Portfolio Builder

Indexopedia Allocation Lab

Indexopedia's Allocation Lab empowers investors with insight into the risk and return tradeoffs over full market cycles. Each Blend changes the mix between stocks and bonds, and the Tilt adjusts the balance between more aggressive growth stocks versus less aggressive value stocks.

Make your selections, press "Run Report", then see how each portfolio performs historically on the upside and downside.

1. Run Your Report & View the Results Below

2. Schedule to Activate

Schedule to Activate

Please Make a Selection Above to View Your Report

Once you do, your Customized Allocation Charts will appear here.
You will then be able to schedule with a professional to activate.

Now Showing Results for: 80/20 Core Blend

80/20 Core Blend vs. S&P 500 (2002-2024)

Down Market Capture (%) 80/20 Core Blend vs. S&P 500 (2002-2024)

The Core Blend allocations are comprised of the following third-party indices: Russell 1000, Russell 1000 Growth, Russell 1000 Value, Russell 2000, Russell 2000 Growth, Russell 2000 Value, Bloomberg U.S. Aggregate and the S&P 500.

Various indices, including, but not limited to, the various Russell, Bloomberg and S&P 500 Indexes (each a "Third‐party Index") are unmanaged securities indices that are used as a general measure of market performance, and their performance is not reflective of the performance of any specific investment.

Market indexes are unmanaged and, therefore, have no expenses and do not reflect the impact of federal, state and local taxes. An investment return would be reduced by any fees or expenses the investor may incur for the management of their investment account. Investors cannot invest directly in an index.

Index returns are for illustrative purposes only. Past performance may not be indicative of future results. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance of the future performance of any specific investment strategy. Investing is subject to a high degree of investment risk, including the possible loss of the entire investment amount.