What Is The Best REIT ETF For Europeans (UCITS)?
We show you the REIT ETF that you can buy in Europe which is also a UCITs fund.
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 11th of August 2023, 08:35 ET
| Name | See Portfolio | Year to date | Return in 2022 | 10 year return | CAGR since 1989 (%) | Draw Down | Expense ratio | Yield % |
|---|---|---|---|---|---|---|---|---|
| Ben Stein Retirement | Coming soon! | 4.05 | -18.03 | 9.46 | 10.8 | -35.42 | 0.09% | 2.73 |
| Paul Merriman 4-Fund-Portfolio | Coming soon! | 9.22 | -11.98 | 11.25 | 10.38 | -35.26 | 0.08% | 1.8 |
| Paul Merriman 2-Fund-Value-Portfolio | Coming soon! | 5.44 | -6.73 | 10.95 | 10.35 | -36.25 | 0.10% | 2.09 |
| S&P 500 | Coming soon! | 17.09 | -18.19 | 12.52 | 10.28 | -37.63 | 0.03% | 1.63 |
| Paul Merriman Target Date Portfolio (25 year old) | Coming soon! | 6.63 | -13.08 | 8.28 | 10.2 | -36.46 | 0.26% | 2.43 |
| Scott Adams Dilbert Portfolio | Coming soon! | 10.87 | -18.75 | 7.0 | 10.19 | -44.88 | 0.07% | 2.83 |
| Total US Stock Market | Coming soon! | 16.6 | -19.51 | 12.08 | 10.19 | -37.0 | 0.03% | 1.59 |
| JL Collins, Simple Path To Wealth, Wealth Building Portfolio | Coming soon! | 16.6 | -19.51 | 12.08 | 10.19 | -37.0 | 0.03% | 1.59 |
| American Institute of Individual Investors (AAII) Portfolio | Coming soon! | 3.74 | -13.91 | 9.7 | 10.16 | -40.85 | 0.24% | 2.25 |
| Paul Merriman Target Date Portfolio (35 year old) | Coming soon! | 6.57 | -13.22 | 8.31 | 10.08 | -36.35 | 0.24% | 2.43 |
| FPL Capital Management Portfolio 100 | Coming soon! | 7.38 | -12.59 | 9.36 | 10.0 | -39.39 | 0.19% | 2.94 |
| Assetbuilder.com Portfolio 14 | Coming soon! | 6.95 | -16.94 | 7.59 | 9.99 | -37.91 | 0.27% | 2.72 |
| Index Fund Advisors, Portfolio 100 | Coming soon! | 7.75 | -13.9 | 8.88 | 9.95 | -39.62 | 0.18% | 2.42 |
| Balanced Portfolio 90/10 | Coming soon! | 14.83 | -18.87 | 11.03 | 9.84 | -32.78 | 0.03% | 1.69 |
| Warren Buffett Portfolio | Coming soon! | 15.35 | -16.76 | 11.42 | 9.78 | -32.67 | 0.03% | 1.6 |
| David Booth (DFA) Equity Portfolio | Coming soon! | 7.53 | -13.51 | 9.08 | 9.73 | -39.45 | 0.17% | 2.65 |
| Dan Solin SuperSmart Portfolio, High Risk | Coming soon! | 7.54 | -14.59 | 8.35 | 9.72 | -39.51 | 0.17% | 2.49 |
| FPL Capital Management Portfolio 90 | Coming soon! | 6.54 | -12.65 | 8.57 | 9.65 | -34.94 | 0.18% | 2.91 |
| Paul Merriman Target Date Portfolio (45 year old) | Coming soon! | 5.98 | -12.99 | 7.88 | 9.64 | -33.39 | 0.20% | 2.44 |
| Steven Schoenfeld Model ETF Portfolio Aggressive | Coming soon! | 9.59 | -18.59 | 8.78 | 9.57 | -34.82 | 0.07% | 2.37 |
| Mark Hebner Portfolio 100% Stocks |  | 7.12 | -12.54 | 8.34 | 9.54 | -38.97 | 0.15% | 2.54 |
| William Bernstein Sheltered Sam 100% Stocks | | 7.31 | -12.13 | 9.21 | 9.48 | -36.95 | 0.11% | 2.42 |
| Alpha Architect Robust | | 1.64 | -10.97 | 7.52 | 9.47 | -29.32 | 0.24% | 2.33 |
| Balanced Portfolio 80/20 | | 13.07 | -18.23 | 9.98 | 9.45 | -28.56 | 0.03% | 1.78 |
| Bogleheads Guide to Investing - A Young Investor’s Asset Allocation | Coming soon! | 13.07 | -18.23 | 9.98 | 9.45 | -28.56 | 0.03% | 1.78 |
| Assetbuilder.com Portfolio 12 | | 6.01 | -15.94 | 6.89 | 9.42 | -32.87 | 0.25% | 2.59 |
| Index Fund Advisors, Portfolio 90 | | 6.91 | -13.39 | 7.92 | 9.35 | -34.47 | 0.17% | 2.41 |
| MMM SMILER Funds | Coming soon! | 6.06 | -19.19 | 7.15 | 9.33 | -40.57 | 0.20% | 2.61 |
| Mad Money Machine MMM Do it Yourself Funds | Coming soon! | 6.36 | -15.14 | 8.13 | 9.3 | -40.27 | 0.22% | 2.32 |
| Dave Ramsey’s Baby Steps Portfolio | 10.56 | -16.22 | 9.54 | 9.3 | -39.72 | 0.12 | 1.77 | |
| Paul Merriman 5-Fund-Value-Portfolio | | 5.05 | -9.42 | 8.33 | 9.29 | -39.5 | 0.28% | 3.31 |
| FPL Capital Management Portfolio 80 | | 5.69 | -12.7 | 7.77 | 9.28 | -30.48 | 0.16% | 2.87 |
| JL Collins, Simple Path To Wealth, Wealth Preservation Portfolio | | 12.19 | -17.91 | 9.44 | 9.24 | -26.46 | 0.03% | 1.83 |
| Jim Lowell Sower Growth Portfolio | Coming soon! | 11.07 | -14.81 | 9.23 | 9.22 | -40.16 | 0.05% | 2.21 |
| Scott Burns Nine Emerging Portfolio | | 5.51 | -4.93 | 6.88 | 9.2 | -30.97 | 0.09% | 3.2 |
| Dimensional Fund Advisors Model Portfolios 100% Stocks Equity | | 8.45 | -12.42 | 8.86 | 9.17 | -39.88 | 0.16% | 2.55 |
| T. Rowe Price ActivePlus Portfolio, Model 100 | | 12.89 | -17.35 | 9.77 | 9.16 | -39.0 | 0.05% | 2.1 |
| William Bernstein Sheltered Sam 90/10 | | 6.66 | -11.37 | 8.49 | 9.14 | -33.64 | 0.11% | 2.57 |
| Larry Swedroe Model Portfolios Highly Aggressive | | 7.52 | -14.15 | 8.61 | 9.14 | -39.1 | 0.12% | 2.42 |
| Steven Schoenfeld Model ETF Portfolio Moderate | Coming soon! | 7.2 | -17.46 | 7.48 | 9.08 | -25.17 | 0.07% | 2.78 |
| Canadian Portfolio Manager Model Portfolios (US) 100% Stocks | Coming soon! | 14.21 | -18.46 | 9.74 | 9.07 | -39.17 | 0.04% | 2.05 |
| Robo Advisor Merrill Guided Investing Aggressive | Coming soon! | 11.52 | -14.66 | 9.04 | 9.06 | -33.76 | 0.06% | 2.17 |
| Robo Advisor Merrill Guided Investing Taxable Aggressive | Coming soon! | 11.59 | -14.11 | 9.33 | 9.03 | -33.65 | 0.06% | 2.07 |
| Balanced Portfolio 70/30 | | 11.31 | -17.59 | 8.91 | 9.02 | -24.35 | 0.03% | 1.88 |
| Goldman Sachs Target Date 2055 Portfolio | | 4.9 | -7.89 | 8.73 | 9.02 | -37.33 | 0.17% | 3.18 |
| Suze Orman Portfolio, 20 Year Old | 13.84 | -17.42 | 9.96 | 9.02 | -33.59 | 0.04 | 1.76 | |
| Goldman Sachs Target Date 2045 Portfolio | | 4.84 | -7.82 | 8.69 | 9.0 | -37.21 | 0.17% | 3.18 |
| Robo Advisor Wealthfront 100 | | 6.96 | -18.09 | 5.9 | 8.99 | -38.97 | 0.08% | 3.08 |
| PWL Capital Toronto (US) 100% Stocks | | 13.96 | -18.38 | 9.5 | 8.99 | -39.44 | 0.04% | 2.1 |
| Robo Advisor Betterment 100 | | 10.31 | -15.16 | 8.43 | 8.98 | -40.07 | 0.07% | 2.42 |
| Burton Malkiel Portfolio, Late Thirties to Early Forties | | 8.69 | -16.83 | 7.31 | 8.98 | -33.61 | 0.07% | 2.5 |
| TIAA-CREF Lifecycle 2060 | | 13.35 | -18.18 | 9.3 | 8.98 | -36.6 | 0.04% | 2.07 |
| Peter Mallouk’s Want to Beat the Market Portfolio | 9.96 | -17.01 | 7.29 | 8.97 | -42.46 | 0.08 | 2.53 | |
| Scott Burns Seven Value 2 Portfolio | | 5.56 | -3.29 | 7.46 | 8.96 | -28.25 | 0.09% | 3.09 |
| Morningstar Lifetime Allocation Index Aggressive, 2040 | | 10.33 | -14.96 | 8.34 | 8.96 | -38.71 | 0.10% | 2.24 |
| T. Rowe Price ActivePlus Portfolio, Model 90 | | 11.4 | -17.29 | 8.94 | 8.94 | -34.21 | 0.04% | 2.14 |
| Burton Malkiel Portfolio, Mid-Twenties | | 9.06 | -17.13 | 7.29 | 8.94 | -34.9 | 0.07% | 2.53 |
| Burton Malkiel Portfolio, Mid-Fifties | | 7.65 | -16.67 | 7.06 | 8.93 | -31.08 | 0.08% | 2.52 |
| William Bernstein Taxable Ted 100% Stocks | | 11.01 | -18.83 | 9.28 | 8.93 | -37.86 | 0.06% | 2.17 |
| TIAA-CREF Lifecycle 2050 | | 12.99 | -18.05 | 9.11 | 8.92 | -35.52 | 0.04% | 2.08 |
| Morningstar Lifetime Allocation Index Aggressive, 2050 | | 10.18 | -15.03 | 8.15 | 8.91 | -39.37 | 0.10% | 2.27 |
| Index Fund Advisors, Portfolio 80 | | 6.19 | -12.79 | 7.32 | 8.88 | -30.82 | 0.15% | 2.28 |
| FPL Capital Management Portfolio 70 | | 4.85 | -12.75 | 6.97 | 8.87 | -26.03 | 0.15% | 2.83 |
| Assetbuilder.com Portfolio 10 | | 5.42 | -15.18 | 6.21 | 8.86 | -28.0 | 0.22% | 2.49 |
| Mark Hebner Portfolio 75% Stocks | | 5.92 | -11.51 | 7.52 | 8.86 | -31.67 | 0.13% | 2.54 |
| Merrill Lynch Edge Select Portfolio, Aggressive | | 12.92 | -17.69 | 8.14 | 8.84 | -33.52 | 0.07% | 2.15 |
| Morningstar Lifetime Allocation Index Aggressive, 2060 | | 9.93 | -15.04 | 7.89 | 8.84 | -39.62 | 0.11% | 2.32 |
| Morningstar Lifetime Allocation Index Moderate, 2050 | | 9.68 | -14.93 | 7.89 | 8.84 | -37.36 | 0.10% | 2.29 |
| Robo Advisor Wealthfront 80 | | 6.95 | -16.31 | 7.11 | 8.83 | -35.39 | 0.07% | 2.82 |
| Canadian Portfolio Manager Model Portfolios (US) 90% Stocks | Coming soon! | 12.68 | -17.92 | 8.92 | 8.83 | -34.73 | 0.04% | 2.1 |
| Ellevest Wealthbuilding Portfolio 12 | | 10.75 | -15.76 | 8.5 | 8.83 | -38.5 | 0.06% | 2.31 |
| The Talmud Portfolio | | 5.56 | -19.62 | 6.87 | 8.81 | -24.0 | 0.06% | 2.63 |
| Scott Burns 10 Speed Portfolio | | 5.34 | -4.95 | 6.55 | 8.8 | -32.27 | 0.12% | 3.27 |
| David Booth (DFA) Aggressive Portfolio | | 6.01 | -12.89 | 7.5 | 8.79 | -30.35 | 0.14% | 2.5 |
| Morningstar Lifetime Allocation Index Moderate, 2060 | | 9.5 | -14.95 | 7.69 | 8.79 | -37.82 | 0.10% | 2.33 |
| Dan Solin SuperSmart Portfolio, Medium-High Risk | | 5.97 | -12.45 | 6.93 | 8.79 | -30.29 | 0.14% | 2.26 |
| David Bach’s Automatic Millionaire Portfolio | 5.44 | -19.62 | 6.81 | 8.79 | -23.91 | 0.06 | 2.64 | |
| William Bernstein Sheltered Sam 80/20 | | 6.01 | -10.62 | 7.75 | 8.78 | -30.34 | 0.10% | 2.73 |
| Schwab Target Date Index Fund 2060 | | 12.08 | -17.35 | 8.86 | 8.77 | -37.12 | 0.05% | 2.24 |
| Morningstar Lifetime Allocation Index Moderate, 2040 | | 9.27 | -14.69 | 7.72 | 8.77 | -34.8 | 0.10% | 2.31 |
| Robo Advisor Betterment 90 | | 9.29 | -14.83 | 7.73 | 8.77 | -36.12 | 0.08% | 2.51 |
| Paul Merriman Target Date Portfolio (55 year old) | | 4.72 | -12.13 | 6.74 | 8.76 | -25.97 | 0.15% | 2.49 |
| Morningstar Lifetime Allocation Index Aggressive, 2030 | | 9.29 | -14.47 | 7.78 | 8.76 | -33.93 | 0.10% | 2.34 |
| Robo Advisor SigFig Tax Sheltered 17 | | 9.63 | -18.09 | 6.52 | 8.75 | -39.2 | 0.07% | 2.9 |
| TIAA-CREF Lifecycle 2040 | | 11.96 | -17.69 | 8.55 | 8.74 | -32.56 | 0.04% | 2.12 |
| PWL Capital Toronto (US) 90% Stocks | | 12.44 | -17.84 | 8.69 | 8.74 | -34.98 | 0.04% | 2.15 |
| Robo Advisor Wealthsimple Portfolio Growth | | 11.71 | -17.4 | 7.85 | 8.73 | -36.27 | 0.06% | 2.4 |
| Paul Merriman Best-in-Class ETFs Portfolio (Aggressive) | | 6.99 | -14.79 | 7.45 | 8.72 | -38.36 | 0.18% | 2.75 |
| Robo Advisor Wealthsimple Risk Level 10 | | 8.53 | -17.55 | 7.27 | 8.72 | -32.87 | 0.08% | 2.46 |
| Ellevest Wealthbuilding Portfolio 9 | | 10.13 | -15.32 | 8.18 | 8.72 | -36.54 | 0.06% | 2.32 |
| Ellevest Wealthbuilding Portfolio 11 | | 10.13 | -15.32 | 8.18 | 8.72 | -36.54 | 0.06% | 2.32 |
| Robo Advisor Wealthsimple Risk Level 09 | | 7.74 | -18.32 | 6.93 | 8.7 | -29.71 | 0.08% | 2.47 |
| T. Rowe Price ActivePlus Portfolio, Model 80 | | 10.1 | -17.08 | 8.19 | 8.68 | -30.39 | 0.04% | 2.23 |
| Robo Advisor Wealthsimple Risk Level 08 | | 6.94 | -19.08 | 6.58 | 8.68 | -26.56 | 0.09% | 2.49 |
| Scott Burns Seven Value Portfolio | | 5.31 | -2.18 | 7.08 | 8.67 | -27.73 | 0.08% | 3.29 |
| Morningstar Lifetime Allocation Index Conservative, 2060 | | 8.74 | -15.06 | 7.27 | 8.67 | -34.25 | 0.10% | 2.38 |
| William Bernstein Taxable Ted 90/10 | | 9.91 | -17.75 | 8.57 | 8.66 | -33.83 | 0.06% | 2.16 |
| PWL Capital Passmore & Felix (US), 100/0 | | 14.11 | -18.52 | 9.81 | 8.66 | -38.42 | 0.04% | 1.95 |
| Robo Advisor SigFig Taxable 15 | | 10.35 | -17.58 | 6.75 | 8.66 | -38.39 | 0.06% | 2.68 |
| Robo Advisor SigFig Tax Sheltered 16 | | 9.3 | -17.68 | 6.37 | 8.66 | -37.69 | 0.07% | 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 Market | 11.16 | -16.82 | 8.1 | 8.66 | -36.02 | 0.06 | 2.29 | |
| Schwab Target Date Index Fund 2050 | | 11.56 | -17.07 | 8.57 | 8.65 | -35.06 | 0.05% | 2.24 |
| Burton Malkiel Portfolio, Late Sixties and Beyond | | 6.18 | -15.52 | 6.67 | 8.65 | -26.51 | 0.08% | 2.47 |
| Morningstar Lifetime Allocation Index Conservative, 2050 | | 8.59 | -14.93 | 7.26 | 8.64 | -32.78 | 0.10% | 2.35 |
| Dimensional 2050 Target Date Retirement Income Fund | | 13.04 | -17.38 | 8.86 | 8.64 | -37.66 | 0.05% | 2.18 |
| Dimensional 2060 Target Date Retirement Income Fund | | 13.04 | -17.38 | 8.86 | 8.64 | -37.66 | 0.05% | 2.18 |
| Dan Solin The Smartest Index Portfolio, High Risk | | 14.22 | -18.33 | 9.73 | 8.62 | -39.12 | 0.05% | 2.01 |
| Robo Advisor J.P. Morgan You Invest Conservative | Coming soon! | 11.69 | -17.24 | 7.85 | 8.6 | -35.7 | 0.06% | 2.32 |
| Kiplinger Five-Fund ETF Portfolio for Growth | Coming soon! | 10.3 | -15.39 | 8.34 | 8.6 | -31.31 | 0.07% | 2.06 |
| Canadian Portfolio Manager Model Portfolios (CA) 100% Stocks | Coming soon! | 11.83 | -14.34 | 8.43 | 8.58 | -38.0 | 0.05% | 2.44 |
| Robo Advisor SigFig Tax Sheltered 15 | | 8.97 | -17.36 | 6.22 | 8.58 | -36.2 | 0.07% | 2.83 |
| 60/40 Portfolio | | 9.54 | -16.95 | 7.82 | 8.57 | -20.13 | 0.03% | 1.98 |
| The Jack Bogle Portfolio | | 9.54 | -16.95 | 7.82 | 8.57 | -20.13 | 0.03% | 1.98 |
| Morningstar Aggressive Retirement Saver Portfolio | | 12.23 | -17.06 | 8.76 | 8.56 | -36.46 | 0.05% | 2.12 |
| Canadian Portfolio Manager Model Portfolios (US) 80% Stocks | Coming soon! | 11.16 | -17.39 | 8.09 | 8.56 | -30.31 | 0.04% | 2.15 |
| Robo Advisor Wealthsimple Risk Level 07 | | 6.33 | -19.04 | 6.28 | 8.56 | -24.22 | 0.09% | 2.48 |
| Ellevest Wealthbuilding Portfolio 6 | | 9.51 | -14.79 | 7.85 | 8.56 | -34.54 | 0.06% | 2.3 |
| Ellevest Wealthbuilding Portfolio 8 | | 9.51 | -14.79 | 7.85 | 8.56 | -34.54 | 0.06% | 2.3 |
| Ellevest Wealthbuilding Portfolio 10 | | 9.51 | -14.79 | 7.85 | 8.56 | -34.54 | 0.06% | 2.3 |
| Merrimans Ultimate Portfolio | | 6.72 | -15.17 | 7.16 | 8.54 | -41.07 | 0.17% | 2.88 |
| Rick Ferri Early Saver Moderate Multi Asset Portfolio | | 6.46 | -16.38 | 6.64 | 8.53 | -26.97 | 0.14% | 2.83 |
| Aronson Lazy Portfolio | Coming soon! | 8.39 | -17.08 | 6.34 | 8.53 | -32.92 | 0.10% | 3.01 |
| Robo Advisor SigFig Tax Sheltered 14 | | 8.73 | -17.24 | 6.17 | 8.53 | -34.57 | 0.07% | 2.79 |
| Morningstar Moderate Retirement Saver Portfolio | | 10.43 | -16.67 | 7.92 | 8.51 | -29.81 | 0.05% | 2.15 |
| PWL Capital Toronto (US) 80% Stocks | | 11.0 | -17.34 | 7.94 | 8.51 | -30.48 | 0.04% | 2.18 |
| Axos Invest 100% Stocks | Coming soon! | 13.56 | -18.05 | 9.05 | 8.51 | -39.56 | 0.04% | 2.16 |
| Robo Advisor SigFig Tax Sheltered 13 | | 8.45 | -17.15 | 6.02 | 8.5 | -33.69 | 0.07% | 2.8 |
| Robo Advisor Merrill Guided Investing Taxable Moderately Aggressive | Coming soon! | 9.82 | -13.34 | 8.22 | 8.49 | -27.44 | 0.06% | 2.07 |
| Robo Advisor Wealthfront 60 | | 5.83 | -15.96 | 6.5 | 8.48 | -30.3 | 0.08% | 2.83 |
| David Jackson Low-Maintenance Five-Fund ETF Portfolio | Coming soon! | 6.28 | -18.44 | 5.55 | 8.48 | -32.57 | 0.07% | 2.95 |
| Canadian Portfolio Manager Model Portfolios (CA) 90% Stocks | Coming soon! | 10.78 | -14.1 | 7.79 | 8.46 | -33.5 | 0.05% | 2.48 |
| Robo Advisor Fidelity GO Tax-advantaged Aggressive Growth | | 11.46 | -16.35 | 8.63 | 8.46 | -32.62 | 0.05% | 2.09 |
| David Jackson Ten-Fund ETF Core Portfolio | Coming soon! | 4.67 | -16.32 | 5.5 | 8.46 | -22.5 | 0.08% | 2.94 |
| Robo Advisor Betterment 80 | | 8.25 | -14.5 | 7.03 | 8.45 | -31.32 | 0.07% | 2.48 |
| PWL Capital Toronto (CA) 100% Stocks | | 11.34 | -13.85 | 8.06 | 8.44 | -38.15 | 0.05% | 2.53 |
| Merrill Lynch Edge Select Portfolio, Moderately Aggressive | | 10.79 | -17.01 | 7.09 | 8.43 | -27.27 | 0.08% | 2.27 |
| FPL Capital Management Portfolio 60 | | 4.01 | -12.8 | 6.15 | 8.43 | -21.58 | 0.13% | 2.79 |
| Robo Advisor SigFig Taxable 14 | | 9.62 | -16.81 | 6.37 | 8.43 | -35.43 | 0.06% | 2.62 |
| Fidelity Target Allocation Index-Focused Model Portfolios 80% Stocks | Coming soon! | 11.47 | -16.12 | 8.63 | 8.43 | -32.68 | 0.05% | 2.08 |
| Scott Burns Six Ways from Sunday | | 5.6 | -2.16 | 6.25 | 8.41 | -26.35 | 0.08% | 3.42 |
| T. Rowe Price ActivePlus Portfolio, Model 70 | | 8.8 | -16.6 | 7.38 | 8.41 | -26.6 | 0.04% | 2.33 |
| David Swensen Portfolio | | 6.75 | -16.36 | 6.27 | 8.4 | -25.96 | 0.07% | 3.18 |
| Allan Roth Second Grader Five-Fund High Risk Portfolio | | 11.17 | -17.64 | 8.33 | 8.4 | -34.2 | 0.07% | 2.15 |
| William Bernstein Sheltered Sam 70/30 | | 5.36 | -9.86 | 7.01 | 8.4 | -27.03 | 0.09% | 2.89 |
| Ben Stein 2007 | Coming soon! | 9.15 | -15.25 | 7.43 | 8.4 | -33.06 | 0.08% | 2.31 |
| Robo Advisor SigFig Taxable 13 | | 9.24 | -16.34 | 6.2 | 8.4 | -33.74 | 0.06% | 2.74 |
| Axos Invest 90% Stocks | Coming soon! | 12.11 | -17.43 | 8.35 | 8.4 | -35.81 | 0.05% | 2.36 |
| Scott Burns Couch Potato | | 8.94 | -11.24 | 7.01 | 8.39 | -19.89 | 0.04% | 4.21 |
| Fidelity Freedom Index 2040 (45 year old) | | 12.54 | -17.31 | 8.79 | 8.39 | -34.81 | 0.06% | 2.05 |
| Fidelity Freedom Index 2050 (35 year old) | | 12.54 | -17.31 | 8.79 | 8.39 | -34.81 | 0.06% | 2.05 |
| Fidelity Freedom Index 2060 (25 year old and younger) | | 12.54 | -17.31 | 8.79 | 8.39 | -34.81 | 0.06% | 2.05 |
| Schwab Target Date Index Fund 2040 | | 10.48 | -16.51 | 7.97 | 8.39 | -31.01 | 0.05% | 2.24 |
| Robo Advisor WiseBanyan 90% stocks | | 12.09 | -17.41 | 8.34 | 8.39 | -35.78 | 0.05% | 2.36 |
| Robo Advisor Fidelity GO Taxable Aggressive Growth | | 11.64 | -15.61 | 8.78 | 8.39 | -33.38 | 0.05% | 2.03 |
| Meb Faber GTAA Moderate | | 2.31 | -10.84 | 4.95 | 8.38 | -31.93 | 0.25% | 2.43 |
| Robo Advisor SigFig Tax Sheltered 12 | | 7.93 | -16.6 | 5.78 | 8.37 | -31.46 | 0.07% | 2.92 |
| Goldman Sachs Target Date 2035 Portfolio | | 2.75 | -9.3 | 6.69 | 8.36 | -27.51 | 0.15% | 3.49 |
| William Bernstein Taxable Ted 80/20 | | 8.81 | -16.67 | 7.85 | 8.35 | -29.79 | 0.06% | 2.15 |
| Ellevest Wealthbuilding Portfolio 5 | | 8.8 | -14.23 | 7.41 | 8.35 | -32.58 | 0.06% | 2.29 |
| Ellevest Wealthbuilding Portfolio 7 | | 8.8 | -14.23 | 7.41 | 8.35 | -32.58 | 0.06% | 2.29 |
| Dimensional Fund Advisors Model Portfolios 80% Stocks Agressive | | 6.74 | -12.02 | 7.32 | 8.35 | -30.69 | 0.14% | 2.42 |
| William Bernstein The Academic Coward Portfolio (ACEI) | | 4.54 | -8.99 | 7.6 | 8.35 | -38.39 | 0.29% | 3.19 |
| Larry Swedroe Model Portfolios Moderately Aggressive | | 5.96 | -12.1 | 7.13 | 8.33 | -29.96 | 0.11% | 2.21 |
| Canadian Portfolio Manager Model Portfolios (CA) 80% Stocks | Coming soon! | 9.73 | -13.85 | 7.13 | 8.32 | -29.02 | 0.06% | 2.51 |
| PWL Capital Toronto (CA) 90% Stocks | | 10.3 | -13.6 | 7.42 | 8.31 | -33.63 | 0.06% | 2.57 |
| Robo Advisor Betterment 70 | | 7.26 | -14.39 | 6.32 | 8.3 | -28.06 | 0.08% | 2.69 |
| Robo Advisor Wealthsimple Risk Level 06 | | 5.1 | -19.01 | 5.65 | 8.3 | -19.49 | 0.09% | 2.48 |
| Allan Roth Second Grader High Risk Portfolio | | 12.46 | -17.69 | 8.68 | 8.27 | -34.91 | 0.05% | 2.11 |
| Robo Advisor SigFig Tax Sheltered 11 | | 7.31 | -16.43 | 5.41 | 8.27 | -29.93 | 0.07% | 2.97 |
| Ted Aronson Family Taxable Portfolio | | 7.12 | -15.96 | 6.37 | 8.26 | -26.33 | 0.11% | 3.12 |
| Morningstar Lifetime Allocation Index Moderate, 2030 | | 7.23 | -13.76 | 6.47 | 8.26 | -26.61 | 0.10% | 2.54 |
| Morningstar Lifetime Allocation Index Conservative, 2040 | | 7.1 | -14.29 | 6.37 | 8.26 | -26.55 | 0.09% | 2.47 |
| Robo Advisor WiseBanyan 80% stocks | | 10.63 | -16.79 | 7.64 | 8.25 | -32.1 | 0.06% | 2.54 |
| Robo Advisor SigFig Taxable 12 | | 8.51 | -15.92 | 5.97 | 8.25 | -29.69 | 0.06% | 2.72 |
| Axos Invest 80% Stocks | Coming soon! | 10.63 | -16.79 | 7.64 | 8.25 | -32.1 | 0.06% | 2.54 |
| Research Affiliates Aggressive Portfolio | 5.18 | -12.77% | 6.43 | 8.25 | -31.28 | 0.13 | 3.02 | |
| Index Fund Advisors, Portfolio 70 | | 5.39 | -12.37 | 6.39 | 8.24 | -25.91 | 0.14% | 2.26 |
| TIAA-CREF Lifecycle 2030 | | 9.55 | -16.57 | 7.21 | 8.24 | -25.5 | 0.04% | 2.24 |
| Canadian Portfolio Manager Model Portfolios (US) 70% Stocks | Coming soon! | 9.63 | -16.85 | 7.25 | 8.24 | -25.88 | 0.04% | 2.2 |
| The Canonical Portfolio (US) 90% Stocks | Coming soon! | 12.83 | -17.63 | 8.92 | 8.24 | -34.06 | 0.04% | 2.04 |
| Larry Swedroe Simple Portfolio | | 4.0 | -6.71 | 5.96 | 8.23 | -23.8 | 0.12% | 4.21 |
| Rick Ferri Midlifer Moderate Multi Asset Portfolio | | 5.51 | -15.09 | 6.04 | 8.23 | -24.26 | 0.16% | 3.19 |
| Rick Ferri Income Seeker Core-4 Portfolio Aggressive | | 1.11 | -5.1 | 7.85 | 8.23 | -30.92 | 0.17% | 3.45 |
| Robo Advisor Merrill Guided Investing Moderate | Coming soon! | 7.58 | -14.13 | 6.75 | 8.23 | -21.72 | 0.08% | 2.3 |
| Assetbuilder.com Portfolio 9 | | 4.5 | -14.86 | 5.38 | 8.22 | -22.64 | 0.20% | 2.38 |
| Rick Ferri Core 4 fund Portfolio (80/20) | | 9.91 | -17.83 | 7.7 | 8.21 | -30.27 | 0.05% | 2.3 |
| Dimensional 2040 Target Date Retirement Income Fund | | 11.41 | -16.34 | 7.88 | 8.21 | -32.21 | 0.05% | 2.17 |
| PWL Capital Toronto (CA) 80% Stocks | | 9.33 | -13.38 | 6.84 | 8.21 | -29.07 | 0.06% | 2.59 |
| Robo Advisor SigFig Taxable 11 | | 8.34 | -15.85 | 5.92 | 8.21 | -28.65 | 0.06% | 2.71 |
| Dan Solin The Smartest Index Portfolio, Medium-High Risk | | 11.17 | -17.29 | 8.09 | 8.2 | -30.27 | 0.04% | 2.12 |
| Robo Advisor SigFig Tax Sheltered 10 | | 7.1 | -16.2 | 5.37 | 8.2 | -28.39 | 0.07% | 2.98 |
| Robo Advisor J.P. Morgan You Invest Moderate | Coming soon! | 9.6 | -16.27 | 6.76 | 8.2 | -28.96 | 0.05% | 2.35 |
| Schwab Managed Portfolio, Aggressive Growth | | 10.44 | -14.97 | 7.69 | 8.19 | -38.07 | 0.09% | 2.24 |
| 3 Fund Portfolio 80/20 | | 11.46 | -17.23 | 8.29 | 8.18 | -29.59 | 0.04% | 2.07 |
| Robo Advisor Wealthsimple Portfolio Balanced | | 7.37 | -16.18 | 6.03 | 8.18 | -24.89 | 0.08% | 2.65 |
| PWL Capital Toronto (US) 70% Stocks | | 9.48 | -16.79 | 7.1 | 8.18 | -26.02 | 0.04% | 2.23 |
| Robo Advisor SigFig Tax Sheltered 09 | | 6.82 | -16.12 | 5.22 | 8.17 | -27.51 | 0.07% | 2.99 |
| Ellevest Wealthbuilding Portfolio 4 | | 8.21 | -13.87 | 7.06 | 8.17 | -30.6 | 0.06% | 2.28 |
| Bogleheads Guide to Investing - A Middle-Aged Investor’s Asset Allocation | Coming soon! | 8.55 | -14.84 | 6.99 | 8.17 | -22.15 | 0.04% | 3.06 |
| Rick Ferri Global Markets Core-4 Aggressive | | 11.58 | -17.22 | 8.32 | 8.16 | -29.57 | 0.04% | 2.02 |
| Robo Advisor Wealthsimple Risk Level 05 | | 4.49 | -18.97 | 5.33 | 8.15 | -18.97 | 0.09% | 2.47 |
| Ben Stein Portfolio | | 9.58 | -10.97 | 7.2 | 8.14 | -32.15 | 0.07% | 2.33 |
| PWL Capital Passmore & Felix (CA), 100/0 | | 11.61 | -14.2 | 8.44 | 8.14 | -37.19 | 0.05% | 2.37 |
| Canadian Portfolio Manager Model Portfolios (CA) 70% Stocks | Coming soon! | 8.69 | -13.6 | 6.46 | 8.14 | -24.52 | 0.06% | 2.55 |
| Robo Advisor Betterment 2020 Taxable 100% Stocks | Coming soon! | 8.87 | -13.47 | 7.7 | 8.14 | -40.33 | 0.07% | 2.6 |
| Robo Advisor Wealthfront 40 | | 4.94 | -15.53 | 6.0 | 8.13 | -25.05 | 0.08% | 2.8 |
| Fundamentum Enhanced Index Focus Moderate | | 9.12 | -15.97 | 7.25 | 8.13 | -21.57 | 0.04% | 2.25 |
| Robo Advisor SigFig Taxable 10 | | 7.87 | -15.43 | 5.8 | 8.12 | -25.68 | 0.05% | 2.74 |
| William Bernstein The Small Investor Coward Portfolio (SICEI) | | 10.18 | -16.1 | 7.43 | 8.12 | -41.54 | 0.12% | 2.42 |
| Canadian Couch Potato Model Portfolios (US) Aggressive | Coming soon! | 12.9 | -17.97 | 8.7 | 8.11 | -35.99 | 0.06% | 2.0 |
| Alexander Green Gone Fishing Portfolio | | 6.35 | -14.32 | 5.73 | 8.1 | -28.87 | 0.14% | 3.08 |
| SoFi Model Portfolios Taxable/Retirement Aggressive | | 12.43 | -17.65 | 7.95 | 8.1 | -40.75 | 0.05% | 2.38 |
| Robo Advisor Betterment 2020 Retirement 100% Stocks | Coming soon! | 8.94 | -13.71 | 7.71 | 8.09 | -40.53 | 0.07% | 2.59 |
| Suze Orman Portfolio, 40 Year Old | 10.7 | -14.4 | 8.02 | 8.09 | -24.66 | 0.04 | 1.66 | |
| Bill Schultheis Coffeehouse Portfolio | | 4.22 | -14.22 | 6.21 | 8.08 | -20.14 | 0.07% | 2.42 |
| Harry Markowitz Father of Modern Portfolio Theory Portfolio | | 7.78 | -16.31 | 6.72 | 8.08 | -16.31 | 0.04% | 2.08 |
| Balanced Portfolio 50/50 | | 7.78 | -16.31 | 6.72 | 8.08 | -16.31 | 0.04% | 2.08 |
| Robo Advisor SigFig Taxable 09 | | 7.7 | -15.36 | 5.76 | 8.08 | -24.63 | 0.05% | 2.72 |
| William Bernstein Young Yvonne Portfolio | | 3.97 | -12.52 | 6.06 | 8.07 | -20.11 | 0.08% | 2.47 |
| T. Rowe Price ActivePlus Portfolio, Model 60 | | 7.51 | -15.96 | 6.55 | 8.06 | -22.55 | 0.04% | 2.37 |
| Robo Advisor SigFig Tax Sheltered 08 | | 6.44 | -15.88 | 5.0 | 8.06 | -26.36 | 0.07% | 3.06 |
| Robo Advisor WiseBanyan 70% stocks | | 9.15 | -16.09 | 6.91 | 8.04 | -28.22 | 0.07% | 2.69 |
| PWL Capital Toronto (CA) 70% Stocks | | 8.38 | -13.27 | 6.22 | 8.04 | -24.59 | 0.06% | 2.61 |
| Robo Advisor SigFig Taxable 08 | | 7.55 | -15.18 | 5.72 | 8.04 | -23.67 | 0.05% | 2.75 |
| Axos Invest 70% Stocks | Coming soon! | 9.17 | -16.08 | 6.91 | 8.04 | -28.22 | 0.07% | 2.69 |
| Fidelity Freedom Index 2030 (55 year old) | | 10.25 | -16.42 | 7.54 | 8.03 | -28.19 | 0.05% | 2.18 |
| The Canonical Portfolio (US) 80% Stocks | Coming soon! | 11.28 | -17.12 | 8.09 | 8.03 | -29.7 | 0.04% | 2.1 |
| Jane Bryant Quinn Portfolio | | 8.62 | -16.42 | 7.07 | 8.03 | -26.0 | 0.05 | 2.76 |
| Allan Roth Second Grader High Risk with CDs Portfolio | | 12.58 | -16.24 | 8.69 | 8.02 | -35.21 | 0.06% | 2.03 |
| Robo Advisor SigFig Tax Sheltered 07 | | 6.16 | -15.8 | 4.85 | 8.02 | -25.48 | 0.07% | 3.07 |
| William Bernstein Taxable Ted 70/30 | | 7.71 | -15.6 | 7.11 | 8.01 | -25.76 | 0.06% | 2.14 |
| Meb Faber IVY 20 portfolio | | 5.85 | -9.82 | 4.87 | 8.01 | -35.66 | 0.29% | 2.35 |
| PWL Capital Passmore & Felix (US), 80/20 | | 11.27 | -17.38 | 8.18 | 8.0 | -29.83 | 0.04% | 1.98 |
| Rick Ferri Early Saver Moderate Basic Portfolio | | 8.14 | -17.48 | 6.83 | 7.99 | -25.77 | 0.05% | 2.38 |
| William Bernstein Sheltered Sam 60/40 | | 4.7 | -9.1 | 6.25 | 7.99 | -23.73 | 0.09% | 3.05 |
| TrevH from Boglheads Portfolio | | 9.2 | -14.06 | 7.65 | 7.98 | -40.81 | 0.17% | 2.35 |
| Robo Advisor Betterment 2020 Taxable 90% Stocks | Coming soon! | 8.04 | -13.52 | 7.19 | 7.98 | -36.08 | 0.07% | 2.6 |
| Rick Ferri Total Economy Core-4 Portfolio Agressive | | 8.55 | -16.63 | 7.1 | 7.97 | -30.77 | 0.09% | 2.26 |
| Fidelity Target Allocation Index-Focused Model Portfolios 70% Stocks | Coming soon! | 9.28 | -15.31 | 7.32 | 7.97 | -26.03 | 0.05% | 2.15 |
| FPL Capital Management Portfolio 50 | | 3.17 | -12.85 | 5.32 | 7.96 | -17.12 | 0.12% | 2.75 |
| Robo Advisor SigFig Taxable 07 | | 7.09 | -15.03 | 5.52 | 7.96 | -21.74 | 0.05% | 2.74 |
| Robo Advisor Betterment 2020 Retirement 90% Stocks | Coming soon! | 8.08 | -13.19 | 7.23 | 7.95 | -36.24 | 0.07% | 2.58 |
| Muhammad El-Erian Portfolio | | 5.48 | -13.37 | 4.65 | 7.94 | -31.14 | 0.17% | 2.82 |
| J. D. Steinhilber Aggressive Growth | Coming soon! | 8.87 | -10.03 | 6.85 | 7.94 | -23.06 | 0.08% | 1.85 |
| TD Ameritrade Core Portfolio Aggressive | | 11.48 | -17.14 | 8.0 | 7.93 | -32.97 | 0.05% | 2.16 |
| Vanguard Target Retirement 2050 (35 year old) | | 12.05 | -17.45 | 8.22 | 7.93 | -35.27 | 0.05% | 2.16 |
| Canadian Portfolio Manager Model Portfolios (CA) 60% Stocks | Coming soon! | 7.64 | -13.36 | 5.78 | 7.93 | -20.03 | 0.07% | 2.59 |
| Vanguard Target Retirement 2060 (25 year old) | | 12.05 | -17.44 | 8.21 | 7.92 | -35.33 | 0.05% | 2.17 |
| Robo Advisor Fidelity GO Tax-advantaged Growth | | 9.25 | -15.26 | 7.32 | 7.92 | -26.05 | 0.05% | 2.11 |
| SoFi Model Portfolios Retirement Moderately Aggressive | | 9.87 | -16.97 | 6.72 | 7.92 | -32.52 | 0.06% | 2.55 |
| Meb Faber GTAA Conservative | | 1.35 | -12.66 | 4.1 | 7.91 | -21.62 | 0.22% | 2.41 |
| Steven Schoenfeld Model ETF Portfolio Conservative | Coming soon! | 3.42 | -16.25 | 5.12 | 7.91 | -16.25 | 0.08% | 3.07 |
| Schwab Target Date Index Fund 2030 | | 8.61 | -15.52 | 6.89 | 7.9 | -24.29 | 0.05% | 2.25 |
| Bob Clyatt Rational Investing Portfolio | Coming soon! | 5.29 | -12.83 | 5.34 | 7.9 | -24.26 | 0.13% | 2.34 |
| Canadian Portfolio Manager Model Portfolios (US) 60% Stocks | Coming soon! | 8.11 | -16.32 | 6.4 | 7.9 | -21.44 | 0.04% | 2.25 |
| Ram Balakrishnan Sleepy Portfolio (US Edition) | Coming soon! | 9.72 | -14.88 | 7.16 | 7.9 | -28.7 | 0.05% | 2.43 |
| Merrill Lynch Edge Select Portfolio, Moderately | | 8.11 | -16.09 | 5.82 | 7.89 | -20.21 | 0.09% | 2.35 |
| Three Fund Portfolio (50-30-20) | | 10.7 | -17.05 | 7.61 | 7.87 | -30.7 | 0.05% | 2.21 |
| Goldman Sachs Target Date 2025 Portfolio | | 2.14 | -11.03 | 5.42 | 7.87 | -20.51 | 0.13% | 3.41 |
| Robo Advisor SigFig Tax Sheltered 06 | | 5.49 | -15.47 | 4.48 | 7.87 | -23.45 | 0.07% | 3.15 |
| Richard Jenkins Simple ETF Strategy | Coming soon! | 8.04 | -15.42 | 6.74 | 7.87 | -31.73 | 0.12% | 2.34 |
| Research Affiliates All Equity Portfolio | 7.82 | -13.14% | 7.04 | 7.87 | -42.79 | 0.12 | 2.75 | |
| The Global Market Portfolio, Financial Engines 2007 | | 8.23 | -14.98 | 6.38 | 7.86 | -22.97 | 0.08% | 2.09 |
| Gretchen Tai Portfolio | Coming soon! | 7.79 | -15.89 | 5.97 | 7.86 | -29.26 | 0.09% | 3.04 |
| Rick Ferri Transitional Moderate Multi Asset Portfolio | | 4.73 | -14.1 | 5.43 | 7.85 | -20.61 | 0.16% | 3.31 |
| Vanguard Target Retirement 2040 (45 year old) | | 11.39 | -17.21 | 7.88 | 7.85 | -33.1 | 0.05% | 2.17 |
| Schwab Managed Portfolio, Growth | | 8.73 | -13.68 | 6.67 | 7.85 | -32.39 | 0.11% | 2.29 |
| Robo Advisor Merrill Guided Investing Taxable Moderate | Coming soon! | 7.8 | -12.45 | 6.92 | 7.85 | -21.22 | 0.08% | 2.14 |
| William Bernstein Sheltered Sam Portfolio | | 4.52 | -8.68 | 6.06 | 7.84 | -21.03 | 0.09% | 2.86 |
| PWL Capital Layton-Guay Portfolios (US) 70/30 Aggressive | | 9.39 | -17.11 | 6.92 | 7.84 | -28.88 | 0.05% | 2.24 |
| Robo Advisor Wealthsimple Risk Level 04 | | 3.26 | -18.94 | 4.69 | 7.84 | -18.94 | 0.09% | 2.47 |
| PWL Capital Toronto (US) 60% Stocks | | 7.97 | -16.25 | 6.25 | 7.83 | -21.56 | 0.04% | 2.28 |
| The Canonical Portfolio (CA) 90% Stocks | Coming soon! | 10.68 | -13.39 | 7.66 | 7.83 | -32.71 | 0.05% | 2.46 |
| Robo Advisor WiseBanyan 60% stocks | | 7.72 | -15.41 | 6.19 | 7.82 | -24.59 | 0.08% | 2.85 |
| Axos Invest 60% Stocks | Coming soon! | 7.7 | -15.39 | 6.18 | 7.82 | -24.55 | 0.08% | 2.85 |
| Mark Hebner Portfolio 50% Stocks | | 4.0 | -10.24 | 5.61 | 7.82 | -19.23 | 0.10% | 2.26 |
| Robo Advisor Betterment 2020 Taxable 80% Stocks | Coming soon! | 7.21 | -13.55 | 6.68 | 7.82 | -31.95 | 0.08% | 2.59 |
| Middleton Monitored Play It Safe Portfolio | Coming soon! | 8.99 | -12.1 | 7.39 | 7.82 | -29.4 | 0.11% | 2.0 |
| Rick Ferri Income Seeker Core-4 Portfolio Moderate | | 0.69 | -8.32 | 6.49 | 7.81 | -26.0 | 0.18% | 3.58 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Moderate | | 8.43 | -16.65 | 6.63 | 7.81 | -21.43 | 0.06% | 2.21 |
| PWL Capital Toronto (CA) 60% Stocks | | 7.34 | -13.02 | 5.54 | 7.81 | -20.07 | 0.07% | 2.64 |
| Canadian Couch Potato Model Portfolios (US) Assertive | Coming soon! | 10.58 | -17.16 | 7.49 | 7.81 | -29.13 | 0.06% | 2.09 |
| Robo Advisor SigFig Taxable 06 | | 6.7 | -14.75 | 5.3 | 7.81 | -20.4 | 0.05% | 2.79 |
| Robo Advisor Betterment 60 | | 6.24 | -13.81 | 5.62 | 7.8 | -22.52 | 0.07% | 2.53 |
| The Canonical Portfolio (US) 70% Stocks | Coming soon! | 9.75 | -16.62 | 7.26 | 7.79 | -25.35 | 0.04% | 2.16 |
| Robo Advisor Fidelity GO Taxable Growth | | 9.56 | -13.98 | 7.57 | 7.79 | -27.35 | 0.05% | 2.01 |
| Jonathan Clements Three Fund Global Portfolio | Coming soon! | 8.54 | -16.33 | 6.76 | 7.78 | -20.78 | 0.04% | 2.16 |
| Time.Inc Money Portfolio 2, Tilt Toward Value | | 5.89 | -15.72 | 6.11 | 7.77 | -20.85 | 0.06% | 2.35 |
| William Bernstein Four Pillars High Risk Portfolio | | 5.36 | -11.11 | 5.91 | 7.76 | -27.41 | 0.11% | 2.33 |
| William Bernstein Wendy Wonk Portfolio | | 5.36 | -11.11 | 5.91 | 7.76 | -27.41 | 0.11% | 2.33 |
| PWL Capital Layton-Guay Portfolios (CA) 70/30 Aggressive | | 8.73 | -14.96 | 6.39 | 7.76 | -28.0 | 0.06% | 2.47 |
| Robo Advisor Betterment 2020 Retirement 80% Stocks | Coming soon! | 7.29 | -12.88 | 6.76 | 7.76 | -32.27 | 0.08% | 2.56 |
| Morningstar Conservative Retirement Saver Portfolio | | 6.91 | -13.91 | 5.81 | 7.75 | -18.42 | 0.05% | 2.71 |
| Vanguard LifeStrategy Growth Fund (80/20) | | 10.69 | -16.96 | 7.5 | 7.75 | -30.8 | 0.05% | 2.17 |
| Robo Advisor Betterment 50 | | 5.27 | -13.93 | 4.91 | 7.75 | -20.24 | 0.09% | 2.9 |
| The Canonical Portfolio (CA) 80% Stocks | Coming soon! | 9.65 | -13.23 | 7.02 | 7.75 | -28.31 | 0.06% | 2.5 |
| Robo Advisor Morgan Stanley Acces Investing Opportunistic Growth | Coming soon! | 9.24 | -15.67 | 6.56 | 7.75 | -31.21 | 0.05% | 2.42 |
| Dan Solin SuperSmart Portfolio, Medium | | 4.41 | -10.3 | 5.44 | 7.73 | -21.06 | 0.12% | 2.03 |
| David Booth (DFA) Normal Portfolio | | 4.48 | -12.28 | 5.86 | 7.72 | -21.24 | 0.12% | 2.34 |
| Robo Advisor SigFig Taxable 05 | | 6.38 | -14.51 | 5.14 | 7.72 | -19.01 | 0.05% | 2.82 |
| Jonathan Clements Eight Asset Class Index Fund | Coming soon! | 9.65 | -13.5 | 6.87 | 7.72 | -30.71 | 0.10% | 1.95 |
| Tony Robbins / Ray Dalio Portfolio | | 2.95 | -18.53 | 4.32 | 7.71 | -18.53 | 0.16% | 1.88 |
| Paul Merriman Ultimate Buy & Hold Strategy 2010 | | 3.43 | -15.12 | 4.9 | 7.71 | -23.15 | 0.17% | 2.74 |
| SoFi Model Portfolios Taxable Moderately Aggressive | | 10.03 | -15.73 | 6.91 | 7.7 | -32.55 | 0.05% | 2.33 |
| Canadian Portfolio Manager Model Portfolios (CA) 50% Stocks | Coming soon! | 6.6 | -13.11 | 5.09 | 7.69 | -15.53 | 0.07% | 2.62 |
| Canadian Couch Potato The Über–Tuber Portfolio (US) | Coming soon! | 2.71 | -9.11 | 5.61 | 7.69 | -22.85 | 0.13% | 2.69 |
| Robo Advisor SigFig Tax Sheltered 05 | | 4.82 | -15.1 | 4.16 | 7.69 | -20.6 | 0.07% | 3.18 |
| The Rip Van Winkle Portfolio William Bernstein Taxable | Coming soon! | 8.14 | -14.43 | 7.08 | 7.69 | -23.66 | 0.10% | 2.09 |
| Index Fund Advisors, Portfolio 60 | | 4.63 | -11.69 | 5.72 | 7.68 | -22.03 | 0.13% | 2.13 |
| Rick Ferri Midlife Moderate Basic Portfolio | | 6.93 | -16.82 | 6.08 | 7.68 | -21.34 | 0.05% | 2.39 |
| Canadian Couch Potato Model Portfolios (CA) Aggressive | Coming soon! | 10.76 | -13.73 | 7.43 | 7.68 | -34.64 | 0.08% | 2.42 |
| William Bernstein No Brainer Portfolio | | 8.6 | -13.48 | 7.11 | 7.66 | -27.62 | 0.07% | 1.84 |
| T. Rowe Price ActivePlus Portfolio, Model 50 | | 6.22 | -15.23 | 5.71 | 7.66 | -18.44 | 0.04% | 2.39 |
| Dimensional 2030 Target Date Retirement Income Fund | | 8.1 | -12.03 | 5.9 | 7.66 | -22.61 | 0.05% | 3.65 |
| Portfoliocharts Golden Butterfly | Coming soon! | 4.67 | -14.3 | 5.34 | 7.65 | -14.3 | 0.12% | 1.4 |
| William Bernstein Cowards Portfolio | | 5.24 | -10.2 | 6.01 | 7.64 | -19.93 | 0.07% | 1.94 |
| William Bernstein Taxable Ted 60/40 | | 6.6 | -14.52 | 6.35 | 7.64 | -21.73 | 0.06% | 2.13 |
| Assetbuilder.com Portfolio 8 | | 3.81 | -14.2 | 4.7 | 7.64 | -17.58 | 0.17% | 2.31 |
| Bogle Tax Sheltered | | 7.61 | -14.07 | 6.07 | 7.64 | -14.24 | 0.05% | 2.3 |
| The Canonical Portfolio (CA) 70% Stocks | Coming soon! | 8.61 | -13.04 | 6.37 | 7.64 | -23.9 | 0.06% | 2.54 |
| Fidelity Target Allocation Index-Focused Model Portfolios 60% Stocks | Coming soon! | 7.87 | -14.95 | 6.46 | 7.64 | -21.56 | 0.05% | 2.21 |
| Rick Ferri Core 4 fund Portfolio (60/40) | | 7.17 | -16.65 | 6.1 | 7.63 | -21.41 | 0.05% | 2.36 |
| Dan Solin The Smartest Index Portfolio, Medium Risk | | 8.12 | -16.24 | 6.39 | 7.63 | -21.41 | 0.04% | 2.23 |
| Meb Faber Ivy 10 Portfolio | | 4.83 | -9.44 | 4.1 | 7.61 | -34.87 | 0.23% | 2.8 |
| 3 Fund Portfolio 60/40 | | 8.34 | -16.2 | 6.55 | 7.61 | -20.9 | 0.04% | 2.19 |
| PWL Capital Toronto (CA) 50% Stocks | | 6.37 | -12.8 | 4.93 | 7.61 | -15.51 | 0.07% | 2.66 |
| Robo Advisor Betterment 2020 Taxable 70% Stocks | Coming soon! | 6.34 | -13.62 | 6.1 | 7.61 | -27.68 | 0.08% | 2.59 |
| Morningstar Lifetime Allocation Index Aggressive, Income | | 5.42 | -11.25 | 5.22 | 7.6 | -18.4 | 0.09% | 3.2 |
| Robo Advisor Fidelity GO Tax-advantaged Growth With Income | | 7.78 | -14.87 | 6.45 | 7.6 | -21.6 | 0.05% | 2.16 |
| The Rip Van Winkle Portfolio John Bogle Tax Sheltered | | 7.46 | -14.87 | 6.06 | 7.6 | -17.38 | 0.05% | 2.54 |
| Paul Merriman Best-in-Class ETFs Portfolio (Moderate) | | 4.08 | -11.68 | 4.97 | 7.59 | -19.51 | 0.13% | 2.73 |
| Canadian Couch Potato Model Portfolios (CA) Assertive | Coming soon! | 9.2 | -13.42 | 6.5 | 7.59 | -27.71 | 0.08% | 2.48 |
| John Wasik Autopilot Nano Investment | Coming soon! | 5.5 | -15.44 | 5.51 | 7.59 | -22.57 | 0.06% | 3.5 |
| 7Twelve Portfolio | | 4.96 | -9.66 | 4.75 | 7.58 | -23.15 | 0.15% | 2.37 |
| TD Ameritrade Core Portfolio Growth | | 9.25 | -16.38 | 6.79 | 7.58 | -26.28 | 0.05% | 2.22 |
| Rick Ferri Global Markets Core-4 Moderate | | 8.57 | -16.17 | 6.62 | 7.58 | -20.86 | 0.04% | 2.09 |
| PWL Capital Passmore & Felix (US), 70/30 | | 9.87 | -16.82 | 7.34 | 7.58 | -25.69 | 0.05% | 1.99 |
| Research Affiliates Moderate Portfolio | 2.62 | -12.47% | 4.9 | 7.58 | -19.4 | 0.12 | 2.97 | |
| William Bernstein Sheltered Sam 50/50 | | 4.05 | -8.34 | 5.48 | 7.57 | -20.42 | 0.08% | 3.21 |
| Ellevest Wealthbuilding Portfolio 3 | | 6.54 | -12.4 | 6.04 | 7.57 | -24.55 | 0.07% | 2.22 |
| Balanced Portfolio 40/60 | | 6.02 | -15.67 | 5.61 | 7.56 | -15.67 | 0.04% | 2.17 |
| PWL Capital Passmore & Felix (CA), 80/20 | | 9.28 | -13.94 | 7.06 | 7.56 | -28.85 | 0.05% | 2.31 |
| William Bernstein Four Pillars Medium Portfolio | | 6.03 | -10.64 | 6.47 | 7.55 | -19.66 | 0.06% | 1.84 |
| Robo Advisor SigFig Taxable 04 | | 5.89 | -14.16 | 4.9 | 7.55 | -17.28 | 0.05% | 2.81 |
| Axos Invest 50% Stocks | Coming soon! | 6.25 | -14.67 | 5.41 | 7.55 | -20.74 | 0.09% | 3.03 |
| The Marc Faber Portfolio | | 4.13 | -14.31 | 4.65 | 7.54 | -16.81 | 0.11% | 2.18 |
| Paul Merriman Target Date Portfolio (65 year old) | | 2.95 | -10.48 | 4.83 | 7.54 | -14.21 | 0.10% | 2.56 |
| William Bernstein Between Charlie and Wendy Portfolio | | 6.15 | -10.61 | 6.55 | 7.54 | -19.38 | 0.06% | 1.82 |
| Robo Advisor WiseBanyan 50% stocks | | 6.23 | -14.65 | 5.4 | 7.54 | -20.7 | 0.09% | 3.03 |
| Allan Roth Second Grader Medium Risk Portfolio | | 7.96 | -16.17 | 6.23 | 7.53 | -21.56 | 0.04% | 2.26 |
| Allan Roth Second Grader Five-Fund Medium Risk Portfolio | | 7.33 | -16.44 | 6.04 | 7.53 | -21.56 | 0.05% | 2.35 |
| Scott Burns Five Fold | | 5.73 | -15.41 | 5.48 | 7.53 | -23.04 | 0.07% | 3.34 |
| Vanguard Target Retirement 2030 (55 year old) | | 9.34 | -16.47 | 6.77 | 7.53 | -26.38 | 0.05% | 2.18 |
| Canadian Portfolio Manager Model Portfolios (US) 50% Stocks | Coming soon! | 6.58 | -15.78 | 5.52 | 7.53 | -17.02 | 0.04% | 2.31 |
| Ram Balakrishnan Sleepy Portfolio (CA Edition) | Coming soon! | 8.13 | -12.14 | 6.25 | 7.53 | -27.92 | 0.06% | 2.7 |
| Standard & Poors Outlook Portfolio | Coming soon! | 7.88 | -13.6 | 6.32 | 7.53 | -21.11 | 0.05% | 2.03 |
| The Global Market Portfolio, (GMP) CREDIT SUISSE | | 4.23 | -18.92 | 4.52 | 7.52 | -18.92 | 0.10% | 2.7 |
| Paul Merriman FundAdvice Ultimate Buy and Hold | | 3.92 | -11.91 | 4.8 | 7.52 | -21.14 | 0.12% | 2.81 |
| Morningstar Lifetime Allocation Index Conservative, 2030 | | 4.73 | -13.0 | 4.81 | 7.52 | -17.46 | 0.09% | 2.8 |
| Bob Clyatt The Sandwich Portfolio | Coming soon! | 5.76 | -15.68 | 5.25 | 7.52 | -20.55 | 0.07% | 2.26 |
| Peter Mallouk’s I Need 7 Percent to Hit My Long-Term Retirement Goal | 7.29 | -15.3 | 6.21 | 7.52 | -21.33 | 0.06 | 2.09 | |
| PWL Capital Layton-Guay Portfolios (CA) 60/40 Assertive | | 7.64 | -14.64 | 5.72 | 7.51 | -23.6 | 0.06% | 2.49 |
| The Global Couch Potato Portfolio (US Edition) | Coming soon! | 8.2 | -16.12 | 6.4 | 7.51 | -20.99 | 0.04% | 2.21 |
| The Canonical Portfolio (US) 60% Stocks | Coming soon! | 8.2 | -16.12 | 6.4 | 7.51 | -20.99 | 0.04% | 2.21 |
| Robo Advisor Betterment 2020 Retirement 70% Stocks | Coming soon! | 6.46 | -12.58 | 6.23 | 7.51 | -28.17 | 0.08% | 2.53 |
| Quit Like A Millionaire (US) Portfolio | Coming soon! | 8.2 | -16.12 | 6.4 | 7.51 | -20.99 | 0.04% | 2.21 |
| The Global Couch Potato Portfolio (CA Edition) | Coming soon! | 7.58 | -12.88 | 5.7 | 7.5 | -19.5 | 0.06% | 2.57 |
| The Canonical Portfolio (CA) 60% Stocks | Coming soon! | 7.58 | -12.88 | 5.7 | 7.5 | -19.5 | 0.06% | 2.57 |
| Goldman Sachs Target Date Retirement Income Portfolio | | 1.63 | -12.04 | 4.55 | 7.5 | -16.5 | 0.13% | 3.42 |
| Time.Inc Money Portfolio 1, Simple and Cheap | | 6.61 | -16.8 | 5.81 | 7.49 | -21.51 | 0.06% | 2.37 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Aggressive | | 9.75 | -17.16 | 6.89 | 7.49 | -34.42 | 0.09% | 2.84 |
| PWL Capital Toronto (US) 50% Stocks | | 6.52 | -15.75 | 5.46 | 7.49 | -17.06 | 0.04% | 2.32 |
| PWL Capital Layton-Guay Portfolios (US) 60/40 Assertive | | 7.96 | -16.61 | 6.13 | 7.49 | -24.53 | 0.05% | 2.27 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Aggressive | | 9.53 | -17.91 | 6.81 | 7.47 | -32.68 | 0.09% | 2.34 |
| Robo Advisor Betterment 2020 Taxable 60% Stocks | Coming soon! | 5.43 | -13.65 | 5.57 | 7.47 | -23.54 | 0.08% | 2.59 |
| Gibson Four Asset Classes | | 3.94 | -6.08 | 5.89 | 7.46 | -40.41 | 0.27% | 2.42 |
| FPL Capital Management Portfolio 40 | | 2.33 | -12.9 | 4.48 | 7.46 | -12.9 | 0.10% | 2.71 |
| Kiplinger Five-Fund ETF Portfolio for Income | Coming soon! | 6.76 | -14.07 | 6.09 | 7.46 | -18.92 | 0.07% | 2.09 |
| All Seasons Portfolio | | 2.06 | -17.9 | 3.61 | 7.45 | -17.9 | 0.16% | 2.02 |
| Rick Ferri Total Economy Core-4 Portfolio Moderate | | 6.15 | -15.75 | 5.65 | 7.45 | -21.79 | 0.07% | 2.33 |
| SoFi Model Portfolios Retirement Moderate | | 7.27 | -15.54 | 5.36 | 7.45 | -24.0 | 0.06% | 2.59 |
| Canadian Couch Potato Model Portfolios (US) Balanced | Coming soon! | 8.26 | -16.35 | 6.25 | 7.44 | -22.27 | 0.05% | 2.19 |
| Robo Advisor Fidelity GO Taxable Growth With Income | | 8.21 | -13.08 | 6.8 | 7.44 | -23.43 | 0.06% | 2.02 |
| Robo Advisor SigFig Tax Sheltered 04 | | 4.65 | -14.14 | 4.2 | 7.44 | -17.51 | 0.07% | 2.93 |
| Larry Swedroe Big Rocks Portfolio | | 4.25 | -9.91 | 5.61 | 7.43 | -20.56 | 0.11% | 2.06 |
| Bob Clyatt The Sandwich Portfolio Value Tilt | Coming soon! | 3.01 | -12.46 | 5.13 | 7.43 | -20.33 | 0.07% | 2.44 |
| Canadian Portfolio Manager Model Portfolios (CA) 40% Stocks | Coming soon! | 5.55 | -12.87 | 4.38 | 7.42 | -12.87 | 0.07% | 2.66 |
| Canadian Couch Potato Model Portfolios (CA) Balanced | Coming soon! | 7.63 | -13.11 | 5.54 | 7.42 | -20.78 | 0.08% | 2.55 |
| Schwab Managed Portfolio, Balanced With Growth | | 6.55 | -12.9 | 5.49 | 7.41 | -25.01 | 0.11% | 2.39 |
| Dimensional Fund Advisors Model Portfolios 60% Stocks Normal | | 5.03 | -11.63 | 5.73 | 7.4 | -21.5 | 0.12% | 2.28 |
| Robo Advisor J.P. Morgan You Invest Growth | Coming soon! | 6.14 | -14.81 | 4.94 | 7.38 | -17.6 | 0.05% | 2.39 |
| Larry Swedroe Model Portfolios Moderate | | 4.4 | -10.04 | 5.59 | 7.38 | -20.82 | 0.09% | 1.99 |
| Dr. Marvin Appel One-Decision Portfolio | Coming soon! | 4.15 | -12.23 | 5.56 | 7.37 | -16.38 | 0.10% | 2.27 |
| PWL Capital Toronto (CA) 40% Stocks | | 5.41 | -12.69 | 4.27 | 7.35 | -12.69 | 0.07% | 2.68 |
| The Andrew Tobias Portfolio | | 8.94 | -12.75 | 6.15 | 7.34 | -28.05 | 0.05% | 3.78 |
| Scott Burns Margaritaville | | 8.94 | -12.75 | 6.15 | 7.34 | -28.05 | 0.05% | 3.78 |
| Canadian Couch Potato The Über–Tuber Portfolio | Coming soon! | 3.49 | -9.15 | 4.79 | 7.34 | -22.29 | 0.13% | 2.82 |
| Robo Advisor Betterment 2020 Retirement 60% Stocks | Coming soon! | 5.6 | -12.24 | 5.74 | 7.34 | -24.22 | 0.08% | 2.51 |
| Robo Advisor Morgan Stanley Acces Investing Market Growth | Coming soon! | 7.03 | -14.91 | 5.41 | 7.34 | -23.89 | 0.05% | 2.44 |
| Rick Ferri Income Seeker Core-4 Portfolio Conservative | | 0.27 | -11.55 | 5.07 | 7.33 | -21.07 | 0.20% | 3.72 |
| The Canonical Portfolio (CA) 50% Stocks | Coming soon! | 6.55 | -12.72 | 5.02 | 7.33 | -15.09 | 0.07% | 2.61 |
| Meb Faber Ivy 5 Portfolio | | 5.59 | -10.98 | 5.1 | 7.31 | -31.51 | 0.22% | 2.26 |
| Carl Richards One-Page Financial Plan Portfolio | 7.65 | -16.01 | 5.91 | 7.31 | -21.84 | 0.05 | 2.32 | |
| Gibson Five Asset Classes | | 5.49 | -11.0 | 4.97 | 7.3 | -32.05 | 0.23% | 2.24 |
| Meb Faber GAA | | 4.25 | -16.06 | 4.3 | 7.29 | -16.06 | 0.14% | 2.43 |
| Robo Advisor SigFig Tax Sheltered 03 | | 4.15 | -13.84 | 3.93 | 7.29 | -15.7 | 0.07% | 2.97 |
| Vanguard LifeStrategy Moderate Growth (60/40) | | 7.95 | -15.98 | 6.01 | 7.28 | -21.87 | 0.05% | 2.19 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Moderate | | 7.39 | -15.48 | 5.65 | 7.28 | -27.04 | 0.09% | 3.41 |
| PWL Capital Nancy And Her Team (US), Aggressive | | 9.25 | -15.93 | 7.01 | 7.28 | -27.73 | 0.05% | 2.07 |
| Tim Maurer Simple Money Portfolio | | 4.23 | -11.8 | 5.03 | 7.27 | -18.84 | 0.12% | 2.2 |
| Robo Advisor Wealthsimple Risk Level 03 | | 2.65 | -16.41 | 4.35 | 7.27 | -16.41 | 0.09% | 2.37 |
| Ellevest Wealthbuilding Portfolio 2 | | 6.16 | -11.97 | 5.74 | 7.27 | -22.36 | 0.07% | 2.18 |
| Robo Advisor Betterment 2020 Taxable 50% Stocks | Coming soon! | 4.54 | -13.43 | 4.97 | 7.27 | -19.39 | 0.08% | 2.69 |
| Rick Ferri Transitional Moderate Basic Portfolio | | 5.83 | -15.77 | 5.28 | 7.25 | -17.05 | 0.05% | 2.38 |
| Fundamentum Enhanced Index Focus Growth | | 10.86 | -16.23 | 7.13 | 7.25 | -34.75 | 0.08% | 2.52 |
| J. D. Steinhilber Moderate Growth | Coming soon! | 7.14 | -8.81 | 5.61 | 7.25 | -17.23 | 0.09% | 1.85 |
| William Bernstein Taxable Ted 50/50 | | 5.5 | -13.44 | 5.58 | 7.24 | -17.7 | 0.06% | 2.12 |
| Robo Advisor WiseBanyan 40% stocks | | 4.88 | -13.9 | 4.63 | 7.24 | -16.69 | 0.10% | 3.19 |
| Axos Invest 40% Stocks | Coming soon! | 4.88 | -13.9 | 4.63 | 7.24 | -16.69 | 0.10% | 3.19 |
| Coffeehouse Three ETF | | 6.54 | -12.67 | 5.78 | 7.23 | -25.37 | 0.15% | 2.69 |
| Bogleheads Guide to Investing - An Investor in Early Retirement | Coming soon! | 6.04 | -12.21 | 5.06 | 7.23 | -14.51 | 0.04% | 3.57 |
| Dan Solin The Smartest ETF Portfolio, High Risk | | 13.38 | -18.01 | 8.18 | 7.22 | -42.34 | 0.08% | 2.11 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Conservative | | 5.35 | -15.84 | 4.88 | 7.22 | -15.84 | 0.07% | 2.35 |
| PWL Capital Layton-Guay Portfolios (CA) 50/50 Balanced | | 6.55 | -14.32 | 5.04 | 7.22 | -19.19 | 0.07% | 2.51 |
| Charles Ellis Portfolio Under 40 Years Old | | 13.38 | -18.01 | 8.18 | 7.22 | -42.34 | 0.08% | 2.11 |
| Merrill Lynch Edge Select Portfolio, Moderately Conservative | | 5.75 | -15.03 | 4.58 | 7.21 | -15.03 | 0.09% | 2.36 |
| Robo Advisor SigFig Taxable 03 | | 5.23 | -13.16 | 4.48 | 7.21 | -14.77 | 0.05% | 2.67 |
| Quit Like A Millionaire (US) Yield Shield Portfolio | Coming soon! | 5.45 | -16.47 | 5.67 | 7.2 | -27.26 | 0.15% | 3.29 |
| The Canonical Portfolio (US) 50% Stocks | Coming soon! | 6.66 | -15.62 | 5.53 | 7.19 | -16.63 | 0.04% | 2.27 |
| Charles Ellis Portfolio 40 - 50 Years Old | | 11.94 | -17.52 | 7.51 | 7.19 | -37.59 | 0.08% | 2.16 |
| Assetbuilder.com Portfolio 7 | | 2.87 | -13.4 | 3.96 | 7.18 | -13.4 | 0.15% | 2.22 |
| PWL Capital Passmore & Felix (CA), 70/30 | | 8.12 | -13.8 | 6.35 | 7.18 | -24.83 | 0.05% | 2.28 |
| Canadian Couch Potato Model Portfolios (CA) Cautious | Coming soon! | 6.07 | -12.81 | 4.55 | 7.18 | -13.85 | 0.08% | 2.61 |
| Robo Advisor Fidelity GO Tax-advantaged Balanced | | 6.33 | -13.93 | 5.57 | 7.14 | -17.22 | 0.05% | 2.13 |
| Quit Like A Millionaire (CA) Portfolio | Coming soon! | 6.61 | -13.38 | 5.5 | 7.14 | -20.21 | 0.04% | 2.48 |
| Canadian Portfolio Manager Model Portfolios (CA) 30% Stocks | Coming soon! | 4.51 | -12.62 | 3.66 | 7.13 | -12.62 | 0.08% | 2.69 |
| The Canonical Portfolio (CA) 40% Stocks | Coming soon! | 5.51 | -12.54 | 4.32 | 7.13 | -12.54 | 0.07% | 2.65 |
| SoFi Model Portfolios Taxable Moderate | | 7.54 | -13.55 | 5.61 | 7.13 | -23.95 | 0.05% | 2.3 |
| William Bernstein Sheltered Sam 40/60 | | 3.4 | -7.59 | 4.7 | 7.12 | -17.12 | 0.08% | 3.36 |
| 3 Fund Portfolio Equal Weight | | 8.57 | -16.03 | 6.24 | 7.12 | -24.5 | 0.04% | 2.3 |
| Canadian Portfolio Manager Model Portfolios (US) 40% Stocks | Coming soon! | 5.06 | -15.25 | 4.65 | 7.12 | -15.25 | 0.04% | 2.36 |
| PWL Capital Layton-Guay Portfolios (US) 50/50 Balanced | | 6.53 | -16.11 | 5.33 | 7.11 | -20.18 | 0.05% | 2.29 |
| PWL Capital Passmore & Felix (US), 60/40 | | 8.5 | -16.26 | 6.5 | 7.11 | -21.63 | 0.05% | 2.0 |
| Charles Ellis Portfolio 50 - 60 Years Old | | 10.5 | -17.03 | 6.84 | 7.11 | -32.84 | 0.07% | 2.2 |
| Robo Advisor Betterment 2020 Retirement 50% Stocks | Coming soon! | 4.75 | -11.71 | 5.18 | 7.11 | -20.24 | 0.08% | 2.59 |
| PWL Capital Toronto (CA) 30% Stocks | | 4.33 | -12.46 | 3.52 | 7.1 | -12.46 | 0.08% | 2.73 |
| Morningstar Lifetime Allocation Index Moderate, Income | | 4.0 | -10.36 | 4.19 | 7.09 | -13.65 | 0.09% | 3.46 |
| T. Rowe Price ActivePlus Portfolio, Model 40 | | 5.23 | -14.59 | 4.94 | 7.08 | -14.59 | 0.04% | 2.4 |
| TIAA-CREF Lifecycle Index Retirement Income | | 5.39 | -13.33 | 4.7 | 7.08 | -13.33 | 0.04% | 2.66 |
| PWL Capital Toronto (US) 40% Stocks | | 5.0 | -15.21 | 4.59 | 7.07 | -15.21 | 0.04% | 2.36 |
| Rob Arnott ETF.com model portfolio | Coming soon! | 2.75 | -12.89 | 3.59 | 7.07 | -16.69 | 0.21% | 3.3 |
| TD Ameritrade Core Portfolio Moderate Growth | | 6.41 | -15.4 | 5.24 | 7.05 | -17.28 | 0.05% | 2.28 |
| Frank Armstrong Ideal Index Portfolio | | 5.31 | -11.8 | 5.73 | 7.04 | -25.75 | 0.08% | 2.18 |
| Index Fund Advisors, Portfolio 50 | | 3.84 | -11.14 | 4.89 | 7.03 | -17.64 | 0.12% | 2.06 |
| Ellevest Wealthbuilding Portfolio 1 | | 5.7 | -11.36 | 5.41 | 7.03 | -20.29 | 0.07% | 2.12 |
| Balanced Portfolio 30/70 | | 4.25 | -15.03 | 4.48 | 7.02 | -15.03 | 0.04% | 2.27 |
| Robo Advisor Betterment 2020 Taxable 40% Stocks | Coming soon! | 3.67 | -12.95 | 4.34 | 7.02 | -15.35 | 0.08% | 2.84 |
| Suze Orman Portfolio, 60 Year Old | 7.56 | -11.39 | 5.99 | 7.02 | -15.73 | 0.04 | 1.57 | |
| Gyroscopic Desert Portfolio | Coming soon! | 4.75 | -13.78 | 4.54 | 7.01 | -13.78 | 0.06% | 2.01 |
| Peter Mallouk’s Get Me What I Need for the Rest of My Life with the Least Volatility Possible | 5.03 | -14.62 | 4.88 | 7.01 | -14.62 | 0.06 | 2.1 | |
| Rick Ferri Mature Retired Saver Moderate Multi Asset Portfolio | | 4.37 | -12.29 | 4.48 | 6.98 | -12.56 | 0.06% | 2.62 |
| Canadian Couch Potato Model Portfolios (US) Cautious | Coming soon! | 5.93 | -15.54 | 4.98 | 6.98 | -15.54 | 0.05% | 2.28 |
| Robo Advisor Wealthsimple Risk Level 02 | | 2.31 | -15.18 | 4.16 | 6.97 | -15.18 | 0.09% | 2.32 |
| Robo Advisor Merrill Guided Investing Taxable Moderately Conservative | Coming soon! | 4.6 | -11.61 | 4.91 | 6.97 | -14.9 | 0.06% | 2.28 |
| Robo Advisor Betterment 40 | | 4.21 | -12.57 | 4.18 | 6.95 | -13.47 | 0.07% | 2.47 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Conservative | | 5.02 | -13.8 | 4.35 | 6.95 | -19.65 | 0.09% | 3.97 |
| Robo Advisor Fidelity GO Taxable Balanced | | 6.83 | -11.88 | 5.97 | 6.95 | -19.31 | 0.06% | 1.98 |
| Robo Advisor SigFig Tax Sheltered 02 | | 3.15 | -13.23 | 3.44 | 6.95 | -13.23 | 0.07% | 3.04 |
| Dan Solin The Smartest Index Portfolio, Medium-Low Risk | | 5.07 | -15.2 | 4.65 | 6.94 | -15.2 | 0.04% | 2.34 |
| FPL Capital Management Portfolio 30 | | 1.49 | -12.96 | 3.62 | 6.94 | -12.96 | 0.09% | 2.68 |
| Rick Ferri Core 4 fund Portfolio (40/60) | | 4.43 | -15.47 | 4.45 | 6.93 | -15.47 | 0.05% | 2.43 |
| 3 Fund Portfolio 40/60 | | 5.21 | -15.17 | 4.75 | 6.93 | -15.17 | 0.04% | 2.31 |
| Paul Boyer Permanent Portfolio (MMM) | Coming soon! | 1.04 | -12.6 | 2.34 | 6.93 | -12.6 | 0.14% | 1.72 |
| The Canonical Portfolio (CA) 30% Stocks | Coming soon! | 4.47 | -12.38 | 3.62 | 6.91 | -12.38 | 0.08% | 2.69 |
| PWL Capital Layton-Guay Portfolios (CA) 40/60 Cautious | | 5.46 | -14.0 | 4.35 | 6.9 | -14.78 | 0.07% | 2.53 |
| Robo Advisor WiseBanyan 30% stocks | | 3.61 | -13.08 | 3.86 | 6.89 | -13.08 | 0.09% | 3.27 |
| PWL Capital Nancy And Her Team (CA), Aggressive | | 7.58 | -13.05 | 6.06 | 6.89 | -26.91 | 0.06% | 2.35 |
| Axos Invest 30% Stocks | Coming soon! | 3.61 | -13.08 | 3.86 | 6.89 | -13.08 | 0.09% | 3.27 |
| William Bernstein Four Pillars Low Risk Portfolio | | 6.57 | -11.63 | 5.54 | 6.88 | -15.91 | 0.05% | 1.71 |
| Rick Ferri Global Markets Core-4 Conservative | | 5.57 | -15.12 | 4.86 | 6.88 | -15.12 | 0.04% | 2.16 |
| Canadian Couch Potato Model Portfolios (CA) Conservative | Coming soon! | 4.5 | -12.5 | 3.53 | 6.88 | -12.5 | 0.09% | 2.67 |
| William Bernstein Charlie Cringe Portfolio | | 6.69 | -11.61 | 5.63 | 6.87 | -15.62 | 0.05% | 1.69 |
| The Canonical Portfolio (US) 40% Stocks | Coming soon! | 5.13 | -15.12 | 4.66 | 6.86 | -15.12 | 0.04% | 2.33 |
| Dan Solin The Smartest ETF Portfolio, Medium-High Risk | | 10.65 | -15.18 | 6.8 | 6.85 | -32.55 | 0.07% | 1.96 |
| Robo Advisor SigFig Tax Sheltered 01 | | 2.76 | -12.78 | 3.18 | 6.85 | -12.78 | 0.07% | 3.18 |
| Charles Ellis Portfolio 60 - 70 Years Old | | 7.61 | -16.05 | 5.45 | 6.84 | -23.34 | 0.06% | 2.29 |
| Fidelity Target Allocation Index-Focused Model Portfolios 40% Stocks | Coming soon! | 5.04 | -13.41 | 4.69 | 6.84 | -13.41 | 0.05% | 2.27 |
| Scott Burns Four Square | | 6.97 | -12.71 | 5.05 | 6.83 | -19.56 | 0.06% | 3.24 |
| Robo Advisor Betterment 2020 Retirement 40% Stocks | Coming soon! | 3.92 | -11.01 | 4.57 | 6.83 | -16.3 | 0.08% | 2.72 |
| Paul Merriman Best-in-Class ETFs Portfolio (Conservative) | | 2.63 | -10.13 | 3.65 | 6.82 | -10.13 | 0.10% | 2.72 |
| William Bernstein Taxable Ted 40/60 | | 4.4 | -12.36 | 4.8 | 6.82 | -13.66 | 0.06% | 2.11 |
| PWL Capital Toronto (CA) 20% Stocks | | 3.36 | -12.25 | 2.86 | 6.82 | -12.25 | 0.08% | 2.75 |
| Rob Arnott Portfolio | | 2.5 | -13.63 | 3.44 | 6.81 | -14.71 | 0.17% | 2.83 |
| Rick Ferri Total Economy Core-4 Portfolio Conservative | | 3.76 | -14.87 | 4.15 | 6.81 | -14.87 | 0.06% | 2.41 |
| Robo Advisor SigFig Taxable 02 | | 4.29 | -12.27 | 3.95 | 6.81 | -12.27 | 0.05% | 2.61 |
| PWL Capital Nancy And Her Team (US), Assertive | | 7.97 | -14.98 | 6.2 | 6.8 | -24.09 | 0.05% | 2.07 |
| Canadian Portfolio Manager Model Portfolios (CA) 20% Stocks | Coming soon! | 3.46 | -12.37 | 2.92 | 6.8 | -12.37 | 0.08% | 2.73 |
| Rick Ferri Income Seeker Core-4 Portfolio Low-Risk | | -0.14 | -14.77 | 3.59 | 6.78 | -16.15 | 0.21% | 3.86 |
| PWL Capital Passmore & Felix (CA), 60/40 | | 7.0 | -13.68 | 5.65 | 6.77 | -20.9 | 0.05% | 2.24 |
| Robo Advisor Wealthsimple Risk Level 01 | | 1.75 | -15.19 | 3.8 | 6.77 | -15.19 | 0.09% | 2.32 |
| Robo Advisor Wealthsimple Portfolio Conservative | | 2.99 | -14.2 | 3.21 | 6.76 | -14.2 | 0.07% | 2.34 |
| Research Affiliates Conservative Portfolio | 1.48 | -11.80% | 3.69 | 6.76 | -11.8 | 0.09 | 2.79 | |
| Rick Ferri Mature Retired Saver Moderate Basic Portfolio | | 4.59 | -13.66 | 4.51 | 6.75 | -13.66 | 0.05% | 2.18 |
| TD Ameritrade Core Portfolio Moderate | | 4.98 | -14.92 | 4.45 | 6.74 | -14.92 | 0.05% | 2.31 |
| Larry Swedroe, The Larry Portfolio 1 | | 2.51 | -11.38 | 3.65 | 6.73 | -11.38 | 0.10% | 2.08 |
| Bogleheads Guide to Investing - An Investor in Late Retirement | Coming soon! | 3.42 | -10.33 | 3.54 | 6.7 | -10.33 | 0.04% | 4.07 |
| 7-Twelve Portfolio Age Based 50-60 by Craig Israelsen | | 3.98 | -7.44 | 3.99 | 6.69 | -18.09 | 0.15% | 2.24 |
| PWL Capital Layton-Guay Portfolios (US) 40/60 Cautious | | 5.11 | -15.61 | 4.52 | 6.69 | -15.83 | 0.05% | 2.32 |
| T. Rowe Price ActivePlus Portfolio, Model 30 | | 4.07 | -13.84 | 4.1 | 6.68 | -13.84 | 0.04% | 2.45 |
| Schwab Managed Portfolio, Balanced | | 4.37 | -11.14 | 4.21 | 6.68 | -17.18 | 0.11% | 2.38 |
| PWL Capital Toronto (US) 30% Stocks | | 3.44 | -14.69 | 3.67 | 6.68 | -14.69 | 0.04% | 2.43 |
| Canadian Portfolio Manager Model Portfolios (US) 30% Stocks | Coming soon! | 3.53 | -14.71 | 3.75 | 6.68 | -14.71 | 0.04% | 2.41 |
| Vanguard LifeStrategy Conservative Growth (40/60) | | 5.18 | -14.98 | 4.46 | 6.67 | -14.98 | 0.05% | 2.21 |
| Charles Ellis Portfolio 70 - 80 Years Old | | 6.17 | -15.56 | 4.74 | 6.65 | -18.6 | 0.06% | 2.34 |
| SoFi Model Portfolios Retirement Moderately Conservative | | 3.4 | -14.02 | 3.29 | 6.65 | -14.02 | 0.07% | 2.76 |
| William Bernstein Sheltered Sam 30/70 | | 2.75 | -6.83 | 3.9 | 6.64 | -13.82 | 0.07% | 3.52 |
| Robo Advisor Fidelity GO Tax-advantaged Moderate | | 4.88 | -12.99 | 4.68 | 6.64 | -12.99 | 0.05% | 2.11 |
| PWL Capital Passmore & Felix (US), 50/50 | | 7.1 | -15.69 | 5.62 | 6.57 | -17.54 | 0.05% | 2.01 |
| Mark Hebner Portfolio 25% Stocks | | 2.08 | -8.97 | 3.6 | 6.57 | -8.97 | 0.08% | 1.98 |
| PWL Capital Layton-Guay Portfolios (CA) 30/70 Conservative | | 4.37 | -13.68 | 3.64 | 6.56 | -13.68 | 0.08% | 2.54 |
| Robo Advisor SigFig Taxable 01 | | 3.55 | -11.69 | 3.51 | 6.56 | -11.69 | 0.05% | 2.62 |
| Allan Roth Second Grader Medium Risk with CDs Portfolio | | 8.42 | -10.36 | 6.21 | 6.54 | -22.78 | 0.08% | 1.92 |
| Robo Advisor Betterment 30 | | 3.15 | -10.88 | 3.34 | 6.54 | -10.91 | 0.08% | 2.53 |
| Dan Solin SuperSmart Portfolio, Medium-Low Risk | | 2.84 | -8.15 | 3.89 | 6.53 | -11.84 | 0.10% | 1.8 |
| The Permanent Portfolio | | 3.7 | -12.5 | 3.97 | 6.52 | -12.5 | 0.14% | 1.5 |
| David Booth (DFA) Moderate Portfolio | | 2.96 | -11.67 | 4.17 | 6.52 | -12.14 | 0.10% | 2.19 |
| Rick Ferri Inflation Fighter Core-4 Portfolio Low-Risk | | 2.66 | -12.12 | 3.0 | 6.52 | -12.27 | 0.09% | 4.54 |
| Larry Swedroe, The Larry Portfolio 2 | | 0.69 | -11.49 | 2.57 | 6.51 | -11.49 | 0.13% | 2.17 |
| Larry Swedroe, Eliminate Fat Tails Portfolio (value tilt) | | 2.6 | -5.69 | 2.78 | 6.51 | -13.55 | 0.10% | 3.81 |
| Rick Ferri Socially Conscious ESG Core-4 Portfolio Low-Risk | | 2.27 | -15.04 | 3.08 | 6.51 | -15.04 | 0.08% | 2.48 |
| Allan Roth Second Grader Low Portfolio | | 3.46 | -14.64 | 3.67 | 6.5 | -14.64 | 0.04% | 2.41 |
| Allan Roth Second Grader Five-Fund Low Risk Portfolio | | 3.15 | -14.77 | 3.57 | 6.49 | -14.77 | 0.04% | 2.45 |
| The Canonical Portfolio (US) 30% Stocks | Coming soon! | 3.58 | -14.62 | 3.76 | 6.49 | -14.62 | 0.04% | 2.39 |
| Robo Advisor Betterment 2020 Taxable 30% Stocks | Coming soon! | 2.74 | -11.36 | 3.56 | 6.49 | -11.36 | 0.08% | 2.77 |
| Morningstar Lifetime Allocation Index Conservative, Income | | 2.48 | -9.37 | 3.05 | 6.48 | -9.37 | 0.08% | 3.73 |
| Assetbuilder.com Portfolio 6 | | 1.42 | -12.39 | 3.12 | 6.48 | -12.39 | 0.13% | 2.16 |
| PWL Capital Nancy And Her Team (CA), Assertive | | 6.54 | -12.51 | 5.38 | 6.46 | -23.39 | 0.06% | 2.31 |
| Canadian Couch Potato Model Portfolios (US) Conservative | Coming soon! | 3.61 | -14.73 | 3.68 | 6.46 | -14.73 | 0.05% | 2.37 |
| Balanced Portfolio 20/80 | | 2.49 | -14.39 | 3.33 | 6.44 | -14.39 | 0.04% | 2.37 |
| Robo Advisor Fidelity GO Taxable Moderate | | 5.44 | -10.69 | 5.12 | 6.44 | -15.19 | 0.06% | 1.93 |
| Robo Advisor WiseBanyan 20% stocks | | 2.25 | -11.93 | 3.02 | 6.42 | -11.93 | 0.08% | 3.25 |
| Axos Invest 20% Stocks | Coming soon! | 2.24 | -11.91 | 3.01 | 6.42 | -11.91 | 0.08% | 3.25 |
| J. D. Steinhilber Conservative Growth | Coming soon! | 5.22 | -6.38 | 4.88 | 6.42 | -12.25 | 0.09% | 1.77 |
| FPL Capital Management Portfolio 20 | | 0.64 | -13.01 | 2.76 | 6.39 | -13.01 | 0.07% | 2.64 |
| Meb Faber Risk Parity Portfolio | | 1.65 | -12.97 | 2.62 | 6.38 | -12.97 | 0.14% | 2.39 |
| William Bernstein Taxable Ted 30/70 | | 3.3 | -11.28 | 4.0 | 6.37 | -11.28 | 0.06% | 2.1 |
| Index Fund Advisors, Portfolio 40 | | 3.11 | -10.83 | 4.0 | 6.35 | -13.07 | 0.10% | 2.04 |
| T. Rowe Price ActivePlus Portfolio, Model 20 | | 2.78 | -13.5 | 3.24 | 6.34 | -13.5 | 0.04% | 2.58 |
| Robo Advisor J.P. Morgan You Invest Aggressive | Coming soon! | 2.64 | -13.41 | 3.0 | 6.34 | -13.41 | 0.05% | 2.45 |
| Robo Advisor Betterment 2020 Retirement 30% Stocks | Coming soon! | 2.97 | -9.6 | 3.77 | 6.33 | -11.42 | 0.07% | 2.66 |
| Dimensional Fund Advisors Model Portfolios 40% Stocks Moderate | | 3.32 | -11.23 | 4.09 | 6.31 | -12.31 | 0.10% | 2.15 |
| Dan Solin The Smartest ETF Portfolio, Medium Risk | | 7.91 | -12.35 | 5.35 | 6.3 | -22.76 | 0.07% | 1.8 |
| PWL Capital Nancy And Her Team (US), Balanced | | 6.7 | -14.02 | 5.39 | 6.3 | -20.45 | 0.05% | 2.08 |
| Larry Swedroe Model Portfolios Conservative | | 2.83 | -7.98 | 3.99 | 6.3 | -11.68 | 0.08% | 1.77 |
| PWL Capital Passmore & Felix (CA), 50/50 | | 5.85 | -13.53 | 4.9 | 6.28 | -16.93 | 0.05% | 2.21 |
| PWL Capital Toronto (US) 20% Stocks | | 1.99 | -14.19 | 2.84 | 6.25 | -14.19 | 0.04% | 2.46 |
| PWL Capital Layton-Guay Portfolios (US) 30/70 Conservative | | 3.68 | -15.11 | 3.69 | 6.24 | -15.11 | 0.05% | 2.35 |
| TD Ameritrade Core Portfolio Conservative | | 2.86 | -14.18 | 3.24 | 6.22 | -14.18 | 0.05% | 2.35 |
| Canadian Portfolio Manager Model Portfolios (US) 20% Stocks | Coming soon! | 2.02 | -14.18 | 2.85 | 6.22 | -14.18 | 0.04% | 2.46 |
| Dimensional Retirement Income Fund | | 3.47 | -6.8 | 2.97 | 6.15 | -7.73 | 0.05% | 4.18 |
| William Bernstein Sheltered Sam 20/80 | | 2.1 | -6.07 | 3.09 | 6.15 | -10.51 | 0.06% | 3.68 |
| Dan Solin The Smartest Index Portfolio, Low Risk | | 2.01 | -14.15 | 2.85 | 6.13 | -14.15 | 0.04% | 2.45 |
| Rick Ferri Core 4 fund Portfolio (20/80) | | 1.7 | -14.29 | 2.74 | 6.12 | -14.29 | 0.04% | 2.49 |
| 3 Fund Portfolio 20/80 | | 2.09 | -14.14 | 2.9 | 6.12 | -14.14 | 0.04% | 2.44 |
| Robo Advisor Fidelity GO Tax-advantaged Moderate With Income | | 3.44 | -12.05 | 3.77 | 6.12 | -12.05 | 0.05% | 2.08 |
| Rick Ferri Total Economy Core-4 Portfolio Low-Risk | | 1.36 | -13.99 | 2.59 | 6.06 | -13.99 | 0.05% | 2.48 |
| Rick Ferri Global Markets Core-4 Low-Risk | | 2.56 | -14.07 | 3.04 | 6.06 | -14.07 | 0.05% | 2.23 |
| SoFi Model Portfolios Taxable Moderately Conservative | | 3.9 | -10.54 | 3.74 | 6.06 | -11.45 | 0.05% | 2.23 |
| PWL Capital Nancy And Her Team (CA), Balanced | | 5.51 | -11.96 | 4.69 | 6.01 | -19.87 | 0.06% | 2.27 |
| PWL Capital Passmore & Felix (US), 40/60 | | 5.74 | -15.14 | 4.74 | 5.99 | -15.14 | 0.05% | 2.02 |
| Institute of Business and Finance Income Portfolio | Coming soon! | 0.12 | -11.09 | 1.63 | 5.97 | -11.09 | 0.15% | 4.24 |
| Vanguard LifeStrategy Income Fund (20/80) | | 2.42 | -13.99 | 2.85 | 5.95 | -13.99 | 0.05% | 2.23 |
| Robo Advisor Merrill Guided Investing Taxable Conservative | Coming soon! | 3.63 | -9.13 | 3.89 | 5.95 | -9.13 | 0.09% | 1.96 |
| William Bernstein Taxable Ted 20/80 | | 2.19 | -10.2 | 3.18 | 5.9 | -10.2 | 0.06% | 2.09 |
| Robo Advisor Fidelity GO Taxable Moderate With Income | | 4.06 | -9.49 | 4.25 | 5.9 | -11.07 | 0.06% | 1.89 |
| Robo Advisor Morgan Stanley Acces Investing Wealth Conservation | Coming soon! | 1.9 | -12.59 | 2.45 | 5.9 | -12.59 | 0.04% | 2.45 |
| Robo Advisor Merrill Guided Investing Conservative | Coming soon! | 2.96 | -9.37 | 3.37 | 5.89 | -9.37 | 0.10% | 2.09 |
| Fidelity Target Allocation Index-Focused Model Portfolios 20% Stocks | Coming soon! | 2.36 | -11.54 | 2.88 | 5.88 | -11.54 | 0.05% | 2.31 |
| Robo Advisor Betterment 2020 Taxable 20% Stocks | Coming soon! | 1.81 | -9.68 | 2.72 | 5.88 | -9.68 | 0.07% | 2.64 |
| Schwab Managed Portfolio, Income With Growth | | 2.45 | -10.13 | 3.11 | 5.87 | -10.13 | 0.09% | 2.84 |
| Balanced Portfolio 10/90 | | 0.72 | -13.75 | 2.17 | 5.84 | -13.75 | 0.04% | 2.46 |
| Merrill Lynch Edge Select Portfolio, Conservative | | 2.42 | -9.76 | 3.09 | 5.82 | -9.76 | 0.10% | 2.21 |
| FPL Capital Management Portfolio 10 | | -0.2 | -13.09 | 1.86 | 5.8 | -13.09 | 0.05% | 2.59 |
| Peter Mallouk’s I Have More Money Than I Will Ever Need and I Want It to Grow with Minimal Volatility | 1.24 | -13.55 | 2.35 | 5.79 | -13.55 | 0.05 | 2.26 | |
| PWL Capital Nancy And Her Team (US), Cautious | | 5.42 | -13.07 | 4.55 | 5.77 | -16.82 | 0.05% | 2.08 |
| 7-Twelve Portfolio Age Based 60-70 by Craig Israelsen | | 3.02 | -5.24 | 3.21 | 5.76 | -13.04 | 0.15% | 2.11 |
| Robo Advisor WiseBanyan 13% stocks | | 1.24 | -9.93 | 2.25 | 5.75 | -9.93 | 0.07% | 2.85 |
| PWL Capital Passmore & Felix (CA), 40/60 | | 4.75 | -13.43 | 4.17 | 5.75 | -13.43 | 0.06% | 2.18 |
| Robo Advisor Betterment 2020 Retirement 20% Stocks | Coming soon! | 2.01 | -8.16 | 2.89 | 5.73 | -8.16 | 0.07% | 2.54 |
| Robo Advisor Betterment 20 | | 2.05 | -8.66 | 2.5 | 5.71 | -8.66 | 0.07% | 2.18 |
| Assetbuilder.com Portfolio 5 | | 0.86 | -12.02 | 2.23 | 5.68 | -12.02 | 0.11% | 2.09 |
| T. Rowe Price ActivePlus Portfolio, Model 10 | | 1.3 | -11.63 | 2.25 | 5.67 | -11.63 | 0.04% | 2.56 |
| Index Fund Advisors, Portfolio 30 | | 2.35 | -10.32 | 3.18 | 5.66 | -10.32 | 0.09% | 1.97 |
| William Bernstein Sheltered Sam 10/90 | | 1.44 | -5.31 | 2.27 | 5.64 | -7.21 | 0.06% | 3.84 |
| Dan Solin The Smartest ETF Portfolio, Medium-Low Risk | | 5.18 | -9.52 | 3.83 | 5.6 | -12.98 | 0.06% | 1.65 |
| PWL Capital Nancy And Her Team (CA), Cautious | | 4.47 | -11.42 | 3.99 | 5.54 | -16.36 | 0.06% | 2.23 |
| Robo Advisor Fidelity GO Tax-advantaged Conservative | | 2.01 | -10.55 | 2.84 | 5.45 | -10.55 | 0.05% | 1.98 |
| William Bernstein Taxable Ted 10/90 | | 1.09 | -9.12 | 2.34 | 5.4 | -9.12 | 0.06% | 2.08 |
| SoFi Model Portfolios Retirement Conservative | | -0.54 | -11.93 | 1.1 | 5.28 | -13.3 | 0.06% | 2.67 |
| Robo Advisor Fidelity GO Taxable Conservative | | 2.63 | -8.0 | 3.31 | 5.23 | -8.0 | 0.06% | 1.78 |
| PWL Capital Nancy And Her Team (US), Conservative | | 4.14 | -12.11 | 3.71 | 5.22 | -13.19 | 0.05% | 2.08 |
| Dan Solin SuperSmart Portfolio, Low Risk | | 1.27 | -6.01 | 2.28 | 5.21 | -6.01 | 0.07% | 1.57 |
| David Booth (DFA) Conservative Portfolio | | 1.43 | -11.06 | 2.43 | 5.2 | -11.06 | 0.08% | 2.03 |
| Robo Advisor Betterment 2020 Taxable 10% Stocks | Coming soon! | 0.84 | -7.74 | 1.81 | 5.13 | -7.74 | 0.06% | 2.37 |
| Schwab Managed Portfolio, Conservative Income | | 0.06 | -8.15 | 1.57 | 5.11 | -8.15 | 0.10% | 3.32 |
| William Bernstein Sheltered Sam 100% Bonds | | 0.79 | -4.56 | 1.43 | 5.11 | -4.56 | 0.05% | 3.99 |
| Axos Invest 0% Stocks | Coming soon! | -0.04 | -8.39 | 1.24 | 5.11 | -8.72 | 0.07% | 2.89 |
| Dimensional Fund Advisors Model Portfolios 20% Stocks Conservative | | 1.61 | -10.84 | 2.39 | 5.1 | -10.84 | 0.08% | 2.01 |
| PWL Capital Nancy And Her Team (CA), Conservative | | 3.43 | -10.88 | 3.28 | 5.04 | -12.84 | 0.06% | 2.2 |
| Robo Advisor Betterment 2020 Retirement 10% Stocks | Coming soon! | 1.0 | -6.57 | 1.94 | 5.02 | -6.57 | 0.06% | 2.29 |
| Index Fund Advisors, Portfolio 20 | | 1.58 | -9.8 | 2.34 | 4.94 | -9.8 | 0.08% | 1.9 |
| William Bernstein Taxable Ted 100% Bonds | | -0.01 | -8.04 | 1.49 | 4.87 | -8.27 | 0.06% | 2.08 |
| Robo Advisor Betterment 10 | | 0.96 | -6.44 | 1.63 | 4.85 | -6.44 | 0.06% | 1.84 |
| 7-Twelve Portfolio Age Based 70 Plus by Craig Israelsen | | 2.05 | -3.03 | 2.4 | 4.79 | -8.0 | 0.15% | 1.97 |
| Allan Roth Second Grader Low Risk with CDs Portfolio | | 4.26 | -4.48 | 3.54 | 4.77 | -10.34 | 0.11% | 1.82 |
| Dan Solin The Smartest ETF Portfolio, Low Risk | | 2.44 | -6.69 | 2.24 | 4.76 | -6.69 | 0.06% | 1.49 |
| SoFi Model Portfolios Taxable Conservative | | 0.27 | -7.4 | 1.69 | 4.7 | -7.4 | 0.06% | 2.16 |
| Index Fund Advisors, Portfolio 10 | | 0.82 | -9.29 | 1.49 | 4.19 | -9.29 | 0.07% | 1.82 |
| Robo Advisor Betterment 0 | | -0.14 | -4.21 | 0.75 | 3.96 | -4.79 | 0.05% | 1.49 |
| David Booth (DFA) Fixed Income Portfolio | | -0.1 | -10.45 | 0.64 | 3.78 | -12.22 | 0.06% | 1.88 |
| Robo Advisor Betterment 2020 Taxable 0% Stocks | Coming soon! | -0.29 | -3.86 | 0.59 | 3.78 | -4.44 | 0.05% | 1.34 |
| Robo Advisor Betterment 2020 Retirement 0% Stocks | Coming soon! | -0.29 | -3.86 | 0.59 | 3.78 | -4.44 | 0.05% | 1.34 |
| Dimensional Fund Advisors Model Portfolios 0% Stocks Fixed | | -0.1 | -10.45 | 0.64 | 3.78 | -12.22 | 0.06% | 1.88 |
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.
