Compare Portfolios

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

Buy and Hold
CAGR
9.8%
Max DD
-55.8%
Sharpe
0.39

Allocations

Big Rocks Highly Aggressive Portfolio by Larry Swedroe
US Large-Cap Blend15%
US Large-Cap Blend Value15%
US Small-Cap Blend15%
US Small-Cap Value15%
International Developed Value10%
US Real Estate10%
International Developed Equity5%
International Small-Cap Blend5%
Emerging Markets Equity5%
International Small-Cap Value5%

Growth of $10,000

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

Big Rocks Highly Aggressive Portfolio by Larry Swedroe