Ten widely validated asset-allocation templates — from the simple 60/40 to endowment-style mixes — with one-click composition and performance since 1972.
Ray Dalio · A simplified Bridgewater All Weather: risk balanced across growth, inflation, recession and deflation.
Unified backtest from July 1972, annual rebalancing
| Portfolio | Author / school | CAGR | Volatility | Sharpe | Max drawdown | Assets |
|---|---|---|---|---|---|---|
| Classic 60/40 | Traditional stock-bond balance | — | — | — | — | 2 |
| Three-Fund Portfolio | Bogleheads | — | — | — | — | 3 |
| All Weatherviewing | Ray Dalio | — | — | — | — | 5 |
| Core Four | Rick Ferri | — | — | — | — | 4 |
| No Brainer | Scott Burns | — | — | — | — | 4 |
| Permanent Portfolio | Harry Browne | — | — | — | — | 4 |
| Ivy Portfolio | Meb Faber | — | — | — | — | 5 |
| Coffeehouse | Bill Schultheis | — | — | — | — | 6 |
| Yale Endowment (simplified) | David Swensen | — | — | — | — | 6 |
| Golden Butterfly | Tyler | — | — | — | — | 5 |
| Swedroe Simple Portfolio | Larry Swedroe | — | — | — | — | 4 |
| Marc Faber Portfolio | Marc Faber | — | — | — | — | 4 |
| Couch Potato | Scott Burns | — | — | — | — | 2 |
| Swensen Lazy Portfolio | David Swensen | — | — | — | — | 5 |