Period: 01 Jan 2014 - 31 Dec 2014 (12 months).

The best ETF Portfolio of 2014 is:
Roger Gibson Talmud Portfolio 2x Leveraged, with a +33.69% return.

The best Investment Theme of 2014 is:
US REITs, with a +30.36% return.

Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.

2014 - ETF Portfolio Returns

The following table represents Lazy ETF Portfolio 2014 YTD returns and stats. Columns are sortable, and portfolio risk filters can be used.

LAZY ETF PORTFOLIOS - 2014 RETURNS AND STATS
Period: 01 Jan 2014 - 31 Dec 2014
Risk Filter:
ETF Portfolio Return ▾ Drawdown Months
Pos - Neg
Talmud Portfolio 2x Leveraged
Roger Gibson
+33.69% -6.02% 10 - 2
All Weather Portfolio 2x Leveraged
Ray Dalio
+32.31% -4.76% 10 - 2
Stocks/Bonds 60/40 2x Leveraged
+22.38% -2.67% 8 - 4
Stocks/Bonds 40/60 2x Leveraged
+20.80% -2.54% 8 - 4
Technology
+19.18% -3.04% 7 - 5
Desert Portfolio 2x Leveraged
Gyroscopic Investing
+17.56% -3.41% 9 - 3
US Stocks Minimum Volatility
+16.33% -3.04% 9 - 3
Talmud Portfolio
Roger Gibson
+16.24% -3.05% 10 - 2
Cape US Sector Value
Robert Shiller
+15.77% -3.84% 7 - 5
US Stocks Momentum
+14.61% -4.38% 6 - 6
US Stocks Equal Weight
+14.06% -2.96% 9 - 3
Simplified Permanent Portfolio 2x Leveraged
+13.48% -4.81% 9 - 3
Yale Endowment
David Swensen
+13.38% -3.59% 9 - 3
Stocks/Bonds 80/20 Momentum
+12.86% -3.39% 6 - 6
US Stocks Value
+12.75% -3.59% 9 - 3
US Stocks
+12.54% -3.17% 8 - 4
All Weather Portfolio
Ray Dalio
+12.52% -2.44% 10 - 2
Golden Butterfly 2x Leveraged
+12.32% -5.57% 8 - 4
Warren Buffett Portfolio
Warren Buffett
+12.08% -2.97% 8 - 4
Dynamic 60/40 Income
+11.87% -2.32% 10 - 2
All Weather Portfolio with Bitcoin
Ray Dalio
+11.71% -2.65% 9 - 3
Stocks/Bonds 80/20
+11.20% -2.23% 8 - 4
One-Decision Portfolio
Marvin Appel
+11.14% -2.54% 10 - 2
Stocks/Bonds 60/40 Momentum
+11.10% -2.40% 6 - 6
Simple Path to Wealth
JL Collins
+10.86% -1.99% 8 - 4
Global Market Portfolio
Credit Suisse
+10.70% -2.47% 9 - 3
Five Fold
Scott Burns
+10.14% -3.22% 8 - 4
Lazy Portfolio
David Swensen
+9.97% -3.50% 8 - 4
Stocks/Bonds 60/40
+9.85% -1.50% 8 - 4
Marc Faber Portfolio
Marc Faber
+9.60% -4.12% 9 - 3
Permanent Portfolio
Harry Browne
+9.40% -2.62% 9 - 3
Stocks/Bonds 40/60 Momentum
+9.34% -1.49% 8 - 4
Nano Portfolio
John Wasik
+9.22% -3.12% 7 - 5
Tilt Toward Value
Time Inc
+9.15% -2.45% 8 - 4
Golden Butterfly
+9.13% -3.27% 9 - 3
US Stocks ESG
+9.13% -4.63% 7 - 5
10-year Treasury
+9.07% -1.05% 8 - 4
Late Sixties and Beyond
Burton Malkiel
+9.01% -3.10% 8 - 4
Sheltered Sam 100/0
Bill Bernstein
+8.93% -3.76% 9 - 3
Coffeehouse
Bill Schultheis
+8.90% -2.75% 9 - 3
Total Bond Developed World ex-US
+8.74% -0.13% 11 - 1
Core Four
Rick Ferri
+8.52% -2.80% 8 - 4
Simple and Cheap
Time Inc
+8.51% -2.44% 8 - 4
Stocks/Bonds 40/60
+8.51% -1.20% 9 - 3
Stocks/Bonds 60/40 with Bitcoin
+8.50% -1.81% 7 - 5
Jane Bryant Quinn Portfolio
Jane Bryant Quinn
+8.38% -2.69% 8 - 4
Permanent Portfolio with Bitcoin
Harry Browne
+8.27% -2.83% 9 - 3
Sheltered Sam 90/10
Bill Bernstein
+8.20% -3.50% 8 - 4
Mid-Fifties
Burton Malkiel
+8.09% -3.42% 8 - 4
Couch Potato
Scott Burns
+8.07% -2.34% 7 - 5
Golden Butterfly with Bitcoin
+8.01% -3.49% 9 - 3
Seven Value
Scott Burns
+7.89% -3.60% 8 - 4
GAA Global Asset Allocation
Mebane Faber
+7.67% -2.74% 9 - 3
Rob Arnott Portfolio
Rob Arnott
+7.59% -2.79% 9 - 3
Stocks/Bonds 20/80 Momentum
+7.58% -0.83% 8 - 4
Stocks/Bonds 60/40 ESG
+7.55% -3.12% 7 - 5
Sheltered Sam 80/20
Bill Bernstein
+7.48% -3.25% 8 - 4
Late Thirties to Early Forties
Burton Malkiel
+7.18% -3.52% 8 - 4
Stocks/Bonds 20/80
+7.16% -0.89% 9 - 3
Stocks/Bonds 40/60 with Bitcoin
+7.16% -1.50% 7 - 5
Simplified Permanent Portfolio
+7.12% -2.59% 9 - 3
Dynamic 40/60 Income
+7.01% -1.44% 8 - 4
Six Ways from Sunday
Scott Burns
+7.00% -3.99% 7 - 5
Mid-Twenties
Burton Malkiel
+6.93% -3.65% 8 - 4
All Country World Bonds
+6.88% -0.66% 9 - 3
Sheltered Sam 70/30
Bill Bernstein
+6.76% -2.99% 8 - 4
Stocks/Bonds 40/60 ESG
+6.76% -2.34% 7 - 5
Second Grader's Starter
Paul Farrell
+6.75% -3.49% 8 - 4
Paul Boyer Portfolio
Paul Boyer
+6.63% -3.72% 9 - 3
LifeStrategy Income Fund
Vanguard
+6.50% -0.99% 9 - 3
Edge Select Moderately Aggressive
Merrill Lynch
+6.31% -2.65% 8 - 4
LifeStrategy Conservative Growth
Vanguard
+6.30% -1.55% 8 - 4
Edge Select Moderately Conservative
Merrill Lynch
+6.29% -1.64% 8 - 4
High Yield Bonds Income
+6.28% -2.37% 8 - 4
Edge Select Aggressive
Merrill Lynch
+6.27% -3.59% 8 - 4
All Country World 20/80
+6.24% -1.20% 9 - 3
Edge Select Moderate
Merrill Lynch
+6.15% -2.15% 8 - 4
Pinwheel
+6.12% -3.95% 8 - 4
LifeStrategy Moderate Growth
Vanguard
+6.10% -2.10% 8 - 4
Three Funds
Bogleheads
+6.07% -3.01% 8 - 4
Sheltered Sam 60/40
Bill Bernstein
+6.04% -2.73% 8 - 4
Lifepath Fund
iShares
+6.00% -1.78% 8 - 4
Long Term Portfolio
Ben Stein
+5.91% -3.45% 8 - 4
LifeStrategy Growth Fund
Vanguard
+5.91% -3.07% 8 - 4
Four Funds
Bogleheads
+5.85% -2.96% 8 - 4
Total Bond US
+5.82% -0.57% 9 - 3
Developed World ex-US 20/80
+5.80% -0.91% 10 - 2
Family Taxable Portfolio
Ted Aronson
+5.69% -3.72% 8 - 4
All Country World 40/60
+5.59% -1.74% 8 - 4
Robo Advisor 50
Betterment
+5.47% -2.43% 8 - 4
Desert Portfolio
Gyroscopic Investing
+5.45% -1.59% 8 - 4
Sheltered Sam 50/50
Bill Bernstein
+5.32% -2.47% 8 - 4
Coward's Portfolio
Bill Bernstein
+5.28% -2.42% 8 - 4
Dimensional 2030 Retirement Income
DFA
+5.23% -2.58% 8 - 4
Robust
Alpha Architect
+5.13% -2.85% 7 - 5
Four Square
Scott Burns
+5.08% -2.41% 8 - 4
Conservative Income
Charles Schwab
+5.05% -1.20% 8 - 4
Robo Advisor 80
Betterment
+5.04% -3.48% 8 - 4
All Country World 60/40
+4.95% -2.27% 8 - 4
Robo Advisor 90
Betterment
+4.90% -4.04% 8 - 4
Sandwich Portfolio
Bob Clyatt
+4.84% -2.58% 8 - 4
Edge Select Conservative
Merrill Lynch
+4.82% -1.01% 8 - 4
Robo Advisor 100
Betterment
+4.80% -4.57% 8 - 4
Sheltered Sam 40/60
Bill Bernstein
+4.59% -2.20% 8 - 4
Big Rocks Portfolio
Larry Swedroe
+4.48% -2.69% 8 - 4
Gretchen Tai Portfolio
Gretchen Tai
+4.44% -3.36% 8 - 4
Perfect Portfolio
Ben Stein
+4.39% -3.48% 8 - 4
Desert Portfolio with Bitcoin
Gyroscopic Investing
+4.32% -1.80% 8 - 4
All Country World 80/20
+4.31% -3.32% 8 - 4
Ideal Index
Frank Armstrong
+4.16% -3.12% 8 - 4
Aggressive Global Income
+3.96% -4.21% 8 - 4
Margaritaville
Scott Burns
+3.95% -3.16% 8 - 4
Sheltered Sam 30/70
Bill Bernstein
+3.87% -1.94% 8 - 4
Ultimate Buy and Hold Strategy
Paul Merriman
+3.86% -4.78% 8 - 4
No Brainer Portfolio
Bill Bernstein
+3.78% -3.16% 7 - 5
All Country World Stocks
+3.67% -4.44% 8 - 4
US Inflation Protection
+3.59% -2.59% 8 - 4
Gone Fishin' Portfolio
Alexander Green
+3.43% -4.02% 8 - 4
Five Asset
Roger Gibson
+3.39% -4.13% 7 - 5
Sheltered Sam 20/80
Bill Bernstein
+3.15% -1.67% 8 - 4
Ultimate Buy&Hold
FundAdvice
+3.11% -3.32% 8 - 4
Robo Advisor 20
Betterment
+2.92% -1.13% 8 - 4
Dimensional Retirement Income Fund
DFA
+2.89% -1.95% 8 - 4
Developed World ex-US 40/60
+2.85% -1.71% 8 - 4
Sheltered Sam 10/90
Bill Bernstein
+2.43% -1.39% 8 - 4
Larry Portfolio
Larry Swedroe
+2.38% -2.37% 7 - 5
Simple Money Portfolio
Tim Maurer
+2.33% -3.17% 7 - 5
Andrew Tobias Portfolio
Andrew Tobias
+2.26% -2.72% 7 - 5
Ivy Portfolio
Mebane Faber
+2.25% -5.17% 7 - 5
Robo Advisor 10
Betterment
+1.76% -0.61% 8 - 4
Sheltered Sam 0/100
Bill Bernstein
+1.71% -1.12% 8 - 4
Developed World ex-US 40/60 Momentum
+1.57% -1.52% 6 - 6
Eliminate Fat Tails
Larry Swedroe
+1.52% -2.92% 7 - 5
Robo Advisor 0
Betterment
+0.63% -0.29% 7 - 5
Short Term Treasury
+0.45% -0.29% 7 - 5
Developed World ex-US 60/40
-0.09% -4.31% 7 - 5
7Twelve Portfolio
Craig Israelsen
-0.27% -5.11% 7 - 5
Developed World ex-US 60/40 Momentum
-2.02% -4.02% 5 - 7
Gold
-2.19% -12.44% 6 - 6
Developed World ex-US 80/20
-3.03% -7.17% 6 - 6
Emerging Markets Stocks
-3.93% -11.58% 8 - 4
Developed World ex-US Stocks
-5.98% -10.04% 6 - 6
European Stocks
-7.10% -11.75% 5 - 7
Developed World ex-US Stocks Momentum
-9.19% -9.77% 4 - 8

2014 - Best Investment Themes

Portfolios can be specialized with particular Investment Themes.

In the following table, the best (and worst) Investment Themes 2014 YTD returns. Columns are sortable.

Check all the Investment Themes

INVESTMENT THEMES - 2014 RETURNS AND STATS
Period: 01 Jan 2014 - 31 Dec 2014
ETF Investment Theme Return ▾ Drawdown Months
Pos - Neg
VNQ US REITs +30.36% -6.04% 11 - 1
XLRE Real Estate +30.36% -6.04% 11 - 1
XLU Utilities +28.73% -6.80% 9 - 3
TLT Long Term Treasuries +27.30% -2.11% 10 - 2
XLV Healthcare +25.14% -1.88% 9 - 3
EPHE Philippines +22.09% -2.03% 7 - 5
EIDO Indonesia +21.82% -5.32% 8 - 4
INDA India +21.74% -6.02% 8 - 4
QQQ US Technology +19.18% -3.04% 7 - 5
XLK Information Technology +17.85% -2.57% 9 - 3
TUR Turkey +15.76% -14.49% 7 - 5
XLP Consumer Staples +15.72% -5.17% 8 - 4
THD Thailand +15.50% -6.97% 8 - 4
XLF Financials +15.05% -3.66% 8 - 4
PFF Preferred Stocks +14.11% -0.82% 9 - 3
VOE US Mid Cap Value +13.96% -3.47% 9 - 3
EGPT Egypt +13.62% -18.35% 6 - 6
VUG US Large Cap Growth +13.61% -3.05% 7 - 5
SPY US Large Cap Blend +13.46% -3.52% 8 - 4
VTV US Large Cap Value +13.17% -3.69% 9 - 3
ENZL New Zealand +12.60% -9.30% 9 - 3
VTI US Total Stock Market +12.54% -3.17% 8 - 4
FXI China +11.45% -9.88% 9 - 3
IGF Global Infrastructure +11.45% -4.29% 7 - 5
PALL Palladium +11.30% -14.67% 9 - 3
XLI Industrials +10.36% -4.27% 8 - 4
IJH US Mid Cap Blend +9.71% -4.51% 8 - 4
XLY Consumer Discretionary +9.46% -6.00% 7 - 5
BNDX International Bonds +8.74% -0.13% 11 - 1
LQD Invest. Grade Bonds +8.21% -1.68% 8 - 4
IJS US Small Cap Value +7.56% -6.73% 8 - 4
IJK US Mid Cap Growth +7.31% -4.25% 7 - 5
XLB Materials +7.17% -4.72% 7 - 5
EWT Taiwan +6.86% -7.51% 8 - 4
EMB Emerg. Market Bonds +6.05% -3.34% 7 - 5
IJR US Small Cap Blend +5.85% -6.68% 7 - 5
BND US Total Bond Market +5.82% -0.57% 9 - 3
EDEN Denmark +5.24% -11.58% 6 - 6
VNM Vietnam +5.11% -14.50% 6 - 6
IJT US Small Cap Growth +4.01% -6.65% 6 - 6
XLC Communication Services +3.97% -3.42% 6 - 6
VT World All Countries +3.67% -4.44% 8 - 4
TIP TIPS +3.59% -2.59% 8 - 4
CGW Global Water +3.27% -8.60% 7 - 5
EWH Hong Kong +3.25% -7.59% 7 - 5
EZA South Africa +2.75% -10.53% 8 - 4
EWS Singapore +2.68% -7.21% 6 - 6
HYG High Yield Bonds +1.90% -2.91% 7 - 5
EWC Canada +1.08% -10.96% 7 - 5
EWK Belgium +0.60% -7.80% 6 - 6
BIL US Cash -0.07% -0.09% 7 - 5
EIS Israel -1.69% -9.84% 5 - 7
EWL Switzerland -1.73% -8.06% 6 - 6
EIRL Ireland -1.81% -17.83% 3 - 9
EMIF Emerging Markets Infrastructure -2.17% -11.66% 8 - 4
GLD Gold -2.19% -12.44% 6 - 6
EPU Peru -3.56% -11.55% 7 - 5
ARGT Argentina -3.64% -15.29% 7 - 5
EEM Emerging Markets -3.93% -11.58% 8 - 4
EWA Australia -4.66% -15.72% 7 - 5
ICLN Global Clean Energy -4.78% -16.88% 5 - 7
VPL Pacific -4.82% -7.99% 5 - 7
EWN Netherlands -5.77% -7.36% 6 - 6
EFA EAFE Stocks -6.20% -10.15% 6 - 6
EWJ Japan -6.24% -8.73% 4 - 8
EWP Spain -6.28% -16.72% 6 - 6
VGK Europe -7.10% -11.75% 5 - 7
EWU United Kingdom -7.62% -11.95% 6 - 6
EWD Sweden -8.41% -11.29% 5 - 7
XLE Energy -8.70% -20.03% 6 - 6
FLLA Latin America -9.59% -24.63% 7 - 5
EWQ France -10.75% -15.93% 6 - 6
EWI Italy -10.92% -23.02% 3 - 9
EWM Malaysia -11.55% -14.24% 6 - 6
EWW Mexico -11.59% -16.52% 5 - 7
EWG Germany -11.96% -13.57% 4 - 8
PPLT Platinum -12.58% -19.47% 6 - 6
EWY South Korea -13.48% -15.73% 7 - 5
ECH Chile -14.75% -14.75% 5 - 7
EWZ Brazil -15.52% -31.09% 6 - 6
EPOL Poland -16.33% -19.45% 4 - 8
CPER Copper -16.94% -16.94% 5 - 7
SLV Silver -19.51% -27.13% 3 - 9
EWO Austria -20.93% -23.14% 4 - 8
NORW Norway -23.53% -29.26% 5 - 7
GXG Colombia -26.87% -35.45% 7 - 5
DBC Commodities -28.10% -30.59% 3 - 9
UNG Natural Gas -28.61% -44.37% 5 - 7
NGE Nigeria -32.23% -32.23% 3 - 9
PGAL Portugal -33.37% -42.14% 4 - 8
GREK Greece -39.96% -44.95% 4 - 8
USO WTI Crude Oil -42.36% -47.63% 3 - 9
BNO Brent Oil -49.03% -49.97% 4 - 8
Stocks Bonds Commodities
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