Portfolios Find compositions, inspect their weights, and compare on the same terms.
S&P 500 57, US aggregate bonds 37, bitcoin 3 and ether 3, the best risk-adjusted mix in a VanEck study.
Source · VanEck (Matthew Sigel et al.) · Optimal Crypto Allocation for Portfolios · 2024
Ten equity classes at 6% each, with 40% bonds split into intermediate Treasuries 20, short-term Treasuries 12 and short-term TIPS 8.
Source · Paul Merriman · Merriman Financial Education Foundation, Fine Tuning tables · 2026
An all-stock mix with 10% in each of ten equity classes: US and international large, value, small and small value, REITs and emerging markets.
Source · Paul Merriman · Merriman Financial Education Foundation, Ultimate Buy and Hold tables · 2026
S&P 500, US large-cap value, US small caps and US small-cap value at 25% each, tilting US stocks toward value and small caps.
Source · Paul Merriman · MarketWatch column · 2020
A retiree's mix of US large and small caps, international, international small and emerging stocks, intermediate bonds, international bonds, REITs and cash.
Source · Bob Clyatt · Work Less, Live More · 2005
The target allocation of the Vanguard LifeStrategy 20/80 Fund: four index funds held at 20% stocks and 80% bonds.
Source · Vanguard LifeStrategy 20/80 Fund (VASIX) · Fund target allocation (named LifeStrategy Income before 2026)
Ten slots at 10% each: US large and small caps, developed and emerging stocks, bonds, TIPS, US and international REITs, and two commodity funds.
Source · Mebane Faber and Eric Richardson · The Ivy Portfolio · 2009
US stocks, foreign stocks, bonds, REITs and commodities at 20% each: the Harvard and Yale endowment idea in five ETFs.
Source · Mebane Faber and Eric Richardson · The Ivy Portfolio · 2009
50% S&P 500 index fund and 50% US total bond market, the Couch Potato as Scott Burns first described it in 1991.
Source · Scott Burns · Newspaper column (Dallas Morning News) · 1991
US stocks 12, international stocks 6, US REITs 2 and US bonds 80: Ferri's Low-Risk level.
Source · Rick Ferri · Core-4 Portfolio · 2007
Ten assets: US large and small caps, European, Pacific and emerging stocks, short-term corporate, high-yield and TIPS bonds, REITs and gold miners.
Source · Alexander Green · The Gone Fishin' Portfolio · 2008
Nine Emerging plus international large-cap value, 10% each across ten assets.
Source · Scott Burns · Newspaper column (Dallas Morning News) · 2008
Eight Value 2 plus emerging-market stocks, a ninth each.
Source · Scott Burns · Newspaper column (Dallas Morning News) · 2008
Seven Value plus US small-cap value, an eighth each.
Source · Scott Burns · Newspaper column (Dallas Morning News) · 2008
Six building blocks plus US large-cap value, a seventh each.
Source · Scott Burns · Newspaper column (Dallas Morning News) · 2008
Four Square plus US REITs, 20% each across five assets.
Source · Scott Burns · Newspaper column (Dallas Morning News) · 2005
Five Fold plus energy stocks, a sixth each across six assets.
Source · Scott Burns · Newspaper column (Dallas Morning News) · 2005
US stocks, international stocks, TIPS and international bonds at a quarter each.
Source · Scott Burns · Newspaper column (Dallas Morning News) · 2005
Large-cap growth 21, small-cap value 21, long-term Treasuries 26, gold 16, managed futures 10 and cash 6, built to spread risk evenly.
Source · Frank Vasquez (Risk Parity Radio) · Risk Parity Radio sample portfolio · 2024
Eight assets: US large caps 15, small-cap value 10, developed stocks 15, emerging stocks 10, intermediate Treasuries 15, cash 10, REITs 15 and gold 10.
Source · Tyler (Portfolio Charts) · Portfolio Charts · 2018
Large growth, small value and low-volatility stocks at 14% each, long Treasuries 26, gold 16, global REITs 10 and cash 6: the mix before the 2024 revision.
Source · Frank Vasquez (Risk Parity Radio) · Risk Parity Radio sample portfolio · 2020
Stocks, long-term Treasuries, gold and cash at 25% each, so that one asset holds up in any economic regime.
Source · Harry Browne · Fail-Safe Investing · 1999
US large caps, US small-cap value, long-term Treasuries, short-term Treasuries and gold at 20% each: the Permanent Portfolio with a growth tilt.
Source · Tyler (Portfolio Charts) · Portfolio Charts · 2016
90% S&P 500 and 10% gold, the blend S&P Dow Jones Indices resets to each quarter.
Source · S&P Dow Jones Indices · S&P 500 and S&P GSCI Physical Gold 90/10 Blend Index
CAGR expresses the full-period return as an annual compound rate. It does not mean each year earned that rate.
Maximum drawdown is the largest peak-to-trough fall in the period. −20% means a 20% fall from a prior peak.
Sharpe measures excess return relative to volatility. Compare it using the same period and calculation conditions.
USD · dividends reinvested · monthly rebalancing · displayed weights
Returns and maximum drawdown in this list use month-end valuations. The backtest result screen measures maximum drawdown daily, including intra-month lows, so it can be larger than the list shows.
Legacy presets are unreviewed composition examples. Display order is not a recommendation or performance ranking.
Backtest allocations that meet existing disclosure rules. Registration does not mean verified performance or endorsement.
Use single-asset results as a reference when comparing portfolio mixes.