With a Lazy Portfolio, you can invest in stocks and bonds of the US area.

Based on the risk you want to face and following the time horizon you have set, you can choose the best mix of stocks and bonds.

Choose your Lazy Portfolio, and implement it with ETFs.
Click on column header to sort table.

Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Oct 2022. Current inflation (annualized) is 1Y: 7.75% , 5Y: 3.85% , 10Y: 2.57% , 30Y: 2.51%
Portfolio returns are updated to 31 October 2022.
Live Nov 2022 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation. Once consolidated, the returns will be calculated on the actual asset weights. Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 31 October 2022.

The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 31 October 2022.

Cells with red background indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Oct 2022. 2022: 6.89%, 2021: 7.04%, 2020: 1.36%, 2019: 2.29%
For further details about Dividends, click here.
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% Allocation
Ann. Return (%) - Oct 31, 2022
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
YTD(%)
Yearly Returns (%)
Portfolio #ETF Stocks Bonds Comm 1Y 5Y 10Y 30Y Daily Time(ET) Nov 2022 Oct 2022 1Y 5Y 10Y 30Y 1Y 5Y 10Y 30Y 1Y 5Y 10Y 30Y 1Y 5Y 10Y 30Y 2022 2021 2020 2019 2022 2021 2020 2019
US Stocks
1 100 0 0 -16.87 9.80 12.41 9.79 -0.15 03:59PM
Nov 29 2022
2.04 8.11 21.26 18.65 14.88 15.27 -0.79 0.53 0.83 0.64 -24.81 -24.81 -24.81 -50.84 -0.68 0.40 0.50 0.19 -18.71 25.67 21.03 30.67 0.94 1.51 1.71 2.29
Stocks/Bonds 80/20
2 80 20 0 -16.53 7.86 10.17 8.97 -0.19 04:00PM
Nov 29 2022
2.20 6.06 17.73 15.25 12.12 12.23 -0.93 0.52 0.84 0.73 -22.75 -22.75 -22.75 -41.09 -0.73 0.35 0.45 0.22 -18.07 20.16 18.36 26.30 1.08 1.62 1.87 2.41
Stocks/Bonds 60/40
2 60 40 0 -16.24 5.86 7.87 8.00 -0.24 04:00PM
Nov 29 2022
2.37 4.11 14.39 11.98 9.46 9.35 -1.13 0.49 0.83 0.86 -20.69 -20.69 -20.69 -30.55 -0.78 0.28 0.38 0.26 -17.43 14.66 15.70 21.94 1.22 1.73 2.04 2.54
Stocks/Bonds 40/60
2 40 60 0 -15.98 3.81 5.53 6.90 -0.28 04:00PM
Nov 29 2022
2.54 2.27 11.28 8.93 7.00 6.70 -1.42 0.43 0.79 1.03 -18.63 -18.63 -18.63 -19.17 -0.86 0.20 0.30 0.36 -16.79 9.15 13.04 17.57 1.35 1.84 2.20 2.66
Stocks/Bonds 20/80
2 20 80 0 -15.76 1.69 3.12 5.67 -0.33 04:00PM
Nov 29 2022
2.70 0.51 8.52 6.34 4.99 4.61 -1.85 0.27 0.63 1.23 -16.57 -16.57 -16.57 -16.57 -0.95 0.10 0.19 0.34 -16.15 3.64 10.38 13.20 1.49 1.95 2.37 2.79
Total Bond US
1 0 100 0 -15.59 -0.50 0.65 4.32 -0.37 04:00PM
Nov 29 2022
2.87 -1.16 6.47 4.97 4.15 3.97 -2.41 -0.10 0.16 1.09 -15.77 -17.28 -17.28 -17.28 -0.99 -0.03 0.04 0.25 -15.51 -1.86 7.71 8.83 1.63 2.06 2.53 2.91
Returns and KPIs are calculated on the hypothesis of:
  • a yearly rebalancing of the portfolios (at the beginning of the year)
  • the reinvestment of dividends
Returns refer to investiments in US Dollars.
Return / Risk Charts:
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