Rob Arnott Portfolio Details The Rob Arnott Portfolio has a similar profile to the All Weather portfolio in that it is trying to minimize volatility and risk while maximizing returns. This leads to an overweighting in bonds compared to equities. Rob Arnott is the founder and chairman of Research Affiliates....
Core Four Portfolio by Rick Ferri
Core Four Portfolio by Rick Ferri Details The Core Four Portfolio was developed by Rick Ferri and profiled on his Core-4 website. This is a backtest of the Aggressive Growth version of the Classic Core-4 portfolio. Rick Ferri is a financial analyst, investment adviser, and author of books such as All...
Pinwheel Portfolio
Pinwheel Portfolio Details The Pinwheel Portfolio was created by Tyler at Portfolio Charts. The portfolio is designed to display what combining the four main asset types into a simple allocation can do. It implements a 60/40 split, but places 60% in conventional assets and 40% in performance enhancing assets. The portfolio...
Ultimate Buy and Hold – Portfolio 7 by Paul Merriman
Ultimate Buy and Hold - Portfolio 7 by Paul Merriman Details The Ultimate Buy and Hold – Portfolio 7 was developed by Paul Merriman and profiled on his website. Merriman is an author, financial educator, and founder of Merriman, LLC. He is a strong supporter of value stocks and Portfolio 7 is a...
Ultimate Buy and Hold – Portfolio 8 by Paul Merriman
Ultimate Buy and Hold - Portfolio 8 by Paul Merriman Details The Ultimate Buy and Hold - Portfolio 8 was developed by Paul Merriman and profiled on his website. Merriman is an author, financial educator, and founder of Merriman, LLC. He is a strong supporter of value stocks and Portfolio 8 is...
Ivy Portfolio – Rotation
Ivy Portfolio - Rotation Details The Ivy Portfolio – Rotation is a tactical version of the standard Ivy Portfolio. Both were created by Meb Faber and profiled in his book The Ivy Portfolio. Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. The Ivy Portfolio is designed to mimic...
Ivy Portfolio – Timing
Ivy Portfolio - Timing Details The Ivy Portfolio - Timing is a tactical version of the standard Ivy Portfolio. Both were created by Meb Faber and profiled in his book The Ivy Portfolio. Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. The Ivy Portfolio is designed to...
Ivy Portfolio by Meb Faber
Ivy Portfolio by Meb Faber Details The Ivy Portfolio was created by Meb Faber and profiled in his book The Ivy Portfolio. Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. The Ivy Portfolio is designed to mimic the investment strategies of highly successful Harvard and Yale endowments....