The portfolios and factors are user generated and not verified. Portfolio and factor names, specifications, and descriptions do not represent the views of PortfolioTree LLC. Reports are provided for informational purposes only. Use your own judgement and consult a professional before making any investment decisions.

Name Benchmark Returns Start Returns End Policy
Algorithm
Rebalancing
Interval
Number of Assets Backtest Error
20/80 Portfolio iShares Core U.S. Aggregate Bond ETF (AGG) 2008-03-31 2024-03-01 Constant Weights Monthly 3
Accumulation Portfolio SPDR S&P 500 ETF Trust (SPY) 2017-11-10 2024-02-29 Constant Weights Quarterly 3
Accumulator's Inflation-Hedged Portfolio SPDR Portfolio MSCI Global Stock Market ETF (SPGM) 2014-11-10 2024-02-29 Constant Weights Quarterly 8
Bitcoin iShares Russell 3000 ETF (IWV) 2016-05-05 2022-10-28 Equal Risk Contribution Daily 4
Capital Efficient Portfolio US 60/40 2018-08-03 2024-02-29 Constant Weights Quarterly 2
Diversified Risk-Off Portfolio Cambria Tail Risk ETF (TAIL) 2011-10-05 2024-03-01 Equal Weights Quarterly 2
Dragon Portfolio 20/80 Portfolio 2012-10-05 2024-02-29 Equal Weights Quarterly 5
Equity Factor Portfolio iShares Russell 3000 ETF (IWV) 2018-02-16 2024-03-01 Equal Weights Quarterly 4
FAANG Technology Select Sector SPDR ETF (XLK) 2014-03-28 2024-03-01 Equal Weights Monthly 5
Four Quadrant Portfolio Simple 60/40 2017-07-11 2024-03-01 Equal Risk Contribution Quarterly 4
Global Market Portfolio Simple 60/40 2013-06-05 2024-03-01 Constant Weights Annually 9
Golden Butterfly Simple 60/40 2018-06-27 2024-03-01 Equal Weights Quarterly 5
Levered Dragon Simple 60/40 2015-01-23 2024-02-29 Equal Inverse Volatility Quarterly 5
Levered Risk Parity SPDR S&P 500 ETF Trust (SPY) 2017-11-10 2024-03-01 Equal Risk Contribution Quarterly 3
Levered Seasons SPDR S&P 500 ETF Trust (SPY) 2018-06-27 2024-03-01 Constant Weights Quarterly 6
Long Volatility Cambria Tail Risk ETF (TAIL) 2012-10-05 2024-03-01 Equal Risk Contribution Quarterly 2
Magnificent Seven Invesco QQQ Trust Series 1 (QQQ) 2012-05-21 2024-03-01 Equal Weights Quarterly 7
Managed Futures Mutual Funds iShares 1-3 Year Treasury Bond ETF (SHY) 2018-01-04 2024-02-29 Equal Inverse Volatility Quarterly 9
Octane Portfolio ISHARES MSCI ACWI ETF (ACWI) 2014-09-09 2024-03-01 Equal Inverse Volatility Monthly 6
RPC Growth SPDR S&P 500 ETF Trust (SPY) 2019-11-25 2024-03-01 Constant Weights Quarterly 9
RPC Income SPDR S&P 500 ETF Trust (SPY) 2018-06-27 2024-03-01 Constant Weights Quarterly 10
RPC Stability SPDR S&P 500 ETF Trust (SPY) 2021-09-14 2024-03-01 Equal Weights Quarterly 10
Ray Dalio's All Weather Portfolio Simple 60/40 2007-01-12 2024-03-01 Constant Weights Quarterly 5
ReSolve Return Stacked 60-40 US 60/40 2020-09-08 2024-02-29 Constant Weights Quarterly 8
Risk Parity Simple 60/40 2017-06-16 2024-03-01 Equal Risk Contribution Quarterly 3
Risk Parity with Vol BlackRock Gwth Ptf Institutional (BIGPX) 2017-11-10 2024-03-01 Constant Weights Monthly 2
Short SXVY & UVXY SPDR S&P 500 ETF Trust (SPY) 2011-10-05 2024-03-01 Constant Weights Weekly 3
Simple 60/40 BlackRock Gwth Ptf Institutional (BIGPX) 2008-03-31 2024-03-01 Constant Weights Quarterly 2
Synthetic R1000 Value iShares Russell 1000 Value ETF (IWD) 2002-07-29 2024-03-01 Constant Weights Daily 3
29 portfolios listed.