Compare Portfolios

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

Buy and Hold
CAGR
8.9%
Max DD
-44.4%
Sharpe
0.41

Allocations

Core Four Portfolio by Rick Ferri
US Total Stock Market48%
International Equity24%
US Aggregate Bond Index20%
US Real Estate8%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1992.

Core Four Portfolio by Rick Ferri