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 Sep 2021
2021 Dividend Yield is calculated only for a portion of the year (Jan - Sep)
% Allocation |
Div.Yield (%) |
Ann. Returns (%) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | Stocks | Bonds | Comm. | 2021 | 2020 ▾ | 1Y | 5Y | 10Y | |
| High Yield Bonds Income |
0 | 100 | 0 | 2.50 | 4.38 | +5.86 | +4.97 | +6.03 | |
| Aggressive Global Income |
80 | 20 | 0 | 2.45 | 3.52 | +25.20 | +7.40 | +8.87 | |
| Dynamic 40/60 Income |
40 | 60 | 0 | 1.92 | 3.24 | +10.93 | +6.46 | +7.26 | |
| Dynamic 60/40 Income |
60 | 40 | 0 | 1.89 | 3.17 | +16.87 | +7.38 | +8.59 | |
| European Stocks |
100 | 0 | 0 | 2.34 | 2.85 | +29.41 | +9.50 | +8.83 | |
| Talmud Portfolio Roger Gibson |
66.7 | 33.3 | 0 | 1.54 | 2.63 | +20.99 | +9.29 | +10.51 | |
| Total Bond US |
0 | 100 | 0 | 1.29 | 2.53 | -1.04 | +2.88 | +2.88 | |
| Stocks/Bonds 20/80 |
20 | 80 | 0 | 1.25 | 2.37 | +5.19 | +5.73 | +5.66 | |
| All Country World Bonds |
0 | 100 | 0 | 1.21 | 2.27 | -0.45 | +2.88 | +3.66 | |
| Late Sixties and Beyond Burton Malkiel |
71 | 29 | 0 | 1.34 | 2.27 | +19.24 | +9.66 | +10.02 | |
| Coffee House Bill Schultheis |
60 | 40 | 0 | 1.47 | 2.25 | +21.72 | +8.53 | +9.42 | |
| Mid-Fifties Burton Malkiel |
80 | 20 | 0 | 1.31 | 2.23 | +21.57 | +10.58 | +10.72 | |
| Developed World ex-US Stocks |
100 | 0 | 0 | 1.80 | 2.21 | +26.63 | +9.20 | +8.70 | |
| Stocks/Bonds 40/60 |
40 | 60 | 0 | 1.20 | 2.20 | +11.63 | +8.56 | +8.42 | |
| All Country World 20/80 |
20 | 80 | 0 | 1.22 | 2.20 | +4.97 | +5.04 | +5.45 | |
| Gone Fishin' Portfolio Alexander Green |
65 | 30 | 5 | 1.57 | 2.16 | +21.43 | +9.33 | +9.18 | |
| Stocks/Bonds 40/60 with Bitcoin |
39 | 59 | 2 | 1.18 | 2.16 | +16.46 | +15.30 | ||
| Lifepath Fund iShares |
40.4 | 59.6 | 0 | 1.47 | 2.15 | +11.47 | +7.61 | +7.33 | |
| Core Four Rick Ferri |
80 | 20 | 0 | 1.38 | 2.14 | +23.25 | +11.58 | +11.52 | |
| All Country World 40/60 |
40 | 60 | 0 | 1.24 | 2.13 | +10.57 | +7.16 | +7.21 | |
| Yale Endowment David Swensen |
70 | 30 | 0 | 1.69 | 2.12 | +19.39 | +9.68 | +10.24 | |
| Late Thirties to Early Forties Burton Malkiel |
85 | 15 | 0 | 1.23 | 2.11 | +22.84 | +11.12 | +11.03 | |
| Mid-Twenties Burton Malkiel |
87 | 13 | 0 | 1.20 | 2.07 | +23.51 | +11.22 | +11.09 | |
| Robo Advisor 50 Betterment |
49.9 | 50.1 | 0 | 1.36 | 2.06 | +14.35 | +7.67 | +8.01 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
100 | 0 | 0 | 1.56 | 2.06 | +34.23 | +10.46 | +11.57 | |
| All Country World 60/40 |
60 | 40 | 0 | 1.25 | 2.05 | +16.36 | +9.25 | +8.94 | |
| Stocks/Bonds 60/40 |
60 | 40 | 0 | 1.16 | 2.04 | +18.27 | +11.35 | +11.16 | |
| Lazy Portfolio David Swensen |
70 | 30 | 0 | 1.61 | 2.03 | +20.75 | +9.51 | +9.75 | |
| Three Funds Bogleheads |
80 | 20 | 0 | 1.33 | 2.02 | +22.57 | +11.82 | +11.36 | |
| Ivy Portfolio Mebane Faber |
60 | 20 | 20 | 1.28 | 2.02 | +28.25 | +8.25 | +7.17 | |
| Developed World ex-US 80/20 |
80 | 20 | 0 | 1.55 | 2.00 | +20.57 | +8.04 | +7.90 | |
| Stocks/Bonds 60/40 with Bitcoin |
59 | 39 | 2 | 1.13 | 2.00 | +23.25 | +18.06 | ||
| All Country World 80/20 |
80 | 20 | 0 | 1.26 | 1.98 | +22.34 | +11.29 | +10.64 | |
| Robo Advisor 80 Betterment |
80 | 20 | 0 | 1.34 | 1.97 | +23.92 | +10.56 | +10.69 | |
| Stocks/Bonds 40/60 ESG |
40 | 60 | 0 | 0.96 | 1.96 | +10.60 | +7.37 | +8.19 | |
| Edge Select Moderately Conservative Merrill Lynch |
37 | 63 | 0 | 1.07 | 1.95 | +10.18 | +7.62 | +7.47 | |
| Robo Advisor 90 Betterment |
90.1 | 9.9 | 0 | 1.32 | 1.94 | +27.30 | +11.50 | +11.57 | |
| Robo Advisor 100 Betterment |
100 | 0 | 0 | 1.23 | 1.94 | +30.37 | +12.27 | +12.31 | |
| Second Grader's Starter Paul Farrell |
90 | 10 | 0 | 1.31 | 1.94 | +26.08 | +13.19 | +12.72 | |
| Five Asset Roger Gibson |
60 | 20 | 20 | 1.24 | 1.93 | +28.11 | +8.95 | +7.87 | |
| Edge Select Moderate Merrill Lynch |
53 | 47 | 0 | 1.11 | 1.93 | +14.85 | +9.49 | +9.08 | |
| Simple Path to Wealth JL Collins |
75 | 25 | 0 | 1.13 | 1.92 | +23.38 | +13.44 | +13.21 | |
| All Country World Stocks |
100 | 0 | 0 | 1.27 | 1.91 | +28.51 | +13.30 | +12.32 | |
| Conservative Income Charles Schwab |
5 | 95 | 0 | 1.42 | 1.91 | +2.52 | +3.07 | +3.06 | |
| Four Funds Bogleheads |
80 | 20 | 0 | 1.52 | 1.89 | +23.20 | +11.94 | +11.38 | |
| Rob Arnott Portfolio Rob Arnott |
30 | 60 | 10 | 1.34 | 1.88 | +12.60 | +6.56 | +6.31 | |
| Stocks/Bonds 80/20 |
80 | 20 | 0 | 1.11 | 1.87 | +25.11 | +14.13 | +13.89 | |
| GAA Global Asset Allocation Meb Faber |
40.5 | 49.5 | 10 | 1.12 | 1.86 | +11.30 | +7.57 | +7.29 | |
| Edge Select Moderately Aggressive Merrill Lynch |
69 | 31 | 0 | 1.12 | 1.86 | +19.16 | +11.34 | +10.70 | |
| Coward's Portfolio Bill Bernstein |
60 | 40 | 0 | 1.08 | 1.81 | +20.67 | +8.63 | +9.03 | |
| Family Taxable Portfolio Ted Aronson |
70 | 30 | 0 | 1.49 | 1.80 | +22.21 | +10.15 | +10.17 | |
| Developed World ex-US 60/40 |
60 | 40 | 0 | 1.31 | 1.79 | +14.78 | +6.80 | +7.04 | |
| Stocks/Bonds 60/40 ESG |
60 | 40 | 0 | 0.80 | 1.76 | +17.11 | +9.61 | +10.56 | |
| Ideal Index Frank Armstrong |
70 | 30 | 0 | 1.19 | 1.75 | +22.70 | +8.35 | +8.65 | |
| Ultimate Buy&Hold FundAdvice |
60 | 40 | 0 | 1.39 | 1.73 | +19.14 | +7.25 | +7.73 | |
| Edge Select Aggressive Merrill Lynch |
84 | 16 | 0 | 1.11 | 1.73 | +23.54 | +12.88 | +12.10 | |
| Margaritaville Scott Burns |
67 | 33 | 0 | 2.00 | 1.73 | +19.89 | +10.21 | +9.39 | |
| US Stocks |
100 | 0 | 0 | 1.07 | 1.71 | +32.16 | +16.88 | +16.60 | |
| Emerging Markets Stocks |
100 | 0 | 0 | 0.47 | 1.68 | +15.96 | +8.29 | +5.81 | |
| Warren Buffett |
90 | 10 | 0 | 0.98 | 1.67 | +27.02 | +15.75 | +15.20 | |
| Andrew Tobias Portfolio Andrew Tobias |
66.7 | 33.3 | 0 | 0.91 | 1.64 | +18.62 | +9.19 | +8.71 | |
| Dimensional 2030 Retirement Income DFA |
55.9 | 44.1 | 0 | 1.78 | 1.63 | +16.76 | +9.60 | +8.92 | |
| Pinwheel |
65 | 25 | 10 | 0.98 | 1.62 | +19.21 | +8.26 | +8.23 | |
| Developed World ex-US 40/60 |
40 | 60 | 0 | 1.06 | 1.58 | +9.25 | +5.49 | +6.12 | |
| Robo Advisor 20 Betterment |
19.9 | 80.1 | 0 | 0.79 | 1.58 | +5.53 | +4.18 | +4.10 | |
| Stocks/Bonds 40/60 Momentum |
40 | 60 | 0 | 0.77 | 1.58 | +6.42 | +8.45 | +8.05 | |
| Big Rocks Portfolio Larry Swedroe |
60 | 40 | 0 | 0.98 | 1.57 | +21.42 | +7.66 | +8.21 | |
| Simple Money Portfolio Tim Maurer |
60 | 40 | 0 | 1.03 | 1.57 | +19.72 | +7.60 | +8.13 | |
| Edge Select Conservative Merrill Lynch |
21 | 79 | 0 | 0.82 | 1.56 | +5.90 | +4.86 | +4.94 | |
| Dimensional Retirement Income Fund DFA |
20.4 | 79.6 | 0 | 2.10 | 1.56 | +8.37 | +5.35 | +4.60 | |
| No Brainer Portfolio Bill Bernstein |
75 | 25 | 0 | 1.03 | 1.53 | +26.19 | +10.55 | +10.50 | |
| Sandwich Portfolio Bob Clyatt |
55 | 45 | 0 | 0.85 | 1.53 | +15.57 | +8.13 | +8.15 | |
| Couch Potato Scott Burns |
50 | 50 | 0 | 2.13 | 1.50 | +18.01 | +10.57 | +9.87 | |
| All Weather Portfolio Ray Dalio |
30 | 55 | 15 | 0.77 | 1.40 | +7.17 | +7.52 | +7.00 | |
| All Weather Portfolio with Bitcoin Ray Dalio |
30 | 55 | 15 | 0.77 | 1.40 | +11.62 | +14.24 | ||
| US Stocks ESG |
100 | 0 | 0 | 0.48 | 1.38 | +30.55 | +13.87 | +15.13 | |
| Developed World ex-US 20/80 |
20 | 80 | 0 | 0.82 | 1.37 | +3.97 | +4.10 | +5.13 | |
| Robo Advisor 10 Betterment |
9.9 | 90.1 | 0 | 0.54 | 1.36 | +2.66 | +2.91 | +2.63 | |
| 7Twelve Portfolio Craig Israelsen |
50 | 33.3 | 16.7 | 0.73 | 1.34 | +24.07 | +7.37 | +6.20 | |
| Larry Portfolio Larry Swedroe |
30 | 70 | 0 | 0.76 | 1.29 | +9.48 | +4.73 | +4.98 | |
| Robust Alpha Architect |
70 | 20 | 10 | 0.90 | 1.27 | +24.39 | +9.70 | +9.41 | |
| Desert Portfolio Gyroscopic Investing |
30 | 60 | 10 | 0.60 | 1.23 | +7.17 | +6.96 | +6.37 | |
| 10-year Treasury |
0 | 100 | 0 | 0.50 | 1.18 | -4.68 | +2.29 | +2.74 | |
| Developed World ex-US Stocks Momentum |
100 | 0 | 0 | 0.83 | 1.17 | +13.39 | +9.82 | ||
| Developed World ex-US 60/40 Momentum |
60 | 40 | 0 | 0.73 | 1.17 | +7.65 | +7.20 | ||
| Developed World ex-US 40/60 Momentum |
40 | 60 | 0 | 0.67 | 1.16 | +4.75 | +5.76 | ||
| Total Bond Developed World ex-US |
0 | 100 | 0 | 0.57 | 1.16 | -1.08 | +2.63 | +4.08 | |
| Robo Advisor 0 Betterment |
0 | 100 | 0 | 0.28 | 1.14 | -0.08 | +1.63 | +1.17 | |
| Stocks/Bonds 60/40 Momentum |
60 | 40 | 0 | 0.52 | 1.10 | +10.03 | +11.15 | +10.56 | |
| Golden Butterfly with Bitcoin |
40 | 40 | 20 | 0.70 | 1.09 | +17.82 | +14.81 | ||
| Golden Butterfly |
40 | 40 | 20 | 0.70 | 1.09 | +12.49 | +8.04 | +7.79 | |
| Paul Boyer Permanent Portfolio Paul Boyer |
25 | 50 | 25 | 0.47 | 1.04 | +2.71 | +5.51 | +4.47 | |
| Short Term Treasury |
0 | 100 | 0 | 0.15 | 0.96 | -0.10 | +1.51 | +1.03 | |
| Permanent Portfolio with Bitcoin Harry Browne |
25 | 50 | 25 | 0.51 | 0.94 | +7.55 | +13.42 | ||
| Permanent Portfolio Harry Browne |
25 | 50 | 25 | 0.51 | 0.94 | +2.74 | +6.72 | +5.73 | |
| Technology |
100 | 0 | 0 | 0.38 | 0.64 | +29.53 | +25.65 | +22.37 | |
| US Stocks Momentum |
100 | 0 | 0 | 0.00 | 0.15 | +17.02 | +16.42 | +15.49 | |
| Gold |
0 | 0 | 100 | 0.00 | 0.00 | -7.28 | +5.50 | +0.38 | |
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.
