Portfolio Atlas
Explore how different strategies allocate across assets, risk regimes and investment philosophies.
Showing 23 portfolios
A highly diversified multi-asset portfolio with 12 equally weighted sleeves across seven asset groups, designed to smooth returns across economic regimes.
A real-return focused multi-asset framework inspired by Rob Arnott and Research Affiliates, combining global beta and inflation-sensitive assets across regimes.
Bill Schultheis’s relaxed lazy portfolio, built to deliver broad diversification without turning investing into a second job.
A Coffeehouse-style lazy portfolio that keeps the classic 60/40 discipline while carving out an explicit real-estate sleeve inside the equity allocation.
A moderate Core Four variant that pairs global equities with bonds and a small REIT allocation.
A simple four-fund portfolio combining global equities, bonds and real estate exposure in a low-maintenance structure.
A diversified lazy allocation using broad equity slices, small-cap value, listed real estate and bonds.
A diversified income allocation combining dividend stocks, listed real estate, bonds and cash to avoid relying on a single yield source.
A four-sleeve lazy portfolio covering domestic equities, international equities, listed real estate and bonds.
A Frank Armstrong-style index portfolio with equity slices, international stocks, REITs and short bonds.
A market-cap-weighted portfolio representing the aggregate holdings of all investors, used as the theoretical neutral starting point for asset allocation.
An income portfolio built from global REITs, dividend stocks and bonds.
A large institutional endowment model emphasizing scale, external managers, alternatives, private equity and broad global diversification.
A slice-and-dice lazy portfolio using international stocks, short bonds, REITs and US equity tilts.
A portfolio designed to prioritize current income over maximum capital growth.
A simplified ETF-based portfolio designed to replicate endowment-style diversification using liquid assets.
A modernized Spanish household portfolio that keeps the real-estate anchor but adds cash, local bonds and global equities.
A Permanent Portfolio variant that adds a dedicated dividend and REIT income sleeve.
A retirement portfolio with bonds, TIPS, dividend stocks, REITs and gold.
A liquid retail adaptation of David Swensen’s Yale endowment philosophy, combining public equities, real estate, long bonds and inflation-linked bonds.
A Swensen-inspired endowment allocation with a larger real-estate and inflation-linked bond sleeve.
A safe-withdrawal oriented portfolio adding REITs, gold and cash to a stock-bond core.
The institutional endowment model that popularized long-horizon diversification, manager selection and heavy use of alternatives.