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Portfolio Configuration
Time Period
1 Month
3 Months
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1 Year
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3 Years
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End Date
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Portfolio
Custom: Tickers
Custom: Asset Classes
S&P 500
Classic 60-40
Classic 40-60
Couch Potato
International Balanced
Ivy Portfolio
No Brainer Portfolio
Permanent Portfolio
Comp 1
Comp 2
Comp 3
Benchmark
Custom Portfolio
Ticker 1
%
Ticker 2
%
Ticker 3
%
Ticker 4
%
Ticker 5
%
Ticker 6
%
Ticker 7
%
Ticker 8
%
Ticker 9
%
Ticker 10
%
Custom Portfolio
Asset Class 1
- None -
US Total Stock Market (SPY)
US Large Cap (VV)
US Mid Cap (VO)
US Small Cap (VB)
Intl Developed Market (VEA)
Emerging Markets (VWO)
US Total Bond Market (BND)
US Long-Term Treasury (VGLT)
US Intermediate-Term Treasury (VGIT)
US Short-Term Treasury (VGSH)
US Inflation-Protected Bonds (TIP)
International Total Bond Market (BNDX)
Cash (BIL)
REIT (VNQ)
Energy (IVE)
Gold (GLD)
Commodities (CMCAX)
Multi-Strategy (MAPSA)
%
Asset Class 2
- None -
US Total Stock Market (SPY)
US Large Cap (VV)
US Mid Cap (VO)
US Small Cap (VB)
Intl Developed Market (VEA)
Emerging Markets (VWO)
US Total Bond Market (BND)
US Long-Term Treasury (VGLT)
US Intermediate-Term Treasury (VGIT)
US Short-Term Treasury (VGSH)
US Inflation-Protected Bonds (TIP)
International Total Bond Market (BNDX)
Cash (BIL)
REIT (VNQ)
Energy (IVE)
Gold (GLD)
Commodities (CMCAX)
Multi-Strategy (MAPSA)
%
Asset Class 3
- None -
US Total Stock Market (SPY)
US Large Cap (VV)
US Mid Cap (VO)
US Small Cap (VB)
Intl Developed Market (VEA)
Emerging Markets (VWO)
US Total Bond Market (BND)
US Long-Term Treasury (VGLT)
US Intermediate-Term Treasury (VGIT)
US Short-Term Treasury (VGSH)
US Inflation-Protected Bonds (TIP)
International Total Bond Market (BNDX)
Cash (BIL)
REIT (VNQ)
Energy (IVE)
Gold (GLD)
Commodities (CMCAX)
Multi-Strategy (MAPSA)
%
Asset Class 4
- None -
US Total Stock Market (SPY)
US Large Cap (VV)
US Mid Cap (VO)
US Small Cap (VB)
Intl Developed Market (VEA)
Emerging Markets (VWO)
US Total Bond Market (BND)
US Long-Term Treasury (VGLT)
US Intermediate-Term Treasury (VGIT)
US Short-Term Treasury (VGSH)
US Inflation-Protected Bonds (TIP)
International Total Bond Market (BNDX)
Cash (BIL)
REIT (VNQ)
Energy (IVE)
Gold (GLD)
Commodities (CMCAX)
Multi-Strategy (MAPSA)
%
Asset Class 5
- None -
US Total Stock Market (SPY)
US Large Cap (VV)
US Mid Cap (VO)
US Small Cap (VB)
Intl Developed Market (VEA)
Emerging Markets (VWO)
US Total Bond Market (BND)
US Long-Term Treasury (VGLT)
US Intermediate-Term Treasury (VGIT)
US Short-Term Treasury (VGSH)
US Inflation-Protected Bonds (TIP)
International Total Bond Market (BNDX)
Cash (BIL)
REIT (VNQ)
Energy (IVE)
Gold (GLD)
Commodities (CMCAX)
Multi-Strategy (MAPSA)
%
Asset Class 6
- None -
US Total Stock Market (SPY)
US Large Cap (VV)
US Mid Cap (VO)
US Small Cap (VB)
Intl Developed Market (VEA)
Emerging Markets (VWO)
US Total Bond Market (BND)
US Long-Term Treasury (VGLT)
US Intermediate-Term Treasury (VGIT)
US Short-Term Treasury (VGSH)
US Inflation-Protected Bonds (TIP)
International Total Bond Market (BNDX)
Cash (BIL)
REIT (VNQ)
Energy (IVE)
Gold (GLD)
Commodities (CMCAX)
Multi-Strategy (MAPSA)
%
Asset Class 7
- None -
US Total Stock Market (SPY)
US Large Cap (VV)
US Mid Cap (VO)
US Small Cap (VB)
Intl Developed Market (VEA)
Emerging Markets (VWO)
US Total Bond Market (BND)
US Long-Term Treasury (VGLT)
US Intermediate-Term Treasury (VGIT)
US Short-Term Treasury (VGSH)
US Inflation-Protected Bonds (TIP)
International Total Bond Market (BNDX)
Cash (BIL)
REIT (VNQ)
Energy (IVE)
Gold (GLD)
Commodities (CMCAX)
Multi-Strategy (MAPSA)
%
Asset Class 8
- None -
US Total Stock Market (SPY)
US Large Cap (VV)
US Mid Cap (VO)
US Small Cap (VB)
Intl Developed Market (VEA)
Emerging Markets (VWO)
US Total Bond Market (BND)
US Long-Term Treasury (VGLT)
US Intermediate-Term Treasury (VGIT)
US Short-Term Treasury (VGSH)
US Inflation-Protected Bonds (TIP)
International Total Bond Market (BNDX)
Cash (BIL)
REIT (VNQ)
Energy (IVE)
Gold (GLD)
Commodities (CMCAX)
Multi-Strategy (MAPSA)
%
Asset Class 9
- None -
US Total Stock Market (SPY)
US Large Cap (VV)
US Mid Cap (VO)
US Small Cap (VB)
Intl Developed Market (VEA)
Emerging Markets (VWO)
US Total Bond Market (BND)
US Long-Term Treasury (VGLT)
US Intermediate-Term Treasury (VGIT)
US Short-Term Treasury (VGSH)
US Inflation-Protected Bonds (TIP)
International Total Bond Market (BNDX)
Cash (BIL)
REIT (VNQ)
Energy (IVE)
Gold (GLD)
Commodities (CMCAX)
Multi-Strategy (MAPSA)
%
Asset Class 10
- None -
US Total Stock Market (SPY)
US Large Cap (VV)
US Mid Cap (VO)
US Small Cap (VB)
Intl Developed Market (VEA)
Emerging Markets (VWO)
US Total Bond Market (BND)
US Long-Term Treasury (VGLT)
US Intermediate-Term Treasury (VGIT)
US Short-Term Treasury (VGSH)
US Inflation-Protected Bonds (TIP)
International Total Bond Market (BNDX)
Cash (BIL)
REIT (VNQ)
Energy (IVE)
Gold (GLD)
Commodities (CMCAX)
Multi-Strategy (MAPSA)
%
Run Analysis
