Last Update - Jun 2021

In the last 6 months, the Lazy Portfolio with the best perfomance is Paul Merriman Ultimate Buy and Hold Strategy Portfolio, with a +15.76% 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
DBC Invesco DB Commodity Tracking Commodities +30.95%
GSG iShares S&P GSCI Commodity Indexed Trust Commodities +30.49%
IJS iShares S&P Small-Cap 600 Value Stocks +30.41%
IJR iShares Core S&P Small-Cap Stocks +23.52%
VNQ Vanguard Real Estate Stocks +21.41%

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

Portfolio Risk:
Returns - Jun 2021
Portfolio 1M 3M 6M  ▾ 1Y
Ultimate Buy and Hold Strategy
Paul Merriman
-0.19% +5.61% +15.76% +44.70%
US Stocks
+2.48% +8.13% +15.21% +44.42%
Five Asset
Roger Gibson
+1.86% +8.71% +15.09% +33.34%
Ivy Portfolio
Mebane Faber
+2.01% +8.67% +15.02% +32.93%
Robo Advisor 100
Betterment
+0.36% +5.99% +13.89% +42.58%
Warren Buffett
+2.40% +7.85% +13.46% +37.72%
European Stocks
-1.39% +7.92% +13.35% +38.18%
Technology
+6.26% +11.19% +13.24% +43.75%
All Country World Stocks
+1.18% +7.02% +12.76% +41.12%
Robo Advisor 90
Betterment
+0.42% +5.69% +12.56% +38.80%
7Twelve Portfolio
Craig Israelsen
+1.36% +6.38% +12.37% +28.63%
Aggressive Global Income
-1.05% +3.70% +12.33% +30.83%
No Brainer Portfolio
Bill Bernstein
+0.60% +4.62% +12.03% +34.42%
Second Grader's Starter
Paul Farrell
+1.45% +6.72% +11.88% +36.93%
Stocks/Bonds 80/20
+2.20% +6.99% +11.81% +34.33%
Talmud Portfolio
Roger Gibson
+2.07% +7.42% +11.61% +25.12%
Edge Select Aggressive
Merrill Lynch
+1.55% +6.29% +11.05% +34.94%
Ideal Index
Frank Armstrong
+0.10% +4.34% +11.03% +29.23%
Mid-Twenties
Burton Malkiel
+1.24% +6.42% +11.01% +34.17%
Core Four
Rick Ferri
+1.49% +6.59% +11.00% +31.79%
Coffee House
Bill Schultheis
+0.64% +4.88% +10.98% +26.72%
Simple Path to Wealth
JL Collins
+2.13% +6.69% +10.96% +31.89%
Robo Advisor 80
Betterment
+0.44% +5.28% +10.92% +34.02%
Robust
Alpha Architect
+1.26% +5.91% +10.79% +32.06%
Big Rocks Portfolio
Larry Swedroe
-0.03% +3.61% +10.77% +26.51%
Late Thirties to Early Forties
Burton Malkiel
+1.21% +6.36% +10.70% +33.21%
Lazy Portfolio
David Swensen
+1.39% +6.47% +10.66% +27.42%
Four Funds
Bogleheads
+1.28% +6.24% +10.51% +32.74%
Developed World ex-US Stocks
-0.93% +5.74% +10.51% +36.44%
Mid-Fifties
Burton Malkiel
+1.21% +6.35% +10.21% +31.00%
Coward's Portfolio
Bill Bernstein
+0.48% +4.32% +10.20% +26.64%
Three Funds
Bogleheads
+1.29% +6.13% +10.18% +31.94%
All Country World 80/20
+1.09% +6.02% +9.84% +32.06%
Yale Endowment
David Swensen
+1.90% +7.44% +9.82% +25.31%
Pinwheel
-0.02% +5.23% +9.74% +25.98%
Gone Fishin' Portfolio
Alexander Green
+0.45% +4.75% +9.46% +30.63%
Ultimate Buy&Hold
FundAdvice
-0.05% +3.92% +9.36% +24.57%
Late Sixties and Beyond
Burton Malkiel
+1.17% +6.09% +9.31% +27.07%
Family Taxable Portfolio
Ted Aronson
+1.08% +4.83% +9.29% +30.71%
Simple Money Portfolio
Tim Maurer
-0.62% +3.22% +8.96% +24.58%
Margaritaville
Scott Burns
+0.94% +5.64% +8.88% +28.01%
Edge Select Moderately Aggressive
Merrill Lynch
+1.49% +5.61% +8.87% +28.31%
Dynamic 60/40 Income
+1.64% +5.22% +8.66% +21.66%
Stocks/Bonds 60/40
+1.90% +5.80% +8.41% +24.81%
Couch Potato
Scott Burns
+1.65% +5.77% +8.34% +23.99%
Andrew Tobias Portfolio
Andrew Tobias
+0.44% +4.58% +8.22% +24.45%
Developed World ex-US 80/20
-0.70% +4.69% +7.99% +28.18%
Dimensional 2030 Retirement Income
DFA
+1.10% +5.16% +7.58% +23.68%
Sandwich Portfolio
Bob Clyatt
+0.53% +4.03% +7.28% +21.43%
Emerging Markets Stocks
+0.95% +3.84% +7.20% +39.95%
All Country World 60/40
+1.00% +4.98% +6.92% +23.52%
Edge Select Moderate
Merrill Lynch
+1.32% +4.70% +6.65% +21.70%
Rob Arnott Portfolio
Rob Arnott
+1.88% +6.22% +6.29% +15.24%
Golden Butterfly
-0.29% +4.72% +6.09% +17.56%
Robo Advisor 50
Betterment
+0.50% +4.01% +6.06% +20.50%
Developed World ex-US 60/40
-0.45% +3.61% +5.46% +20.44%
Stocks/Bonds 40/60
+1.59% +4.56% +5.01% +15.84%
Lifepath Fund
iShares
+1.08% +4.25% +4.95% +15.82%
Larry Portfolio
Larry Swedroe
-0.24% +2.00% +4.89% +12.89%
GAA Global Asset Allocation
Meb Faber
+1.44% +5.92% +4.88% +15.75%
Edge Select Moderately Conservative
Merrill Lynch
+1.12% +3.70% +4.24% +14.99%
Dynamic 40/60 Income
+1.27% +3.66% +4.09% +16.07%
All Country World 40/60
+0.91% +3.91% +4.00% +15.47%
Dimensional Retirement Income Fund
DFA
+0.33% +2.99% +3.58% +10.86%
Developed World ex-US 40/60
-0.19% +2.49% +2.94% +13.19%
All Weather Portfolio
Ray Dalio
+2.21% +6.90% +2.93% +9.97%
Desert Portfolio
Gyroscopic Investing
+0.04% +3.32% +2.92% +10.89%
Edge Select Conservative
Merrill Lynch
+0.47% +2.07% +2.34% +8.40%
Robo Advisor 20
Betterment
+0.15% +1.75% +2.20% +7.90%
Stocks/Bonds 20/80
+1.25% +3.27% +1.62% +7.38%
All Country World 20/80
+0.81% +2.80% +1.08% +7.86%
Robo Advisor 10
Betterment
0.00% +0.88% +0.99% +3.86%
Conservative Income
Charles Schwab
+0.74% +2.11% +0.69% +3.25%
Developed World ex-US 20/80
+0.08% +1.35% +0.41% +6.38%
High Yield Bonds Income
+1.83% +3.58% +0.30% +9.21%
Paul Boyer Permanent Portfolio
Paul Boyer
-0.67% +3.55% +0.05% +7.61%
Permanent Portfolio
Harry Browne
-0.12% +4.67% +0.03% +6.56%
Short Term Treasury
-0.17% -0.05% -0.14% -0.06%
Robo Advisor 0
Betterment
-0.18% +0.01% -0.19% +0.01%
Total Bond US
+0.90% +1.93% -1.78% -0.59%
All Country World Bonds
+0.71% +1.65% -1.84% +0.67%
Total Bond Developed World ex-US
+0.37% +0.18% -2.12% -0.01%
10-year Treasury
+1.02% +2.47% -3.41% -4.45%
Gold
-7.15% +3.54% -7.14% -1.04%
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