Last Update - Sep 2020
In the last 6 months, the Lazy Portfolio with the best perfomance is Technology Portfolio, with a +46.18% 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 | +46.18% | |
| VUG | Vanguard Growth | Stocks | +45.83% | |
| PDP | Invesco DWA Momentum ETF | Stocks | +41.73% | |
| VO | Vanguard Mid-Cap | Stocks | +34.95% | |
| VTI | Vanguard Total Stock Market | Stocks | +33.25% |
Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.
Returns - Sep 2020 |
|||||
|---|---|---|---|---|---|
| Portfolio | 1M | 3M | 6M ▾ | 1Y | |
| Technology |
-5.78% | +12.21% | +46.18% | +48.04% | |
| US Stocks |
-3.54% | +9.24% | +33.25% | +14.90% | |
| Emerging Markets |
-1.01% | +10.25% | +29.94% | +10.81% | |
| World Developed Stocks |
-2.92% | +8.35% | +29.67% | +10.11% | |
| Warren Buffett |
-3.36% | +8.81% | +29.12% | +15.68% | |
| Second Grader's Starter Paul Farrell |
-2.68% | +7.54% | +27.11% | +10.88% | |
| Robo Advisor 100 Betterment |
-2.69% | +7.13% | +26.89% | +4.11% | |
| Edge Select Aggressive Merrill Lynch |
-2.70% | +7.65% | +26.53% | +12.57% | |
| Robo Advisor 90 Betterment |
-2.35% | +6.83% | +25.11% | +4.80% | |
| Ultimate Buy and Hold Strategy Paul Merriman |
-2.66% | +6.08% | +24.93% | -1.54% | |
| Simple Path to Wealth JL Collins |
-2.70% | +6.87% | +24.61% | +13.14% | |
| Mid-Twenties Burton Malkiel |
-2.25% | +6.81% | +24.45% | +6.88% | |
| Four Funds Bogleheads |
-2.35% | +6.85% | +24.16% | +10.46% | |
| Late Thirties to Early Forties Burton Malkiel |
-2.17% | +6.73% | +24.01% | +6.78% | |
| Three Funds Bogleheads |
-2.33% | +6.58% | +23.75% | +10.17% | |
| Core Four Rick Ferri |
-2.36% | +6.14% | +22.89% | +8.53% | |
| Mid-Fifties Burton Malkiel |
-2.05% | +6.24% | +22.71% | +5.91% | |
| European Stocks |
-3.10% | +4.77% | +22.67% | +0.26% | |
| Robo Advisor 80 Betterment |
-2.07% | +6.14% | +22.60% | +4.89% | |
| Edge Select Moderately Aggressive Merrill Lynch |
-2.29% | +6.45% | +22.26% | +11.93% | |
| Robust Alpha Architect |
-1.85% | +6.17% | +21.14% | +2.66% | |
| Margaritaville Scott Burns |
-1.89% | +6.17% | +20.68% | +9.82% | |
| Gone Fishin' Portfolio Alexander Green |
-2.24% | +5.55% | +20.00% | +5.45% | |
| Late Sixties and Beyond Burton Malkiel |
-1.83% | +5.44% | +19.97% | +4.76% | |
| Stocks/Bonds 60/40 |
-2.18% | +5.50% | +19.97% | +12.02% | |
| Gold |
-4.17% | +5.83% | +19.64% | +27.54% | |
| Family Taxable Portfolio Ted Aronson |
-1.76% | +5.43% | +19.54% | +7.00% | |
| No Brainer Portfolio Bill Bernstein |
-2.47% | +4.93% | +19.37% | +4.25% | |
| Couch Potato Scott Burns |
-1.96% | +5.89% | +18.91% | +12.63% | |
| Dimensional 2030 Retirement Income DFA |
-1.69% | +5.70% | +18.32% | +10.37% | |
| Lazy Portfolio David Swensen |
-1.93% | +4.94% | +18.06% | +5.59% | |
| Ivy Portfolio Mebane Faber |
-2.35% | +4.25% | +17.91% | -2.98% | |
| Five Asset Roger Gibson |
-2.20% | +4.70% | +17.90% | -0.01% | |
| Edge Select Moderate Merrill Lynch |
-1.81% | +5.00% | +17.59% | +10.46% | |
| Yale Endowment David Swensen |
-1.79% | +4.69% | +17.30% | +6.87% | |
| Talmud Portfolio Roger Gibson |
-2.09% | +3.62% | +16.47% | +3.12% | |
| Andrew Tobias Portfolio Andrew Tobias |
-1.89% | +4.53% | +16.45% | +6.42% | |
| Pinwheel |
-2.26% | +4.12% | +16.41% | +3.77% | |
| Robo Advisor 50 Betterment |
-1.37% | +4.07% | +15.70% | +4.68% | |
| Dynamic 40/60 Income |
-1.39% | +4.42% | +15.14% | +4.83% | |
| Ideal Index Frank Armstrong |
-1.84% | +3.69% | +15.02% | +0.61% | |
| Coward's Portfolio Bill Bernstein |
-1.81% | +3.62% | +14.88% | +2.60% | |
| Aggressive Global Income |
-2.63% | +2.97% | +14.76% | -8.18% | |
| Dynamic 60/40 Income |
-1.48% | +4.27% | +14.74% | +1.84% | |
| Coffee House Bill Schultheis |
-1.92% | +2.93% | +14.43% | +1.11% | |
| Stocks/Bonds 40/60 |
-1.50% | +3.73% | +14.32% | +10.45% | |
| 7Twelve Portfolio Craig Israelsen |
-1.85% | +3.62% | +14.27% | -1.48% | |
| Sandwich Portfolio Bob Clyatt |
-1.38% | +4.15% | +14.01% | +6.76% | |
| High Yield Bonds Income |
-1.10% | +2.93% | +13.82% | +3.46% | |
| Lifepath Fund iShares |
-1.33% | +3.50% | +13.34% | +8.58% | |
| Edge Select Moderately Conservative Merrill Lynch |
-1.27% | +3.75% | +13.22% | +9.10% | |
| Ultimate Buy&Hold FundAdvice |
-1.47% | +3.43% | +13.15% | +1.25% | |
| Golden Butterfly |
-2.31% | +3.38% | +13.05% | +9.61% | |
| Simple Money Portfolio Tim Maurer |
-1.62% | +3.11% | +12.79% | +1.48% | |
| Big Rocks Portfolio Larry Swedroe |
-1.81% | +2.98% | +12.48% | -0.24% | |
| Permanent Portfolio Harry Browne |
-1.82% | +3.59% | +11.41% | +15.09% | |
| Rob Arnott Portfolio Rob Arnott |
-0.95% | +2.83% | +11.32% | +4.69% | |
| Desert Portfolio Gyroscopic Investing |
-1.50% | +3.32% | +10.63% | +11.64% | |
| Permanent Portfolio Paul Boyer |
-1.57% | +2.98% | +10.11% | +12.42% | |
| All Weather Portfolio Ray Dalio |
-1.26% | +3.13% | +10.00% | +12.43% | |
| Dimensional Retirement Income Fund DFA |
-0.82% | +3.10% | +8.94% | +7.20% | |
| Edge Select Conservative Merrill Lynch |
-0.61% | +1.96% | +7.10% | +5.03% | |
| Robo Advisor 20 Betterment |
-0.55% | +1.72% | +6.50% | +4.26% | |
| Larry Portfolio Larry Swedroe |
-0.66% | +1.59% | +6.18% | +3.43% | |
| Conservative Income Charles Schwab |
-0.25% | +1.06% | +4.78% | +4.37% | |
| Robo Advisor 10 Betterment |
-0.27% | +0.92% | +3.46% | +4.07% | |
| 10-year Treasury |
+0.33% | +0.20% | +0.85% | +9.85% | |
| Robo Advisor 0 Betterment |
0.00% | +0.13% | +0.63% | +3.74% | |
| Short Term Treasury |
0.00% | +0.07% | +0.29% | +3.45% | |