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Why M1 Finance
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Personas
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Early Saver
Up and Coming
Family Time
Retiring Soon
Retired
Timeline...
1-4 Years
5-9 Years
10+ Years
Risk Level...
Allocation Type
Buy and Hold
Tactical
Robo-Advisor
Trade Frequency
Daily
Monthly
Static
Sharpe Ratio
0.00 — 0.25
0.25 — 0.50
0.50 — 0.75
0.75 — 1.00
1.00 — 1.25
Max Drawdown
-58.0
%
—
-8.0
%
Rolling Returns
3Y RR Low > 0
5Y RR Low > 0
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Annual Return: High to Low
Annual Return: Low to High
Sharpe Ratio: High to Low
Sharpe Ratio: Low to High
Max Drawdown: High to Low
Max Drawdown: Low to High
Personas
Choose Your Persona...
Early Saver
Up and Coming
Family Time
Retiring Soon
Retired
Timeline...
1-4 Years
5-9 Years
10+ Years
Risk Level...
Allocation Type
Buy and Hold
Tactical
Robo-Advisor
Trade Frequency
Daily
Monthly
Static
Sharpe Ratio
0.00 — 0.25
(
0
)
0.25 — 0.50
(
0
)
0.50 — 0.75
(
0
)
0.75 — 1.00
(
0
)
1.00 — 1.25
(
0
)
Max Drawdown
-58.0
%
—
-8.0
%
Rolling Returns
3Y RR Low > 0
5Y RR Low > 0
Sort...
Annual Return: High to Low
Annual Return: Low to High
Sharpe Ratio: High to Low
Sharpe Ratio: Low to High
Max Drawdown: High to Low
Max Drawdown: Low to High
Rob Arnott Portfolio
CAGR:
6.1%
Max DD:
-23.2%
Sharpe:
0.58
Trade Freq:
Static
Core Four Portfolio by Rick Ferri
CAGR:
8.3%
Max DD:
-44.4%
Sharpe:
0.54
Trade Freq:
Static
Pinwheel Portfolio
CAGR:
7.9%
Max DD:
-36.6%
Sharpe:
0.57
Trade Freq:
Static
Ultimate Buy and Hold - Portfolio 7 by Paul Merriman
CAGR:
8.6%
Max DD:
-57.6%
Sharpe:
0.46
Trade Freq:
Static
Ultimate Buy and Hold - Portfolio 8 by Paul Merriman
CAGR:
8.6%
Max DD:
-57.4%
Sharpe:
0.45
Trade Freq:
Static
Ivy Portfolio - Rotation
CAGR:
13.1%
Max DD:
-26.0%
Sharpe:
0.76
Trade Freq:
Monthly
Ivy Portfolio - Timing
CAGR:
7.1%
Max DD:
-13.1%
Sharpe:
0.74
Trade Freq:
Monthly
Ivy Portfolio by Meb Faber
CAGR:
7.0%
Max DD:
-44.4%
Sharpe:
0.47
Trade Freq:
Static
