Last Update - Jan 2020
In the last 6 months, the Lazy Portfolio with the best perfomance is Technology Portfolio, with a +15.12% 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 | |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | Stocks | +15.12% | |
| VUG | Vanguard Growth | Stocks | +12.98% | |
| GLD | SPDR Gold Trust | Commodities | +12.10% | |
| TLT | iShares 20+ Year Treasury Bond | Fixed Income | +10.95% | |
| VV | Vanguard Large-Cap | Stocks | +9.39% |
Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.
Returns - Jan 2020 |
|||||
|---|---|---|---|---|---|
| Portfolio | 1M | 3M | 6M ▾ | 1Y | |
| Technology |
+3.04% | +11.40% | +15.12% | +31.35% | |
| Gold |
+4.50% | +4.84% | +12.10% | +19.70% | |
| Warren Buffett |
+0.30% | +6.44% | +8.73% | +20.10% | |
| US Stocks |
-0.06% | +6.63% | +8.51% | +20.31% | |
| Permanent Portfolio Harry Browne |
+3.06% | +4.09% | +8.28% | +16.25% | |
| All Weather Portfolio Ray Dalio |
+2.88% | +3.99% | +7.96% | +17.35% | |
| Simple Path to Wealth JL Collins |
+0.45% | +5.61% | +7.65% | +17.89% | |
| Yale Endowment David Swensen |
+0.94% | +3.54% | +7.58% | +15.88% | |
| World Developed Stocks |
-1.56% | +4.45% | +7.50% | +15.61% | |
| European Stocks |
-3.09% | +2.59% | +7.46% | +13.42% | |
| Second Grader's Starter Paul Farrell |
-0.86% | +4.75% | +7.27% | +16.04% | |
| Edge Select Aggressive Merrill Lynch |
-0.85% | +4.62% | +7.14% | +15.05% | |
| Stocks/Bonds 60/40 |
+0.76% | +4.95% | +7.08% | +16.38% | |
| Golden Butterfly |
+1.28% | +3.21% | +7.06% | +14.00% | |
| Core Four Rick Ferri |
-0.35% | +4.11% | +7.02% | +15.42% | |
| Talmud Portfolio Roger Gibson |
+1.05% | +3.11% | +7.02% | +15.78% | |
| Three Funds Bogleheads |
-0.66% | +4.32% | +6.91% | +15.06% | |
| Four Funds Bogleheads |
-0.64% | +4.41% | +6.88% | +15.00% | |
| Edge Select Moderately Aggressive Merrill Lynch |
-0.34% | +4.33% | +6.82% | +14.53% | |
| Couch Potato Scott Burns |
+1.04% | +4.94% | +6.50% | +15.02% | |
| Lazy Portfolio David Swensen |
+0.01% | +3.12% | +6.30% | +13.47% | |
| Stocks/Bonds 40/60 |
+1.16% | +4.00% | +6.27% | +14.27% | |
| Edge Select Moderate Merrill Lynch |
+0.09% | +3.82% | +6.22% | +13.45% | |
| Margaritaville Scott Burns |
-0.44% | +3.90% | +6.21% | +13.21% | |
| Dimensional 2030 Retirement Income DFA |
+0.08% | +3.94% | +6.03% | +12.98% | |
| Desert Portfolio Gyroscopic Investing |
+1.53% | +3.49% | +5.87% | +12.60% | |
| Robo Advisor 100 Betterment |
-2.63% | +3.14% | +5.80% | +12.27% | |
| Lifepath Fund iShares |
+0.63% | +3.23% | +5.76% | +12.42% | |
| Robo Advisor 90 Betterment |
-2.26% | +3.22% | +5.75% | +11.84% | |
| Ultimate Buy and Hold Strategy Paul Merriman |
-3.20% | +2.16% | +5.75% | +10.14% | |
| Family Taxable Portfolio Ted Aronson |
-1.01% | +2.99% | +5.72% | +11.21% | |
| Pinwheel |
-0.76% | +2.09% | +5.64% | +10.98% | |
| Robo Advisor 80 Betterment |
-1.82% | +3.11% | +5.55% | +11.63% | |
| Edge Select Moderately Conservative Merrill Lynch |
+0.58% | +3.28% | +5.53% | +12.40% | |
| Sandwich Portfolio Bob Clyatt |
-0.40% | +2.76% | +5.36% | +10.63% | |
| Rob Arnott Portfolio Rob Arnott |
+0.80% | +2.26% | +5.30% | +12.53% | |
| Coffee House Bill Schultheis |
-0.68% | +2.24% | +5.14% | +11.30% | |
| No Brainer Portfolio Bill Bernstein |
-1.65% | +2.97% | +4.95% | +10.52% | |
| Coward's Portfolio Bill Bernstein |
-1.17% | +2.37% | +4.92% | +10.39% | |
| Ultimate Buy&Hold FundAdvice |
-1.43% | +1.95% | +4.82% | +8.51% | |
| Robo Advisor 50 Betterment |
-0.48% | +2.68% | +4.81% | +10.95% | |
| 10-year Treasury |
+3.47% | +1.80% | +4.76% | +11.05% | |
| Simple Money Portfolio Tim Maurer |
-1.42% | +1.89% | +4.74% | +8.79% | |
| Ideal Index Frank Armstrong |
-1.69% | +1.87% | +4.48% | +9.18% | |
| Robust Alpha Architect |
-1.16% | +2.80% | +4.37% | +12.68% | |
| Five Asset Roger Gibson |
-1.77% | +1.47% | +4.24% | +10.24% | |
| Ivy Portfolio Mebane Faber |
-2.17% | +1.31% | +3.88% | +10.28% | |
| Edge Select Conservative Merrill Lynch |
+0.53% | +2.07% | +3.79% | +8.84% | |
| Dimensional Retirement Income Fund DFA |
+0.78% | +2.54% | +3.69% | +8.40% | |
| Conservative Income Charles Schwab |
+1.33% | +1.56% | +3.46% | +7.94% | |
| Larry Portfolio Larry Swedroe |
-0.47% | +1.28% | +3.46% | +6.36% | |
| Robo Advisor 20 Betterment |
+0.26% | +1.67% | +3.19% | +7.25% | |
| Emerging Markets |
-6.15% | +0.99% | +2.95% | +0.53% | |
| 7Twelve Portfolio Craig Israelsen |
-2.28% | +1.20% | +2.70% | +7.53% | |
| Robo Advisor 10 Betterment |
+0.46% | +1.23% | +2.51% | +5.66% | |
| Robo Advisor 0 Betterment |
+0.64% | +0.75% | +1.79% | +4.03% | |
| Short Term Treasury |
+0.58% | +0.69% | +1.65% | +3.72% | |