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 |
|---|---|---|---|---|---|---|
| 25% TQQQ + 75% KMLM | Invesco QQQ Trust Series 1 (QQQ) | 2021-03-03 | 2024-12-18 | Equal Risk Contribution | Annually | 2 |
| AVGO | SPDR S&P 500 ETF Trust (SPY) | 2009-08-07 | 2024-12-18 | Equal Weights | Annually | 1 |
| Accumulation Portfolio | SPDR S&P 500 ETF Trust (SPY) | 2017-11-10 | 2024-12-19 | Constant Weights | Quarterly | 3 |
| Accumulator's Inflation-Hedged Portfolio | SPDR Portfolio MSCI Global Stock Market ETF (SPGM) | 2014-11-10 | 2024-12-19 | Constant Weights | Quarterly | 9 |
| 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 | 2024-12-19 | Constant Weights | Quarterly | 2 |
| Diversified Risk-Off Portfolio | Cambria Tail Risk ETF (TAIL) | 2011-10-05 | 2024-12-20 | Equal Weights | Quarterly | 2 |
| Dragon Portfolio | 20/80 Portfolio | 2012-10-05 | 2024-12-19 | Equal Weights | Quarterly | 5 |
| Equity Factor Portfolio | iShares Russell 3000 ETF (IWV) | 2018-02-16 | 2024-12-20 | Equal Weights | Quarterly | 4 |
| FAANG | Technology Select Sector SPDR ETF (XLK) | 2014-03-28 | 2024-12-20 | Equal Weights | Monthly | 5 |
| Four Quadrant Portfolio | Simple 60/40 | 2017-07-11 | 2024-12-20 | Equal Risk Contribution | Quarterly | 4 |
| Global Market Portfolio | Simple 60/40 | 2013-06-05 | 2024-12-20 | Constant Weights | Annually | 9 |
| Golden Butterfly | Simple 60/40 | 2018-06-27 | 2024-12-20 | Equal Weights | Quarterly | 5 |
| Levered Dragon | Simple 60/40 | 2015-01-23 | 2024-12-19 | Equal Inverse Volatility | Quarterly | 5 |
| Levered Risk Parity | Simple 60/40 | 2017-11-10 | 2024-12-20 | Equal Risk Contribution | Quarterly | 3 |
| Levered Seasons | SPDR S&P 500 ETF Trust (SPY) | 2018-06-27 | 2024-12-20 | Constant Weights | Quarterly | 6 |
| Long Volatility | ProShares VIX Mid-Term Futures ETF (VIXM) | 2012-10-05 | 2024-12-20 | Equal Risk Contribution | Quarterly | 2 |
| Magnificent Seven | Invesco QQQ Trust Series 1 (QQQ) | 2012-05-21 | 2024-12-20 | Equal Weights | Quarterly | 7 |
| Managed Futures ETFs | IMGP DBI MANAGED FUTURES STRATEGY ETF (DBMF) | 2024-05-30 | 2024-12-20 | Equal Weights | Quarterly | 9 |
| Managed Futures Mutual Funds | ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | 2020-01-02 | 2024-05-20 | Equal Weights | Quarterly | 10 |
| O.P.T.R.A. Portfolio | 80-20 | 2023-06-30 | 2024-12-20 | Constant Weights | Annually | 5 |
| Octane Portfolio | ISHARES MSCI ACWI ETF (ACWI) | 2014-09-09 | 2024-12-20 | Equal Inverse Volatility | Monthly | 6 |
| RPC Growth | SPDR S&P 500 ETF Trust (SPY) | 2019-11-25 | 2024-12-20 | Constant Weights | Quarterly | 9 |
| RPC Income | SPDR S&P 500 ETF Trust (SPY) | 2018-06-27 | 2024-12-20 | Constant Weights | Quarterly | 10 |
| RPC Stability | SPDR S&P 500 ETF Trust (SPY) | 2021-09-14 | 2024-12-20 | Equal Weights | Quarterly | 10 |
| Ray Dalio's All Weather Portfolio | Simple 60/40 | 2007-01-12 | 2024-12-20 | Constant Weights | Quarterly | 5 |
| ReSolve Return Stacked 60-40 | US 60/40 | 2020-09-08 | 2024-07-23 | Constant Weights | Quarterly | 8 |
| Risk Parity | Simple 60/40 | 2017-06-16 | 2024-12-20 | Equal Risk Contribution | Quarterly | 3 |
| Risk Parity with Vol | BlackRock Gwth Ptf Institutional (BIGPX) | 2017-11-10 | 2024-12-20 | Constant Weights | Monthly | 2 |
| Rocketship Portfolio Index | SPDR S&P 500 ETF Trust (SPY) | 2024-02-12 | 2024-12-20 | Equal Inverse Volatility | Monthly | 3 |
| Short SXVY & UVXY | SPDR S&P 500 ETF Trust (SPY) | 2011-10-05 | 2024-12-20 | Constant Weights | Weekly | 3 |
| Simple 60/40 | BlackRock Gwth Ptf Institutional (BIGPX) | 2008-03-31 | 2024-12-20 | Constant Weights | Quarterly | 2 |
| Synthetic R1000 Value | iShares Russell 1000 Value ETF (IWD) | 2010-09-23 | 2024-12-20 | Constant Weights | Daily | 3 |
| US Small Cap Value ETFs | iShares Russell 2000 ETF (IWM) | 2022-02-25 | 2024-12-20 | Equal Weights | Quarterly | 8 |
| international | VANGUARD 500 INDEX FUND INVESTOR SHARES (VFINX) | 1999-11-02 | 2024-12-17 | Constant Weights | Annually | 3 |