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Market Monitor - Top 5 Lazy Portfolios
Portfolio YTD 1Y 3Y
Mebane Faber Ivy Portfolio 18.12% 21.46% 14.58%
Bill Bernstein No Brainer 10.18% 17.20% 15.31%
Rick Ferri Core Four 9.91% 17.01% 16.40%
Marc Faber Portfolio 4.75% 16.06% 16.62%
Harry Browne Permanent Portfolio 3.13% 14.00% 14.25%
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Portfolio backtesting is a process of simulating an investment strategy using historical data. It can help you and test how well a portfolio would have performed in the past, and to analyse risk and return.
Create and compare different portfolio models and align investments with financial goals.
Portfolio Optimization
Model the probability of different investment outcomes and better understand the impact of risk.
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Tactical allocation models based on moving averages, momentum, market valuation, volatility targeting, or risk management strategies for improved risk-adjusted returns.
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Why consider investing in large-cap growth stocks

Why consider investing in large-cap growth stocks?

Partner Content

In the dynamic world of exchange-traded funds (ETFs), a group has carved out a legacy of capturing the attention of investors for decades. Even casual investors may be familiar with some of the most popular ETFs by their tickers alone.

Debunking three myths about QQQ

Partner Content

Nothing is ever certain in investing. There are some investment principles, though, that tend to hold true in many environments. For example, if you want higher returns, the trade-off is usually accepting more risk and volatility.

Exploring AI's impact beyond the tech giants

Partner Content

The rapid evolution of AI has captivated global attention, with prominent companies like NVIDIA and Microsoft often dominating the conversation due to their significant contributions to AI infrastructure and applications.

Where ETFs can fit in an overall investing approach

Partner Content

ETFs have become an integral part of modern investing strategies. This success isn’t a surprise because ETFs have a lot going for them: lower costs, transparency, and the ability to buy and sell during the trading day.