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
| 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 |
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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 | |
| 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 |
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