Last Update - Jun 2021
In the last 6 months, the Lazy Portfolio with the best perfomance is Paul Merriman Ultimate Buy and Hold Strategy Portfolio, with a +15.76% 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 | +30.95% | |
| GSG | iShares S&P GSCI Commodity Indexed Trust | Commodities | +30.49% | |
| IJS | iShares S&P Small-Cap 600 Value | Stocks | +30.41% | |
| IJR | iShares Core S&P Small-Cap | Stocks | +23.52% | |
| VNQ | Vanguard Real Estate | Stocks | +21.41% |
Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.
Returns - Jun 2021 |
|||||
|---|---|---|---|---|---|
| Portfolio | 1M | 3M | 6M ▾ | 1Y | |
| Ultimate Buy and Hold Strategy Paul Merriman |
-0.19% | +5.61% | +15.76% | +44.70% | |
| US Stocks |
+2.48% | +8.13% | +15.21% | +44.42% | |
| Five Asset Roger Gibson |
+1.86% | +8.71% | +15.09% | +33.34% | |
| Ivy Portfolio Mebane Faber |
+2.01% | +8.67% | +15.02% | +32.93% | |
| Robo Advisor 100 Betterment |
+0.36% | +5.99% | +13.89% | +42.58% | |
| Warren Buffett |
+2.40% | +7.85% | +13.46% | +37.72% | |
| European Stocks |
-1.39% | +7.92% | +13.35% | +38.18% | |
| Technology |
+6.26% | +11.19% | +13.24% | +43.75% | |
| All Country World Stocks |
+1.18% | +7.02% | +12.76% | +41.12% | |
| Robo Advisor 90 Betterment |
+0.42% | +5.69% | +12.56% | +38.80% | |
| 7Twelve Portfolio Craig Israelsen |
+1.36% | +6.38% | +12.37% | +28.63% | |
| Aggressive Global Income |
-1.05% | +3.70% | +12.33% | +30.83% | |
| No Brainer Portfolio Bill Bernstein |
+0.60% | +4.62% | +12.03% | +34.42% | |
| Second Grader's Starter Paul Farrell |
+1.45% | +6.72% | +11.88% | +36.93% | |
| Stocks/Bonds 80/20 |
+2.20% | +6.99% | +11.81% | +34.33% | |
| Talmud Portfolio Roger Gibson |
+2.07% | +7.42% | +11.61% | +25.12% | |
| Edge Select Aggressive Merrill Lynch |
+1.55% | +6.29% | +11.05% | +34.94% | |
| Ideal Index Frank Armstrong |
+0.10% | +4.34% | +11.03% | +29.23% | |
| Mid-Twenties Burton Malkiel |
+1.24% | +6.42% | +11.01% | +34.17% | |
| Core Four Rick Ferri |
+1.49% | +6.59% | +11.00% | +31.79% | |
| Coffee House Bill Schultheis |
+0.64% | +4.88% | +10.98% | +26.72% | |
| Simple Path to Wealth JL Collins |
+2.13% | +6.69% | +10.96% | +31.89% | |
| Robo Advisor 80 Betterment |
+0.44% | +5.28% | +10.92% | +34.02% | |
| Robust Alpha Architect |
+1.26% | +5.91% | +10.79% | +32.06% | |
| Big Rocks Portfolio Larry Swedroe |
-0.03% | +3.61% | +10.77% | +26.51% | |
| Late Thirties to Early Forties Burton Malkiel |
+1.21% | +6.36% | +10.70% | +33.21% | |
| Lazy Portfolio David Swensen |
+1.39% | +6.47% | +10.66% | +27.42% | |
| Four Funds Bogleheads |
+1.28% | +6.24% | +10.51% | +32.74% | |
| Developed World ex-US Stocks |
-0.93% | +5.74% | +10.51% | +36.44% | |
| Mid-Fifties Burton Malkiel |
+1.21% | +6.35% | +10.21% | +31.00% | |
| Coward's Portfolio Bill Bernstein |
+0.48% | +4.32% | +10.20% | +26.64% | |
| Three Funds Bogleheads |
+1.29% | +6.13% | +10.18% | +31.94% | |
| All Country World 80/20 |
+1.09% | +6.02% | +9.84% | +32.06% | |
| Yale Endowment David Swensen |
+1.90% | +7.44% | +9.82% | +25.31% | |
| Pinwheel |
-0.02% | +5.23% | +9.74% | +25.98% | |
| Gone Fishin' Portfolio Alexander Green |
+0.45% | +4.75% | +9.46% | +30.63% | |
| Ultimate Buy&Hold FundAdvice |
-0.05% | +3.92% | +9.36% | +24.57% | |
| Late Sixties and Beyond Burton Malkiel |
+1.17% | +6.09% | +9.31% | +27.07% | |
| Family Taxable Portfolio Ted Aronson |
+1.08% | +4.83% | +9.29% | +30.71% | |
| Simple Money Portfolio Tim Maurer |
-0.62% | +3.22% | +8.96% | +24.58% | |
| Margaritaville Scott Burns |
+0.94% | +5.64% | +8.88% | +28.01% | |
| Edge Select Moderately Aggressive Merrill Lynch |
+1.49% | +5.61% | +8.87% | +28.31% | |
| Dynamic 60/40 Income |
+1.64% | +5.22% | +8.66% | +21.66% | |
| Stocks/Bonds 60/40 |
+1.90% | +5.80% | +8.41% | +24.81% | |
| Couch Potato Scott Burns |
+1.65% | +5.77% | +8.34% | +23.99% | |
| Andrew Tobias Portfolio Andrew Tobias |
+0.44% | +4.58% | +8.22% | +24.45% | |
| Developed World ex-US 80/20 |
-0.70% | +4.69% | +7.99% | +28.18% | |
| Dimensional 2030 Retirement Income DFA |
+1.10% | +5.16% | +7.58% | +23.68% | |
| Sandwich Portfolio Bob Clyatt |
+0.53% | +4.03% | +7.28% | +21.43% | |
| Emerging Markets Stocks |
+0.95% | +3.84% | +7.20% | +39.95% | |
| All Country World 60/40 |
+1.00% | +4.98% | +6.92% | +23.52% | |
| Edge Select Moderate Merrill Lynch |
+1.32% | +4.70% | +6.65% | +21.70% | |
| Rob Arnott Portfolio Rob Arnott |
+1.88% | +6.22% | +6.29% | +15.24% | |
| Golden Butterfly |
-0.29% | +4.72% | +6.09% | +17.56% | |
| Robo Advisor 50 Betterment |
+0.50% | +4.01% | +6.06% | +20.50% | |
| Developed World ex-US 60/40 |
-0.45% | +3.61% | +5.46% | +20.44% | |
| Stocks/Bonds 40/60 |
+1.59% | +4.56% | +5.01% | +15.84% | |
| Lifepath Fund iShares |
+1.08% | +4.25% | +4.95% | +15.82% | |
| Larry Portfolio Larry Swedroe |
-0.24% | +2.00% | +4.89% | +12.89% | |
| GAA Global Asset Allocation Meb Faber |
+1.44% | +5.92% | +4.88% | +15.75% | |
| Edge Select Moderately Conservative Merrill Lynch |
+1.12% | +3.70% | +4.24% | +14.99% | |
| Dynamic 40/60 Income |
+1.27% | +3.66% | +4.09% | +16.07% | |
| All Country World 40/60 |
+0.91% | +3.91% | +4.00% | +15.47% | |
| Dimensional Retirement Income Fund DFA |
+0.33% | +2.99% | +3.58% | +10.86% | |
| Developed World ex-US 40/60 |
-0.19% | +2.49% | +2.94% | +13.19% | |
| All Weather Portfolio Ray Dalio |
+2.21% | +6.90% | +2.93% | +9.97% | |
| Desert Portfolio Gyroscopic Investing |
+0.04% | +3.32% | +2.92% | +10.89% | |
| Edge Select Conservative Merrill Lynch |
+0.47% | +2.07% | +2.34% | +8.40% | |
| Robo Advisor 20 Betterment |
+0.15% | +1.75% | +2.20% | +7.90% | |
| Stocks/Bonds 20/80 |
+1.25% | +3.27% | +1.62% | +7.38% | |
| All Country World 20/80 |
+0.81% | +2.80% | +1.08% | +7.86% | |
| Robo Advisor 10 Betterment |
0.00% | +0.88% | +0.99% | +3.86% | |
| Conservative Income Charles Schwab |
+0.74% | +2.11% | +0.69% | +3.25% | |
| Developed World ex-US 20/80 |
+0.08% | +1.35% | +0.41% | +6.38% | |
| High Yield Bonds Income |
+1.83% | +3.58% | +0.30% | +9.21% | |
| Paul Boyer Permanent Portfolio Paul Boyer |
-0.67% | +3.55% | +0.05% | +7.61% | |
| Permanent Portfolio Harry Browne |
-0.12% | +4.67% | +0.03% | +6.56% | |
| Short Term Treasury |
-0.17% | -0.05% | -0.14% | -0.06% | |
| Robo Advisor 0 Betterment |
-0.18% | +0.01% | -0.19% | +0.01% | |
| Total Bond US |
+0.90% | +1.93% | -1.78% | -0.59% | |
| All Country World Bonds |
+0.71% | +1.65% | -1.84% | +0.67% | |
| Total Bond Developed World ex-US |
+0.37% | +0.18% | -2.12% | -0.01% | |
| 10-year Treasury |
+1.02% | +2.47% | -3.41% | -4.45% | |
| Gold |
-7.15% | +3.54% | -7.14% | -1.04% | |