Balanced Lazy Portfolios: US area

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 Jun 2024. Current inflation (annualized) is 1Y: 2.98% , 5Y: 4.17% , 10Y: 2.81% , 30Y: 2.53%
Portfolio returns are updated to 30 June 2024.
Live Jul 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
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 June 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 June 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jun 2024. 2024: 1.40%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
For further details about Dividends, click here.
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% Allocation
Ann. Return (%) - Jun 30, 2024
Chg (%)
Return (%)
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
Ulcer Index
YTD(%)
Yearly Returns (%)
Portfolio Author #ETF Stocks Bonds Comm 1Y 5Y 10Y 30Y Daily Time(ET) Jul 2024 Jun 2024 1Y 5Y 10Y 30Y 1Y 5Y 10Y 30Y 5Y 10Y 30Y 5Y 10Y 30Y 5Y 10Y 30Y 2024 2023 2022 2021 2024 2023 2022 2021
US Stocks 1 100 0 0
23.27
14.05
12.10
10.66
-0.87 04:00PM, Jul 18 2024 1.96 3.08 14.62 18.42 15.64 15.56 1.59 0.76 0.77 0.68 -24.81 -24.81 -50.84 0.57 0.49 0.21 9.11 6.95 14.30
13.57
26.05
-19.51
25.67
0.70 1.80 1.33 1.51
Stocks/Bonds 80/20 2 80 20 0
19.13
11.29
10.02
9.67
-0.75 04:00PM, Jul 18 2024 1.87 2.68 13.09 15.40 12.91 12.52 1.46 0.73 0.78 0.77 -22.75 -22.75 -41.09 0.50 0.44 0.24 8.43 6.32 10.39
10.74
21.92
-18.23
20.16
0.85 2.08 1.51 1.62
Stocks/Bonds 60/40 2 60 40 0
14.98
8.48
7.91
8.54
-0.63 04:00PM, Jul 18 2024 1.78 2.26 11.55 12.54 10.30 9.64 1.30 0.68 0.77 0.89 -20.69 -20.69 -30.55 0.41 0.38 0.28 7.86 5.78 6.90
7.91
17.79
-16.95
14.66
1.01 2.36 1.69 1.73
Stocks/Bonds 40/60 2 40 60 0
10.84
5.62
5.75
7.27
-0.50 04:00PM, Jul 18 2024 1.69 1.82 10.04 9.93 7.91 7.00 1.08 0.57 0.73 1.04 -18.63 -18.63 -19.17 0.30 0.31 0.38 7.44 5.38 4.21
5.08
13.67
-15.67
9.15
1.16 2.64 1.87 1.84
Stocks/Bonds 20/80 2 20 80 0
6.70
2.71
3.55
5.87
-0.38 04:00PM, Jul 18 2024 1.60 1.36 8.60 7.73 5.96 4.93 0.78 0.35 0.60 1.19 -16.57 -16.57 -16.57 0.16 0.21 0.35 7.33 5.24 3.20
2.25
9.54
-14.39
3.64
1.32 2.92 2.05 1.95
Total Bond US 1 0 100 0
2.56
-0.26
1.31
4.34
-0.26 04:00PM, Jul 18 2024 1.50 0.88 7.32 6.33 5.00 4.24 0.35 -0.04 0.26 1.02 -17.28 -17.28 -17.28 -0.02 0.08 0.25 8.88 6.39 3.81
-0.58
5.41
-13.11
-1.86
1.48 3.20 2.23 2.06
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
Returns refer to investiments in US Dollars.
Return / Risk Charts: