Last Update - Mar 2021
In the last 6 months, the Lazy Portfolio with the best perfomance is Paul Merriman Ultimate Buy and Hold Strategy Portfolio, with a +29.47% 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 | |
|---|---|---|---|---|
| IJS | iShares S&P Small-Cap 600 Value | Stocks | +65.15% | |
| IJR | iShares Core S&P Small-Cap | Stocks | +55.35% | |
| DES | WisdomTree US SmallCap Dividend ETF | Stocks | +49.52% | |
| IJT | iShares S&P Small-Cap 600 Growth | Stocks | +45.86% | |
| VOE | Vanguard Mid-Cap Value | Stocks | +34.44% |
Lazy Portfolios are ordered by 6 months return. Click on column header to change the sort order.
Returns - Mar 2021 |
|||||
|---|---|---|---|---|---|
| Portfolio | 1M | 3M | 6M ▾ | 1Y | |
| Ultimate Buy and Hold Strategy Paul Merriman |
+3.74% | +9.62% | +29.47% | +60.96% | |
| Robo Advisor 100 Betterment |
+3.30% | +7.45% | +25.41% | +59.30% | |
| Robo Advisor 90 Betterment |
+2.97% | +6.50% | +22.80% | +53.79% | |
| Aggressive Global Income |
+5.08% | +8.32% | +22.52% | +40.61% | |
| No Brainer Portfolio Bill Bernstein |
+2.35% | +7.09% | +22.45% | +46.17% | |
| US Stocks |
+3.65% | +6.54% | +22.26% | +62.90% | |
| Emerging Markets |
-0.73% | +3.23% | +22.24% | +58.83% | |
| European Stocks |
+3.32% | +5.03% | +22.20% | +49.91% | |
| Developed World Stocks |
+2.77% | +4.51% | +21.72% | +50.88% | |
| Robo Advisor 80 Betterment |
+2.57% | +5.36% | +19.82% | +47.03% | |
| Ideal Index Frank Armstrong |
+2.47% | +6.41% | +19.44% | +37.39% | |
| Second Grader's Starter Paul Farrell |
+2.60% | +4.84% | +19.32% | +51.67% | |
| Big Rocks Portfolio Larry Swedroe |
+2.57% | +6.90% | +18.56% | +33.36% | |
| Family Taxable Portfolio Ted Aronson |
+1.41% | +4.25% | +18.26% | +41.37% | |
| Gone Fishin' Portfolio Alexander Green |
+1.71% | +4.49% | +18.15% | +41.78% | |
| Mid-Twenties Burton Malkiel |
+2.44% | +4.31% | +18.04% | +46.90% | |
| Edge Select Aggressive Merrill Lynch |
+2.24% | +4.48% | +17.94% | +49.23% | |
| Robust Alpha Architect |
+1.06% | +4.61% | +17.45% | +42.27% | |
| Coffee House Bill Schultheis |
+2.30% | +5.81% | +17.38% | +34.32% | |
| Late Thirties to Early Forties Burton Malkiel |
+2.49% | +4.09% | +17.36% | +45.53% | |
| Warren Buffett |
+3.59% | +5.20% | +17.35% | +51.53% | |
| Ivy Portfolio Mebane Faber |
+1.42% | +5.85% | +17.34% | +38.35% | |
| Five Asset Roger Gibson |
+1.76% | +5.87% | +17.15% | +38.12% | |
| Coward's Portfolio Bill Bernstein |
+2.37% | +5.64% | +17.15% | +34.59% | |
| Simple Money Portfolio Tim Maurer |
+2.13% | +5.55% | +17.05% | +32.02% | |
| Stocks/Bonds 80/20 |
+2.70% | +4.51% | +16.98% | +47.67% | |
| Four Funds Bogleheads |
+2.22% | +4.02% | +16.94% | +45.19% | |
| Developed World 80/20 |
+2.23% | +3.15% | +16.71% | +38.92% | |
| 7Twelve Portfolio Craig Israelsen |
+0.86% | +5.63% | +16.68% | +33.34% | |
| Three Funds Bogleheads |
+2.13% | +3.82% | +16.65% | +44.36% | |
| Core Four Rick Ferri |
+2.36% | +4.14% | +16.49% | +43.15% | |
| Mid-Fifties Burton Malkiel |
+2.48% | +3.62% | +15.94% | +42.27% | |
| Ultimate Buy&Hold FundAdvice |
+2.16% | +5.23% | +15.89% | +31.13% | |
| Simple Path to Wealth JL Collins |
+2.46% | +4.00% | +15.68% | +44.15% | |
| Technology |
+1.71% | +1.84% | +15.21% | +68.41% | |
| Pinwheel |
+2.05% | +4.29% | +14.99% | +33.87% | |
| Margaritaville Scott Burns |
+1.76% | +3.07% | +14.14% | +37.75% | |
| Edge Select Moderately Aggressive Merrill Lynch |
+1.75% | +3.08% | +14.13% | +39.54% | |
| Lazy Portfolio David Swensen |
+2.22% | +3.94% | +14.05% | +34.64% | |
| Andrew Tobias Portfolio Andrew Tobias |
+2.05% | +3.48% | +13.85% | +32.58% | |
| Late Sixties and Beyond Burton Malkiel |
+2.46% | +3.04% | +13.60% | +36.29% | |
| Talmud Portfolio Roger Gibson |
+2.58% | +3.90% | +12.40% | +30.91% | |
| Sandwich Portfolio Bob Clyatt |
+1.34% | +3.12% | +12.07% | +27.78% | |
| Developed World 60/40 |
+1.68% | +1.79% | +11.93% | +28.31% | |
| Stocks/Bonds 60/40 |
+1.74% | +2.47% | +11.82% | +34.16% | |
| Yale Endowment David Swensen |
+1.81% | +2.22% | +11.41% | +30.68% | |
| Dimensional 2030 Retirement Income DFA |
+1.61% | +2.30% | +11.27% | +31.65% | |
| Robo Advisor 50 Betterment |
+1.35% | +1.97% | +11.26% | +28.81% | |
| Dynamic 60/40 Income |
+2.65% | +3.27% | +10.89% | +27.24% | |
| Couch Potato Scott Burns |
+1.73% | +2.43% | +10.70% | +31.63% | |
| Edge Select Moderate Merrill Lynch |
+1.20% | +1.86% | +10.70% | +30.17% | |
| Larry Portfolio Larry Swedroe |
+0.63% | +2.83% | +8.94% | +15.67% | |
| Golden Butterfly |
+0.89% | +1.31% | +8.58% | +22.75% | |
| Developed World 40/60 |
+1.13% | +0.43% | +7.36% | +18.84% | |
| Lifepath Fund iShares |
+0.68% | +0.67% | +7.34% | +21.66% | |
| Dynamic 40/60 Income |
+1.47% | +0.42% | +7.23% | +23.46% | |
| Edge Select Moderately Conservative Merrill Lynch |
+0.73% | +0.52% | +6.88% | +21.00% | |
| Stocks/Bonds 40/60 |
+0.76% | +0.43% | +6.80% | +22.10% | |
| Rob Arnott Portfolio Rob Arnott |
+0.25% | +0.07% | +5.50% | +17.44% | |
| Dimensional Retirement Income Fund DFA |
+0.63% | +0.57% | +4.41% | +13.74% | |
| Robo Advisor 20 Betterment |
+0.45% | +0.44% | +4.23% | +11.04% | |
| Edge Select Conservative Merrill Lynch |
+0.51% | +0.26% | +4.16% | +11.55% | |
| Desert Portfolio Gyroscopic Investing |
+0.53% | -0.39% | +3.87% | +14.91% | |
| Developed World 20/80 |
+0.56% | -0.93% | +2.97% | +10.35% | |
| High Yield Bonds Income |
-0.21% | -3.16% | +2.43% | +16.59% | |
| Robo Advisor 10 Betterment |
+0.18% | +0.11% | +2.01% | +5.55% | |
| Stocks/Bonds 20/80 |
-0.25% | -1.60% | +1.91% | +11.29% | |
| Paul Boyer Permanent Portfolio Paul Boyer |
-1.08% | -3.38% | +0.92% | +11.12% | |
| Conservative Income Charles Schwab |
-0.20% | -1.40% | +0.05% | +4.84% | |
| Short Term Treasury |
-0.06% | -0.09% | -0.07% | +0.21% | |
| Robo Advisor 0 Betterment |
-0.08% | -0.20% | -0.12% | +0.51% | |
| All Weather Portfolio Ray Dalio |
-1.18% | -3.71% | -0.25% | +9.73% | |
| Total Bond Developed World |
-0.01% | -2.29% | -1.22% | +2.68% | |
| Permanent Portfolio Harry Browne |
-0.54% | -4.43% | -1.72% | +9.49% | |
| Total Bond US |
-1.27% | -3.64% | -2.86% | +1.56% | |
| 10-year Treasury |
-2.39% | -5.73% | -6.94% | -6.15% | |
| Gold |
-1.14% | -10.32% | -9.69% | +8.04% | |