If you need a regural income from your investments, you should look for stocks/bonds that give you periodic dividends/distributions.
If you invest in an ETF Portfolio, with low cost fees and very little maintenance needed, you can actually build your financial freedom path.
Choose your Lazy Portfolio, and implement it with ETFs.
Portfolios are ordered by their most recent Dividend Yield. Click on column header to sort table.
Last Update - 31 Mar 2021
2021 Dividend Yield is calculated only for a portion of the year (Jan - Mar)
% Allocation |
Div.Yield (%) |
Ann. Returns (%) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | Stocks | Bonds | Comm. | 2021 | 2020 ▾ | 1Y | 5Y | 10Y | |
| High Yield Bonds Income |
0 | 100 | 0 | 0.64 | 4.38 | +16.59 | +6.26 | +5.66 | |
| Aggressive Global Income |
80 | 20 | 0 | 0.49 | 3.52 | +40.61 | +8.68 | +7.08 | |
| Dynamic 40/60 Income |
40 | 60 | 0 | 0.51 | 3.24 | +23.46 | +6.99 | +6.31 | |
| Dynamic 60/40 Income |
60 | 40 | 0 | 0.51 | 3.17 | +27.24 | +7.37 | +7.14 | |
| European Stocks |
100 | 0 | 0 | 0.45 | 2.85 | +49.91 | +8.90 | +5.59 | |
| Talmud Portfolio Roger Gibson |
66.7 | 33.3 | 0 | 0.42 | 2.63 | +30.91 | +8.76 | +8.90 | |
| Total Bond US |
0 | 100 | 0 | 0.30 | 2.53 | +1.56 | +3.08 | +3.32 | |
| Stocks/Bonds 20/80 |
20 | 80 | 0 | 0.31 | 2.37 | +11.29 | +5.83 | +5.52 | |
| Late Sixties and Beyond Burton Malkiel |
71 | 29 | 0 | 0.32 | 2.27 | +36.29 | +9.85 | +8.28 | |
| Coffee House Bill Schultheis |
60 | 40 | 0 | 0.37 | 2.25 | +34.32 | +8.98 | +8.09 | |
| Mid-Fifties Burton Malkiel |
80 | 20 | 0 | 0.29 | 2.23 | +42.27 | +10.91 | +8.69 | |
| Developed World Stocks |
100 | 0 | 0 | 0.49 | 2.21 | +50.88 | +9.66 | +5.98 | |
| Stocks/Bonds 40/60 |
40 | 60 | 0 | 0.32 | 2.20 | +22.10 | +8.56 | +7.66 | |
| Gone Fishin' Portfolio Alexander Green |
65 | 30 | 5 | 0.29 | 2.16 | +41.78 | +10.34 | +7.54 | |
| Lifepath Fund iShares |
40.4 | 59.6 | 0 | 0.28 | 2.15 | +21.66 | +7.76 | +6.57 | |
| Core Four Rick Ferri |
80 | 20 | 0 | 0.34 | 2.14 | +43.15 | +11.66 | +9.45 | |
| Yale Endowment David Swensen |
70 | 30 | 0 | 0.34 | 2.12 | +30.68 | +9.45 | +8.90 | |
| Late Thirties to Early Forties Burton Malkiel |
85 | 15 | 0 | 0.26 | 2.11 | +45.53 | +11.52 | +8.83 | |
| Mid-Twenties Burton Malkiel |
87 | 13 | 0 | 0.25 | 2.07 | +46.90 | +11.66 | +8.80 | |
| Robo Advisor 50 Betterment |
49.9 | 50.1 | 0 | 0.25 | 2.06 | +28.81 | +8.33 | +6.91 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
100 | 0 | 0 | 0.31 | 2.06 | +60.96 | +11.27 | +8.95 | |
| Stocks/Bonds 60/40 |
60 | 40 | 0 | 0.33 | 2.04 | +34.16 | +11.29 | +9.76 | |
| Lazy Portfolio David Swensen |
70 | 30 | 0 | 0.29 | 2.03 | +34.64 | +9.40 | +8.07 | |
| Three Funds Bogleheads |
80 | 20 | 0 | 0.32 | 2.02 | +44.36 | +12.09 | +9.29 | |
| Ivy Portfolio Mebane Faber |
60 | 20 | 20 | 0.31 | 2.02 | +38.35 | +7.58 | +4.83 | |
| Developed World 80/20 |
80 | 20 | 0 | 0.42 | 2.00 | +38.92 | +8.52 | +5.88 | |
| Robo Advisor 80 Betterment |
80 | 20 | 0 | 0.35 | 1.97 | +47.03 | +11.31 | +8.63 | |
| Edge Select Moderately Conservative Merrill Lynch |
37 | 63 | 0 | 0.29 | 1.95 | +21.00 | +7.95 | +6.75 | |
| Robo Advisor 90 Betterment |
90.1 | 9.9 | 0 | 0.36 | 1.94 | +53.79 | +12.28 | +9.17 | |
| Robo Advisor 100 Betterment |
100 | 0 | 0 | 0.24 | 1.94 | +59.30 | +13.04 | +9.59 | |
| Second Grader's Starter Paul Farrell |
90 | 10 | 0 | 0.32 | 1.94 | +51.67 | +13.43 | +10.29 | |
| Five Asset Roger Gibson |
60 | 20 | 20 | 0.30 | 1.93 | +38.12 | +8.49 | +5.59 | |
| Edge Select Moderate Merrill Lynch |
53 | 47 | 0 | 0.29 | 1.93 | +30.17 | +9.84 | +7.87 | |
| Simple Path to Wealth JL Collins |
75 | 25 | 0 | 0.34 | 1.92 | +44.15 | +13.32 | +11.30 | |
| Conservative Income Charles Schwab |
5 | 95 | 0 | 0.21 | 1.91 | +4.84 | +3.14 | +3.13 | |
| Four Funds Bogleheads |
80 | 20 | 0 | 0.29 | 1.89 | +45.19 | +12.15 | +9.30 | |
| Rob Arnott Portfolio Rob Arnott |
30 | 60 | 10 | 0.25 | 1.88 | +17.44 | +6.38 | +5.59 | |
| Stocks/Bonds 80/20 |
80 | 20 | 0 | 0.34 | 1.87 | +47.67 | +13.99 | +11.80 | |
| Edge Select Moderately Aggressive Merrill Lynch |
69 | 31 | 0 | 0.28 | 1.86 | +39.54 | +11.69 | +8.97 | |
| Coward's Portfolio Bill Bernstein |
60 | 40 | 0 | 0.29 | 1.81 | +34.59 | +9.16 | +7.61 | |
| Family Taxable Portfolio Ted Aronson |
70 | 30 | 0 | 0.24 | 1.80 | +41.37 | +11.10 | +8.81 | |
| Developed World 60/40 |
60 | 40 | 0 | 0.35 | 1.79 | +28.31 | +7.32 | +5.69 | |
| Ideal Index Frank Armstrong |
70 | 30 | 0 | 0.28 | 1.75 | +37.39 | +8.93 | +6.88 | |
| Ultimate Buy&Hold FundAdvice |
60 | 40 | 0 | 0.24 | 1.73 | +31.13 | +7.72 | +6.45 | |
| Edge Select Aggressive Merrill Lynch |
84 | 16 | 0 | 0.27 | 1.73 | +49.23 | +13.29 | +9.89 | |
| Margaritaville Scott Burns |
67 | 33 | 0 | 0.21 | 1.73 | +37.75 | +10.36 | +7.75 | |
| US Stocks |
100 | 0 | 0 | 0.35 | 1.71 | +62.90 | +16.69 | +13.80 | |
| Emerging Markets |
100 | 0 | 0 | 0.00 | 1.68 | +58.83 | +11.59 | +3.05 | |
| Warren Buffett |
90 | 10 | 0 | 0.31 | 1.67 | +51.53 | +15.25 | +12.75 | |
| Andrew Tobias Portfolio Andrew Tobias |
66.7 | 33.3 | 0 | 0.14 | 1.64 | +32.58 | +9.23 | +7.00 | |
| Dimensional 2030 Retirement Income DFA |
55.9 | 44.1 | 0 | 0.21 | 1.63 | +31.65 | +9.64 | +7.64 | |
| Pinwheel |
65 | 25 | 10 | 0.21 | 1.62 | +33.87 | +8.68 | +6.77 | |
| Developed World 40/60 |
40 | 60 | 0 | 0.29 | 1.58 | +18.84 | +6.04 | +5.41 | |
| Robo Advisor 20 Betterment |
19.9 | 80.1 | 0 | 0.17 | 1.58 | +11.04 | +4.53 | +3.78 | |
| Big Rocks Portfolio Larry Swedroe |
60 | 40 | 0 | 0.23 | 1.57 | +33.36 | +8.18 | +6.76 | |
| Simple Money Portfolio Tim Maurer |
60 | 40 | 0 | 0.17 | 1.57 | +32.02 | +8.14 | +6.94 | |
| Edge Select Conservative Merrill Lynch |
21 | 79 | 0 | 0.22 | 1.56 | +11.55 | +5.19 | +4.66 | |
| Dimensional Retirement Income Fund DFA |
20.4 | 79.6 | 0 | 0.16 | 1.56 | +13.74 | +5.15 | +4.29 | |
| No Brainer Portfolio Bill Bernstein |
75 | 25 | 0 | 0.24 | 1.53 | +46.17 | +11.24 | +8.55 | |
| Sandwich Portfolio Bob Clyatt |
55 | 45 | 0 | 0.19 | 1.53 | +27.78 | +8.44 | +7.04 | |
| Couch Potato Scott Burns |
50 | 50 | 0 | 0.18 | 1.50 | +31.63 | +10.23 | +8.75 | |
| All Weather Portfolio Ray Dalio |
30 | 55 | 15 | 0.21 | 1.40 | +9.73 | +7.23 | +7.15 | |
| Developed World 20/80 |
20 | 80 | 0 | 0.22 | 1.37 | +10.35 | +4.70 | +5.03 | |
| Robo Advisor 10 Betterment |
9.9 | 90.1 | 0 | 0.13 | 1.36 | +5.55 | +3.13 | +2.56 | |
| 7Twelve Portfolio Craig Israelsen |
50 | 33.3 | 16.7 | 0.16 | 1.34 | +33.34 | +7.18 | +4.34 | |
| Larry Portfolio Larry Swedroe |
30 | 70 | 0 | 0.17 | 1.29 | +15.67 | +5.39 | +4.76 | |
| Robust Alpha Architect |
70 | 20 | 10 | 0.19 | 1.27 | +42.27 | +9.52 | +7.45 | |
| Desert Portfolio Gyroscopic Investing |
30 | 60 | 10 | 0.18 | 1.23 | +14.91 | +7.04 | +6.13 | |
| 10-year Treasury |
0 | 100 | 0 | 0.12 | 1.18 | -6.15 | +2.26 | +3.90 | |
| Total Bond Developed World |
0 | 100 | 0 | 0.15 | 1.16 | +2.68 | +3.28 | +4.56 | |
| Robo Advisor 0 Betterment |
0 | 100 | 0 | 0.09 | 1.14 | +0.51 | +1.72 | +1.34 | |
| Golden Butterfly |
40 | 40 | 20 | 0.21 | 1.09 | +22.75 | +8.62 | +7.59 | |
| Paul Boyer Permanent Portfolio Paul Boyer |
25 | 50 | 25 | 0.11 | 1.04 | +11.12 | +6.39 | +4.87 | |
| Short Term Treasury |
0 | 100 | 0 | 0.06 | 0.96 | +0.21 | +1.58 | +1.17 | |
| Permanent Portfolio Harry Browne |
25 | 50 | 25 | 0.14 | 0.94 | +9.49 | +6.86 | +6.03 | |
| Technology |
100 | 0 | 0 | 0.13 | 0.64 | +68.41 | +24.94 | +19.92 | |
| Gold |
0 | 0 | 100 | 0.00 | 0.00 | +8.04 | +6.34 | +1.35 | |
Annual Returns are calculated assuming the reinvestment of dividends. They are also calculated on the hypothesis of a yearly rebalancing of the portfolios (at the beginning of the year)
Returns refer to investiments in US Dollars.
If you need a deeper analysis, not only focused on dividend yield, visit the Lazy Portfolio ETF Homepage.