Portfolio Atlas · 2026 Edition

Famous
Strategies

Six legendary investment frameworks dissected with 8-year historical performance, risk analysis, and 5-year forward projections.

6 Strategies
2017–2024
Historical data
Data: PortfoliosLab · LazyPortfolioETF · Bogleheads Wiki · Bridgewater Associates  ·  Past performance does not guarantee future results. Not investment advice.
Comparative Analysis

Side-by-Side

All six portfolios on the same ruler — risk, return, and 5-year scenario projections compared directly.

Risk vs. Return
Risk vs. Return — All Six Portfolios
X-axis: volatility (std deviation). Y-axis: 10-year CAGR. The upper-left quadrant is the efficiency sweet spot — maximum return per unit of risk taken.
5-Year Scenario Projections

⚠ Important disclaimer: The forward projections below are illustrative scenarios only — not forecasts or investment recommendations. They are derived from historical volatility patterns, current interest rate environments (≈4.5%), and mean-reversion assumptions. This is not investment advice. All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Consult a qualified financial adviser before making any investment decision.

Projected 5-Year Total Returns by Scenario
Bull, Base, and Bear case total returns (%) for each portfolio over 2026–2030. Grouped by scenario for direct comparison. For illustrative purposes only.
Key Metrics
Cumulative Growth
Growth of $10,000 — 2017 to 2024
Compounded total return assuming annual rebalancing.
Annual Returns
Year-by-Year Returns
Each cluster = one year. Each colour = one portfolio.

Data: PortfoliosLab, LazyPortfolioETF.com, Bogleheads Wiki, Bridgewater Associates. ETF proxies: VTI, TLT, IEF, BND, GLD, DBC, VXUS, VOO, VBR, SHY. Annual rebalancing assumed. This page is for educational purposes only and does not constitute investment advice.

Portfolio Atlas · 2026 Edition · Educational use only · Not investment advice