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.

Portfolio Risk:
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%
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