Last Update - Jul 2020

In the last 6 months, the Lazy Portfolio with the best perfomance is Gold Portfolio, with a +24.17% 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 +24.17%
QQQ Invesco QQQ Trust Stocks +21.79%
GLTR Aberdeen Standard Physical Precious Metals Basket Shares Commodities +19.89%
TLT iShares 20+ Year Treasury Bond Fixed Income +18.18%
VUG Vanguard Growth Stocks +16.23%

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

Portfolio Risk:
Returns - Jul 2020
Portfolio 1M 3M 6M  ▾ 1Y
Gold
+10.79% +16.77% +24.17% +39.20%
Technology
+7.35% +21.62% +21.79% +40.20%
Permanent Portfolio
Harry Browne
+5.41% +8.19% +11.47% +20.70%
Permanent Portfolio
Paul Boyer
+5.52% +8.37% +10.73% +18.45%
All Weather Portfolio
Ray Dalio
+4.67% +7.46% +9.21% +17.90%
10-year Treasury
+0.85% +1.23% +8.40% +13.57%
Golden Butterfly
+4.99% +8.27% +6.58% +14.10%
Desert Portfolio
Gyroscopic Investing
+3.03% +6.04% +6.38% +12.63%
Stocks/Bonds 40/60
+3.07% +6.87% +4.41% +10.95%
Couch Potato
Scott Burns
+3.95% +8.62% +4.22% +10.99%
Stocks/Bonds 60/40
+3.93% +9.10% +3.66% +11.01%
Edge Select Moderately Conservative
Merrill Lynch
+2.97% +7.07% +3.63% +9.35%
Edge Select Moderate
Merrill Lynch
+3.71% +9.15% +3.41% +9.85%
Emerging Markets
+8.25% +18.84% +3.40% +6.45%
Lifepath Fund
iShares
+2.90% +6.77% +3.30% +9.25%
Edge Select Moderately Aggressive
Merrill Lynch
+4.44% +11.14% +3.17% +10.21%
Warren Buffett
+5.36% +12.24% +3.16% +12.16%
Simple Path to Wealth
JL Collins
+4.59% +10.86% +3.10% +10.99%
Conservative Income
Charles Schwab
+1.56% +2.81% +3.07% +6.63%
Dimensional Retirement Income Fund
DFA
+2.03% +4.47% +2.81% +6.60%
Robo Advisor 0
Betterment
+0.15% +0.28% +2.65% +4.48%
Dimensional 2030 Retirement Income
DFA
+3.71% +8.82% +2.65% +8.83%
Edge Select Aggressive
Merrill Lynch
+5.03% +12.91% +2.54% +9.87%
Short Term Treasury
+0.09% +0.04% +2.45% +4.14%
High Yield Bonds Income
+4.97% +10.04% +2.16% +7.49%
US Stocks
+5.74% +14.00% +2.15% +10.85%
Robo Advisor 10
Betterment
+0.78% +1.90% +2.11% +4.68%
Rob Arnott Portfolio
Rob Arnott
+3.30% +7.38% +2.07% +7.48%
Edge Select Conservative
Merrill Lynch
+1.73% +3.85% +1.97% +5.83%
Margaritaville
Scott Burns
+3.96% +10.12% +1.61% +7.92%
Robo Advisor 20
Betterment
+1.42% +3.60% +1.50% +4.74%
Yale Endowment
David Swensen
+4.27% +9.06% +1.42% +9.11%
Four Funds
Bogleheads
+4.39% +11.42% +1.20% +8.16%
Three Funds
Bogleheads
+4.29% +11.28% +1.16% +8.15%
Family Taxable Portfolio
Ted Aronson
+4.14% +10.00% +0.80% +6.57%
Second Grader's Starter
Paul Farrell
+4.75% +12.55% +0.77% +8.09%
Sandwich Portfolio
Bob Clyatt
+2.73% +7.04% +0.77% +6.17%
Larry Portfolio
Larry Swedroe
+1.27% +3.39% +0.62% +4.10%
Core Four
Rick Ferri
+4.24% +10.86% +0.37% +7.42%
Dynamic 40/60 Income
+3.88% +7.97% +0.31% +4.94%
Robo Advisor 50
Betterment
+3.17% +8.35% -0.28% +4.51%
Gone Fishin' Portfolio
Alexander Green
+4.62% +10.99% -0.29% +5.33%
World Developed Stocks
+5.29% +14.18% -0.34% +7.14%
Lazy Portfolio
David Swensen
+3.77% +9.05% -0.37% +5.91%
Pinwheel
+4.02% +9.30% -0.37% +5.25%
Andrew Tobias Portfolio
Andrew Tobias
+2.55% +7.93% -0.65% +4.90%
Late Thirties to Early Forties
Burton Malkiel
+4.72% +12.04% -0.79% +5.55%
Mid-Twenties
Burton Malkiel
+4.78% +12.29% -0.82% +5.50%
Mid-Fifties
Burton Malkiel
+4.56% +11.54% -0.98% +5.36%
Late Sixties and Beyond
Burton Malkiel
+4.14% +10.25% -1.17% +4.97%
Talmud Portfolio
Roger Gibson
+3.54% +7.97% -1.27% +5.66%
Dynamic 60/40 Income
+3.84% +6.88% -2.00% +3.21%
Coward's Portfolio
Bill Bernstein
+2.86% +7.20% -2.07% +2.75%
No Brainer Portfolio
Bill Bernstein
+3.48% +9.48% -2.14% +2.71%
Robo Advisor 80
Betterment
+4.12% +10.92% -2.22% +3.22%
Coffee House
Bill Schultheis
+2.90% +6.93% -2.51% +2.50%
Robo Advisor 90
Betterment
+4.44% +11.85% -2.95% +2.63%
Robust
Alpha Architect
+4.30% +11.69% -3.02% +1.21%
Ultimate Buy&Hold
FundAdvice
+2.28% +6.36% -3.59% +1.05%
Simple Money Portfolio
Tim Maurer
+1.68% +5.90% -3.59% +0.98%
Five Asset
Roger Gibson
+3.85% +10.71% -3.91% +0.16%
Robo Advisor 100
Betterment
+4.58% +12.59% -3.92% +1.66%
Ideal Index
Frank Armstrong
+2.73% +7.49% -3.97% +0.33%
Big Rocks Portfolio
Larry Swedroe
+2.13% +5.72% -4.33% -0.43%
7Twelve Portfolio
Craig Israelsen
+3.08% +9.58% -4.50% -1.92%
Ivy Portfolio
Mebane Faber
+3.64% +11.47% -6.27% -2.63%
European Stocks
+3.66% +14.01% -6.90% +0.05%
Ultimate Buy and Hold Strategy
Paul Merriman
+3.92% +11.33% -8.15% -2.87%
Aggressive Global Income
+2.98% +6.52% -10.50% -6.59%
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