All Asset Allocation Strategies

Filter by risk level, number of asset classes, or rebalancing frequency. Select 2 to 5 strategies to compare their historical performance side by side.

Risk level

Rebalancing

# of assets

13 of 13 strategies

60/40 Portfolio

balanced

2 asset classes · annual rebalancing

1-year return+11.0%

Permanent Portfolio (Harry Browne)

conservative

4 asset classes · annual rebalancing

1-year return+10.2%

All Weather Portfolio (Ray Dalio)

conservative

5 asset classes · annual rebalancing

1-year return+9.3%

Golden Butterfly Portfolio

balanced

5 asset classes · annual rebalancing

1-year return+11.7%

Three-Fund Portfolio (Bogleheads)

balanced

3 asset classes · annual rebalancing

1-year return+12.3%

Yale Endowment Portfolio (David Swensen)

balanced

6 asset classes · annual rebalancing

1-year return+12.9%

Ivy Portfolio (Mebane Faber)

balanced

5 asset classes · annual rebalancing

1-year return+15.1%

Core Four Portfolio (Rick Ferri)

aggressive

4 asset classes · annual rebalancing

1-year return+14.9%

Coffeehouse Portfolio (Bill Schultheis)

balanced

7 asset classes · annual rebalancing

1-year return+12.5%

No-Brainer Portfolio (William Bernstein)

balanced

4 asset classes · annual rebalancing

1-year return+16.8%

Larry Portfolio (Larry Swedroe)

conservative

2 asset classes · annual rebalancing

1-year return+6.9%

Warren Buffett Portfolio

aggressive

2 asset classes · annual rebalancing

1-year return+15.2%

80/20 Portfolio

aggressive

2 asset classes · annual rebalancing

1-year return+13.9%