The following table shows how these portfolios are compared: 
These portfolios have delivered very reasonable returns. Furthermore, their maximum drawdown has been limited to only less than 10% (9.1% for TDAmeritrade and around 7% for all of the other 3 portfolios), compared with BERIX’s 16.8% and VWINX’s 21.7% maximum drawdown! This is also evident from their 2008’s returns. 
At the moment, these portfolios are only available to expert users. Please let us know what you think by participating the survey at the end of this newsletter or just simply commenting on this article. 

Portfolio Performance Review

The following table compares Strategic Asset Allocation – Optimal portfolios on Brokerage Specific ETF Portfolios page: 

Portfolio Performance Comparison

Ticker/Portfolio NameYTD
Return**
1Yr AR1Yr Sharpe3Yr AR3Yr Sharpe5Yr AR5Yr Sharpe10Yr AR10Yr Sharpe
Schwab Commission Free ETFs Strategic Asset Allocation – Optimal Moderate4.5%13.3%1.839.8%0.86    
TD Ameritrade Commission Free ETFs Strategic Asset Allocation – Optimal Moderate4.6%10.5%1.368.3%0.711.5%0.087.3%0.44
Fidelity Commission Free ETFs Strategic Asset Allocation – Optimal Moderate4.6%13.0%1.7511.5%1.015.3%0.38.2%0.51
VBINX9.7%17.1%2.3612.5%1.216.4%0.427.4%0.52
Etrade All Star ETFs Strategic Asset Allocation – Optimal Moderate5.6%15.3%1.9411.5%0.994.2%0.237.7%0.47
Vanguard ETFs Strategic Asset Allocation – Optimal Moderate5.9%14.5%1.8411.4%1.015.7%0.327.9%0.49

*: NOT annualized

**YTD: Year to Date

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