Famous portfolios
What each one holds and how it behaved over the long run, after inflation.
| Portfolio | History from | Per year | Volatility | Worst drop |
|---|---|---|---|---|
| All US stocks | 1926 | 7.2% | 18.4% | -79.2% |
| Buffett 90/10 | 1926 | 6.7% | 16.5% | -72.9% |
| 80/20 stocks and bonds | 1926 | 6.5% | 14.7% | -65.3% |
| Graham 75/25 | 1926 | 6.3% | 13.8% | -61.2% |
| 60/40 stocks and bonds | 1926 | 5.6% | 11.2% | -47.4% |
| 60/40 with a value tilt | 1926 | 7.9% | 15.9% | -53.4% |
| Graham 50/50 | 1926 | 5.1% | 9.6% | -36.9% |
| 40/60 stocks and bonds | 1926 | 4.5% | 8.2% | -35.4% |
| Graham 25/75 | 1926 | 3.5% | 6.4% | -38.0% |
| 20/80 stocks and bonds | 1926 | 3.2% | 6.0% | -38.9% |
| Swedroe Larry portfolio | 1926 | 5.6% | 10.1% | -27.7% |
| Barbell 90/10 | 1926 | 1.9% | 3.8% | -28.0% |
| Bernstein No-Brainer | 1990 | 6.0% | 11.5% | -38.5% |
| US, international and bonds | 1990 | 5.5% | 11.6% | -41.7% |
| Permanent Portfolio | 1926 | 3.7% | 6.3% | -25.9% |
| Golden Butterfly | 1926 | 5.8% | 10.0% | -30.8% |
| Stocks and gold 80/20 | 1926 | 6.9% | 14.9% | -64.8% |
| Gold only | 1926 | 2.4% | 13.9% | -83.1% |
| Dalio All Seasons | 1960 | 4.1% | 6.0% | -21.9% |
| Balanced 65/35 (Wellington style) | 1926 | 5.8% | 12.1% | -52.3% |
| Income 35/65 (Wellesley style) | 1926 | 4.2% | 7.5% | -36.2% |
| Collins 75/25 | 1926 | 6.3% | 13.8% | -61.2% |
| Norway fund 70/30 | 1926 | 6.1% | 12.9% | -56.9% |
| NZ Super 80/20 | 1926 | 6.5% | 14.7% | -65.3% |
| GIC Singapore 65/35 | 1926 | 5.8% | 12.1% | -52.3% |
| US small value only | 1926 | 10.9% | 27.9% | -85.9% |
| US 10-year bonds only | 1926 | 1.6% | 5.9% | -58.0% |
| Treasury bills only | 1926 | 0.3% | 1.8% | -48.7% |
Returns after US inflation, in US dollars, rebalanced yearly, before tax and fund costs. Past results are not a promise about the future, and nothing here is investment advice. Compare them in the backtest tool.