Last Update - Sep 2021

In the last 6 months, the Lazy Portfolio with the best perfomance is Technology Portfolio, with a +12.42% 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
DBC Invesco DB Commodity Tracking Commodities +21.49%
GSG iShares S&P GSCI Commodity Indexed Trust Commodities +20.69%
VUG Vanguard Growth Stocks +13.16%
QQQ Invesco QQQ Trust Stocks +12.42%
VNQ Vanguard Real Estate Stocks +12.29%

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

Risk Filter:
Returns - Sep 2021
Portfolio 1M 3M 6M  ▾ 1Y
Technology
-5.68% +1.11% +12.42% +29.53%
Five Asset
Roger Gibson
-1.80% +0.60% +9.36% +28.11%
Ivy Portfolio
Mebane Faber
-1.65% +0.58% +9.30% +28.25%
US Stocks ESG
-5.21% +0.10% +8.81% +30.55%
Warren Buffett
-4.32% +0.36% +8.24% +27.02%
US Stocks
-4.46% -0.03% +8.10% +32.16%
Talmud Portfolio
Roger Gibson
-3.93% +0.20% +7.64% +20.99%
All Weather Portfolio
Ray Dalio
-2.36% +0.50% +7.44% +7.17%
Yale Endowment
David Swensen
-3.85% -0.26% +7.16% +19.39%
Stocks/Bonds 80/20
-3.88% -0.03% +6.96% +25.11%
Rob Arnott Portfolio
Rob Arnott
-1.71% +0.48% +6.72% +12.60%
Simple Path to Wealth
JL Collins
-3.72% -0.03% +6.66% +23.38%
Couch Potato
Scott Burns
-2.76% +0.78% +6.60% +18.01%
7Twelve Portfolio
Craig Israelsen
-1.15% -0.05% +6.33% +24.07%
All Weather Portfolio with Bitcoin
Ray Dalio
-2.63% +0.70% +6.05% +11.62%
Stocks/Bonds 60/40 ESG
-3.74% -0.04% +5.94% +17.11%
Robust
Alpha Architect
-2.43% 0.00% +5.91% +24.39%
European Stocks
-5.38% -1.88% +5.90% +29.41%
Lazy Portfolio
David Swensen
-3.57% -0.56% +5.88% +20.75%
Core Four
Rick Ferri
-3.72% -0.74% +5.80% +23.25%
Stocks/Bonds 60/40
-3.24% -0.03% +5.76% +18.27%
Second Grader's Starter
Paul Farrell
-3.84% -0.98% +5.67% +26.08%
GAA Global Asset Allocation
Meb Faber
-2.47% -0.27% +5.63% +11.30%
All Country World Stocks
-4.10% -1.32% +5.60% +28.51%
Dynamic 60/40 Income
-2.58% +0.17% +5.39% +16.87%
Four Funds
Bogleheads
-3.50% -0.83% +5.36% +23.20%
US Stocks Momentum
-5.09% -0.18% +5.09% +17.02%
Three Funds
Bogleheads
-3.53% -1.00% +5.07% +22.57%
Margaritaville
Scott Burns
-2.96% -0.57% +5.04% +19.89%
Late Sixties and Beyond
Burton Malkiel
-3.79% -1.06% +4.96% +19.24%
Dimensional 2030 Retirement Income
DFA
-2.79% -0.22% +4.93% +16.76%
Mid-Fifties
Burton Malkiel
-3.95% -1.41% +4.86% +21.57%
All Country World 80/20
-3.60% -1.13% +4.83% +22.34%
Edge Select Aggressive
Merrill Lynch
-3.70% -1.45% +4.75% +23.54%
Late Thirties to Early Forties
Burton Malkiel
-3.97% -1.59% +4.67% +22.84%
Mid-Twenties
Burton Malkiel
-3.98% -1.68% +4.63% +23.51%
Stocks/Bonds 60/40 with Bitcoin
-3.40% +0.20% +4.62% +23.25%
Permanent Portfolio
Harry Browne
-2.73% -0.13% +4.54% +2.74%
Stocks/Bonds 40/60
-2.56% -0.04% +4.52% +11.63%
Stocks/Bonds 40/60 ESG
-2.92% -0.11% +4.43% +10.60%
Edge Select Moderately Aggressive
Merrill Lynch
-3.28% -1.14% +4.40% +19.16%
Andrew Tobias Portfolio
Andrew Tobias
-2.75% -0.37% +4.19% +18.62%
Developed World ex-US Stocks
-3.38% -1.62% +4.04% +26.63%
All Country World 60/40
-3.08% -0.92% +4.02% +16.36%
Robo Advisor 100
Betterment
-3.75% -1.92% +3.95% +30.37%
Lifepath Fund
iShares
-2.34% -0.39% +3.85% +11.47%
Stocks/Bonds 60/40 Momentum
-3.54% -0.13% +3.81% +10.03%
Dimensional Retirement Income Fund
DFA
-1.33% +0.78% +3.79% +8.37%
Edge Select Moderate
Merrill Lynch
-2.75% -0.92% +3.74% +14.85%
Coffee House
Bill Schultheis
-2.68% -1.13% +3.70% +21.72%
Ultimate Buy and Hold Strategy
Paul Merriman
-3.53% -1.83% +3.68% +34.23%
Pinwheel
-3.10% -1.48% +3.67% +19.21%
Robo Advisor 90
Betterment
-3.56% -1.92% +3.66% +27.30%
Golden Butterfly
-2.45% -1.08% +3.59% +12.49%
Dynamic 40/60 Income
-1.83% -0.20% +3.45% +10.93%
Robo Advisor 80
Betterment
-3.34% -1.76% +3.42% +23.92%
Permanent Portfolio with Bitcoin
Harry Browne
-2.89% +0.14% +3.38% +7.55%
Stocks/Bonds 40/60 with Bitcoin
-2.72% +0.20% +3.37% +16.46%
High Yield Bonds Income
-1.38% -0.23% +3.34% +5.86%
Family Taxable Portfolio
Ted Aronson
-2.70% -1.42% +3.34% +22.21%
Developed World ex-US 80/20
-2.96% -1.33% +3.30% +20.57%
Stocks/Bonds 20/80
-1.82% -0.04% +3.23% +5.19%
All Country World 40/60
-2.52% -0.70% +3.19% +10.57%
Desert Portfolio
Gyroscopic Investing
-2.29% -0.14% +3.18% +7.17%
Stocks/Bonds 40/60 Momentum
-2.72% -0.10% +3.17% +6.42%
Sandwich Portfolio
Bob Clyatt
-2.74% -0.87% +3.12% +15.57%
Edge Select Moderately Conservative
Merrill Lynch
-2.24% -0.59% +3.09% +10.18%
No Brainer Portfolio
Bill Bernstein
-2.73% -1.49% +3.05% +26.19%
Coward's Portfolio
Bill Bernstein
-2.51% -1.26% +3.01% +20.67%
Ultimate Buy&Hold
FundAdvice
-2.44% -1.08% +2.80% +19.14%
Robo Advisor 50
Betterment
-2.64% -1.18% +2.78% +14.35%
Gone Fishin' Portfolio
Alexander Green
-2.98% -1.89% +2.78% +21.43%
Ideal Index
Frank Armstrong
-2.66% -1.55% +2.72% +22.70%
Gold
-3.22% -0.85% +2.66% -7.28%
Developed World ex-US 60/40
-2.53% -1.03% +2.54% +14.78%
Golden Butterfly with Bitcoin
-2.61% -0.83% +2.51% +17.82%
Conservative Income
Charles Schwab
-0.97% +0.35% +2.47% +2.52%
10-year Treasury
-1.60% -0.03% +2.43% -4.68%
Big Rocks Portfolio
Larry Swedroe
-2.22% -1.16% +2.41% +21.42%
All Country World 20/80
-1.92% -0.46% +2.33% +4.97%
Simple Money Portfolio
Tim Maurer
-2.28% -0.91% +2.28% +19.72%
Aggressive Global Income
-3.13% -1.46% +2.19% +25.20%
Developed World ex-US Stocks Momentum
-3.69% -1.55% +2.07% +13.39%
Total Bond US
-1.01% -0.05% +1.88% -1.04%
Paul Boyer Permanent Portfolio
Paul Boyer
-2.33% -1.72% +1.77% +2.71%
Developed World ex-US 40/60
-2.07% -0.71% +1.77% +9.25%
Edge Select Conservative
Merrill Lynch
-1.41% -0.39% +1.68% +5.90%
All Country World Bonds
-1.28% -0.22% +1.43% -0.45%
Developed World ex-US 60/40 Momentum
-2.69% -0.96% +1.31% +7.65%
Robo Advisor 20
Betterment
-1.26% -0.49% +1.25% +5.53%
Developed World ex-US 20/80
-1.59% -0.38% +0.97% +3.97%
Developed World ex-US 40/60 Momentum
-2.17% -0.66% +0.93% +4.75%
Robo Advisor 10
Betterment
-0.70% -0.24% +0.64% +2.66%
Larry Portfolio
Larry Swedroe
-1.39% -1.48% +0.50% +9.48%
Total Bond Developed World ex-US
-1.08% -0.03% +0.15% -1.08%
Robo Advisor 0
Betterment
-0.14% +0.03% +0.04% -0.08%
Short Term Treasury
-0.10% +0.03% -0.02% -0.10%
Emerging Markets Stocks
-3.87% -8.65% -5.14% +15.96%
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