Last Update - Jul 2020
In the last 6 months, the Lazy Portfolio with the best perfomance is Gold Portfolio, with a +24.17% 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 | |
|---|---|---|---|---|
| GLD | SPDR Gold Trust | Commodities | +24.17% | |
| QQQ | Invesco QQQ Trust | Stocks | +21.79% | |
| GLTR | Aberdeen Standard Physical Precious Metals Basket Shares | Commodities | +19.89% | |
| TLT | iShares 20+ Year Treasury Bond | Fixed Income | +18.18% | |
| VUG | Vanguard Growth | Stocks | +16.23% |
Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.
Returns - Jul 2020 |
|||||
|---|---|---|---|---|---|
| Portfolio | 1M | 3M | 6M ▾ | 1Y | |
| Gold |
+10.79% | +16.77% | +24.17% | +39.20% | |
| Technology |
+7.35% | +21.62% | +21.79% | +40.20% | |
| Permanent Portfolio Harry Browne |
+5.41% | +8.19% | +11.47% | +20.70% | |
| Permanent Portfolio Paul Boyer |
+5.52% | +8.37% | +10.73% | +18.45% | |
| All Weather Portfolio Ray Dalio |
+4.67% | +7.46% | +9.21% | +17.90% | |
| 10-year Treasury |
+0.85% | +1.23% | +8.40% | +13.57% | |
| Golden Butterfly |
+4.99% | +8.27% | +6.58% | +14.10% | |
| Desert Portfolio Gyroscopic Investing |
+3.03% | +6.04% | +6.38% | +12.63% | |
| Stocks/Bonds 40/60 |
+3.07% | +6.87% | +4.41% | +10.95% | |
| Couch Potato Scott Burns |
+3.95% | +8.62% | +4.22% | +10.99% | |
| Stocks/Bonds 60/40 |
+3.93% | +9.10% | +3.66% | +11.01% | |
| Edge Select Moderately Conservative Merrill Lynch |
+2.97% | +7.07% | +3.63% | +9.35% | |
| Edge Select Moderate Merrill Lynch |
+3.71% | +9.15% | +3.41% | +9.85% | |
| Emerging Markets |
+8.25% | +18.84% | +3.40% | +6.45% | |
| Lifepath Fund iShares |
+2.90% | +6.77% | +3.30% | +9.25% | |
| Edge Select Moderately Aggressive Merrill Lynch |
+4.44% | +11.14% | +3.17% | +10.21% | |
| Warren Buffett |
+5.36% | +12.24% | +3.16% | +12.16% | |
| Simple Path to Wealth JL Collins |
+4.59% | +10.86% | +3.10% | +10.99% | |
| Conservative Income Charles Schwab |
+1.56% | +2.81% | +3.07% | +6.63% | |
| Dimensional Retirement Income Fund DFA |
+2.03% | +4.47% | +2.81% | +6.60% | |
| Robo Advisor 0 Betterment |
+0.15% | +0.28% | +2.65% | +4.48% | |
| Dimensional 2030 Retirement Income DFA |
+3.71% | +8.82% | +2.65% | +8.83% | |
| Edge Select Aggressive Merrill Lynch |
+5.03% | +12.91% | +2.54% | +9.87% | |
| Short Term Treasury |
+0.09% | +0.04% | +2.45% | +4.14% | |
| High Yield Bonds Income |
+4.97% | +10.04% | +2.16% | +7.49% | |
| US Stocks |
+5.74% | +14.00% | +2.15% | +10.85% | |
| Robo Advisor 10 Betterment |
+0.78% | +1.90% | +2.11% | +4.68% | |
| Rob Arnott Portfolio Rob Arnott |
+3.30% | +7.38% | +2.07% | +7.48% | |
| Edge Select Conservative Merrill Lynch |
+1.73% | +3.85% | +1.97% | +5.83% | |
| Margaritaville Scott Burns |
+3.96% | +10.12% | +1.61% | +7.92% | |
| Robo Advisor 20 Betterment |
+1.42% | +3.60% | +1.50% | +4.74% | |
| Yale Endowment David Swensen |
+4.27% | +9.06% | +1.42% | +9.11% | |
| Four Funds Bogleheads |
+4.39% | +11.42% | +1.20% | +8.16% | |
| Three Funds Bogleheads |
+4.29% | +11.28% | +1.16% | +8.15% | |
| Family Taxable Portfolio Ted Aronson |
+4.14% | +10.00% | +0.80% | +6.57% | |
| Second Grader's Starter Paul Farrell |
+4.75% | +12.55% | +0.77% | +8.09% | |
| Sandwich Portfolio Bob Clyatt |
+2.73% | +7.04% | +0.77% | +6.17% | |
| Larry Portfolio Larry Swedroe |
+1.27% | +3.39% | +0.62% | +4.10% | |
| Core Four Rick Ferri |
+4.24% | +10.86% | +0.37% | +7.42% | |
| Dynamic 40/60 Income |
+3.88% | +7.97% | +0.31% | +4.94% | |
| Robo Advisor 50 Betterment |
+3.17% | +8.35% | -0.28% | +4.51% | |
| Gone Fishin' Portfolio Alexander Green |
+4.62% | +10.99% | -0.29% | +5.33% | |
| World Developed Stocks |
+5.29% | +14.18% | -0.34% | +7.14% | |
| Lazy Portfolio David Swensen |
+3.77% | +9.05% | -0.37% | +5.91% | |
| Pinwheel |
+4.02% | +9.30% | -0.37% | +5.25% | |
| Andrew Tobias Portfolio Andrew Tobias |
+2.55% | +7.93% | -0.65% | +4.90% | |
| Late Thirties to Early Forties Burton Malkiel |
+4.72% | +12.04% | -0.79% | +5.55% | |
| Mid-Twenties Burton Malkiel |
+4.78% | +12.29% | -0.82% | +5.50% | |
| Mid-Fifties Burton Malkiel |
+4.56% | +11.54% | -0.98% | +5.36% | |
| Late Sixties and Beyond Burton Malkiel |
+4.14% | +10.25% | -1.17% | +4.97% | |
| Talmud Portfolio Roger Gibson |
+3.54% | +7.97% | -1.27% | +5.66% | |
| Dynamic 60/40 Income |
+3.84% | +6.88% | -2.00% | +3.21% | |
| Coward's Portfolio Bill Bernstein |
+2.86% | +7.20% | -2.07% | +2.75% | |
| No Brainer Portfolio Bill Bernstein |
+3.48% | +9.48% | -2.14% | +2.71% | |
| Robo Advisor 80 Betterment |
+4.12% | +10.92% | -2.22% | +3.22% | |
| Coffee House Bill Schultheis |
+2.90% | +6.93% | -2.51% | +2.50% | |
| Robo Advisor 90 Betterment |
+4.44% | +11.85% | -2.95% | +2.63% | |
| Robust Alpha Architect |
+4.30% | +11.69% | -3.02% | +1.21% | |
| Ultimate Buy&Hold FundAdvice |
+2.28% | +6.36% | -3.59% | +1.05% | |
| Simple Money Portfolio Tim Maurer |
+1.68% | +5.90% | -3.59% | +0.98% | |
| Five Asset Roger Gibson |
+3.85% | +10.71% | -3.91% | +0.16% | |
| Robo Advisor 100 Betterment |
+4.58% | +12.59% | -3.92% | +1.66% | |
| Ideal Index Frank Armstrong |
+2.73% | +7.49% | -3.97% | +0.33% | |
| Big Rocks Portfolio Larry Swedroe |
+2.13% | +5.72% | -4.33% | -0.43% | |
| 7Twelve Portfolio Craig Israelsen |
+3.08% | +9.58% | -4.50% | -1.92% | |
| Ivy Portfolio Mebane Faber |
+3.64% | +11.47% | -6.27% | -2.63% | |
| European Stocks |
+3.66% | +14.01% | -6.90% | +0.05% | |
| Ultimate Buy and Hold Strategy Paul Merriman |
+3.92% | +11.33% | -8.15% | -2.87% | |
| Aggressive Global Income |
+2.98% | +6.52% | -10.50% | -6.59% | |