Period: 01 Jan 2015 - 31 Dec 2015 (12 months).
The best ETF Portfolio of 2015 is:
Technology Portfolio, with a +9.45% return.
The best Investment Theme of 2015 is:
Ireland, with a +22.81% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2015 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2015 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2015 RETURNS AND STATS
Period: 01 Jan 2015 - 31 Dec 2015
| ETF Portfolio | Return â–ľ |
Months Pos - Neg |
||
|---|---|---|---|---|
| Technology | +9.45% | 6 - 6 | ||
| US Stocks Momentum | +8.93% | 5 - 7 | ||
| Stocks/Bonds 80/20 Momentum | +7.25% | 5 - 7 | ||
| Stocks/Bonds 60/40 Momentum | +5.58% | 6 - 6 | ||
| US Stocks Quality | +5.46% | 6 - 6 | ||
| US Stocks Minimum Volatility | +5.45% | 5 - 7 | ||
| Cape US Sector Value | Robert Shiller | +4.57% | 6 - 6 | |
| Stocks/Bonds 40/60 Momentum | +3.91% | 5 - 7 | ||
| Ark Tech Portfolio | Cathie Wood | +3.87% | 7 - 5 | |
| Diavola Portfolio | Davide Pisicchio | +2.72% | 6 - 6 | |
| Odd-Stats Strategy | Aim Ways | +2.65% | 6 - 6 | |
| Stocks/Bonds 20/80 Momentum | +2.23% | 7 - 5 | ||
| US Stocks ESG | +2.12% | 6 - 6 | ||
| Pepperoni Portfolio | Davide Pisicchio | +1.62% | 6 - 6 | |
| 10-year Treasury | +1.51% | 5 - 7 | ||
| Total Bond Developed World ex-US | +1.19% | 6 - 6 | ||
| Stocks/Bonds 40/60 with Bitcoin | +1.16% | 5 - 7 | ||
| Stocks/Bonds 60/40 with Bitcoin | +1.12% | 6 - 6 | ||
| Talmud Portfolio | Roger Gibson | +1.11% | 7 - 5 | |
| Stocks/Bonds 60/40 ESG | +1.04% | 5 - 7 | ||
| Warren Buffett Portfolio | Warren Buffett | +0.96% | 6 - 6 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +0.93% | 6 - 6 | |
| Developed World ex-US 20/80 | +0.88% | 5 - 7 | ||
| All Country World Bonds | +0.85% | 5 - 7 | ||
| Stocks/Bonds 40/60 2x Leveraged | +0.67% | 5 - 7 | ||
| Developed World ex-US 40/60 | +0.56% | 5 - 7 | ||
| Total Bond US | +0.56% | 5 - 7 | ||
| Robo Advisor 0 | Betterment | +0.53% | 6 - 6 | |
| Stocks/Bonds 20/80 | +0.52% | 6 - 6 | ||
| Stocks/Bonds 40/60 ESG | +0.50% | 6 - 6 | ||
| Dynamic 60/40 Income | The Lazy Team | +0.49% | 6 - 6 | |
| Stocks/Bonds 40/60 | +0.48% | 7 - 5 | ||
| Sandwich Portfolio | Bob Clyatt | +0.48% | 6 - 6 | |
| Simple Money Portfolio | Tim Maurer | +0.47% | 6 - 6 | |
| Ulcer Free Strategy | Aim Ways | +0.46% | 4 - 8 | |
| Stocks/Bonds 60/40 | +0.44% | 6 - 6 | ||
| Short Term Treasury | +0.43% | 7 - 5 | ||
| Simple Path to Wealth | JL Collins | +0.41% | 6 - 6 | |
| Stocks/Bonds 80/20 | +0.40% | 6 - 6 | ||
| US Stocks | +0.36% | 6 - 6 | ||
| All Country World 20/80 | +0.31% | 6 - 6 | ||
| LifeStrategy Income Fund | Vanguard | +0.26% | 6 - 6 | |
| Developed World ex-US 60/40 | +0.25% | 5 - 7 | ||
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +0.25% | 6 - 6 | |
| Dynamic 40/60 Income | The Lazy Team | +0.21% | 6 - 6 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | +0.17% | 5 - 7 | |
| Nano Portfolio | John Wasik | +0.12% | 4 - 8 | |
| Robo Advisor 10 Value Tilt | Betterment | +0.10% | 6 - 6 | |
| Capricciosa Portfolio | Davide Pisicchio | +0.08% | 5 - 7 | |
| Developed World ex-US 40/60 Momentum | +0.07% | 7 - 5 | ||
| Stocks/Bonds 60/40 2x Leveraged | +0.05% | 5 - 7 | ||
| Desert Portfolio | Gyroscopic Investing | +0.02% | 6 - 6 | |
| Dedalo Four | Dedalo Invest | -0.03% | 6 - 6 | |
| Developed World ex-US 80/20 | -0.06% | 5 - 7 | ||
| Cockroach Portfolio | Tony Dong | -0.07% | 5 - 7 | |
| Andrew Tobias Portfolio | Andrew Tobias | -0.07% | 5 - 7 | |
| Shield Strategy | Aim Ways | -0.10% | 6 - 6 | |
| US Cash | -0.13% | 6 - 6 | ||
| Edge Select Conservative | Merrill Lynch | -0.16% | 5 - 7 | |
| LifeStrategy Conservative Growth | Vanguard | -0.23% | 5 - 7 | |
| All Country World 40/60 | -0.23% | 5 - 7 | ||
| One-Decision Portfolio | Marvin Appel | -0.25% | 7 - 5 | |
| Yale Endowment | David Swensen | -0.29% | 5 - 7 | |
| Conservative Income | Charles Schwab | -0.30% | 5 - 7 | |
| Dedalo Three | Dedalo Invest | -0.31% | 6 - 6 | |
| Robo Advisor 20 Value Tilt | Betterment | -0.31% | 6 - 6 | |
| Simple and Cheap | Time Money Inc | -0.32% | 5 - 7 | |
| PISI Portfolio | Davide Pisicchio | -0.33% | 4 - 8 | |
| Lifepath Fund | iShares | -0.37% | 5 - 7 | |
| Developed World ex-US Stocks | -0.38% | 5 - 7 | ||
| Sheltered Sam 0/100 | Bill Bernstein | -0.44% | 4 - 8 | |
| Margherita Portfolio | Davide Pisicchio | -0.45% | 6 - 6 | |
| Edge Select Moderately Conservative | Merrill Lynch | -0.48% | 5 - 7 | |
| Developed World ex-US 60/40 Momentum | -0.48% | 7 - 5 | ||
| Tilt Toward Value | Time Money Inc | -0.49% | 6 - 6 | |
| Five Fold | Scott Burns | -0.51% | 4 - 8 | |
| Larry Portfolio | Larry Swedroe | -0.54% | 5 - 7 | |
| Four Seasons Portfolio | Davide Pisicchio | -0.58% | 6 - 6 | |
| Ultimate Buy&Hold | FundAdvice | -0.60% | 5 - 7 | |
| Robust | Alpha Architect | -0.63% | 5 - 7 | |
| Sheltered Sam 10/90 | Bill Bernstein | -0.66% | 4 - 8 | |
| Core Four | Rick Ferri | -0.67% | 5 - 7 | |
| Couch Potato | Scott Burns | -0.70% | 7 - 5 | |
| LifeStrategy Moderate Growth | Vanguard | -0.72% | 5 - 7 | |
| In Saecula Saeculorum | Fulvio Marchese | -0.75% | 5 - 7 | |
| All Country World 60/40 | -0.78% | 5 - 7 | ||
| Sheltered Sam 20/80 | Bill Bernstein | -0.87% | 5 - 7 | |
| Dimensional Retirement Income Fund | DFA | -0.87% | 5 - 7 | |
| Coffeehouse | Bill Schultheis | -0.91% | 7 - 5 | |
| Lazy Portfolio | David Swensen | -0.95% | 5 - 7 | |
| Big Rocks Portfolio | Larry Swedroe | -0.97% | 6 - 6 | |
| Edge Select Moderate | Merrill Lynch | -1.02% | 5 - 7 | |
| Sheltered Sam 30/70 | Bill Bernstein | -1.08% | 5 - 7 | |
| Three Funds | Bogleheads | -1.14% | 5 - 7 | |
| Second Grader's Starter | Paul Farrell | -1.16% | 5 - 7 | |
| Aim comfortable trip | Aim Ways | -1.20% | 6 - 6 | |
| LifeStrategy Growth Fund | Vanguard | -1.21% | 5 - 7 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | -1.21% | 6 - 6 | |
| Four Square | Scott Burns | -1.25% | 5 - 7 | |
| Coward's Portfolio | Bill Bernstein | -1.25% | 6 - 6 | |
| Sheltered Sam 40/60 | Bill Bernstein | -1.30% | 5 - 7 | |
| All Country World 80/20 | -1.32% | 5 - 7 | ||
| No Brainer Portfolio | Bill Bernstein | -1.35% | 6 - 6 | |
| Four Funds | Bogleheads | -1.37% | 5 - 7 | |
| Edge Select Moderately Aggressive | Merrill Lynch | -1.40% | 5 - 7 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | -1.47% | 5 - 7 | |
| Sheltered Sam 50/50 | Bill Bernstein | -1.51% | 6 - 6 | |
| Global Market Portfolio | Credit Suisse | -1.54% | 5 - 7 | |
| Robo Advisor 50 Value Tilt | Betterment | -1.55% | 5 - 7 | |
| Weird Portfolio | Value Stock Geek | -1.57% | 5 - 7 | |
| Developed World ex-US Stocks Momentum | -1.60% | 6 - 6 | ||
| Late Sixties and Beyond | Burton Malkiel | -1.63% | 5 - 7 | |
| Ideal Index | Frank Armstrong | -1.66% | 5 - 7 | |
| Sheltered Sam 60/40 | Bill Bernstein | -1.72% | 5 - 7 | |
| US Inflation Protection | -1.75% | 4 - 8 | ||
| Edge Select Aggressive | Merrill Lynch | -1.81% | 5 - 7 | |
| Simplified Permanent Portfolio | The Lazy Team | -1.82% | 3 - 9 | |
| All Country World Stocks | -1.86% | 5 - 7 | ||
| Sheltered Sam 70/30 | Bill Bernstein | -1.94% | 5 - 7 | |
| European Stocks | -1.94% | 6 - 6 | ||
| Dedalo Eleven | Dedalo Invest | -2.03% | 5 - 7 | |
| Margaritaville | Scott Burns | -2.03% | 5 - 7 | |
| Gold Pivot Ptf | Aim Ways | -2.07% | 4 - 8 | |
| Sheltered Sam 80/20 | Bill Bernstein | -2.15% | 6 - 6 | |
| Permanent Portfolio with Bitcoin | Harry Browne | -2.15% | 3 - 9 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | -2.16% | 3 - 9 | |
| Long Term Portfolio | Ben Stein | -2.18% | 5 - 7 | |
| Gretchen Tai Portfolio | Gretchen Tai | -2.21% | 5 - 7 | |
| Mid-Fifties | Burton Malkiel | -2.27% | 5 - 7 | |
| Family Taxable Portfolio | Ted Aronson | -2.35% | 6 - 6 | |
| Sheltered Sam 90/10 | Bill Bernstein | -2.36% | 6 - 6 | |
| Robo Advisor 80 Value Tilt | Betterment | -2.47% | 4 - 8 | |
| Marc Faber Portfolio | Marc Faber | -2.47% | 3 - 9 | |
| Perfect Portfolio | Ben Stein | -2.48% | 4 - 8 | |
| Sheltered Sam 100/0 | Bill Bernstein | -2.58% | 6 - 6 | |
| Late Thirties to Early Forties | Burton Malkiel | -2.65% | 4 - 8 | |
| US Stocks Equal Weight | -2.66% | 6 - 6 | ||
| Golden Ratio Portfolio | Frank Vasquez | -2.70% | 3 - 9 | |
| Mid-Twenties | Burton Malkiel | -2.79% | 4 - 8 | |
| Robo Advisor 90 Value Tilt | Betterment | -2.80% | 4 - 8 | |
| Golden Butterfly with Bitcoin | Tyler | -2.81% | 3 - 9 | |
| Pinwheel | Tyler | -2.88% | 4 - 8 | |
| Permanent Portfolio | Harry Browne | -3.06% | 2 - 10 | |
| Gone Fishin' Portfolio | Alexander Green | -3.07% | 4 - 8 | |
| GAA Global Asset Allocation | Mebane Faber | -3.07% | 5 - 7 | |
| All Weather Portfolio | Ray Dalio | -3.23% | 3 - 9 | |
| Robo Advisor 100 Value Tilt | Betterment | -3.25% | 5 - 7 | |
| Rob Arnott Portfolio | Rob Arnott | -3.26% | 4 - 8 | |
| Eliminate Fat Tails | Larry Swedroe | -3.40% | 5 - 7 | |
| Seven Value | Scott Burns | -3.57% | 5 - 7 | |
| Golden Butterfly | Tyler | -3.71% | 3 - 9 | |
| High Yield Bonds Income | The Lazy Team | -3.94% | 5 - 7 | |
| Six Ways from Sunday | Scott Burns | -4.01% | 5 - 7 | |
| US Stocks Value | -4.32% | 6 - 6 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | -4.99% | 3 - 9 | |
| Golden Butterfly 2x Leveraged | Tyler | -5.12% | 3 - 9 | |
| Paul Boyer Portfolio | Paul Boyer | -5.29% | 2 - 10 | |
| Five Asset | Roger Gibson | -5.77% | 4 - 8 | |
| 7Twelve Portfolio | Craig Israelsen | -6.71% | 3 - 9 | |
| Aggressive Global Income | The Lazy Team | -6.99% | 3 - 9 | |
| Ivy Portfolio | Mebane Faber | -7.10% | 3 - 9 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | -8.24% | 3 - 9 | |
| Gold | -10.67% | 4 - 8 | ||
| Berkshire Hathaway | Warren Buffett | -12.48% | 4 - 8 | |
| Emerging Markets Stocks | -16.18% | 3 - 9 |
2015 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2015 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2015 RETURNS AND STATS
Period: 01 Jan 2015 - 31 Dec 2015
| ETF | Investment Theme | Return â–ľ |
Months Pos - Neg |
|---|---|---|---|
|
EIRL
|
Ireland | +22.81% | 7 - 5 |
|
EDEN
|
Denmark | +20.62% | 8 - 4 |
|
EWK
|
Belgium | +13.80% | 8 - 4 |
|
XLY
|
Consumer Discretionary | +9.91% | 5 - 7 |
|
QQQ
|
US Technology | +9.45% | 6 - 6 |
|
EWJ
|
Japan | +9.17% | 8 - 4 |
|
EIS
|
Israel | +7.79% | 7 - 5 |
|
XLP
|
Consumer Staples | +6.89% | 6 - 6 |
|
XLV
|
Healthcare | +6.84% | 7 - 5 |
|
XLK
|
Information Technology | +5.49% | 6 - 6 |
|
EMQQ
|
Emerging Markets E-Commerce | +4.96% | 5 - 7 |
|
EWO
|
Austria | +4.60% | 4 - 8 |
|
PFF
|
US Preferred Stocks | +4.27% | 7 - 5 |
|
ICLN
|
Global Clean Energy | +3.81% | 6 - 6 |
|
VUG
|
US Large Cap Growth | +3.25% | 6 - 6 |
|
EWI
|
Italy | +3.12% | 6 - 6 |
|
IJT
|
US Small Cap Growth | +2.70% | 7 - 5 |
|
XLC
|
Communication Services | +2.70% | 3 - 9 |
|
VNQ
|
US REITs | +2.42% | 6 - 6 |
|
XLRE
|
Real Estate | +2.42% | 6 - 6 |
|
VPL
|
Pacific | +2.03% | 6 - 6 |
|
IJK
|
US Mid Cap Growth | +1.91% | 7 - 5 |
|
EWN
|
Netherlands | +1.50% | 6 - 6 |
|
SPY
|
US Large Cap Blend | +1.25% | 6 - 6 |
|
BNDX
|
International Bonds | +1.19% | 6 - 6 |
|
EMB
|
Emerg. Market Bonds | +1.04% | 7 - 5 |
|
BND
|
US Total Bond Market | +0.56% | 5 - 7 |
|
VTI
|
US Total Stock Market | +0.36% | 6 - 6 |
|
EWL
|
Switzerland | +0.29% | 7 - 5 |
|
EWQ
|
France | +0.24% | 5 - 7 |
|
BIL
|
US Cash | -0.13% | 6 - 6 |
|
VTV
|
US Large Cap Value | -0.98% | 6 - 6 |
|
EFA
|
EAFE Stocks | -1.00% | 6 - 6 |
|
EWH
|
Hong Kong | -1.17% | 5 - 7 |
|
LQD
|
US Invest. Grade Bonds | -1.25% | 5 - 7 |
|
CGW
|
Global Water | -1.68% | 5 - 7 |
|
XLF
|
Financials | -1.74% | 6 - 6 |
|
TIP
|
US TIPS | -1.75% | 4 - 8 |
|
TLT
|
US Long Term Treasuries | -1.79% | 4 - 8 |
|
VT
|
World All Countries | -1.86% | 5 - 7 |
|
VOE
|
US Mid Cap Value | -1.89% | 5 - 7 |
|
VGK
|
Europe | -1.94% | 6 - 6 |
|
ENZL
|
New Zealand | -1.99% | 5 - 7 |
|
IJR
|
US Small Cap Blend | -2.07% | 6 - 6 |
|
HACK
|
Cyber Security | -2.23% | 6 - 6 |
|
IJH
|
US Mid Cap Blend | -2.33% | 6 - 6 |
|
ARGT
|
Argentina | -2.77% | 4 - 8 |
|
EWG
|
Germany | -2.79% | 6 - 6 |
|
XLI
|
Industrials | -4.30% | 5 - 7 |
|
EWD
|
Sweden | -4.54% | 6 - 6 |
|
XLU
|
Utilities | -4.91% | 6 - 6 |
|
HYG
|
US High Yield Bonds | -5.03% | 5 - 7 |
|
IJS
|
US Small Cap Value | -6.90% | 6 - 6 |
|
EWU
|
United Kingdom | -7.03% | 6 - 6 |
|
INDA
|
India | -7.12% | 6 - 6 |
|
EWY
|
South Korea | -8.03% | 6 - 6 |
|
XLB
|
Materials | -8.67% | 5 - 7 |
|
EWA
|
Australia | -9.96% | 5 - 7 |
|
GLD
|
Gold | -10.67% | 4 - 8 |
|
EPHE
|
Philippines | -10.85% | 4 - 8 |
|
IGF
|
Global Infrastructure | -12.09% | 5 - 7 |
|
SLV
|
Silver | -12.42% | 4 - 8 |
|
EWT
|
Taiwan | -12.87% | 4 - 8 |
|
FXI
|
China | -12.93% | 4 - 8 |
|
EWW
|
Mexico | -14.25% | 3 - 9 |
|
EMIF
|
Emerging Markets Infrastructure | -14.37% | 4 - 8 |
|
UAE
|
United Arab Emirates | -15.30% | 4 - 8 |
|
EWP
|
Spain | -15.51% | 4 - 8 |
|
NORW
|
Norway | -15.73% | 5 - 7 |
|
EEM
|
Emerging Markets | -16.18% | 3 - 9 |
|
QAT
|
Qatar | -16.40% | 5 - 7 |
|
EWS
|
Singapore | -18.34% | 4 - 8 |
|
ECH
|
Chile | -18.51% | 3 - 9 |
|
VNM
|
Vietnam | -20.11% | 4 - 8 |
|
EWM
|
Malaysia | -20.67% | 5 - 7 |
|
XLE
|
Energy | -21.47% | 3 - 9 |
|
THD
|
Thailand | -22.02% | 3 - 9 |
|
EIDO
|
Indonesia | -22.80% | 6 - 6 |
|
EPOL
|
Poland | -23.19% | 2 - 10 |
|
EWC
|
Canada | -23.91% | 3 - 9 |
|
CPER
|
Copper | -24.97% | 4 - 8 |
|
EZA
|
South Africa | -26.03% | 5 - 7 |
|
PPLT
|
Platinum | -26.67% | 4 - 8 |
|
DBC
|
Commodities | -27.59% | 4 - 8 |
|
PALL
|
Palladium | -30.09% | 5 - 7 |
|
FLLA
|
Latin America | -30.66% | 4 - 8 |
|
TUR
|
Turkey | -31.44% | 2 - 10 |
|
EPU
|
Peru | -35.88% | 3 - 9 |
|
GREK
|
Greece | -39.71% | 4 - 8 |
|
GXG
|
Colombia | -41.07% | 3 - 9 |
|
UNG
|
Natural Gas | -41.30% | 3 - 9 |
|
EWZ
|
Brazil | -41.74% | 4 - 8 |
|
USO
|
WTI Crude Oil | -45.97% | 4 - 8 |
|
BNO
|
Brent Oil | -46.08% | 4 - 8 |
| Legend: Stocks Fixed Income Commodities |
