Compare Portfolios

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

Tactical
CAGR
11.0%
Max DD
-10.6%
Sharpe
0.74

Allocations

Kipnis Defensive Adaptive Asset Allocation
Intermediate-Term Treasury Bond27.1%
US Large-Cap Blend14.6%
Cash14.3%
US Real Estate8.3%
International Real Estate5.8%
European Equity5.7%
Broad Commodities5.4%
Long-Term Treasury Bond5.4%
Gold5.2%
Emerging Markets Equity5.1%
Japan Equity3.2%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1989.

Kipnis Defensive Adaptive Asset Allocation