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Blended TER
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Cost grade
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Custom model
Empty basket — type any ticker. Unknown tickers are looked up live via Yahoo Finance.
Custom
Option income models
NEOS — Core income
SPYI + QQQI + CSHI + BNDI. Tax-efficient via Section 1256 options.
Option income~0.58% TER
NEOS — Diversified income
SPYI + QQQI + IWMI + HYBI + BNDI + CSHI. Broad option overlay.
Option income~0.60% TER
NEOS — Boosted high income
XSPI + XQQI (150% notional). Highest distribution, higher risk.
High yield~0.65% TER
JPMorgan — Equity premium income
JEPI + JEPQ + SGOV. ELN-based. ~7–8% yield, monthly distributions.
Option income~0.33% TER
Goldman Sachs — Premium income
GPIX + GPIQ + SGOV. Dynamic covered-call. ~8–10% yield.
Option income~0.25% TER
Blended option income (all three)
NEOS + JPMorgan + Goldman Sachs. Diversified across issuers.
Option income~0.44% TER
Famous allocation models
Ray Dalio — All Weather
Risk parity: stocks, long/mid bonds, gold, commodities.
Conservative~0.14% TER
David Swensen — Yale Model
Yale endowment for retail. REITs, intl equity, TIPS, treasuries.
Balanced~0.08% TER
Warren Buffett — 90/10
90% S&P 500 index + 10% short-term gov bonds.
Aggressive~0.03% TER
Golden Butterfly
Permanent Portfolio + growth tilt. Equal 5-way split.
Balanced~0.10% TER
Harry Browne — Permanent Portfolio
Equal 25% each: stocks, long bonds, gold, cash.
Conservative~0.09% TER
Jack Bogle — 3-Fund Portfolio
Total US market, total international, total bond market.
Balanced~0.04% TER
Coffeehouse Portfolio
7-fund model. 40% bonds + 6 equal equity slices.
Balanced~0.06% TER
Ivy Portfolio (Faber)
Equal-weight: US, intl, bonds, REITs, commodities.
Moderate~0.11% TER
CIO Group (Barron's)
Bailin Style (Barron's)
31% intl, MLPs, mortgage REITs, ultrashort T-bills, treasury hedge.
Moderate~0.14% TER
Simple starter
Core 3-fund
60% US / 30% international / 10% bonds.
Balanced~0.04% TER
Income & dividend
Dividend ETFs, corp bonds, REITs, MLPs. Yield-oriented.
Income~0.22% TER
Tech growth
VTI + Nasdaq + intl + private equity stocks.
Aggressive~0.10% TER
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Asset allocation
Portfolio breakdown
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Investment ($)
Account type
Taxable · gains taxed annually
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blended TER
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A+ABCD
Cost contribution by holding
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10-year cost drag
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Annual drag
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10-yr drag est.
*Assumes 7% annual growth compounded.
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Category allocation
Portfolio backtest
Backtest uses asset-class proxy returns based on category allocations. Individual ETF/stock history varies. Not a guarantee of future results.
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CAGR
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Total return
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Max drawdown
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Sharpe ratio
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Volatility
Growth of $10,000
Annual returns
vs S&P 500 benchmark
Drawdown history
Return attribution by category
Backtest uses historical average returns by asset class. Individual security performance may differ significantly. Past performance does not guarantee future results.
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Blended yield
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Monthly income
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Annual income
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Est. 10-yr CAGR
Income by holding
TickerNameYieldWeightAnn. income
Growth assumptions
3.0%
8.0%
$0
Mixed: ETFs use price growth rate, individual stocks use EPS growth rate for projection.
Bear
ETF 3% · Stock 5% EPS
Base
ETF 6% · Stock 10% EPS
Bull
ETF 10% · Stock 15% EPS
10-year portfolio projection
Projections are illustrative only. Yield estimates based on approximate current distribution rates. Not financial advice.