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 - 30 Jun 2025
2025 Dividend Yield is calculated only for a portion of the year (Jan - Jun)
% Allocation |
Div.Yield (%) |
Ann. Returns (%) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | Stocks | Bonds | Comm. | 2025 | 2024 ▾ | 1Y | 5Y | 10Y | |
| High Yield Bonds Income The Lazy Team |
0 | 100 | 0 | 2.37 | 5.95 | +9.33 | +2.25 | +3.71 | |
| US Cash |
0 | 100 | 0 | 1.71 | 5.03 | +4.64 | +2.68 | +1.82 | |
| Dynamic 40/60 Income The Lazy Team |
40 | 60 | 0 | 1.92 | 4.69 | +9.25 | +5.42 | +5.10 | |
| Dynamic 60/40 Income The Lazy Team |
60 | 40 | 0 | 1.89 | 4.37 | +9.15 | +6.61 | +5.77 | |
| Total Bond Developed World ex-US |
0 | 100 | 0 | 1.04 | 4.18 | +6.17 | +0.01 | +2.20 | |
| All Country World Bonds |
0 | 100 | 0 | 1.49 | 4.12 | +6.82 | -0.20 | +2.12 | |
| Conservative Income Charles Schwab |
5 | 95 | 0 | 1.63 | 4.03 | +6.21 | +1.32 | +2.39 | |
| Developed World ex-US 20/80 |
20 | 80 | 0 | 1.07 | 4.01 | +8.84 | +2.25 | +3.23 | |
| Short Term Treasury |
0 | 100 | 0 | 1.61 | 3.91 | +5.59 | +1.17 | +1.44 | |
| Aggressive Global Income The Lazy Team |
80 | 20 | 0 | 1.72 | 3.90 | +16.44 | +10.68 | +6.82 | |
| Developed World ex-US 40/60 |
40 | 60 | 0 | 1.11 | 3.85 | +11.44 | +4.50 | +4.21 | |
| Edge Select Conservative Merrill Lynch |
21 | 79 | 0 | 1.44 | 3.85 | +8.05 | +3.67 | +3.95 | |
| Robo Advisor 0 Betterment |
0 | 100 | 0 | 1.60 | 3.81 | +5.75 | +1.17 | +1.53 | |
| Rob Arnott Portfolio Rob Arnott |
30 | 60 | 10 | 1.26 | 3.76 | +7.62 | +4.08 | +4.53 | |
| Robo Advisor 10 Value Tilt Betterment |
9.9 | 90.1 | 0 | 1.53 | 3.69 | +6.89 | +2.19 | +2.43 | |
| Developed World ex-US 60/40 |
60 | 40 | 0 | 1.14 | 3.68 | +13.98 | +6.77 | +5.13 | |
| All Country World 20/80 |
20 | 80 | 0 | 1.34 | 3.68 | +8.73 | +2.56 | +3.78 | |
| Developed World ex-US 40/60 Momentum |
40 | 60 | 0 | 1.09 | 3.68 | +12.32 | +4.49 | +4.61 | |
| Total Bond US |
0 | 100 | 0 | 1.59 | 3.67 | +6.10 | -0.82 | +1.75 | |
| 10-year Treasury |
0 | 100 | 0 | 1.56 | 3.62 | +6.14 | -2.55 | +1.17 | |
| European Stocks |
100 | 0 | 0 | 1.81 | 3.61 | +19.89 | +12.76 | +7.12 | |
| One-Decision Portfolio Marvin Appel |
50 | 50 | 0 | 1.48 | 3.59 | +8.34 | +6.82 | +6.06 | |
| Robo Advisor 20 Value Tilt Betterment |
19.9 | 80.1 | 0 | 1.47 | 3.57 | +8.03 | +3.20 | +3.31 | |
| Developed World ex-US 80/20 |
80 | 20 | 0 | 1.17 | 3.52 | +16.46 | +9.06 | +6.00 | |
| Five Asset Roger Gibson |
60 | 20 | 20 | 1.01 | 3.48 | +9.84 | +9.92 | +6.61 | |
| LifeStrategy Income Fund Vanguard |
20 | 80 | 0 | 1.29 | 3.47 | +8.28 | +2.29 | +3.67 | |
| Developed World ex-US 60/40 Momentum |
60 | 40 | 0 | 1.12 | 3.43 | +15.34 | +6.69 | +5.73 | |
| Global Market Portfolio Credit Suisse |
45 | 55 | 0 | 1.28 | 3.38 | +9.95 | +4.00 | +5.39 | |
| Developed World ex-US Stocks |
100 | 0 | 0 | 1.20 | 3.36 | +18.89 | +11.38 | +6.82 | |
| Sheltered Sam 0/100 Bill Bernstein |
0 | 100 | 0 | 1.52 | 3.36 | +5.62 | +1.18 | +1.85 | |
| Eliminate Fat Tails Larry Swedroe |
30 | 70 | 0 | 1.32 | 3.31 | +6.83 | +4.10 | +3.57 | |
| Edge Select Moderately Conservative Merrill Lynch |
37 | 63 | 0 | 1.29 | 3.27 | +10.40 | +5.48 | +5.71 | |
| Sheltered Sam 10/90 Bill Bernstein |
9.7 | 90 | 0.3 | 1.48 | 3.26 | +6.45 | +2.35 | +2.63 | |
| All Country World 40/60 |
40 | 60 | 0 | 1.20 | 3.25 | +10.64 | +5.33 | +5.40 | |
| Stocks/Bonds 20/80 |
20 | 80 | 0 | 1.40 | 3.19 | +8.04 | +2.56 | +4.08 | |
| Sheltered Sam 20/80 Bill Bernstein |
19.4 | 80 | 0.6 | 1.43 | 3.16 | +7.27 | +3.52 | +3.40 | |
| Ultimate Buy&Hold FundAdvice |
60 | 40 | 0 | 1.43 | 3.16 | +11.95 | +7.10 | +5.42 | |
| Big Rocks Portfolio Larry Swedroe |
60 | 40 | 0 | 1.35 | 3.15 | +10.28 | +7.94 | +5.84 | |
| Robo Advisor 50 Value Tilt Betterment |
49.9 | 50.1 | 0 | 1.28 | 3.15 | +11.22 | +6.34 | +5.72 | |
| Late Sixties and Beyond Burton Malkiel |
71 | 29 | 0 | 1.39 | 3.12 | +12.60 | +8.74 | +7.52 | |
| LifeStrategy Conservative Growth Vanguard |
40 | 60 | 0 | 1.16 | 3.12 | +10.42 | +5.17 | +5.41 | |
| Stocks/Bonds 20/80 Momentum |
20 | 80 | 0 | 1.35 | 3.09 | +9.90 | +2.26 | +4.36 | |
| Six Ways from Sunday Scott Burns |
66.7 | 33.3 | 0 | 1.29 | 3.07 | +8.60 | +10.51 | +6.80 | |
| GAA Global Asset Allocation Mebane Faber |
40.5 | 49.5 | 10 | 1.19 | 3.07 | +11.22 | +5.31 | +5.64 | |
| Sheltered Sam 30/70 Bill Bernstein |
29.1 | 70 | 0.9 | 1.39 | 3.06 | +8.09 | +4.70 | +4.16 | |
| Simple Money Portfolio Tim Maurer |
60 | 40 | 0 | 1.34 | 3.05 | +12.69 | +7.50 | +5.68 | |
| Larry Portfolio Larry Swedroe |
30 | 70 | 0 | 1.34 | 3.02 | +8.38 | +2.71 | +3.11 | |
| Five Fold Scott Burns |
60 | 40 | 0 | 1.21 | 3.01 | +11.29 | +6.99 | +6.21 | |
| Ideal Index Frank Armstrong |
70 | 30 | 0 | 1.19 | 3.01 | +11.19 | +8.51 | +6.19 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
100 | 0 | 0 | 1.32 | 2.97 | +15.64 | +11.69 | +7.75 | |
| All Weather Portfolio Ray Dalio |
30 | 55 | 15 | 1.11 | 2.97 | +8.88 | +3.14 | +5.41 | |
| Sheltered Sam 40/60 Bill Bernstein |
38.8 | 60 | 1.2 | 1.34 | 2.96 | +8.91 | +5.89 | +4.92 | |
| Seven Value Scott Burns |
71.5 | 28.5 | 0 | 1.26 | 2.96 | +9.21 | +11.15 | +7.37 | |
| Gretchen Tai Portfolio Gretchen Tai |
70 | 30 | 0 | 1.18 | 2.95 | +13.44 | +8.50 | +6.93 | |
| Developed World ex-US Stocks Momentum |
100 | 0 | 0 | 1.17 | 2.93 | +21.31 | +11.04 | +7.78 | |
| Simple and Cheap Time Money Inc |
60 | 40 | 0 | 1.17 | 2.93 | +11.90 | +7.40 | +6.71 | |
| Talmud Portfolio Roger Gibson |
66.7 | 33.3 | 0 | 1.41 | 2.93 | +10.65 | +7.42 | +7.10 | |
| All Weather Portfolio with Bitcoin Ray Dalio |
30 | 55 | 15 | 1.11 | 2.92 | +10.24 | +4.82 | +9.04 | |
| Coffeehouse Bill Schultheis |
60 | 40 | 0 | 1.25 | 2.92 | +9.20 | +6.94 | +6.10 | |
| Coward's Portfolio Bill Bernstein |
60 | 40 | 0 | 1.24 | 2.91 | +9.80 | +8.13 | +6.27 | |
| Tilt Toward Value Time Money Inc |
60 | 40 | 0 | 1.18 | 2.91 | +11.05 | +7.42 | +6.65 | |
| Nano Portfolio John Wasik |
60 | 40 | 0 | 1.46 | 2.91 | +11.24 | +6.95 | +6.13 | |
| Edge Select Moderate Merrill Lynch |
53 | 47 | 0 | 1.18 | 2.91 | +11.82 | +7.65 | +7.08 | |
| Lifepath Fund iShares |
40.4 | 59.6 | 0 | 1.23 | 2.91 | +10.02 | +5.29 | +5.50 | |
| All Weather Portfolio 2x Leveraged Ray Dalio |
37.5 | 55 | 7.5 | 1.23 | 2.90 | +9.48 | +2.96 | +7.43 | |
| Gone Fishin' Portfolio Alexander Green |
65 | 30 | 5 | 1.17 | 2.88 | +12.83 | +8.45 | +6.74 | |
| Sheltered Sam 50/50 Bill Bernstein |
48.5 | 50 | 1.5 | 1.30 | 2.86 | +9.72 | +7.08 | +5.66 | |
| Long Term Portfolio Ben Stein |
80 | 20 | 0 | 1.24 | 2.84 | +12.43 | +10.40 | +7.62 | |
| Mid-Fifties Burton Malkiel |
80 | 20 | 0 | 1.29 | 2.83 | +13.75 | +9.74 | +8.06 | |
| All Country World 60/40 |
60 | 40 | 0 | 1.05 | 2.82 | +12.53 | +8.12 | +6.97 | |
| Andrew Tobias Portfolio Andrew Tobias |
66.7 | 33.3 | 0 | 1.31 | 2.81 | +13.20 | +9.62 | +7.20 | |
| Four Square Scott Burns |
50 | 50 | 0 | 1.01 | 2.80 | +11.52 | +6.90 | +6.14 | |
| Sandwich Portfolio Bob Clyatt |
55 | 45 | 0 | 1.18 | 2.80 | +11.46 | +6.55 | +5.90 | |
| Stocks/Bonds 40/60 2x Leveraged |
40 | 60 | 0 | 1.01 | 2.80 | +12.70 | +5.14 | +8.39 | |
| Ulcer Free Strategy Aim Ways |
11 | 77 | 12 | 0.94 | 2.77 | +13.09 | +4.56 | +6.13 | |
| LifeStrategy Moderate Growth Vanguard |
60 | 40 | 0 | 1.03 | 2.76 | +12.54 | +8.05 | +7.11 | |
| Sheltered Sam 60/40 Bill Bernstein |
58.2 | 40 | 1.8 | 1.26 | 2.76 | +10.54 | +8.28 | +6.40 | |
| Perfect Portfolio Ben Stein |
80 | 20 | 0 | 1.08 | 2.75 | +13.27 | +11.83 | +8.48 | |
| Desert Portfolio 2x Leveraged Gyroscopic Investing |
30 | 60 | 10 | 0.97 | 2.71 | +18.23 | +4.46 | +7.86 | |
| Stocks/Bonds 40/60 |
40 | 60 | 0 | 1.20 | 2.71 | +9.91 | +5.91 | +6.36 | |
| Aim comfortable trip Aim Ways |
40 | 45 | 15 | 0.98 | 2.69 | +15.28 | +8.18 | +7.11 | |
| Weird Portfolio Value Stock Geek |
60 | 20 | 20 | 1.21 | 2.69 | +15.98 | +6.43 | +6.40 | |
| Sheltered Sam 70/30 Bill Bernstein |
67.9 | 30 | 2.1 | 1.21 | 2.66 | +11.35 | +9.48 | +7.13 | |
| Stocks/Bonds 40/60 with Bitcoin |
39 | 59 | 2 | 1.18 | 2.66 | +11.39 | +7.79 | +10.06 | |
| Pinwheel Tyler |
65 | 25 | 10 | 1.21 | 2.66 | +14.34 | +8.70 | +6.79 | |
| Permanent Portfolio Harry Browne |
25 | 50 | 25 | 1.03 | 2.65 | +15.44 | +5.74 | +6.58 | |
| Permanent Portfolio with Bitcoin Harry Browne |
25 | 50 | 25 | 1.03 | 2.65 | +16.35 | +7.50 | +10.21 | |
| Late Thirties to Early Forties Burton Malkiel |
85 | 15 | 0 | 1.21 | 2.64 | +14.34 | +10.48 | +8.40 | |
| PISI Portfolio Davide Pisicchio |
30 | 60 | 10 | 1.16 | 2.64 | +12.61 | +4.76 | +5.98 | |
| Dimensional Retirement Income Fund DFA |
20.4 | 79.6 | 0 | 0.77 | 2.63 | +6.83 | +4.40 | +4.09 | |
| Yale Endowment David Swensen |
70 | 30 | 0 | 1.24 | 2.63 | +12.38 | +8.42 | +7.14 | |
| Family Taxable Portfolio Ted Aronson |
70 | 30 | 0 | 1.04 | 2.62 | +10.60 | +7.57 | +6.72 | |
| Lazy Portfolio David Swensen |
70 | 30 | 0 | 1.20 | 2.61 | +12.22 | +8.28 | +7.07 | |
| Paul Boyer Portfolio Paul Boyer |
25 | 50 | 25 | 1.05 | 2.61 | +14.48 | +3.47 | +4.79 | |
| No Brainer Portfolio Bill Bernstein |
75 | 25 | 0 | 0.96 | 2.61 | +11.31 | +10.10 | +7.60 | |
| Mid-Twenties Burton Malkiel |
87 | 13 | 0 | 1.19 | 2.59 | +14.56 | +10.68 | +8.44 | |
| Robo Advisor 80 Value Tilt Betterment |
80 | 20 | 0 | 1.04 | 2.58 | +13.93 | +10.29 | +7.85 | |
| Sheltered Sam 80/20 Bill Bernstein |
77.6 | 20 | 2.4 | 1.17 | 2.56 | +12.17 | +10.70 | +7.84 | |
| Edge Select Moderately Aggressive Merrill Lynch |
69 | 31 | 0 | 1.02 | 2.56 | +13.40 | +9.98 | +8.54 | |
| Jane Bryant Quinn Portfolio Jane Bryant Quinn |
70 | 30 | 0 | 1.15 | 2.55 | +13.00 | +9.37 | +7.91 | |
| Stocks/Bonds 40/60 ESG |
40 | 60 | 0 | 1.16 | 2.53 | +9.61 | +5.77 | +5.44 | |
| US Inflation Protection |
0 | 100 | 0 | 1.38 | 2.52 | +5.65 | +1.07 | +2.37 | |
| Stocks/Bonds 40/60 Momentum |
40 | 60 | 0 | 1.12 | 2.50 | +13.64 | +5.29 | +6.91 | |
| Sheltered Sam 90/10 Bill Bernstein |
87.3 | 10 | 2.7 | 1.12 | 2.47 | +12.98 | +11.92 | +8.55 | |
| Odd-Stats Strategy Aim Ways |
47 | 43 | 10 | 0.91 | 2.44 | +13.39 | +7.67 | +8.58 | |
| 7Twelve Portfolio Craig Israelsen |
50 | 33.3 | 16.7 | 1.05 | 2.44 | +8.83 | +8.66 | +5.23 | |
| Emerging Markets Stocks |
100 | 0 | 0 | 0.94 | 2.43 | +16.29 | +6.20 | +4.29 | |
| Core Four Rick Ferri |
80 | 20 | 0 | 1.01 | 2.43 | +13.98 | +10.64 | +8.73 | |
| LifeStrategy Growth Fund Vanguard |
80 | 20 | 0 | 0.90 | 2.41 | +14.66 | +10.95 | +8.77 | |
| Marc Faber Portfolio Marc Faber |
50 | 25 | 25 | 1.12 | 2.41 | +18.79 | +8.34 | +7.42 | |
| Ivy Portfolio Mebane Faber |
60 | 20 | 20 | 1.04 | 2.41 | +9.91 | +10.22 | +6.12 | |
| Robo Advisor 90 Value Tilt Betterment |
90.1 | 9.9 | 0 | 0.98 | 2.39 | +14.77 | +11.67 | +8.57 | |
| All Country World 80/20 |
80 | 20 | 0 | 0.91 | 2.38 | +14.42 | +10.91 | +8.51 | |
| Sheltered Sam 100/0 Bill Bernstein |
97 | 0 | 3 | 1.08 | 2.37 | +13.79 | +13.16 | +9.25 | |
| In Saecula Saeculorum Fulvio Marchese |
45 | 45 | 10 | 1.04 | 2.35 | +13.92 | +8.06 | +7.88 | |
| Talmud Portfolio 2x Leveraged Roger Gibson |
66.7 | 33.3 | 0 | 0.89 | 2.34 | +13.45 | +7.94 | +9.08 | |
| Three Funds Bogleheads |
80 | 20 | 0 | 0.92 | 2.34 | +14.60 | +11.00 | +8.87 | |
| Margaritaville Scott Burns |
67 | 33 | 0 | 0.99 | 2.33 | +13.33 | +9.26 | +7.43 | |
| Gold Pivot Ptf Aim Ways |
22 | 44 | 34 | 0.71 | 2.33 | +20.69 | +9.09 | +8.85 | |
| Desert Portfolio with Bitcoin Gyroscopic Investing |
30 | 60 | 10 | 1.03 | 2.29 | +13.66 | +7.72 | +9.68 | |
| Desert Portfolio Gyroscopic Investing |
30 | 60 | 10 | 1.03 | 2.29 | +12.75 | +5.93 | +6.00 | |
| Golden Ratio Portfolio Frank Vasquez |
52 | 32 | 16 | 0.98 | 2.28 | +12.88 | +7.05 | +7.77 | |
| Dedalo Eleven Dedalo Invest |
80 | 20 | 0 | 0.96 | 2.26 | +14.23 | +11.04 | +9.02 | |
| Margherita Portfolio Davide Pisicchio |
30 | 60 | 10 | 1.03 | 2.26 | +13.21 | +6.59 | +6.56 | |
| Simplified Permanent Portfolio 2x Leveraged The Lazy Team |
25 | 50 | 25 | 0.81 | 2.26 | +28.05 | +6.79 | +9.16 | |
| Golden Butterfly with Bitcoin Tyler |
40 | 40 | 20 | 0.96 | 2.25 | +14.35 | +8.40 | +10.34 | |
| Golden Butterfly Tyler |
40 | 40 | 20 | 0.96 | 2.25 | +13.45 | +6.63 | +6.71 | |
| Robust Alpha Architect |
70 | 20 | 10 | 1.08 | 2.24 | +14.69 | +10.77 | +8.00 | |
| Stocks/Bonds 60/40 |
60 | 40 | 0 | 1.01 | 2.23 | +11.70 | +9.25 | +8.59 | |
| Four Funds Bogleheads |
80 | 20 | 0 | 0.90 | 2.23 | +14.55 | +11.20 | +8.92 | |
| Edge Select Aggressive Merrill Lynch |
84 | 16 | 0 | 0.87 | 2.22 | +14.59 | +11.94 | +9.68 | |
| Cockroach Portfolio Tony Dong |
60 | 20 | 20 | 1.00 | 2.20 | +14.42 | +7.86 | +7.89 | |
| Stocks/Bonds 60/40 with Bitcoin |
59 | 39 | 2 | 0.99 | 2.18 | +13.14 | +11.11 | +12.24 | |
| Robo Advisor 100 Value Tilt Betterment |
100 | 0 | 0 | 1.06 | 2.17 | +15.29 | +12.97 | +9.18 | |
| US Stocks Value |
100 | 0 | 0 | 0.84 | 2.15 | +9.60 | +15.02 | +10.26 | |
| Stocks/Bonds 60/40 2x Leveraged |
60 | 40 | 0 | 0.80 | 2.15 | +15.20 | +12.06 | +12.61 | |
| Simplified Permanent Portfolio The Lazy Team |
25 | 50 | 25 | 0.94 | 2.13 | +17.30 | +6.01 | +6.65 | |
| Second Grader's Starter Paul Farrell |
90 | 10 | 0 | 0.83 | 2.10 | +15.51 | +12.70 | +9.95 | |
| Golden Butterfly 2x Leveraged Tyler |
40 | 40 | 20 | 0.70 | 2.08 | +21.86 | +7.82 | +9.03 | |
| Capricciosa Portfolio Davide Pisicchio |
50 | 45 | 5 | 0.94 | 2.07 | +13.26 | +9.10 | +8.35 | |
| Four Seasons Portfolio Davide Pisicchio |
40 | 50 | 10 | 0.95 | 2.07 | +14.07 | +8.23 | +7.72 | |
| Stocks/Bonds 60/40 ESG |
60 | 40 | 0 | 0.93 | 2.03 | +11.37 | +9.08 | +7.23 | |
| Dedalo Four Dedalo Invest |
80 | 20 | 0 | 0.74 | 2.02 | +13.70 | +12.21 | +10.15 | |
| All Country World Stocks |
100 | 0 | 0 | 0.76 | 1.95 | +16.30 | +13.73 | +10.01 | |
| Stocks/Bonds 60/40 Momentum |
60 | 40 | 0 | 0.88 | 1.92 | +17.33 | +8.28 | +9.41 | |
| Shield Strategy Aim Ways |
42 | 38 | 20 | 0.83 | 1.91 | +17.25 | +9.76 | +9.72 | |
| Pepperoni Portfolio Davide Pisicchio |
60 | 40 | 0 | 0.87 | 1.91 | +12.43 | +10.43 | +9.61 | |
| Couch Potato Scott Burns |
50 | 50 | 0 | 1.00 | 1.89 | +10.60 | +8.53 | +7.77 | |
| Simple Path to Wealth JL Collins |
75 | 25 | 0 | 0.87 | 1.87 | +12.99 | +11.74 | +10.23 | |
| Stocks/Bonds 80/20 |
80 | 20 | 0 | 0.82 | 1.75 | +13.42 | +12.57 | +10.77 | |
| US Stocks Minimum Volatility |
100 | 0 | 0 | 0.69 | 1.67 | +13.61 | +10.96 | +10.87 | |
| US Stocks Equal Weight |
100 | 0 | 0 | 0.85 | 1.52 | +12.45 | +14.16 | +10.45 | |
| Warren Buffett Portfolio Warren Buffett |
90 | 10 | 0 | 0.71 | 1.50 | +14.77 | +15.04 | +12.44 | |
| Dedalo Three Dedalo Invest |
100 | 0 | 0 | 0.67 | 1.47 | +15.50 | +15.25 | +12.05 | |
| Stocks/Bonds 80/20 Momentum |
80 | 20 | 0 | 0.65 | 1.33 | +20.98 | +11.23 | +11.86 | |
| Diavola Portfolio Davide Pisicchio |
90 | 10 | 0 | 0.61 | 1.29 | +14.46 | +15.15 | +13.45 | |
| US Stocks |
100 | 0 | 0 | 0.62 | 1.27 | +15.08 | +15.87 | +12.90 | |
| Cape US Sector Value Robert Shiller |
100 | 0 | 0 | 0.25 | 1.23 | +16.23 | +16.04 | +14.09 | |
| US Stocks ESG |
100 | 0 | 0 | 0.48 | 1.05 | +14.70 | +15.52 | +10.53 | |
| US Stocks Quality |
100 | 0 | 0 | 0.43 | 1.02 | +8.19 | +15.26 | +12.97 | |
| US Stocks Momentum |
100 | 0 | 0 | 0.42 | 0.75 | +24.60 | +14.15 | +14.27 | |
| Technology |
100 | 0 | 0 | 0.24 | 0.56 | +15.79 | +18.07 | +18.71 | |
| Ark Tech Portfolio Cathie Wood |
100 | 0 | 0 | 0.00 | 0.00 | +54.58 | +4.61 | +14.85 | |
| Berkshire Hathaway Warren Buffett |
100 | 0 | 0 | 0.00 | 0.00 | +19.04 | +22.21 | +13.53 | |
| Gold |
0 | 0 | 100 | 0.00 | 0.00 | +41.77 | +12.74 | +10.49 | |
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.
