Period: 01 Jan 2016 - 31 Dec 2016 (12 months).

The best ETF Portfolio of 2016 is:
US Stocks Value Portfolio, with a +18.48% return.

The best Investment Theme of 2016 is:
Brazil, with a +64.47% return.

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

2016 - ETF Portfolio Returns

The following table represents Lazy ETF Portfolio 2016 YTD returns and stats. Columns are sortable, and portfolio risk filters can be used.

LAZY ETF PORTFOLIOS - 2016 RETURNS AND STATS
Period: 01 Jan 2016 - 31 Dec 2016
Risk Filter:
ETF Portfolio Return ▾ Drawdown Months
Pos - Neg
US Stocks Value
+18.48% -5.38% 9 - 3
Aggressive Global Income
+18.29% -3.34% 9 - 3
Cape US Sector Value
Robert Shiller
+18.06% -4.58% 9 - 3
Golden Butterfly 2x Leveraged
+17.09% -6.97% 7 - 5
Sheltered Sam 100/0
Bill Bernstein
+14.96% -5.02% 9 - 3
US Stocks Equal Weight
+14.50% -5.56% 9 - 3
Sheltered Sam 90/10
Bill Bernstein
+13.70% -4.40% 10 - 2
Stocks/Bonds 60/40 2x Leveraged
+13.14% -4.20% 8 - 4
Golden Butterfly with Bitcoin
+13.14% -2.99% 8 - 4
US Stocks
+12.83% -5.73% 9 - 3
Sheltered Sam 80/20
Bill Bernstein
+12.44% -3.80% 9 - 3
Ultimate Buy and Hold Strategy
Paul Merriman
+12.36% -6.13% 8 - 4
High Yield Bonds Income
+12.01% -3.93% 9 - 3
US Stocks ESG
+11.65% -6.66% 8 - 4
Seven Value
Scott Burns
+11.54% -3.28% 8 - 4
Sheltered Sam 70/30
Bill Bernstein
+11.18% -3.19% 9 - 3
Robo Advisor 100
Betterment
+11.17% -6.32% 9 - 3
All Weather Portfolio 2x Leveraged
Ray Dalio
+11.11% -14.01% 7 - 5
Family Taxable Portfolio
Ted Aronson
+11.10% -3.28% 10 - 2
Coffeehouse
Bill Schultheis
+11.04% -2.64% 9 - 3
Stocks/Bonds 60/40 with Bitcoin
+11.03% -3.13% 9 - 3
No Brainer Portfolio
Bill Bernstein
+11.03% -4.44% 9 - 3
Emerging Markets Stocks
+10.87% -5.81% 6 - 6
Talmud Portfolio 2x Leveraged
Roger Gibson
+10.82% -11.50% 6 - 6
Golden Butterfly
+10.82% -3.36% 9 - 3
Robo Advisor 90
Betterment
+10.80% -5.43% 9 - 3
Stocks/Bonds 80/20
+10.77% -4.34% 10 - 2
Warren Buffett Portfolio
Warren Buffett
+10.69% -4.87% 9 - 3
Six Ways from Sunday
Scott Burns
+10.61% -3.04% 8 - 4
US Stocks Minimum Volatility
+10.57% -5.27% 7 - 5
Gone Fishin' Portfolio
Alexander Green
+10.50% -3.34% 9 - 3
Simple Path to Wealth
JL Collins
+10.25% -3.99% 10 - 2
Robo Advisor 80
Betterment
+10.10% -4.56% 9 - 3
Sheltered Sam 60/40
Bill Bernstein
+9.92% -2.59% 9 - 3
Big Rocks Portfolio
Larry Swedroe
+9.71% -3.10% 9 - 3
Five Asset
Roger Gibson
+9.61% -3.95% 8 - 4
Coward's Portfolio
Bill Bernstein
+9.49% -3.00% 9 - 3
Second Grader's Starter
Paul Farrell
+9.42% -5.60% 9 - 3
Long Term Portfolio
Ben Stein
+9.22% -4.80% 8 - 4
Edge Select Aggressive
Merrill Lynch
+9.21% -4.97% 9 - 3
Ideal Index
Frank Armstrong
+9.05% -4.06% 9 - 3
Late Thirties to Early Forties
Burton Malkiel
+8.99% -4.56% 8 - 4
Stocks/Bonds 40/60 with Bitcoin
+8.97% -1.74% 9 - 3
Mid-Twenties
Burton Malkiel
+8.95% -4.88% 8 - 4
Stocks/Bonds 40/60 2x Leveraged
+8.94% -6.54% 7 - 5
Mid-Fifties
Burton Malkiel
+8.92% -3.97% 7 - 5
Couch Potato
Scott Burns
+8.75% -2.08% 9 - 3
Stocks/Bonds 60/40
+8.71% -2.95% 10 - 2
Sheltered Sam 50/50
Bill Bernstein
+8.66% -1.99% 9 - 3
Pinwheel
+8.63% -2.93% 7 - 5
Four Funds
Bogleheads
+8.61% -4.75% 9 - 3
Simplified Permanent Portfolio 2x Leveraged
+8.57% -13.44% 7 - 5
Core Four
Rick Ferri
+8.53% -4.54% 8 - 4
One-Decision Portfolio
Marvin Appel
+8.52% -3.21% 8 - 4
All Country World Stocks
+8.51% -6.91% 8 - 4
Late Sixties and Beyond
Burton Malkiel
+8.48% -3.07% 6 - 6
Tilt Toward Value
Time Inc
+8.44% -2.65% 9 - 3
Three Funds
Bogleheads
+8.39% -4.82% 9 - 3
Ultimate Buy&Hold
FundAdvice
+8.37% -2.77% 8 - 4
LifeStrategy Growth Fund
Vanguard
+8.36% -4.84% 9 - 3
Perfect Portfolio
Ben Stein
+8.29% -4.94% 9 - 3
Edge Select Moderately Aggressive
Merrill Lynch
+8.18% -3.80% 9 - 3
All Weather Portfolio with Bitcoin
Ray Dalio
+8.17% -5.94% 8 - 4
Simple Money Portfolio
Tim Maurer
+8.15% -3.04% 8 - 4
Robust
Alpha Architect
+8.13% -3.96% 8 - 4
Stocks/Bonds 60/40 ESG
+8.09% -3.49% 8 - 4
Gold
+8.03% -15.02% 6 - 6
Robo Advisor 50
Betterment
+8.00% -2.25% 9 - 3
Talmud Portfolio
Roger Gibson
+7.99% -4.84% 7 - 5
Desert Portfolio 2x Leveraged
Gyroscopic Investing
+7.95% -10.03% 8 - 4
Gretchen Tai Portfolio
Gretchen Tai
+7.93% -3.80% 8 - 4
7Twelve Portfolio
Craig Israelsen
+7.88% -3.46% 9 - 3
Permanent Portfolio with Bitcoin
Harry Browne
+7.86% -6.17% 7 - 5
Ivy Portfolio
Mebane Faber
+7.80% -4.52% 8 - 4
Lazy Portfolio
David Swensen
+7.74% -3.13% 7 - 5
Desert Portfolio with Bitcoin
Gyroscopic Investing
+7.71% -1.89% 8 - 4
All Country World 80/20
+7.67% -5.08% 9 - 3
Margaritaville
Scott Burns
+7.53% -3.63% 9 - 3
Dynamic 40/60 Income
+7.53% -1.95% 9 - 3
Jane Bryant Quinn Portfolio
Jane Bryant Quinn
+7.50% -3.67% 8 - 4
Sheltered Sam 40/60
Bill Bernstein
+7.40% -1.39% 8 - 4
Dynamic 60/40 Income
+7.39% -2.92% 7 - 5
Yale Endowment
David Swensen
+7.39% -4.89% 6 - 6
Edge Select Moderate
Merrill Lynch
+7.31% -2.51% 8 - 4
Eliminate Fat Tails
Larry Swedroe
+7.30% -1.12% 9 - 3
Dimensional 2030 Retirement Income
DFA
+7.26% -2.45% 10 - 2
Paul Boyer Portfolio
Paul Boyer
+7.19% -6.74% 7 - 5
Rob Arnott Portfolio
Rob Arnott
+7.14% -3.86% 8 - 4
Five Fold
Scott Burns
+7.13% -3.39% 7 - 5
Technology
+7.10% -8.37% 7 - 5
LifeStrategy Moderate Growth
Vanguard
+7.06% -3.07% 9 - 3
Marc Faber Portfolio
Marc Faber
+6.97% -7.73% 6 - 6
Simple and Cheap
Time Inc
+6.91% -2.80% 7 - 5
Larry Portfolio
Larry Swedroe
+6.87% -1.26% 8 - 4
All Country World 60/40
+6.82% -3.26% 8 - 4
Four Square
Scott Burns
+6.76% -2.11% 9 - 3
Stocks/Bonds 40/60
+6.64% -1.57% 9 - 3
Sandwich Portfolio
Bob Clyatt
+6.63% -2.20% 8 - 4
Global Market Portfolio
Credit Suisse
+6.49% -4.41% 7 - 5
GAA Global Asset Allocation
Mebane Faber
+6.40% -4.46% 8 - 4
Stocks/Bonds 40/60 ESG
+6.31% -1.90% 8 - 4
Sheltered Sam 30/70
Bill Bernstein
+6.14% -0.94% 8 - 4
Edge Select Moderately Conservative
Merrill Lynch
+6.14% -1.87% 9 - 3
Lifepath Fund
iShares
+6.12% -1.80% 8 - 4
Nano Portfolio
John Wasik
+6.00% -3.76% 7 - 5
All Country World 40/60
+5.97% -2.44% 9 - 3
All Weather Portfolio
Ray Dalio
+5.86% -6.47% 8 - 4
LifeStrategy Conservative Growth
Vanguard
+5.76% -1.97% 9 - 3
Simplified Permanent Portfolio
+5.72% -6.23% 7 - 5
Permanent Portfolio
Harry Browne
+5.54% -6.98% 6 - 6
Desert Portfolio
Gyroscopic Investing
+5.39% -2.63% 8 - 4
All Country World 20/80
+5.12% -2.99% 9 - 3
Andrew Tobias Portfolio
Andrew Tobias
+5.01% -4.55% 8 - 4
US Stocks Momentum
+5.00% -5.03% 6 - 6
Sheltered Sam 20/80
Bill Bernstein
+4.89% -0.76% 7 - 5
US Inflation Protection
+4.68% -2.64% 7 - 5
Edge Select Conservative
Merrill Lynch
+4.67% -1.32% 9 - 3
Dimensional Retirement Income Fund
DFA
+4.66% -1.35% 7 - 5
Total Bond Developed World ex-US
+4.61% -2.49% 9 - 3
Stocks/Bonds 20/80
+4.58% -2.40% 8 - 4
Stocks/Bonds 80/20 Momentum
+4.51% -3.62% 6 - 6
LifeStrategy Income Fund
Vanguard
+4.45% -2.58% 8 - 4
All Country World Bonds
+4.27% -3.54% 10 - 2
Developed World ex-US 20/80
+4.23% -2.76% 9 - 3
Stocks/Bonds 60/40 Momentum
+4.01% -3.57% 6 - 6
Robo Advisor 20
Betterment
+4.01% -1.37% 8 - 4
Developed World ex-US 40/60
+3.84% -3.04% 8 - 4
Sheltered Sam 10/90
Bill Bernstein
+3.63% -1.07% 8 - 4
Stocks/Bonds 40/60 Momentum
+3.51% -3.61% 7 - 5
Conservative Income
Charles Schwab
+3.48% -2.55% 9 - 3
Developed World ex-US 60/40
+3.45% -4.03% 7 - 5
Developed World ex-US 80/20
+3.06% -6.24% 6 - 6
Stocks/Bonds 20/80 Momentum
+3.02% -3.64% 9 - 3
Developed World ex-US 40/60 Momentum
+2.96% -4.27% 7 - 5
Developed World ex-US Stocks
+2.67% -8.44% 6 - 6
Total Bond US
+2.52% -3.68% 8 - 4
Robo Advisor 10
Betterment
+2.45% -1.03% 8 - 4
Sheltered Sam 0/100
Bill Bernstein
+2.37% -1.38% 8 - 4
Developed World ex-US 60/40 Momentum
+2.13% -5.21% 6 - 6
10-year Treasury
+1.00% -6.50% 5 - 7
Robo Advisor 0
Betterment
+0.92% -0.77% 7 - 5
Short Term Treasury
+0.82% -0.67% 7 - 5
Developed World ex-US Stocks Momentum
+0.47% -7.09% 6 - 6
Ark Tech Portfolio
Cathie Wood
+0.39% -18.29% 7 - 5
European Stocks
-0.37% -8.60% 6 - 6

2016 - Best Investment Themes

Portfolios can be specialized with particular Investment Themes.

In the following table, the best (and worst) Investment Themes 2016 YTD returns. Columns are sortable.

Check all the Investment Themes

INVESTMENT THEMES - 2016 RETURNS AND STATS
Period: 01 Jan 2016 - 31 Dec 2016
ETF Investment Theme Return ▾ Drawdown Months
Pos - Neg
EWZ Brazil +64.47% -13.79% 9 - 3
EPU Peru +64.01% -6.85% 7 - 5
PAK Pakistan +38.45% -5.68% 9 - 3
IJS US Small Cap Value +31.25% -5.85% 10 - 2
BNO Brent Oil +28.10% -14.69% 8 - 4
ARGT Argentina +28.02% -5.14% 8 - 4
XLE Energy +28.02% -6.20% 7 - 5
IJR US Small Cap Blend +26.61% -6.16% 10 - 2
THD Thailand +26.34% -4.90% 8 - 4
FLLA Latin America +24.15% -11.56% 7 - 5
GXG Colombia +24.08% -11.67% 7 - 5
EWC Canada +23.82% -3.62% 9 - 3
XLC Communication Services +22.79% -9.17% 8 - 4
XLF Financials +22.42% -11.50% 8 - 4
IJT US Small Cap Growth +22.07% -6.44% 10 - 2
IJH US Mid Cap Blend +20.73% -5.59% 9 - 3
PALL Palladium +20.38% -14.37% 6 - 6
XLI Industrials +20.01% -5.70% 9 - 3
ECH Chile +19.47% -7.68% 8 - 4
DBC Commodities +18.56% -6.97% 8 - 4
EWT Taiwan +17.73% -5.77% 8 - 4
NORW Norway +17.28% -5.16% 6 - 6
VTV US Large Cap Value +17.12% -4.76% 9 - 3
EIDO Indonesia +16.99% -11.69% 7 - 5
XLB Materials +16.80% -10.71% 6 - 6
EZA South Africa +16.75% -12.00% 6 - 6
XLU Utilities +16.06% -10.15% 8 - 4
VOE US Mid Cap Value +15.40% -6.86% 10 - 2
XLK Information Technology +15.02% -5.03% 7 - 5
CPER Copper +14.58% -9.03% 7 - 5
IJK US Mid Cap Growth +14.57% -5.78% 9 - 3
SLV Silver +14.56% -21.91% 7 - 5
HYG High Yield Bonds +13.41% -1.60% 10 - 2
VTI US Total Stock Market +12.83% -5.73% 9 - 3
SPY US Large Cap Blend +12.00% -5.06% 9 - 3
IGF Global Infrastructure +11.85% -7.17% 7 - 5
EWA Australia +11.11% -8.86% 7 - 5
ENZL New Zealand +11.06% -12.27% 8 - 4
EEM Emerging Markets +10.87% -5.81% 6 - 6
UAE United Arab Emirates +9.65% -9.11% 6 - 6
XT Exponential Techonologies +9.42% -8.10% 8 - 4
EMB Emerg. Market Bonds +9.26% -5.97% 9 - 3
VNQ US REITs +8.60% -12.43% 5 - 7
VT World All Countries +8.51% -6.91% 8 - 4
EWY South Korea +8.44% -8.38% 6 - 6
GLD Gold +8.03% -15.02% 6 - 6
EWO Austria +7.91% -11.16% 7 - 5
UNG Natural Gas +7.73% -30.56% 5 - 7
KSA Saudi Arabia +7.61% -13.29% 7 - 5
QQQ US Technology +7.10% -8.37% 7 - 5
CGW Global Water +6.56% -6.54% 7 - 5
USO WTI Crude Oil +6.55% -18.18% 7 - 5
VUG US Large Cap Growth +6.28% -6.38% 6 - 6
LQD Invest. Grade Bonds +6.21% -4.95% 8 - 4
XLY Consumer Discretionary +5.97% -5.18% 7 - 5
EMIF Emerging Markets Infrastructure +5.89% -9.41% 6 - 6
VPL Pacific +5.35% -9.26% 7 - 5
XLP Consumer Staples +4.98% -7.72% 6 - 6
EWQ France +4.90% -6.24% 5 - 7
TIP TIPS +4.68% -2.64% 7 - 5
BNDX International Bonds +4.61% -2.49% 9 - 3
EWN Netherlands +4.09% -6.11% 7 - 5
EWG Germany +3.60% -10.81% 6 - 6
HACK Cyber Security +3.36% -14.83% 6 - 6
EWJ Japan +2.78% -10.15% 7 - 5
XLRE Real Estate +2.74% -13.01% 6 - 6
BND US Total Bond Market +2.52% -3.68% 8 - 4
EPOL Poland +2.42% -15.96% 7 - 5
QAT Qatar +2.41% -12.02% 6 - 6
EWD Sweden +2.37% -6.20% 7 - 5
EFA EAFE Stocks +1.37% -8.67% 6 - 6
EWH Hong Kong +1.35% -10.54% 7 - 5
PFF Preferred Stocks +1.30% -5.30% 8 - 4
TLT Long Term Treasuries +1.18% -14.83% 5 - 7
FXI China +1.08% -14.20% 7 - 5
EWS Singapore +0.70% -8.66% 7 - 5
PPLT Platinum +0.68% -21.53% 5 - 7
BIL US Cash +0.11% -0.04% 10 - 2
GREK Greece -0.20% -18.97% 7 - 5
VGK Europe -0.37% -8.60% 6 - 6
EWU United Kingdom -1.23% -7.81% 7 - 5
EWK Belgium -1.35% -9.36% 7 - 5
INDA India -1.64% -12.65% 5 - 7
EWP Spain -1.82% -11.59% 7 - 5
EWL Switzerland -2.50% -8.73% 5 - 7
XLV Healthcare -2.76% -10.08% 7 - 5
EMQQ Emerging Markets E-Commerce -3.24% -15.59% 6 - 6
EPHE Philippines -3.29% -18.63% 6 - 6
PGAL Portugal -3.92% -11.47% 5 - 7
EIS Israel -3.99% -6.95% 6 - 6
EWM Malaysia -4.04% -16.75% 4 - 8
EDEN Denmark -7.62% -15.60% 5 - 7
EIRL Ireland -8.51% -12.86% 6 - 6
TUR Turkey -8.55% -29.21% 7 - 5
EWI Italy -8.56% -18.79% 6 - 6
VNM Vietnam -9.66% -12.04% 5 - 7
EWW Mexico -10.32% -17.40% 7 - 5
ICLN Global Clean Energy -16.90% -16.90% 4 - 8
EGPT Egypt -30.91% -32.96% 6 - 6
NGE Nigeria -38.17% -38.95% 6 - 6
Stocks Bonds Commodities
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