Portfolio Déjà Vu

AI identifies when your portfolio resembles famous historical portfolios. Learn what happened next and apply those lessons to your strategy.

All Portfolio Matches

Norwegian Sovereign Wealth 2015
Norges Bank • 2015
60%
Similarity

World's largest sovereign wealth fund, long-term focus

Next Year

+8.7%

Next 5 Years

+52.1%

CalPERS 2020
CalPERS • 2020
50%
Similarity

Largest US pension fund during COVID crash

Next Year

+21.3%

Next 5 Years

+45.2%

Buffett 1999
Warren Buffett • 1999
30%
Similarity

Buffett avoided the dot-com bubble, criticized for missing tech rally

Next Year

-6.2%

Next 5 Years

+42.5%

Yale Endowment 2008
David Swensen • 2008
20%
Similarity

Heavy alternatives allocation during financial crisis

Next Year

-24.6%

Next 5 Years

+58.3%

Ray Dalio All Weather
Ray Dalio • 2010
10%
Similarity

Risk parity approach designed for all economic environments

Next Year

+12.1%

Next 5 Years

+48.7%

How Portfolio Déjà Vu Works
1

Analyze Your Portfolio

We scan your current allocation across asset classes

2

Match Historical Patterns

AI compares your allocation to famous portfolios throughout history

3

Learn from the Past

See what happened next and apply those lessons to your strategy