Last Update - Dec 2021
In the last 6 months, the Lazy Portfolio with the best perfomance is Roger Gibson Talmud Portfolio 2x Leveraged, with a +20.21% 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 | |
|---|---|---|---|---|
| ^BTC | Bitcoin | Commodities | +32.88% | |
| URE | ProShares Ultra Real Estate | Stocks | +31.70% | |
| SSO | ProShares Ultra S&P 500 | Stocks | +22.69% | |
| VNQ | Vanguard Real Estate | Stocks | +15.74% | |
| QQQ | Invesco QQQ Trust | Stocks | +12.52% |
Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.
Returns (%) - Dec 2021 |
|||||
|---|---|---|---|---|---|
| Portfolio | 1M | 3M | 6M ▾ | 1Y | |
| Talmud Portfolio 2x Leveraged Roger Gibson |
10.23 | 19.39 | 20.21 | 46.68 | |
| Stocks/Bonds 60/40 2x Leveraged |
5.61 | 14.92 | 15.11 | 33.12 | |
| Technology |
1.15 | 11.29 | 12.52 | 27.42 | |
| All Weather Portfolio 2x Leveraged Ray Dalio |
2.25 | 11.59 | 10.85 | 19.72 | |
| Stocks/Bonds 40/60 2x Leveraged |
3.59 | 10.52 | 10.52 | 19.46 | |
| US Stocks ESG |
3.96 | 10.12 | 10.23 | 26.20 | |
| Warren Buffett Portfolio Warren Buffett |
3.80 | 9.42 | 9.81 | 24.59 | |
| US Stocks |
3.79 | 9.11 | 9.08 | 25.67 | |
| Talmud Portfolio Roger Gibson |
4.80 | 8.59 | 8.81 | 21.44 | |
| Cape US Sector Value Robert Shiller |
4.60 | 8.02 | 8.59 | 27.80 | |
| Desert Portfolio 2x Leveraged Gyroscopic Investing |
3.10 | 8.81 | 8.50 | 12.18 | |
| Simplified Permanent Portfolio 2x Leveraged |
3.52 | 8.64 | 7.94 | 8.10 | |
| Stocks/Bonds 80/20 |
3.10 | 7.50 | 7.47 | 20.16 | |
| Simple Path to Wealth JL Collins |
2.91 | 7.09 | 7.05 | 18.79 | |
| Yale Endowment David Swensen |
3.89 | 7.30 | 7.03 | 17.53 | |
| Couch Potato Scott Burns |
2.21 | 5.94 | 6.77 | 15.67 | |
| Five Asset Roger Gibson |
5.01 | 6.04 | 6.67 | 22.77 | |
| Golden Butterfly 2x Leveraged |
4.77 | 8.96 | 6.39 | 16.84 | |
| Stocks/Bonds 60/40 ESG |
2.46 | 6.42 | 6.39 | 14.84 | |
| Marc Faber Portfolio Marc Faber |
4.52 | 6.87 | 6.38 | 12.98 | |
| Stocks/Bonds 60/40 with Bitcoin |
1.60 | 5.82 | 6.38 | 15.60 | |
| Ivy Portfolio Mebane Faber |
5.14 | 5.69 | 6.31 | 22.27 | |
| Jane Bryant Quinn's Portfolio Jane Bryant Quinn |
3.53 | 6.24 | 6.11 | 16.85 | |
| Dynamic 60/40 Income |
4.07 | 5.91 | 6.09 | 15.27 | |
| Lazy Portfolio David Swensen |
4.00 | 6.63 | 6.03 | 17.34 | |
| Stocks/Bonds 60/40 |
2.35 | 5.80 | 5.76 | 14.66 | |
| All Weather Portfolio with Bitcoin Ray Dalio |
0.53 | 4.56 | 5.64 | 8.91 | |
| Late Sixties and Beyond Burton Malkiel |
4.34 | 6.70 | 5.58 | 15.40 | |
| Core Four Rick Ferri |
3.59 | 6.35 | 5.56 | 17.18 | |
| US Stocks Momentum |
-0.91 | 5.66 | 5.47 | 7.72 | |
| Second Grader's Starter Paul Farrell |
3.41 | 6.24 | 5.20 | 17.70 | |
| Mid-Fifties Burton Malkiel |
4.28 | 6.53 | 5.03 | 15.75 | |
| All Weather Portfolio Ray Dalio |
1.37 | 4.47 | 5.00 | 8.08 | |
| All Country World Stocks |
3.81 | 6.30 | 4.89 | 18.27 | |
| Permanent Portfolio with Bitcoin Harry Browne |
0.57 | 4.35 | 4.87 | 5.47 | |
| Four Funds Bogleheads |
3.08 | 5.58 | 4.70 | 15.70 | |
| Late Thirties to Early Forties Burton Malkiel |
4.13 | 6.33 | 4.64 | 15.84 | |
| Stocks/Bonds 40/60 with Bitcoin |
0.77 | 4.02 | 4.58 | 10.09 | |
| Rob Arnott Portfolio Rob Arnott |
2.51 | 3.97 | 4.46 | 11.04 | |
| Robust Alpha Architect |
3.25 | 4.43 | 4.44 | 15.71 | |
| Dimensional 2030 Retirement Income DFA |
2.31 | 4.66 | 4.44 | 12.36 | |
| Mid-Twenties Burton Malkiel |
4.07 | 6.19 | 4.41 | 15.90 | |
| Three Funds Bogleheads |
3.04 | 5.37 | 4.33 | 14.95 | |
| Stocks/Bonds 40/60 ESG |
1.61 | 4.40 | 4.29 | 9.16 | |
| Edge Select Aggressive Merrill Lynch |
3.02 | 5.75 | 4.22 | 15.74 | |
| Aggressive Global Income |
5.03 | 5.76 | 4.22 | 17.07 | |
| Permanent Portfolio Harry Browne |
1.38 | 4.30 | 4.17 | 4.21 | |
| US Inflation Protection |
0.40 | 2.39 | 4.14 | 5.67 | |
| Vanguard LifeStrategy Growth Fund Vanguard |
3.01 | 5.22 | 4.11 | 14.57 | |
| Margaritaville Scott Burns |
2.69 | 4.68 | 4.09 | 13.33 | |
| All Country World 80/20 |
3.12 | 5.16 | 3.98 | 14.21 | |
| Stocks/Bonds 40/60 |
1.54 | 3.98 | 3.94 | 9.15 | |
| Coffee House Bill Schultheis |
3.50 | 5.03 | 3.84 | 15.24 | |
| Golden Butterfly with Bitcoin |
1.19 | 4.24 | 3.73 | 10.61 | |
| Edge Select Moderately Aggressive Merrill Lynch |
2.54 | 4.89 | 3.69 | 12.88 | |
| GAA Global Asset Allocation Mebane Faber |
2.28 | 3.92 | 3.63 | 8.69 | |
| Robo Advisor 100 Betterment |
4.18 | 5.66 | 3.63 | 18.02 | |
| Andrew Tobias Portfolio Andrew Tobias |
2.77 | 4.01 | 3.62 | 12.14 | |
| 7Twelve Portfolio Craig Israelsen |
3.81 | 3.65 | 3.59 | 16.41 | |
| Pinwheel |
3.81 | 5.01 | 3.46 | 13.53 | |
| Desert Portfolio with Bitcoin Gyroscopic Investing |
0.59 | 2.97 | 3.45 | 7.03 | |
| Simplified Permanent Portfolio |
1.62 | 3.62 | 3.39 | 3.72 | |
| Dimensional Retirement Income Fund DFA |
1.12 | 2.55 | 3.34 | 7.04 | |
| Stocks/Bonds 60/40 Momentum |
-0.69 | 3.43 | 3.30 | 3.88 | |
| Gold |
3.30 | 4.10 | 3.22 | -4.15 | |
| Vanguard LifeStrategy Moderate Growth Vanguard |
2.22 | 4.00 | 3.14 | 10.43 | |
| European Stocks |
5.20 | 5.08 | 3.11 | 16.88 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
5.13 | 5.03 | 3.11 | 19.37 | |
| Robo Advisor 90 Betterment |
3.79 | 5.10 | 3.09 | 16.04 | |
| Golden Butterfly |
1.99 | 4.19 | 3.07 | 9.35 | |
| All Country World 60/40 |
2.39 | 3.97 | 3.01 | 10.14 | |
| No Brainer Portfolio Bill Bernstein |
3.17 | 4.56 | 3.00 | 15.39 | |
| Coward's Portfolio Bill Bernstein |
3.13 | 4.27 | 2.96 | 13.47 | |
| Developed World ex-US Stocks Momentum |
4.49 | 4.57 | 2.95 | 6.60 | |
| Lifepath Fund iShares |
1.72 | 3.35 | 2.95 | 8.05 | |
| Edge Select Moderate Merrill Lynch |
2.01 | 3.77 | 2.82 | 9.66 | |
| Desert Portfolio Gyroscopic Investing |
1.39 | 2.91 | 2.76 | 5.76 | |
| Robo Advisor 80 Betterment |
3.40 | 4.57 | 2.72 | 13.94 | |
| Ideal Index Frank Armstrong |
3.67 | 4.27 | 2.66 | 13.98 | |
| Big Rocks Portfolio Larry Swedroe |
3.27 | 3.75 | 2.54 | 13.59 | |
| Dynamic 40/60 Income |
2.34 | 2.73 | 2.53 | 6.72 | |
| Sandwich Portfolio Bob Clyatt |
2.45 | 3.33 | 2.42 | 9.88 | |
| Family Taxable Portfolio Ted Aronson |
2.70 | 3.89 | 2.42 | 11.93 | |
| Stocks/Bonds 40/60 Momentum |
-0.57 | 2.29 | 2.19 | 1.97 | |
| Vanguard LifeStrategy Conservative Growth Vanguard |
1.39 | 2.72 | 2.12 | 6.29 | |
| Edge Select Moderately Conservative Merrill Lynch |
1.40 | 2.71 | 2.11 | 6.44 | |
| All Country World 40/60 |
1.61 | 2.71 | 2.00 | 6.07 | |
| Stocks/Bonds 20/80 |
0.65 | 2.04 | 1.99 | 3.64 | |
| Ultimate Buy&Hold FundAdvice |
3.23 | 3.06 | 1.95 | 11.49 | |
| Gone Fishin' Portfolio Alexander Green |
3.28 | 3.90 | 1.94 | 11.58 | |
| Robo Advisor 50 Betterment |
2.25 | 3.00 | 1.78 | 7.95 | |
| Developed World ex-US 60/40 Momentum |
2.44 | 2.74 | 1.75 | 3.05 | |
| Conservative Income Charles Schwab |
0.69 | 1.38 | 1.73 | 2.43 | |
| Simple Money Portfolio Tim Maurer |
2.85 | 2.31 | 1.38 | 10.46 | |
| Developed World ex-US 40/60 Momentum |
1.40 | 1.79 | 1.12 | 1.27 | |
| Edge Select Conservative Merrill Lynch |
0.97 | 1.49 | 1.10 | 3.46 | |
| Developed World ex-US Stocks |
4.34 | 2.70 | 1.04 | 11.67 | |
| Vanguard LifeStrategy Income Fund Vanguard |
0.50 | 1.36 | 1.04 | 2.15 | |
| All Country World 20/80 |
0.78 | 1.39 | 0.92 | 2.00 | |
| Developed World ex-US 80/20 |
3.39 | 2.18 | 0.82 | 8.88 | |
| Developed World ex-US 60/40 |
2.41 | 1.64 | 0.59 | 6.09 | |
| High Yield Bonds Income |
1.50 | 0.80 | 0.57 | 0.88 | |
| Paul Boyer Portfolio Paul Boyer |
1.09 | 2.21 | 0.46 | 0.51 | |
| Robo Advisor 20 Betterment |
0.83 | 0.90 | 0.40 | 2.61 | |
| Developed World ex-US 40/60 |
1.39 | 1.07 | 0.35 | 3.30 | |
| Developed World ex-US 20/80 |
0.34 | 0.48 | 0.10 | 0.51 | |
| 10-year Treasury |
-0.52 | 0.12 | 0.08 | -3.33 | |
| Total Bond US |
-0.31 | -0.04 | -0.08 | -1.86 | |
| Robo Advisor 10 Betterment |
0.31 | 0.13 | -0.11 | 0.88 | |
| Total Bond Developed World ex-US |
-0.74 | -0.14 | -0.17 | -2.28 | |
| All Country World Bonds |
-0.10 | -0.01 | -0.22 | -2.06 | |
| Short Term Treasury |
-0.21 | -0.60 | -0.57 | -0.72 | |
| Robo Advisor 0 Betterment |
-0.20 | -0.63 | -0.60 | -0.79 | |
| Larry Portfolio Larry Swedroe |
1.02 | 0.07 | -1.41 | 3.41 | |
| Emerging Markets Stocks |
1.53 | -1.57 | -10.09 | -3.61 | |