Last Update - Nov 2019
In the last 6 months, the Lazy Portfolio with the best perfomance is US Stocks Portfolio, with a +14.69% 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 | |
|---|---|---|---|---|
| VUG | Vanguard Growth | Stocks | +16.21% | |
| SPY | SPDR S&P 500 | Stocks | +15.27% | |
| DFUSX | DFA US Large Company I | Stocks | +15.23% | |
| VV | Vanguard Large-Cap | Stocks | +15.19% | |
| DFEOX | DFA US Core Equity 1 | Stocks | +14.90% |
Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.
Returns - Nov 2019 |
|||||
|---|---|---|---|---|---|
| Portfolio | 1M | 3M | 6M ▾ | 1Y | |
| US Stocks |
+3.79% | +7.86% | +14.69% | +15.46% | |
| Warren Buffett |
+3.38% | +7.27% | +13.90% | +15.32% | |
| World Developed Stocks |
+2.56% | +7.83% | +12.28% | +13.73% | |
| Simple Path to Wealth JL Collins |
+2.91% | +5.93% | +12.10% | +14.55% | |
| Second Grader's Starter Paul Farrell |
+2.64% | +6.97% | +11.98% | +13.78% | |
| Gold |
-3.21% | -4.10% | +11.78% | +19.32% | |
| Edge Select Aggressive Merrill Lynch |
+2.30% | +6.39% | +11.28% | +13.33% | |
| Ultimate Buy and Hold Strategy Paul Merriman |
+1.94% | +8.13% | +11.12% | +10.06% | |
| Robo Advisor 90 Betterment |
+2.13% | +7.03% | +10.98% | +11.34% | |
| Three Funds Bogleheads |
+2.27% | +6.18% | +10.92% | +13.42% | |
| Four Funds Bogleheads |
+2.30% | +6.13% | +10.79% | +13.17% | |
| Core Four Rick Ferri |
+2.00% | +5.68% | +10.79% | +13.87% | |
| Stocks/Bonds 60/40 |
+2.36% | +4.74% | +10.51% | +13.94% | |
| Edge Select Moderately Aggressive Merrill Lynch |
+1.97% | +5.30% | +10.18% | +13.32% | |
| Robo Advisor 80 Betterment |
+1.84% | +6.12% | +10.15% | +11.37% | |
| Golden Butterfly |
+0.61% | +1.93% | +10.06% | +13.90% | |
| European Stocks |
+1.29% | +7.87% | +9.90% | +13.69% | |
| No Brainer Portfolio Bill Bernstein |
+2.01% | +6.17% | +9.67% | +9.28% | |
| Yale Endowment David Swensen |
+1.05% | +3.35% | +9.54% | +15.28% | |
| Family Taxable Portfolio Ted Aronson |
+1.65% | +5.07% | +9.54% | +10.88% | |
| Talmud Portfolio Roger Gibson |
+0.80% | +3.15% | +9.28% | +14.99% | |
| Coffee House Bill Schultheis |
+1.27% | +4.43% | +9.06% | +11.30% | |
| Coward's Portfolio Bill Bernstein |
+1.48% | +4.93% | +8.92% | +10.32% | |
| Margaritaville Scott Burns |
+1.80% | +4.94% | +8.92% | +11.97% | |
| Permanent Portfolio Harry Browne |
+0.11% | -0.06% | +8.91% | +15.35% | |
| All Weather Portfolio Ray Dalio |
+0.76% | +0.41% | +8.88% | +17.14% | |
| Edge Select Moderate Merrill Lynch |
+1.55% | +4.10% | +8.85% | +12.87% | |
| Couch Potato Scott Burns |
+2.15% | +3.68% | +8.77% | +12.29% | |
| Pinwheel |
+0.45% | +3.77% | +8.70% | +11.54% | |
| Lazy Portfolio David Swensen |
+1.04% | +3.93% | +8.65% | +12.87% | |
| Robust Alpha Architect |
+1.79% | +3.84% | +8.51% | +11.77% | |
| Stocks/Bonds 40/60 |
+1.60% | +3.11% | +8.35% | +13.05% | |
| Ideal Index Frank Armstrong |
+1.24% | +5.28% | +8.30% | +9.16% | |
| Dimensional 2030 Retirement Income DFA |
+1.66% | +4.06% | +8.29% | +11.63% | |
| Simple Money Portfolio Tim Maurer |
+1.33% | +5.34% | +8.00% | +8.99% | |
| Ivy Portfolio Mebane Faber |
+0.78% | +3.91% | +7.70% | +11.37% | |
| Five Asset Roger Gibson |
+0.66% | +3.94% | +7.66% | +11.46% | |
| Sandwich Portfolio Bob Clyatt |
+1.14% | +3.99% | +7.50% | +10.38% | |
| Lifepath Fund iShares |
+1.16% | +3.01% | +7.46% | +12.00% | |
| Edge Select Moderately Conservative Merrill Lynch |
+1.11% | +2.81% | +7.43% | +12.30% | |
| Ultimate Buy&Hold FundAdvice |
+1.10% | +4.88% | +7.29% | +8.82% | |
| Desert Portfolio Gyroscopic Investing |
+0.69% | +1.69% | +7.02% | +11.52% | |
| Rob Arnott Portfolio Rob Arnott |
+0.33% | +1.26% | +6.81% | +13.77% | |
| 7Twelve Portfolio Craig Israelsen |
+0.84% | +3.62% | +6.36% | +8.58% | |
| Emerging Markets |
-0.09% | +5.85% | +5.29% | +5.90% | |
| Edge Select Conservative Merrill Lynch |
+0.63% | +1.68% | +5.14% | +9.07% | |
| Larry Portfolio Larry Swedroe |
+0.38% | +2.46% | +4.78% | +7.73% | |
| Dimensional Retirement Income Fund DFA |
+0.69% | +1.31% | +4.10% | +7.82% | |
| 10-year Treasury |
-0.69% | -1.68% | +3.48% | +12.10% | |
| Conservative Income Charles Schwab |
0.00% | -0.07% | +3.30% | +8.54% | |
| Robo Advisor 0 Betterment |
-0.05% | +0.12% | +1.44% | +4.37% | |
| Short Term Treasury |
-0.05% | +0.13% | +1.31% | +4.00% | |