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.

Portfolio Risk:
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%
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