6,582.6946,50524,0462,530.0423.8743.134,674.9567,290▲ 0.49%6,582.6946,50524,0462,530.0423.8743.134,674.9567,290▲ 0.49%6,582.6946,50524,0462,530.0423.8743.134,674.9567,290▲ 0.49%

Marlowe Keynes Allocation — The Most Advanced Asset Allocation Software Is Now In One Place

Select a preset below to explore allocation strategies

The traditional balanced portfolio — 60% equities, 40% bonds and cash.

60%30%10%Portfolio100% allocated
swipe
CAGR
8.51%
Annualized return
Max Drawdown
-20.48%
Worst peak-to-trough
Sharpe Ratio
0.65
Risk-adjusted return
Volatility
10.87%
Annualized std dev
Win Rate
83.00%
29+ / 6−
Best Year
+28.7%
1995
Worst Year
-20.5%
2008
Sortino
0.97
Downside risk-adj.
1990199520002005201020152020$0$95K$190K$285K$380KDot-ComGFCCOVID
  • Portfolio
  • S&P 500
  • 60/40 Benchmark

Morning Brief

AI

Morning brief is being prepared...

Earnings data unavailable for current allocation

Try selecting a preset with equities exposure, or check back later

What You Can Do

22 tools