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.

Risk Filter:
Last Update - 31 Oct 2022
2022 Dividend Yield is calculated only for a portion of the year (Jan - Oct)
% Allocation
Div.Yield (%)
Ann. Returns (%)
Portfolio Stocks Bonds Comm. 2022 2021  ▾ 1Y 5Y 10Y
Developed World ex-US Stocks Momentum
100 0 0 1.25 5.51 -23.66 +1.25 +4.40
Developed World ex-US 60/40 Momentum
60 40 0 1.03 4.73 -19.08 +0.97 +3.56
US Inflation Protection
0 100 0 5.49 4.41 -12.43 +1.79 +0.80
Developed World ex-US 40/60 Momentum
40 60 0 0.93 4.33 -16.78 +0.72 +3.00
High Yield Bonds Income
0 100 0 3.12 3.76 -20.06 -0.64 +1.85
Six Ways from Sunday
Scott Burns
66.7 33.3 0 2.46 3.75 -3.37 +5.99 +6.28
Aggressive Global Income
80 20 0 2.65 3.67 -9.10 +3.10 +6.08
Seven Value
Scott Burns
71.5 28.5 0 2.35 3.60 -3.05 +6.45 +7.10
Total Bond Developed World ex-US
0 100 0 0.71 3.55 -12.15 -0.04 +1.61
Developed World ex-US 20/80
20 80 0 0.86 3.53 -14.45 +0.16 +2.36
Developed World ex-US 40/60
40 60 0 1.00 3.51 -16.74 +0.29 +3.03
Developed World ex-US 60/40
60 40 0 1.15 3.50 -19.01 +0.33 +3.62
European Stocks
100 0 0 2.07 3.49 -24.69 +0.13 +4.27
Developed World ex-US 80/20
80 20 0 1.29 3.48 -21.26 +0.30 +4.13
Developed World ex-US Stocks
100 0 0 1.44 3.46 -23.51 +0.19 +4.56
Dimensional Retirement Income Fund
DFA
20.4 79.6 0 3.47 3.41 -9.70 +2.66 +2.73
Five Fold
Scott Burns
60 40 0 2.10 3.25 -17.15 +3.40 +5.35
Four Square
Scott Burns
50 50 0 2.17 3.18 -16.41 +3.02 +4.83
Margaritaville
Scott Burns
67 33 0 2.64 3.04 -17.85 +3.95 +5.87
Nano Portfolio
John Wasik
60 40 0 2.35 3.03 -17.61 +3.29 +5.25
Couch Potato
Scott Burns
50 50 0 3.22 2.96 -14.60 +5.95 +6.80
Dimensional 2030 Retirement Income
DFA
55.9 44.1 0 2.45 2.87 -16.31 +4.12 +5.71
Dynamic 40/60 Income
40 60 0 2.25 2.85 -15.31 +1.92 +3.96
All Country World Bonds
0 100 0 1.51 2.83 -15.78 -0.70 +0.96
Dynamic 60/40 Income
60 40 0 2.01 2.81 -14.31 +3.53 +5.36
Robo Advisor 50
Betterment
49.9 50.1 0 1.67 2.80 -17.15 +2.01 +4.60
Ultimate Buy and Hold Strategy
Paul Merriman
100 0 0 1.60 2.79 -18.38 +2.87 +7.45
All Country World 20/80
20 80 0 1.44 2.69 -16.57 +0.62 +2.53
Gretchen Tai Portfolio
Gretchen Tai
70 30 0 1.73 2.69 -19.83 +2.78 +5.65
Yale Endowment
David Swensen
70 30 0 1.91 2.65 -21.15 +3.70 +6.24
Gone Fishin' Portfolio
Alexander Green
65 30 5 1.78 2.60 -17.92 +2.99 +5.53
Rob Arnott Portfolio
Rob Arnott
30 60 10 1.63 2.57 -15.66 +2.70 +3.40
All Country World 40/60
40 60 0 1.38 2.55 -17.38 +1.88 +4.04
Lazy Portfolio
David Swensen
70 30 0 1.85 2.51 -17.80 +4.09 +6.15
Jane Bryant Quinn Portfolio
Jane Bryant Quinn
70 30 0 1.72 2.50 -17.78 +4.67 +7.01
Robo Advisor 80
Betterment
80 20 0 1.32 2.47 -17.66 +3.71 +6.91
Family Taxable Portfolio
Ted Aronson
70 30 0 1.80 2.47 -19.62 +3.11 +6.30
LifeStrategy Income Fund
Vanguard
20 80 0 1.32 2.45 -15.57 +1.00 +2.66
Sheltered Sam 100/0
Bill Bernstein
97 0 3 1.37 2.43 -12.87 +6.06 +9.26
Simple and Cheap
Time Inc
60 40 0 1.33 2.43 -17.74 +3.41 +5.74
Global Market Portfolio
Credit Suisse
45 55 0 1.39 2.43 -21.14 +1.75 +4.26
Tilt Toward Value
Time Inc
60 40 0 1.34 2.43 -16.10 +3.74 +6.10
All Country World 60/40
60 40 0 1.31 2.41 -18.21 +3.07 +5.50
LifeStrategy Conservative Growth
Vanguard
40 60 0 1.29 2.39 -16.61 +2.28 +4.31
Sheltered Sam 90/10
Bill Bernstein
87.3 10 2.7 1.49 2.38 -12.33 +5.63 +8.46
Four Funds
Bogleheads
80 20 0 1.65 2.38 -18.48 +5.05 +7.58
Talmud Portfolio
Roger Gibson
66.7 33.3 0 1.45 2.37 -17.56 +4.81 +6.89
Robo Advisor 90
Betterment
90.1 9.9 0 1.23 2.36 -17.74 +4.27 +7.66
Robo Advisor 100
Betterment
100 0 0 1.28 2.34 -17.87 +4.69 +8.27
Sheltered Sam 80/20
Bill Bernstein
77.6 20 2.4 1.61 2.33 -11.80 +5.18 +7.64
LifeStrategy Moderate Growth
Vanguard
60 40 0 1.25 2.33 -17.66 +3.51 +5.91
US Stocks Value
100 0 0 1.50 2.32 -3.76 +8.19 +10.86
Coffeehouse
Bill Schultheis
60 40 0 1.44 2.31 -14.30 +3.76 +6.31
Lifepath Fund
iShares
40.4 59.6 0 1.77 2.31 -16.53 +2.62 +4.40
Mid-Fifties
Burton Malkiel
80 20 0 1.39 2.30 -19.14 +3.99 +6.73
Sheltered Sam 70/30
Bill Bernstein
67.9 30 2.1 1.74 2.28 -11.28 +4.72 +6.81
All Country World 80/20
80 20 0 1.25 2.27 -19.05 +4.22 +6.90
LifeStrategy Growth Fund
Vanguard
80 20 0 1.22 2.27 -18.73 +4.67 +7.45
Conservative Income
Charles Schwab
5 95 0 2.14 2.26 -10.62 +0.83 +1.28
Late Sixties and Beyond
Burton Malkiel
71 29 0 1.43 2.25 -17.43 +4.00 +6.36
Sheltered Sam 60/40
Bill Bernstein
58.2 40 1.8 1.86 2.23 -10.76 +4.24 +5.97
Late Thirties to Early Forties
Burton Malkiel
85 15 0 1.31 2.23 -19.41 +4.13 +6.99
Ultimate Buy&Hold
FundAdvice
60 40 0 1.74 2.22 -14.64 +1.99 +4.83
Mid-Twenties
Burton Malkiel
87 13 0 1.28 2.22 -19.81 +4.04 +6.99
GAA Global Asset Allocation
Mebane Faber
40.5 49.5 10 1.23 2.20 -18.59 +2.47 +3.97
Core Four
Rick Ferri
80 20 0 1.29 2.20 -18.61 +5.04 +7.69
Sheltered Sam 50/50
Bill Bernstein
48.5 50 1.5 1.98 2.18 -10.26 +3.74 +5.12
Five Asset
Roger Gibson
60 20 20 1.13 2.16 -11.48 +5.32 +5.32
Three Funds
Bogleheads
80 20 0 1.26 2.15 -18.78 +4.83 +7.56
All Country World Stocks
100 0 0 1.18 2.13 -19.90 +5.30 +8.26
Sheltered Sam 40/60
Bill Bernstein
38.8 60 1.2 2.11 2.12 -9.76 +3.23 +4.25
Eliminate Fat Tails
Larry Swedroe
30 70 0 2.34 2.12 -10.57 +1.78 +2.58
Second Grader's Starter
Paul Farrell
90 10 0 1.19 2.09 -18.92 +5.81 +8.69
Sheltered Sam 30/70
Bill Bernstein
29.1 70 0.9 2.23 2.07 -9.27 +2.70 +3.37
Ivy Portfolio
Mebane Faber
60 20 20 1.18 2.07 -10.61 +4.95 +4.76
Total Bond US
0 100 0 1.63 2.06 -15.59 -0.50 +0.65
Sheltered Sam 20/80
Bill Bernstein
19.4 80 0.6 2.35 2.02 -8.79 +2.15 +2.47
Simple Money Portfolio
Tim Maurer
60 40 0 1.30 1.99 -14.25 +2.21 +5.29
Sheltered Sam 10/90
Bill Bernstein
9.7 90 0.3 2.48 1.97 -8.32 +1.59 +1.56
Stocks/Bonds 20/80
20 80 0 1.49 1.95 -15.76 +1.69 +3.12
Marc Faber Portfolio
Marc Faber
50 25 25 1.12 1.94 -16.43 +3.72 +4.13
Ideal Index
Frank Armstrong
70 30 0 1.17 1.94 -13.39 +3.25 +5.77
Perfect Portfolio
Ben Stein
80 20 0 1.11 1.92 -12.70 +5.14 +7.13
Sheltered Sam 0/100
Bill Bernstein
0 100 0 2.60 1.92 -7.87 +1.01 +0.63
Long Term Portfolio
Ben Stein
80 20 0 1.13 1.92 -15.35 +4.19 +6.84
Emerging Markets Stocks
100 0 0 0.74 1.89 -31.25 -3.80 +0.20
Edge Select Aggressive
Merrill Lynch
84 16 0 1.07 1.85 -19.19 +5.38 +8.11
Stocks/Bonds 40/60
40 60 0 1.35 1.84 -15.98 +3.81 +5.53
Edge Select Moderately Conservative
Merrill Lynch
37 63 0 1.25 1.84 -16.46 +2.53 +4.42
Edge Select Moderately Aggressive
Merrill Lynch
69 31 0 1.16 1.82 -18.52 +4.56 +7.00
Stocks/Bonds 40/60 with Bitcoin
39 59 2 1.33 1.80 -17.55 +7.17 +16.86
Andrew Tobias Portfolio
Andrew Tobias
66.7 33.3 0 1.17 1.80 -14.88 +3.65 +5.90
Pinwheel
65 25 10 1.05 1.79 -15.31 +3.33 +5.16
Stocks/Bonds 20/80 Momentum
20 80 0 1.50 1.77 -16.89 +1.54 +3.44
Edge Select Moderate
Merrill Lynch
53 47 0 1.23 1.77 -17.64 +3.51 +5.69
No Brainer Portfolio
Bill Bernstein
75 25 0 0.99 1.74 -14.36 +4.62 +7.34
Stocks/Bonds 60/40
60 40 0 1.22 1.73 -16.24 +5.86 +7.87
Stocks/Bonds 60/40 with Bitcoin
59 39 2 1.19 1.69 -17.78 +9.16 +18.98
One-Decision Portfolio
Marvin Appel
50 50 0 1.20 1.66 -11.65 +4.24 +5.79
Big Rocks Portfolio
Larry Swedroe
60 40 0 1.16 1.65 -10.74 +3.38 +5.77
Simple Path to Wealth
JL Collins
75 25 0 1.11 1.65 -16.46 +7.37 +9.60
US Stocks Equal Weight
100 0 0 1.23 1.64 -10.03 +9.63 +12.29
Stocks/Bonds 80/20
80 20 0 1.08 1.62 -16.53 +7.86 +10.17
Robust
Alpha Architect
70 20 10 1.29 1.61 -12.22 +5.31 +7.52
Robo Advisor 20
Betterment
19.9 80.1 0 1.19 1.60 -10.76 +1.09 +2.24
Sandwich Portfolio
Bob Clyatt
55 45 0 0.98 1.55 -16.12 +2.76 +5.16
Stocks/Bonds 40/60 ESG
40 60 0 1.23 1.53 -17.32 +2.90 +4.89
US Stocks Minimum Volatility
100 0 0 1.02 1.52 -6.84 +8.73 +11.43
Edge Select Conservative
Merrill Lynch
21 79 0 1.10 1.51 -10.83 +1.72 +2.94
US Stocks
100 0 0 0.94 1.51 -16.87 +9.80 +12.41
Coward's Portfolio
Bill Bernstein
60 40 0 1.00 1.49 -10.80 +3.99 +6.09
Stocks/Bonds 40/60 Momentum
40 60 0 1.37 1.48 -18.10 +3.54 +6.17
Warren Buffett Portfolio
Warren Buffett
90 10 0 0.91 1.38 -15.46 +9.39 +11.52
7Twelve Portfolio
Craig Israelsen
50 33.3 16.7 0.83 1.33 -8.86 +4.22 +4.23
Stocks/Bonds 60/40 ESG
60 40 0 1.05 1.30 -18.41 +4.52 +6.92
Larry Portfolio
Larry Swedroe
30 70 0 1.01 1.20 -13.21 +0.58 +2.67
Stocks/Bonds 60/40 Momentum
60 40 0 1.24 1.20 -19.26 +5.50 +8.85
All Weather Portfolio with Bitcoin
Ray Dalio
30 55 15 0.92 1.13 -21.06 +6.43 +15.91
All Weather Portfolio
Ray Dalio
30 55 15 0.92 1.13 -19.05 +3.23 +4.07
Robo Advisor 10
Betterment
9.9 90.1 0 0.96 1.05 -8.05 +0.78 +1.38
Golden Butterfly
40 40 20 0.79 1.03 -14.29 +4.12 +5.14
Golden Butterfly with Bitcoin
40 40 20 0.79 1.03 -16.03 +7.46 +16.85
Ark Tech Portfolio
Cathie Wood
100 0 0 0.00 1.03 -59.37 +6.89
Stocks/Bonds 80/20 Momentum
80 20 0 1.11 0.91 -20.35 +7.41 +11.47
Paul Boyer Portfolio
Paul Boyer
25 50 25 0.69 0.90 -17.29 +1.29 +1.85
Desert Portfolio
Gyroscopic Investing
30 60 10 0.76 0.88 -12.49 +3.54 +4.18
Desert Portfolio with Bitcoin
Gyroscopic Investing
30 60 10 0.76 0.88 -14.26 +6.97 +15.87
US Stocks ESG
100 0 0 0.70 0.85 -20.73 +7.41 +10.70
10-year Treasury
0 100 0 1.09 0.80 -16.44 -0.75 +0.38
Simplified Permanent Portfolio
25 50 25 0.78 0.78 -14.62 +3.44 +3.38
Permanent Portfolio
Harry Browne
25 50 25 0.70 0.73 -14.61 +3.55 +3.47
Permanent Portfolio with Bitcoin
Harry Browne
25 50 25 0.70 0.73 -16.38 +6.88 +15.53
US Stocks Momentum
100 0 0 0.98 0.62 -21.40 +9.29 +14.05
Technology
100 0 0 0.37 0.54 -27.57 +13.58 +16.75
Robo Advisor 0
Betterment
0 100 0 0.73 0.49 -5.33 +0.42 +0.51
All Weather Portfolio 2x Leveraged
Ray Dalio
37.5 55 7.5 0.14 0.32 -29.36 +4.69 +7.73
Short Term Treasury
0 100 0 0.67 0.26 -4.91 +0.41 +0.45
Talmud Portfolio 2x Leveraged
Roger Gibson
66.7 33.3 0 0.12 0.24 -34.84 +4.67 +10.23
Stocks/Bonds 40/60 2x Leveraged
40 60 0 0.02 0.18 -31.75 +4.00 +8.58
Stocks/Bonds 60/40 2x Leveraged
60 40 0 0.03 0.18 -31.96 +7.34 +12.86
Desert Portfolio 2x Leveraged
Gyroscopic Investing
30 60 10 0.02 0.17 -30.73 +2.93 +6.01
Simplified Permanent Portfolio 2x Leveraged
25 50 25 0.01 0.14 -29.22 +3.07 +4.29
Golden Butterfly 2x Leveraged
40 40 20 0.03 0.11 -29.16 +3.64 +7.33
Cape US Sector Value
Robert Shiller
100 0 0 0.12 0.00 -12.32 +11.72 +14.69
Gold
0 0 100 0.00 0.00 -8.84 +4.71 -0.93

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.

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