Compare Portfolios

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

Tactical
CAGR
12.9%
Max DD
-26.0%
Sharpe
0.60

Allocations

Ivy Portfolio - Rotation
US Real Estate32.4%
US Total Stock Market26.2%
International Equity18.5%
Broad Commodities14.9%
US Aggregate Bond Index8%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1993.

Ivy Portfolio - Rotation