United States 60/40 Portfolio Details The United States 60/40 Portfolio is the benchmark with which most portfolio's are measured against. It doesn't get more basic than this two fund asset allocation. Asset Allocation & Recommended ETFs Weight Ticker ETF Name Sector 60% SPY SPDR S&P 500 ETF Equity, U.S., Large Cap...
Betterment 50/50 Portfolio
Betterment 50/50 Portfolio Details The Betterment 50/50 Portfolio is an option provided by the Betterment Robo-Advisor that invests 50% of the portfolio in stocks and 50% of the portfolio in bonds. It's looking to achieve global diversity by investing in international stocks and bonds while mixing in value stocks as well....
Ray Dalio’s All-Weather Portfolio
Ray Dalio's All-Weather Portfolio Details The All-Weather Portfolio was developed by Ray Dalio, the founder of Bridgewater Associates. This is a simplified version based on the All Seasons Portfolio outlined in Tony Robbins' Book: MONEY Master the Game: 7 Simple Steps to Financial Freedom Asset Allocation & Recommended ETFs Weight...
Quint Switching Filtered
Quint Switching Filtered Details The Quint Switching Filtered strategy is based on the paper by Lewis A. Glenn titled Simple and Effective Market Timing with Tactical Asset Allocation Part 2 - Choices. The paper expands on the Pair Switching model he presents in an earlier version. This version expands his...
Composite Dual Momentum
Composite Dual Momentum Details Using Gary Antonacci's Dual Momentum model and based on his paper: Risk Premia Harvesting Through Dual Momentum, the Composite Dual Momentum portfolio is similar to the Permanent Portfolio. However, each 25% slice of the pie is adjusted monthly based on both absolute (a.k.a time-series) and relative (a.k.a...
Permanent Portfolio
Permanent Portfolio Details Created by investment analyst Harry Browne in the 1980s. The goal of the portfolio is to perform well regardless of the economic conditions. You can read more about it in his book Fail-Safe Investing. Asset Allocation & Recommended ETFs Weight Ticker ETF Name Sector 25% BIL SPDR Blmbg...
Coffeehouse Portfolio
Coffeehouse Portfolio Details Created by Bill Schultheis, a financial advisor and founder of Sagemark Wealth Management. After working in an investment banking firm for 11 years, he stepped away and wrote The Coffeehouse Investor. You can read more about the portfolio and his philosophy at The Coffeehouse Investor website. The portfolio...