Explore 200+ portfolio strategies. See risk & return metrics—no credit card.
What You'll Get with the Free Subscription:
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See Performance for 200+ Portfolio Recipes
Access monthly-updated risk & return metrics for Tactical, Strategic, and Managed portfolios.
Note: Portfolio allocations (% weights) for Tactical & Strategic recipes are in the Investor and Pro subscriptions.
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Compare Risk & Return Like a Pro
Explore standard deviation, drawdowns, Sharpe & Sortino ratios — plus interactive scatterplots that visually rank portfolios by risk and return.
Example: 10-Year Risk vs. Return Plot.
(Every dot is clickable with upgrade to Investor Subscription)
Recent leaders (last 12 months)
- • s.plus — Permanent Plus (21.4%)
- • s.swan — Black Swan Hyperinflation (21%)
- • t.aaae — Adaptive Allocation E (20.7%)
Past performance is not a guarantee. Updated monthly.
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Analyze 100+ Global Investing Ingredients
In addition to the Portfolio Recipes, track ETFs across major asset classes, sectors, countries, and portfolio styles.
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Interactive Performance Snapshots
Compare performance from 1 month to 20 years using downloadable metrics and sortable lists.
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Monthly Videos & Expert Guides
Watch commentary, read articles, and learn how to evaluate and build better portfolios.
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No Credit Card Required. Cancel Anytime.
Jump in risk-free and explore real data before you commit.
Want allocations and interactive tools? Upgrade to Investor ($25/mo).
This free plan includes access to the latest performance metrics, risk analytics, and investing guides. Upgrade anytime to unlock tactical and strategic allocations, year-by-year comparisons, clickable scatterplots, historical data, and pro tools.