Strategy playbooks.

Read transparent, non-predictive explanations of well-known allocation frameworks. Each profile labels whether it has measured historical evidence or is an educational proxy example.

Classic 60/40 — measured historical result · complete provider coverage — This profile includes a fully covered Yahoo Finance adjusted-close result for a 60/40 VTI/BND proxy. Vanguard’s published 2022–2024 annual fund returns provide an independent aggregate check; this is not a daily cross-check. Unsourced cost overlays remain explicitly zero and do not mean the funds have no expenses.
Dalio-inspired All Weather — measured historical result · complete provider coverage — An educational ETF approximation of an All Weather-style allocation. Its attached Yahoo-based result covers these proxy weights from 2022–2024, not Bridgewater’s actual strategy or future performance.
Permanent Portfolio — measured historical result · complete provider coverage — An educational proxy split among equities, long-term government bonds, short Treasury bills, and gold. The attached 2022–2024 result measures these four proxy sleeves, not a canonical Permanent Portfolio.
Bogleheads Three-Fund — measured historical result · complete provider coverage — An educational index-allocation example using total-market US stocks, international stocks, and bonds. Its attached Yahoo-based result covers the stated proxy weights for 2022–2024, not other periods or future performance.
Buffett-style 90/10 — measured historical result · complete provider coverage — An educational 90/10 proxy pairing broad US equities with short-term Treasury bills. Its attached 2022–2024 result measures these proxies, not Buffett’s or Berkshire Hathaway’s actual holdings.

Dated, fully covered 2022–2024 Yahoo Finance results are attached to the profiles marked with measured historical evidence. These are educational proxy scenarios, not proof of actual holdings or future performance.