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 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.
