Last Update - Dec 2020
In the last 6 months, the Lazy Portfolio with the best perfomance is Emerging Markets Portfolio, with a +30.55% 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 | +35.75% | |
| IJR | iShares Core S&P Small-Cap | Stocks | +35.53% | |
| IJT | iShares S&P Small-Cap 600 Growth | Stocks | +35.11% | |
| DFCEX | DFA Emerging Markets Core Equity I | Stocks | +31.52% | |
| EEM | iShares MSCI Emerging Markets | Stocks | +30.55% |
Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.
Returns - Dec 2020 |
|||||
|---|---|---|---|---|---|
| Portfolio | 1M | 3M | 6M ▾ | 1Y | |
| Emerging Markets |
+7.14% | +18.41% | +30.55% | +17.03% | |
| Technology |
+4.90% | +13.13% | +26.94% | +48.40% | |
| US Stocks |
+4.68% | +14.75% | +25.36% | +21.03% | |
| Ultimate Buy and Hold Strategy Paul Merriman |
+5.61% | +17.99% | +25.17% | +7.09% | |
| Robo Advisor 100 Betterment |
+5.07% | +16.83% | +25.16% | +11.97% | |
| World Developed Stocks |
+4.94% | +15.50% | +25.15% | +16.61% | |
| Robo Advisor 90 Betterment |
+4.80% | +15.40% | +23.28% | +11.97% | |
| Second Grader's Starter Paul Farrell |
+4.53% | +13.81% | +22.39% | +16.72% | |
| European Stocks |
+5.69% | +16.35% | +21.90% | +6.11% | |
| Edge Select Aggressive Merrill Lynch |
+4.25% | +12.88% | +21.51% | +17.62% | |
| Warren Buffett |
+3.73% | +11.55% | +21.38% | +19.19% | |
| Mid-Twenties Burton Malkiel |
+4.34% | +13.16% | +20.87% | +12.95% | |
| Robo Advisor 80 Betterment |
+4.36% | +13.80% | +20.79% | +11.38% | |
| Late Thirties to Early Forties Burton Malkiel |
+4.17% | +12.75% | +20.34% | +12.75% | |
| World Developed 80/20 |
+4.07% | +12.56% | +20.19% | +14.22% | |
| Stocks/Bonds 80/20 |
+3.82% | +11.93% | +20.14% | +18.36% | |
| Four Funds Bogleheads |
+4.18% | +12.42% | +20.12% | +15.71% | |
| No Brainer Portfolio Bill Bernstein |
+4.51% | +14.35% | +19.99% | +11.61% | |
| Three Funds Bogleheads |
+4.09% | +12.36% | +19.75% | +15.39% | |
| Family Taxable Portfolio Ted Aronson |
+4.55% | +13.44% | +19.60% | +14.59% | |
| Gone Fishin' Portfolio Alexander Green |
+4.83% | +13.07% | +19.34% | +12.37% | |
| Robust Alpha Architect |
+3.97% | +12.28% | +19.20% | +9.55% | |
| Mid-Fifties Burton Malkiel |
+3.83% | +11.89% | +18.87% | +11.71% | |
| Simple Path to Wealth JL Collins |
+3.61% | +11.23% | +18.87% | +17.70% | |
| Core Four Rick Ferri |
+3.90% | +11.86% | +18.73% | +13.93% | |
| Edge Select Moderately Aggressive Merrill Lynch |
+3.53% | +10.72% | +17.86% | +16.02% | |
| Margaritaville Scott Burns |
+3.83% | +10.74% | +17.57% | +14.40% | |
| Aggressive Global Income |
+3.77% | +13.11% | +16.47% | -1.13% | |
| Ideal Index Frank Armstrong |
+3.85% | +12.25% | +16.39% | +6.95% | |
| Late Sixties and Beyond Burton Malkiel |
+3.22% | +10.26% | +16.25% | +10.03% | |
| Five Asset Roger Gibson |
+3.73% | +10.65% | +15.85% | +5.29% | |
| Ivy Portfolio Mebane Faber |
+3.71% | +10.86% | +15.57% | +2.25% | |
| World Developed 60/40 |
+3.18% | +9.65% | +15.42% | +11.83% | |
| Lazy Portfolio David Swensen |
+3.38% | +9.73% | +15.15% | +10.56% | |
| Stocks/Bonds 60/40 |
+2.94% | +9.13% | +15.13% | +15.70% | |
| Andrew Tobias Portfolio Andrew Tobias |
+3.30% | +10.02% | +15.00% | +10.55% | |
| Dimensional 2030 Retirement Income DFA |
+3.20% | +8.76% | +14.96% | +13.87% | |
| Coward's Portfolio Bill Bernstein |
+3.25% | +10.90% | +14.91% | +8.12% | |
| Pinwheel |
+4.09% | +10.26% | +14.80% | +9.12% | |
| 7Twelve Portfolio Craig Israelsen |
+3.49% | +10.47% | +14.47% | +3.64% | |
| Couch Potato Scott Burns |
+2.93% | +8.08% | +14.45% | +15.93% | |
| Simple Money Portfolio Tim Maurer |
+3.45% | +10.89% | +14.34% | +6.87% | |
| Big Rocks Portfolio Larry Swedroe |
+3.33% | +10.91% | +14.21% | +5.25% | |
| Coffee House Bill Schultheis |
+3.17% | +10.94% | +14.18% | +7.45% | |
| Edge Select Moderate Merrill Lynch |
+2.83% | +8.68% | +14.12% | +13.88% | |
| Yale Endowment David Swensen |
+3.09% | +8.99% | +14.10% | +12.03% | |
| Ultimate Buy&Hold FundAdvice |
+3.44% | +10.13% | +13.91% | +5.84% | |
| Robo Advisor 50 Betterment |
+2.96% | +9.14% | +13.59% | +9.26% | |
| Sandwich Portfolio Bob Clyatt |
+3.14% | +8.67% | +13.19% | +10.59% | |
| Talmud Portfolio Roger Gibson |
+2.56% | +8.18% | +12.10% | +8.02% | |
| Dynamic 60/40 Income |
+2.46% | +7.39% | +11.97% | +6.26% | |
| Dynamic 40/60 Income |
+2.35% | +6.79% | +11.51% | +8.28% | |
| World Developed 40/60 |
+2.26% | +6.77% | +10.83% | +9.43% | |
| Golden Butterfly |
+3.51% | +7.18% | +10.81% | +13.93% | |
| Lifepath Fund iShares |
+2.23% | +6.62% | +10.35% | +11.47% | |
| Stocks/Bonds 40/60 |
+2.04% | +6.34% | +10.31% | +13.04% | |
| Edge Select Moderately Conservative Merrill Lynch |
+2.05% | +6.32% | +10.31% | +11.65% | |
| High Yield Bonds Income |
+1.50% | +5.78% | +8.88% | +7.08% | |
| Rob Arnott Portfolio Rob Arnott |
+1.78% | +5.43% | +8.42% | +7.98% | |
| Desert Portfolio Gyroscopic Investing |
+2.27% | +4.28% | +7.74% | +12.96% | |
| Larry Portfolio Larry Swedroe |
+2.12% | +5.94% | +7.63% | +6.44% | |
| Paul Boyer Permanent Portfolio Paul Boyer |
+3.34% | +4.45% | +7.56% | +15.04% | |
| Dimensional Retirement Income Fund DFA |
+1.69% | +3.82% | +7.04% | +8.69% | |
| All Weather Portfolio Ray Dalio |
+1.76% | +3.60% | +6.84% | +14.68% | |
| Gold |
+7.01% | +0.70% | +6.57% | +24.81% | |
| Permanent Portfolio Harry Browne |
+2.68% | +2.83% | +6.53% | +16.10% | |
| World Developed 20/80 |
+1.32% | +3.92% | +6.41% | +7.04% | |
| Edge Select Conservative Merrill Lynch |
+1.22% | +3.89% | +5.93% | +6.74% | |
| Stocks/Bonds 20/80 |
+1.11% | +3.56% | +5.67% | +10.38% | |
| Robo Advisor 20 Betterment |
+1.30% | +3.77% | +5.56% | +5.91% | |
| Robo Advisor 10 Betterment |
+0.70% | +1.90% | +2.84% | +4.67% | |
| Conservative Income Charles Schwab |
+0.54% | +1.47% | +2.54% | +5.45% | |
| Total Bond World Developed |
+0.36% | +1.09% | +2.15% | +4.65% | |
| Total Bond US |
+0.15% | +0.80% | +1.21% | +7.71% | |
| Robo Advisor 0 Betterment |
+0.08% | +0.08% | +0.20% | +3.37% | |
| Short Term Treasury |
+0.04% | +0.02% | +0.09% | +3.03% | |
| 10-year Treasury |
-0.24% | -1.28% | -1.08% | +10.01% | |