Portfolio Families
RecipeInvesting rebalances and tracks the performance of a wide range of ETF and mutual fund portfolios. Many of the Portfolio Recipes tracked by RecipeInvesting.com have common themes or asset allocation algorithms, so we can group the related Portfolio Recipes into Portfolio Families. We have included a description of several Portfolio Families so that you can compare the related Portfolio Recipes and better understand the underlying investing approach.
Adaptive Allocation Portfolios
These portfolios aim to optimize risk-adjusted returns by dynamically adjusting asset allocations in response to changing market conditions. Learn more..
- Adaptive Allocation A Portfolio (t.aaaa)
- Adaptive Allocation B Portfolio (t.aaab)
- Adaptive Allocation C Portfolio (t.aaac)
- Adaptive Allocation D Portfolio (t.aaad)
- Adaptive Allocation E Portfolio (t.aaae)
- Adaptive Allocation F Portfolio (t.aaaf)
Balanced Portfolios
The goal of these portfolios is to offer investors a balanced, easy-to-manage investment strategy by combining equities with fixed income or other asset classes. Learn more..
- Couch Potato: Scott Burns Portfolio (s.couc)
- ETF Moderate Portfolio (s.mode)
- Safe Haven Portfolio (s.have)
- Strategic 50-50 Portfolio (s.5050)
- Strategic 60-40 Portfolio (s.6040)
- Strategic 70-30 Portfolio (s.7030)
Famous Investor Portfolios
The goal of these portfolios is to offer an uncomplicated, do-it-yourself investment strategy based on a fixed allocation model. Learn more..
- Ben Stein inspired Portfolio (s.bens)
- David Swensen inspired Portfolio (s.swen)
- Harry Browne inspired Portfolio (s.brow)
- Ray Dalio inspired Portfolio (s.dali)
- Permanent Plus Portfolio (s.plus)
- 7Twelve Israelson Portfolio (s.712)
Lazy Portfolios
These portfolios are designed to provide long-term growth with minimal maintenance. They aim to simplify investing by using a fixed, strategic allocation of assets, allowing investors to implement a "set it and forget it" approach while maintaining broad diversification. Learn more..
- Lazy: Aronson Portfolio (s.aron)
- Lazy: Coffeehouse Portfolio (s.coff)
- Lazy: Margaritaville Portfolio (s.marg)
- Lazy: No Brainer Portfolio (s.nobr)
- Lazy: Second Grader Portfolio (s.seco)
- Lazy: Smart Money Portfolio (s.smar)
- Lazy: Ultimate Buy & Hold Portfolio (s.buyh)
- Lazy: Yale Unconventional Portfolio (s.yale)
Mebane Faber Portfolios
These portfolios aim to leverage relative strength and momentum strategies to optimize asset allocation and enhance returns. Learn more..
- Faber Rel Strength: Top 1 Portfolio (t.frs1)
- Faber Rel Strength: Top 2 Portfolio (t.frs2)
- Faber Rel Strength: Top 3 Portfolio (t.frs3)
- Faber Rel Strength: Top 4 Portfolio (t.frs4)
Minimum Correlation Portfolios
These portfolios have the objective of minimizing the correlation between asset classes to reduce overall portfolio volatility while maximizing potential returns. Learn more..
- Minimum Correlation Portfolio (t.coco)
- Minimum Correlation A Portfolio (t.mca1)
- Minimum Correlation B Portfolio (t.mca2)
Minimum Risk Portfolios
These portfolios aim to minimize risk while optimizing returns, focusing on managing various risk metrics such as volatility, drawdown, or conditional value at risk (CvaR). Learn more..
- Minimum Downside Deviation Portfolio (t.risd)
- Minimum CdaR Portfolio (t.cdar)
- Minimum CvaR Portfolio (t.cvar)
- Minimum Downside MAD Portfolio (t.madd)
- Minimum Drawdown Portfolio (t.loss)
- Minimum Mean Abs Deviation Portfolio (t.madm)
- Minimum Variance A Portfolio (t.mvar)
- Minimum Variance B Portfolio (t.mva2)
- Minimum Variance C Portfolio (t.mva3)
Risk Parity Portfolios
These portfolios have the objective of balancing risk across different asset classes by dynamically adjusting allocations to minimize overall portfolio volatility. Learn more..
- Risk Parity Portfolio A Portfolio (t.rpba)
- Risk Parity Portfolio B Portfolio (t.rsop)
- Risk Parity With Cluster Portfolio (t.rpcl)
Sector Rotation Portfolios
These portfolios aim to capitalize on the cyclical nature of different sectors by dynamically adjusting their allocations based on recent sector performance. Learn more..
- Quartile Sector Rotation Portfolio (t.srqr)
- Rel Strength Sector Rotation Portfolio (t.srrs)
- Top 3 Sector Rotation Portfolio (t.srt3)
- Top 5 Sector Rotation Portfolio (t.srt5)
Sharpe & Sortino Portfolios
These portfolios have the objective of maximizing risk-adjusted returns by utilizing dynamic asset allocation strategies. Learn more..
Talmud Portfolios
These Talmud portfolios aim to provide a diversified, balanced approach to long-term wealth preservation and growth. Learn more..
- Talmud Broad Market Portfolio (s.talb)
- Talmud Dividend Equities Portfolio (s.talm)
- Talmud Equities and Gold Portfolio (s.talg)
- Talmud with Blue Chip Portfolio (s.talc)
- Talmud with Small Cap Portfolio (s.tals)
Target Risk Portfolios
These portfolios have the objective of achieving a specific target return or managing risk at a predetermined level. Learn more..