Robust Asset Allocation

Robust Asset Allocation was developed by Wesley Gray at Alpha Architect. The strategy invests in US and international stocks and couples them with diversifying positions in real estate, commodities and treasury bonds. The portfolio uses trend following and will remove any asset classes that are in a downtrend and replace them with short-term bonds.

Since 2006, this portfolio has returned 4.0% per year, underperforming its benchmark by 2.9%

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Robust Asset Allocation
60/40 Allocation

Annual Return: 4.0% 60/40 Portfolio: 7.0%
Year To Date: -14.1% 60/40 Portfolio: -0.3%
Beta: 0.35 Standard Deviation: 11.1%
Full Return History

Portfolio Holdings

Ticker Date Added Return
IEF 11/16/2018 24.11%

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