Last Update - Dec 2020

In the last 6 months, the Lazy Portfolio with the best perfomance is Emerging Markets Portfolio, with a +30.55% return.

Lazy Portfolios are built for a long term investment: short-term performances are influenced by potential yield peaks of specific asset classes.

The best Lazy Portfolios of the last 6 months probably contain the following ETFs, with the highest short-time performance.

Ticker ETF Name Type 6M Return
IJS iShares S&P Small-Cap 600 Value Stocks +35.75%
IJR iShares Core S&P Small-Cap Stocks +35.53%
IJT iShares S&P Small-Cap 600 Growth Stocks +35.11%
DFCEX DFA Emerging Markets Core Equity I Stocks +31.52%
EEM iShares MSCI Emerging Markets Stocks +30.55%

Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.

Portfolio Risk:
Returns - Dec 2020
Portfolio 1M 3M 6M  ▾ 1Y
Emerging Markets
+7.14% +18.41% +30.55% +17.03%
Technology
+4.90% +13.13% +26.94% +48.40%
US Stocks
+4.68% +14.75% +25.36% +21.03%
Ultimate Buy and Hold Strategy
Paul Merriman
+5.61% +17.99% +25.17% +7.09%
Robo Advisor 100
Betterment
+5.07% +16.83% +25.16% +11.97%
World Developed Stocks
+4.94% +15.50% +25.15% +16.61%
Robo Advisor 90
Betterment
+4.80% +15.40% +23.28% +11.97%
Second Grader's Starter
Paul Farrell
+4.53% +13.81% +22.39% +16.72%
European Stocks
+5.69% +16.35% +21.90% +6.11%
Edge Select Aggressive
Merrill Lynch
+4.25% +12.88% +21.51% +17.62%
Warren Buffett
+3.73% +11.55% +21.38% +19.19%
Mid-Twenties
Burton Malkiel
+4.34% +13.16% +20.87% +12.95%
Robo Advisor 80
Betterment
+4.36% +13.80% +20.79% +11.38%
Late Thirties to Early Forties
Burton Malkiel
+4.17% +12.75% +20.34% +12.75%
World Developed 80/20
+4.07% +12.56% +20.19% +14.22%
Stocks/Bonds 80/20
+3.82% +11.93% +20.14% +18.36%
Four Funds
Bogleheads
+4.18% +12.42% +20.12% +15.71%
No Brainer Portfolio
Bill Bernstein
+4.51% +14.35% +19.99% +11.61%
Three Funds
Bogleheads
+4.09% +12.36% +19.75% +15.39%
Family Taxable Portfolio
Ted Aronson
+4.55% +13.44% +19.60% +14.59%
Gone Fishin' Portfolio
Alexander Green
+4.83% +13.07% +19.34% +12.37%
Robust
Alpha Architect
+3.97% +12.28% +19.20% +9.55%
Mid-Fifties
Burton Malkiel
+3.83% +11.89% +18.87% +11.71%
Simple Path to Wealth
JL Collins
+3.61% +11.23% +18.87% +17.70%
Core Four
Rick Ferri
+3.90% +11.86% +18.73% +13.93%
Edge Select Moderately Aggressive
Merrill Lynch
+3.53% +10.72% +17.86% +16.02%
Margaritaville
Scott Burns
+3.83% +10.74% +17.57% +14.40%
Aggressive Global Income
+3.77% +13.11% +16.47% -1.13%
Ideal Index
Frank Armstrong
+3.85% +12.25% +16.39% +6.95%
Late Sixties and Beyond
Burton Malkiel
+3.22% +10.26% +16.25% +10.03%
Five Asset
Roger Gibson
+3.73% +10.65% +15.85% +5.29%
Ivy Portfolio
Mebane Faber
+3.71% +10.86% +15.57% +2.25%
World Developed 60/40
+3.18% +9.65% +15.42% +11.83%
Lazy Portfolio
David Swensen
+3.38% +9.73% +15.15% +10.56%
Stocks/Bonds 60/40
+2.94% +9.13% +15.13% +15.70%
Andrew Tobias Portfolio
Andrew Tobias
+3.30% +10.02% +15.00% +10.55%
Dimensional 2030 Retirement Income
DFA
+3.20% +8.76% +14.96% +13.87%
Coward's Portfolio
Bill Bernstein
+3.25% +10.90% +14.91% +8.12%
Pinwheel
+4.09% +10.26% +14.80% +9.12%
7Twelve Portfolio
Craig Israelsen
+3.49% +10.47% +14.47% +3.64%
Couch Potato
Scott Burns
+2.93% +8.08% +14.45% +15.93%
Simple Money Portfolio
Tim Maurer
+3.45% +10.89% +14.34% +6.87%
Big Rocks Portfolio
Larry Swedroe
+3.33% +10.91% +14.21% +5.25%
Coffee House
Bill Schultheis
+3.17% +10.94% +14.18% +7.45%
Edge Select Moderate
Merrill Lynch
+2.83% +8.68% +14.12% +13.88%
Yale Endowment
David Swensen
+3.09% +8.99% +14.10% +12.03%
Ultimate Buy&Hold
FundAdvice
+3.44% +10.13% +13.91% +5.84%
Robo Advisor 50
Betterment
+2.96% +9.14% +13.59% +9.26%
Sandwich Portfolio
Bob Clyatt
+3.14% +8.67% +13.19% +10.59%
Talmud Portfolio
Roger Gibson
+2.56% +8.18% +12.10% +8.02%
Dynamic 60/40 Income
+2.46% +7.39% +11.97% +6.26%
Dynamic 40/60 Income
+2.35% +6.79% +11.51% +8.28%
World Developed 40/60
+2.26% +6.77% +10.83% +9.43%
Golden Butterfly
+3.51% +7.18% +10.81% +13.93%
Lifepath Fund
iShares
+2.23% +6.62% +10.35% +11.47%
Stocks/Bonds 40/60
+2.04% +6.34% +10.31% +13.04%
Edge Select Moderately Conservative
Merrill Lynch
+2.05% +6.32% +10.31% +11.65%
High Yield Bonds Income
+1.50% +5.78% +8.88% +7.08%
Rob Arnott Portfolio
Rob Arnott
+1.78% +5.43% +8.42% +7.98%
Desert Portfolio
Gyroscopic Investing
+2.27% +4.28% +7.74% +12.96%
Larry Portfolio
Larry Swedroe
+2.12% +5.94% +7.63% +6.44%
Paul Boyer Permanent Portfolio
Paul Boyer
+3.34% +4.45% +7.56% +15.04%
Dimensional Retirement Income Fund
DFA
+1.69% +3.82% +7.04% +8.69%
All Weather Portfolio
Ray Dalio
+1.76% +3.60% +6.84% +14.68%
Gold
+7.01% +0.70% +6.57% +24.81%
Permanent Portfolio
Harry Browne
+2.68% +2.83% +6.53% +16.10%
World Developed 20/80
+1.32% +3.92% +6.41% +7.04%
Edge Select Conservative
Merrill Lynch
+1.22% +3.89% +5.93% +6.74%
Stocks/Bonds 20/80
+1.11% +3.56% +5.67% +10.38%
Robo Advisor 20
Betterment
+1.30% +3.77% +5.56% +5.91%
Robo Advisor 10
Betterment
+0.70% +1.90% +2.84% +4.67%
Conservative Income
Charles Schwab
+0.54% +1.47% +2.54% +5.45%
Total Bond World Developed
+0.36% +1.09% +2.15% +4.65%
Total Bond US
+0.15% +0.80% +1.21% +7.71%
Robo Advisor 0
Betterment
+0.08% +0.08% +0.20% +3.37%
Short Term Treasury
+0.04% +0.02% +0.09% +3.03%
10-year Treasury
-0.24% -1.28% -1.08% +10.01%
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