Asset Allocation of 332 Investment Portfolios

Here is the asset allocation of the portfolios found on portfolioeinstein.com.

We are currently tracking asset allocation and performance of~208~~235~ ~332~ 624 investment portfolios!

You can find the best-in-class ETFs here.

The rebalance tool is here.

You can find the returns and risk metrics here.

You can find the best target-date retirement fund in the article What Is The Best ETF And Mutual Fund?

To get an overview of the many target-date fund providers we track you should read the article Target Date Fund Portfolios

If you are looking for lazy portfolios, you should read 5 Reasons Why A Lazy Portfolio Is Right For You and Lazy Portfolios to get an overview.

7Twelve Portfolio by Craig Israelsen

You can find them in the article Craig Israelsen: 7Twelve Portfolio: Too Much Diversification?

Allan Roth Second Grader Portfolios

You can find them in the article Allan Roth Second Grader Portfolio: Beating The Hell Outa Wall Street?

Alpha Architect Robust Portfolio

You can find them in the article Alpha Architect Robust Portfolio, Momentum Winner

Balanced Portfolios

You can find them in the article The Balanced Portfolio: Portfolio Grand Daddy

Ben Stein’s Perfect Portfolio

• 20.00% US Total Stock Market (VTI)
• 20.00% US Large Cap (VV)
• 4.00% REITs (VNQ)
• 20.00% International Developed Blend (VEA)
• 12.00% Emerging Markets (VWO)
• 20.00% Cash (money market fund) (BIL)
• 4.00% Energy (XLE)

Ben Stein is a personal finance columnist and actor. He has written several books on personal finance and investing, the two that stand out are The Little Book of Bulletproof Investing: Do’s and Don’ts to Protect Your Financial Life and Yes, You Can Still Retire Comfortably!

The above portfolio is from here.

Bill Schultheis’ “Coffeehouse” Portfolio

You can find them in the article Bill Schultheis: Coffeehouse Portfolio: Relax And Get On With Your Life Portfolio?

Bridgewater All Seasons Portfolio

The portfolio will soon be added!

This is also called a risk-parity portfolio. Bridgewater is the largest hedge fund manager in the world (2018) and offers this portfolio to guard against all possible economic scenarios. The above portfolio is featured in Meb Faber’s fantastic book Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies.

Burton Malkiel Portfolios

You can find them in the article Burton Malkiel Portfolio: No Random Returns Here

David Booth (DFA) Portfolios

You can find them in the article David Booth Portfolios: Home Runs For Days

David Swensen’s Portfolio

You can find it in the article David Booth Portfolios: Home Runs For Days

Dimensional Target Date Retirement Income Fund Portfolio

These can be found in the article DFA Target Date Fund Portfolios, Here Come The Experts

Fidelity Freedom Index Portfolios

These can be found in the article Fidelity Target Date Retirement Portfolios, Will The Freedom Funds Give You Freedom?

Frank Armstrong Ideal Index Portfolio

• 9.25% US Large Cap Value (VTV)
• 6.25% US Large Cap (VV)
• 9.25% US Small Cap Value (VIOV)
• 6.25% US Small Cap Growth (IJT)
• 8.00% REITs (VNQ)
• 31.00% International All-World ex-US (VEU)
• 30.00% Short-Term Treasuries (VGSH)

Frank Armstrong is the author of The Informed Investor: A Hype-Free Guide to Constructing a Sound Financial Portfolio. In his book, he presents the Ideal Index Portfolio. Frank Armstrong’s portfolio is tilted towards small-cap and value stocks.

Gibson’s Portfolios

These can be found in the article Roger Gibson Portfolios: Legend of Diversification

Harry Markowitz’s “Father of Modern Portfolio Theory” Portfolio

• 50.00% US Total Stock Market (VTI)
• 50.00% Total US Bond Market (BND)

Father of Modern Portfolio Theory (MPT) is not as you would expect a puzzle of calculations of mean-variance. Instead, Markowitz has stated he splits his portfolio evenly in bonds and stocks. There is an excellent piece on Harry Markowitz in Justin Fox’s book The Myth of the Rational Market.

Index Fund Advisors Portfolios

You can find them in the article Index Fund Advisors: Market Beating Portfolios.

iShares Lifepath portfolios

You can find these portfolios in our article BlackRock Target-Date Portfolios, No Fuzz Solid Portfolios

BlackRock Model Portfolios

You can find these in our article BlackRock Model Portfolios, Here is How The World’s Largest Wealth Manager Invests

JL Collins Portfolios

You can find these in our article JL Collins Portfolios, Learn Money In 1 minute 36 secs

The Larry Swedroe Portfolios

These have all gotten a new home over at Larry Swedroe Portfolio: Nemesis of Low Returns

Meb Faber’s Global Asset Allocation Portfolio (GAA)

• 18.00% US Large Cap (VV)
• 4.50% REITs (VNQ)
• 13.50% International Developed Blend (VEA)
• 4.50% Emerging Markets (VWO)
• 13.50% Long-Term Treasuries (TLT)
• 19.80% Corporate Bonds (LQD)
• 5.00% Commodities (DBC / GSG)
• 5.00% Gold (IAU)
• 1.80% TIPS (VTIP)
• 14.40% Non-US Bonds (BNDX)

Meb Faber, Quant, and productivity-meister galore regularly backtests portfolios. In his fantastic book Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies, he has collected a host of different portfolios playing on the same theme – well-diversified portfolios.

Meb Faber’s Global Tactical Asset Allocation (GTAA) Conservative

• 3.75% US Large Cap Value (VTV)
• 3.75% US Small Cap Value (VIOV)
• 15.00% REITs (VNQ)
• 7.50% International Developed Blend (VEA)
• 7.50% Emerging Markets (VWO)
• 10.00% Long-Term Treasuries (TLT)
• 10.00% Intermediate-Term Treasuries (VGIT)
• 10.00% Corporate Bonds (LQD)
• 15.00% Commodities (DBC / GSG)
• 10.00% Non-US Bonds (BNDX)
• 7.50% Momentum Factor (MTUM)

In his very popular paper A Quantitative Approach to Tactical Asset Allocation Meb Faber, quant and co-founder of Cambria, suggests multiple buy-and-hold portfolios in addition to his now trademark trend following strategy. Meb is known for favoring value and momentum strategies. I recommend all of Meb Faber’s books as he doesn’t waste your time. Some of the best ones include Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies and The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

Meb Faber’s Global Tactical Asset Allocation (GTAA) Moderate

• 5.00% US Large Cap Value (VTV)
• 5.00% US Small Cap Value (VIOV)
• 20.00% REITs (VNQ)
• 10.00% International Developed Blend (VEA)
• 10.00% Emerging Markets (VWO)
• 5.00% Long-Term Treasuries (TLT)
• 5.00% Intermediate-Term Treasuries (VGIT)
• 5.00% Corporate Bonds (LQD)
• 20.00% Commodities (DBC / GSG)
• 5.00% Non-US Bonds (BNDX)
• 10.00% Momentum Factor (MTUM)

In his very popular paper A Quantitative Approach to Tactical Asset Allocation Meb Faber, quant and co-founder of Cambria, suggests multiple buy-and-hold portfolios in addition to his now trademark trend following strategy. Meb is known for favoring value and momentum strategies.

I recommend all of Meb Faber’s books as he doesn’t waste your time. Some of the best ones include Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies and The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

Meb Faber’s Ivy 10 Portfolio

You can find them in the article Meb Faber: Ivy 10 Portfolio: Expand And Conquer Yale And Harvard

Meb Faber’s Ivy 5 Portfolio

You can find them in the article Meb Faber’s Ivy 10 Portfolio: Expand And Conquer Yale And Harvard

Meb Faber IVY 20 portfolio

• 5.00% US Large Cap (VV)
• 5.00% US Mid Cap (IJH)
• 5.00% US Small Cap (VIOO)
• 5.00% US Micro-Cap (IWC)
• 5.00% REITs (Real Estate) (VNQ)
• 5.00% International Developed Blend (VEA)
• 5.00% Emerging Markets (VWO)
• 5.00% International Small Cap Blend (VSS)
• 5.00% Total US Bond Market (BND)
• 5.00% Timber (TREE)
• 5.00% Infrastructure
• 20.00% Commodities (DBC / GSG)
• 5.00% TIPS (VTIP)
• 5.00% Non-US Bonds (BNDX)
• 5.00% Emerging Markets Small Cap (EWX)
• 5.00% Emerging Market Bonds (VWOB)
• 5.00% International REITs (Real Estate) (VNQI)

Co-written with Eric Anderson, Meb Faber’s book The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets lays out a strategy that attempts to mirror the investment portfolios of the Ivy Leagues Endowment fund like Yale, Harvard, and Princeton. Especially Yale’s performance has been envious. Yale’s Endowment is led by David Swensen, who also has a recommend portfolio on this site.

Meb Faber’s Risk Parity Portfolio

• 7.50% US Total Stock Market (VTI)
• 5.00% REITs (VNQ)
• 7.50% International All-World ex-US (VEU)
• 35.00% Intermediate-Term Treasuries (VGIT)
• 35.00% Corporate Bonds (LQD)
• 5.00% Commodities (DBC / GSG)
• 5.00% Gold (IAU)

Meb Faber’s risk parity portfolio from his blog, where he compares it to Ray Dalio’s All-Weather Portfolio (also on this site). All of Meb Faber’s books are worth a read and especially Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies and The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

Merrill Lynch Edge Select Portfolios

These can be found in the article Merrill Lynch Edge Select Portfolios, Heavyweight Slice and Dice Portfolios

Morningstar Portfolios, including portfolios made by Christine Benz

You can find all the Morningstar portfolios over at Morningstar Portfolios: A Laser Beam On Your Returns

Mohamed El-Erian’s Portfolio

You can find all the Morningstar portfolios over at Mohamed El-Erian Portfolio, Too Special?

Paul Merriman’s Portfolios

You can find them in the article Paul Merriman Portfolios: Unbiased Outperformance

Paul Merriman’s Ultimate Portfolio

You can find them in the article Paul Merriman Portfolios: Unbiased Outperformance and Paul Merriman’s Ultimate Portfolio: 10 X 10 = Winner?

This is the portfolio that Paul Merriman features on MarketWatch. It shows the power of diversification that brings home excellent returns while keeping risk in check.

Rick Ferri Portfolios

You can find them in the article Rick Ferri Portfolio, Can It Bring You Enough Returns?

Rob Arnott’s Portfolio

You can find these in our article Rob Arnott Portfolio, Better Than The Permanent Portfolio?

Robo Advisor Betterment Portfolios

You can find these in our article Robo Advisor Betterment Portfolios Are Robots Better?

Robo Advisor Wealthfront Portfolios

You can find these in our article Robo Advisor Wealthfront Portfolios, Do Robos Dream of Higher Returns?

S&P 500

• 100.00% US Large Cap (VOO)

This is the most common benchmark. This is what active managers are trying to beat when they are trying to beat the “market.” It consists of the 500 largest companies in the U.S. based on market capitalization. It was the first index to be passively indexed and tracked by a fund. This was done by the Vanguard Index Trust, later renamed to Vanguard 500 Index Fund. John Bogle, the founder of Vanguard, describes this in his book Common Sense on Mutual Funds.

Schwab Managed Portfolios

These can be found in our article Schwab Managed Portfolios, Are They Worth The Price?

Schwab Target Date Fund portfolios

You can find these portfolios in our article Charles Schwab Target-Date Portfolios, SpectacularlyUnspectacular

Scott Adams Dilbert’s Portfolio

You can find them in the article Scott Adams Dilbert Portfolio, Crazy High Returns, But There’s Catch

Scott Burns Couch Potato

You can find them in the article The Couch Potato Portfolio: Two Fund Supremacy?

Scott Burns 8 Other Portfolios

You can find them in the article Scott Burns The 8 Other Couch Potato Portfolios

T. Rowe Price ActivePlus Portfolios

You can find them in the article T. Rowe Price ActivePlus Portfolios, Robo-Like Portfolios

TD Ameritrade Core Portfolios

You can find the TD Ameritrade Core portfolios in our article TD Ameritrade Selective Portfolios, Dreadfully Dull Determines Your Destiny

Ted Aronson Family Taxable Portfolio

• 5.00% US Total Stock Market (VTI)
• 15.00% US Large Cap (VV)
• 5.00% US Small Cap Value (VIOV)
• 10.00% US Small Cap (VIOO)
• 5.00% US Small Cap Growth (IJT)
• 10.00% Emerging Markets (VWO)
• 15.00% Pacific Stocks (VPL)
• 5.00% European Stocks (VGK)
• 10.00% Long-Term Treasuries (TLT)
• 5.00% High Yield Corporate Bonds (HYG / JNK)
• 15.00% TIPS (VTIP)

Ted Aronson and his AJO Partners manage about $25 billion of institutional assets. Aronson puts his family’s taxable money in this well-diversified portfolio of no-load index funds.

The Andrew Tobias Portfolio

You can find this portfolio in our article Andrew Tobias Portfolio, The Only Portfolio You Will Ever Need

The Global Market Portfolio

You can find the global market portfolios in our article The Global Market Portfolio, What Is the Return of Earth?

These include:

• “GMP” CREDIT SUISSE global market portfolio
• Financial Engines 2007 global market portfolio

The Jack Bogle Portfolio

• 60.00% US Total Stock Market (VTI)
• 40.00% Total US Bond Market (BND)

John Bogle, supreme commander and hero of the investing world, advocates holding bonds your age in proportion to your age. Your age = the percentage of bonds you should hold. The rest should be investing in a broadly diversified index fund. John Bogle’s book Common Sense on Mutual Funds is an absolute classic that you need to read.

The Marc Faber Portfolio

You can find Marc Faber’s portfolio in our article The Marc Faber Portfolio, Returns You Can Touch and Feel

The Permanent Portfolio by Harry Browne

You can find them in the article The Permanent Portfolio: Do Well No Matter What Happens.

The Talmud Portfolio

The portfolio will soon be added!

“Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve.” So it is written in the Talmud, a record of debates among rabbis about Jewish law dating as early as 1200 B.C. And so it is written on page 1 of Asset Allocation: Balancing Financial Risk, Fifth Edition: Balancing Financial Risk by Roger Gibson, supreme commander of asset allocation.

Tim Maurer Simple Money Portfolio

You can find Tim Maurer’s Simple Money portfolio in our article, The Tim Maurer Simple Money Portfolio, Another BAM Home-Run?

Time.Inc Money portfolios

You can find these portfolios in our article Time Inc Money Portfolios, A Showcase For How To Tilt Your Portfolio

Tony Robbins / Ray Dalio Portfolio

You can find them in the article Tony Robbins and Ray Dalio Portfolio: Master Your Portfolio

Total US Stock Market

• 100.00% US Total Stock Market (VTI)

Not so much a portfolio as a single stock fund. The total stock market is often a benchmark for fund managers tracking the Wilshire 5000. The difference between the S&P 500 and the total stock market is minuscule but noticeable due to the inclusion of value and small-cap stocks in the total stock market, which increases returns marginally. The is the portfolio of JL Collins of The Simple Path to Wealth: Your road map to financial independence and a rich, free life recommends as well as the one that John Bogle, supreme commander, and hero of the investing world recommend in Common Sense on Mutual Funds.

TrevH from Bogleheads Portfolio

• 25.00% US Large Cap (VV)
• 25.00% US Small Cap Value (VIOV)
• 25.00% International Large Cap Value (EFV)
• 25.00% International Small Cap Blend (VSS)

The common theme of slicing and dicing made TrevH of the Boglehead forum come up with a simpler portfolio of Paul Merriman’s Ultimate portfolio. The Boglehead forum is dedicated to spreading the investing philosophy of Vanguard’s founder John Bogle, supreme commander and hero of the investing world. The Bogleheads have published the excellent book The Bogleheads’ Guide to Investing,which is a fantastic primer on investing. If you’re thinking about retirement, you should pick up their book on retirement The Bogleheads’ Guide to Retirement Planning authored by Taylor Larimore and Rick Ferri, among others.

Vanguard LifeStrategy portfolios

You can find these portfolios in our article Vanguard LifeStrategy Portfolios, Let’s Put Investing In A Box

Vanguard Target Date Retirement portfolios

You can find these portfolios in our article Vanguard Target Date Retirement Portfolio, Beware Of The Giant

Warren Buffett’s Portfolio

You can find this portfolio in our article The Warren Buffett Portfolio, Let the Oracle Show You High Returns

William Bernstein’s Portfolios

You can find asset allocation for all of William Bernstein’s portfolios over at William Bernstein Portfolios: The Portfolio Giant

Dan Solin Portfolios

These fantastic and varied portfolios have a new home over at Daniel Solin Portfolios: Smart Investing, Simple

TIAA-CREF Lifecycle portfolios

You can find these portfolios in our article TIAA Target-Date Portfolios, 102 Years of Investing Wisdom Benchmarked

Goldman Sachs Target Date Retirement Portfolios

You can find these in our article Goldman Sachs Target Date Portfolios, How To Ruin A Good Portfolio

3 Fund Portfolio

You can find all of these in the article Three Fund Portfolio: Did Awesomeness Find Trinity?

FPL Capital Management Portfolios

You can find all of FPL Capital Management in the article FPL Capital Management Portfolios

Fundamentum Enhanced Index Focus Moderate

• 52.00% US Total Stock Market (VTI)
• 9.00% International All-World ex-US (VEU)
• 33.00% Total US Bond Market (BND)
• 2.00% Cash (money market fund) (BIL)
• 4.00% TIPS (VTIP)

Fundamentum portfolios are simple and easy. Built with DFA funds but can just as quickly be created with Vanguard funds.

Fundamentum Enhanced Index Focus Growth

• 16.00% US Total Stock Market (VTI)
• 14.00% International All-World ex-US (VEU)
• 4.00% Cash (money market fund) (BIL)
• 8.00% Corporate Bonds (LQD)
• 6.00% TIPS (VTIP)
• 52.00% Total World Stock (VT)

Fundamentum portfolios are simple and easy. Built with DFA funds but can just as quickly be created with Vanguard funds.

Assetbuilder.com Portfolios

You find them in our article AssetBuilder.com’s Portfolios High-Performing Good Guys

Alexander Green Gone Fishin’ Portfolio

Find his portfolio in our article Alexander Green’s Gone Fishin’ Portfolio

Robo Advisor WealthSimple Portfolio Conservative

• 14.64% US Total Stock Market (VTI)
• 2.16% Emerging Markets (VWO)
• 1.74% Pacific Stocks (VPL)
• 8.44% European Stocks (VGK)
• 48.09% Intermediate-Term Treasury (VGIT)
• 0.99% Cash (money market fund) (BIL)
• 23.94% Corporate Bonds (LQD)

WealthSimple is a UK based robo advisor with £1.5 Billion under management. Their portfolio is heavily overweighted towards UK equity and UK gilts (bonds). I have no data on UK gilt (government nor corporate), so the portfolio on site is what I call a “US Edition.” I swapped the asset allocation around, so all UK stocks and bonds now are US stocks and bonds. Then I swapped WealthSimple’s allocation to US stocks to European stocks. It’s not perfect and will be remedied in the future when I get return data for UK gilts – I already have for UK stocks. For a comparison of robo advisors, you should check out our overview Robo Advisor Performance.

Robo Advisor WealthSimple Portfolio Balanced

• 30.57% US Total Stock Market (VTI)
• 4.59% Emerging Markets (VWO)
• 3.86% Pacific Stocks (VPL)
• 17.90% European Stocks (VGK)
• 11.40% Intermediate-Term Treasury (VGIT)
• 0.99% Cash (money market fund) (BIL)
• 22.35% Corporate Bonds (LQD)
• 4.17% High Dividend Yield (VYM)
• 4.17% Emerging Market Bonds (VWOB)

WealthSimple is a UK based robo advisor with £1.5 Billion under management. Their portfolio is heavily overweighted towards UK equity and UK gilts (bonds). I have no data on UK gilt (government nor corporate), so the portfolio on site is what I call a “US Edition.” I swapped the asset allocation around, so all UK stocks and bonds now are US stocks and bonds. Then I swapped WealthSimple’s allocation to US stocks to European stocks. It’s not perfect and will be remedied in the future when I get return data for UK gilts – I already have for UK stocks. For a comparison of robo advisors, you should check out our overview Robo Advisor Performance.

Robo Advisor WealthSimple Portfolio Growth

• 47.40% US Total Stock Market (VTI)
• 7.27% Emerging Markets (VWO)
• 6.09% Pacific Stocks (VPL)
• 27.74% European Stocks (VGK)
• 2.88% Intermediate-Term Treasury (VGIT)
• 0.99% Cash (money market fund) (BIL)
• 5.61% Corporate Bonds (LQD)
• 1.01% High Dividend Yield (VYM)
• 1.01% Emerging Market Bonds (VWOB)

WealthSimple is a UK based robo advisor with £1.5 Billion under management. Their portfolio is heavily overweighted towards UK equity and UK gilts (bonds). I have no data on UK gilt (government nor corporate), so the portfolio on site is what I call a “US Edition.” I swapped the asset allocation around, so all UK stocks and bonds now are US stocks and bonds. Then I swapped WealthSimple’s allocation to US stocks to European stocks. It’s not perfect and will be remedied in the future when I get return data for UK gilts – I already have for UK stocks. For a comparison of robo advisors, you should check out our overview Robo Advisor Performance.

Robo Advisor WiseBanyan

Robo advisor WiseBanyan portfolios can found in our article Robo Advisor WiseBanyan Portfolios, Is Free Better?