balanced Portfolio 90/10 | 2 | -4.74% | 24.67% | 12.20% | 9.61% | 15.88% | 0.49 | -32.83% | 4 - high risk | 1 | $156,648.41 |
| Index Fund Advisors, Portfolio 90 | 16 | -9.92% | 17.42% | 10.67% | 9.60% | 16.04% | 0.48 | -34.32% | 5 - very high risk | 0.87 | $156,382.38 |
| Index Fund Advisors, Portfolio 70 | 16 | -7.35% | 14.79% | 8.76% | 8.58% | 12.47% | 0.5 | -25.65% | 3 - medium risk | 0.87 | $118,307.61 |
| Index Fund Advisors, Portfolio 40 | 16 | -3.50% | 10.83% | 5.76% | 6.81% | 7.25% | 0.55 | -12.64% | 2 - low risk | 0.87 | $72,087.68 |
| Index Fund Advisors, Portfolio 30 | 16 | -2.21% | 9.51% | 4.71% | 6.15% | 5.61% | 0.59 | -8.31% | 1 - very low risk | 0.84 | $59,900.62 |
| Index Fund Advisors, Portfolio 20 | 16 | -0.93% | 8.20% | 3.65% | 5.46% | 4.13% | 0.64 | -3.97% | 1 - very low risk | 0.77 | $49,276.08 |
| Index Fund Advisors, Portfolio 10 | 16 | 0.36% | 6.85% | 2.57% | 4.74% | 3.04% | 0.71 | -0.31% | 1 - very low risk | 0.53 | $40,126.43 |
| Total US Stock Market | 1 | -5.26% | 26.53% | 13.13% | 9.85% | 17.56% | 0.48 | -37.07% | 5 - very high risk | 1 | $167,666.29 |
| The Jack Bogle Portfolio | 2 | -3.20% | 19.10% | 9.35% | 8.64% | 11.00% | 0.57 | -20.20% | 2 - low risk | 0.98 | $120,261.40 |
| Paul Merriman Best-in-Class ETFs Portfolio (Aggressive) | 12 | -12.05% | 18.38% | 10.54% | 8.96% | 17.24% | 0.42 | -38.78% | 5 - very high risk | 0.85 | $131,206.74 |
| Paul Merriman Best-in-Class ETFs Portfolio (Moderate) | 15 | -6.99% | 12.73% | 7.48% | 8.03% | 10.21% | 0.53 | -20.03% | 2 - low risk | 0.85 | $101,511.15 |
| Paul Merriman Best-in-Class ETFs Portfolio (Conservative) | 15 | -4.45% | 9.90% | 5.82% | 7.34% | 7.10% | 0.64 | -10.65% | 1 - very low risk | 0.79 | $83,794.82 |
| Paul Merriman Target Date Portfolio (25 year old) | 4 | -14.91% | 18.31% | 11.77% | 10.66% | 18.55% | 0.49 | -37.29% | 5 - very high risk | 0.78 | $208,879.80 |
| Paul Merriman Target Date Portfolio (35 year old) | 11 | -14.34% | 18.38% | 11.73% | 10.50% | 18.29% | 0.49 | -37.11% | 5 - very high risk | 0.79 | $199,704.11 |
| Paul Merriman Target Date Portfolio (45 year old) | 14 | -12.38% | 17.49% | 11.09% | 10.00% | 16.58% | 0.49 | -34.01% | 5 - very high risk | 0.82 | $174,635.70 |
| Paul Merriman Target Date Portfolio (55 year old) | 14 | -8.98% | 15.18% | 9.54% | 9.10% | 13.11% | 0.52 | -26.44% | 3 - medium risk | 0.85 | $136,442.55 |
| Paul Merriman Target Date Portfolio (65 year old) | 14 | -5.25% | 11.49% | 7.13% | 7.96% | 8.61% | 0.61 | -14.68% | 2 - low risk | 0.84 | $99,510.95 |
| iShares Lifepath Fund | 7 | -3.59% | 13.45% | 6.56% | 7.21% | 7.68% | 0.59 | -13.57% | 2 - low risk | 0.92 | $80,698.80 |
| iShares LifePath Index 2060 Fund (25 year old) | 5 | -7.97% | 23.32% | 10.75% | 8.39% | 15.88% | 0.42 | -38.86% | 5 - very high risk | 0.95 | $112,270.53 |
| iShares LifePath Index 2050 Fund (35 year old) | 6 | -7.93% | 23.37% | 10.76% | 8.40% | 15.85% | 0.42 | -38.79% | 5 - very high risk | 0.95 | $112,567.78 |
| iShares LifePath Index 2040 Fund (45 year old) | 7 | -7.16% | 21.81% | 10.11% | 8.29% | 14.42% | 0.43 | -34.54% | 5 - very high risk | 0.96 | $109,036.34 |
| iShares LifePath Index 2030 Fund (55 year old) | 7 | -5.75% | 18.48% | 8.72% | 7.93% | 11.62% | 0.48 | -26.20% | 3 - medium risk | 0.96 | $98,750.68 |
| iShares Model Portfolio 100% Stocks | 2 | -9.21% | 22.08% | 10.28% | 7.66% | 17.42% | 0.35 | -40.07% | 5 - very high risk | 0.94 | $91,490.15 |
| iShares Model Portfolio 91% Stocks | 3 | -8.56% | 20.62% | 9.59% | 7.55% | 15.91% | 0.36 | -36.15% | 5 - very high risk | 0.94 | $88,696.63 |
| iShares Model Portfolio 85% Stocks | 3 | -7.89% | 19.92% | 9.30% | 7.60% | 14.86% | 0.38 | -33.34% | 4 - high risk | 0.95 | $89,949.07 |
| iShares Model Portfolio 80% Stocks | 4 | -7.39% | 19.09% | 8.93% | 7.49% | 14.04% | 0.38 | -31.14% | 4 - high risk | 0.95 | $87,403.88 |
| iShares Model Portfolio 70% Stocks | 4 | -6.14% | 17.95% | 8.47% | 7.54% | 12.32% | 0.42 | -26.42% | 3 - medium risk | 0.96 | $88,449.95 |
| iShares Model Portfolio 65% Stocks | 4 | -5.45% | 17.43% | 8.27% | 7.57% | 11.48% | 0.45 | -24.02% | 3 - medium risk | 0.96 | $89,214.11 |
| iShares Model Portfolio 55% Stocks | 4 | -4.03% | 15.33% | 7.28% | 7.28% | 9.25% | 0.5 | -17.73% | 2 - low risk | 0.96 | $82,397.36 |
| iShares Model Portfolio 51% Stocks | 4 | -4.61% | 15.88% | 7.51% | 7.35% | 9.88% | 0.48 | -19.59% | 2 - low risk | 0.96 | $83,904.16 |
| iShares Model Portfolio 40% Stocks | 4 | -4.03% | 15.33% | 7.28% | 7.28% | 9.25% | 0.5 | -17.73% | 2 - low risk | 0.96 | $82,397.36 |
| iShares Model Portfolio 36% Stocks | 4 | -2.61% | 14.11% | 6.74% | 7.22% | 7.62% | 0.59 | -12.51% | 2 - low risk | 0.94 | $81,005.57 |
| iShares Model Portfolio 20% Stocks | 4 | -2.19% | 13.57% | 6.48% | 7.14% | 7.07% | 0.63 | -10.68% | 1 - very low risk | 0.93 | $79,268.19 |
| iShares Model Portfolio 15% Stocks | 4 | -0.85% | 11.11% | 5.19% | 6.64% | 5.22% | 0.77 | -3.58% | 1 - very low risk | 0.76 | $68,797.92 |
| iShares Model Portfolio 10% Stocks | 3 | -0.11% | 10.70% | 5.00% | 6.63% | 4.99% | 0.83 | -2.85% | 1 - very low risk | 0.65 | $68,653.33 |
| Ben Stein Portfolio | 7 | -7.21% | 17.13% | 8.38% | 8.01% | 14.13% | 0.42 | -32.19% | 4 - high risk | 0.92 | $100,800.42 |
| JL Collins, Simple Path To Wealth, Wealth Building Portfolio | 1 | -5.26% | 26.53% | 13.13% | 9.85% | 17.56% | 0.48 | -37.07% | 5 - very high risk | 1 | $167,666.29 |
| JL Collins, Simple Path To Wealth, Wealth Preservation Portfolio | 2 | -3.97% | 21.88% | 10.79% | 9.16% | 13.41% | 0.53 | -26.52% | 3 - medium risk | 1 | $138,764.28 |
| Paul Merriman FundAdvice Ultimate Buy and Hold | 13 | -7.18% | 12.80% | 7.37% | 7.95% | 10.70% | 0.5 | -21.68% | 3 - medium risk | 0.83 | $99,272.22 |
| Fidelity Freedom Index 2030 (55 year old) | 6 | -6.13% | 19.25% | 9.10% | 7.99% | 12.93% | 0.45 | -28.24% | 4 - high risk | 0.98 | $100,246.61 |
| Fidelity Freedom Index 2040 (45 year old) | 5 | -7.30% | 21.65% | 10.22% | 8.20% | 15.43% | 0.41 | -34.85% | 5 - very high risk | 0.97 | $106,498.52 |
| Fidelity Freedom Index 2050 (35 year old) | 5 | -7.30% | 21.65% | 10.22% | 8.20% | 15.43% | 0.41 | -34.85% | 5 - very high risk | 0.97 | $106,498.52 |
| Fidelity Freedom Index 2060 (25 year old and younger) | 5 | -7.30% | 21.65% | 10.22% | 8.20% | 15.43% | 0.41 | -34.85% | 5 - very high risk | 0.97 | $106,498.52 |
| TD Ameritrade Core Portfolio Conservative | 5 | -1.97% | 11.59% | 5.33% | 6.68% | 5.72% | 0.7 | -6.09% | 1 - very low risk | 0.82 | $69,550.36 |
| TD Ameritrade Core Portfolio Moderate | 5 | -3.36% | 13.76% | 6.44% | 7.07% | 7.61% | 0.58 | -12.84% | 2 - low risk | 0.93 | $77,553.64 |
| TD Ameritrade Core Portfolio Moderate Growth | 5 | -4.27% | 15.20% | 7.15% | 7.28% | 9.09% | 0.51 | -17.34% | 2 - low risk | 0.96 | $82,438.53 |
| TD Ameritrade Core Portfolio Growth | 5 | -6.09% | 18.09% | 8.55% | 7.62% | 12.29% | 0.43 | -26.33% | 3 - medium risk | 0.96 | $90,521.11 |
| TD Ameritrade Core Portfolio Aggressive | 5 | -7.35% | 20.37% | 9.62% | 7.83% | 14.79% | 0.4 | -33.00% | 4 - high risk | 0.96 | $95,918.48 |
| Morningstar Conservative Retirement Saver Portfolio | 7 | -4.51% | 15.09% | 7.65% | 7.91% | 9.53% | 0.56 | -18.49% | 2 - low risk | 0.95 | $98,077.76 |
| Morningstar Moderate Retirement Saver Portfolio | 5 | -7.13% | 19.78% | 9.67% | 8.49% | 13.85% | 0.46 | -29.87% | 4 - high risk | 0.97 | $115,229.73 |
| Morningstar Aggressive Retirement Saver Portfolio | 5 | -8.97% | 21.55% | 10.36% | 8.39% | 16.27% | 0.41 | -36.51% | 5 - very high risk | 0.96 | $112,197.13 |
| Vanguard Target Retirement 2030 (55 year old) | 4 | -6.03% | 18.09% | 8.56% | 7.59% | 12.34% | 0.43 | -26.42% | 3 - medium risk | 0.96 | $89,870.99 |
| Vanguard Target Retirement 2040 (45 year old) | 4 | -7.47% | 20.25% | 9.54% | 7.76% | 14.83% | 0.39 | -33.14% | 4 - high risk | 0.96 | $94,018.21 |
| Vanguard Target Retirement 2050 (35 year old) | 4 | -7.95% | 20.94% | 9.85% | 7.78% | 15.65% | 0.38 | -35.31% | 5 - very high risk | 0.96 | $94,771.32 |
| Vanguard Target Retirement 2060 (25 year old) | 4 | -7.97% | 20.94% | 9.84% | 7.78% | 15.67% | 0.38 | -35.36% | 5 - very high risk | 0.95 | $94,566.58 |
| Merrill Lynch Edge Select Portfolio, Conservative | 12 | -2.14% | 9.45% | 5.89% | 6.82% | 6.23% | 0.64 | -10.80% | 1 - very low risk | 0.83 | $72,420.35 |
| Merrill Lynch Edge Select Portfolio, Moderately Conservative | 12 | -4.26% | 14.00% | 8.34% | 8.27% | 9.46% | 0.59 | -19.74% | 2 - low risk | 0.9 | $108,323.20 |
| Merrill Lynch Edge Select Portfolio, Moderately | 12 | -5.47% | 16.37% | 9.15% | 8.59% | 11.48% | 0.54 | -25.30% | 3 - medium risk | 0.94 | $118,343.20 |
| Merrill Lynch Edge Select Portfolio, Moderately Aggressive | 12 | -6.35% | 18.64% | 9.84% | 8.78% | 13.60% | 0.49 | -30.53% | 4 - high risk | 0.95 | $124,804.39 |
| Merrill Lynch Edge Select Portfolio, Aggressive | 12 | -7.23% | 20.44% | 10.34% | 8.88% | 15.58% | 0.45 | -34.96% | 5 - very high risk | 0.95 | $128,238.64 |
| David Booth (DFA) Fixed Income Portfolio | 4 | 1.56% | 6.37% | 1.80% | 4.38% | 3.28% | 0.56 | -1.53% | 1 - very low risk | -0.07 | $36,177.71 |
| David Booth (DFA) Conservative Portfolio | 15 | -0.73% | 9.13% | 3.87% | 5.71% | 4.06% | 0.73 | -2.85% | 1 - very low risk | 0.73 | $52,906.86 |
| David Booth (DFA) Moderate Portfolio | 15 | -3.02% | 11.89% | 5.87% | 6.92% | 6.91% | 0.6 | -12.06% | 1 - very low risk | 0.88 | $74,434.21 |
| David Booth (DFA) Normal Portfolio | 15 | -5.31% | 14.66% | 7.80% | 8.00% | 10.24% | 0.53 | -21.28% | 3 - medium risk | 0.9 | $100,732.35 |
| David Booth (DFA) Aggressive Portfolio | 15 | -7.59% | 17.42% | 9.66% | 8.95% | 13.69% | 0.49 | -30.49% | 4 - high risk | 0.9 | $130,969.26 |
| David Booth (DFA) Equity Portfolio | 11 | -9.88% | 20.18% | 11.46% | 9.75% | 17.19% | 0.47 | -39.70% | 5 - very high risk | 0.9 | $163,155.23 |
| Rick Ferri's Core 4 fund Portfolio (80/20) | 4 | -6.50% | 20.36% | 9.64% | 8.20% | 13.36% | 0.45 | -30.32% | 4 - high risk | 0.97 | $106,362.82 |
| Rick Ferri's Core 4 fund Portfolio (40/60)) | 4 | -3.32% | 14.16% | 6.58% | 7.27% | 7.44% | 0.62 | -12.63% | 2 - low risk | 0.92 | $82,091.39 |
| Rick Ferri's Core 4 fund Portfolio (20/80) | 4 | -1.72% | 11.06% | 4.98% | 6.62% | 5.30% | 0.76 | -3.79% | 1 - very low risk | 0.7 | $68,507.11 |
| Vanguard LifeStrategy Income Fund (20/80) | 4 | -1.16% | 10.81% | 5.00% | 6.49% | 5.13% | 0.74 | -3.80% | 1 - very low risk | 0.76 | $66,028.60 |
| Vanguard LifeStrategy Conservative Growth (40/60) | 4 | -3.12% | 13.71% | 6.47% | 7.03% | 7.61% | 0.57 | -12.87% | 2 - low risk | 0.93 | $76,708.39 |
| Vanguard LifeStrategy Moderate Growth (60/40) | 4 | -5.07% | 16.63% | 7.88% | 7.44% | 10.71% | 0.46 | -21.92% | 3 - medium risk | 0.96 | $86,020.81 |
| Vanguard LifeStrategy Growth Fund (80/20) | 4 | -6.98% | 19.51% | 9.21% | 7.71% | 13.98% | 0.4 | -30.84% | 4 - high risk | 0.96 | $92,791.68 |
| William Bernstein Sheltered Sam Portfolio | 12 | -5.21% | 13.77% | 7.57% | 7.99% | 9.96% | 0.55 | -21.69% | 3 - medium risk | 0.91 | $100,223.07 |
| Tim Maurer Simple Money Portfolio | 7 | -7.00% | 12.95% | 7.38% | 7.62% | 10.17% | 0.49 | -19.40% | 2 - low risk | 0.88 | $90,621.29 |
| T. Rowe Price ActivePlus Portfolio, Model 10 | 5 | -0.99% | 8.06% | 3.95% | 6.13% | 4.86% | 0.76 | -2.36% | 1 - very low risk | 0.43 | $59,589.77 |
| T. Rowe Price ActivePlus Portfolio, Model 20 | 4 | -1.88% | 10.23% | 4.99% | 6.61% | 5.52% | 0.73 | -5.20% | 1 - very low risk | 0.69 | $68,300.70 |
| T. Rowe Price ActivePlus Portfolio, Model 30 | 4 | -2.78% | 11.74% | 5.84% | 6.94% | 6.49% | 0.66 | -9.54% | 1 - very low risk | 0.85 | $74,858.76 |
| T. Rowe Price ActivePlus Portfolio, Model 40 | 4 | -3.53% | 13.48% | 6.63% | 7.23% | 7.71% | 0.59 | -13.64% | 2 - low risk | 0.92 | $81,209.95 |
| T. Rowe Price ActivePlus Portfolio, Model 50 | 4 | -4.23% | 15.10% | 7.44% | 7.53% | 9.19% | 0.54 | -18.00% | 2 - low risk | 0.95 | $88,292.57 |
| T. Rowe Price ActivePlus Portfolio, Model 60 | 4 | -4.95% | 16.89% | 8.21% | 7.76% | 10.70% | 0.5 | -22.03% | 3 - medium risk | 0.97 | $94,224.73 |
| T. Rowe Price ActivePlus Portfolio, Model 70 | 4 | -5.69% | 18.64% | 8.96% | 7.96% | 12.28% | 0.46 | -26.13% | 3 - medium risk | 0.98 | $99,620.29 |
| T. Rowe Price ActivePlus Portfolio, Model 80 | 3 | -6.44% | 20.33% | 9.70% | 8.13% | 13.91% | 0.43 | -30.31% | 4 - high risk | 0.98 | $104,308.51 |
| T. Rowe Price ActivePlus Portfolio, Model 90 | 3 | -7.22% | 21.88% | 10.43% | 8.26% | 15.58% | 0.41 | -34.74% | 5 - very high risk | 0.98 | $108,136.02 |
| T. Rowe Price ActivePlus Portfolio, Model 100 | 2 | -8.01% | 23.43% | 11.15% | 8.35% | 17.26% | 0.39 | -39.16% | 5 - very high risk | 0.97 | $110,873.71 |
| Schwab Target Date Fund 2030 (55 year old) | 8 | -5.49% | 17.90% | 8.60% | 8.03% | 11.84% | 0.48 | -25.67% | 3 - medium risk | 0.96 | $101,528.93 |
| Schwab Target Date Fund 2040 (45 year old) | 8 | -6.93% | 20.02% | 9.71% | 8.41% | 14.38% | 0.45 | -32.53% | 4 - high risk | 0.96 | $112,877.40 |
| Schwab Target Date Fund 2050 (35 year old) | 8 | -7.68% | 21.05% | 10.25% | 8.57% | 15.73% | 0.43 | -36.12% | 5 - very high risk | 0.95 | $117,912.78 |
| Schwab Target Date Fund 2060 (25 year old) | 7 | -8.12% | 21.70% | 10.59% | 8.67% | 16.54% | 0.42 | -38.22% | 5 - very high risk | 0.95 | $121,276.86 |
| Schwab Managed Portfolio, Conservative Income | 6 | -0.24% | 6.48% | 3.51% | 5.53% | 4.21% | 0.68 | -2.02% | 1 - very low risk | 0.33 | $50,300.56 |
| Schwab Managed Portfolio, Income With Growth | 10 | -2.05% | 9.85% | 4.80% | 6.16% | 5.29% | 0.64 | -8.31% | 1 - very low risk | 0.81 | $60,096.35 |
| Schwab Managed Portfolio, Balanced | 11 | -4.42% | 12.54% | 5.70% | 6.83% | 8.07% | 0.52 | -17.24% | 2 - low risk | 0.89 | $72,502.11 |
| Schwab Managed Portfolio, Balanced With Growth | 11 | -6.44% | 15.47% | 7.03% | 7.42% | 10.86% | 0.46 | -25.07% | 3 - medium risk | 0.92 | $85,575.51 |
| Schwab Managed Portfolio, Growth | 9 | -8.08% | 17.71% | 8.08% | 7.71% | 13.63% | 0.41 | -32.44% | 4 - high risk | 0.92 | $92,913.64 |
| Schwab Managed Portfolio, Aggressive Growth | 7 | -9.34% | 19.58% | 9.24% | 7.98% | 16.11% | 0.39 | -38.11% | 5 - very high risk | 0.92 | $100,053.89 |
| Time.Inc Money Portfolio 1, Simple and Cheap | 5 | -4.82% | 17.05% | 8.02% | 7.70% | 10.07% | 0.51 | -21.56% | 3 - medium risk | 0.94 | $92,573.39 |
| Time.Inc Money Portfolio 2, Tilt Toward Value | 7 | -4.73% | 17.02% | 8.26% | 7.98% | 9.94% | 0.54 | -20.91% | 3 - medium risk | 0.94 | $100,083.92 |
| Gibson Four Asset Classes | 4 | -10.12% | 17.98% | 6.26% | 6.96% | 14.40% | 0.35 | -40.45% | 5 - very high risk | 0.76 | $75,282.02 |
| Alpha Architect Robust | 8 | -6.57% | 17.03% | 8.86% | 9.70% | 12.32% | 0.61 | -29.92% | 4 - high risk | 0.91 | $160,622.37 |
| Meb Faber GTAA Conservative | 11 | -6.03% | 15.10% | 6.10% | 8.10% | 9.83% | 0.58 | -21.92% | 3 - medium risk | 0.73 | $103,537.79 |
| Meb Faber GTAA Moderate | 11 | -8.06% | 16.29% | 6.57% | 8.35% | 12.71% | 0.49 | -32.09% | 4 - high risk | 0.74 | $110,802.81 |
| Meb Faber GAA | 10 | -4.71% | 16.51% | 6.80% | 7.56% | 8.31% | 0.59 | -15.98% | 2 - low risk | 0.84 | $88,903.62 |
| All Seasons Portfolio | 8 | -4.20% | 16.00% | 5.70% | 7.77% | 7.20% | 0.72 | -4.20% | 1 - very low risk | 0.58 | $94,312.86 |
| TrevH | 4 | -12.56% | 18.55% | 10.19% | 7.98% | 17.54% | 0.36 | -40.84% | 5 - very high risk | 0.87 | $100,109.95 |
| Morningstar Lifetime Allocation Index Aggressive, 2060 | 18 | -9.92% | 19.71% | 9.90% | 8.69% | 16.98% | 0.42 | -39.58% | 5 - very high risk | 0.91 | $121,837.52 |
| Morningstar Lifetime Allocation Index Aggressive, 2050 | 18 | -9.68% | 20.04% | 10.07% | 8.74% | 16.84% | 0.42 | -39.34% | 5 - very high risk | 0.92 | $123,631.03 |
| Morningstar Lifetime Allocation Index Aggressive, 2040 | 18 | -9.34% | 20.24% | 10.17% | 8.79% | 16.54% | 0.43 | -38.68% | 5 - very high risk | 0.93 | $125,053.25 |
| Morningstar Lifetime Allocation Index Aggressive, 2030 | 18 | -8.05% | 19.11% | 9.58% | 8.64% | 14.61% | 0.46 | -33.69% | 4 - high risk | 0.94 | $120,145.92 |
| Morningstar Lifetime Allocation Index Aggressive, Income | 18 | -4.27% | 13.38% | 6.95% | 7.62% | 8.60% | 0.58 | -17.81% | 2 - low risk | 0.91 | $90,425.62 |
| Morningstar Lifetime Allocation Index Moderate, 2060 | 18 | -9.43% | 19.34% | 9.70% | 8.67% | 16.24% | 0.43 | -37.69% | 5 - very high risk | 0.92 | $121,094.82 |
| Morningstar Lifetime Allocation Index Moderate, 2050 | 18 | -9.16% | 19.58% | 9.82% | 8.70% | 16.03% | 0.43 | -37.23% | 5 - very high risk | 0.93 | $122,307.82 |
| Morningstar Lifetime Allocation Index Moderate, 2040 | 18 | -8.40% | 19.17% | 9.59% | 8.65% | 14.99% | 0.45 | -34.58% | 5 - very high risk | 0.94 | $120,477.91 |
| Morningstar Lifetime Allocation Index Moderate, 2030 | 18 | -6.38% | 16.76% | 8.34% | 8.24% | 11.76% | 0.5 | -26.08% | 3 - medium risk | 0.94 | $107,427.03 |
| Morningstar Lifetime Allocation Index Moderate, Income | 18 | -3.29% | 11.35% | 5.96% | 7.16% | 7.05% | 0.64 | -13.00% | 2 - low risk | 0.85 | $79,623.70 |
| Morningstar Lifetime Allocation Index Conservative, 2060 | 18 | -8.48% | 18.63% | 9.37% | 8.60% | 14.93% | 0.45 | -33.85% | 4 - high risk | 0.92 | $118,850.00 |
| Morningstar Lifetime Allocation Index Conservative, 2050 | 18 | -8.01% | 18.53% | 9.27% | 8.57% | 14.32% | 0.46 | -32.36% | 4 - high risk | 0.93 | $117,838.75 |
| Morningstar Lifetime Allocation Index Conservative, 2040 | 18 | -6.43% | 16.85% | 8.35% | 8.25% | 11.85% | 0.5 | -25.86% | 3 - medium risk | 0.94 | $107,858.87 |
| Morningstar Lifetime Allocation Index Conservative, 2030 | 18 | -4.26% | 13.76% | 6.78% | 7.59% | 8.44% | 0.59 | -16.47% | 2 - low risk | 0.91 | $89,725.31 |
| Morningstar Lifetime Allocation Index Conservative, Income | 18 | -2.21% | 9.09% | 4.85% | 6.60% | 5.69% | 0.7 | -7.65% | 1 - very low risk | 0.68 | $68,098.57 |
| Burton Malkiel Portfolio, Mid-Twenties | 8 | -7.58% | 19.95% | 9.76% | 9.01% | 15.47% | 0.46 | -34.95% | 5 - very high risk | 0.9 | $133,157.53 |
| Burton Malkiel Portfolio, Late Thirties to Early Forties | 8 | -7.14% | 19.97% | 9.71% | 9.06% | 14.88% | 0.48 | -33.66% | 4 - high risk | 0.91 | $134,960.30 |
| Burton Malkiel Portfolio, Mid-Fifties | 8 | -6.36% | 19.82% | 9.53% | 9.06% | 13.70% | 0.51 | -31.13% | 4 - high risk | 0.91 | $135,001.91 |
| Burton Malkiel Portfolio, Late Sixties and Beyond | 8 | -4.94% | 18.96% | 8.98% | 8.83% | 11.71% | 0.55 | -26.55% | 4 - high risk | 0.91 | $126,498.47 |
| Dimensional 2030 Target Date Retirement Income Fund | 8 | -5.13% | 15.03% | 7.39% | 7.35% | 10.37% | 0.47 | -23.00% | 3 - medium risk | 0.93 | $83,928.30 |
| Dimensional 2040 Target Date Retirement Income Fund | 7 | -6.89% | 21.30% | 9.12% | 7.69% | 14.62% | 0.39 | -32.72% | 4 - high risk | 0.96 | $92,411.83 |
| Dimensional 2050 Target Date Retirement Income Fund | 7 | -8.03% | 22.32% | 10.30% | 8.33% | 16.76% | 0.4 | -37.84% | 5 - very high risk | 0.96 | $110,277.76 |
| Dimensional 2060 Target Date Retirement Income Fund | 7 | -8.03% | 22.32% | 10.30% | 8.33% | 16.76% | 0.4 | -37.84% | 5 - very high risk | 0.96 | $110,277.76 |
| Dimensional Retirement Income Fund | 7 | -1.84% | 7.34% | 4.28% | 5.50% | 5.00% | 0.52 | -8.22% | 1 - very low risk | 0.7 | $49,881.16 |
| Paul Merriman 2-Fund-Value-Portfolio | 2 | -8.94% | 21.01% | 12.16% | 10.15% | 16.81% | 0.5 | -36.32% | 5 - very high risk | 0.87 | $181,628.39 |
| Paul Merriman 4-Fund-Portfolio | 4 | -7.96% | 22.10% | 12.71% | 10.13% | 16.90% | 0.5 | -35.35% | 5 - very high risk | 0.94 | $180,685.17 |
| Paul Merriman 5-Fund-Value-Portfolio | 5 | -13.30% | 17.20% | 10.15% | 9.42% | 18.41% | 0.43 | -40.36% | 5 - very high risk | 0.82 | $148,767.07 |
| 7-Twelve Portfolio Age Based 50-60 by Craig Israelsen | 12 | -4.39% | 11.16% | 5.40% | 6.73% | 8.32% | 0.49 | -18.12% | 2 - low risk | 0.79 | $70,557.65 |
| 7-Twelve Portfolio Age Based 60-70 by Craig Israelsen | 12 | -2.84% | 8.69% | 4.18% | 5.85% | 6.37% | 0.49 | -13.07% | 2 - low risk | 0.78 | $55,058.12 |
| 7-Twelve Portfolio Age Based 70 Plus by Craig Israelsen | 12 | -1.30% | 6.22% | 2.92% | 4.93% | 4.53% | 0.49 | -8.02% | 1 - very low risk | 0.74 | $42,365.62 |
| Dan Solin SuperSmart Portfolio, Low Risk | 8 | -1.18% | 6.04% | 3.30% | 5.84% | 4.47% | 0.77 | -2.57% | 1 - very low risk | 0.64 | $54,852.25 |
| Dan Solin SuperSmart Portfolio, Medium-Low Risk | 8 | -3.71% | 9.56% | 5.44% | 7.05% | 7.07% | 0.62 | -11.82% | 1 - very low risk | 0.84 | $77,140.41 |
| Dan Solin SuperSmart Portfolio, Medium | 8 | -6.24% | 13.08% | 7.50% | 8.13% | 10.29% | 0.54 | -21.06% | 3 - medium risk | 0.88 | $104,316.36 |
| Dan Solin SuperSmart Portfolio, Medium-High Risk | 8 | -8.77% | 16.60% | 9.50% | 9.08% | 13.70% | 0.5 | -30.31% | 4 - high risk | 0.88 | $135,465.72 |
| Dan Solin SuperSmart Portfolio, High Risk | 7 | -11.30% | 20.12% | 11.42% | 9.87% | 17.19% | 0.48 | -39.56% | 5 - very high risk | 0.88 | $168,455.69 |
| Dan Solin The Smartest ETF Portfolio, Low Risk | 2 | -0.86% | 6.40% | 2.90% | 5.24% | 4.20% | 0.66 | -3.03% | 1 - very low risk | 0.73 | $46,268.08 |
| Dan Solin The Smartest ETF Portfolio, Medium-Low Risk | 2 | -3.08% | 10.27% | 4.64% | 5.84% | 6.93% | 0.45 | -12.74% | 2 - low risk | 0.91 | $54,819.79 |
| Dan Solin The Smartest ETF Portfolio, Medium Risk | 2 | -5.30% | 14.14% | 6.31% | 6.29% | 10.34% | 0.36 | -22.46% | 3 - medium risk | 0.91 | $62,282.75 |
| Dan Solin The Smartest ETF Portfolio, Medium-High Risk | 2 | -7.51% | 18.01% | 7.92% | 6.58% | 13.94% | 0.32 | -32.17% | 4 - high risk | 0.91 | $67,641.97 |
| Dan Solin The Smartest ETF Portfolio, High Risk | 1 | -9.73% | 21.88% | 9.47% | 6.69% | 17.61% | 0.3 | -41.88% | 5 - very high risk | 0.9 | $69,869.99 |
| Dan Solin The Smartest Index Portfolio, Low Risk | 3 | -1.70% | 11.05% | 5.00% | 6.62% | 5.38% | 0.76 | -3.79% | 1 - very low risk | 0.73 | $68,435.86 |
| Dan Solin The Smartest Index Portfolio, Medium-Low Risk | 3 | -3.28% | 14.14% | 6.63% | 7.25% | 7.68% | 0.6 | -12.63% | 2 - low risk | 0.93 | $81,715.18 |
| Dan Solin The Smartest Index Portfolio, Medium Risk | 3 | -4.86% | 17.24% | 8.19% | 7.76% | 10.67% | 0.5 | -21.47% | 3 - medium risk | 0.97 | $94,109.79 |
| Dan Solin The Smartest Index Portfolio, Medium-High Risk | 3 | -6.44% | 20.33% | 9.70% | 8.13% | 13.91% | 0.43 | -30.31% | 4 - high risk | 0.98 | $104,308.51 |
| Dan Solin The Smartest Index Portfolio, High Risk | 2 | -8.01% | 23.43% | 11.15% | 8.35% | 17.26% | 0.39 | -39.16% | 5 - very high risk | 0.97 | $110,873.71 |
| TIAA-CREF Lifecycle 2030 | 6 | -5.56% | 18.49% | 8.97% | 8.30% | 12.35% | 0.49 | -25.56% | 3 - medium risk | 0.97 | $109,386.11 |
| TIAA-CREF Lifecycle 2040 | 4 | -6.85% | 21.10% | 10.21% | 8.65% | 15.05% | 0.45 | -32.62% | 4 - high risk | 0.97 | $120,538.59 |
| TIAA-CREF Lifecycle 2050 | 4 | -7.37% | 22.14% | 10.71% | 8.77% | 16.18% | 0.43 | -35.57% | 5 - very high risk | 0.97 | $124,411.43 |
| TIAA-CREF Lifecycle 2060 | 4 | -7.57% | 22.50% | 10.88% | 8.81% | 16.60% | 0.43 | -36.65% | 5 - very high risk | 0.97 | $125,752.82 |
| TIAA-CREF Lifecycle Index Retirement Income | 6 | -3.28% | 13.11% | 6.50% | 7.35% | 7.81% | 0.61 | -13.33% | 2 - low risk | 0.92 | $83,980.01 |
| William Bernstein Taxable Ted 100% Stocks | 4 | -8.55% | 22.90% | 11.43% | 8.76% | 16.30% | 0.43 | -37.92% | 5 - very high risk | 0.95 | $124,146.79 |
| William Bernstein Taxable Ted 90/10 | 5 | -7.70% | 21.40% | 10.67% | 8.61% | 14.72% | 0.45 | -33.62% | 4 - high risk | 0.95 | $119,095.91 |
| William Bernstein Taxable Ted 80/20 | 5 | -6.86% | 19.91% | 9.91% | 8.42% | 13.16% | 0.47 | -29.32% | 4 - high risk | 0.95 | $113,156.60 |
| William Bernstein Taxable Ted 70/30 | 5 | -6.02% | 18.41% | 9.13% | 8.21% | 11.62% | 0.5 | -25.03% | 3 - medium risk | 0.95 | $106,534.84 |
| William Bernstein Taxable Ted 60/40 | 5 | -5.18% | 16.92% | 8.34% | 7.96% | 10.12% | 0.53 | -20.73% | 2 - low risk | 0.95 | $99,425.41 |
| William Bernstein Taxable Ted 50/50 | 5 | -4.34% | 15.42% | 7.53% | 7.68% | 8.69% | 0.57 | -16.43% | 2 - low risk | 0.93 | $92,008.47 |
| William Bernstein Taxable Ted 40/60 | 5 | -3.49% | 13.93% | 6.72% | 7.37% | 7.35% | 0.63 | -12.13% | 1 - very low risk | 0.9 | $84,447.13 |
| William Bernstein Taxable Ted 30/70 | 5 | -2.65% | 12.44% | 5.89% | 7.04% | 6.18% | 0.7 | -7.84% | 1 - very low risk | 0.83 | $76,885.81 |
| William Bernstein Taxable Ted 20/80 | 5 | -1.81% | 10.94% | 5.04% | 6.67% | 5.28% | 0.77 | -3.54% | 1 - very low risk | 0.69 | $69,449.30 |
| William Bernstein Taxable Ted 10/90 | 5 | -0.97% | 9.45% | 4.19% | 6.28% | 4.80% | 0.8 | -2.17% | 1 - very low risk | 0.44 | $62,242.48 |
| William Bernstein Taxable Ted 100% Bonds | 1 | -0.13% | 7.95% | 3.31% | 5.87% | 4.87% | 0.72 | -2.66% | 1 - very low risk | 0.12 | $55,350.68 |
| William Bernstein Sheltered Sam 100% Stocks | 10 | -8.83% | 21.13% | 10.97% | 9.34% | 16.15% | 0.47 | -38.06% | 5 - very high risk | 0.92 | $145,530.74 |
| William Bernstein Sheltered Sam 90/10 | 12 | -7.96% | 19.47% | 10.27% | 9.06% | 14.71% | 0.48 | -34.65% | 5 - very high risk | 0.92 | $134,750.55 |
| William Bernstein Sheltered Sam 80/20 | 12 | -7.08% | 17.81% | 9.56% | 8.75% | 13.28% | 0.49 | -31.25% | 4 - high risk | 0.92 | $123,801.51 |
| William Bernstein Sheltered Sam 70/30 | 12 | -6.21% | 16.15% | 8.84% | 8.41% | 11.88% | 0.51 | -27.84% | 4 - high risk | 0.91 | $112,887.14 |
| William Bernstein Sheltered Sam 60/40 | 12 | -5.33% | 14.49% | 8.10% | 8.06% | 10.51% | 0.53 | -24.43% | 3 - medium risk | 0.9 | $102,180.70 |
| William Bernstein Sheltered Sam 50/50 | 12 | -4.46% | 12.83% | 7.36% | 7.67% | 9.19% | 0.55 | -21.02% | 3 - medium risk | 0.89 | $91,825.66 |
| William Bernstein Sheltered Sam 40/60 | 12 | -3.58% | 11.17% | 6.60% | 7.26% | 7.94% | 0.58 | -17.62% | 2 - low risk | 0.86 | $81,936.79 |
| William Bernstein Sheltered Sam 30/70 | 12 | -2.70% | 9.51% | 5.83% | 6.83% | 6.80% | 0.6 | -14.21% | 2 - low risk | 0.8 | $72,601.99 |
| William Bernstein Sheltered Sam 20/80 | 12 | -1.83% | 7.85% | 5.05% | 6.38% | 5.84% | 0.63 | -10.80% | 1 - very low risk | 0.69 | $63,884.40 |
| William Bernstein Sheltered Sam 10/90 | 12 | -0.95% | 6.19% | 4.26% | 5.90% | 5.16% | 0.63 | -7.39% | 1 - very low risk | 0.52 | $55,824.90 |
| William Bernstein Sheltered Sam 100% Bonds | 2 | -0.08% | 4.53% | 3.46% | 5.40% | 4.88% | 0.57 | -3.99% | 1 - very low risk | 0.26 | $48,444.77 |
| William Bernstein Young Yvonne Portfolio | 11 | -5.35% | 15.86% | 8.06% | 8.29% | 10.13% | 0.57 | -20.82% | 2 - low risk | 0.91 | $109,029.07 |
| William Bernstein Charlie Cringe Portfolio | 4 | -2.92% | 13.66% | 6.55% | 7.11% | 8.26% | 0.55 | -15.61% | 2 - low risk | 0.97 | $78,560.57 |
| William Bernstein Wendy Wonk Portfolio | 11 | -7.60% | 15.17% | 7.74% | 7.94% | 12.71% | 0.45 | -28.32% | 4 - high risk | 0.88 | $99,067.16 |
| William Bernstein Between Charlie and Wendy Portfolio | 6 | -4.32% | 14.95% | 7.57% | 7.70% | 9.62% | 0.53 | -19.37% | 2 - low risk | 0.96 | $92,643.31 |
| Goldman Sachs Target Date 2055 Portfolio | 10 | -8.03% | 20.52% | 10.09% | 8.48% | 15.36% | 0.43 | -35.20% | 5 - very high risk | 0.94 | $114,954.25 |
| Goldman Sachs Target Date 2045 Portfolio | 12 | -7.59% | 20.11% | 9.88% | 8.46% | 14.58% | 0.44 | -33.25% | 4 - high risk | 0.94 | $114,466.39 |
| Goldman Sachs Target Date 2035 Portfolio | 12 | -5.90% | 18.09% | 8.72% | 8.07% | 11.69% | 0.49 | -26.10% | 3 - medium risk | 0.94 | $102,602.09 |
| Goldman Sachs Target Date 2025 Portfolio | 13 | -4.25% | 15.98% | 7.68% | 7.62% | 9.18% | 0.54 | -19.22% | 2 - low risk | 0.91 | $90,512.98 |
| Robo Advisor Betterment 90 | 11 | -9.24% | 19.16% | 9.81% | 8.73% | 16.15% | 0.43 | -35.97% | 5 - very high risk | 0.92 | $123,249.30 |
| Robo Advisor Betterment 70 | 10 | -7.18% | 16.50% | 8.54% | 8.34% | 12.90% | 0.47 | -27.45% | 4 - high risk | 0.92 | $110,497.55 |
| Robo Advisor Betterment 50 | 10 | -5.13% | 13.88% | 7.23% | 7.81% | 9.79% | 0.53 | -19.01% | 2 - low risk | 0.89 | $95,337.73 |
| Robo Advisor Betterment 30 | 12 | -2.70% | 9.99% | 5.22% | 6.76% | 6.51% | 0.62 | -9.88% | 1 - very low risk | 0.83 | $71,114.48 |
| Robo Advisor Betterment 20 | 12 | -1.38% | 7.70% | 4.02% | 6.08% | 5.00% | 0.69 | -5.10% | 1 - very low risk | 0.74 | $58,695.62 |
| Robo Advisor Betterment 10 | 12 | -0.05% | 5.40% | 2.79% | 5.36% | 3.97% | 0.78 | -0.82% | 1 - very low risk | 0.49 | $47,911.68 |
| Robo Advisor Betterment 0 | 2 | 1.26% | 3.13% | 1.56% | 4.62% | 3.80% | 0.67 | -0.48% | 1 - very low risk | 0.05 | $38,762.57 |
| Rick Ferri Total Economy Core-4 Portfolio Low-Risk | 4 | -2.08% | 10.78% | 4.86% | 6.54% | 5.16% | 0.75 | -3.84% | 1 - very low risk | 0.68 | $66,817.92 |
| Rick Ferri Total Economy Core-4 Portfolio Conservative | 4 | -4.03% | 13.60% | 6.34% | 7.09% | 7.21% | 0.6 | -12.74% | 2 - low risk | 0.88 | $78,153.53 |
| Rick Ferri Total Economy Core-4 Portfolio Moderate | 4 | -5.98% | 16.42% | 7.76% | 7.54% | 9.99% | 0.49 | -21.64% | 3 - medium risk | 0.92 | $88,454.32 |
| Rick Ferri Total Economy Core-4 Portfolio Agressive | 4 | -7.94% | 19.24% | 9.12% | 7.86% | 13.04% | 0.43 | -30.53% | 4 - high risk | 0.92 | $96,658.59 |
| Rick Ferri Global Markets Core-4 Low-Risk | 4 | -1.10% | 11.10% | 5.09% | 6.58% | 5.18% | 0.76 | -3.52% | 1 - very low risk | 0.76 | $67,630.48 |
| Rick Ferri Global Markets Core-4 Conservative | 4 | -2.84% | 14.29% | 6.68% | 7.20% | 7.57% | 0.6 | -12.22% | 1 - very low risk | 0.95 | $80,453.23 |
| Rick Ferri Global Markets Core-4 Moderate | 4 | -4.58% | 17.48% | 8.20% | 7.69% | 10.57% | 0.49 | -20.92% | 3 - medium risk | 0.98 | $92,424.63 |
| Rick Ferri Global Markets Core-4 Aggressive | 4 | -6.31% | 20.67% | 9.67% | 8.06% | 13.79% | 0.43 | -29.62% | 4 - high risk | 0.98 | $102,325.27 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Low-Risk | 4 | -3.17% | 11.88% | 6.04% | 6.78% | 6.83% | 0.58 | -12.21% | 1 - very low risk | 0.65 | $71,544.28 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Conservative | 4 | -4.72% | 14.51% | 7.06% | 7.05% | 8.53% | 0.51 | -19.51% | 2 - low risk | 0.84 | $77,177.34 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Moderate | 4 | -6.27% | 17.13% | 8.02% | 7.20% | 10.99% | 0.43 | -26.80% | 4 - high risk | 0.9 | $80,618.53 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Aggressive | 4 | -7.82% | 19.76% | 8.93% | 7.24% | 13.81% | 0.37 | -34.10% | 5 - very high risk | 0.9 | $81,381.81 |
| Rick Ferri Income Seeker Core-4 Portfolio Low-Risk | 4 | -3.20% | 15.52% | 7.45% | 7.39% | 7.70% | 0.6 | -13.38% | 2 - low risk | 0.72 | $84,908.24 |
| Rick Ferri Income Seeker Core-4 Portfolio Conservative | 4 | -4.56% | 15.17% | 8.19% | 7.74% | 9.14% | 0.56 | -19.01% | 2 - low risk | 0.84 | $93,487.81 |
| Rick Ferri Income Seeker Core-4 Portfolio Moderate | 4 | -5.92% | 14.64% | 8.90% | 8.01% | 11.00% | 0.51 | -24.65% | 3 - medium risk | 0.9 | $100,971.27 |
| Rick Ferri Income Seeker Core-4 Portfolio Aggressive | 4 | -7.28% | 13.79% | 9.57% | 8.22% | 13.12% | 0.46 | -30.29% | 4 - high risk | 0.92 | $106,905.31 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Low-Risk | 4 | -1.91% | 13.28% | 5.93% | 7.10% | 6.02% | 0.73 | -5.13% | 1 - very low risk | 0.68 | $78,239.90 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Conservative | 4 | -3.44% | 15.92% | 7.31% | 7.59% | 7.98% | 0.61 | -13.43% | 2 - low risk | 0.91 | $89,764.19 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Moderate | 4 | -4.98% | 18.57% | 8.62% | 7.96% | 10.75% | 0.51 | -21.73% | 3 - medium risk | 0.97 | $99,441.33 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Aggressive | 4 | -7.57% | 20.03% | 8.84% | 7.29% | 13.56% | 0.38 | -32.48% | 4 - high risk | 0.91 | $82,540.47 |
| 3 Fund Portfolio 80/20 | 3 | -6.46% | 20.68% | 9.65% | 8.07% | 13.78% | 0.43 | -29.65% | 4 - high risk | 0.98 | $102,585.66 |
| 3 Fund Portfolio 60/40 | 3 | -4.88% | 17.50% | 8.15% | 7.71% | 10.57% | 0.5 | -20.97% | 3 - medium risk | 0.98 | $92,841.07 |
| 3 Fund Portfolio 40/60 | 3 | -3.30% | 14.32% | 6.60% | 7.22% | 7.61% | 0.6 | -12.30% | 2 - low risk | 0.94 | $80,927.86 |
| 3 Fund Portfolio 20/80 | 3 | -1.71% | 11.13% | 4.99% | 6.60% | 5.35% | 0.76 | -3.62% | 1 - very low risk | 0.73 | $68,085.89 |
| 3 Fund Portfolio Equal Weight | 3 | -6.63% | 17.46% | 7.81% | 7.16% | 11.67% | 0.41 | -24.56% | 3 - medium risk | 0.95 | $79,501.32 |
| Meb Faber IVY 20 portfolio | 16 | -9.53% | 14.18% | 6.73% | 8.05% | 13.85% | 0.44 | -34.34% | 5 - very high risk | 0.76 | $102,050.67 |
| Paul Merriman Ultimate Buy & Hold Strategy 2010 | 12 | -8.05% | 15.21% | 8.10% | 8.33% | 11.39% | 0.51 | -23.69% | 3 - medium risk | 0.83 | $110,415.22 |
| FPL Capital Management Portfolio 10 | 9 | -1.07% | 9.15% | 4.19% | 6.43% | 4.87% | 0.82 | -2.08% | 1 - very low risk | 0.41 | $64,789.37 |
| FPL Capital Management Portfolio 20 | 9 | -2.16% | 10.35% | 5.04% | 6.95% | 5.42% | 0.81 | -3.78% | 1 - very low risk | 0.65 | $75,167.30 |
| FPL Capital Management Portfolio 30 | 9 | -3.17% | 11.55% | 5.88% | 7.46% | 6.41% | 0.75 | -8.19% | 1 - very low risk | 0.78 | $86,462.60 |
| FPL Capital Management Portfolio 40 | 9 | -4.18% | 12.74% | 6.70% | 7.93% | 7.67% | 0.68 | -12.60% | 2 - low risk | 0.84 | $98,595.21 |
| FPL Capital Management Portfolio 50 | 9 | -5.20% | 13.94% | 7.51% | 8.37% | 9.09% | 0.63 | -17.02% | 2 - low risk | 0.87 | $111,450.48 |
| FPL Capital Management Portfolio 60 | 9 | -6.21% | 15.14% | 8.30% | 8.78% | 10.60% | 0.59 | -21.43% | 3 - medium risk | 0.88 | $124,868.36 |
| FPL Capital Management Portfolio 70 | 9 | -7.23% | 16.33% | 9.07% | 9.16% | 12.17% | 0.56 | -25.85% | 3 - medium risk | 0.89 | $138,638.78 |
| FPL Capital Management Portfolio 80 | 9 | -8.24% | 17.53% | 9.82% | 9.51% | 13.78% | 0.53 | -30.26% | 4 - high risk | 0.89 | $152,497.82 |
| FPL Capital Management Portfolio 90 | 9 | -9.26% | 18.73% | 10.56% | 9.82% | 15.41% | 0.51 | -34.67% | 5 - very high risk | 0.88 | $166,124.77 |
| FPL Capital Management Portfolio 100 | 9 | -10.27% | 19.93% | 11.28% | 10.10% | 17.07% | 0.49 | -39.09% | 5 - very high risk | 0.88 | $179,140.61 |
| Fundamentum Enhanced Index Focus Moderate | 5 | -4.10% | 18.02% | 8.82% | 8.19% | 10.92% | 0.53 | -21.63% | 3 - medium risk | 0.99 | $106,053.17 |
| Fundamentum Enhanced Index Focus Growth | 6 | -8.08% | 19.36% | 8.78% | 7.00% | 14.63% | 0.34 | -34.52% | 5 - very high risk | 0.92 | $76,028.26 |
| Assetbuilder.com Portfolio 5 | 11 | -1.53% | 8.48% | 4.27% | 6.50% | 4.71% | 0.78 | -1.97% | 1 - very low risk | 0.56 | $66,179.15 |
| Assetbuilder.com Portfolio 6 | 12 | -2.66% | 9.71% | 5.27% | 7.14% | 6.05% | 0.7 | -6.82% | 1 - very low risk | 0.69 | $79,176.23 |
| Assetbuilder.com Portfolio 7 | 14 | -3.92% | 11.15% | 6.24% | 7.66% | 7.71% | 0.63 | -12.11% | 1 - very low risk | 0.76 | $91,521.64 |
| Assetbuilder.com Portfolio 8 | 14 | -5.36% | 12.39% | 7.15% | 8.09% | 9.73% | 0.56 | -17.83% | 2 - low risk | 0.78 | $103,199.04 |
| Assetbuilder.com Portfolio 9 | 14 | -6.93% | 13.36% | 8.02% | 8.52% | 11.81% | 0.51 | -23.05% | 3 - medium risk | 0.77 | $116,331.42 |
| Assetbuilder.com Portfolio 10 | 12 | -8.13% | 14.56% | 8.81% | 8.81% | 13.92% | 0.47 | -28.59% | 4 - high risk | 0.76 | $126,033.03 |
| Assetbuilder.com Portfolio 11 | 12 | -9.66% | 15.58% | 9.81% | 9.50% | 16.13% | 0.47 | -33.43% | 4 - high risk | 0.76 | $152,226.40 |
| Assetbuilder.com Portfolio 12 | 11 | -11.13% | 16.67% | 10.79% | 10.17% | 18.51% | 0.47 | -38.45% | 5 - very high risk | 0.75 | $182,798.84 |
| Alexander Green Gone Fishin' Portfolio | 10 | -7.97% | 15.60% | 8.67% | 8.23% | 14.03% | 0.43 | -30.72% | 4 - high risk | 0.84 | $107,304.68 |
| Robo Advisor Wealthsimple Portfolio Conservative | 7 | -2.50% | 12.47% | 5.68% | 7.33% | 6.38% | 0.75 | -6.18% | 1 - very low risk | 0.76 | $83,471.98 |
| Robo Advisor Wealthsimple Portfolio Balanced | 9 | -6.11% | 17.84% | 8.39% | 8.30% | 11.58% | 0.52 | -24.58% | 3 - medium risk | 0.95 | $109,381.53 |
| Robo Advisor Wealthsimple Portfolio Growth | 9 | -8.68% | 20.86% | 9.66% | 8.68% | 16.19% | 0.43 | -36.24% | 5 - very high risk | 0.96 | $121,340.42 |
| Robo Advisor WiseBanyan 90% stocks | 9 | -8.17% | 21.15% | 10.10% | 8.26% | 15.96% | 0.41 | -35.86% | 5 - very high risk | 0.95 | $108,040.45 |
| Robo Advisor WiseBanyan 80% stocks | 9 | -7.34% | 19.85% | 9.61% | 8.20% | 14.36% | 0.43 | -32.22% | 4 - high risk | 0.95 | $106,400.63 |
| Robo Advisor WiseBanyan 70% stocks | 9 | -6.47% | 18.48% | 9.05% | 8.09% | 12.73% | 0.46 | -28.37% | 4 - high risk | 0.95 | $103,035.68 |
| Robo Advisor WiseBanyan 60% stocks | 9 | -5.62% | 17.15% | 8.52% | 7.95% | 11.23% | 0.49 | -24.77% | 3 - medium risk | 0.94 | $99,111.63 |
| Robo Advisor WiseBanyan 50% stocks | 9 | -4.76% | 15.70% | 7.93% | 7.75% | 9.75% | 0.53 | -20.92% | 3 - medium risk | 0.92 | $93,863.28 |
| Robo Advisor WiseBanyan 40% stocks | 9 | -3.93% | 14.27% | 7.30% | 7.53% | 8.41% | 0.57 | -16.94% | 2 - low risk | 0.89 | $88,247.02 |
| Robo Advisor WiseBanyan 30% stocks | 9 | -3.09% | 12.84% | 6.58% | 7.25% | 7.19% | 0.62 | -12.93% | 2 - low risk | 0.82 | $81,568.12 |
| Robo Advisor WiseBanyan 20% stocks | 9 | -2.06% | 11.17% | 5.73% | 6.84% | 6.05% | 0.67 | -8.80% | 1 - very low risk | 0.69 | $72,861.34 |
| Robo Advisor WiseBanyan 13% stocks | 9 | -0.98% | 8.95% | 4.55% | 6.24% | 5.01% | 0.72 | -4.70% | 1 - very low risk | 0.54 | $61,449.77 |
Variations on Meb Faber’s Ivy 5 Portfolio
In their book, Meb and Eric describe several ways to construct an Ivy portfolio. Variations include the Ivy 10 Portfolio which you can find here. They also describe various timing models for the portfolios. The timing model uses a simple moving average to decide whether to be invested in an asset class or not.
- Variation one: a portfolio of 10 asset classes instead of 5. See this post for details.
- Variation two: Timing model
Building the portfolio
Below you can see which mutual funds or ETFs you can use to build the portfolio. They are the best-in-class funds and ETFs for this purpose. Low-cost index funds. Read here how we selected the best funds.
Asset allocation for the Ivy 5 Portfolio
- 20.00% US Total Stock Market (VTI)
- 20.00% REITs (VNQ)
- 20.00% International Developed Blend (VEA)
- 20.00% Total US Bond Market (BND)
- 20.00% Commodities (DBC / GSG)
If you’re looking for a more advanced portfolio take a look at the Ivy 10 Portfolio.
Advantages and disadvantages of the Ivy 5 Portfolio
Advantages:
- Simple to understand
- Global and well diversified
- Constructed by Meb Faber – a respected financial quant that almost single-handedly has revived market timing.
- Makes a bet on commodities.
- You get a portfolio that resembles that of Yale and Harvard. David Swensen of Yale has had astonishing returns using a similar model.
Disadvantages:
- The bet on commodities may not be desirable.
- The inclusion of commodities makes the portfolio slightly more expensive due to the higher expense ratio of commodity ETFs.
- May be too heavy on hard assets such as commodities and REITs (40% in total). They have done great in the past but their performance may not continue.
- May not be suitable for some as the premise for the endowments holding a similar portfolio is holding the assets “forever”. Private investors do not have forever. Most have between 5-50 years.
Resources
Go here for a rebalance excel worksheet.
Also be sure to visit Meb Faber site. It is a wealth of information and inspiration. His podcast is also very good (the first episode is absolutely awesome as he runs down what investing is really about.
Summary and your next steps
The Ivy 5 Portfolio is a well-diversified global portfolio that offers returns like that of top investment endowments. The Yale endowment fund has $27.2 Billion under management under the guidance of David Swensen. David Swensen is a rock star among portfolio managers.
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Be sure to leave a comment if you have anything to add!
