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 Jul 2020
2020 Dividend Yield is calculated only for a portion of the year (Jan - Jul)
% Allocation |
Div.Yield (%) |
Ann. Returns (%) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | Stocks | Bonds | Comm. | 2020 | 2019 ▾ | 1Y | 5Y | 10Y | |
| High Yield Bonds Income |
0 | 100 | 0 | 2.23 | 5.32 | +7.49 | +6.14 | +6.15 | |
| Dynamic 40/60 Income |
40 | 60 | 0 | 1.65 | 4.21 | +4.94 | +5.47 | +6.34 | |
| Aggressive Global Income |
80 | 20 | 0 | 1.70 | 4.21 | -6.59 | +4.13 | +6.65 | |
| Dynamic 60/40 Income |
60 | 40 | 0 | 1.55 | 4.05 | +3.21 | +5.39 | +7.13 | |
| European Stocks |
100 | 0 | 0 | 1.02 | 3.99 | +0.05 | +1.94 | +5.16 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
100 | 0 | 0 | 0.94 | 3.30 | -2.87 | +5.12 | +8.38 | |
| Robo Advisor 50 Betterment |
49.9 | 50.1 | 0 | 1.00 | 3.22 | +4.51 | +5.67 | +6.77 | |
| Emerging Markets |
100 | 0 | 0 | 0.51 | 3.19 | +6.45 | +5.42 | +2.55 | |
| Late Sixties and Beyond Burton Malkiel |
71 | 29 | 0 | 1.07 | 3.19 | +4.97 | +6.94 | +8.21 | |
| Mid-Fifties Burton Malkiel |
80 | 20 | 0 | 1.04 | 3.16 | +5.36 | +7.16 | +8.54 | |
| Talmud Portfolio Roger Gibson |
66.7 | 33.3 | 0 | 1.20 | 3.16 | +5.66 | +6.95 | +9.03 | |
| Rob Arnott Portfolio Rob Arnott |
30 | 60 | 10 | 0.86 | 3.13 | +7.48 | +5.59 | +5.99 | |
| Late Thirties to Early Forties Burton Malkiel |
85 | 15 | 0 | 0.98 | 3.05 | +5.55 | +7.20 | +8.62 | |
| Mid-Twenties Burton Malkiel |
87 | 13 | 0 | 0.96 | 3.04 | +5.50 | +7.11 | +8.57 | |
| Five Asset Roger Gibson |
60 | 20 | 20 | 0.81 | 3.02 | +0.16 | +4.38 | +5.61 | |
| Robo Advisor 80 Betterment |
80 | 20 | 0 | 0.86 | 3.02 | +3.22 | +6.29 | +8.13 | |
| Robo Advisor 90 Betterment |
90.1 | 9.9 | 0 | 0.84 | 2.95 | +2.63 | +6.44 | +8.55 | |
| Simple Money Portfolio Tim Maurer |
60 | 40 | 0 | 0.83 | 2.95 | +0.98 | +4.11 | +6.38 | |
| Edge Select Moderately Conservative Merrill Lynch |
37 | 63 | 0 | 0.98 | 2.92 | +9.35 | +6.40 | +6.83 | |
| Robo Advisor 100 Betterment |
100 | 0 | 0 | 0.96 | 2.92 | +1.66 | +6.41 | +8.89 | |
| Yale Endowment David Swensen |
70 | 30 | 0 | 0.91 | 2.91 | +9.11 | +7.24 | +9.06 | |
| Core Four Rick Ferri |
80 | 20 | 0 | 0.93 | 2.91 | +7.42 | +7.47 | +9.32 | |
| Gone Fishin' Portfolio Alexander Green |
65 | 30 | 5 | 0.90 | 2.90 | +5.33 | +6.06 | +7.39 | |
| World Developed Stocks |
100 | 0 | 0 | 0.72 | 2.90 | +7.14 | +7.41 | +8.98 | |
| Coffee House Bill Schultheis |
60 | 40 | 0 | 1.06 | 2.89 | +2.50 | +5.70 | +7.71 | |
| Lazy Portfolio David Swensen |
70 | 30 | 0 | 0.86 | 2.85 | +5.91 | +6.37 | +8.01 | |
| Ultimate Buy&Hold FundAdvice |
60 | 40 | 0 | 0.86 | 2.84 | +1.05 | +4.17 | +6.03 | |
| Three Funds Bogleheads |
80 | 20 | 0 | 0.86 | 2.84 | +8.15 | +7.47 | +9.11 | |
| Ideal Index Frank Armstrong |
70 | 30 | 0 | 0.79 | 2.83 | +0.33 | +4.41 | +6.35 | |
| Edge Select Moderate Merrill Lynch |
53 | 47 | 0 | 0.94 | 2.80 | +9.85 | +7.15 | +7.84 | |
| Conservative Income Charles Schwab |
5 | 95 | 0 | 0.95 | 2.80 | +6.63 | +3.64 | +3.44 | |
| Edge Select Conservative Merrill Lynch |
21 | 79 | 0 | 0.83 | 2.79 | +5.83 | +4.45 | +4.72 | |
| Second Grader's Starter Paul Farrell |
90 | 10 | 0 | 0.82 | 2.78 | +8.09 | +8.06 | +10.04 | |
| Lifepath Fund iShares |
40.4 | 59.6 | 0 | 1.00 | 2.76 | +9.25 | +6.12 | +6.68 | |
| Coward's Portfolio Bill Bernstein |
60 | 40 | 0 | 0.89 | 2.75 | +2.75 | +5.52 | +7.14 | |
| Four Funds Bogleheads |
80 | 20 | 0 | 0.79 | 2.73 | +8.16 | +7.43 | +9.12 | |
| Big Rocks Portfolio Larry Swedroe |
60 | 40 | 0 | 0.83 | 2.72 | -0.43 | +4.17 | +6.18 | |
| Andrew Tobias Portfolio Andrew Tobias |
66.7 | 33.3 | 0 | 0.91 | 2.72 | +4.90 | +5.09 | +6.75 | |
| Edge Select Moderately Aggressive Merrill Lynch |
69 | 31 | 0 | 0.87 | 2.71 | +10.21 | +7.91 | +8.85 | |
| Robo Advisor 20 Betterment |
19.9 | 80.1 | 0 | 0.87 | 2.70 | +4.74 | +3.67 | +3.77 | |
| Stocks/Bonds 40/60 |
40 | 60 | 0 | 1.08 | 2.66 | +10.95 | +7.19 | +7.85 | |
| Ivy Portfolio Mebane Faber |
60 | 20 | 20 | 0.86 | 2.63 | -2.63 | +3.16 | +4.75 | |
| Family Taxable Portfolio Ted Aronson |
70 | 30 | 0 | 0.73 | 2.63 | +6.57 | +6.70 | +8.41 | |
| Margaritaville Scott Burns |
67 | 33 | 0 | 0.67 | 2.62 | +7.92 | +6.32 | +7.63 | |
| Sandwich Portfolio Bob Clyatt |
55 | 45 | 0 | 0.76 | 2.61 | +6.17 | +5.70 | +6.85 | |
| Edge Select Aggressive Merrill Lynch |
84 | 16 | 0 | 0.77 | 2.60 | +9.87 | +8.39 | +9.65 | |
| Pinwheel |
65 | 25 | 10 | 0.79 | 2.58 | +5.25 | +5.76 | +6.77 | |
| Stocks/Bonds 60/40 |
60 | 40 | 0 | 0.99 | 2.54 | +11.01 | +8.46 | +9.81 | |
| Dimensional 2030 Retirement Income DFA |
55.9 | 44.1 | 0 | 0.69 | 2.52 | +8.83 | +6.60 | +7.60 | |
| No Brainer Portfolio Bill Bernstein |
75 | 25 | 0 | 0.70 | 2.49 | +2.71 | +5.83 | +7.94 | |
| Robo Advisor 10 Betterment |
9.9 | 90.1 | 0 | 0.80 | 2.45 | +4.68 | +2.81 | +2.57 | |
| Simple Path to Wealth JL Collins |
75 | 25 | 0 | 0.92 | 2.45 | +10.99 | +9.39 | +11.25 | |
| Dimensional Retirement Income Fund DFA |
20.4 | 79.6 | 0 | 0.48 | 2.41 | +6.60 | +4.13 | +4.38 | |
| Warren Buffett |
90 | 10 | 0 | 0.84 | 2.33 | +12.16 | +10.64 | +12.68 | |
| Larry Portfolio Larry Swedroe |
30 | 70 | 0 | 0.74 | 2.32 | +4.10 | +3.85 | +4.46 | |
| US Stocks |
100 | 0 | 0 | 0.81 | 2.29 | +10.85 | +10.87 | +13.59 | |
| 10-year Treasury |
0 | 100 | 0 | 0.73 | 2.22 | +13.57 | +4.88 | +4.56 | |
| Robo Advisor 0 Betterment |
0 | 100 | 0 | 0.74 | 2.21 | +4.48 | +1.90 | +1.36 | |
| Short Term Treasury |
0 | 100 | 0 | 0.67 | 2.17 | +4.14 | +1.73 | +1.19 | |
| 7Twelve Portfolio Craig Israelsen |
50 | 33.3 | 16.7 | 0.66 | 2.13 | -1.92 | +2.90 | +4.15 | |
| Couch Potato Scott Burns |
50 | 50 | 0 | 0.67 | 2.09 | +10.99 | +7.60 | +8.84 | |
| All Weather Portfolio Ray Dalio |
30 | 55 | 15 | 0.74 | 2.03 | +17.90 | +8.09 | +8.11 | |
| Robust Alpha Architect |
70 | 20 | 10 | 0.66 | 2.02 | +1.21 | +4.78 | +7.43 | |
| Desert Portfolio Gyroscopic Investing |
30 | 60 | 10 | 0.68 | 1.95 | +12.63 | +6.64 | +6.57 | |
| Golden Butterfly |
40 | 40 | 20 | 0.62 | 1.81 | +14.10 | +7.98 | +8.15 | |
| Permanent Portfolio Paul Boyer |
25 | 50 | 25 | 0.55 | 1.80 | +18.45 | +7.61 | +5.98 | |
| Permanent Portfolio Harry Browne |
25 | 50 | 25 | 0.52 | 1.73 | +20.70 | +8.59 | +7.36 | |
| Technology |
100 | 0 | 0 | 0.37 | 1.03 | +40.20 | +19.98 | +20.47 | |
| Gold |
0 | 0 | 100 | 0.00 | 0.00 | +39.20 | +12.06 | +4.85 | |
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.