Portfolio Performance of the Investment Portfolios

This page displays all of the investment portfolios that we are tracking.

Portfolio Einstein is currently tracking over 600 portfolios!

The portfolios are constructed by professionals with inspiration from Nobel-prize economists, investment gurus & experts, personal finance experts and investment writers.

The portfolios is the largest collection of benchmarked portfolios anywhere.

In this table investment theory meets reality. The numbers don’t lie.

Portfolio data was last updated on 1st of June 2023, 06:35 ET

NameSee PortfolioYear to dateReturn in 202210 year returnCAGR since 1989 (%)Draw DownExpense ratioYield %
Premium PortfolioPremium-1.07-18.039.4610.8-35.420.09%2.73
Premium PortfolioPremium0.13-11.9811.2510.38-35.260.08%1.8
Premium PortfolioPremium-3.69-6.7310.9510.35-36.250.10%2.09
Premium PortfolioPremium9.69-18.1912.5210.28-37.630.03%1.63
Premium PortfolioPremium-2.2-13.088.2810.2-36.460.26%2.43
Premium PortfolioPremium3.96-18.757.010.19-44.880.07%2.83
Premium PortfolioPremium8.81-19.5112.0810.19-37.00.03%1.59
Premium PortfolioPremium8.81-19.5112.0810.19-37.00.03%1.59
Premium PortfolioPremium-3.94-13.919.710.16-40.850.24%2.25
Premium PortfolioPremium-2.05-13.228.3110.08-36.350.24%2.43
Premium PortfolioPremium0.84-12.599.3610.0-39.390.19%2.94
Premium PortfolioPremium1.4-16.947.599.99-37.910.27%2.72
Premium PortfolioPremium0.33-13.98.889.95-39.620.18%2.42
Premium PortfolioPremium8.04-18.8711.039.84-32.780.03%1.69
Premium PortfolioPremium8.77-16.7611.429.78-32.670.03%1.6
Premium PortfolioPremium1.14-13.519.089.73-39.450.17%2.65
Premium PortfolioPremium0.51-14.598.359.72-39.510.17%2.49
Premium PortfolioPremium0.87-12.658.579.65-34.940.18%2.91
Premium PortfolioPremium-1.57-12.997.889.64-33.390.20%2.44
Premium PortfolioPremium3.85-18.598.789.57-34.820.07%2.37
Mark Hebner Portfolio 100% StocksFree0.04-12.548.349.54-38.970.15%2.54
William Bernstein Sheltered Sam 100% StocksFree0.89-12.139.219.48-36.950.11%2.42
Alpha Architect RobustFree-2.78-10.977.529.47-29.320.24%2.33
Balanced Portfolio 80/20Free7.27-18.239.989.45-28.560.03%1.78
Bogleheads Guide to Investing - A Young Investor’s Asset AllocationComing soon!7.27-18.239.989.45-28.560.03%1.78
Assetbuilder.com Portfolio 12Free1.18-15.946.899.42-32.870.25%2.59
Index Fund Advisors, Portfolio 90Free0.4-13.397.929.35-34.470.17%2.41
MMM SMILER FundsComing soon!-0.37-19.197.159.33-40.570.20%2.61
Mad Money Machine MMM Do it Yourself FundsComing soon!-0.4-15.148.139.3-40.270.22%2.32
Dave Ramsey’s Baby Steps Portfolio2.43-16.229.549.3-39.720.121.77
Paul Merriman 5-Fund-Value-PortfolioFree-0.63-9.428.339.29-39.50.28%3.31
FPL Capital Management Portfolio 80Free0.9-12.77.779.28-30.480.16%2.87
JL Collins, Simple Path To Wealth, Wealth Preservation PortfolioFree6.89-17.919.449.24-26.460.03%1.83
Jim Lowell Sower Growth PortfolioComing soon!3.82-14.819.239.22-40.160.05%2.21
Scott Burns Nine Emerging PortfolioFree-0.39-4.936.889.2-30.970.09%3.2
Dimensional Fund Advisors Model Portfolios 100% Stocks EquityFree2.02-12.428.869.17-39.880.16%2.55
T. Rowe Price ActivePlus Portfolio, Model 100Free6.01-17.359.779.16-39.00.05%2.1
William Bernstein Sheltered Sam 90/10Free0.93-11.378.499.14-33.640.11%2.57
Larry Swedroe Model Portfolios Highly AggressiveFree0.67-14.158.619.14-39.10.12%2.42
Steven Schoenfeld Model ETF Portfolio ModerateComing soon!3.27-17.467.489.08-25.170.07%2.78
Canadian Portfolio Manager Model Portfolios (US) 100% StocksComing soon!7.37-18.469.749.07-39.170.04%2.05
Robo Advisor Merrill Guided Investing AggressiveComing soon!5.66-14.669.049.06-33.760.06%2.17
Robo Advisor Merrill Guided Investing Taxable AggressiveComing soon!5.52-14.119.339.03-33.650.06%2.07
Balanced Portfolio 70/30Free6.51-17.598.919.02-24.350.03%1.88
Goldman Sachs Target Date 2055 PortfolioFree0.11-7.898.739.02-37.330.17%3.18
Suze Orman Portfolio, 20 Year Old7.36-17.429.969.02-33.590.041.76
Goldman Sachs Target Date 2045 PortfolioFree0.07-7.828.699.0-37.210.17%3.18
Robo Advisor Wealthfront 100Free1.99-18.095.98.99-38.970.08%3.08
PWL Capital Toronto (US) 100% StocksFree7.2-18.389.58.99-39.440.04%2.1
Robo Advisor Betterment 100Free3.51-15.168.438.98-40.070.07%2.42
Burton Malkiel Portfolio, Late Thirties to Early FortiesFree3.64-16.837.318.98-33.610.07%2.5
TIAA-CREF Lifecycle 2060Free7.01-18.189.38.98-36.60.04%2.07
Peter Mallouk’s Want to Beat the Market Portfolio2.8-17.017.298.97-42.460.082.53
Scott Burns Seven Value 2 PortfolioFree-0.33-3.297.468.96-28.250.09%3.09
Morningstar Lifetime Allocation Index Aggressive, 2040Free3.58-14.968.348.96-38.710.10%2.24
T. Rowe Price ActivePlus Portfolio, Model 90Free5.53-17.298.948.94-34.210.04%2.14
Burton Malkiel Portfolio, Mid-TwentiesFree3.86-17.137.298.94-34.90.07%2.53
Burton Malkiel Portfolio, Mid-FiftiesFree3.08-16.677.068.93-31.080.08%2.52
William Bernstein Taxable Ted 100% StocksFree4.14-18.839.288.93-37.860.06%2.17
TIAA-CREF Lifecycle 2050Free6.87-18.059.118.92-35.520.04%2.08
Morningstar Lifetime Allocation Index Aggressive, 2050Free3.42-15.038.158.91-39.370.10%2.27
Index Fund Advisors, Portfolio 80Free0.5-12.797.328.88-30.820.15%2.28
FPL Capital Management Portfolio 70Free0.93-12.756.978.87-26.030.15%2.83
Assetbuilder.com Portfolio 10Free1.32-15.186.218.86-28.00.22%2.49
Mark Hebner Portfolio 75% StocksFree0.98-11.517.528.86-31.670.13%2.54
Merrill Lynch Edge Select Portfolio, AggressiveFree7.45-17.698.148.84-33.520.07%2.15
Morningstar Lifetime Allocation Index Aggressive, 2060Free3.22-15.047.898.84-39.620.11%2.32
Morningstar Lifetime Allocation Index Moderate, 2050Free3.28-14.937.898.84-37.360.10%2.29
Robo Advisor Wealthfront 80Free2.06-16.317.118.83-35.390.07%2.82
Canadian Portfolio Manager Model Portfolios (US) 90% StocksComing soon!6.75-17.928.928.83-34.730.04%2.1
Ellevest Wealthbuilding Portfolio 12Free4.2-15.768.58.83-38.50.06%2.31
The Talmud PortfolioFree2.35-19.626.878.81-24.00.06%2.63
Scott Burns 10 Speed PortfolioFree0.02-4.956.558.8-32.270.12%3.27
David Booth (DFA) Aggressive PortfolioFree1.21-12.897.58.79-30.350.14%2.5
Morningstar Lifetime Allocation Index Moderate, 2060Free3.11-14.957.698.79-37.820.10%2.33
Dan Solin SuperSmart Portfolio, Medium-High RiskFree0.51-12.456.938.79-30.290.14%2.26
David Bach’s Automatic Millionaire Portfolio2.28-19.626.818.79-23.910.062.64
William Bernstein Sheltered Sam 80/20Free0.96-10.627.758.78-30.340.10%2.73
Schwab Target Date Index Fund 2060Free6.04-17.358.868.77-37.120.05%2.24
Morningstar Lifetime Allocation Index Moderate, 2040Free3.3-14.697.728.77-34.80.10%2.31
Robo Advisor Betterment 90Free3.27-14.837.738.77-36.120.08%2.51
Paul Merriman Target Date Portfolio (55 year old)Free-0.79-12.136.748.76-25.970.15%2.49
Morningstar Lifetime Allocation Index Aggressive, 2030Free3.42-14.477.788.76-33.930.10%2.34
Robo Advisor SigFig Tax Sheltered 17Free4.16-18.096.528.75-39.20.07%2.9
TIAA-CREF Lifecycle 2040Free6.45-17.698.558.74-32.560.04%2.12
PWL Capital Toronto (US) 90% StocksFree6.59-17.848.698.74-34.980.04%2.15
Robo Advisor Wealthsimple Portfolio GrowthFree6.47-17.47.858.73-36.270.06%2.4
Paul Merriman Best-in-Class ETFs Portfolio (Aggressive)Free1.32-14.797.458.72-38.360.18%2.75
Robo Advisor Wealthsimple Risk Level 10Free4.02-17.557.278.72-32.870.08%2.46
Ellevest Wealthbuilding Portfolio 9Free3.96-15.328.188.72-36.540.06%2.32
Ellevest Wealthbuilding Portfolio 11Free3.96-15.328.188.72-36.540.06%2.32
Robo Advisor Wealthsimple Risk Level 09Free3.89-18.326.938.7-29.710.08%2.47
T. Rowe Price ActivePlus Portfolio, Model 80Free5.08-17.088.198.68-30.390.04%2.23
Robo Advisor Wealthsimple Risk Level 08Free3.74-19.086.588.68-26.560.09%2.49
Scott Burns Seven Value PortfolioFree0.15-2.187.088.67-27.730.08%3.29
Morningstar Lifetime Allocation Index Conservative, 2060Free3.03-15.067.278.67-34.250.10%2.38
William Bernstein Taxable Ted 90/10Free3.82-17.758.578.66-33.830.06%2.16
PWL Capital Passmore & Felix (US), 100/0Free7.54-18.529.818.66-38.420.04%1.95
Robo Advisor SigFig Taxable 15Free4.81-17.586.758.66-38.390.06%2.68
Robo Advisor SigFig Tax Sheltered 16Free4.04-17.686.378.66-37.690.07%2.86
Peter Mallouk’s I Have More Money Than I Will Ever Need, Volatility Doesn’t Bother Me, and I Want It to Grow Along with the Market5.25-16.828.18.66-36.020.062.29
Schwab Target Date Index Fund 2050Free5.9-17.078.578.65-35.060.05%2.24
Burton Malkiel Portfolio, Late Sixties and BeyondFree2.32-15.526.678.65-26.510.08%2.47
Morningstar Lifetime Allocation Index Conservative, 2050Free3.1-14.937.268.64-32.780.10%2.35
Dimensional 2050 Target Date Retirement Income FundFree6.9-17.388.868.64-37.660.05%2.18
Dimensional 2060 Target Date Retirement Income FundFree6.9-17.388.868.64-37.660.05%2.18
Dan Solin The Smartest Index Portfolio, High RiskFree7.42-18.339.738.62-39.120.05%2.01
Robo Advisor J.P. Morgan You Invest ConservativeComing soon!6.25-17.247.858.6-35.70.06%2.32
Kiplinger Five-Fund ETF Portfolio for GrowthComing soon!4.5-15.398.348.6-31.310.07%2.06
Canadian Portfolio Manager Model Portfolios (CA) 100% StocksComing soon!7.08-14.348.438.58-38.00.05%2.44
Robo Advisor SigFig Tax Sheltered 15Free3.92-17.366.228.58-36.20.07%2.83
60/40 PortfolioFree5.74-16.957.828.57-20.130.03%1.98
The Jack Bogle PortfolioFree5.74-16.957.828.57-20.130.03%1.98
Morningstar Aggressive Retirement Saver PortfolioFree5.79-17.068.768.56-36.460.05%2.12
Canadian Portfolio Manager Model Portfolios (US) 80% StocksComing soon!6.12-17.398.098.56-30.310.04%2.15
Robo Advisor Wealthsimple Risk Level 07Free3.55-19.046.288.56-24.220.09%2.48
Ellevest Wealthbuilding Portfolio 6Free3.7-14.797.858.56-34.540.06%2.3
Ellevest Wealthbuilding Portfolio 8Free3.7-14.797.858.56-34.540.06%2.3
Ellevest Wealthbuilding Portfolio 10Free3.7-14.797.858.56-34.540.06%2.3
Merrimans Ultimate PortfolioFree0.88-15.177.168.54-41.070.17%2.88
Rick Ferri Early Saver Moderate Multi Asset PortfolioFree2.28-16.386.648.53-26.970.14%2.83
Aronson Lazy PortfolioComing soon!3.3-17.086.348.53-32.920.10%3.01
Robo Advisor SigFig Tax Sheltered 14Free3.92-17.246.178.53-34.570.07%2.79
Morningstar Moderate Retirement Saver PortfolioFree5.19-16.677.928.51-29.810.05%2.15
PWL Capital Toronto (US) 80% StocksFree6.01-17.347.948.51-30.480.04%2.18
Axos Invest 100% StocksComing soon!7.09-18.059.058.51-39.560.04%2.16
Robo Advisor SigFig Tax Sheltered 13Free3.79-17.156.028.5-33.690.07%2.8
Robo Advisor Merrill Guided Investing Taxable Moderately AggressiveComing soon!4.93-13.348.228.49-27.440.06%2.07
Robo Advisor Wealthfront 60Free1.98-15.966.58.48-30.30.08%2.83
David Jackson Low-Maintenance Five-Fund ETF PortfolioComing soon!2.34-18.445.558.48-32.570.07%2.95
Canadian Portfolio Manager Model Portfolios (CA) 90% StocksComing soon!6.82-14.17.798.46-33.50.05%2.48
Robo Advisor Fidelity GO Tax-advantaged Aggressive GrowthFree5.86-16.358.638.46-32.620.05%2.09
David Jackson Ten-Fund ETF Core PortfolioComing soon!1.46-16.325.58.46-22.50.08%2.94
Robo Advisor Betterment 80Free3.12-14.57.038.45-31.320.07%2.48
PWL Capital Toronto (CA) 100% StocksFree6.88-13.858.068.44-38.150.05%2.53
Merrill Lynch Edge Select Portfolio, Moderately AggressiveFree6.61-17.017.098.43-27.270.08%2.27
FPL Capital Management Portfolio 60Free0.96-12.86.158.43-21.580.13%2.79
Robo Advisor SigFig Taxable 14Free4.54-16.816.378.43-35.430.06%2.62
Fidelity Target Allocation Index-Focused Model Portfolios 80% StocksComing soon!5.83-16.128.638.43-32.680.05%2.08
Scott Burns Six Ways from SundayFree0.79-2.166.258.41-26.350.08%3.42
T. Rowe Price ActivePlus Portfolio, Model 70Free4.56-16.67.388.41-26.60.04%2.33
David Swensen PortfolioFree3.08-16.366.278.4-25.960.07%3.18
Allan Roth Second Grader Five-Fund High Risk PortfolioFree5.84-17.648.338.4-34.20.07%2.15
William Bernstein Sheltered Sam 70/30Free1.0-9.867.018.4-27.030.09%2.89
Ben Stein 2007Coming soon!3.53-15.257.438.4-33.060.08%2.31
Robo Advisor SigFig Taxable 13Free4.42-16.346.28.4-33.740.06%2.74
Axos Invest 90% StocksComing soon!6.43-17.438.358.4-35.810.05%2.36
Scott Burns Couch PotatoFree5.29-11.247.018.39-19.890.04%4.21
Fidelity Freedom Index 2040 (45 year old)Free6.59-17.318.798.39-34.810.06%2.05
Fidelity Freedom Index 2050 (35 year old)Free6.59-17.318.798.39-34.810.06%2.05
Fidelity Freedom Index 2060 (25 year old and younger)Free6.59-17.318.798.39-34.810.06%2.05
Schwab Target Date Index Fund 2040Free5.56-16.517.978.39-31.010.05%2.24
Robo Advisor WiseBanyan 90% stocksFree6.42-17.418.348.39-35.780.05%2.36
Robo Advisor Fidelity GO Taxable Aggressive GrowthFree5.81-15.618.788.39-33.380.05%2.03
Meb Faber GTAA ModerateFree-2.41-10.844.958.38-31.930.25%2.43
Robo Advisor SigFig Tax Sheltered 12Free3.65-16.65.788.37-31.460.07%2.92
Goldman Sachs Target Date 2035 PortfolioFree-0.14-9.36.698.36-27.510.15%3.49
William Bernstein Taxable Ted 80/20Free3.5-16.677.858.35-29.790.06%2.15
Ellevest Wealthbuilding Portfolio 5Free3.36-14.237.418.35-32.580.06%2.29
Ellevest Wealthbuilding Portfolio 7Free3.36-14.237.418.35-32.580.06%2.29
Dimensional Fund Advisors Model Portfolios 80% Stocks AgressiveFree1.92-12.027.328.35-30.690.14%2.42
William Bernstein The Academic Coward Portfolio (ACEI)Free-0.72-8.997.68.35-38.390.29%3.19
Larry Swedroe Model Portfolios Moderately AggressiveFree0.64-12.17.138.33-29.960.11%2.21
Canadian Portfolio Manager Model Portfolios (CA) 80% StocksComing soon!6.56-13.857.138.32-29.020.06%2.51
PWL Capital Toronto (CA) 90% StocksFree6.64-13.67.428.31-33.630.06%2.57
Robo Advisor Betterment 70Free2.82-14.396.328.3-28.060.08%2.69
Robo Advisor Wealthsimple Risk Level 06Free3.2-19.015.658.3-19.490.09%2.48
Allan Roth Second Grader High Risk PortfolioFree6.66-17.698.688.27-34.910.05%2.11
Robo Advisor SigFig Tax Sheltered 11Free3.36-16.435.418.27-29.930.07%2.97
Ted Aronson Family Taxable PortfolioFree2.94-15.966.378.26-26.330.11%3.12
Morningstar Lifetime Allocation Index Moderate, 2030Free2.85-13.766.478.26-26.610.10%2.54
Morningstar Lifetime Allocation Index Conservative, 2040Free2.8-14.296.378.26-26.550.09%2.47
Robo Advisor WiseBanyan 80% stocksFree5.74-16.797.648.25-32.10.06%2.54
Robo Advisor SigFig Taxable 12Free4.29-15.925.978.25-29.690.06%2.72
Axos Invest 80% StocksComing soon!5.74-16.797.648.25-32.10.06%2.54
Research Affiliates Aggressive Portfolio1.5-12.77%6.438.25-31.280.133.02
Index Fund Advisors, Portfolio 70Free0.6-12.376.398.24-25.910.14%2.26
TIAA-CREF Lifecycle 2030Free5.45-16.577.218.24-25.50.04%2.24
Canadian Portfolio Manager Model Portfolios (US) 70% StocksComing soon!5.5-16.857.258.24-25.880.04%2.2
The Canonical Portfolio (US) 90% StocksComing soon!7.13-17.638.928.24-34.060.04%2.04
Larry Swedroe Simple PortfolioFree-0.18-6.715.968.23-23.80.12%4.21
Rick Ferri Midlifer Moderate Multi Asset PortfolioFree1.9-15.096.048.23-24.260.16%3.19
Rick Ferri Income Seeker Core-4 Portfolio AggressiveFree-2.38-5.17.858.23-30.920.17%3.45
Robo Advisor Merrill Guided Investing ModerateComing soon!4.2-14.136.758.23-21.720.08%2.3
Assetbuilder.com Portfolio 9Free1.31-14.865.388.22-22.640.20%2.38
Rick Ferri Core 4 fund Portfolio (80/20)Free5.21-17.837.78.21-30.270.05%2.3
Dimensional 2040 Target Date Retirement Income FundFree6.19-16.347.888.21-32.210.05%2.17
PWL Capital Toronto (CA) 80% StocksFree6.42-13.386.848.21-29.070.06%2.59
Robo Advisor SigFig Taxable 11Free4.26-15.855.928.21-28.650.06%2.71
Dan Solin The Smartest Index Portfolio, Medium-High RiskFree6.17-17.298.098.2-30.270.04%2.12
Robo Advisor SigFig Tax Sheltered 10Free3.36-16.25.378.2-28.390.07%2.98
Robo Advisor J.P. Morgan You Invest ModerateComing soon!5.37-16.276.768.2-28.960.05%2.35
Schwab Managed Portfolio, Aggressive GrowthFree4.2-14.977.698.19-38.070.09%2.24
3 Fund Portfolio 80/20Free6.54-17.238.298.18-29.590.04%2.07
Robo Advisor Wealthsimple Portfolio BalancedFree4.34-16.186.038.18-24.890.08%2.65
PWL Capital Toronto (US) 70% StocksFree5.41-16.797.18.18-26.020.04%2.23
Robo Advisor SigFig Tax Sheltered 09Free3.24-16.125.228.17-27.510.07%2.99
Ellevest Wealthbuilding Portfolio 4Free3.14-13.877.068.17-30.60.06%2.28
Bogleheads Guide to Investing - A Middle-Aged Investor’s Asset AllocationComing soon!4.97-14.846.998.17-22.150.04%3.06
Rick Ferri Global Markets Core-4 AggressiveFree6.6-17.228.328.16-29.570.04%2.02
Robo Advisor Wealthsimple Risk Level 05Free3.01-18.975.338.15-18.970.09%2.47
Ben Stein PortfolioFree4.31-10.977.28.14-32.150.07%2.33
PWL Capital Passmore & Felix (CA), 100/0Free7.24-14.28.448.14-37.190.05%2.37
Canadian Portfolio Manager Model Portfolios (CA) 70% StocksComing soon!6.3-13.66.468.14-24.520.06%2.55
Robo Advisor Betterment 2020 Taxable 100% StocksComing soon!2.65-13.477.78.14-40.330.07%2.6
Robo Advisor Wealthfront 40Free2.05-15.536.08.13-25.050.08%2.8
Fundamentum Enhanced Index Focus ModerateFree5.41-15.977.258.13-21.570.04%2.25
Robo Advisor SigFig Taxable 10Free4.2-15.435.88.12-25.680.05%2.74
William Bernstein The Small Investor Coward Portfolio (SICEI)Free4.3-16.17.438.12-41.540.12%2.42
Canadian Couch Potato Model Portfolios (US) AggressiveComing soon!6.95-17.978.78.11-35.990.06%2.0
Alexander Green Gone Fishing PortfolioFree2.39-14.325.738.1-28.870.14%3.08
SoFi Model Portfolios Taxable/Retirement AggressiveFree6.33-17.657.958.1-40.750.05%2.38
Robo Advisor Betterment 2020 Retirement 100% StocksComing soon!2.74-13.717.718.09-40.530.07%2.59
Suze Orman Portfolio, 40 Year Old5.84-14.48.028.09-24.660.041.66
Bill Schultheis Coffeehouse PortfolioFree0.61-14.226.218.08-20.140.07%2.42
Harry Markowitz Father of Modern Portfolio Theory PortfolioFree4.97-16.316.728.08-16.310.04%2.08
Balanced Portfolio 50/50Free4.97-16.316.728.08-16.310.04%2.08
Robo Advisor SigFig Taxable 09Free4.17-15.365.768.08-24.630.05%2.72
William Bernstein Young Yvonne PortfolioFree0.99-12.526.068.07-20.110.08%2.47
T. Rowe Price ActivePlus Portfolio, Model 60Free4.06-15.966.558.06-22.550.04%2.37
Robo Advisor SigFig Tax Sheltered 08Free3.1-15.885.08.06-26.360.07%3.06
Robo Advisor WiseBanyan 70% stocksFree5.06-16.096.918.04-28.220.07%2.69
PWL Capital Toronto (CA) 70% StocksFree6.18-13.276.228.04-24.590.06%2.61
Robo Advisor SigFig Taxable 08Free4.15-15.185.728.04-23.670.05%2.75
Axos Invest 70% StocksComing soon!5.07-16.086.918.04-28.220.07%2.69
Fidelity Freedom Index 2030 (55 year old)Free5.64-16.427.548.03-28.190.05%2.18
The Canonical Portfolio (US) 80% StocksComing soon!6.46-17.128.098.03-29.70.04%2.1
Jane Bryant Quinn PortfolioFree4.77-16.427.078.03-26.00.052.76
Allan Roth Second Grader High Risk with CDs PortfolioFree6.58-16.248.698.02-35.210.06%2.03
Robo Advisor SigFig Tax Sheltered 07Free2.98-15.84.858.02-25.480.07%3.07
William Bernstein Taxable Ted 70/30Free3.18-15.67.118.01-25.760.06%2.14
Meb Faber IVY 20 portfolioFree-0.14-9.824.878.01-35.660.29%2.35
PWL Capital Passmore & Felix (US), 80/20Free6.37-17.388.188.0-29.830.04%1.98
Rick Ferri Early Saver Moderate Basic PortfolioFree4.39-17.486.837.99-25.770.05%2.38
William Bernstein Sheltered Sam 60/40Free1.04-9.16.257.99-23.730.09%3.05
TrevH from Boglheads PortfolioFree3.37-14.067.657.98-40.810.17%2.35
Robo Advisor Betterment 2020 Taxable 90% StocksComing soon!2.59-13.527.197.98-36.080.07%2.6
Rick Ferri Total Economy Core-4 Portfolio AgressiveFree3.33-16.637.17.97-30.770.09%2.26
Fidelity Target Allocation Index-Focused Model Portfolios 70% StocksComing soon!4.98-15.317.327.97-26.030.05%2.15
FPL Capital Management Portfolio 50Free0.99-12.855.327.96-17.120.12%2.75
Robo Advisor SigFig Taxable 07Free4.0-15.035.527.96-21.740.05%2.74
Robo Advisor Betterment 2020 Retirement 90% StocksComing soon!2.55-13.197.237.95-36.240.07%2.58
Muhammad El-Erian PortfolioFree1.32-13.374.657.94-31.140.17%2.82
J. D. Steinhilber Aggressive GrowthComing soon!4.87-10.036.857.94-23.060.08%1.85
TD Ameritrade Core Portfolio AggressiveFree6.2-17.148.07.93-32.970.05%2.16
Vanguard Target Retirement 2050 (35 year old)Free6.41-17.458.227.93-35.270.05%2.16
Canadian Portfolio Manager Model Portfolios (CA) 60% StocksComing soon!6.03-13.365.787.93-20.030.07%2.59
Vanguard Target Retirement 2060 (25 year old)Free6.41-17.448.217.92-35.330.05%2.17
Robo Advisor Fidelity GO Tax-advantaged GrowthFree4.93-15.267.327.92-26.050.05%2.11
SoFi Model Portfolios Retirement Moderately AggressiveFree5.26-16.976.727.92-32.520.06%2.55
Meb Faber GTAA ConservativeFree-1.4-12.664.17.91-21.620.22%2.41
Steven Schoenfeld Model ETF Portfolio ConservativeComing soon!1.96-16.255.127.91-16.250.08%3.07
Schwab Target Date Index Fund 2030Free4.93-15.526.897.9-24.290.05%2.25
Bob Clyatt Rational Investing PortfolioComing soon!1.39-12.835.347.9-24.260.13%2.34
Canadian Portfolio Manager Model Portfolios (US) 60% StocksComing soon!4.88-16.326.47.9-21.440.04%2.25
Ram Balakrishnan Sleepy Portfolio (US Edition)Coming soon!5.08-14.887.167.9-28.70.05%2.43
Merrill Lynch Edge Select Portfolio, ModeratelyFree5.3-16.095.827.89-20.210.09%2.35
Three Fund Portfolio (50-30-20)Free5.89-17.057.617.87-30.70.05%2.21
Goldman Sachs Target Date 2025 PortfolioFree0.43-11.035.427.87-20.510.13%3.41
Robo Advisor SigFig Tax Sheltered 06Free2.71-15.474.487.87-23.450.07%3.15
Richard Jenkins Simple ETF StrategyComing soon!3.34-15.426.747.87-31.730.12%2.34
Research Affiliates All Equity Portfolio2.34-13.14%7.047.87-42.790.122.75
The Global Market Portfolio, Financial Engines 2007Free4.76-14.986.387.86-22.970.08%2.09
Gretchen Tai PortfolioComing soon!4.16-15.895.977.86-29.260.09%3.04
Rick Ferri Transitional Moderate Multi Asset PortfolioFree1.84-14.15.437.85-20.610.16%3.31
Vanguard Target Retirement 2040 (45 year old)Free6.15-17.217.887.85-33.10.05%2.17
Schwab Managed Portfolio, GrowthFree3.6-13.686.677.85-32.390.11%2.29
Robo Advisor Merrill Guided Investing Taxable ModerateComing soon!4.16-12.456.927.85-21.220.08%2.14
William Bernstein Sheltered Sam PortfolioFree0.94-8.686.067.84-21.030.09%2.86
PWL Capital Layton-Guay Portfolios (US) 70/30 AggressiveFree5.2-17.116.927.84-28.880.05%2.24
Robo Advisor Wealthsimple Risk Level 04Free2.66-18.944.697.84-18.940.09%2.47
PWL Capital Toronto (US) 60% StocksFree4.8-16.256.257.83-21.560.04%2.28
The Canonical Portfolio (CA) 90% StocksComing soon!7.17-13.397.667.83-32.710.05%2.46
Robo Advisor WiseBanyan 60% stocksFree4.38-15.416.197.82-24.590.08%2.85
Axos Invest 60% StocksComing soon!4.37-15.396.187.82-24.550.08%2.85
Mark Hebner Portfolio 50% StocksFree0.97-10.245.617.82-19.230.10%2.26
Robo Advisor Betterment 2020 Taxable 80% StocksComing soon!2.48-13.556.687.82-31.950.08%2.59
Middleton Monitored Play It Safe PortfolioComing soon!3.76-12.17.397.82-29.40.11%2.0
Rick Ferri Income Seeker Core-4 Portfolio ModerateFree-1.57-8.326.497.81-26.00.18%3.58
Rick Ferri Socially Conscious ESG Core-4 Portfolio ModerateFree5.28-16.656.637.81-21.430.06%2.21
PWL Capital Toronto (CA) 60% StocksFree5.93-13.025.547.81-20.070.07%2.64
Canadian Couch Potato Model Portfolios (US) AssertiveComing soon!5.98-17.167.497.81-29.130.06%2.09
Robo Advisor SigFig Taxable 06Free3.87-14.755.37.81-20.40.05%2.79
Robo Advisor Betterment 60Free2.77-13.815.627.8-22.520.07%2.53
The Canonical Portfolio (US) 70% StocksComing soon!5.8-16.627.267.79-25.350.04%2.16
Robo Advisor Fidelity GO Taxable GrowthFree4.84-13.987.577.79-27.350.05%2.01
Jonathan Clements Three Fund Global PortfolioComing soon!5.28-16.336.767.78-20.780.04%2.16
Time.Inc Money Portfolio 2, Tilt Toward ValueFree2.72-15.726.117.77-20.850.06%2.35
William Bernstein Four Pillars High Risk PortfolioFree1.45-11.115.917.76-27.410.11%2.33
William Bernstein Wendy Wonk PortfolioFree1.45-11.115.917.76-27.410.11%2.33
PWL Capital Layton-Guay Portfolios (CA) 70/30 AggressiveFree5.69-14.966.397.76-28.00.06%2.47
Robo Advisor Betterment 2020 Retirement 80% StocksComing soon!2.41-12.886.767.76-32.270.08%2.56
Morningstar Conservative Retirement Saver PortfolioFree3.87-13.915.817.75-18.420.05%2.71
Vanguard LifeStrategy Growth Fund (80/20)Free5.87-16.967.57.75-30.80.05%2.17
Robo Advisor Betterment 50Free2.34-13.934.917.75-20.240.09%2.9
The Canonical Portfolio (CA) 80% StocksComing soon!6.87-13.237.027.75-28.310.06%2.5
Robo Advisor Morgan Stanley Acces Investing Opportunistic GrowthComing soon!4.75-15.676.567.75-31.210.05%2.42
Dan Solin SuperSmart Portfolio, MediumFree0.51-10.35.447.73-21.060.12%2.03
David Booth (DFA) Normal PortfolioFree1.28-12.285.867.72-21.240.12%2.34
Robo Advisor SigFig Taxable 05Free3.78-14.515.147.72-19.010.05%2.82
Jonathan Clements Eight Asset Class Index FundComing soon!4.76-13.56.877.72-30.710.10%1.95
Tony Robbins / Ray Dalio PortfolioFree3.32-18.534.327.71-18.530.16%1.88
Paul Merriman Ultimate Buy & Hold Strategy 2010Free1.04-15.124.97.71-23.150.17%2.74
SoFi Model Portfolios Taxable Moderately AggressiveFree5.25-15.736.917.7-32.550.05%2.33
Canadian Portfolio Manager Model Portfolios (CA) 50% StocksComing soon!5.77-13.115.097.69-15.530.07%2.62
Canadian Couch Potato The Über–Tuber Portfolio (US)Coming soon!-0.42-9.115.617.69-22.850.13%2.69
Robo Advisor SigFig Tax Sheltered 05Free2.52-15.14.167.69-20.60.07%3.18
The Rip Van Winkle Portfolio William Bernstein TaxableComing soon!3.85-14.437.087.69-23.660.10%2.09
Index Fund Advisors, Portfolio 60Free0.66-11.695.727.68-22.030.13%2.13
Rick Ferri Midlife Moderate Basic PortfolioFree4.0-16.826.087.68-21.340.05%2.39
Canadian Couch Potato Model Portfolios (CA) AggressiveComing soon!6.99-13.737.437.68-34.640.08%2.42
William Bernstein No Brainer PortfolioFree3.15-13.487.117.66-27.620.07%1.84
T. Rowe Price ActivePlus Portfolio, Model 50Free3.57-15.235.717.66-18.440.04%2.39
Dimensional 2030 Target Date Retirement Income FundFree4.74-12.035.97.66-22.610.05%3.65
Portfoliocharts Golden ButterflyComing soon!3.14-14.35.347.65-14.30.12%1.4
William Bernstein Cowards PortfolioFree1.24-10.26.017.64-19.930.07%1.94
William Bernstein Taxable Ted 60/40Free2.86-14.526.357.64-21.730.06%2.13
Assetbuilder.com Portfolio 8Free1.46-14.24.77.64-17.580.17%2.31
Bogle Tax ShelteredFree4.92-14.076.077.64-14.240.05%2.3
The Canonical Portfolio (CA) 70% StocksComing soon!6.57-13.046.377.64-23.90.06%2.54
Fidelity Target Allocation Index-Focused Model Portfolios 60% StocksComing soon!4.5-14.956.467.64-21.560.05%2.21
Rick Ferri Core 4 fund Portfolio (60/40)Free4.19-16.656.17.63-21.410.05%2.36
Dan Solin The Smartest Index Portfolio, Medium RiskFree4.91-16.246.397.63-21.410.04%2.23
Meb Faber Ivy 10 PortfolioFree-0.88-9.444.17.61-34.870.23%2.8
3 Fund Portfolio 60/40Free5.19-16.26.557.61-20.90.04%2.19
PWL Capital Toronto (CA) 50% StocksFree5.72-12.84.937.61-15.510.07%2.66
Robo Advisor Betterment 2020 Taxable 70% StocksComing soon!2.39-13.626.17.61-27.680.08%2.59
Morningstar Lifetime Allocation Index Aggressive, IncomeFree2.56-11.255.227.6-18.40.09%3.2
Robo Advisor Fidelity GO Tax-advantaged Growth With IncomeFree4.38-14.876.457.6-21.60.05%2.16
The Rip Van Winkle Portfolio John Bogle Tax ShelteredFree4.69-14.876.067.6-17.380.05%2.54
Paul Merriman Best-in-Class ETFs Portfolio (Moderate)Free1.27-11.684.977.59-19.510.13%2.73
Canadian Couch Potato Model Portfolios (CA) AssertiveComing soon!6.57-13.426.57.59-27.710.08%2.48
John Wasik Autopilot Nano InvestmentComing soon!2.88-15.445.517.59-22.570.06%3.5
7Twelve PortfolioFree1.11-9.664.757.58-23.150.15%2.37
TD Ameritrade Core Portfolio GrowthFree5.29-16.386.797.58-26.280.05%2.22
Rick Ferri Global Markets Core-4 ModerateFree5.31-16.176.627.58-20.860.04%2.09
PWL Capital Passmore & Felix (US), 70/30Free5.79-16.827.347.58-25.690.05%1.99
Research Affiliates Moderate Portfolio0.89-12.47%4.97.58-19.40.122.97
William Bernstein Sheltered Sam 50/50Free1.07-8.345.487.57-20.420.08%3.21
Ellevest Wealthbuilding Portfolio 3Free2.54-12.46.047.57-24.550.07%2.22
Balanced Portfolio 40/60Free4.2-15.675.617.56-15.670.04%2.17
PWL Capital Passmore & Felix (CA), 80/20Free6.12-13.947.067.56-28.850.05%2.31
William Bernstein Four Pillars Medium PortfolioFree1.94-10.646.477.55-19.660.06%1.84
Robo Advisor SigFig Taxable 04Free3.59-14.164.97.55-17.280.05%2.81
Axos Invest 50% StocksComing soon!3.72-14.675.417.55-20.740.09%3.03
The Marc Faber PortfolioFree2.86-14.314.657.54-16.810.11%2.18
Paul Merriman Target Date Portfolio (65 year old)Free0.01-10.484.837.54-14.210.10%2.56
William Bernstein Between Charlie and Wendy PortfolioFree2.09-10.616.557.54-19.380.06%1.82
Robo Advisor WiseBanyan 50% stocksFree3.71-14.655.47.54-20.70.09%3.03
Allan Roth Second Grader Medium Risk PortfolioFree4.82-16.176.237.53-21.560.04%2.26
Allan Roth Second Grader Five-Fund Medium Risk PortfolioFree4.34-16.446.047.53-21.560.05%2.35
Scott Burns Five FoldFree2.8-15.415.487.53-23.040.07%3.34
Vanguard Target Retirement 2030 (55 year old)Free5.33-16.476.777.53-26.380.05%2.18
Canadian Portfolio Manager Model Portfolios (US) 50% StocksComing soon!4.25-15.785.527.53-17.020.04%2.31
Ram Balakrishnan Sleepy Portfolio (CA Edition)Coming soon!4.89-12.146.257.53-27.920.06%2.7
Standard & Poors Outlook PortfolioComing soon!4.44-13.66.327.53-21.110.05%2.03
The Global Market Portfolio, (GMP) CREDIT SUISSEFree3.3-18.924.527.52-18.920.10%2.7
Paul Merriman FundAdvice Ultimate Buy and HoldFree1.01-11.914.87.52-21.140.12%2.81
Morningstar Lifetime Allocation Index Conservative, 2030Free2.23-13.04.817.52-17.460.09%2.8
Bob Clyatt The Sandwich PortfolioComing soon!2.9-15.685.257.52-20.550.07%2.26
Peter Mallouk’s I Need 7 Percent to Hit My Long-Term Retirement Goal3.62-15.36.217.52-21.330.062.09
PWL Capital Layton-Guay Portfolios (CA) 60/40 AssertiveFree5.38-14.645.727.51-23.60.06%2.49
The Global Couch Potato Portfolio (US Edition)Coming soon!5.13-16.126.47.51-20.990.04%2.21
The Canonical Portfolio (US) 60% StocksComing soon!5.13-16.126.47.51-20.990.04%2.21
Robo Advisor Betterment 2020 Retirement 70% StocksComing soon!2.28-12.586.237.51-28.170.08%2.53
Quit Like A Millionaire (US) PortfolioComing soon!5.13-16.126.47.51-20.990.04%2.21
The Global Couch Potato Portfolio (CA Edition)Coming soon!6.27-12.885.77.5-19.50.06%2.57
The Canonical Portfolio (CA) 60% StocksComing soon!6.27-12.885.77.5-19.50.06%2.57
Goldman Sachs Target Date Retirement Income PortfolioFree0.69-12.044.557.5-16.50.13%3.42
Time.Inc Money Portfolio 1, Simple and CheapFree3.74-16.85.817.49-21.510.06%2.37
Rick Ferri Inflation Fighter Core-4 Portfolio AggressiveFree5.1-17.166.897.49-34.420.09%2.84
PWL Capital Toronto (US) 50% StocksFree4.22-15.755.467.49-17.060.04%2.32
PWL Capital Layton-Guay Portfolios (US) 60/40 AssertiveFree4.63-16.616.137.49-24.530.05%2.27
Rick Ferri Socially Conscious ESG Core-4 Portfolio AggressiveFree5.06-17.916.817.47-32.680.09%2.34
Robo Advisor Betterment 2020 Taxable 60% StocksComing soon!2.2-13.655.577.47-23.540.08%2.59
Gibson Four Asset ClassesFree-2.38-6.085.897.46-40.410.27%2.42
FPL Capital Management Portfolio 40Free1.02-12.94.487.46-12.90.10%2.71
Kiplinger Five-Fund ETF Portfolio for IncomeComing soon!3.78-14.076.097.46-18.920.07%2.09
All Seasons PortfolioFree2.69-17.93.617.45-17.90.16%2.02
Rick Ferri Total Economy Core-4 Portfolio ModerateFree2.78-15.755.657.45-21.790.07%2.33
SoFi Model Portfolios Retirement ModerateFree4.15-15.545.367.45-24.00.06%2.59
Canadian Couch Potato Model Portfolios (US) BalancedComing soon!5.01-16.356.257.44-22.270.05%2.19
Robo Advisor Fidelity GO Taxable Growth With IncomeFree4.25-13.086.87.44-23.430.06%2.02
Robo Advisor SigFig Tax Sheltered 04Free2.54-14.144.27.44-17.510.07%2.93
Larry Swedroe Big Rocks PortfolioFree0.52-9.915.617.43-20.560.11%2.06
Bob Clyatt The Sandwich Portfolio Value TiltComing soon!0.2-12.465.137.43-20.330.07%2.44
Canadian Portfolio Manager Model Portfolios (CA) 40% StocksComing soon!5.51-12.874.387.42-12.870.07%2.66
Canadian Couch Potato Model Portfolios (CA) BalancedComing soon!6.15-13.115.547.42-20.780.08%2.55
Schwab Managed Portfolio, Balanced With GrowthFree2.83-12.95.497.41-25.010.11%2.39
Dimensional Fund Advisors Model Portfolios 60% Stocks NormalFree1.81-11.635.737.4-21.50.12%2.28
Robo Advisor J.P. Morgan You Invest GrowthComing soon!3.94-14.814.947.38-17.60.05%2.39
Larry Swedroe Model Portfolios ModerateFree0.61-10.045.597.38-20.820.09%1.99
Dr. Marvin Appel One-Decision PortfolioComing soon!1.28-12.235.567.37-16.380.10%2.27
PWL Capital Toronto (CA) 40% StocksFree5.48-12.694.277.35-12.690.07%2.68
The Andrew Tobias PortfolioFree4.97-12.756.157.34-28.050.05%3.78
Scott Burns MargaritavilleFree4.97-12.756.157.34-28.050.05%3.78
Canadian Couch Potato The Über–Tuber PortfolioComing soon!1.81-9.154.797.34-22.290.13%2.82
Robo Advisor Betterment 2020 Retirement 60% StocksComing soon!2.05-12.245.747.34-24.220.08%2.51
Robo Advisor Morgan Stanley Acces Investing Market GrowthComing soon!3.81-14.915.417.34-23.890.05%2.44
Rick Ferri Income Seeker Core-4 Portfolio ConservativeFree-0.77-11.555.077.33-21.070.20%3.72
The Canonical Portfolio (CA) 50% StocksComing soon!5.96-12.725.027.33-15.090.07%2.61
Meb Faber Ivy 5 PortfolioFree0.85-10.985.17.31-31.510.22%2.26
Carl Richards One-Page Financial Plan Portfolio4.63-16.015.917.31-21.840.052.32
Gibson Five Asset ClassesFree0.61-11.04.977.3-32.050.23%2.24
Meb Faber GAAFree3.1-16.064.37.29-16.060.14%2.43
Robo Advisor SigFig Tax Sheltered 03Free2.37-13.843.937.29-15.70.07%2.97
Vanguard LifeStrategy Moderate Growth (60/40)Free4.78-15.986.017.28-21.870.05%2.19
Rick Ferri Inflation Fighter Core-4 Portfolio ModerateFree4.22-15.485.657.28-27.040.09%3.41
PWL Capital Nancy And Her Team (US), AggressiveFree5.18-15.937.017.28-27.730.05%2.07
Tim Maurer Simple Money PortfolioFree1.69-11.85.037.27-18.840.12%2.2
Robo Advisor Wealthsimple Risk Level 03Free2.23-16.414.357.27-16.410.09%2.37
Ellevest Wealthbuilding Portfolio 2Free2.56-11.975.747.27-22.360.07%2.18
Robo Advisor Betterment 2020 Taxable 50% StocksComing soon!2.04-13.434.977.27-19.390.08%2.69
Rick Ferri Transitional Moderate Basic PortfolioFree3.67-15.775.287.25-17.050.05%2.38
Fundamentum Enhanced Index Focus GrowthFree5.86-16.237.137.25-34.750.08%2.52
J. D. Steinhilber Moderate GrowthComing soon!4.31-8.815.617.25-17.230.09%1.85
William Bernstein Taxable Ted 50/50Free2.54-13.445.587.24-17.70.06%2.12
Robo Advisor WiseBanyan 40% stocksFree3.16-13.94.637.24-16.690.10%3.19
Axos Invest 40% StocksComing soon!3.16-13.94.637.24-16.690.10%3.19
Coffeehouse Three ETFFree4.61-12.675.787.23-25.370.15%2.69
Bogleheads Guide to Investing - An Investor in Early RetirementComing soon!4.09-12.215.067.23-14.510.04%3.57
Dan Solin The Smartest ETF Portfolio, High RiskFree6.99-18.018.187.22-42.340.08%2.11
Rick Ferri Socially Conscious ESG Core-4 Portfolio ConservativeFree3.98-15.844.887.22-15.840.07%2.35
PWL Capital Layton-Guay Portfolios (CA) 50/50 BalancedFree5.08-14.325.047.22-19.190.07%2.51
Charles Ellis Portfolio Under 40 Years OldFree6.99-18.018.187.22-42.340.08%2.11
Merrill Lynch Edge Select Portfolio, Moderately ConservativeFree4.29-15.034.587.21-15.030.09%2.36
Robo Advisor SigFig Taxable 03Free3.27-13.164.487.21-14.770.05%2.67
Quit Like A Millionaire (US) Yield Shield PortfolioComing soon!2.69-16.475.677.2-27.260.15%3.29
The Canonical Portfolio (US) 50% StocksComing soon!4.46-15.625.537.19-16.630.04%2.27
Charles Ellis Portfolio 40 - 50 Years OldFree6.41-17.527.517.19-37.590.08%2.16
Assetbuilder.com Portfolio 7Free1.34-13.43.967.18-13.40.15%2.22
PWL Capital Passmore & Felix (CA), 70/30Free5.58-13.86.357.18-24.830.05%2.28
Canadian Couch Potato Model Portfolios (CA) CautiousComing soon!5.73-12.814.557.18-13.850.08%2.61
Robo Advisor Fidelity GO Tax-advantaged BalancedFree3.73-13.935.577.14-17.220.05%2.13
Quit Like A Millionaire (CA) PortfolioComing soon!4.94-13.385.57.14-20.210.04%2.48
Canadian Portfolio Manager Model Portfolios (CA) 30% StocksComing soon!5.25-12.623.667.13-12.620.08%2.69
The Canonical Portfolio (CA) 40% StocksComing soon!5.66-12.544.327.13-12.540.07%2.65
SoFi Model Portfolios Taxable ModerateFree4.1-13.555.617.13-23.950.05%2.3
William Bernstein Sheltered Sam 40/60Free1.11-7.594.77.12-17.120.08%3.36
3 Fund Portfolio Equal WeightFree5.27-16.036.247.12-24.50.04%2.3
Canadian Portfolio Manager Model Portfolios (US) 40% StocksComing soon!3.63-15.254.657.12-15.250.04%2.36
PWL Capital Layton-Guay Portfolios (US) 50/50 BalancedFree4.05-16.115.337.11-20.180.05%2.29
PWL Capital Passmore & Felix (US), 60/40Free5.22-16.266.57.11-21.630.05%2.0
Charles Ellis Portfolio 50 - 60 Years OldFree5.82-17.036.847.11-32.840.07%2.2
Robo Advisor Betterment 2020 Retirement 50% StocksComing soon!1.86-11.715.187.11-20.240.08%2.59
PWL Capital Toronto (CA) 30% StocksFree5.16-12.463.527.1-12.460.08%2.73
Morningstar Lifetime Allocation Index Moderate, IncomeFree2.14-10.364.197.09-13.650.09%3.46
T. Rowe Price ActivePlus Portfolio, Model 40Free3.51-14.594.947.08-14.590.04%2.4
TIAA-CREF Lifecycle Index Retirement IncomeFree3.64-13.334.77.08-13.330.04%2.66
PWL Capital Toronto (US) 40% StocksFree3.61-15.214.597.07-15.210.04%2.36
Rob Arnott ETF.com model portfolioComing soon!1.09-12.893.597.07-16.690.21%3.3
TD Ameritrade Core Portfolio Moderate GrowthFree4.15-15.45.247.05-17.280.05%2.28
Frank Armstrong Ideal Index PortfolioFree1.09-11.85.737.04-25.750.08%2.18
Index Fund Advisors, Portfolio 50Free0.74-11.144.897.03-17.640.12%2.06
Ellevest Wealthbuilding Portfolio 1Free2.39-11.365.417.03-20.290.07%2.12
Balanced Portfolio 30/70Free3.44-15.034.487.02-15.030.04%2.27
Robo Advisor Betterment 2020 Taxable 40% StocksComing soon!1.89-12.954.347.02-15.350.08%2.84
Suze Orman Portfolio, 60 Year Old4.32-11.395.997.02-15.730.041.57
Gyroscopic Desert PortfolioComing soon!3.99-13.784.547.01-13.780.06%2.01
Peter Mallouk’s Get Me What I Need for the Rest of My Life with the Least Volatility Possible3.09-14.624.887.01-14.620.062.1
Rick Ferri Mature Retired Saver Moderate Multi Asset PortfolioFree2.51-12.294.486.98-12.560.06%2.62
Canadian Couch Potato Model Portfolios (US) CautiousComing soon!4.04-15.544.986.98-15.540.05%2.28
Robo Advisor Wealthsimple Risk Level 02Free2.01-15.184.166.97-15.180.09%2.32
Robo Advisor Merrill Guided Investing Taxable Moderately ConservativeComing soon!2.56-11.614.916.97-14.90.06%2.28
Robo Advisor Betterment 40Free2.33-12.574.186.95-13.470.07%2.47
Rick Ferri Inflation Fighter Core-4 Portfolio ConservativeFree3.34-13.84.356.95-19.650.09%3.97
Robo Advisor Fidelity GO Taxable BalancedFree3.58-11.885.976.95-19.310.06%1.98
Robo Advisor SigFig Tax Sheltered 02Free2.07-13.233.446.95-13.230.07%3.04
Dan Solin The Smartest Index Portfolio, Medium-Low RiskFree3.65-15.24.656.94-15.20.04%2.34
FPL Capital Management Portfolio 30Free1.05-12.963.626.94-12.960.09%2.68
Rick Ferri Core 4 fund Portfolio (40/60)Free3.17-15.474.456.93-15.470.05%2.43
3 Fund Portfolio 40/60Free3.84-15.174.756.93-15.170.04%2.31
Paul Boyer Permanent Portfolio (MMM)Coming soon!1.61-12.62.346.93-12.60.14%1.72
The Canonical Portfolio (CA) 30% StocksComing soon!5.36-12.383.626.91-12.380.08%2.69
PWL Capital Layton-Guay Portfolios (CA) 40/60 CautiousFree4.77-14.04.356.9-14.780.07%2.53
Robo Advisor WiseBanyan 30% stocksFree2.66-13.083.866.89-13.080.09%3.27
PWL Capital Nancy And Her Team (CA), AggressiveFree4.98-13.056.066.89-26.910.06%2.35
Axos Invest 30% StocksComing soon!2.66-13.083.866.89-13.080.09%3.27
William Bernstein Four Pillars Low Risk PortfolioFree3.61-11.635.546.88-15.910.05%1.71
Rick Ferri Global Markets Core-4 ConservativeFree4.01-15.124.866.88-15.120.04%2.16
Canadian Couch Potato Model Portfolios (CA) ConservativeComing soon!5.3-12.53.536.88-12.50.09%2.67
William Bernstein Charlie Cringe PortfolioFree3.76-11.615.636.87-15.620.05%1.69
The Canonical Portfolio (US) 40% StocksComing soon!3.8-15.124.666.86-15.120.04%2.33
Dan Solin The Smartest ETF Portfolio, Medium-High RiskFree5.7-15.186.86.85-32.550.07%1.96
Robo Advisor SigFig Tax Sheltered 01Free1.89-12.783.186.85-12.780.07%3.18
Charles Ellis Portfolio 60 - 70 Years OldFree4.65-16.055.456.84-23.340.06%2.29
Fidelity Target Allocation Index-Focused Model Portfolios 40% StocksComing soon!3.31-13.414.696.84-13.410.05%2.27
Scott Burns Four SquareFree4.27-12.715.056.83-19.560.06%3.24
Robo Advisor Betterment 2020 Retirement 40% StocksComing soon!1.69-11.014.576.83-16.30.08%2.72
Paul Merriman Best-in-Class ETFs Portfolio (Conservative)Free1.25-10.133.656.82-10.130.10%2.72
William Bernstein Taxable Ted 40/60Free2.23-12.364.86.82-13.660.06%2.11
PWL Capital Toronto (CA) 20% StocksFree4.95-12.252.866.82-12.250.08%2.75
Rob Arnott PortfolioFree1.31-13.633.446.81-14.710.17%2.83
Rick Ferri Total Economy Core-4 Portfolio ConservativeFree2.23-14.874.156.81-14.870.06%2.41
Robo Advisor SigFig Taxable 02Free2.81-12.273.956.81-12.270.05%2.61
PWL Capital Nancy And Her Team (US), AssertiveFree4.64-14.986.26.8-24.090.05%2.07
Canadian Portfolio Manager Model Portfolios (CA) 20% StocksComing soon!4.98-12.372.926.8-12.370.08%2.73
Rick Ferri Income Seeker Core-4 Portfolio Low-RiskFree0.04-14.773.596.78-16.150.21%3.86
PWL Capital Passmore & Felix (CA), 60/40Free5.04-13.685.656.77-20.90.05%2.24
Robo Advisor Wealthsimple Risk Level 01Free1.87-15.193.86.77-15.190.09%2.32
Robo Advisor Wealthsimple Portfolio ConservativeFree2.96-14.23.216.76-14.20.07%2.34
Research Affiliates Conservative Portfolio1.0-11.80%3.696.76-11.80.092.79
Rick Ferri Mature Retired Saver Moderate Basic PortfolioFree3.02-13.664.516.75-13.660.05%2.18
TD Ameritrade Core Portfolio ModerateFree3.57-14.924.456.74-14.920.05%2.31
Larry Swedroe, The Larry Portfolio 1Free1.58-11.383.656.73-11.380.10%2.08
Bogleheads Guide to Investing - An Investor in Late RetirementComing soon!2.93-10.333.546.7-10.330.04%4.07
7-Twelve Portfolio Age Based 50-60 by Craig IsraelsenFree0.94-7.443.996.69-18.090.15%2.24
PWL Capital Layton-Guay Portfolios (US) 40/60 CautiousFree3.48-15.614.526.69-15.830.05%2.32
T. Rowe Price ActivePlus Portfolio, Model 30Free3.06-13.844.16.68-13.840.04%2.45
Schwab Managed Portfolio, BalancedFree2.01-11.144.216.68-17.180.11%2.38
PWL Capital Toronto (US) 30% StocksFree2.93-14.693.676.68-14.690.04%2.43
Canadian Portfolio Manager Model Portfolios (US) 30% StocksComing soon!3.01-14.713.756.68-14.710.04%2.41
Vanguard LifeStrategy Conservative Growth (40/60)Free3.68-14.984.466.67-14.980.05%2.21
Charles Ellis Portfolio 70 - 80 Years OldFree4.06-15.564.746.65-18.60.06%2.34
SoFi Model Portfolios Retirement Moderately ConservativeFree2.52-14.023.296.65-14.020.07%2.76
William Bernstein Sheltered Sam 30/70Free1.14-6.833.96.64-13.820.07%3.52
Robo Advisor Fidelity GO Tax-advantaged ModerateFree3.09-12.994.686.64-12.990.05%2.11
PWL Capital Passmore & Felix (US), 50/50Free4.65-15.695.626.57-17.540.05%2.01
Mark Hebner Portfolio 25% StocksFree0.96-8.973.66.57-8.970.08%1.98
PWL Capital Layton-Guay Portfolios (CA) 30/70 ConservativeFree4.46-13.683.646.56-13.680.08%2.54
Robo Advisor SigFig Taxable 01Free2.44-11.693.516.56-11.690.05%2.62
Allan Roth Second Grader Medium Risk with CDs PortfolioFree4.49-10.366.216.54-22.780.08%1.92
Robo Advisor Betterment 30Free1.7-10.883.346.54-10.910.08%2.53
Dan Solin SuperSmart Portfolio, Medium-Low RiskFree0.51-8.153.896.53-11.840.10%1.8
The Permanent PortfolioFree4.32-12.53.976.52-12.50.14%1.5
David Booth (DFA) Moderate PortfolioFree1.35-11.674.176.52-12.140.10%2.19
Rick Ferri Inflation Fighter Core-4 Portfolio Low-RiskFree2.46-12.123.06.52-12.270.09%4.54
Larry Swedroe, The Larry Portfolio 2Free0.67-11.492.576.51-11.490.13%2.17
Larry Swedroe, Eliminate Fat Tails Portfolio (value tilt)Free0.33-5.692.786.51-13.550.10%3.81
Rick Ferri Socially Conscious ESG Core-4 Portfolio Low-RiskFree2.67-15.043.086.51-15.040.08%2.48
Allan Roth Second Grader Low PortfolioFree2.98-14.643.676.5-14.640.04%2.41
Allan Roth Second Grader Five-Fund Low Risk PortfolioFree2.74-14.773.576.49-14.770.04%2.45
The Canonical Portfolio (US) 30% StocksComing soon!3.13-14.623.766.49-14.620.04%2.39
Robo Advisor Betterment 2020 Taxable 30% StocksComing soon!1.64-11.363.566.49-11.360.08%2.77
Morningstar Lifetime Allocation Index Conservative, IncomeFree1.71-9.373.056.48-9.370.08%3.73
Assetbuilder.com Portfolio 6Free0.66-12.393.126.48-12.390.13%2.16
PWL Capital Nancy And Her Team (CA), AssertiveFree4.46-12.515.386.46-23.390.06%2.31
Canadian Couch Potato Model Portfolios (US) ConservativeComing soon!3.07-14.733.686.46-14.730.05%2.37
Balanced Portfolio 20/80Free2.67-14.393.336.44-14.390.04%2.37
Robo Advisor Fidelity GO Taxable ModerateFree2.92-10.695.126.44-15.190.06%1.93
Robo Advisor WiseBanyan 20% stocksFree2.09-11.933.026.42-11.930.08%3.25
Axos Invest 20% StocksComing soon!2.08-11.913.016.42-11.910.08%3.25
J. D. Steinhilber Conservative GrowthComing soon!3.14-6.384.886.42-12.250.09%1.77
FPL Capital Management Portfolio 20Free1.08-13.012.766.39-13.010.07%2.64
Meb Faber Risk Parity PortfolioFree1.69-12.972.626.38-12.970.14%2.39
William Bernstein Taxable Ted 30/70Free1.91-11.284.06.37-11.280.06%2.1
Index Fund Advisors, Portfolio 40Free0.89-10.834.06.35-13.070.10%2.04
T. Rowe Price ActivePlus Portfolio, Model 20Free2.57-13.53.246.34-13.50.04%2.58
Robo Advisor J.P. Morgan You Invest AggressiveComing soon!2.5-13.413.06.34-13.410.05%2.45
Robo Advisor Betterment 2020 Retirement 30% StocksComing soon!1.46-9.63.776.33-11.420.07%2.66
Dimensional Fund Advisors Model Portfolios 40% Stocks ModerateFree1.7-11.234.096.31-12.310.10%2.15
Dan Solin The Smartest ETF Portfolio, Medium RiskFree4.4-12.355.356.3-22.760.07%1.8
PWL Capital Nancy And Her Team (US), BalancedFree4.09-14.025.396.3-20.450.05%2.08
Larry Swedroe Model Portfolios ConservativeFree0.58-7.983.996.3-11.680.08%1.77
PWL Capital Passmore & Felix (CA), 50/50Free4.5-13.534.96.28-16.930.05%2.21
PWL Capital Toronto (US) 20% StocksFree2.35-14.192.846.25-14.190.04%2.46
PWL Capital Layton-Guay Portfolios (US) 30/70 ConservativeFree2.9-15.113.696.24-15.110.05%2.35
TD Ameritrade Core Portfolio ConservativeFree2.72-14.183.246.22-14.180.05%2.35
Canadian Portfolio Manager Model Portfolios (US) 20% StocksComing soon!2.39-14.182.856.22-14.180.04%2.46
Dimensional Retirement Income FundFree2.64-6.82.976.15-7.730.05%4.18
William Bernstein Sheltered Sam 20/80Free1.18-6.073.096.15-10.510.06%3.68
Dan Solin The Smartest Index Portfolio, Low RiskFree2.39-14.152.856.13-14.150.04%2.45
Rick Ferri Core 4 fund Portfolio (20/80)Free2.16-14.292.746.12-14.290.04%2.49
3 Fund Portfolio 20/80Free2.49-14.142.96.12-14.140.04%2.44
Robo Advisor Fidelity GO Tax-advantaged Moderate With IncomeFree2.44-12.053.776.12-12.050.05%2.08
Rick Ferri Total Economy Core-4 Portfolio Low-RiskFree1.68-13.992.596.06-13.990.05%2.48
Rick Ferri Global Markets Core-4 Low-RiskFree2.72-14.073.046.06-14.070.05%2.23
SoFi Model Portfolios Taxable Moderately ConservativeFree2.45-10.543.746.06-11.450.05%2.23
PWL Capital Nancy And Her Team (CA), BalancedFree3.94-11.964.696.01-19.870.06%2.27
PWL Capital Passmore & Felix (US), 40/60Free4.09-15.144.745.99-15.140.05%2.02
Institute of Business and Finance Income PortfolioComing soon!0.99-11.091.635.97-11.090.15%4.24
Vanguard LifeStrategy Income Fund (20/80)Free2.58-13.992.855.95-13.990.05%2.23
Robo Advisor Merrill Guided Investing Taxable ConservativeComing soon!2.59-9.133.895.95-9.130.09%1.96
William Bernstein Taxable Ted 20/80Free1.59-10.23.185.9-10.20.06%2.09
Robo Advisor Fidelity GO Taxable Moderate With IncomeFree2.26-9.494.255.9-11.070.06%1.89
Robo Advisor Morgan Stanley Acces Investing Wealth ConservationComing soon!2.09-12.592.455.9-12.590.04%2.45
Robo Advisor Merrill Guided Investing ConservativeComing soon!2.39-9.373.375.89-9.370.10%2.09
Fidelity Target Allocation Index-Focused Model Portfolios 20% StocksComing soon!2.21-11.542.885.88-11.540.05%2.31
Robo Advisor Betterment 2020 Taxable 20% StocksComing soon!1.39-9.682.725.88-9.680.07%2.64
Schwab Managed Portfolio, Income With GrowthFree1.83-10.133.115.87-10.130.09%2.84
Balanced Portfolio 10/90Free1.9-13.752.175.84-13.750.04%2.46
Merrill Lynch Edge Select Portfolio, ConservativeFree1.95-9.763.095.82-9.760.10%2.21
FPL Capital Management Portfolio 10Free1.08-13.091.865.8-13.090.05%2.59
Peter Mallouk’s I Have More Money Than I Will Ever Need and I Want It to Grow with Minimal Volatility2.22-13.552.355.79-13.550.052.26
PWL Capital Nancy And Her Team (US), CautiousFree3.54-13.074.555.77-16.820.05%2.08
7-Twelve Portfolio Age Based 60-70 by Craig IsraelsenFree0.79-5.243.215.76-13.040.15%2.11
Robo Advisor WiseBanyan 13% stocksFree1.54-9.932.255.75-9.930.07%2.85
PWL Capital Passmore & Felix (CA), 40/60Free3.97-13.434.175.75-13.430.06%2.18
Robo Advisor Betterment 2020 Retirement 20% StocksComing soon!1.24-8.162.895.73-8.160.07%2.54
Robo Advisor Betterment 20Free1.34-8.662.55.71-8.660.07%2.18
Assetbuilder.com Portfolio 5Free1.01-12.022.235.68-12.020.11%2.09
T. Rowe Price ActivePlus Portfolio, Model 10Free1.76-11.632.255.67-11.630.04%2.56
Index Fund Advisors, Portfolio 30Free0.99-10.323.185.66-10.320.09%1.97
William Bernstein Sheltered Sam 10/90Free1.22-5.312.275.64-7.210.06%3.84
Dan Solin The Smartest ETF Portfolio, Medium-Low RiskFree3.11-9.523.835.6-12.980.06%1.65
PWL Capital Nancy And Her Team (CA), CautiousFree3.42-11.423.995.54-16.360.06%2.23
Robo Advisor Fidelity GO Tax-advantaged ConservativeFree1.7-10.552.845.45-10.550.05%1.98
William Bernstein Taxable Ted 10/90Free1.27-9.122.345.4-9.120.06%2.08
SoFi Model Portfolios Retirement ConservativeFree1.03-11.931.15.28-13.30.06%2.67
Robo Advisor Fidelity GO Taxable ConservativeFree1.52-8.03.315.23-8.00.06%1.78
PWL Capital Nancy And Her Team (US), ConservativeFree2.99-12.113.715.22-13.190.05%2.08
Dan Solin SuperSmart Portfolio, Low RiskFree0.52-6.012.285.21-6.010.07%1.57
David Booth (DFA) Conservative PortfolioFree1.42-11.062.435.2-11.060.08%2.03
Robo Advisor Betterment 2020 Taxable 10% StocksComing soon!1.1-7.741.815.13-7.740.06%2.37
Schwab Managed Portfolio, Conservative IncomeFree0.85-8.151.575.11-8.150.10%3.32
William Bernstein Sheltered Sam 100% BondsFree1.25-4.561.435.11-4.560.05%3.99
Axos Invest 0% StocksComing soon!1.15-8.391.245.11-8.720.07%2.89
Dimensional Fund Advisors Model Portfolios 20% Stocks ConservativeFree1.6-10.842.395.1-10.840.08%2.01
PWL Capital Nancy And Her Team (CA), ConservativeFree2.9-10.883.285.04-12.840.06%2.2
Robo Advisor Betterment 2020 Retirement 10% StocksComing soon!0.99-6.571.945.02-6.570.06%2.29
Index Fund Advisors, Portfolio 20Free1.09-9.82.344.94-9.80.08%1.9
William Bernstein Taxable Ted 100% BondsFree0.95-8.041.494.87-8.270.06%2.08
Robo Advisor Betterment 10Free0.98-6.441.634.85-6.440.06%1.84
7-Twelve Portfolio Age Based 70 Plus by Craig IsraelsenFree0.64-3.032.44.79-8.00.15%1.97
Allan Roth Second Grader Low Risk with CDs PortfolioFree2.4-4.483.544.77-10.340.11%1.82
Dan Solin The Smartest ETF Portfolio, Low RiskFree1.81-6.692.244.76-6.690.06%1.49
SoFi Model Portfolios Taxable ConservativeFree0.8-7.41.694.7-7.40.06%2.16
Index Fund Advisors, Portfolio 10Free1.18-9.291.494.19-9.290.07%1.82
Robo Advisor Betterment 0Free0.6-4.210.753.96-4.790.05%1.49
David Booth (DFA) Fixed Income PortfolioFree1.49-10.450.643.78-12.220.06%1.88
Robo Advisor Betterment 2020 Taxable 0% StocksComing soon!0.52-3.860.593.78-4.440.05%1.34
Robo Advisor Betterment 2020 Retirement 0% StocksComing soon!0.52-3.860.593.78-4.440.05%1.34
Dimensional Fund Advisors Model Portfolios 0% Stocks FixedFree1.49-10.450.643.78-12.220.06%1.88
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. We believe tt is primarily an academic metric and does not hold much use for individuals who should be more concerned with permanent loss of capital.

  • 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 a few 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.