Last Update - May 2020
In the last 6 months, the Lazy Portfolio with the best perfomance is Gold Portfolio, with a +18.17% 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 | |
|---|---|---|---|---|
| GLD | SPDR Gold Trust | Commodities | +18.17% | |
| TLT | iShares 20+ Year Treasury Bond | Fixed Income | +17.58% | |
| QQQ | Invesco QQQ Trust | Stocks | +14.27% | |
| GLTR | Aberdeen Standard Physical Precious Metals Basket Shares | Commodities | +12.03% | |
| IEF | iShares 7-10 Year Treasury Bond | Fixed Income | +10.13% |
Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.
Returns - May 2020 |
|||||
|---|---|---|---|---|---|
| Portfolio | 1M | 3M | 6M ▾ | 1Y | |
| Gold |
+2.59% | +9.79% | +18.17% | +32.09% | |
| Technology |
+6.60% | +13.63% | +14.27% | +35.30% | |
| 10-year Treasury |
+0.33% | +4.35% | +10.13% | +13.97% | |
| Permanent Portfolio Harry Browne |
+1.30% | +4.72% | +8.51% | +18.18% | |
| Permanent Portfolio Paul Boyer |
+0.84% | +2.78% | +6.55% | +14.50% | |
| All Weather Portfolio Ray Dalio |
+1.40% | +2.88% | +6.35% | +15.79% | |
| Desert Portfolio Gyroscopic Investing |
+1.91% | +3.57% | +5.08% | +12.46% | |
| Robo Advisor 0 Betterment |
+0.05% | +1.51% | +3.25% | +4.73% | |
| Short Term Treasury |
-0.08% | +1.44% | +3.08% | +4.44% | |
| Conservative Income Charles Schwab |
+0.67% | +0.47% | +2.50% | +5.88% | |
| Golden Butterfly |
+1.46% | +1.92% | +2.46% | +12.77% | |
| Stocks/Bonds 40/60 |
+2.38% | +2.22% | +2.38% | +10.94% | |
| Robo Advisor 10 Betterment |
+0.63% | +0.81% | +1.92% | +4.76% | |
| Dimensional Retirement Income Fund DFA |
+1.31% | +0.83% | +1.53% | +5.69% | |
| Couch Potato Scott Burns |
+2.84% | +2.24% | +1.37% | +10.26% | |
| Edge Select Moderately Conservative Merrill Lynch |
+2.38% | +1.12% | +1.21% | +8.73% | |
| Edge Select Conservative Merrill Lynch |
+1.32% | +0.51% | +0.90% | +6.09% | |
| Lifepath Fund iShares |
+2.18% | +1.01% | +0.89% | +8.41% | |
| Stocks/Bonds 60/40 |
+3.32% | +2.36% | +0.66% | +11.24% | |
| Robo Advisor 20 Betterment |
+1.24% | +0.05% | +0.49% | +4.63% | |
| Edge Select Moderate Merrill Lynch |
+3.06% | +0.97% | -0.17% | +8.66% | |
| Simple Path to Wealth JL Collins |
+4.07% | +2.47% | -0.68% | +11.34% | |
| Dimensional 2030 Retirement Income DFA |
+2.91% | +0.82% | -0.76% | +7.47% | |
| Larry Portfolio Larry Swedroe |
+1.06% | -0.59% | -0.77% | +3.98% | |
| Warren Buffett |
+4.57% | +3.60% | -1.05% | +12.71% | |
| Rob Arnott Portfolio Rob Arnott |
+2.07% | -1.41% | -1.11% | +5.62% | |
| High Yield Bonds Income |
+3.47% | -3.39% | -1.24% | +5.09% | |
| Edge Select Moderately Aggressive Merrill Lynch |
+3.72% | +0.92% | -1.48% | +8.55% | |
| Dynamic 40/60 Income |
+3.18% | -1.27% | -1.68% | +4.31% | |
| Sandwich Portfolio Bob Clyatt |
+2.59% | -0.02% | -1.87% | +5.49% | |
| Yale Endowment David Swensen |
+2.46% | -0.88% | -2.37% | +6.94% | |
| Margaritaville Scott Burns |
+3.41% | -0.06% | -2.63% | +6.05% | |
| US Stocks |
+5.40% | +2.65% | -2.97% | +11.28% | |
| Edge Select Aggressive Merrill Lynch |
+4.28% | +0.57% | -3.14% | +7.79% | |
| Three Funds Bogleheads |
+4.10% | +0.26% | -3.46% | +7.08% | |
| Four Funds Bogleheads |
+4.10% | +0.25% | -3.50% | +6.91% | |
| Andrew Tobias Portfolio Andrew Tobias |
+3.35% | +0.06% | -3.64% | +4.85% | |
| Robo Advisor 50 Betterment |
+2.93% | -1.85% | -3.68% | +3.71% | |
| Core Four Rick Ferri |
+3.87% | -0.35% | -4.01% | +6.36% | |
| Talmud Portfolio Roger Gibson |
+2.51% | -1.92% | -4.12% | +4.79% | |
| Lazy Portfolio David Swensen |
+2.83% | -1.60% | -4.12% | +4.18% | |
| Dynamic 60/40 Income |
+2.32% | -2.20% | -4.19% | +2.57% | |
| Family Taxable Portfolio Ted Aronson |
+3.16% | -1.00% | -4.22% | +4.92% | |
| Second Grader's Starter Paul Farrell |
+4.64% | +0.31% | -4.39% | +7.07% | |
| Pinwheel |
+2.61% | -2.06% | -4.95% | +3.32% | |
| Late Sixties and Beyond Burton Malkiel |
+3.53% | -2.16% | -5.20% | +3.71% | |
| Gone Fishin' Portfolio Alexander Green |
+3.61% | -2.31% | -5.45% | +3.13% | |
| Coward's Portfolio Bill Bernstein |
+2.49% | -1.93% | -5.55% | +2.87% | |
| Mid-Fifties Burton Malkiel |
+3.93% | -2.16% | -5.85% | +3.57% | |
| Coffee House Bill Schultheis |
+2.24% | -2.57% | -5.88% | +2.64% | |
| Simple Money Portfolio Tim Maurer |
+2.81% | -2.03% | -5.89% | +1.64% | |
| Late Thirties to Early Forties Burton Malkiel |
+4.06% | -1.94% | -6.07% | +3.58% | |
| Mid-Twenties Burton Malkiel |
+4.11% | -2.05% | -6.34% | +3.30% | |
| Ultimate Buy&Hold FundAdvice |
+2.35% | -3.00% | -6.44% | +0.37% | |
| World Developed Stocks |
+5.21% | -1.02% | -6.48% | +5.01% | |
| No Brainer Portfolio Bill Bernstein |
+3.35% | -1.93% | -6.75% | +2.27% | |
| Big Rocks Portfolio Larry Swedroe |
+2.11% | -3.02% | -7.23% | 0.00% | |
| Robo Advisor 80 Betterment |
+3.85% | -2.52% | -7.31% | +2.10% | |
| Robust Alpha Architect |
+5.50% | -2.68% | -7.50% | +0.37% | |
| Ideal Index Frank Armstrong |
+2.56% | -3.37% | -7.81% | -0.16% | |
| Robo Advisor 90 Betterment |
+4.20% | -2.79% | -8.62% | +1.42% | |
| 7Twelve Portfolio Craig Israelsen |
+3.91% | -5.21% | -9.11% | -3.33% | |
| Five Asset Roger Gibson |
+3.81% | -4.83% | -9.17% | -2.21% | |
| Emerging Markets |
+2.97% | -6.89% | -9.43% | -4.64% | |
| Robo Advisor 100 Betterment |
+4.54% | -3.10% | -10.08% | +0.57% | |
| Ivy Portfolio Mebane Faber |
+4.63% | -6.92% | -11.55% | -4.73% | |
| European Stocks |
+5.84% | -6.10% | -12.46% | -3.79% | |
| Ultimate Buy and Hold Strategy Paul Merriman |
+4.32% | -6.21% | -13.74% | -4.15% | |
| Aggressive Global Income |
+2.31% | -7.14% | -14.02% | -5.77% | |