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 - 28 Feb 2023
2023 Dividend Yield is calculated only for a portion of the year (Jan - Feb)
% Allocation |
Div.Yield (%) |
Ann. Returns (%) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | Stocks | Bonds | Comm. | 2023 | 2022 ▾ | 1Y | 5Y | 10Y | |
| US Inflation Protection |
0 | 100 | 0 | 0.00 | 5.89 | -11.42 | +2.21 | +0.98 | |
| Dimensional Retirement Income Fund DFA |
20.4 | 79.6 | 0 | 0.10 | 4.29 | -6.29 | +3.09 | +2.83 | |
| High Yield Bonds Income |
0 | 100 | 0 | 0.24 | 4.25 | -10.41 | +0.82 | +2.34 | |
| Couch Potato Scott Burns |
50 | 50 | 0 | 0.00 | 3.61 | -9.86 | +5.93 | +6.60 | |
| Aggressive Global Income |
80 | 20 | 0 | 0.02 | 3.49 | -3.83 | +4.22 | +5.98 | |
| Six Ways from Sunday Scott Burns |
66.7 | 33.3 | 0 | 0.02 | 3.30 | -2.00 | +6.61 | +5.93 | |
| Margaritaville Scott Burns |
67 | 33 | 0 | 0.00 | 3.25 | -9.00 | +4.69 | +5.94 | |
| Seven Value Scott Burns |
71.5 | 28.5 | 0 | 0.02 | 3.17 | -1.78 | +6.87 | +6.68 | |
| Sheltered Sam 0/100 Bill Bernstein |
0 | 100 | 0 | 0.00 | 3.10 | -6.35 | +1.33 | +0.73 | |
| Dynamic 40/60 Income |
40 | 60 | 0 | 0.00 | 3.06 | -6.66 | +2.81 | +4.14 | |
| Eliminate Fat Tails Larry Swedroe |
30 | 70 | 0 | 0.13 | 3.01 | -6.10 | +2.25 | +2.66 | |
| Dimensional 2030 Retirement Income DFA |
55.9 | 44.1 | 0 | 0.02 | 3.00 | -9.17 | +4.55 | +5.69 | |
| Sheltered Sam 10/90 Bill Bernstein |
9.7 | 90 | 0.3 | 0.00 | 2.99 | -6.18 | +1.95 | +1.62 | |
| Nano Portfolio John Wasik |
60 | 40 | 0 | 0.00 | 2.90 | -9.09 | +4.66 | +5.31 | |
| Sheltered Sam 20/80 Bill Bernstein |
19.4 | 80 | 0.6 | 0.00 | 2.88 | -6.01 | +2.55 | +2.49 | |
| Dynamic 60/40 Income |
60 | 40 | 0 | 0.00 | 2.82 | -7.18 | +4.59 | +5.28 | |
| Conservative Income Charles Schwab |
5 | 95 | 0 | 0.10 | 2.82 | -7.03 | +1.54 | +1.46 | |
| Five Fold Scott Burns |
60 | 40 | 0 | 0.03 | 2.79 | -9.91 | +4.43 | +5.29 | |
| Four Square Scott Burns |
50 | 50 | 0 | 0.03 | 2.78 | -9.16 | +3.56 | +4.85 | |
| Sheltered Sam 30/70 Bill Bernstein |
29.1 | 70 | 0.9 | 0.00 | 2.77 | -5.85 | +3.14 | +3.35 | |
| European Stocks |
100 | 0 | 0 | 0.00 | 2.67 | -0.96 | +3.75 | +5.42 | |
| Sheltered Sam 40/60 Bill Bernstein |
38.8 | 60 | 1.2 | 0.00 | 2.67 | -5.68 | +3.72 | +4.20 | |
| Yale Endowment David Swensen |
70 | 30 | 0 | 0.00 | 2.58 | -12.28 | +4.99 | +6.28 | |
| Sheltered Sam 50/50 Bill Bernstein |
48.5 | 50 | 1.5 | 0.00 | 2.56 | -5.52 | +4.29 | +5.03 | |
| Lazy Portfolio David Swensen |
70 | 30 | 0 | 0.00 | 2.52 | -9.87 | +5.11 | +6.07 | |
| Gone Fishin' Portfolio Alexander Green |
65 | 30 | 5 | 0.00 | 2.48 | -8.50 | +4.10 | +5.62 | |
| Family Taxable Portfolio Ted Aronson |
70 | 30 | 0 | 0.00 | 2.45 | -10.12 | +4.00 | +6.28 | |
| Sheltered Sam 60/40 Bill Bernstein |
58.2 | 40 | 1.8 | 0.00 | 2.45 | -5.36 | +4.84 | +5.85 | |
| Gretchen Tai Portfolio Gretchen Tai |
70 | 30 | 0 | 0.00 | 2.43 | -9.28 | +3.89 | +5.74 | |
| Developed World ex-US Stocks |
100 | 0 | 0 | 0.00 | 2.42 | -4.82 | +2.80 | +5.11 | |
| Ultimate Buy&Hold FundAdvice |
60 | 40 | 0 | 0.00 | 2.37 | -6.33 | +3.11 | +4.83 | |
| Lifepath Fund iShares |
40.4 | 59.6 | 0 | 0.00 | 2.36 | -9.19 | +3.38 | +4.55 | |
| Sheltered Sam 70/30 Bill Bernstein |
67.9 | 30 | 2.1 | 0.00 | 2.34 | -5.21 | +5.37 | +6.66 | |
| Jane Bryant Quinn Portfolio Jane Bryant Quinn |
70 | 30 | 0 | 0.00 | 2.33 | -8.71 | +5.55 | +6.95 | |
| Rob Arnott Portfolio Rob Arnott |
30 | 60 | 10 | 0.09 | 2.31 | -10.55 | +3.52 | +3.54 | |
| Robo Advisor 50 Betterment |
49.9 | 50.1 | 0 | 0.02 | 2.29 | -8.31 | +2.85 | +4.72 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
100 | 0 | 0 | 0.00 | 2.27 | -6.01 | +4.42 | +7.43 | |
| Four Funds Bogleheads |
80 | 20 | 0 | 0.00 | 2.25 | -8.46 | +5.66 | +7.54 | |
| Sheltered Sam 80/20 Bill Bernstein |
77.6 | 20 | 2.4 | 0.00 | 2.23 | -5.06 | +5.90 | +7.45 | |
| Total Bond US |
0 | 100 | 0 | 0.00 | 2.23 | -9.97 | +0.49 | +1.05 | |
| Developed World ex-US 80/20 |
80 | 20 | 0 | 0.03 | 2.20 | -5.81 | +2.36 | +4.53 | |
| Developed World ex-US Stocks Momentum |
100 | 0 | 0 | 0.00 | 2.19 | -6.29 | +3.23 | +4.53 | |
| All Country World Bonds |
0 | 100 | 0 | 0.05 | 2.17 | -9.90 | +0.11 | +1.25 | |
| Late Sixties and Beyond Burton Malkiel |
71 | 29 | 0 | 0.07 | 2.16 | -7.64 | +5.02 | +6.39 | |
| Talmud Portfolio Roger Gibson |
66.7 | 33.3 | 0 | 0.00 | 2.13 | -10.39 | +5.99 | +6.71 | |
| Sheltered Sam 90/10 Bill Bernstein |
87.3 | 10 | 2.7 | 0.00 | 2.12 | -4.91 | +6.41 | +8.24 | |
| All Country World 20/80 |
20 | 80 | 0 | 0.04 | 2.09 | -9.48 | +1.39 | +2.74 | |
| Mid-Fifties Burton Malkiel |
80 | 20 | 0 | 0.04 | 2.08 | -8.31 | +5.03 | +6.77 | |
| Global Market Portfolio Credit Suisse |
45 | 55 | 0 | 0.09 | 2.08 | -12.46 | +2.84 | +4.54 | |
| Stocks/Bonds 20/80 Momentum |
20 | 80 | 0 | 0.00 | 2.07 | -10.37 | +1.73 | +3.49 | |
| US Stocks Value |
100 | 0 | 0 | 0.00 | 2.07 | +1.47 | +8.75 | +10.43 | |
| Coffeehouse Bill Schultheis |
60 | 40 | 0 | 0.00 | 2.05 | -7.21 | +4.76 | +6.23 | |
| Stocks/Bonds 20/80 |
20 | 80 | 0 | 0.00 | 2.05 | -9.61 | +2.40 | +3.33 | |
| Robo Advisor 80 Betterment |
80 | 20 | 0 | 0.01 | 2.03 | -7.49 | +4.52 | +6.88 | |
| Sheltered Sam 100/0 Bill Bernstein |
97 | 0 | 3 | 0.00 | 2.02 | -4.76 | +6.91 | +9.01 | |
| All Country World 40/60 |
40 | 60 | 0 | 0.03 | 2.02 | -9.08 | +2.62 | +4.18 | |
| Simple and Cheap Time Inc |
60 | 40 | 0 | 0.01 | 2.00 | -9.16 | +4.32 | +5.76 | |
| Tilt Toward Value Time Inc |
60 | 40 | 0 | 0.01 | 1.99 | -8.38 | +4.59 | +6.05 | |
| Developed World ex-US 60/40 |
60 | 40 | 0 | 0.05 | 1.98 | -6.78 | +1.86 | +3.88 | |
| Late Thirties to Early Forties Burton Malkiel |
85 | 15 | 0 | 0.03 | 1.97 | -8.27 | +5.11 | +7.02 | |
| Robo Advisor 90 Betterment |
90.1 | 9.9 | 0 | 0.01 | 1.95 | -7.05 | +5.09 | +7.59 | |
| Emerging Markets Stocks |
100 | 0 | 0 | 0.00 | 1.95 | -16.23 | -2.35 | +0.92 | |
| Mid-Twenties Burton Malkiel |
87 | 13 | 0 | 0.03 | 1.94 | -8.44 | +5.04 | +7.02 | |
| All Country World 60/40 |
60 | 40 | 0 | 0.02 | 1.94 | -8.68 | +3.80 | +5.57 | |
| LifeStrategy Income Fund Vanguard |
20 | 80 | 0 | 0.03 | 1.93 | -9.47 | +1.68 | +2.83 | |
| Core Four Rick Ferri |
80 | 20 | 0 | 0.00 | 1.93 | -8.74 | +5.82 | +7.62 | |
| Stocks/Bonds 40/60 Momentum |
40 | 60 | 0 | 0.00 | 1.92 | -10.76 | +2.91 | +5.86 | |
| LifeStrategy Conservative Growth Vanguard |
40 | 60 | 0 | 0.02 | 1.90 | -9.06 | +2.95 | +4.42 | |
| One-Decision Portfolio Marvin Appel |
50 | 50 | 0 | 0.18 | 1.90 | -5.71 | +5.20 | +5.73 | |
| Stocks/Bonds 40/60 ESG |
40 | 60 | 0 | 0.14 | 1.89 | -9.91 | +3.90 | +4.71 | |
| Three Funds Bogleheads |
80 | 20 | 0 | 0.00 | 1.89 | -8.31 | +5.50 | +7.55 | |
| Edge Select Moderately Conservative Merrill Lynch |
37 | 63 | 0 | 0.07 | 1.88 | -8.86 | +3.23 | +4.55 | |
| LifeStrategy Moderate Growth Vanguard |
60 | 40 | 0 | 0.02 | 1.88 | -8.66 | +4.17 | +5.95 | |
| Five Asset Roger Gibson |
60 | 20 | 20 | 0.01 | 1.88 | -6.87 | +6.02 | +5.20 | |
| Ideal Index Frank Armstrong |
70 | 30 | 0 | 0.00 | 1.88 | -5.01 | +4.25 | +5.72 | |
| Perfect Portfolio Ben Stein |
80 | 20 | 0 | 0.07 | 1.87 | -4.46 | +5.68 | +7.02 | |
| Stocks/Bonds 40/60 |
40 | 60 | 0 | 0.00 | 1.87 | -9.26 | +4.24 | +5.54 | |
| All Country World 80/20 |
80 | 20 | 0 | 0.01 | 1.86 | -8.28 | +4.92 | +6.91 | |
| Edge Select Moderate Merrill Lynch |
53 | 47 | 0 | 0.05 | 1.86 | -8.78 | +4.23 | +5.80 | |
| LifeStrategy Growth Fund Vanguard |
80 | 20 | 0 | 0.01 | 1.85 | -8.27 | +5.34 | +7.43 | |
| GAA Global Asset Allocation Mebane Faber |
40.5 | 49.5 | 10 | 0.08 | 1.84 | -11.11 | +3.44 | +4.26 | |
| Developed World ex-US 60/40 Momentum |
60 | 40 | 0 | 0.05 | 1.84 | -7.68 | +2.15 | +3.56 | |
| Stocks/Bonds 40/60 with Bitcoin |
39 | 59 | 2 | 0.00 | 1.83 | -9.62 | +5.42 | +16.52 | |
| Robo Advisor 100 Betterment |
100 | 0 | 0 | 0.00 | 1.83 | -6.19 | +5.58 | +8.20 | |
| Robust Alpha Architect |
70 | 20 | 10 | 0.00 | 1.83 | -6.78 | +5.02 | +6.97 | |
| Second Grader's Starter Paul Farrell |
90 | 10 | 0 | 0.00 | 1.80 | -8.15 | +6.35 | +8.58 | |
| Ivy Portfolio Mebane Faber |
60 | 20 | 20 | 0.00 | 1.79 | -7.31 | +5.52 | +4.57 | |
| Edge Select Moderately Aggressive Merrill Lynch |
69 | 31 | 0 | 0.04 | 1.79 | -8.70 | +5.20 | +7.05 | |
| All Country World Stocks |
100 | 0 | 0 | 0.00 | 1.78 | -7.90 | +6.00 | +8.19 | |
| Robo Advisor 20 Betterment |
19.9 | 80.1 | 0 | 0.03 | 1.78 | -5.59 | +1.61 | +2.33 | |
| Edge Select Conservative Merrill Lynch |
21 | 79 | 0 | 0.14 | 1.77 | -5.81 | +2.25 | +3.03 | |
| Simple Money Portfolio Tim Maurer |
60 | 40 | 0 | 0.00 | 1.76 | -5.29 | +3.28 | +5.31 | |
| Stocks/Bonds 60/40 Momentum |
60 | 40 | 0 | 0.00 | 1.76 | -11.14 | +4.04 | +8.15 | |
| Developed World ex-US 40/60 |
40 | 60 | 0 | 0.08 | 1.75 | -7.75 | +1.30 | +3.16 | |
| Big Rocks Portfolio Larry Swedroe |
60 | 40 | 0 | 0.00 | 1.75 | -4.01 | +4.13 | +5.63 | |
| Long Term Portfolio Ben Stein |
80 | 20 | 0 | 0.07 | 1.73 | -5.37 | +5.20 | +6.79 | |
| Marc Faber Portfolio Marc Faber |
50 | 25 | 25 | 0.00 | 1.71 | -8.88 | +5.35 | +4.67 | |
| Edge Select Aggressive Merrill Lynch |
84 | 16 | 0 | 0.02 | 1.69 | -8.54 | +5.96 | +8.11 | |
| Stocks/Bonds 60/40 |
60 | 40 | 0 | 0.00 | 1.69 | -8.93 | +6.00 | +7.69 | |
| Developed World ex-US 40/60 Momentum |
40 | 60 | 0 | 0.08 | 1.66 | -8.35 | +1.50 | +2.96 | |
| Stocks/Bonds 60/40 with Bitcoin |
59 | 39 | 2 | 0.00 | 1.65 | -9.30 | +7.16 | +18.42 | |
| Stocks/Bonds 60/40 ESG |
60 | 40 | 0 | 0.09 | 1.62 | -10.08 | +5.46 | +6.48 | |
| 10-year Treasury |
0 | 100 | 0 | 0.22 | 1.61 | -12.93 | +0.34 | +0.62 | |
| Coward's Portfolio Bill Bernstein |
60 | 40 | 0 | 0.00 | 1.61 | -4.47 | +4.54 | +5.92 | |
| Andrew Tobias Portfolio Andrew Tobias |
66.7 | 33.3 | 0 | 0.00 | 1.61 | -4.49 | +4.52 | +5.94 | |
| Stocks/Bonds 80/20 Momentum |
80 | 20 | 0 | 0.00 | 1.61 | -11.52 | +5.12 | +10.38 | |
| Pinwheel |
65 | 25 | 10 | 0.04 | 1.60 | -6.55 | +4.67 | +5.35 | |
| US Stocks Equal Weight |
100 | 0 | 0 | 0.00 | 1.59 | -3.22 | +9.76 | +11.68 | |
| No Brainer Portfolio Bill Bernstein |
75 | 25 | 0 | 0.00 | 1.58 | -5.47 | +5.26 | +7.18 | |
| Simple Path to Wealth JL Collins |
75 | 25 | 0 | 0.00 | 1.56 | -8.69 | +7.28 | +9.26 | |
| Developed World ex-US 20/80 |
20 | 80 | 0 | 0.10 | 1.53 | -8.72 | +0.68 | +2.36 | |
| Robo Advisor 10 Betterment |
9.9 | 90.1 | 0 | 0.03 | 1.52 | -4.39 | +1.18 | +1.46 | |
| Stocks/Bonds 80/20 |
80 | 20 | 0 | 0.00 | 1.51 | -8.61 | +7.70 | +9.78 | |
| Larry Portfolio Larry Swedroe |
30 | 70 | 0 | 0.00 | 1.50 | -7.38 | +1.48 | +2.70 | |
| Sandwich Portfolio Bob Clyatt |
55 | 45 | 0 | 0.01 | 1.48 | -8.12 | +3.50 | +5.12 | |
| US Stocks Momentum |
100 | 0 | 0 | 0.00 | 1.45 | -11.88 | +6.15 | +12.55 | |
| US Stocks Minimum Volatility |
100 | 0 | 0 | 0.00 | 1.45 | -2.63 | +8.15 | +10.61 | |
| US Stocks |
100 | 0 | 0 | 0.00 | 1.33 | -8.31 | +9.34 | +11.82 | |
| 7Twelve Portfolio Craig Israelsen |
50 | 33.3 | 16.7 | 0.03 | 1.32 | -5.80 | +4.53 | +4.01 | |
| Warren Buffett Portfolio Warren Buffett |
90 | 10 | 0 | 0.00 | 1.31 | -8.07 | +8.84 | +11.01 | |
| Total Bond Developed World ex-US |
0 | 100 | 0 | 0.13 | 1.31 | -9.67 | +0.01 | +1.50 | |
| All Weather Portfolio with Bitcoin Ray Dalio |
30 | 55 | 15 | 0.00 | 1.31 | -14.48 | +5.00 | +15.87 | |
| All Weather Portfolio Ray Dalio |
30 | 55 | 15 | 0.00 | 1.31 | -13.93 | +3.90 | +4.37 | |
| Robo Advisor 0 Betterment |
0 | 100 | 0 | 0.03 | 1.27 | -3.20 | +0.72 | +0.58 | |
| Short Term Treasury |
0 | 100 | 0 | 0.00 | 1.24 | -3.01 | +0.65 | +0.50 | |
| Paul Boyer Portfolio Paul Boyer |
25 | 50 | 25 | 0.00 | 1.15 | -10.50 | +2.51 | +2.60 | |
| Simplified Permanent Portfolio |
25 | 50 | 25 | 0.11 | 1.14 | -9.61 | +4.32 | +3.89 | |
| Desert Portfolio Gyroscopic Investing |
30 | 60 | 10 | 0.00 | 1.14 | -7.69 | +3.98 | +4.29 | |
| Desert Portfolio with Bitcoin Gyroscopic Investing |
30 | 60 | 10 | 0.00 | 1.14 | -8.08 | +5.16 | +15.58 | |
| Golden Butterfly |
40 | 40 | 20 | 0.00 | 1.13 | -8.14 | +5.07 | +5.53 | |
| Golden Butterfly with Bitcoin |
40 | 40 | 20 | 0.00 | 1.13 | -8.58 | +6.23 | +16.87 | |
| Permanent Portfolio Harry Browne |
25 | 50 | 25 | 0.09 | 1.13 | -8.77 | +4.41 | +4.13 | |
| Permanent Portfolio with Bitcoin Harry Browne |
25 | 50 | 25 | 0.09 | 1.13 | -9.18 | +5.57 | +15.85 | |
| US Stocks ESG |
100 | 0 | 0 | 0.00 | 1.07 | -10.59 | +8.19 | +9.74 | |
| Technology |
100 | 0 | 0 | 0.00 | 0.54 | -14.73 | +12.69 | +16.97 | |
| Cape US Sector Value Robert Shiller |
100 | 0 | 0 | 0.00 | 0.44 | -3.82 | +11.27 | +14.33 | |
| Talmud Portfolio 2x Leveraged Roger Gibson |
66.7 | 33.3 | 0 | 0.00 | 0.42 | -26.64 | +6.16 | +9.52 | |
| All Weather Portfolio 2x Leveraged Ray Dalio |
37.5 | 55 | 7.5 | 0.00 | 0.42 | -24.35 | +5.67 | +7.91 | |
| Stocks/Bonds 40/60 2x Leveraged |
40 | 60 | 0 | 0.00 | 0.32 | -25.55 | +4.46 | +8.22 | |
| Stocks/Bonds 60/40 2x Leveraged |
60 | 40 | 0 | 0.00 | 0.31 | -24.65 | +7.09 | +12.15 | |
| Desert Portfolio 2x Leveraged Gyroscopic Investing |
30 | 60 | 10 | 0.00 | 0.29 | -24.59 | +3.93 | +6.22 | |
| Golden Butterfly 2x Leveraged |
40 | 40 | 20 | 0.00 | 0.25 | -21.31 | +4.97 | +7.74 | |
| Simplified Permanent Portfolio 2x Leveraged |
25 | 50 | 25 | 0.00 | 0.24 | -22.81 | +4.48 | +5.17 | |
| Gold |
0 | 0 | 100 | 0.00 | 0.00 | -4.82 | +6.32 | +1.05 | |
| Ark Tech Portfolio Cathie Wood |
100 | 0 | 0 | 0.00 | 0.00 | -36.48 | +4.73 | ||
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.
