With a Lazy Portfolio, you can invest in stocks and bonds of the US area.
Based on the risk you want to face and following the time horizon you have set, you can choose the best mix of stocks and bonds.
Choose your Lazy Portfolio, and implement it with ETFs.
Click on column header to sort table.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Oct 2023.
Waiting for updates, inflation of Nov 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.35%
, 5Y: 4.07%
, 10Y: 2.82%
, 30Y: 2.52%
Portfolio returns are updated to 30 November 2023.
Portfolio returns are updated to 30 November 2023.
Live Dec 2023 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 November 2023.
High values of Standard Deviation mean high fluctuations in prices.
Data are updated to 30 November 2023.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 November 2023.
Low Risk Portfolios usually grant less severe drawdowns.
Data are updated to 30 November 2023.
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Oct 2023.
Waiting for updates, inflation of Nov 2023 is set to 0%.
2023: 3.66%, 2022: 6.45%, 2021: 7.04%, 2020: 1.36%
For further details about Dividends, click here.
For further details about Dividends, click here.
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% Allocation |
Ann. Return (%) - Nov 30, 2023 |
Chg (%) |
Return (%) |
St.Dev. (%) |
Ann. Return / St.Dev. |
Max Drawdown (%) |
Return / Drawdown |
Ulcer Index |
YTD(%) |
Yearly Returns (%) |
||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio | #ETF | Stocks | Bonds | Comm | 1Y | 5Y | 10Y | 30Y ▾ | Daily | Time(ET) | Dec 2023 | Nov 2023 | 1Y | 5Y | 10Y | 30Y | 1Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 5Y | 10Y | 30Y | 2023 | 2022 | 2021 | 2020 | 2023 | 2022 | 2021 | 2020 | |
US Stocks | 1 | 100 | 0 | 0 |
12.72
|
11.71
|
11.16
|
9.90
|
0.84 | Dec 01 2023 | 0.84 | 9.42 | 16.21 | 19.38 | 15.49 | 15.52 | 0.78 | 0.60 | 0.72 | 0.64 | -24.81 | -24.81 | -50.84 | 0.47 | 0.45 | 0.19 | 9.20 | 6.95 | 14.32 |
19.72
|
-19.51
|
25.67
|
21.03
|
1.27 | 1.33 | 1.51 | 1.71 | |
Stocks/Bonds 80/20 | 2 | 80 | 20 | 0 |
10.54
|
9.65
|
9.29
|
9.02
|
0.84 | Dec 01 2023 | 0.84 | 8.53 | 14.32 | 16.06 | 12.74 | 12.49 | 0.74 | 0.60 | 0.73 | 0.72 | -22.75 | -22.75 | -41.09 | 0.42 | 0.41 | 0.22 | 8.49 | 6.31 | 10.41 |
16.13
|
-18.23
|
20.16
|
18.36
|
1.49 | 1.51 | 1.62 | 1.87 | |
Stocks/Bonds 60/40 | 2 | 60 | 40 | 0 |
8.27
|
7.53
|
7.37
|
7.99
|
0.83 | Dec 01 2023 | 0.83 | 7.60 | 12.45 | 12.88 | 10.11 | 9.61 | 0.66 | 0.58 | 0.73 | 0.83 | -20.69 | -20.69 | -30.55 | 0.36 | 0.36 | 0.26 | 7.88 | 5.77 | 6.93 |
12.55
|
-16.95
|
14.66
|
15.70
|
1.71 | 1.69 | 1.73 | 2.04 | |
Stocks/Bonds 40/60 | 2 | 40 | 60 | 0 |
5.92
|
5.34
|
5.41
|
6.83
|
0.83 | Dec 01 2023 | 0.83 | 6.63 | 10.65 | 9.96 | 7.69 | 6.98 | 0.56 | 0.54 | 0.70 | 0.98 | -18.63 | -18.63 | -19.17 | 0.29 | 0.29 | 0.36 | 7.39 | 5.34 | 4.25 |
8.96
|
-15.67
|
9.15
|
13.04
|
1.93 | 1.87 | 1.84 | 2.20 | |
Stocks/Bonds 20/80 | 2 | 20 | 80 | 0 |
3.48
|
3.07
|
3.39
|
5.54
|
0.82 | Dec 01 2023 | 0.82 | 5.61 | 9.00 | 7.52 | 5.73 | 4.90 | 0.39 | 0.41 | 0.59 | 1.13 | -16.57 | -16.57 | -16.57 | 0.19 | 0.20 | 0.33 | 7.05 | 5.05 | 3.18 |
5.38
|
-14.39
|
3.64
|
10.38
|
2.15 | 2.05 | 1.95 | 2.37 | |
Total Bond US | 1 | 0 | 100 | 0 |
0.97
|
0.72
|
1.33
|
4.13
|
0.82 | Dec 01 2023 | 0.82 | 4.54 | 7.63 | 6.14 | 4.80 | 4.21 | 0.13 | 0.12 | 0.28 | 0.98 | -17.28 | -17.28 | -17.28 | 0.04 | 0.08 | 0.24 | 8.01 | 5.78 | 3.54 |
1.79
|
-13.11
|
-1.86
|
7.71
|
2.37 | 2.23 | 2.06 | 2.53 |
Returns and KPIs are calculated on the hypothesis of:
- a yearly rebalancing of the portfolios (at the beginning of the year)
- the reinvestment of dividends
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