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 11th of August 2023, 08:35 ET

NameSee PortfolioYear to dateReturn in 202210 year returnCAGR since 1989 (%)Draw DownExpense ratioYield %
Ben Stein RetirementComing soon!4.05-18.039.4610.8-35.420.09%2.73
Paul Merriman 4-Fund-PortfolioComing soon!9.22-11.9811.2510.38-35.260.08%1.8
Paul Merriman 2-Fund-Value-PortfolioComing soon!5.44-6.7310.9510.35-36.250.10%2.09
S&P 500Coming soon!17.09-18.1912.5210.28-37.630.03%1.63
Paul Merriman Target Date Portfolio (25 year old)Coming soon!6.63-13.088.2810.2-36.460.26%2.43
Scott Adams Dilbert PortfolioComing soon!10.87-18.757.010.19-44.880.07%2.83
Total US Stock MarketComing soon!16.6-19.5112.0810.19-37.00.03%1.59
JL Collins, Simple Path To Wealth, Wealth Building PortfolioComing soon!16.6-19.5112.0810.19-37.00.03%1.59
American Institute of Individual Investors (AAII) PortfolioComing soon!3.74-13.919.710.16-40.850.24%2.25
Paul Merriman Target Date Portfolio (35 year old)Coming soon!6.57-13.228.3110.08-36.350.24%2.43
FPL Capital Management Portfolio 100Coming soon!7.38-12.599.3610.0-39.390.19%2.94
Assetbuilder.com Portfolio 14Coming soon!6.95-16.947.599.99-37.910.27%2.72
Index Fund Advisors, Portfolio 100Coming soon!7.75-13.98.889.95-39.620.18%2.42
Balanced Portfolio 90/10Coming soon!14.83-18.8711.039.84-32.780.03%1.69
Warren Buffett PortfolioComing soon!15.35-16.7611.429.78-32.670.03%1.6
David Booth (DFA) Equity PortfolioComing soon!7.53-13.519.089.73-39.450.17%2.65
Dan Solin SuperSmart Portfolio, High RiskComing soon!7.54-14.598.359.72-39.510.17%2.49
FPL Capital Management Portfolio 90Coming soon!6.54-12.658.579.65-34.940.18%2.91
Paul Merriman Target Date Portfolio (45 year old)Coming soon!5.98-12.997.889.64-33.390.20%2.44
Steven Schoenfeld Model ETF Portfolio AggressiveComing soon!9.59-18.598.789.57-34.820.07%2.37
Mark Hebner Portfolio 100% StocksFree7.12-12.548.349.54-38.970.15%2.54
William Bernstein Sheltered Sam 100% StocksFree7.31-12.139.219.48-36.950.11%2.42
Alpha Architect RobustFree1.64-10.977.529.47-29.320.24%2.33
Balanced Portfolio 80/20Free13.07-18.239.989.45-28.560.03%1.78
Bogleheads Guide to Investing - A Young Investor’s Asset AllocationComing soon!13.07-18.239.989.45-28.560.03%1.78
Assetbuilder.com Portfolio 12Free6.01-15.946.899.42-32.870.25%2.59
Index Fund Advisors, Portfolio 90Free6.91-13.397.929.35-34.470.17%2.41
MMM SMILER FundsComing soon!6.06-19.197.159.33-40.570.20%2.61
Mad Money Machine MMM Do it Yourself FundsComing soon!6.36-15.148.139.3-40.270.22%2.32
Dave Ramsey’s Baby Steps Portfolio10.56-16.229.549.3-39.720.121.77
Paul Merriman 5-Fund-Value-PortfolioFree5.05-9.428.339.29-39.50.28%3.31
FPL Capital Management Portfolio 80Free5.69-12.77.779.28-30.480.16%2.87
JL Collins, Simple Path To Wealth, Wealth Preservation PortfolioFree12.19-17.919.449.24-26.460.03%1.83
Jim Lowell Sower Growth PortfolioComing soon!11.07-14.819.239.22-40.160.05%2.21
Scott Burns Nine Emerging PortfolioFree5.51-4.936.889.2-30.970.09%3.2
Dimensional Fund Advisors Model Portfolios 100% Stocks EquityFree8.45-12.428.869.17-39.880.16%2.55
T. Rowe Price ActivePlus Portfolio, Model 100Free12.89-17.359.779.16-39.00.05%2.1
William Bernstein Sheltered Sam 90/10Free6.66-11.378.499.14-33.640.11%2.57
Larry Swedroe Model Portfolios Highly AggressiveFree7.52-14.158.619.14-39.10.12%2.42
Steven Schoenfeld Model ETF Portfolio ModerateComing soon!7.2-17.467.489.08-25.170.07%2.78
Canadian Portfolio Manager Model Portfolios (US) 100% StocksComing soon!14.21-18.469.749.07-39.170.04%2.05
Robo Advisor Merrill Guided Investing AggressiveComing soon!11.52-14.669.049.06-33.760.06%2.17
Robo Advisor Merrill Guided Investing Taxable AggressiveComing soon!11.59-14.119.339.03-33.650.06%2.07
Balanced Portfolio 70/30Free11.31-17.598.919.02-24.350.03%1.88
Goldman Sachs Target Date 2055 PortfolioFree4.9-7.898.739.02-37.330.17%3.18
Suze Orman Portfolio, 20 Year Old13.84-17.429.969.02-33.590.041.76
Goldman Sachs Target Date 2045 PortfolioFree4.84-7.828.699.0-37.210.17%3.18
Robo Advisor Wealthfront 100Free6.96-18.095.98.99-38.970.08%3.08
PWL Capital Toronto (US) 100% StocksFree13.96-18.389.58.99-39.440.04%2.1
Robo Advisor Betterment 100Free10.31-15.168.438.98-40.070.07%2.42
Burton Malkiel Portfolio, Late Thirties to Early FortiesFree8.69-16.837.318.98-33.610.07%2.5
TIAA-CREF Lifecycle 2060Free13.35-18.189.38.98-36.60.04%2.07
Peter Mallouk’s Want to Beat the Market Portfolio9.96-17.017.298.97-42.460.082.53
Scott Burns Seven Value 2 PortfolioFree5.56-3.297.468.96-28.250.09%3.09
Morningstar Lifetime Allocation Index Aggressive, 2040Free10.33-14.968.348.96-38.710.10%2.24
T. Rowe Price ActivePlus Portfolio, Model 90Free11.4-17.298.948.94-34.210.04%2.14
Burton Malkiel Portfolio, Mid-TwentiesFree9.06-17.137.298.94-34.90.07%2.53
Burton Malkiel Portfolio, Mid-FiftiesFree7.65-16.677.068.93-31.080.08%2.52
William Bernstein Taxable Ted 100% StocksFree11.01-18.839.288.93-37.860.06%2.17
TIAA-CREF Lifecycle 2050Free12.99-18.059.118.92-35.520.04%2.08
Morningstar Lifetime Allocation Index Aggressive, 2050Free10.18-15.038.158.91-39.370.10%2.27
Index Fund Advisors, Portfolio 80Free6.19-12.797.328.88-30.820.15%2.28
FPL Capital Management Portfolio 70Free4.85-12.756.978.87-26.030.15%2.83
Assetbuilder.com Portfolio 10Free5.42-15.186.218.86-28.00.22%2.49
Mark Hebner Portfolio 75% StocksFree5.92-11.517.528.86-31.670.13%2.54
Merrill Lynch Edge Select Portfolio, AggressiveFree12.92-17.698.148.84-33.520.07%2.15
Morningstar Lifetime Allocation Index Aggressive, 2060Free9.93-15.047.898.84-39.620.11%2.32
Morningstar Lifetime Allocation Index Moderate, 2050Free9.68-14.937.898.84-37.360.10%2.29
Robo Advisor Wealthfront 80Free6.95-16.317.118.83-35.390.07%2.82
Canadian Portfolio Manager Model Portfolios (US) 90% StocksComing soon!12.68-17.928.928.83-34.730.04%2.1
Ellevest Wealthbuilding Portfolio 12Free10.75-15.768.58.83-38.50.06%2.31
The Talmud PortfolioFree5.56-19.626.878.81-24.00.06%2.63
Scott Burns 10 Speed PortfolioFree5.34-4.956.558.8-32.270.12%3.27
David Booth (DFA) Aggressive PortfolioFree6.01-12.897.58.79-30.350.14%2.5
Morningstar Lifetime Allocation Index Moderate, 2060Free9.5-14.957.698.79-37.820.10%2.33
Dan Solin SuperSmart Portfolio, Medium-High RiskFree5.97-12.456.938.79-30.290.14%2.26
David Bach’s Automatic Millionaire Portfolio5.44-19.626.818.79-23.910.062.64
William Bernstein Sheltered Sam 80/20Free6.01-10.627.758.78-30.340.10%2.73
Schwab Target Date Index Fund 2060Free12.08-17.358.868.77-37.120.05%2.24
Morningstar Lifetime Allocation Index Moderate, 2040Free9.27-14.697.728.77-34.80.10%2.31
Robo Advisor Betterment 90Free9.29-14.837.738.77-36.120.08%2.51
Paul Merriman Target Date Portfolio (55 year old)Free4.72-12.136.748.76-25.970.15%2.49
Morningstar Lifetime Allocation Index Aggressive, 2030Free9.29-14.477.788.76-33.930.10%2.34
Robo Advisor SigFig Tax Sheltered 17Free9.63-18.096.528.75-39.20.07%2.9
TIAA-CREF Lifecycle 2040Free11.96-17.698.558.74-32.560.04%2.12
PWL Capital Toronto (US) 90% StocksFree12.44-17.848.698.74-34.980.04%2.15
Robo Advisor Wealthsimple Portfolio GrowthFree11.71-17.47.858.73-36.270.06%2.4
Paul Merriman Best-in-Class ETFs Portfolio (Aggressive)Free6.99-14.797.458.72-38.360.18%2.75
Robo Advisor Wealthsimple Risk Level 10Free8.53-17.557.278.72-32.870.08%2.46
Ellevest Wealthbuilding Portfolio 9Free10.13-15.328.188.72-36.540.06%2.32
Ellevest Wealthbuilding Portfolio 11Free10.13-15.328.188.72-36.540.06%2.32
Robo Advisor Wealthsimple Risk Level 09Free7.74-18.326.938.7-29.710.08%2.47
T. Rowe Price ActivePlus Portfolio, Model 80Free10.1-17.088.198.68-30.390.04%2.23
Robo Advisor Wealthsimple Risk Level 08Free6.94-19.086.588.68-26.560.09%2.49
Scott Burns Seven Value PortfolioFree5.31-2.187.088.67-27.730.08%3.29
Morningstar Lifetime Allocation Index Conservative, 2060Free8.74-15.067.278.67-34.250.10%2.38
William Bernstein Taxable Ted 90/10Free9.91-17.758.578.66-33.830.06%2.16
PWL Capital Passmore & Felix (US), 100/0Free14.11-18.529.818.66-38.420.04%1.95
Robo Advisor SigFig Taxable 15Free10.35-17.586.758.66-38.390.06%2.68
Robo Advisor SigFig Tax Sheltered 16Free9.3-17.686.378.66-37.690.07%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 Market11.16-16.828.18.66-36.020.062.29
Schwab Target Date Index Fund 2050Free11.56-17.078.578.65-35.060.05%2.24
Burton Malkiel Portfolio, Late Sixties and BeyondFree6.18-15.526.678.65-26.510.08%2.47
Morningstar Lifetime Allocation Index Conservative, 2050Free8.59-14.937.268.64-32.780.10%2.35
Dimensional 2050 Target Date Retirement Income FundFree13.04-17.388.868.64-37.660.05%2.18
Dimensional 2060 Target Date Retirement Income FundFree13.04-17.388.868.64-37.660.05%2.18
Dan Solin The Smartest Index Portfolio, High RiskFree14.22-18.339.738.62-39.120.05%2.01
Robo Advisor J.P. Morgan You Invest ConservativeComing soon!11.69-17.247.858.6-35.70.06%2.32
Kiplinger Five-Fund ETF Portfolio for GrowthComing soon!10.3-15.398.348.6-31.310.07%2.06
Canadian Portfolio Manager Model Portfolios (CA) 100% StocksComing soon!11.83-14.348.438.58-38.00.05%2.44
Robo Advisor SigFig Tax Sheltered 15Free8.97-17.366.228.58-36.20.07%2.83
60/40 PortfolioFree9.54-16.957.828.57-20.130.03%1.98
The Jack Bogle PortfolioFree9.54-16.957.828.57-20.130.03%1.98
Morningstar Aggressive Retirement Saver PortfolioFree12.23-17.068.768.56-36.460.05%2.12
Canadian Portfolio Manager Model Portfolios (US) 80% StocksComing soon!11.16-17.398.098.56-30.310.04%2.15
Robo Advisor Wealthsimple Risk Level 07Free6.33-19.046.288.56-24.220.09%2.48
Ellevest Wealthbuilding Portfolio 6Free9.51-14.797.858.56-34.540.06%2.3
Ellevest Wealthbuilding Portfolio 8Free9.51-14.797.858.56-34.540.06%2.3
Ellevest Wealthbuilding Portfolio 10Free9.51-14.797.858.56-34.540.06%2.3
Merrimans Ultimate PortfolioFree6.72-15.177.168.54-41.070.17%2.88
Rick Ferri Early Saver Moderate Multi Asset PortfolioFree6.46-16.386.648.53-26.970.14%2.83
Aronson Lazy PortfolioComing soon!8.39-17.086.348.53-32.920.10%3.01
Robo Advisor SigFig Tax Sheltered 14Free8.73-17.246.178.53-34.570.07%2.79
Morningstar Moderate Retirement Saver PortfolioFree10.43-16.677.928.51-29.810.05%2.15
PWL Capital Toronto (US) 80% StocksFree11.0-17.347.948.51-30.480.04%2.18
Axos Invest 100% StocksComing soon!13.56-18.059.058.51-39.560.04%2.16
Robo Advisor SigFig Tax Sheltered 13Free8.45-17.156.028.5-33.690.07%2.8
Robo Advisor Merrill Guided Investing Taxable Moderately AggressiveComing soon!9.82-13.348.228.49-27.440.06%2.07
Robo Advisor Wealthfront 60Free5.83-15.966.58.48-30.30.08%2.83
David Jackson Low-Maintenance Five-Fund ETF PortfolioComing soon!6.28-18.445.558.48-32.570.07%2.95
Canadian Portfolio Manager Model Portfolios (CA) 90% StocksComing soon!10.78-14.17.798.46-33.50.05%2.48
Robo Advisor Fidelity GO Tax-advantaged Aggressive GrowthFree11.46-16.358.638.46-32.620.05%2.09
David Jackson Ten-Fund ETF Core PortfolioComing soon!4.67-16.325.58.46-22.50.08%2.94
Robo Advisor Betterment 80Free8.25-14.57.038.45-31.320.07%2.48
PWL Capital Toronto (CA) 100% StocksFree11.34-13.858.068.44-38.150.05%2.53
Merrill Lynch Edge Select Portfolio, Moderately AggressiveFree10.79-17.017.098.43-27.270.08%2.27
FPL Capital Management Portfolio 60Free4.01-12.86.158.43-21.580.13%2.79
Robo Advisor SigFig Taxable 14Free9.62-16.816.378.43-35.430.06%2.62
Fidelity Target Allocation Index-Focused Model Portfolios 80% StocksComing soon!11.47-16.128.638.43-32.680.05%2.08
Scott Burns Six Ways from SundayFree5.6-2.166.258.41-26.350.08%3.42
T. Rowe Price ActivePlus Portfolio, Model 70Free8.8-16.67.388.41-26.60.04%2.33
David Swensen PortfolioFree6.75-16.366.278.4-25.960.07%3.18
Allan Roth Second Grader Five-Fund High Risk PortfolioFree11.17-17.648.338.4-34.20.07%2.15
William Bernstein Sheltered Sam 70/30Free5.36-9.867.018.4-27.030.09%2.89
Ben Stein 2007Coming soon!9.15-15.257.438.4-33.060.08%2.31
Robo Advisor SigFig Taxable 13Free9.24-16.346.28.4-33.740.06%2.74
Axos Invest 90% StocksComing soon!12.11-17.438.358.4-35.810.05%2.36
Scott Burns Couch PotatoFree8.94-11.247.018.39-19.890.04%4.21
Fidelity Freedom Index 2040 (45 year old)Free12.54-17.318.798.39-34.810.06%2.05
Fidelity Freedom Index 2050 (35 year old)Free12.54-17.318.798.39-34.810.06%2.05
Fidelity Freedom Index 2060 (25 year old and younger)Free12.54-17.318.798.39-34.810.06%2.05
Schwab Target Date Index Fund 2040Free10.48-16.517.978.39-31.010.05%2.24
Robo Advisor WiseBanyan 90% stocksFree12.09-17.418.348.39-35.780.05%2.36
Robo Advisor Fidelity GO Taxable Aggressive GrowthFree11.64-15.618.788.39-33.380.05%2.03
Meb Faber GTAA ModerateFree2.31-10.844.958.38-31.930.25%2.43
Robo Advisor SigFig Tax Sheltered 12Free7.93-16.65.788.37-31.460.07%2.92
Goldman Sachs Target Date 2035 PortfolioFree2.75-9.36.698.36-27.510.15%3.49
William Bernstein Taxable Ted 80/20Free8.81-16.677.858.35-29.790.06%2.15
Ellevest Wealthbuilding Portfolio 5Free8.8-14.237.418.35-32.580.06%2.29
Ellevest Wealthbuilding Portfolio 7Free8.8-14.237.418.35-32.580.06%2.29
Dimensional Fund Advisors Model Portfolios 80% Stocks AgressiveFree6.74-12.027.328.35-30.690.14%2.42
William Bernstein The Academic Coward Portfolio (ACEI)Free4.54-8.997.68.35-38.390.29%3.19
Larry Swedroe Model Portfolios Moderately AggressiveFree5.96-12.17.138.33-29.960.11%2.21
Canadian Portfolio Manager Model Portfolios (CA) 80% StocksComing soon!9.73-13.857.138.32-29.020.06%2.51
PWL Capital Toronto (CA) 90% StocksFree10.3-13.67.428.31-33.630.06%2.57
Robo Advisor Betterment 70Free7.26-14.396.328.3-28.060.08%2.69
Robo Advisor Wealthsimple Risk Level 06Free5.1-19.015.658.3-19.490.09%2.48
Allan Roth Second Grader High Risk PortfolioFree12.46-17.698.688.27-34.910.05%2.11
Robo Advisor SigFig Tax Sheltered 11Free7.31-16.435.418.27-29.930.07%2.97
Ted Aronson Family Taxable PortfolioFree7.12-15.966.378.26-26.330.11%3.12
Morningstar Lifetime Allocation Index Moderate, 2030Free7.23-13.766.478.26-26.610.10%2.54
Morningstar Lifetime Allocation Index Conservative, 2040Free7.1-14.296.378.26-26.550.09%2.47
Robo Advisor WiseBanyan 80% stocksFree10.63-16.797.648.25-32.10.06%2.54
Robo Advisor SigFig Taxable 12Free8.51-15.925.978.25-29.690.06%2.72
Axos Invest 80% StocksComing soon!10.63-16.797.648.25-32.10.06%2.54
Research Affiliates Aggressive Portfolio5.18-12.77%6.438.25-31.280.133.02
Index Fund Advisors, Portfolio 70Free5.39-12.376.398.24-25.910.14%2.26
TIAA-CREF Lifecycle 2030Free9.55-16.577.218.24-25.50.04%2.24
Canadian Portfolio Manager Model Portfolios (US) 70% StocksComing soon!9.63-16.857.258.24-25.880.04%2.2
The Canonical Portfolio (US) 90% StocksComing soon!12.83-17.638.928.24-34.060.04%2.04
Larry Swedroe Simple PortfolioFree4.0-6.715.968.23-23.80.12%4.21
Rick Ferri Midlifer Moderate Multi Asset PortfolioFree5.51-15.096.048.23-24.260.16%3.19
Rick Ferri Income Seeker Core-4 Portfolio AggressiveFree1.11-5.17.858.23-30.920.17%3.45
Robo Advisor Merrill Guided Investing ModerateComing soon!7.58-14.136.758.23-21.720.08%2.3
Assetbuilder.com Portfolio 9Free4.5-14.865.388.22-22.640.20%2.38
Rick Ferri Core 4 fund Portfolio (80/20)Free9.91-17.837.78.21-30.270.05%2.3
Dimensional 2040 Target Date Retirement Income FundFree11.41-16.347.888.21-32.210.05%2.17
PWL Capital Toronto (CA) 80% StocksFree9.33-13.386.848.21-29.070.06%2.59
Robo Advisor SigFig Taxable 11Free8.34-15.855.928.21-28.650.06%2.71
Dan Solin The Smartest Index Portfolio, Medium-High RiskFree11.17-17.298.098.2-30.270.04%2.12
Robo Advisor SigFig Tax Sheltered 10Free7.1-16.25.378.2-28.390.07%2.98
Robo Advisor J.P. Morgan You Invest ModerateComing soon!9.6-16.276.768.2-28.960.05%2.35
Schwab Managed Portfolio, Aggressive GrowthFree10.44-14.977.698.19-38.070.09%2.24
3 Fund Portfolio 80/20Free11.46-17.238.298.18-29.590.04%2.07
Robo Advisor Wealthsimple Portfolio BalancedFree7.37-16.186.038.18-24.890.08%2.65
PWL Capital Toronto (US) 70% StocksFree9.48-16.797.18.18-26.020.04%2.23
Robo Advisor SigFig Tax Sheltered 09Free6.82-16.125.228.17-27.510.07%2.99
Ellevest Wealthbuilding Portfolio 4Free8.21-13.877.068.17-30.60.06%2.28
Bogleheads Guide to Investing - A Middle-Aged Investor’s Asset AllocationComing soon!8.55-14.846.998.17-22.150.04%3.06
Rick Ferri Global Markets Core-4 AggressiveFree11.58-17.228.328.16-29.570.04%2.02
Robo Advisor Wealthsimple Risk Level 05Free4.49-18.975.338.15-18.970.09%2.47
Ben Stein PortfolioFree9.58-10.977.28.14-32.150.07%2.33
PWL Capital Passmore & Felix (CA), 100/0Free11.61-14.28.448.14-37.190.05%2.37
Canadian Portfolio Manager Model Portfolios (CA) 70% StocksComing soon!8.69-13.66.468.14-24.520.06%2.55
Robo Advisor Betterment 2020 Taxable 100% StocksComing soon!8.87-13.477.78.14-40.330.07%2.6
Robo Advisor Wealthfront 40Free4.94-15.536.08.13-25.050.08%2.8
Fundamentum Enhanced Index Focus ModerateFree9.12-15.977.258.13-21.570.04%2.25
Robo Advisor SigFig Taxable 10Free7.87-15.435.88.12-25.680.05%2.74
William Bernstein The Small Investor Coward Portfolio (SICEI)Free10.18-16.17.438.12-41.540.12%2.42
Canadian Couch Potato Model Portfolios (US) AggressiveComing soon!12.9-17.978.78.11-35.990.06%2.0
Alexander Green Gone Fishing PortfolioFree6.35-14.325.738.1-28.870.14%3.08
SoFi Model Portfolios Taxable/Retirement AggressiveFree12.43-17.657.958.1-40.750.05%2.38
Robo Advisor Betterment 2020 Retirement 100% StocksComing soon!8.94-13.717.718.09-40.530.07%2.59
Suze Orman Portfolio, 40 Year Old10.7-14.48.028.09-24.660.041.66
Bill Schultheis Coffeehouse PortfolioFree4.22-14.226.218.08-20.140.07%2.42
Harry Markowitz Father of Modern Portfolio Theory PortfolioFree7.78-16.316.728.08-16.310.04%2.08
Balanced Portfolio 50/50Free7.78-16.316.728.08-16.310.04%2.08
Robo Advisor SigFig Taxable 09Free7.7-15.365.768.08-24.630.05%2.72
William Bernstein Young Yvonne PortfolioFree3.97-12.526.068.07-20.110.08%2.47
T. Rowe Price ActivePlus Portfolio, Model 60Free7.51-15.966.558.06-22.550.04%2.37
Robo Advisor SigFig Tax Sheltered 08Free6.44-15.885.08.06-26.360.07%3.06
Robo Advisor WiseBanyan 70% stocksFree9.15-16.096.918.04-28.220.07%2.69
PWL Capital Toronto (CA) 70% StocksFree8.38-13.276.228.04-24.590.06%2.61
Robo Advisor SigFig Taxable 08Free7.55-15.185.728.04-23.670.05%2.75
Axos Invest 70% StocksComing soon!9.17-16.086.918.04-28.220.07%2.69
Fidelity Freedom Index 2030 (55 year old)Free10.25-16.427.548.03-28.190.05%2.18
The Canonical Portfolio (US) 80% StocksComing soon!11.28-17.128.098.03-29.70.04%2.1
Jane Bryant Quinn PortfolioFree8.62-16.427.078.03-26.00.052.76
Allan Roth Second Grader High Risk with CDs PortfolioFree12.58-16.248.698.02-35.210.06%2.03
Robo Advisor SigFig Tax Sheltered 07Free6.16-15.84.858.02-25.480.07%3.07
William Bernstein Taxable Ted 70/30Free7.71-15.67.118.01-25.760.06%2.14
Meb Faber IVY 20 portfolioFree5.85-9.824.878.01-35.660.29%2.35
PWL Capital Passmore & Felix (US), 80/20Free11.27-17.388.188.0-29.830.04%1.98
Rick Ferri Early Saver Moderate Basic PortfolioFree8.14-17.486.837.99-25.770.05%2.38
William Bernstein Sheltered Sam 60/40Free4.7-9.16.257.99-23.730.09%3.05
TrevH from Boglheads PortfolioFree9.2-14.067.657.98-40.810.17%2.35
Robo Advisor Betterment 2020 Taxable 90% StocksComing soon!8.04-13.527.197.98-36.080.07%2.6
Rick Ferri Total Economy Core-4 Portfolio AgressiveFree8.55-16.637.17.97-30.770.09%2.26
Fidelity Target Allocation Index-Focused Model Portfolios 70% StocksComing soon!9.28-15.317.327.97-26.030.05%2.15
FPL Capital Management Portfolio 50Free3.17-12.855.327.96-17.120.12%2.75
Robo Advisor SigFig Taxable 07Free7.09-15.035.527.96-21.740.05%2.74
Robo Advisor Betterment 2020 Retirement 90% StocksComing soon!8.08-13.197.237.95-36.240.07%2.58
Muhammad El-Erian PortfolioFree5.48-13.374.657.94-31.140.17%2.82
J. D. Steinhilber Aggressive GrowthComing soon!8.87-10.036.857.94-23.060.08%1.85
TD Ameritrade Core Portfolio AggressiveFree11.48-17.148.07.93-32.970.05%2.16
Vanguard Target Retirement 2050 (35 year old)Free12.05-17.458.227.93-35.270.05%2.16
Canadian Portfolio Manager Model Portfolios (CA) 60% StocksComing soon!7.64-13.365.787.93-20.030.07%2.59
Vanguard Target Retirement 2060 (25 year old)Free12.05-17.448.217.92-35.330.05%2.17
Robo Advisor Fidelity GO Tax-advantaged GrowthFree9.25-15.267.327.92-26.050.05%2.11
SoFi Model Portfolios Retirement Moderately AggressiveFree9.87-16.976.727.92-32.520.06%2.55
Meb Faber GTAA ConservativeFree1.35-12.664.17.91-21.620.22%2.41
Steven Schoenfeld Model ETF Portfolio ConservativeComing soon!3.42-16.255.127.91-16.250.08%3.07
Schwab Target Date Index Fund 2030Free8.61-15.526.897.9-24.290.05%2.25
Bob Clyatt Rational Investing PortfolioComing soon!5.29-12.835.347.9-24.260.13%2.34
Canadian Portfolio Manager Model Portfolios (US) 60% StocksComing soon!8.11-16.326.47.9-21.440.04%2.25
Ram Balakrishnan Sleepy Portfolio (US Edition)Coming soon!9.72-14.887.167.9-28.70.05%2.43
Merrill Lynch Edge Select Portfolio, ModeratelyFree8.11-16.095.827.89-20.210.09%2.35
Three Fund Portfolio (50-30-20)Free10.7-17.057.617.87-30.70.05%2.21
Goldman Sachs Target Date 2025 PortfolioFree2.14-11.035.427.87-20.510.13%3.41
Robo Advisor SigFig Tax Sheltered 06Free5.49-15.474.487.87-23.450.07%3.15
Richard Jenkins Simple ETF StrategyComing soon!8.04-15.426.747.87-31.730.12%2.34
Research Affiliates All Equity Portfolio7.82-13.14%7.047.87-42.790.122.75
The Global Market Portfolio, Financial Engines 2007Free8.23-14.986.387.86-22.970.08%2.09
Gretchen Tai PortfolioComing soon!7.79-15.895.977.86-29.260.09%3.04
Rick Ferri Transitional Moderate Multi Asset PortfolioFree4.73-14.15.437.85-20.610.16%3.31
Vanguard Target Retirement 2040 (45 year old)Free11.39-17.217.887.85-33.10.05%2.17
Schwab Managed Portfolio, GrowthFree8.73-13.686.677.85-32.390.11%2.29
Robo Advisor Merrill Guided Investing Taxable ModerateComing soon!7.8-12.456.927.85-21.220.08%2.14
William Bernstein Sheltered Sam PortfolioFree4.52-8.686.067.84-21.030.09%2.86
PWL Capital Layton-Guay Portfolios (US) 70/30 AggressiveFree9.39-17.116.927.84-28.880.05%2.24
Robo Advisor Wealthsimple Risk Level 04Free3.26-18.944.697.84-18.940.09%2.47
PWL Capital Toronto (US) 60% StocksFree7.97-16.256.257.83-21.560.04%2.28
The Canonical Portfolio (CA) 90% StocksComing soon!10.68-13.397.667.83-32.710.05%2.46
Robo Advisor WiseBanyan 60% stocksFree7.72-15.416.197.82-24.590.08%2.85
Axos Invest 60% StocksComing soon!7.7-15.396.187.82-24.550.08%2.85
Mark Hebner Portfolio 50% StocksFree4.0-10.245.617.82-19.230.10%2.26
Robo Advisor Betterment 2020 Taxable 80% StocksComing soon!7.21-13.556.687.82-31.950.08%2.59
Middleton Monitored Play It Safe PortfolioComing soon!8.99-12.17.397.82-29.40.11%2.0
Rick Ferri Income Seeker Core-4 Portfolio ModerateFree0.69-8.326.497.81-26.00.18%3.58
Rick Ferri Socially Conscious ESG Core-4 Portfolio ModerateFree8.43-16.656.637.81-21.430.06%2.21
PWL Capital Toronto (CA) 60% StocksFree7.34-13.025.547.81-20.070.07%2.64
Canadian Couch Potato Model Portfolios (US) AssertiveComing soon!10.58-17.167.497.81-29.130.06%2.09
Robo Advisor SigFig Taxable 06Free6.7-14.755.37.81-20.40.05%2.79
Robo Advisor Betterment 60Free6.24-13.815.627.8-22.520.07%2.53
The Canonical Portfolio (US) 70% StocksComing soon!9.75-16.627.267.79-25.350.04%2.16
Robo Advisor Fidelity GO Taxable GrowthFree9.56-13.987.577.79-27.350.05%2.01
Jonathan Clements Three Fund Global PortfolioComing soon!8.54-16.336.767.78-20.780.04%2.16
Time.Inc Money Portfolio 2, Tilt Toward ValueFree5.89-15.726.117.77-20.850.06%2.35
William Bernstein Four Pillars High Risk PortfolioFree5.36-11.115.917.76-27.410.11%2.33
William Bernstein Wendy Wonk PortfolioFree5.36-11.115.917.76-27.410.11%2.33
PWL Capital Layton-Guay Portfolios (CA) 70/30 AggressiveFree8.73-14.966.397.76-28.00.06%2.47
Robo Advisor Betterment 2020 Retirement 80% StocksComing soon!7.29-12.886.767.76-32.270.08%2.56
Morningstar Conservative Retirement Saver PortfolioFree6.91-13.915.817.75-18.420.05%2.71
Vanguard LifeStrategy Growth Fund (80/20)Free10.69-16.967.57.75-30.80.05%2.17
Robo Advisor Betterment 50Free5.27-13.934.917.75-20.240.09%2.9
The Canonical Portfolio (CA) 80% StocksComing soon!9.65-13.237.027.75-28.310.06%2.5
Robo Advisor Morgan Stanley Acces Investing Opportunistic GrowthComing soon!9.24-15.676.567.75-31.210.05%2.42
Dan Solin SuperSmart Portfolio, MediumFree4.41-10.35.447.73-21.060.12%2.03
David Booth (DFA) Normal PortfolioFree4.48-12.285.867.72-21.240.12%2.34
Robo Advisor SigFig Taxable 05Free6.38-14.515.147.72-19.010.05%2.82
Jonathan Clements Eight Asset Class Index FundComing soon!9.65-13.56.877.72-30.710.10%1.95
Tony Robbins / Ray Dalio PortfolioFree2.95-18.534.327.71-18.530.16%1.88
Paul Merriman Ultimate Buy & Hold Strategy 2010Free3.43-15.124.97.71-23.150.17%2.74
SoFi Model Portfolios Taxable Moderately AggressiveFree10.03-15.736.917.7-32.550.05%2.33
Canadian Portfolio Manager Model Portfolios (CA) 50% StocksComing soon!6.6-13.115.097.69-15.530.07%2.62
Canadian Couch Potato The Über–Tuber Portfolio (US)Coming soon!2.71-9.115.617.69-22.850.13%2.69
Robo Advisor SigFig Tax Sheltered 05Free4.82-15.14.167.69-20.60.07%3.18
The Rip Van Winkle Portfolio William Bernstein TaxableComing soon!8.14-14.437.087.69-23.660.10%2.09
Index Fund Advisors, Portfolio 60Free4.63-11.695.727.68-22.030.13%2.13
Rick Ferri Midlife Moderate Basic PortfolioFree6.93-16.826.087.68-21.340.05%2.39
Canadian Couch Potato Model Portfolios (CA) AggressiveComing soon!10.76-13.737.437.68-34.640.08%2.42
William Bernstein No Brainer PortfolioFree8.6-13.487.117.66-27.620.07%1.84
T. Rowe Price ActivePlus Portfolio, Model 50Free6.22-15.235.717.66-18.440.04%2.39
Dimensional 2030 Target Date Retirement Income FundFree8.1-12.035.97.66-22.610.05%3.65
Portfoliocharts Golden ButterflyComing soon!4.67-14.35.347.65-14.30.12%1.4
William Bernstein Cowards PortfolioFree5.24-10.26.017.64-19.930.07%1.94
William Bernstein Taxable Ted 60/40Free6.6-14.526.357.64-21.730.06%2.13
Assetbuilder.com Portfolio 8Free3.81-14.24.77.64-17.580.17%2.31
Bogle Tax ShelteredFree7.61-14.076.077.64-14.240.05%2.3
The Canonical Portfolio (CA) 70% StocksComing soon!8.61-13.046.377.64-23.90.06%2.54
Fidelity Target Allocation Index-Focused Model Portfolios 60% StocksComing soon!7.87-14.956.467.64-21.560.05%2.21
Rick Ferri Core 4 fund Portfolio (60/40)Free7.17-16.656.17.63-21.410.05%2.36
Dan Solin The Smartest Index Portfolio, Medium RiskFree8.12-16.246.397.63-21.410.04%2.23
Meb Faber Ivy 10 PortfolioFree4.83-9.444.17.61-34.870.23%2.8
3 Fund Portfolio 60/40Free8.34-16.26.557.61-20.90.04%2.19
PWL Capital Toronto (CA) 50% StocksFree6.37-12.84.937.61-15.510.07%2.66
Robo Advisor Betterment 2020 Taxable 70% StocksComing soon!6.34-13.626.17.61-27.680.08%2.59
Morningstar Lifetime Allocation Index Aggressive, IncomeFree5.42-11.255.227.6-18.40.09%3.2
Robo Advisor Fidelity GO Tax-advantaged Growth With IncomeFree7.78-14.876.457.6-21.60.05%2.16
The Rip Van Winkle Portfolio John Bogle Tax ShelteredFree7.46-14.876.067.6-17.380.05%2.54
Paul Merriman Best-in-Class ETFs Portfolio (Moderate)Free4.08-11.684.977.59-19.510.13%2.73
Canadian Couch Potato Model Portfolios (CA) AssertiveComing soon!9.2-13.426.57.59-27.710.08%2.48
John Wasik Autopilot Nano InvestmentComing soon!5.5-15.445.517.59-22.570.06%3.5
7Twelve PortfolioFree4.96-9.664.757.58-23.150.15%2.37
TD Ameritrade Core Portfolio GrowthFree9.25-16.386.797.58-26.280.05%2.22
Rick Ferri Global Markets Core-4 ModerateFree8.57-16.176.627.58-20.860.04%2.09
PWL Capital Passmore & Felix (US), 70/30Free9.87-16.827.347.58-25.690.05%1.99
Research Affiliates Moderate Portfolio2.62-12.47%4.97.58-19.40.122.97
William Bernstein Sheltered Sam 50/50Free4.05-8.345.487.57-20.420.08%3.21
Ellevest Wealthbuilding Portfolio 3Free6.54-12.46.047.57-24.550.07%2.22
Balanced Portfolio 40/60Free6.02-15.675.617.56-15.670.04%2.17
PWL Capital Passmore & Felix (CA), 80/20Free9.28-13.947.067.56-28.850.05%2.31
William Bernstein Four Pillars Medium PortfolioFree6.03-10.646.477.55-19.660.06%1.84
Robo Advisor SigFig Taxable 04Free5.89-14.164.97.55-17.280.05%2.81
Axos Invest 50% StocksComing soon!6.25-14.675.417.55-20.740.09%3.03
The Marc Faber PortfolioFree4.13-14.314.657.54-16.810.11%2.18
Paul Merriman Target Date Portfolio (65 year old)Free2.95-10.484.837.54-14.210.10%2.56
William Bernstein Between Charlie and Wendy PortfolioFree6.15-10.616.557.54-19.380.06%1.82
Robo Advisor WiseBanyan 50% stocksFree6.23-14.655.47.54-20.70.09%3.03
Allan Roth Second Grader Medium Risk PortfolioFree7.96-16.176.237.53-21.560.04%2.26
Allan Roth Second Grader Five-Fund Medium Risk PortfolioFree7.33-16.446.047.53-21.560.05%2.35
Scott Burns Five FoldFree5.73-15.415.487.53-23.040.07%3.34
Vanguard Target Retirement 2030 (55 year old)Free9.34-16.476.777.53-26.380.05%2.18
Canadian Portfolio Manager Model Portfolios (US) 50% StocksComing soon!6.58-15.785.527.53-17.020.04%2.31
Ram Balakrishnan Sleepy Portfolio (CA Edition)Coming soon!8.13-12.146.257.53-27.920.06%2.7
Standard & Poors Outlook PortfolioComing soon!7.88-13.66.327.53-21.110.05%2.03
The Global Market Portfolio, (GMP) CREDIT SUISSEFree4.23-18.924.527.52-18.920.10%2.7
Paul Merriman FundAdvice Ultimate Buy and HoldFree3.92-11.914.87.52-21.140.12%2.81
Morningstar Lifetime Allocation Index Conservative, 2030Free4.73-13.04.817.52-17.460.09%2.8
Bob Clyatt The Sandwich PortfolioComing soon!5.76-15.685.257.52-20.550.07%2.26
Peter Mallouk’s I Need 7 Percent to Hit My Long-Term Retirement Goal7.29-15.36.217.52-21.330.062.09
PWL Capital Layton-Guay Portfolios (CA) 60/40 AssertiveFree7.64-14.645.727.51-23.60.06%2.49
The Global Couch Potato Portfolio (US Edition)Coming soon!8.2-16.126.47.51-20.990.04%2.21
The Canonical Portfolio (US) 60% StocksComing soon!8.2-16.126.47.51-20.990.04%2.21
Robo Advisor Betterment 2020 Retirement 70% StocksComing soon!6.46-12.586.237.51-28.170.08%2.53
Quit Like A Millionaire (US) PortfolioComing soon!8.2-16.126.47.51-20.990.04%2.21
The Global Couch Potato Portfolio (CA Edition)Coming soon!7.58-12.885.77.5-19.50.06%2.57
The Canonical Portfolio (CA) 60% StocksComing soon!7.58-12.885.77.5-19.50.06%2.57
Goldman Sachs Target Date Retirement Income PortfolioFree1.63-12.044.557.5-16.50.13%3.42
Time.Inc Money Portfolio 1, Simple and CheapFree6.61-16.85.817.49-21.510.06%2.37
Rick Ferri Inflation Fighter Core-4 Portfolio AggressiveFree9.75-17.166.897.49-34.420.09%2.84
PWL Capital Toronto (US) 50% StocksFree6.52-15.755.467.49-17.060.04%2.32
PWL Capital Layton-Guay Portfolios (US) 60/40 AssertiveFree7.96-16.616.137.49-24.530.05%2.27
Rick Ferri Socially Conscious ESG Core-4 Portfolio AggressiveFree9.53-17.916.817.47-32.680.09%2.34
Robo Advisor Betterment 2020 Taxable 60% StocksComing soon!5.43-13.655.577.47-23.540.08%2.59
Gibson Four Asset ClassesFree3.94-6.085.897.46-40.410.27%2.42
FPL Capital Management Portfolio 40Free2.33-12.94.487.46-12.90.10%2.71
Kiplinger Five-Fund ETF Portfolio for IncomeComing soon!6.76-14.076.097.46-18.920.07%2.09
All Seasons PortfolioFree2.06-17.93.617.45-17.90.16%2.02
Rick Ferri Total Economy Core-4 Portfolio ModerateFree6.15-15.755.657.45-21.790.07%2.33
SoFi Model Portfolios Retirement ModerateFree7.27-15.545.367.45-24.00.06%2.59
Canadian Couch Potato Model Portfolios (US) BalancedComing soon!8.26-16.356.257.44-22.270.05%2.19
Robo Advisor Fidelity GO Taxable Growth With IncomeFree8.21-13.086.87.44-23.430.06%2.02
Robo Advisor SigFig Tax Sheltered 04Free4.65-14.144.27.44-17.510.07%2.93
Larry Swedroe Big Rocks PortfolioFree4.25-9.915.617.43-20.560.11%2.06
Bob Clyatt The Sandwich Portfolio Value TiltComing soon!3.01-12.465.137.43-20.330.07%2.44
Canadian Portfolio Manager Model Portfolios (CA) 40% StocksComing soon!5.55-12.874.387.42-12.870.07%2.66
Canadian Couch Potato Model Portfolios (CA) BalancedComing soon!7.63-13.115.547.42-20.780.08%2.55
Schwab Managed Portfolio, Balanced With GrowthFree6.55-12.95.497.41-25.010.11%2.39
Dimensional Fund Advisors Model Portfolios 60% Stocks NormalFree5.03-11.635.737.4-21.50.12%2.28
Robo Advisor J.P. Morgan You Invest GrowthComing soon!6.14-14.814.947.38-17.60.05%2.39
Larry Swedroe Model Portfolios ModerateFree4.4-10.045.597.38-20.820.09%1.99
Dr. Marvin Appel One-Decision PortfolioComing soon!4.15-12.235.567.37-16.380.10%2.27
PWL Capital Toronto (CA) 40% StocksFree5.41-12.694.277.35-12.690.07%2.68
The Andrew Tobias PortfolioFree8.94-12.756.157.34-28.050.05%3.78
Scott Burns MargaritavilleFree8.94-12.756.157.34-28.050.05%3.78
Canadian Couch Potato The Über–Tuber PortfolioComing soon!3.49-9.154.797.34-22.290.13%2.82
Robo Advisor Betterment 2020 Retirement 60% StocksComing soon!5.6-12.245.747.34-24.220.08%2.51
Robo Advisor Morgan Stanley Acces Investing Market GrowthComing soon!7.03-14.915.417.34-23.890.05%2.44
Rick Ferri Income Seeker Core-4 Portfolio ConservativeFree0.27-11.555.077.33-21.070.20%3.72
The Canonical Portfolio (CA) 50% StocksComing soon!6.55-12.725.027.33-15.090.07%2.61
Meb Faber Ivy 5 PortfolioFree5.59-10.985.17.31-31.510.22%2.26
Carl Richards One-Page Financial Plan Portfolio7.65-16.015.917.31-21.840.052.32
Gibson Five Asset ClassesFree5.49-11.04.977.3-32.050.23%2.24
Meb Faber GAAFree4.25-16.064.37.29-16.060.14%2.43
Robo Advisor SigFig Tax Sheltered 03Free4.15-13.843.937.29-15.70.07%2.97
Vanguard LifeStrategy Moderate Growth (60/40)Free7.95-15.986.017.28-21.870.05%2.19
Rick Ferri Inflation Fighter Core-4 Portfolio ModerateFree7.39-15.485.657.28-27.040.09%3.41
PWL Capital Nancy And Her Team (US), AggressiveFree9.25-15.937.017.28-27.730.05%2.07
Tim Maurer Simple Money PortfolioFree4.23-11.85.037.27-18.840.12%2.2
Robo Advisor Wealthsimple Risk Level 03Free2.65-16.414.357.27-16.410.09%2.37
Ellevest Wealthbuilding Portfolio 2Free6.16-11.975.747.27-22.360.07%2.18
Robo Advisor Betterment 2020 Taxable 50% StocksComing soon!4.54-13.434.977.27-19.390.08%2.69
Rick Ferri Transitional Moderate Basic PortfolioFree5.83-15.775.287.25-17.050.05%2.38
Fundamentum Enhanced Index Focus GrowthFree10.86-16.237.137.25-34.750.08%2.52
J. D. Steinhilber Moderate GrowthComing soon!7.14-8.815.617.25-17.230.09%1.85
William Bernstein Taxable Ted 50/50Free5.5-13.445.587.24-17.70.06%2.12
Robo Advisor WiseBanyan 40% stocksFree4.88-13.94.637.24-16.690.10%3.19
Axos Invest 40% StocksComing soon!4.88-13.94.637.24-16.690.10%3.19
Coffeehouse Three ETFFree6.54-12.675.787.23-25.370.15%2.69
Bogleheads Guide to Investing - An Investor in Early RetirementComing soon!6.04-12.215.067.23-14.510.04%3.57
Dan Solin The Smartest ETF Portfolio, High RiskFree13.38-18.018.187.22-42.340.08%2.11
Rick Ferri Socially Conscious ESG Core-4 Portfolio ConservativeFree5.35-15.844.887.22-15.840.07%2.35
PWL Capital Layton-Guay Portfolios (CA) 50/50 BalancedFree6.55-14.325.047.22-19.190.07%2.51
Charles Ellis Portfolio Under 40 Years OldFree13.38-18.018.187.22-42.340.08%2.11
Merrill Lynch Edge Select Portfolio, Moderately ConservativeFree5.75-15.034.587.21-15.030.09%2.36
Robo Advisor SigFig Taxable 03Free5.23-13.164.487.21-14.770.05%2.67
Quit Like A Millionaire (US) Yield Shield PortfolioComing soon!5.45-16.475.677.2-27.260.15%3.29
The Canonical Portfolio (US) 50% StocksComing soon!6.66-15.625.537.19-16.630.04%2.27
Charles Ellis Portfolio 40 - 50 Years OldFree11.94-17.527.517.19-37.590.08%2.16
Assetbuilder.com Portfolio 7Free2.87-13.43.967.18-13.40.15%2.22
PWL Capital Passmore & Felix (CA), 70/30Free8.12-13.86.357.18-24.830.05%2.28
Canadian Couch Potato Model Portfolios (CA) CautiousComing soon!6.07-12.814.557.18-13.850.08%2.61
Robo Advisor Fidelity GO Tax-advantaged BalancedFree6.33-13.935.577.14-17.220.05%2.13
Quit Like A Millionaire (CA) PortfolioComing soon!6.61-13.385.57.14-20.210.04%2.48
Canadian Portfolio Manager Model Portfolios (CA) 30% StocksComing soon!4.51-12.623.667.13-12.620.08%2.69
The Canonical Portfolio (CA) 40% StocksComing soon!5.51-12.544.327.13-12.540.07%2.65
SoFi Model Portfolios Taxable ModerateFree7.54-13.555.617.13-23.950.05%2.3
William Bernstein Sheltered Sam 40/60Free3.4-7.594.77.12-17.120.08%3.36
3 Fund Portfolio Equal WeightFree8.57-16.036.247.12-24.50.04%2.3
Canadian Portfolio Manager Model Portfolios (US) 40% StocksComing soon!5.06-15.254.657.12-15.250.04%2.36
PWL Capital Layton-Guay Portfolios (US) 50/50 BalancedFree6.53-16.115.337.11-20.180.05%2.29
PWL Capital Passmore & Felix (US), 60/40Free8.5-16.266.57.11-21.630.05%2.0
Charles Ellis Portfolio 50 - 60 Years OldFree10.5-17.036.847.11-32.840.07%2.2
Robo Advisor Betterment 2020 Retirement 50% StocksComing soon!4.75-11.715.187.11-20.240.08%2.59
PWL Capital Toronto (CA) 30% StocksFree4.33-12.463.527.1-12.460.08%2.73
Morningstar Lifetime Allocation Index Moderate, IncomeFree4.0-10.364.197.09-13.650.09%3.46
T. Rowe Price ActivePlus Portfolio, Model 40Free5.23-14.594.947.08-14.590.04%2.4
TIAA-CREF Lifecycle Index Retirement IncomeFree5.39-13.334.77.08-13.330.04%2.66
PWL Capital Toronto (US) 40% StocksFree5.0-15.214.597.07-15.210.04%2.36
Rob Arnott ETF.com model portfolioComing soon!2.75-12.893.597.07-16.690.21%3.3
TD Ameritrade Core Portfolio Moderate GrowthFree6.41-15.45.247.05-17.280.05%2.28
Frank Armstrong Ideal Index PortfolioFree5.31-11.85.737.04-25.750.08%2.18
Index Fund Advisors, Portfolio 50Free3.84-11.144.897.03-17.640.12%2.06
Ellevest Wealthbuilding Portfolio 1Free5.7-11.365.417.03-20.290.07%2.12
Balanced Portfolio 30/70Free4.25-15.034.487.02-15.030.04%2.27
Robo Advisor Betterment 2020 Taxable 40% StocksComing soon!3.67-12.954.347.02-15.350.08%2.84
Suze Orman Portfolio, 60 Year Old7.56-11.395.997.02-15.730.041.57
Gyroscopic Desert PortfolioComing soon!4.75-13.784.547.01-13.780.06%2.01
Peter Mallouk’s Get Me What I Need for the Rest of My Life with the Least Volatility Possible5.03-14.624.887.01-14.620.062.1
Rick Ferri Mature Retired Saver Moderate Multi Asset PortfolioFree4.37-12.294.486.98-12.560.06%2.62
Canadian Couch Potato Model Portfolios (US) CautiousComing soon!5.93-15.544.986.98-15.540.05%2.28
Robo Advisor Wealthsimple Risk Level 02Free2.31-15.184.166.97-15.180.09%2.32
Robo Advisor Merrill Guided Investing Taxable Moderately ConservativeComing soon!4.6-11.614.916.97-14.90.06%2.28
Robo Advisor Betterment 40Free4.21-12.574.186.95-13.470.07%2.47
Rick Ferri Inflation Fighter Core-4 Portfolio ConservativeFree5.02-13.84.356.95-19.650.09%3.97
Robo Advisor Fidelity GO Taxable BalancedFree6.83-11.885.976.95-19.310.06%1.98
Robo Advisor SigFig Tax Sheltered 02Free3.15-13.233.446.95-13.230.07%3.04
Dan Solin The Smartest Index Portfolio, Medium-Low RiskFree5.07-15.24.656.94-15.20.04%2.34
FPL Capital Management Portfolio 30Free1.49-12.963.626.94-12.960.09%2.68
Rick Ferri Core 4 fund Portfolio (40/60)Free4.43-15.474.456.93-15.470.05%2.43
3 Fund Portfolio 40/60Free5.21-15.174.756.93-15.170.04%2.31
Paul Boyer Permanent Portfolio (MMM)Coming soon!1.04-12.62.346.93-12.60.14%1.72
The Canonical Portfolio (CA) 30% StocksComing soon!4.47-12.383.626.91-12.380.08%2.69
PWL Capital Layton-Guay Portfolios (CA) 40/60 CautiousFree5.46-14.04.356.9-14.780.07%2.53
Robo Advisor WiseBanyan 30% stocksFree3.61-13.083.866.89-13.080.09%3.27
PWL Capital Nancy And Her Team (CA), AggressiveFree7.58-13.056.066.89-26.910.06%2.35
Axos Invest 30% StocksComing soon!3.61-13.083.866.89-13.080.09%3.27
William Bernstein Four Pillars Low Risk PortfolioFree6.57-11.635.546.88-15.910.05%1.71
Rick Ferri Global Markets Core-4 ConservativeFree5.57-15.124.866.88-15.120.04%2.16
Canadian Couch Potato Model Portfolios (CA) ConservativeComing soon!4.5-12.53.536.88-12.50.09%2.67
William Bernstein Charlie Cringe PortfolioFree6.69-11.615.636.87-15.620.05%1.69
The Canonical Portfolio (US) 40% StocksComing soon!5.13-15.124.666.86-15.120.04%2.33
Dan Solin The Smartest ETF Portfolio, Medium-High RiskFree10.65-15.186.86.85-32.550.07%1.96
Robo Advisor SigFig Tax Sheltered 01Free2.76-12.783.186.85-12.780.07%3.18
Charles Ellis Portfolio 60 - 70 Years OldFree7.61-16.055.456.84-23.340.06%2.29
Fidelity Target Allocation Index-Focused Model Portfolios 40% StocksComing soon!5.04-13.414.696.84-13.410.05%2.27
Scott Burns Four SquareFree6.97-12.715.056.83-19.560.06%3.24
Robo Advisor Betterment 2020 Retirement 40% StocksComing soon!3.92-11.014.576.83-16.30.08%2.72
Paul Merriman Best-in-Class ETFs Portfolio (Conservative)Free2.63-10.133.656.82-10.130.10%2.72
William Bernstein Taxable Ted 40/60Free4.4-12.364.86.82-13.660.06%2.11
PWL Capital Toronto (CA) 20% StocksFree3.36-12.252.866.82-12.250.08%2.75
Rob Arnott PortfolioFree2.5-13.633.446.81-14.710.17%2.83
Rick Ferri Total Economy Core-4 Portfolio ConservativeFree3.76-14.874.156.81-14.870.06%2.41
Robo Advisor SigFig Taxable 02Free4.29-12.273.956.81-12.270.05%2.61
PWL Capital Nancy And Her Team (US), AssertiveFree7.97-14.986.26.8-24.090.05%2.07
Canadian Portfolio Manager Model Portfolios (CA) 20% StocksComing soon!3.46-12.372.926.8-12.370.08%2.73
Rick Ferri Income Seeker Core-4 Portfolio Low-RiskFree-0.14-14.773.596.78-16.150.21%3.86
PWL Capital Passmore & Felix (CA), 60/40Free7.0-13.685.656.77-20.90.05%2.24
Robo Advisor Wealthsimple Risk Level 01Free1.75-15.193.86.77-15.190.09%2.32
Robo Advisor Wealthsimple Portfolio ConservativeFree2.99-14.23.216.76-14.20.07%2.34
Research Affiliates Conservative Portfolio1.48-11.80%3.696.76-11.80.092.79
Rick Ferri Mature Retired Saver Moderate Basic PortfolioFree4.59-13.664.516.75-13.660.05%2.18
TD Ameritrade Core Portfolio ModerateFree4.98-14.924.456.74-14.920.05%2.31
Larry Swedroe, The Larry Portfolio 1Free2.51-11.383.656.73-11.380.10%2.08
Bogleheads Guide to Investing - An Investor in Late RetirementComing soon!3.42-10.333.546.7-10.330.04%4.07
7-Twelve Portfolio Age Based 50-60 by Craig IsraelsenFree3.98-7.443.996.69-18.090.15%2.24
PWL Capital Layton-Guay Portfolios (US) 40/60 CautiousFree5.11-15.614.526.69-15.830.05%2.32
T. Rowe Price ActivePlus Portfolio, Model 30Free4.07-13.844.16.68-13.840.04%2.45
Schwab Managed Portfolio, BalancedFree4.37-11.144.216.68-17.180.11%2.38
PWL Capital Toronto (US) 30% StocksFree3.44-14.693.676.68-14.690.04%2.43
Canadian Portfolio Manager Model Portfolios (US) 30% StocksComing soon!3.53-14.713.756.68-14.710.04%2.41
Vanguard LifeStrategy Conservative Growth (40/60)Free5.18-14.984.466.67-14.980.05%2.21
Charles Ellis Portfolio 70 - 80 Years OldFree6.17-15.564.746.65-18.60.06%2.34
SoFi Model Portfolios Retirement Moderately ConservativeFree3.4-14.023.296.65-14.020.07%2.76
William Bernstein Sheltered Sam 30/70Free2.75-6.833.96.64-13.820.07%3.52
Robo Advisor Fidelity GO Tax-advantaged ModerateFree4.88-12.994.686.64-12.990.05%2.11
PWL Capital Passmore & Felix (US), 50/50Free7.1-15.695.626.57-17.540.05%2.01
Mark Hebner Portfolio 25% StocksFree2.08-8.973.66.57-8.970.08%1.98
PWL Capital Layton-Guay Portfolios (CA) 30/70 ConservativeFree4.37-13.683.646.56-13.680.08%2.54
Robo Advisor SigFig Taxable 01Free3.55-11.693.516.56-11.690.05%2.62
Allan Roth Second Grader Medium Risk with CDs PortfolioFree8.42-10.366.216.54-22.780.08%1.92
Robo Advisor Betterment 30Free3.15-10.883.346.54-10.910.08%2.53
Dan Solin SuperSmart Portfolio, Medium-Low RiskFree2.84-8.153.896.53-11.840.10%1.8
The Permanent PortfolioFree3.7-12.53.976.52-12.50.14%1.5
David Booth (DFA) Moderate PortfolioFree2.96-11.674.176.52-12.140.10%2.19
Rick Ferri Inflation Fighter Core-4 Portfolio Low-RiskFree2.66-12.123.06.52-12.270.09%4.54
Larry Swedroe, The Larry Portfolio 2Free0.69-11.492.576.51-11.490.13%2.17
Larry Swedroe, Eliminate Fat Tails Portfolio (value tilt)Free2.6-5.692.786.51-13.550.10%3.81
Rick Ferri Socially Conscious ESG Core-4 Portfolio Low-RiskFree2.27-15.043.086.51-15.040.08%2.48
Allan Roth Second Grader Low PortfolioFree3.46-14.643.676.5-14.640.04%2.41
Allan Roth Second Grader Five-Fund Low Risk PortfolioFree3.15-14.773.576.49-14.770.04%2.45
The Canonical Portfolio (US) 30% StocksComing soon!3.58-14.623.766.49-14.620.04%2.39
Robo Advisor Betterment 2020 Taxable 30% StocksComing soon!2.74-11.363.566.49-11.360.08%2.77
Morningstar Lifetime Allocation Index Conservative, IncomeFree2.48-9.373.056.48-9.370.08%3.73
Assetbuilder.com Portfolio 6Free1.42-12.393.126.48-12.390.13%2.16
PWL Capital Nancy And Her Team (CA), AssertiveFree6.54-12.515.386.46-23.390.06%2.31
Canadian Couch Potato Model Portfolios (US) ConservativeComing soon!3.61-14.733.686.46-14.730.05%2.37
Balanced Portfolio 20/80Free2.49-14.393.336.44-14.390.04%2.37
Robo Advisor Fidelity GO Taxable ModerateFree5.44-10.695.126.44-15.190.06%1.93
Robo Advisor WiseBanyan 20% stocksFree2.25-11.933.026.42-11.930.08%3.25
Axos Invest 20% StocksComing soon!2.24-11.913.016.42-11.910.08%3.25
J. D. Steinhilber Conservative GrowthComing soon!5.22-6.384.886.42-12.250.09%1.77
FPL Capital Management Portfolio 20Free0.64-13.012.766.39-13.010.07%2.64
Meb Faber Risk Parity PortfolioFree1.65-12.972.626.38-12.970.14%2.39
William Bernstein Taxable Ted 30/70Free3.3-11.284.06.37-11.280.06%2.1
Index Fund Advisors, Portfolio 40Free3.11-10.834.06.35-13.070.10%2.04
T. Rowe Price ActivePlus Portfolio, Model 20Free2.78-13.53.246.34-13.50.04%2.58
Robo Advisor J.P. Morgan You Invest AggressiveComing soon!2.64-13.413.06.34-13.410.05%2.45
Robo Advisor Betterment 2020 Retirement 30% StocksComing soon!2.97-9.63.776.33-11.420.07%2.66
Dimensional Fund Advisors Model Portfolios 40% Stocks ModerateFree3.32-11.234.096.31-12.310.10%2.15
Dan Solin The Smartest ETF Portfolio, Medium RiskFree7.91-12.355.356.3-22.760.07%1.8
PWL Capital Nancy And Her Team (US), BalancedFree6.7-14.025.396.3-20.450.05%2.08
Larry Swedroe Model Portfolios ConservativeFree2.83-7.983.996.3-11.680.08%1.77
PWL Capital Passmore & Felix (CA), 50/50Free5.85-13.534.96.28-16.930.05%2.21
PWL Capital Toronto (US) 20% StocksFree1.99-14.192.846.25-14.190.04%2.46
PWL Capital Layton-Guay Portfolios (US) 30/70 ConservativeFree3.68-15.113.696.24-15.110.05%2.35
TD Ameritrade Core Portfolio ConservativeFree2.86-14.183.246.22-14.180.05%2.35
Canadian Portfolio Manager Model Portfolios (US) 20% StocksComing soon!2.02-14.182.856.22-14.180.04%2.46
Dimensional Retirement Income FundFree3.47-6.82.976.15-7.730.05%4.18
William Bernstein Sheltered Sam 20/80Free2.1-6.073.096.15-10.510.06%3.68
Dan Solin The Smartest Index Portfolio, Low RiskFree2.01-14.152.856.13-14.150.04%2.45
Rick Ferri Core 4 fund Portfolio (20/80)Free1.7-14.292.746.12-14.290.04%2.49
3 Fund Portfolio 20/80Free2.09-14.142.96.12-14.140.04%2.44
Robo Advisor Fidelity GO Tax-advantaged Moderate With IncomeFree3.44-12.053.776.12-12.050.05%2.08
Rick Ferri Total Economy Core-4 Portfolio Low-RiskFree1.36-13.992.596.06-13.990.05%2.48
Rick Ferri Global Markets Core-4 Low-RiskFree2.56-14.073.046.06-14.070.05%2.23
SoFi Model Portfolios Taxable Moderately ConservativeFree3.9-10.543.746.06-11.450.05%2.23
PWL Capital Nancy And Her Team (CA), BalancedFree5.51-11.964.696.01-19.870.06%2.27
PWL Capital Passmore & Felix (US), 40/60Free5.74-15.144.745.99-15.140.05%2.02
Institute of Business and Finance Income PortfolioComing soon!0.12-11.091.635.97-11.090.15%4.24
Vanguard LifeStrategy Income Fund (20/80)Free2.42-13.992.855.95-13.990.05%2.23
Robo Advisor Merrill Guided Investing Taxable ConservativeComing soon!3.63-9.133.895.95-9.130.09%1.96
William Bernstein Taxable Ted 20/80Free2.19-10.23.185.9-10.20.06%2.09
Robo Advisor Fidelity GO Taxable Moderate With IncomeFree4.06-9.494.255.9-11.070.06%1.89
Robo Advisor Morgan Stanley Acces Investing Wealth ConservationComing soon!1.9-12.592.455.9-12.590.04%2.45
Robo Advisor Merrill Guided Investing ConservativeComing soon!2.96-9.373.375.89-9.370.10%2.09
Fidelity Target Allocation Index-Focused Model Portfolios 20% StocksComing soon!2.36-11.542.885.88-11.540.05%2.31
Robo Advisor Betterment 2020 Taxable 20% StocksComing soon!1.81-9.682.725.88-9.680.07%2.64
Schwab Managed Portfolio, Income With GrowthFree2.45-10.133.115.87-10.130.09%2.84
Balanced Portfolio 10/90Free0.72-13.752.175.84-13.750.04%2.46
Merrill Lynch Edge Select Portfolio, ConservativeFree2.42-9.763.095.82-9.760.10%2.21
FPL Capital Management Portfolio 10Free-0.2-13.091.865.8-13.090.05%2.59
Peter Mallouk’s I Have More Money Than I Will Ever Need and I Want It to Grow with Minimal Volatility1.24-13.552.355.79-13.550.052.26
PWL Capital Nancy And Her Team (US), CautiousFree5.42-13.074.555.77-16.820.05%2.08
7-Twelve Portfolio Age Based 60-70 by Craig IsraelsenFree3.02-5.243.215.76-13.040.15%2.11
Robo Advisor WiseBanyan 13% stocksFree1.24-9.932.255.75-9.930.07%2.85
PWL Capital Passmore & Felix (CA), 40/60Free4.75-13.434.175.75-13.430.06%2.18
Robo Advisor Betterment 2020 Retirement 20% StocksComing soon!2.01-8.162.895.73-8.160.07%2.54
Robo Advisor Betterment 20Free2.05-8.662.55.71-8.660.07%2.18
Assetbuilder.com Portfolio 5Free0.86-12.022.235.68-12.020.11%2.09
T. Rowe Price ActivePlus Portfolio, Model 10Free1.3-11.632.255.67-11.630.04%2.56
Index Fund Advisors, Portfolio 30Free2.35-10.323.185.66-10.320.09%1.97
William Bernstein Sheltered Sam 10/90Free1.44-5.312.275.64-7.210.06%3.84
Dan Solin The Smartest ETF Portfolio, Medium-Low RiskFree5.18-9.523.835.6-12.980.06%1.65
PWL Capital Nancy And Her Team (CA), CautiousFree4.47-11.423.995.54-16.360.06%2.23
Robo Advisor Fidelity GO Tax-advantaged ConservativeFree2.01-10.552.845.45-10.550.05%1.98
William Bernstein Taxable Ted 10/90Free1.09-9.122.345.4-9.120.06%2.08
SoFi Model Portfolios Retirement ConservativeFree-0.54-11.931.15.28-13.30.06%2.67
Robo Advisor Fidelity GO Taxable ConservativeFree2.63-8.03.315.23-8.00.06%1.78
PWL Capital Nancy And Her Team (US), ConservativeFree4.14-12.113.715.22-13.190.05%2.08
Dan Solin SuperSmart Portfolio, Low RiskFree1.27-6.012.285.21-6.010.07%1.57
David Booth (DFA) Conservative PortfolioFree1.43-11.062.435.2-11.060.08%2.03
Robo Advisor Betterment 2020 Taxable 10% StocksComing soon!0.84-7.741.815.13-7.740.06%2.37
Schwab Managed Portfolio, Conservative IncomeFree0.06-8.151.575.11-8.150.10%3.32
William Bernstein Sheltered Sam 100% BondsFree0.79-4.561.435.11-4.560.05%3.99
Axos Invest 0% StocksComing soon!-0.04-8.391.245.11-8.720.07%2.89
Dimensional Fund Advisors Model Portfolios 20% Stocks ConservativeFree1.61-10.842.395.1-10.840.08%2.01
PWL Capital Nancy And Her Team (CA), ConservativeFree3.43-10.883.285.04-12.840.06%2.2
Robo Advisor Betterment 2020 Retirement 10% StocksComing soon!1.0-6.571.945.02-6.570.06%2.29
Index Fund Advisors, Portfolio 20Free1.58-9.82.344.94-9.80.08%1.9
William Bernstein Taxable Ted 100% BondsFree-0.01-8.041.494.87-8.270.06%2.08
Robo Advisor Betterment 10Free0.96-6.441.634.85-6.440.06%1.84
7-Twelve Portfolio Age Based 70 Plus by Craig IsraelsenFree2.05-3.032.44.79-8.00.15%1.97
Allan Roth Second Grader Low Risk with CDs PortfolioFree4.26-4.483.544.77-10.340.11%1.82
Dan Solin The Smartest ETF Portfolio, Low RiskFree2.44-6.692.244.76-6.690.06%1.49
SoFi Model Portfolios Taxable ConservativeFree0.27-7.41.694.7-7.40.06%2.16
Index Fund Advisors, Portfolio 10Free0.82-9.291.494.19-9.290.07%1.82
Robo Advisor Betterment 0Free-0.14-4.210.753.96-4.790.05%1.49
David Booth (DFA) Fixed Income PortfolioFree-0.1-10.450.643.78-12.220.06%1.88
Robo Advisor Betterment 2020 Taxable 0% StocksComing soon!-0.29-3.860.593.78-4.440.05%1.34
Robo Advisor Betterment 2020 Retirement 0% StocksComing soon!-0.29-3.860.593.78-4.440.05%1.34
Dimensional Fund Advisors Model Portfolios 0% Stocks FixedFree-0.1-10.450.643.78-12.220.06%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.