A Lazy Portfolio is a collection of investments that requires very little maintenance.
It’s the typical passive investing strategy, for long-term investors, with time horizons of more than 10 years.
Choose your investment style (Classic or Alternative?), pick your Lazy Portfolios and implement them with ETFs.
A Classic Lazy Portfolio contains the main traditional asset classes, with the aim to achieve above-average returns while taking a below-average risk.
A Modern/Alternative Lazy Portfolio can use particular assets/strategies, with the aim of obtaining an extra return.
The first official book of 
Build wealth
with Lazy Portfolios and Passive Investing
with Lazy Portfolios and Passive Investing
Choose your Lazy Portfolio
Consolidated returns as of 30 September 2024
Live Update at Oct 05 2024, 08:57PM Eastern Time
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Aug 2024.
Pending updates, the monthly inflation is set at 0% for the subsequent periods.
Inflation (annualized) is
1Y: 2.22%
, 5Y: 4.14%
, 10Y: 2.84%
, 30Y: 2.51%
Portfolio returns are updated to 30 September 2024.
Portfolio returns are updated to 30 September 2024.
Live Oct 2024 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 September 2024.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 September 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 September 2024.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 September 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Aug 2024.
Pending updates, the monthly inflation is set at 0% for the subsequent periods.
2024: 1.74%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Aug 2024.
Pending updates, the monthly inflation is set at 0% for the subsequent periods.
Inflation (annualized) is
1Y: 2.22%
, 3Y: 4.67%
, 5Y: 4.14%
Portfolio returns are updated to 30 September 2024.
Portfolio returns are updated to 30 September 2024.
Live Oct 2024 Returns are calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
Once consolidated, the returns will be calculated on the actual asset weights.
Portfolio Update time is Eastern Time (ET - America/New York).
Click here for short term returns
Click here for short term returns
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 September 2024.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 September 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 September 2024.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 September 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Aug 2024.
Pending updates, the monthly inflation is set at 0% for the subsequent periods.
2024: 1.74%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
For further details about Dividends, click here.
Swipe left to see all data
The metrics refer to investiments in USD and are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends
The first official book of
Build wealth
with Lazy Portfolios and Passive Investing
with Lazy Portfolios and Passive Investing
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Join the passive investing strategy
Use top metrics to evaluate
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