Last Update - Sep 2021
In the last 6 months, the Lazy Portfolio with the best perfomance is Technology Portfolio, with a +12.42% 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 | |
|---|---|---|---|---|
| DBC | Invesco DB Commodity Tracking | Commodities | +21.49% | |
| GSG | iShares S&P GSCI Commodity Indexed Trust | Commodities | +20.69% | |
| VUG | Vanguard Growth | Stocks | +13.16% | |
| QQQ | Invesco QQQ Trust | Stocks | +12.42% | |
| VNQ | Vanguard Real Estate | Stocks | +12.29% |
Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.
Returns - Sep 2021 |
|||||
|---|---|---|---|---|---|
| Portfolio | 1M | 3M | 6M ▾ | 1Y | |
| Technology |
-5.68% | +1.11% | +12.42% | +29.53% | |
| Five Asset Roger Gibson |
-1.80% | +0.60% | +9.36% | +28.11% | |
| Ivy Portfolio Mebane Faber |
-1.65% | +0.58% | +9.30% | +28.25% | |
| US Stocks ESG |
-5.21% | +0.10% | +8.81% | +30.55% | |
| Warren Buffett |
-4.32% | +0.36% | +8.24% | +27.02% | |
| US Stocks |
-4.46% | -0.03% | +8.10% | +32.16% | |
| Talmud Portfolio Roger Gibson |
-3.93% | +0.20% | +7.64% | +20.99% | |
| All Weather Portfolio Ray Dalio |
-2.36% | +0.50% | +7.44% | +7.17% | |
| Yale Endowment David Swensen |
-3.85% | -0.26% | +7.16% | +19.39% | |
| Stocks/Bonds 80/20 |
-3.88% | -0.03% | +6.96% | +25.11% | |
| Rob Arnott Portfolio Rob Arnott |
-1.71% | +0.48% | +6.72% | +12.60% | |
| Simple Path to Wealth JL Collins |
-3.72% | -0.03% | +6.66% | +23.38% | |
| Couch Potato Scott Burns |
-2.76% | +0.78% | +6.60% | +18.01% | |
| 7Twelve Portfolio Craig Israelsen |
-1.15% | -0.05% | +6.33% | +24.07% | |
| All Weather Portfolio with Bitcoin Ray Dalio |
-2.63% | +0.70% | +6.05% | +11.62% | |
| Stocks/Bonds 60/40 ESG |
-3.74% | -0.04% | +5.94% | +17.11% | |
| Robust Alpha Architect |
-2.43% | 0.00% | +5.91% | +24.39% | |
| European Stocks |
-5.38% | -1.88% | +5.90% | +29.41% | |
| Lazy Portfolio David Swensen |
-3.57% | -0.56% | +5.88% | +20.75% | |
| Core Four Rick Ferri |
-3.72% | -0.74% | +5.80% | +23.25% | |
| Stocks/Bonds 60/40 |
-3.24% | -0.03% | +5.76% | +18.27% | |
| Second Grader's Starter Paul Farrell |
-3.84% | -0.98% | +5.67% | +26.08% | |
| GAA Global Asset Allocation Meb Faber |
-2.47% | -0.27% | +5.63% | +11.30% | |
| All Country World Stocks |
-4.10% | -1.32% | +5.60% | +28.51% | |
| Dynamic 60/40 Income |
-2.58% | +0.17% | +5.39% | +16.87% | |
| Four Funds Bogleheads |
-3.50% | -0.83% | +5.36% | +23.20% | |
| US Stocks Momentum |
-5.09% | -0.18% | +5.09% | +17.02% | |
| Three Funds Bogleheads |
-3.53% | -1.00% | +5.07% | +22.57% | |
| Margaritaville Scott Burns |
-2.96% | -0.57% | +5.04% | +19.89% | |
| Late Sixties and Beyond Burton Malkiel |
-3.79% | -1.06% | +4.96% | +19.24% | |
| Dimensional 2030 Retirement Income DFA |
-2.79% | -0.22% | +4.93% | +16.76% | |
| Mid-Fifties Burton Malkiel |
-3.95% | -1.41% | +4.86% | +21.57% | |
| All Country World 80/20 |
-3.60% | -1.13% | +4.83% | +22.34% | |
| Edge Select Aggressive Merrill Lynch |
-3.70% | -1.45% | +4.75% | +23.54% | |
| Late Thirties to Early Forties Burton Malkiel |
-3.97% | -1.59% | +4.67% | +22.84% | |
| Mid-Twenties Burton Malkiel |
-3.98% | -1.68% | +4.63% | +23.51% | |
| Stocks/Bonds 60/40 with Bitcoin |
-3.40% | +0.20% | +4.62% | +23.25% | |
| Permanent Portfolio Harry Browne |
-2.73% | -0.13% | +4.54% | +2.74% | |
| Stocks/Bonds 40/60 |
-2.56% | -0.04% | +4.52% | +11.63% | |
| Stocks/Bonds 40/60 ESG |
-2.92% | -0.11% | +4.43% | +10.60% | |
| Edge Select Moderately Aggressive Merrill Lynch |
-3.28% | -1.14% | +4.40% | +19.16% | |
| Andrew Tobias Portfolio Andrew Tobias |
-2.75% | -0.37% | +4.19% | +18.62% | |
| Developed World ex-US Stocks |
-3.38% | -1.62% | +4.04% | +26.63% | |
| All Country World 60/40 |
-3.08% | -0.92% | +4.02% | +16.36% | |
| Robo Advisor 100 Betterment |
-3.75% | -1.92% | +3.95% | +30.37% | |
| Lifepath Fund iShares |
-2.34% | -0.39% | +3.85% | +11.47% | |
| Stocks/Bonds 60/40 Momentum |
-3.54% | -0.13% | +3.81% | +10.03% | |
| Dimensional Retirement Income Fund DFA |
-1.33% | +0.78% | +3.79% | +8.37% | |
| Edge Select Moderate Merrill Lynch |
-2.75% | -0.92% | +3.74% | +14.85% | |
| Coffee House Bill Schultheis |
-2.68% | -1.13% | +3.70% | +21.72% | |
| Ultimate Buy and Hold Strategy Paul Merriman |
-3.53% | -1.83% | +3.68% | +34.23% | |
| Pinwheel |
-3.10% | -1.48% | +3.67% | +19.21% | |
| Robo Advisor 90 Betterment |
-3.56% | -1.92% | +3.66% | +27.30% | |
| Golden Butterfly |
-2.45% | -1.08% | +3.59% | +12.49% | |
| Dynamic 40/60 Income |
-1.83% | -0.20% | +3.45% | +10.93% | |
| Robo Advisor 80 Betterment |
-3.34% | -1.76% | +3.42% | +23.92% | |
| Permanent Portfolio with Bitcoin Harry Browne |
-2.89% | +0.14% | +3.38% | +7.55% | |
| Stocks/Bonds 40/60 with Bitcoin |
-2.72% | +0.20% | +3.37% | +16.46% | |
| High Yield Bonds Income |
-1.38% | -0.23% | +3.34% | +5.86% | |
| Family Taxable Portfolio Ted Aronson |
-2.70% | -1.42% | +3.34% | +22.21% | |
| Developed World ex-US 80/20 |
-2.96% | -1.33% | +3.30% | +20.57% | |
| Stocks/Bonds 20/80 |
-1.82% | -0.04% | +3.23% | +5.19% | |
| All Country World 40/60 |
-2.52% | -0.70% | +3.19% | +10.57% | |
| Desert Portfolio Gyroscopic Investing |
-2.29% | -0.14% | +3.18% | +7.17% | |
| Stocks/Bonds 40/60 Momentum |
-2.72% | -0.10% | +3.17% | +6.42% | |
| Sandwich Portfolio Bob Clyatt |
-2.74% | -0.87% | +3.12% | +15.57% | |
| Edge Select Moderately Conservative Merrill Lynch |
-2.24% | -0.59% | +3.09% | +10.18% | |
| No Brainer Portfolio Bill Bernstein |
-2.73% | -1.49% | +3.05% | +26.19% | |
| Coward's Portfolio Bill Bernstein |
-2.51% | -1.26% | +3.01% | +20.67% | |
| Ultimate Buy&Hold FundAdvice |
-2.44% | -1.08% | +2.80% | +19.14% | |
| Robo Advisor 50 Betterment |
-2.64% | -1.18% | +2.78% | +14.35% | |
| Gone Fishin' Portfolio Alexander Green |
-2.98% | -1.89% | +2.78% | +21.43% | |
| Ideal Index Frank Armstrong |
-2.66% | -1.55% | +2.72% | +22.70% | |
| Gold |
-3.22% | -0.85% | +2.66% | -7.28% | |
| Developed World ex-US 60/40 |
-2.53% | -1.03% | +2.54% | +14.78% | |
| Golden Butterfly with Bitcoin |
-2.61% | -0.83% | +2.51% | +17.82% | |
| Conservative Income Charles Schwab |
-0.97% | +0.35% | +2.47% | +2.52% | |
| 10-year Treasury |
-1.60% | -0.03% | +2.43% | -4.68% | |
| Big Rocks Portfolio Larry Swedroe |
-2.22% | -1.16% | +2.41% | +21.42% | |
| All Country World 20/80 |
-1.92% | -0.46% | +2.33% | +4.97% | |
| Simple Money Portfolio Tim Maurer |
-2.28% | -0.91% | +2.28% | +19.72% | |
| Aggressive Global Income |
-3.13% | -1.46% | +2.19% | +25.20% | |
| Developed World ex-US Stocks Momentum |
-3.69% | -1.55% | +2.07% | +13.39% | |
| Total Bond US |
-1.01% | -0.05% | +1.88% | -1.04% | |
| Paul Boyer Permanent Portfolio Paul Boyer |
-2.33% | -1.72% | +1.77% | +2.71% | |
| Developed World ex-US 40/60 |
-2.07% | -0.71% | +1.77% | +9.25% | |
| Edge Select Conservative Merrill Lynch |
-1.41% | -0.39% | +1.68% | +5.90% | |
| All Country World Bonds |
-1.28% | -0.22% | +1.43% | -0.45% | |
| Developed World ex-US 60/40 Momentum |
-2.69% | -0.96% | +1.31% | +7.65% | |
| Robo Advisor 20 Betterment |
-1.26% | -0.49% | +1.25% | +5.53% | |
| Developed World ex-US 20/80 |
-1.59% | -0.38% | +0.97% | +3.97% | |
| Developed World ex-US 40/60 Momentum |
-2.17% | -0.66% | +0.93% | +4.75% | |
| Robo Advisor 10 Betterment |
-0.70% | -0.24% | +0.64% | +2.66% | |
| Larry Portfolio Larry Swedroe |
-1.39% | -1.48% | +0.50% | +9.48% | |
| Total Bond Developed World ex-US |
-1.08% | -0.03% | +0.15% | -1.08% | |
| Robo Advisor 0 Betterment |
-0.14% | +0.03% | +0.04% | -0.08% | |
| Short Term Treasury |
-0.10% | +0.03% | -0.02% | -0.10% | |
| Emerging Markets Stocks |
-3.87% | -8.65% | -5.14% | +15.96% | |