Last Update - Mar 2021

In the last 6 months, the Lazy Portfolio with the best perfomance is Paul Merriman Ultimate Buy and Hold Strategy Portfolio, with a +29.47% 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
IJS iShares S&P Small-Cap 600 Value Stocks +65.15%
IJR iShares Core S&P Small-Cap Stocks +55.35%
DES WisdomTree US SmallCap Dividend ETF Stocks +49.52%
IJT iShares S&P Small-Cap 600 Growth Stocks +45.86%
VOE Vanguard Mid-Cap Value Stocks +34.44%

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

Portfolio Risk:
Returns - Mar 2021
Portfolio 1M 3M 6M  ▾ 1Y
Ultimate Buy and Hold Strategy
Paul Merriman
+3.74% +9.62% +29.47% +60.96%
Robo Advisor 100
Betterment
+3.30% +7.45% +25.41% +59.30%
Robo Advisor 90
Betterment
+2.97% +6.50% +22.80% +53.79%
Aggressive Global Income
+5.08% +8.32% +22.52% +40.61%
No Brainer Portfolio
Bill Bernstein
+2.35% +7.09% +22.45% +46.17%
US Stocks
+3.65% +6.54% +22.26% +62.90%
Emerging Markets
-0.73% +3.23% +22.24% +58.83%
European Stocks
+3.32% +5.03% +22.20% +49.91%
Developed World Stocks
+2.77% +4.51% +21.72% +50.88%
Robo Advisor 80
Betterment
+2.57% +5.36% +19.82% +47.03%
Ideal Index
Frank Armstrong
+2.47% +6.41% +19.44% +37.39%
Second Grader's Starter
Paul Farrell
+2.60% +4.84% +19.32% +51.67%
Big Rocks Portfolio
Larry Swedroe
+2.57% +6.90% +18.56% +33.36%
Family Taxable Portfolio
Ted Aronson
+1.41% +4.25% +18.26% +41.37%
Gone Fishin' Portfolio
Alexander Green
+1.71% +4.49% +18.15% +41.78%
Mid-Twenties
Burton Malkiel
+2.44% +4.31% +18.04% +46.90%
Edge Select Aggressive
Merrill Lynch
+2.24% +4.48% +17.94% +49.23%
Robust
Alpha Architect
+1.06% +4.61% +17.45% +42.27%
Coffee House
Bill Schultheis
+2.30% +5.81% +17.38% +34.32%
Late Thirties to Early Forties
Burton Malkiel
+2.49% +4.09% +17.36% +45.53%
Warren Buffett
+3.59% +5.20% +17.35% +51.53%
Ivy Portfolio
Mebane Faber
+1.42% +5.85% +17.34% +38.35%
Five Asset
Roger Gibson
+1.76% +5.87% +17.15% +38.12%
Coward's Portfolio
Bill Bernstein
+2.37% +5.64% +17.15% +34.59%
Simple Money Portfolio
Tim Maurer
+2.13% +5.55% +17.05% +32.02%
Stocks/Bonds 80/20
+2.70% +4.51% +16.98% +47.67%
Four Funds
Bogleheads
+2.22% +4.02% +16.94% +45.19%
Developed World 80/20
+2.23% +3.15% +16.71% +38.92%
7Twelve Portfolio
Craig Israelsen
+0.86% +5.63% +16.68% +33.34%
Three Funds
Bogleheads
+2.13% +3.82% +16.65% +44.36%
Core Four
Rick Ferri
+2.36% +4.14% +16.49% +43.15%
Mid-Fifties
Burton Malkiel
+2.48% +3.62% +15.94% +42.27%
Ultimate Buy&Hold
FundAdvice
+2.16% +5.23% +15.89% +31.13%
Simple Path to Wealth
JL Collins
+2.46% +4.00% +15.68% +44.15%
Technology
+1.71% +1.84% +15.21% +68.41%
Pinwheel
+2.05% +4.29% +14.99% +33.87%
Margaritaville
Scott Burns
+1.76% +3.07% +14.14% +37.75%
Edge Select Moderately Aggressive
Merrill Lynch
+1.75% +3.08% +14.13% +39.54%
Lazy Portfolio
David Swensen
+2.22% +3.94% +14.05% +34.64%
Andrew Tobias Portfolio
Andrew Tobias
+2.05% +3.48% +13.85% +32.58%
Late Sixties and Beyond
Burton Malkiel
+2.46% +3.04% +13.60% +36.29%
Talmud Portfolio
Roger Gibson
+2.58% +3.90% +12.40% +30.91%
Sandwich Portfolio
Bob Clyatt
+1.34% +3.12% +12.07% +27.78%
Developed World 60/40
+1.68% +1.79% +11.93% +28.31%
Stocks/Bonds 60/40
+1.74% +2.47% +11.82% +34.16%
Yale Endowment
David Swensen
+1.81% +2.22% +11.41% +30.68%
Dimensional 2030 Retirement Income
DFA
+1.61% +2.30% +11.27% +31.65%
Robo Advisor 50
Betterment
+1.35% +1.97% +11.26% +28.81%
Dynamic 60/40 Income
+2.65% +3.27% +10.89% +27.24%
Couch Potato
Scott Burns
+1.73% +2.43% +10.70% +31.63%
Edge Select Moderate
Merrill Lynch
+1.20% +1.86% +10.70% +30.17%
Larry Portfolio
Larry Swedroe
+0.63% +2.83% +8.94% +15.67%
Golden Butterfly
+0.89% +1.31% +8.58% +22.75%
Developed World 40/60
+1.13% +0.43% +7.36% +18.84%
Lifepath Fund
iShares
+0.68% +0.67% +7.34% +21.66%
Dynamic 40/60 Income
+1.47% +0.42% +7.23% +23.46%
Edge Select Moderately Conservative
Merrill Lynch
+0.73% +0.52% +6.88% +21.00%
Stocks/Bonds 40/60
+0.76% +0.43% +6.80% +22.10%
Rob Arnott Portfolio
Rob Arnott
+0.25% +0.07% +5.50% +17.44%
Dimensional Retirement Income Fund
DFA
+0.63% +0.57% +4.41% +13.74%
Robo Advisor 20
Betterment
+0.45% +0.44% +4.23% +11.04%
Edge Select Conservative
Merrill Lynch
+0.51% +0.26% +4.16% +11.55%
Desert Portfolio
Gyroscopic Investing
+0.53% -0.39% +3.87% +14.91%
Developed World 20/80
+0.56% -0.93% +2.97% +10.35%
High Yield Bonds Income
-0.21% -3.16% +2.43% +16.59%
Robo Advisor 10
Betterment
+0.18% +0.11% +2.01% +5.55%
Stocks/Bonds 20/80
-0.25% -1.60% +1.91% +11.29%
Paul Boyer Permanent Portfolio
Paul Boyer
-1.08% -3.38% +0.92% +11.12%
Conservative Income
Charles Schwab
-0.20% -1.40% +0.05% +4.84%
Short Term Treasury
-0.06% -0.09% -0.07% +0.21%
Robo Advisor 0
Betterment
-0.08% -0.20% -0.12% +0.51%
All Weather Portfolio
Ray Dalio
-1.18% -3.71% -0.25% +9.73%
Total Bond Developed World
-0.01% -2.29% -1.22% +2.68%
Permanent Portfolio
Harry Browne
-0.54% -4.43% -1.72% +9.49%
Total Bond US
-1.27% -3.64% -2.86% +1.56%
10-year Treasury
-2.39% -5.73% -6.94% -6.15%
Gold
-1.14% -10.32% -9.69% +8.04%
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