Compare Portfolios

Select up to 4 portfolios to compare stats, allocations, and historical growth side-by-side.

Buy and Hold
CAGR
7.4%
Max DD
-36.5%
Sharpe
0.32

Allocations

7Twelve Portfolio
US Mid-Cap Blend8.34%
US Small-Cap Blend8.34%
US Real Estate8.34%
US Large-Cap Blend8.34%
Inflation-Protected Bond8.33%
Cash8.33%
Broad Commodities8.33%
Global Bond Index8.33%
Global Natural Resources8.33%
Emerging Markets Equity8.33%
International Developed Equity8.33%
Intermediate-Term Treasury Bond8.33%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1995.

7Twelve Portfolio