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Shared portfolios

Weights
Merriman 4-Fund ComboPaul Merriman, 2015, ElderLemonSPY 25% IVE 25% +2 more2000 to 202626 years9.0%10.6%−57.8%0.55
Buffett 90/10Warren Buffett, 2014, ElderLemonSPY 90% SHY 10%2002 to 202624 years10.7%12.7%−49.5%0.74
No-Brainer PortfolioWilliam Bernstein, 2000, ElderLemonSPY 25% IJR 25% +2 more2002 to 202624 years8.3%8.3%−43.5%0.67
Classic 60/40Convention (popularized by John Bogle and others), ElderLemonSPY 60% AGG 40%2003 to 202623 years8.3%−32.8%0.81
Conservative 40/60Convention (Wellesley Income style), ElderLemonAGG 60% SPY 40%2003 to 202623 years6.6%−21.7%0.87
Couch Potato PortfolioScott Burns, 1991, ChnkpariSPY 50% AGG 50%2003 to 202623 years7.5%7.5%−26.7%0.84
Second Grader's Starter PortfolioAllan Roth, 2009, ChnkpariVTI 60% EFA 30% +1 more2003 to 202623 years9.5%13.4%−51.2%0.66
Three-Fund PortfolioTaylor Larimore (Bogleheads), 2012, lilmonkVTI 64% AGG 20% +1 more2003 to 202623 years9.3%11.2%−45.2%0.71
Margarita PortfolioScott Burns, 2004, ElderLemonTIP 33% VTI 33% +1 more2003 to 202623 years7.5%7.3%−40.2%0.68
Coffeehouse PortfolioBill Schultheis, 1998, ElderLemonAGG 40% IVV 10% +5 more2004 to 202622 years6.8%6.8%−37.2%0.63
Core Four PortfolioRick Ferri, 2007, ElderLemonVTI 48% EFA 24% +2 more2004 to 202622 years8.5%7.7%−47.1%0.64
Ideal Index PortfolioFrank Armstrong, 2002, ElderLemonEFA 31% SHY 30% +5 more2004 to 202622 years6.6%6.6%−43.0%0.58
Swensen PortfolioDavid Swensen, 2005, ElderLemonVTI 30% VNQ 20% +4 more2004 to 202622 years7.7%7.4%−42.8%0.65
Talmud PortfolioRabbi Yitzchak (Babylonian Talmud), ElderLemonSHY 33% VNQ 33% +1 more2004 to 202622 years7.3%−43.8%0.62
Golden ButterflyTyler (Portfolio Charts), 2016, lilmonkVTI 20% IJS 20% +3 more2004 to 202622 years7.8%7.7%−19.1%0.92
Marc Faber PortfolioMarc Faber, 2015, ElderLemonVTI 25% GLD 25% +3 more2004 to 202622 years8.5%8.3%−30.8%0.80
Permanent PortfolioHarry Browne, 1987, ElderLemonSPY 25% TLT 25% +2 more2004 to 202622 years7.3%7.3%−17.9%1.03
Pinwheel PortfolioTyler (Portfolio Charts), 2018, ElderLemonVTI 15% EFA 15% +6 more2004 to 202622 years7.7%8.2%−37.8%0.67
Larry PortfolioLarry Swedroe (with Kevin Grogan), 2014, ElderLemonIEF 70% IJS 15% +2 more2005 to 202621 years4.9%3.4%−19.5%0.78
Ultimate Buy and Hold PortfolioPaul Merriman, 2007, ElderLemonIEF 20% EFA 12% +9 more2005 to 202621 years6.3%5.7%−35.4%0.62
Richer Retirement PortfolioWilliam Bengen, 2025, ElderLemonIEF 40% IVV 11% +5 more2005 to 202621 years6.7%11.9%−28.1%0.70
All WeatherRay Dalio, via Tony Robbins, 2014, ElderLemonTLT 40% VTI 30% +3 more2006 to 202621 years6.7%5.5%−23.1%0.87
Golden Ratio PortfolioFrank Vasquez (Risk Parity Radio), 2025, ElderLemonTLT 26% IVW 21% +4 more2006 to 202621 years8.3%17.8%−21.8%0.88
Ivy PortfolioMebane Faber and Eric Richardson, 2009, ElderLemonVTI 20% EFA 20% +3 more2006 to 202621 years6.6%9.4%−45.7%0.56
7Twelve PortfolioCraig Israelsen, 2008, ElderLemonAGG 8% TIP 8% +10 more2007 to 202619 years5.5%5.6%−40.3%0.49
Six Ways from SundayScott Burns, 2010, ElderLemonVTI 17% AGG 17% +4 more2007 to 202619 years5.8%7.3%−42.4%0.48
Sandwich PortfolioBob Clyatt, 2005, ElderLemonAGG 30% SPY 20% +7 more2007 to 202619 years5.9%5.9%−32.7%0.58
Global Market PortfolioRonald Doeswijk, Trevin Lam, Laurens Swinkels, 2013, ElderLemonVTI 20% LQD 19% +8 more2007 to 202619 years5.4%5.3%−29.6%0.58
Gone Fishin' PortfolioAlexander Green, 2008, ElderLemonVTI 15% IJR 15% +8 moreNot solved yet