Period: 01 Jan 2014 - 31 Dec 2014 (12 months).
The best ETF Portfolio of 2014 is:
Technology Portfolio, with a +19.18% 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
| ETF Portfolio | Return ▾ | Drawdown |
Months Pos - Neg |
|
|---|---|---|---|---|
| Technology |
+19.18% | -3.04% | 7 - 5 | |
| Talmud Portfolio Roger Gibson |
+16.24% | -3.05% | 10 - 2 | |
| Yale Endowment David Swensen |
+13.38% | -3.59% | 9 - 3 | |
| US Stocks |
+12.54% | -3.17% | 8 - 4 | |
| All Weather Portfolio Ray Dalio |
+12.52% | -2.44% | 10 - 2 | |
| Warren Buffett |
+12.08% | -2.97% | 8 - 4 | |
| Dynamic 60/40 Income |
+11.87% | -2.32% | 10 - 2 | |
| Stocks/Bonds 80/20 |
+11.20% | -2.23% | 8 - 4 | |
| Simple Path to Wealth JL Collins |
+10.86% | -1.99% | 8 - 4 | |
| Lazy Portfolio David Swensen |
+9.97% | -3.50% | 8 - 4 | |
| Stocks/Bonds 60/40 |
+9.85% | -1.50% | 9 - 3 | |
| Permanent Portfolio Harry Browne |
+9.40% | -2.62% | 9 - 3 | |
| Golden Butterfly |
+9.13% | -3.27% | 9 - 3 | |
| 10-year Treasury |
+9.07% | -1.05% | 8 - 4 | |
| Late Sixties and Beyond Burton Malkiel |
+9.01% | -3.10% | 8 - 4 | |
| Coffee House 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 | |
| Stocks/Bonds 40/60 |
+8.51% | -1.20% | 9 - 3 | |
| Mid-Fifties Burton Malkiel |
+8.09% | -3.42% | 8 - 4 | |
| Couch Potato Scott Burns |
+8.07% | -2.34% | 7 - 5 | |
| GAA Global Asset Allocation Meb Faber |
+7.67% | -2.74% | 9 - 3 | |
| Rob Arnott Portfolio Rob Arnott |
+7.59% | -2.79% | 9 - 3 | |
| Late Thirties to Early Forties Burton Malkiel |
+7.18% | -3.52% | 8 - 4 | |
| Stocks/Bonds 20/80 |
+7.16% | -0.89% | 9 - 3 | |
| Dynamic 40/60 Income |
+7.01% | -1.44% | 8 - 4 | |
| Mid-Twenties Burton Malkiel |
+6.93% | -3.65% | 8 - 4 | |
| All Country World Bonds |
+6.88% | -0.66% | 10 - 2 | |
| Second Grader's Starter Paul Farrell |
+6.75% | -3.49% | 8 - 4 | |
| Paul Boyer Permanent Portfolio Paul Boyer |
+6.63% | -3.72% | 9 - 3 | |
| Edge Select Moderately Aggressive Merrill Lynch |
+6.31% | -2.65% | 8 - 4 | |
| Edge Select Moderately Conservative Merrill Lynch |
+6.29% | -1.64% | 8 - 4 | |
| High Yield Bonds Income |
+6.28% | -2.36% | 8 - 4 | |
| Edge Select Aggressive Merrill Lynch |
+6.27% | -3.59% | 8 - 4 | |
| All Country World 20/80 |
+6.24% | -1.20% | 9 - 3 | |
| Coward's Portfolio Bill Bernstein |
+6.21% | -2.60% | 8 - 4 | |
| Edge Select Moderate Merrill Lynch |
+6.15% | -2.15% | 8 - 4 | |
| Pinwheel |
+6.12% | -3.95% | 8 - 4 | |
| Three Funds Bogleheads |
+6.07% | -3.01% | 8 - 4 | |
| Lifepath Fund iShares |
+6.00% | -1.78% | 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 | |
| Dimensional 2030 Retirement Income DFA |
+5.23% | -2.58% | 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 | |
| Big Rocks Portfolio Larry Swedroe |
+4.48% | -2.69% | 8 - 4 | |
| Robust Alpha Architect |
+4.41% | -3.28% | 7 - 5 | |
| 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 | |
| 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 | |
| Gone Fishin' Portfolio Alexander Green |
+3.43% | -4.02% | 8 - 4 | |
| Five Asset Roger Gibson |
+3.39% | -4.13% | 7 - 5 | |
| 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 | |
| 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 | |
| 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 | |
| Gold |
-2.19% | -12.44% | 6 - 6 | |
| Developed World ex-US 80/20 |
-3.03% | -7.19% | 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 |
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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 | |
| XLU | S&P Utilities | +28.73% | -6.80% | 9 - 3 | |
| TLT | Long Term Treasuries | +27.30% | -2.11% | 10 - 2 | |
| XLV | S&P Healthcare | +25.14% | -1.87% | 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 | |
| XLK | S&P Information Technology | +17.85% | -2.57% | 9 - 3 | |
| TUR | Turkey | +15.76% | -14.49% | 7 - 5 | |
| XLP | S&P Consumer Staples | +15.72% | -5.17% | 8 - 4 | |
| THD | Thailand | +15.50% | -6.98% | 8 - 4 | |
| XLF | S&P Financials | +15.05% | -3.66% | 8 - 4 | |
| PFF | Preferred Stocks | +14.11% | -0.82% | 9 - 3 | |
| EGPT | Egypt | +13.62% | -18.35% | 6 - 6 | |
| SPY | US Large Caps | +13.46% | -3.52% | 8 - 4 | |
| ENZL | New Zealand | +12.60% | -9.29% | 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% | -4.28% | 7 - 5 | |
| PALL | Palladium | +11.30% | -14.67% | 9 - 3 | |
| XLI | S&P Industrials | +10.36% | -4.27% | 8 - 4 | |
| XLY | S&P Consumer Discretionary | +9.46% | -6.00% | 7 - 5 | |
| LQD | Investment Grade Bonds | +8.21% | -1.68% | 8 - 4 | |
| XLB | S&P Materials | +7.17% | -4.72% | 7 - 5 | |
| EWT | Taiwan | +6.86% | -7.51% | 8 - 4 | |
| EMB | Emerging Market Bonds | +6.05% | -3.34% | 7 - 5 | |
| BND | US Total Bond Market | +5.82% | -0.57% | 9 - 3 | |
| EDEN | Denmark | +5.24% | -11.59% | 6 - 6 | |
| VNM | Vietnam | +5.11% | -14.50% | 6 - 6 | |
| IWM | US Small Caps | +5.03% | -7.35% | 7 - 5 | |
| VT | World All Countries | +3.67% | -4.44% | 8 - 4 | |
| TIP | TIPS | +3.59% | -2.59% | 8 - 4 | |
| CGW | Global Water | +3.27% | -8.61% | 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% | -2.90% | 7 - 5 | |
| EWC | Canada | +1.08% | -10.96% | 7 - 5 | |
| EWK | Belgium | +0.60% | -7.80% | 6 - 6 | |
| BIL | US Cash | -0.07% | -0.08% | 7 - 5 | |
| EIS | Israel | -1.69% | -9.84% | 5 - 7 | |
| EWL | Switzerland | -1.73% | -8.06% | 6 - 6 | |
| EIRL | Ireland | -1.81% | -17.82% | 3 - 9 | |
| EMIF | Emerging Markets Infrastructure | -2.17% | -11.65% | 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% | -15.73% | 7 - 5 | |
| ICLN | Global Clean Energy | -4.78% | -16.88% | 5 - 7 | |
| VPL | Pacific | -4.82% | -8.00% | 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% | -16.71% | 6 - 6 | |
| VGK | Europe | -7.10% | -11.75% | 5 - 7 | |
| EWU | United Kingdom | -7.62% | -11.94% | 6 - 6 | |
| EWD | Sweden | -8.41% | -11.29% | 5 - 7 | |
| XLE | S&P Energy | -8.70% | -20.03% | 6 - 6 | |
| EWQ | France | -10.75% | -15.93% | 6 - 6 | |
| EWI | Italy | -10.92% | -23.01% | 3 - 9 | |
| EWM | Malaysia | -11.55% | -14.23% | 6 - 6 | |
| EWW | Mexico | -11.59% | -16.52% | 5 - 7 | |
| EWG | Germany | -11.96% | -13.57% | 4 - 8 | |
| PPLT | Platinum | -12.58% | -19.48% | 6 - 6 | |
| EWY | South Korea | -13.48% | -15.73% | 7 - 5 | |
| ECH | Chile | -14.75% | -14.75% | 5 - 7 | |
| EWZ | Brazil | -15.52% | -31.08% | 6 - 6 | |
| EPOL | Poland | -16.33% | -19.44% | 4 - 8 | |
| CPER | Copper | -16.94% | -16.95% | 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% | -35.44% | 7 - 5 | |
| DBC | Commodities | -28.10% | -30.59% | 3 - 9 | |
| UNG | Natural Gas | -28.61% | -44.37% | 5 - 7 | |
| GREK | Greece | -39.96% | -44.96% | 4 - 8 | |
| USO | Crude Oil | -42.36% | -47.64% | 3 - 9 | |
| ERUS | Russia | -44.67% | -44.67% | 3 - 9 | |
| BNO | Brent Oil | -49.03% | -49.96% | 4 - 8 |
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