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.

Portfolio Risk:
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%
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