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In the same way that a recipe combines a few basic ingredients into a well-prepared meal, a portfolio is a collection of index funds intelligently mixed in the right proportions. Here you can study the real-world performance of popular asset allocations in both good times and bad, compare the results to your own portfolio ideas, and learn about the true investing experience beyond simple averages.

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Portfolios

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Comparisons


Rank the portfolios and compare them to your own asset allocation.

PORTFOLIO MATRIX

PORTFOLIO MATRIX

RISK AND RETURN

RISK AND RETURN


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Popular Portfolios


Well-known options recommended by experienced investors.

7Twelve Portfolio by Craig Israelsen

7Twelve Portfolio

All Seasons Portfolio by Ray Dalio

All Seasons Portfolio

Classic 60-40 Portfolio by John Bogle

Classic 60-40

The Coffeehouse Portfolio by Bill Schultheis

Coffeehouse Portfolio

The Rick Ferri Core-4 Portfolio

Core Four Portfolio

The Global Market Portfolio

Global Market Portfolio

The Golden Butterfly Portfolio by Portfolio Charts

Golden Butterfly

The Ideal Index Portfolio by Frank Armstrong

Ideal Index Portfolio

The Ivy Portfolio by Mebane Faber

Ivy Portfolio

The Larry Portfolio by Larry Swedroe

Larry Portfolio

The Merriman Ultimate Portfolio by Paul Merriman

Merriman Ultimate

The No-Brainer Portfolio by William Bernstein

No-Brainer Portfolio

Permanent Portfolio by Harry Browne

Permanent Portfolio

The Pinwheel Portfolio by Tyler

Pinwheel Portfolio

The Sandwich Portfolio by Bob Clyatt

Sandwich Portfolio

The Swensen Portfolio by David Swensen

Swensen Portfolio

The Three-Fund Portfolio by Taylor Larimore

Three-Fund Portfolio

The Total Stock Market Portfolio

Total Stock Market

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PORTFOLIO FINDER

PORTFOLIO FINDER

The Portfolio Finder calculates the risk and return of thousands of possible asset combinations to find the options that most efficiently meet your needs.

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