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.

Portfolio Risk:
Last Update - 30 Jun 2021
2021 Dividend Yield is calculated only for a portion of the year (Jan - Jun)
% Allocation
Div.Yield (%)
Ann. Returns (%)
Portfolio Stocks Bonds Comm. 2021 2020  ▾ 1Y 5Y 10Y
High Yield Bonds Income
0 100 0 1.57 4.38 +9.21 +5.74 +5.79
Aggressive Global Income
80 20 0 1.49 3.52 +30.83 +8.62 +7.32
Dynamic 40/60 Income
40 60 0 1.21 3.24 +16.07 +7.02 +6.54
Dynamic 60/40 Income
60 40 0 1.20 3.17 +21.66 +7.66 +7.52
European Stocks
100 0 0 1.68 2.85 +38.18 +10.99 +6.08
Talmud Portfolio
Roger Gibson
66.7 33.3 0 1.00 2.63 +25.12 +9.47 +9.47
Total Bond US
0 100 0 0.82 2.53 -0.59 +2.98 +3.29
Stocks/Bonds 20/80
20 80 0 0.79 2.37 +7.38 +5.99 +5.67
All Country World Bonds
0 100 0 0.77 2.27 +0.67 +3.14 +3.97
Late Sixties and Beyond
Burton Malkiel
71 29 0 0.93 2.27 +27.07 +10.49 +8.76
Coffee House
Bill Schultheis
60 40 0 0.91 2.25 +26.72 +9.37 +8.49
Mid-Fifties
Burton Malkiel
80 20 0 0.94 2.23 +31.00 +11.66 +9.23
Developed World ex-US Stocks
100 0 0 1.37 2.21 +36.44 +10.90 +6.36
Stocks/Bonds 40/60
40 60 0 0.77 2.20 +15.84 +8.99 +8.00
All Country World 20/80
20 80 0 0.78 2.20 +7.86 +5.52 +5.33
Gone Fishin' Portfolio
Alexander Green
65 30 5 0.93 2.16 +30.63 +10.73 +7.93
Lifepath Fund
iShares
40.4 59.6 0 0.86 2.15 +15.82 +8.19 +6.85
Core Four
Rick Ferri
80 20 0 0.89 2.14 +31.79 +12.54 +10.05
All Country World 40/60
40 60 0 0.79 2.13 +15.47 +7.89 +6.62
Yale Endowment
David Swensen
70 30 0 1.00 2.12 +25.31 +10.25 +9.47
Late Thirties to Early Forties
Burton Malkiel
85 15 0 0.90 2.11 +33.21 +12.35 +9.40
Mid-Twenties
Burton Malkiel
87 13 0 0.89 2.07 +34.17 +12.52 +9.39
Robo Advisor 50
Betterment
49.9 50.1 0 0.90 2.06 +20.50 +8.67 +7.20
Ultimate Buy and Hold Strategy
Paul Merriman
100 0 0 1.14 2.06 +44.70 +12.16 +9.49
All Country World 60/40
60 40 0 0.80 2.05 +23.52 +10.22 +7.85
Stocks/Bonds 60/40
60 40 0 0.74 2.04 +24.81 +11.98 +10.28
Lazy Portfolio
David Swensen
70 30 0 0.92 2.03 +27.42 +10.17 +8.56
Three Funds
Bogleheads
80 20 0 0.85 2.02 +31.94 +12.98 +9.86
Ivy Portfolio
Mebane Faber
60 20 20 0.83 2.02 +32.93 +8.33 +5.75
Developed World ex-US 80/20
80 20 0 1.17 2.00 +28.18 +9.42 +6.16
All Country World 80/20
80 20 0 0.81 1.98 +32.06 +12.52 +9.02
Robo Advisor 80
Betterment
80 20 0 0.90 1.97 +34.02 +12.01 +9.13
Edge Select Moderately Conservative
Merrill Lynch
37 63 0 0.71 1.95 +14.99 +8.28 +6.97
Robo Advisor 90
Betterment
90.1 9.9 0 0.91 1.94 +38.80 +13.09 +9.74
Robo Advisor 100
Betterment
100 0 0 0.96 1.94 +42.58 +13.95 +10.22
Second Grader's Starter
Paul Farrell
90 10 0 0.84 1.94 +36.93 +14.45 +10.95
Five Asset
Roger Gibson
60 20 20 0.80 1.93 +33.34 +9.13 +6.45
Edge Select Moderate
Merrill Lynch
53 47 0 0.73 1.93 +21.70 +10.40 +8.23
Simple Path to Wealth
JL Collins
75 25 0 0.72 1.92 +31.89 +14.20 +11.96
All Country World Stocks
100 0 0 0.82 1.91 +41.12 +14.79 +10.13
Conservative Income
Charles Schwab
5 95 0 0.75 1.91 +3.25 +3.13 +3.16
Four Funds
Bogleheads
80 20 0 0.89 1.89 +32.74 +13.08 +9.87
Rob Arnott Portfolio
Rob Arnott
30 60 10 0.77 1.88 +15.24 +6.68 +6.08
Stocks/Bonds 80/20
80 20 0 0.72 1.87 +34.33 +14.94 +12.51
GAA Global Asset Allocation
Meb Faber
40.5 49.5 10 0.74 1.86 +15.75 +8.02 +7.06
Edge Select Moderately Aggressive
Merrill Lynch
69 31 0 0.74 1.86 +28.31 +12.49 +9.47
Coward's Portfolio
Bill Bernstein
60 40 0 0.70 1.81 +26.64 +9.59 +7.99
Family Taxable Portfolio
Ted Aronson
70 30 0 0.82 1.80 +30.71 +11.55 +9.21
Developed World ex-US 60/40
60 40 0 0.97 1.79 +20.44 +7.87 +5.87
Ideal Index
Frank Armstrong
70 30 0 0.75 1.75 +29.23 +9.44 +7.25
Ultimate Buy&Hold
FundAdvice
60 40 0 0.90 1.73 +24.57 +8.27 +6.73
Edge Select Aggressive
Merrill Lynch
84 16 0 0.73 1.73 +34.94 +14.27 +10.50
Margaritaville
Scott Burns
67 33 0 1.00 1.73 +28.01 +11.20 +8.18
US Stocks
100 0 0 0.69 1.71 +44.42 +17.90 +14.70
Emerging Markets Stocks
100 0 0 0.47 1.68 +39.95 +12.18 +3.57
Warren Buffett
90 10 0 0.64 1.67 +37.72 +16.49 +13.58
Andrew Tobias Portfolio
Andrew Tobias
66.7 33.3 0 0.77 1.64 +24.45 +10.00 +7.38
Dimensional 2030 Retirement Income
DFA
55.9 44.1 0 0.90 1.63 +23.68 +10.36 +8.02
Pinwheel
65 25 10 0.72 1.62 +25.98 +9.17 +7.16
Developed World ex-US 40/60
40 60 0 0.76 1.58 +13.19 +6.26 +5.49
Robo Advisor 20
Betterment
19.9 80.1 0 0.52 1.58 +7.90 +4.58 +3.84
Big Rocks Portfolio
Larry Swedroe
60 40 0 0.67 1.57 +26.51 +8.60 +7.09
Simple Money Portfolio
Tim Maurer
60 40 0 0.80 1.57 +24.58 +8.60 +7.12
Edge Select Conservative
Merrill Lynch
21 79 0 0.54 1.56 +8.40 +5.26 +4.73
Dimensional Retirement Income Fund
DFA
20.4 79.6 0 1.05 1.56 +10.86 +5.51 +4.38
No Brainer Portfolio
Bill Bernstein
75 25 0 0.63 1.53 +34.42 +11.85 +8.99
Sandwich Portfolio
Bob Clyatt
55 45 0 0.58 1.53 +21.43 +8.94 +7.29
Couch Potato
Scott Burns
50 50 0 0.94 1.50 +23.99 +10.98 +9.18
All Weather Portfolio
Ray Dalio
30 55 15 0.49 1.40 +9.97 +7.54 +7.72
Developed World ex-US 20/80
20 80 0 0.56 1.37 +6.38 +4.57 +5.00
Robo Advisor 10
Betterment
9.9 90.1 0 0.36 1.36 +3.86 +3.10 +2.53
7Twelve Portfolio
Craig Israelsen
50 33.3 16.7 0.52 1.34 +28.63 +7.72 +5.03
Larry Portfolio
Larry Swedroe
30 70 0 0.50 1.29 +12.89 +5.52 +4.79
Robust
Alpha Architect
70 20 10 0.64 1.27 +32.06 +10.04 +8.02
Desert Portfolio
Gyroscopic Investing
30 60 10 0.39 1.23 +10.89 +7.21 +6.24
10-year Treasury
0 100 0 0.31 1.18 -4.45 +2.19 +3.76
Total Bond Developed World ex-US
0 100 0 0.36 1.16 -0.01 +2.82 +4.43
Robo Advisor 0
Betterment
0 100 0 0.19 1.14 +0.01 +1.60 +1.23
Golden Butterfly
40 40 20 0.42 1.09 +17.56 +8.69 +7.96
Paul Boyer Permanent Portfolio
Paul Boyer
25 50 25 0.31 1.04 +7.61 +6.20 +5.03
Short Term Treasury
0 100 0 0.11 0.96 -0.06 +1.47 +1.08
Permanent Portfolio
Harry Browne
25 50 25 0.32 0.94 +6.56 +6.90 +6.31
Technology
100 0 0 0.25 0.64 +43.75 +27.94 +21.25
Gold
0 0 100 0.00 0.00 -1.04 +5.54 +1.27

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.

Share this page