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 Dec 2021
% Allocation |
Div.Yield (%) |
Ann. Returns (%) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | Stocks | Bonds | Comm. | 2021 ▾ | 2020 | 1Y | 5Y | 10Y | |
| Developed World ex-US Stocks Momentum |
100 | 0 | 0 | 5.51 | 1.17 | +6.60 | +11.76 | +8.47 | |
| Developed World ex-US 60/40 Momentum |
60 | 40 | 0 | 4.73 | 1.17 | +3.05 | +8.51 | +6.85 | |
| US Inflation Protection |
0 | 100 | 0 | 4.41 | 1.29 | +5.67 | +5.18 | +2.93 | |
| Developed World ex-US 40/60 Momentum |
40 | 60 | 0 | 4.33 | 1.16 | +1.27 | +6.76 | +5.91 | |
| High Yield Bonds Income |
0 | 100 | 0 | 3.76 | 4.38 | +0.88 | +5.59 | +5.34 | |
| Aggressive Global Income |
80 | 20 | 0 | 3.67 | 3.52 | +17.07 | +7.70 | +8.37 | |
| Total Bond Developed World ex-US |
0 | 100 | 0 | 3.55 | 1.16 | -2.28 | +3.03 | +3.80 | |
| Developed World ex-US 20/80 |
20 | 80 | 0 | 3.53 | 1.37 | +0.51 | +4.61 | +4.87 | |
| Developed World ex-US 40/60 |
40 | 60 | 0 | 3.51 | 1.58 | +3.30 | +6.11 | +5.87 | |
| Developed World ex-US 60/40 |
60 | 40 | 0 | 3.50 | 1.79 | +6.09 | +7.53 | +6.80 | |
| European Stocks |
100 | 0 | 0 | 3.49 | 2.85 | +16.88 | +10.84 | +8.67 | |
| Developed World ex-US 80/20 |
80 | 20 | 0 | 3.48 | 2.00 | +8.88 | +8.87 | +7.66 | |
| Developed World ex-US Stocks |
100 | 0 | 0 | 3.46 | 2.21 | +11.67 | +10.12 | +8.44 | |
| Dimensional Retirement Income Fund DFA |
20.4 | 79.6 | 0 | 3.41 | 1.56 | +7.04 | +6.08 | +4.54 | |
| Margaritaville Scott Burns |
67 | 33 | 0 | 3.04 | 1.73 | +13.33 | +11.23 | +9.18 | |
| Couch Potato Scott Burns |
50 | 50 | 0 | 2.96 | 1.50 | +15.67 | +11.67 | +9.77 | |
| Dimensional 2030 Retirement Income DFA |
55.9 | 44.1 | 0 | 2.87 | 1.63 | +12.36 | +10.64 | +8.77 | |
| Dynamic 40/60 Income |
40 | 60 | 0 | 2.85 | 3.24 | +6.72 | +7.20 | +6.92 | |
| All Country World Bonds |
0 | 100 | 0 | 2.83 | 2.27 | -2.06 | +3.52 | +3.42 | |
| Dynamic 60/40 Income |
60 | 40 | 0 | 2.81 | 3.17 | +15.27 | +8.72 | +8.39 | |
| Robo Advisor 50 Betterment |
49.9 | 50.1 | 0 | 2.80 | 2.06 | +7.95 | +8.44 | +7.69 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
100 | 0 | 0 | 2.79 | 2.06 | +19.37 | +11.00 | +11.09 | |
| All Country World 20/80 |
20 | 80 | 0 | 2.69 | 2.20 | +2.00 | +5.81 | +5.24 | |
| Yale Endowment David Swensen |
70 | 30 | 0 | 2.65 | 2.12 | +17.53 | +11.74 | +10.17 | |
| Gone Fishin' Portfolio Alexander Green |
65 | 30 | 5 | 2.60 | 2.16 | +11.58 | +10.17 | +8.78 | |
| Rob Arnott Portfolio Rob Arnott |
30 | 60 | 10 | 2.57 | 1.88 | +11.04 | +7.90 | +6.22 | |
| All Country World 40/60 |
40 | 60 | 0 | 2.55 | 2.13 | +6.07 | +8.05 | +7.02 | |
| Lazy Portfolio David Swensen |
70 | 30 | 0 | 2.51 | 2.03 | +17.34 | +11.08 | +9.58 | |
| Jane Bryant Quinn's Portfolio Jane Bryant Quinn |
70 | 30 | 0 | 2.50 | 2.13 | +16.85 | +11.79 | +10.43 | |
| Robo Advisor 80 Betterment |
80 | 20 | 0 | 2.47 | 1.97 | +13.94 | +11.33 | +10.28 | |
| Family Taxable Portfolio Ted Aronson |
70 | 30 | 0 | 2.47 | 1.80 | +11.93 | +10.91 | +9.76 | |
| Vanguard LifeStrategy Income Fund Vanguard |
20 | 80 | 0 | 2.45 | 2.08 | +2.15 | +5.78 | +5.12 | |
| All Country World 60/40 |
60 | 40 | 0 | 2.41 | 2.05 | +10.14 | +10.23 | +8.74 | |
| Vanguard LifeStrategy Conservative Growth Vanguard |
40 | 60 | 0 | 2.39 | 2.03 | +6.29 | +8.10 | +7.13 | |
| Four Funds Bogleheads |
80 | 20 | 0 | 2.38 | 1.89 | +15.70 | +12.95 | +11.12 | |
| Talmud Portfolio Roger Gibson |
66.7 | 33.3 | 0 | 2.37 | 2.63 | +21.44 | +11.24 | +10.45 | |
| Robo Advisor 90 Betterment |
90.1 | 9.9 | 0 | 2.36 | 1.94 | +16.04 | +12.27 | +11.12 | |
| Robo Advisor 100 Betterment |
100 | 0 | 0 | 2.34 | 1.94 | +18.02 | +13.03 | +11.83 | |
| Vanguard LifeStrategy Moderate Growth Vanguard |
60 | 40 | 0 | 2.33 | 1.99 | +10.43 | +10.38 | +9.08 | |
| Coffee House Bill Schultheis |
60 | 40 | 0 | 2.31 | 2.25 | +15.24 | +9.17 | +9.11 | |
| Lifepath Fund iShares |
40.4 | 59.6 | 0 | 2.31 | 2.15 | +8.05 | +8.48 | +7.20 | |
| Mid-Fifties Burton Malkiel |
80 | 20 | 0 | 2.30 | 2.23 | +15.75 | +12.13 | +10.44 | |
| All Country World 80/20 |
80 | 20 | 0 | 2.27 | 1.98 | +14.21 | +12.37 | +10.43 | |
| Vanguard LifeStrategy Growth Fund Vanguard |
80 | 20 | 0 | 2.27 | 1.95 | +14.57 | +12.61 | +10.99 | |
| Conservative Income Charles Schwab |
5 | 95 | 0 | 2.26 | 1.91 | +2.43 | +3.76 | +2.95 | |
| Late Sixties and Beyond Burton Malkiel |
71 | 29 | 0 | 2.25 | 2.27 | +15.40 | +11.27 | +9.81 | |
| Late Thirties to Early Forties Burton Malkiel |
85 | 15 | 0 | 2.23 | 2.11 | +15.84 | +12.56 | +10.72 | |
| Ultimate Buy&Hold FundAdvice |
60 | 40 | 0 | 2.22 | 1.73 | +11.49 | +7.72 | +7.45 | |
| Mid-Twenties Burton Malkiel |
87 | 13 | 0 | 2.22 | 2.07 | +15.90 | +12.62 | +10.76 | |
| GAA Global Asset Allocation Mebane Faber |
40.5 | 49.5 | 10 | 2.20 | 1.86 | +8.69 | +9.12 | +7.20 | |
| Core Four Rick Ferri |
80 | 20 | 0 | 2.20 | 2.14 | +17.18 | +12.81 | +11.30 | |
| Five Asset Roger Gibson |
60 | 20 | 20 | 2.16 | 1.93 | +22.77 | +10.14 | +7.71 | |
| Three Funds Bogleheads |
80 | 20 | 0 | 2.15 | 2.02 | +14.95 | +12.79 | +11.10 | |
| All Country World Stocks |
100 | 0 | 0 | 2.13 | 1.91 | +18.27 | +14.46 | +12.06 | |
| Second Grader's Starter Paul Farrell |
90 | 10 | 0 | 2.09 | 1.94 | +17.70 | +14.19 | +12.42 | |
| Ivy Portfolio Mebane Faber |
60 | 20 | 20 | 2.07 | 2.02 | +22.27 | +9.38 | +6.88 | |
| Total Bond US |
0 | 100 | 0 | 2.06 | 2.53 | -1.86 | +3.54 | +2.75 | |
| Simple Money Portfolio Tim Maurer |
60 | 40 | 0 | 1.99 | 1.57 | +10.46 | +7.73 | +7.82 | |
| Stocks/Bonds 20/80 |
20 | 80 | 0 | 1.95 | 2.37 | +3.64 | +6.52 | +5.55 | |
| Marc Faber Portfolio Marc Faber |
50 | 25 | 25 | 1.94 | 2.02 | +12.98 | +10.09 | +7.35 | |
| Ideal Index Frank Armstrong |
70 | 30 | 0 | 1.94 | 1.75 | +13.98 | +8.85 | +8.33 | |
| Emerging Markets Stocks |
100 | 0 | 0 | 1.89 | 1.68 | -3.61 | +9.16 | +4.73 | |
| Edge Select Aggressive Merrill Lynch |
84 | 16 | 0 | 1.85 | 1.73 | +15.74 | +13.96 | +11.78 | |
| Stocks/Bonds 40/60 |
40 | 60 | 0 | 1.84 | 2.20 | +9.15 | +9.44 | +8.30 | |
| Edge Select Moderately Conservative Merrill Lynch |
37 | 63 | 0 | 1.84 | 1.95 | +6.44 | +8.41 | +7.24 | |
| Edge Select Moderately Aggressive Merrill Lynch |
69 | 31 | 0 | 1.82 | 1.86 | +12.88 | +12.37 | +10.43 | |
| Stocks/Bonds 40/60 with Bitcoin |
39 | 59 | 2 | 1.80 | 2.16 | +10.09 | +15.34 | ||
| Andrew Tobias Portfolio Andrew Tobias |
66.7 | 33.3 | 0 | 1.80 | 1.64 | +12.14 | +9.86 | +8.56 | |
| Pinwheel |
65 | 25 | 10 | 1.79 | 1.62 | +13.53 | +9.56 | +8.05 | |
| Edge Select Moderate Merrill Lynch |
53 | 47 | 0 | 1.77 | 1.93 | +9.66 | +10.38 | +8.83 | |
| No Brainer Portfolio Bill Bernstein |
75 | 25 | 0 | 1.74 | 1.53 | +15.39 | +10.81 | +10.10 | |
| Stocks/Bonds 60/40 |
60 | 40 | 0 | 1.73 | 2.04 | +14.66 | +12.32 | +11.01 | |
| Coward's Portfolio Bill Bernstein |
60 | 40 | 0 | 1.73 | 1.81 | +13.47 | +9.10 | +8.73 | |
| Stocks/Bonds 60/40 with Bitcoin |
59 | 39 | 2 | 1.69 | 2.00 | +15.60 | +18.19 | ||
| Big Rocks Portfolio Larry Swedroe |
60 | 40 | 0 | 1.65 | 1.57 | +13.59 | +7.85 | +7.90 | |
| Simple Path to Wealth JL Collins |
75 | 25 | 0 | 1.65 | 1.92 | +18.79 | +14.46 | +13.01 | |
| Stocks/Bonds 80/20 |
80 | 20 | 0 | 1.62 | 1.87 | +20.16 | +15.16 | +13.67 | |
| Robo Advisor 20 Betterment |
19.9 | 80.1 | 0 | 1.60 | 1.58 | +2.61 | +4.53 | +3.92 | |
| Sandwich Portfolio Bob Clyatt |
55 | 45 | 0 | 1.55 | 1.53 | +9.88 | +8.91 | +7.93 | |
| Stocks/Bonds 40/60 ESG |
40 | 60 | 0 | 1.53 | 1.96 | +9.16 | +8.35 | +8.13 | |
| Edge Select Conservative Merrill Lynch |
21 | 79 | 0 | 1.51 | 1.56 | +3.46 | +5.31 | +4.76 | |
| US Stocks |
100 | 0 | 0 | 1.51 | 1.71 | +25.67 | +17.96 | +16.29 | |
| Robust Alpha Architect |
70 | 20 | 10 | 1.43 | 1.27 | +15.71 | +10.36 | +9.08 | |
| Warren Buffett Portfolio Warren Buffett |
90 | 10 | 0 | 1.38 | 1.67 | +24.59 | +17.06 | +15.11 | |
| 7Twelve Portfolio Craig Israelsen |
50 | 33.3 | 16.7 | 1.33 | 1.34 | +16.41 | +7.95 | +5.84 | |
| Stocks/Bonds 60/40 ESG |
60 | 40 | 0 | 1.30 | 1.76 | +14.84 | +10.68 | +10.54 | |
| Stocks/Bonds 40/60 Momentum |
40 | 60 | 0 | 1.24 | 1.58 | +1.97 | +9.41 | +7.87 | |
| Larry Portfolio Larry Swedroe |
30 | 70 | 0 | 1.20 | 1.29 | +3.41 | +4.82 | +4.62 | |
| All Weather Portfolio with Bitcoin Ray Dalio |
30 | 55 | 15 | 1.13 | 1.40 | +8.91 | +15.53 | ||
| All Weather Portfolio Ray Dalio |
30 | 55 | 15 | 1.13 | 1.40 | +8.08 | +9.60 | +7.05 | |
| Robo Advisor 10 Betterment |
9.9 | 90.1 | 0 | 1.05 | 1.36 | +0.88 | +3.09 | +2.50 | |
| Golden Butterfly |
40 | 40 | 20 | 1.03 | 1.09 | +9.35 | +9.38 | +7.75 | |
| Golden Butterfly with Bitcoin |
40 | 40 | 20 | 1.03 | 1.09 | +10.61 | +15.28 | ||
| Paul Boyer Portfolio Paul Boyer |
25 | 50 | 25 | 0.90 | 1.04 | +0.51 | +7.30 | +4.49 | |
| Desert Portfolio Gyroscopic Investing |
30 | 60 | 10 | 0.88 | 1.23 | +5.76 | +7.97 | +6.32 | |
| Desert Portfolio with Bitcoin Gyroscopic Investing |
30 | 60 | 10 | 0.88 | 1.23 | +7.03 | +13.93 | ||
| US Stocks ESG |
100 | 0 | 0 | 0.85 | 1.38 | +26.20 | +15.05 | +15.13 | |
| Stocks/Bonds 60/40 Momentum |
60 | 40 | 0 | 0.82 | 1.10 | +3.88 | +12.26 | +10.35 | |
| 10-year Treasury |
0 | 100 | 0 | 0.80 | 1.18 | -3.33 | +3.54 | +2.62 | |
| Simplified Permanent Portfolio |
25 | 50 | 25 | 0.78 | 1.02 | +3.72 | +8.74 | +5.97 | |
| Permanent Portfolio Harry Browne |
25 | 50 | 25 | 0.73 | 0.94 | +4.21 | +8.91 | +5.98 | |
| Permanent Portfolio with Bitcoin Harry Browne |
25 | 50 | 25 | 0.73 | 0.94 | +5.47 | +14.78 | ||
| Technology |
100 | 0 | 0 | 0.54 | 0.64 | +27.42 | +28.34 | +22.88 | |
| Robo Advisor 0 Betterment |
0 | 100 | 0 | 0.49 | 1.14 | -0.79 | +1.62 | +1.09 | |
| All Weather Portfolio 2x Leveraged Ray Dalio |
37.5 | 55 | 7.5 | 0.32 | 0.37 | +19.72 | +15.78 | +13.10 | |
| Short Term Treasury |
0 | 100 | 0 | 0.26 | 0.96 | -0.72 | +1.47 | +0.95 | |
| Talmud Portfolio 2x Leveraged Roger Gibson |
66.7 | 33.3 | 0 | 0.24 | 0.51 | +46.68 | +19.34 | +18.24 | |
| Stocks/Bonds 40/60 2x Leveraged |
40 | 60 | 0 | 0.18 | 0.47 | +19.46 | +16.41 | +14.81 | |
| Stocks/Bonds 60/40 2x Leveraged |
60 | 40 | 0 | 0.18 | 0.40 | +33.12 | +21.71 | +19.94 | |
| Desert Portfolio 2x Leveraged Gyroscopic Investing |
30 | 60 | 10 | 0.17 | 0.45 | +12.18 | +14.47 | +11.76 | |
| Simplified Permanent Portfolio 2x Leveraged |
25 | 50 | 25 | 0.14 | 0.38 | +8.10 | +14.26 | +9.76 | |
| Golden Butterfly 2x Leveraged |
40 | 40 | 20 | 0.11 | 0.31 | +16.84 | +14.85 | +13.07 | |
| US Stocks Momentum |
100 | 0 | 0 | 0.00 | 0.15 | +7.72 | +17.83 | +15.17 | |
| Cape US Sector Value Robert Shiller |
100 | 0 | 0 | 0.00 | 0.00 | +27.80 | +18.85 | ||
| Gold |
0 | 0 | 100 | 0.00 | 0.00 | -4.15 | +9.30 | +1.18 | |
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.
