Last Update - May 2020

In the last 6 months, the Lazy Portfolio with the best perfomance is Gold Portfolio, with a +18.17% 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 +18.17%
TLT iShares 20+ Year Treasury Bond Fixed Income +17.58%
QQQ Invesco QQQ Trust Stocks +14.27%
GLTR Aberdeen Standard Physical Precious Metals Basket Shares Commodities +12.03%
IEF iShares 7-10 Year Treasury Bond Fixed Income +10.13%

Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.

Portfolio Risk:
Returns - May 2020
Portfolio 1M 3M 6M  ▾ 1Y
Gold
+2.59% +9.79% +18.17% +32.09%
Technology
+6.60% +13.63% +14.27% +35.30%
10-year Treasury
+0.33% +4.35% +10.13% +13.97%
Permanent Portfolio
Harry Browne
+1.30% +4.72% +8.51% +18.18%
Permanent Portfolio
Paul Boyer
+0.84% +2.78% +6.55% +14.50%
All Weather Portfolio
Ray Dalio
+1.40% +2.88% +6.35% +15.79%
Desert Portfolio
Gyroscopic Investing
+1.91% +3.57% +5.08% +12.46%
Robo Advisor 0
Betterment
+0.05% +1.51% +3.25% +4.73%
Short Term Treasury
-0.08% +1.44% +3.08% +4.44%
Conservative Income
Charles Schwab
+0.67% +0.47% +2.50% +5.88%
Golden Butterfly
+1.46% +1.92% +2.46% +12.77%
Stocks/Bonds 40/60
+2.38% +2.22% +2.38% +10.94%
Robo Advisor 10
Betterment
+0.63% +0.81% +1.92% +4.76%
Dimensional Retirement Income Fund
DFA
+1.31% +0.83% +1.53% +5.69%
Couch Potato
Scott Burns
+2.84% +2.24% +1.37% +10.26%
Edge Select Moderately Conservative
Merrill Lynch
+2.38% +1.12% +1.21% +8.73%
Edge Select Conservative
Merrill Lynch
+1.32% +0.51% +0.90% +6.09%
Lifepath Fund
iShares
+2.18% +1.01% +0.89% +8.41%
Stocks/Bonds 60/40
+3.32% +2.36% +0.66% +11.24%
Robo Advisor 20
Betterment
+1.24% +0.05% +0.49% +4.63%
Edge Select Moderate
Merrill Lynch
+3.06% +0.97% -0.17% +8.66%
Simple Path to Wealth
JL Collins
+4.07% +2.47% -0.68% +11.34%
Dimensional 2030 Retirement Income
DFA
+2.91% +0.82% -0.76% +7.47%
Larry Portfolio
Larry Swedroe
+1.06% -0.59% -0.77% +3.98%
Warren Buffett
+4.57% +3.60% -1.05% +12.71%
Rob Arnott Portfolio
Rob Arnott
+2.07% -1.41% -1.11% +5.62%
High Yield Bonds Income
+3.47% -3.39% -1.24% +5.09%
Edge Select Moderately Aggressive
Merrill Lynch
+3.72% +0.92% -1.48% +8.55%
Dynamic 40/60 Income
+3.18% -1.27% -1.68% +4.31%
Sandwich Portfolio
Bob Clyatt
+2.59% -0.02% -1.87% +5.49%
Yale Endowment
David Swensen
+2.46% -0.88% -2.37% +6.94%
Margaritaville
Scott Burns
+3.41% -0.06% -2.63% +6.05%
US Stocks
+5.40% +2.65% -2.97% +11.28%
Edge Select Aggressive
Merrill Lynch
+4.28% +0.57% -3.14% +7.79%
Three Funds
Bogleheads
+4.10% +0.26% -3.46% +7.08%
Four Funds
Bogleheads
+4.10% +0.25% -3.50% +6.91%
Andrew Tobias Portfolio
Andrew Tobias
+3.35% +0.06% -3.64% +4.85%
Robo Advisor 50
Betterment
+2.93% -1.85% -3.68% +3.71%
Core Four
Rick Ferri
+3.87% -0.35% -4.01% +6.36%
Talmud Portfolio
Roger Gibson
+2.51% -1.92% -4.12% +4.79%
Lazy Portfolio
David Swensen
+2.83% -1.60% -4.12% +4.18%
Dynamic 60/40 Income
+2.32% -2.20% -4.19% +2.57%
Family Taxable Portfolio
Ted Aronson
+3.16% -1.00% -4.22% +4.92%
Second Grader's Starter
Paul Farrell
+4.64% +0.31% -4.39% +7.07%
Pinwheel
+2.61% -2.06% -4.95% +3.32%
Late Sixties and Beyond
Burton Malkiel
+3.53% -2.16% -5.20% +3.71%
Gone Fishin' Portfolio
Alexander Green
+3.61% -2.31% -5.45% +3.13%
Coward's Portfolio
Bill Bernstein
+2.49% -1.93% -5.55% +2.87%
Mid-Fifties
Burton Malkiel
+3.93% -2.16% -5.85% +3.57%
Coffee House
Bill Schultheis
+2.24% -2.57% -5.88% +2.64%
Simple Money Portfolio
Tim Maurer
+2.81% -2.03% -5.89% +1.64%
Late Thirties to Early Forties
Burton Malkiel
+4.06% -1.94% -6.07% +3.58%
Mid-Twenties
Burton Malkiel
+4.11% -2.05% -6.34% +3.30%
Ultimate Buy&Hold
FundAdvice
+2.35% -3.00% -6.44% +0.37%
World Developed Stocks
+5.21% -1.02% -6.48% +5.01%
No Brainer Portfolio
Bill Bernstein
+3.35% -1.93% -6.75% +2.27%
Big Rocks Portfolio
Larry Swedroe
+2.11% -3.02% -7.23% 0.00%
Robo Advisor 80
Betterment
+3.85% -2.52% -7.31% +2.10%
Robust
Alpha Architect
+5.50% -2.68% -7.50% +0.37%
Ideal Index
Frank Armstrong
+2.56% -3.37% -7.81% -0.16%
Robo Advisor 90
Betterment
+4.20% -2.79% -8.62% +1.42%
7Twelve Portfolio
Craig Israelsen
+3.91% -5.21% -9.11% -3.33%
Five Asset
Roger Gibson
+3.81% -4.83% -9.17% -2.21%
Emerging Markets
+2.97% -6.89% -9.43% -4.64%
Robo Advisor 100
Betterment
+4.54% -3.10% -10.08% +0.57%
Ivy Portfolio
Mebane Faber
+4.63% -6.92% -11.55% -4.73%
European Stocks
+5.84% -6.10% -12.46% -3.79%
Ultimate Buy and Hold Strategy
Paul Merriman
+4.32% -6.21% -13.74% -4.15%
Aggressive Global Income
+2.31% -7.14% -14.02% -5.77%
Share this page