Last Update - Dec 2021

In the last 6 months, the Lazy Portfolio with the best perfomance is Roger Gibson Talmud Portfolio 2x Leveraged, with a +20.21% 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
^BTC Bitcoin Commodities +32.88%
URE ProShares Ultra Real Estate Stocks +31.70%
SSO ProShares Ultra S&P 500 Stocks +22.69%
VNQ Vanguard Real Estate Stocks +15.74%
QQQ Invesco QQQ Trust Stocks +12.52%

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

Risk Filter:
Returns (%) - Dec 2021
Portfolio 1M 3M 6M  ▾ 1Y
Talmud Portfolio 2x Leveraged
Roger Gibson
10.23 19.39 20.21 46.68
Stocks/Bonds 60/40 2x Leveraged
5.61 14.92 15.11 33.12
Technology
1.15 11.29 12.52 27.42
All Weather Portfolio 2x Leveraged
Ray Dalio
2.25 11.59 10.85 19.72
Stocks/Bonds 40/60 2x Leveraged
3.59 10.52 10.52 19.46
US Stocks ESG
3.96 10.12 10.23 26.20
Warren Buffett Portfolio
Warren Buffett
3.80 9.42 9.81 24.59
US Stocks
3.79 9.11 9.08 25.67
Talmud Portfolio
Roger Gibson
4.80 8.59 8.81 21.44
Cape US Sector Value
Robert Shiller
4.60 8.02 8.59 27.80
Desert Portfolio 2x Leveraged
Gyroscopic Investing
3.10 8.81 8.50 12.18
Simplified Permanent Portfolio 2x Leveraged
3.52 8.64 7.94 8.10
Stocks/Bonds 80/20
3.10 7.50 7.47 20.16
Simple Path to Wealth
JL Collins
2.91 7.09 7.05 18.79
Yale Endowment
David Swensen
3.89 7.30 7.03 17.53
Couch Potato
Scott Burns
2.21 5.94 6.77 15.67
Five Asset
Roger Gibson
5.01 6.04 6.67 22.77
Golden Butterfly 2x Leveraged
4.77 8.96 6.39 16.84
Stocks/Bonds 60/40 ESG
2.46 6.42 6.39 14.84
Marc Faber Portfolio
Marc Faber
4.52 6.87 6.38 12.98
Stocks/Bonds 60/40 with Bitcoin
1.60 5.82 6.38 15.60
Ivy Portfolio
Mebane Faber
5.14 5.69 6.31 22.27
Jane Bryant Quinn's Portfolio
Jane Bryant Quinn
3.53 6.24 6.11 16.85
Dynamic 60/40 Income
4.07 5.91 6.09 15.27
Lazy Portfolio
David Swensen
4.00 6.63 6.03 17.34
Stocks/Bonds 60/40
2.35 5.80 5.76 14.66
All Weather Portfolio with Bitcoin
Ray Dalio
0.53 4.56 5.64 8.91
Late Sixties and Beyond
Burton Malkiel
4.34 6.70 5.58 15.40
Core Four
Rick Ferri
3.59 6.35 5.56 17.18
US Stocks Momentum
-0.91 5.66 5.47 7.72
Second Grader's Starter
Paul Farrell
3.41 6.24 5.20 17.70
Mid-Fifties
Burton Malkiel
4.28 6.53 5.03 15.75
All Weather Portfolio
Ray Dalio
1.37 4.47 5.00 8.08
All Country World Stocks
3.81 6.30 4.89 18.27
Permanent Portfolio with Bitcoin
Harry Browne
0.57 4.35 4.87 5.47
Four Funds
Bogleheads
3.08 5.58 4.70 15.70
Late Thirties to Early Forties
Burton Malkiel
4.13 6.33 4.64 15.84
Stocks/Bonds 40/60 with Bitcoin
0.77 4.02 4.58 10.09
Rob Arnott Portfolio
Rob Arnott
2.51 3.97 4.46 11.04
Robust
Alpha Architect
3.25 4.43 4.44 15.71
Dimensional 2030 Retirement Income
DFA
2.31 4.66 4.44 12.36
Mid-Twenties
Burton Malkiel
4.07 6.19 4.41 15.90
Three Funds
Bogleheads
3.04 5.37 4.33 14.95
Stocks/Bonds 40/60 ESG
1.61 4.40 4.29 9.16
Edge Select Aggressive
Merrill Lynch
3.02 5.75 4.22 15.74
Aggressive Global Income
5.03 5.76 4.22 17.07
Permanent Portfolio
Harry Browne
1.38 4.30 4.17 4.21
US Inflation Protection
0.40 2.39 4.14 5.67
Vanguard LifeStrategy Growth Fund
Vanguard
3.01 5.22 4.11 14.57
Margaritaville
Scott Burns
2.69 4.68 4.09 13.33
All Country World 80/20
3.12 5.16 3.98 14.21
Stocks/Bonds 40/60
1.54 3.98 3.94 9.15
Coffee House
Bill Schultheis
3.50 5.03 3.84 15.24
Golden Butterfly with Bitcoin
1.19 4.24 3.73 10.61
Edge Select Moderately Aggressive
Merrill Lynch
2.54 4.89 3.69 12.88
GAA Global Asset Allocation
Mebane Faber
2.28 3.92 3.63 8.69
Robo Advisor 100
Betterment
4.18 5.66 3.63 18.02
Andrew Tobias Portfolio
Andrew Tobias
2.77 4.01 3.62 12.14
7Twelve Portfolio
Craig Israelsen
3.81 3.65 3.59 16.41
Pinwheel
3.81 5.01 3.46 13.53
Desert Portfolio with Bitcoin
Gyroscopic Investing
0.59 2.97 3.45 7.03
Simplified Permanent Portfolio
1.62 3.62 3.39 3.72
Dimensional Retirement Income Fund
DFA
1.12 2.55 3.34 7.04
Stocks/Bonds 60/40 Momentum
-0.69 3.43 3.30 3.88
Gold
3.30 4.10 3.22 -4.15
Vanguard LifeStrategy Moderate Growth
Vanguard
2.22 4.00 3.14 10.43
European Stocks
5.20 5.08 3.11 16.88
Ultimate Buy and Hold Strategy
Paul Merriman
5.13 5.03 3.11 19.37
Robo Advisor 90
Betterment
3.79 5.10 3.09 16.04
Golden Butterfly
1.99 4.19 3.07 9.35
All Country World 60/40
2.39 3.97 3.01 10.14
No Brainer Portfolio
Bill Bernstein
3.17 4.56 3.00 15.39
Coward's Portfolio
Bill Bernstein
3.13 4.27 2.96 13.47
Developed World ex-US Stocks Momentum
4.49 4.57 2.95 6.60
Lifepath Fund
iShares
1.72 3.35 2.95 8.05
Edge Select Moderate
Merrill Lynch
2.01 3.77 2.82 9.66
Desert Portfolio
Gyroscopic Investing
1.39 2.91 2.76 5.76
Robo Advisor 80
Betterment
3.40 4.57 2.72 13.94
Ideal Index
Frank Armstrong
3.67 4.27 2.66 13.98
Big Rocks Portfolio
Larry Swedroe
3.27 3.75 2.54 13.59
Dynamic 40/60 Income
2.34 2.73 2.53 6.72
Sandwich Portfolio
Bob Clyatt
2.45 3.33 2.42 9.88
Family Taxable Portfolio
Ted Aronson
2.70 3.89 2.42 11.93
Stocks/Bonds 40/60 Momentum
-0.57 2.29 2.19 1.97
Vanguard LifeStrategy Conservative Growth
Vanguard
1.39 2.72 2.12 6.29
Edge Select Moderately Conservative
Merrill Lynch
1.40 2.71 2.11 6.44
All Country World 40/60
1.61 2.71 2.00 6.07
Stocks/Bonds 20/80
0.65 2.04 1.99 3.64
Ultimate Buy&Hold
FundAdvice
3.23 3.06 1.95 11.49
Gone Fishin' Portfolio
Alexander Green
3.28 3.90 1.94 11.58
Robo Advisor 50
Betterment
2.25 3.00 1.78 7.95
Developed World ex-US 60/40 Momentum
2.44 2.74 1.75 3.05
Conservative Income
Charles Schwab
0.69 1.38 1.73 2.43
Simple Money Portfolio
Tim Maurer
2.85 2.31 1.38 10.46
Developed World ex-US 40/60 Momentum
1.40 1.79 1.12 1.27
Edge Select Conservative
Merrill Lynch
0.97 1.49 1.10 3.46
Developed World ex-US Stocks
4.34 2.70 1.04 11.67
Vanguard LifeStrategy Income Fund
Vanguard
0.50 1.36 1.04 2.15
All Country World 20/80
0.78 1.39 0.92 2.00
Developed World ex-US 80/20
3.39 2.18 0.82 8.88
Developed World ex-US 60/40
2.41 1.64 0.59 6.09
High Yield Bonds Income
1.50 0.80 0.57 0.88
Paul Boyer Portfolio
Paul Boyer
1.09 2.21 0.46 0.51
Robo Advisor 20
Betterment
0.83 0.90 0.40 2.61
Developed World ex-US 40/60
1.39 1.07 0.35 3.30
Developed World ex-US 20/80
0.34 0.48 0.10 0.51
10-year Treasury
-0.52 0.12 0.08 -3.33
Total Bond US
-0.31 -0.04 -0.08 -1.86
Robo Advisor 10
Betterment
0.31 0.13 -0.11 0.88
Total Bond Developed World ex-US
-0.74 -0.14 -0.17 -2.28
All Country World Bonds
-0.10 -0.01 -0.22 -2.06
Short Term Treasury
-0.21 -0.60 -0.57 -0.72
Robo Advisor 0
Betterment
-0.20 -0.63 -0.60 -0.79
Larry Portfolio
Larry Swedroe
1.02 0.07 -1.41 3.41
Emerging Markets Stocks
1.53 -1.57 -10.09 -3.61
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