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Strategies/No-Brainer (Bernstein)

No-Brainer (Bernstein)

StaticPromoderate

Based on research by William Bernstein · Bernstein, W. The Intelligent Asset Allocator (2000)

This is BestFolio's independent implementation. Not affiliated with or endorsed by the original author.

Launched Sep 22, 2000
static

About this Strategy

Equal-weight 4-fund portfolio: 25% each to US large-cap, US small-cap, international, and bonds..

The complete strategy logic, asset universe, and rebalancing rules are available to Pro subscribers. This includes the full methodology description, author notes, and implementation details.

Pro subscribers also get access to current signals, full backtest history, and the ability to blend this strategy into custom portfolios.

Strategy Rules

Pro subscribers only

  1. 1Allocate 25% each to: VOO, VB, VEA, BND
  2. 2Rebalance annually or when drift exceeds threshold

Key Differentiators

Annual rebalancingFixed allocationModerate risk

Research Source

WB

Based on research by William Bernstein

Bernstein, W. The Intelligent Asset Allocator (2000)

Strategy Info

Type
Fixed / Strategic
Frequency
annual
Next Rebalance
Jan 409:30 ET (227d)
Variants
1
Risk Category
moderate
Tags
static
Type
Fixed/Strategic Asset Allocation
Trading Frequency
Annual or on-drift rebalancing
Number Of Holdings
4 ETFs
Equity Allocation
75% (25% US large + 25% US small + 25% International)
Bond Allocation
25%
Weighting Scheme
Equal weight (25% each)
Risk Level
Moderate to Aggressive

Asset Classes

US Large-Cap EquityUS Small-Cap EquityInternational Developed EquityUS Bonds

No-Brainer (Bernstein) at a glance

No-Brainer (Bernstein) is a fixed-allocation portfolio by William Bernstein across US Large-Cap Equity, US Small-Cap Equity, International Developed Equity, US Bonds, rebalanced annual. Backtested 1987-12-31 to 2026-05-20 (38.4 years): 9.2% CAGR, 0.74 Sharpe, -45.6% max drawdown, 13.0% volatility.

Type
Fixed Allocation
Author
William Bernstein
Rebalancing
Annual
Risk
Moderate
Period
1987-12-31 to 2026-05-20
CAGR
9.2%
Sharpe
0.74
Max Drawdown
-45.6%
Volatility
13.0%

No-Brainer (Bernstein) Fixed Allocation Portfolio

William Bernstein's No-Brainer portfolio: equal 25% each to US large-cap (VOO), US small-cap (VB), international developed (VEA), and US bonds (BND). The equal weighting reflects Bernstein's view that no one can predict which asset class will outperform, so equal allocation is most robust.

Backtest Performance (1987-12-31 to 2026-05-20)

MetricNo-Brainer (Bernstein)
Compound Annual Growth Rate (CAGR)9.2%
Maximum Drawdown-45.6%
Sharpe Ratio0.74
Sortino Ratio0.92
Annualized Volatility13.0%
Calmar Ratio0.20
Total Return2806.0%
Backtest Period38.4 years

Strategy Details

Type
Fixed / Strategic
Rebalancing
annual
Risk Level
moderate
Variants
1
Author
William Bernstein
Source
Bernstein, W. The Intelligent Asset Allocator (2000)

Asset Classes

  • US Large-Cap Equity
  • US Small-Cap Equity
  • International Developed Equity
  • US Bonds

Categories

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Disclaimer: BestFolio is an informational tool only and does not provide investment advice, recommendations, or solicitations to buy or sell securities. All strategy signals, backtests, and performance metrics are provided for educational and research purposes. Past performance is not indicative of future results. You are solely responsible for your own investment decisions. BestFolio is not a registered investment advisor, broker-dealer, or financial planner. Always consult a qualified financial professional before making investment decisions.

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