Best ETF Portfolio 2008

Period: 01 Jan 2008 - 31 Dec 2008 (12 months).

The best ETF Portfolio of 2008 is:
10-year Treasury Portfolio, with a +17.91% return.

The best Investment Theme of 2008 is:
US Long Term Treasuries, with a +33.93% return.

Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.

2008 - ETF Portfolio Returns

The following table represents Lazy ETF Portfolio 2008 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.

LAZY ETF PORTFOLIOS - 2008 RETURNS AND STATS
Period: 01 Jan 2008 - 31 Dec 2008
ETF Portfolio Author Return ▾ Months
Pos - Neg
10-year Treasury +17.91% 8 - 4
Robo Advisor 0 Betterment +6.99% 10 - 2
Total Bond US +6.86% 8 - 4
Short Term Treasury +6.62% 10 - 2
Gold +4.92% 7 - 5
Sheltered Sam 0/100 Bill Bernstein +3.99% 8 - 4
All Weather Portfolio Ray Dalio +2.38% 8 - 4
All Country World Bonds +2.29% 6 - 6
US Cash +1.59% 9 - 3
Robo Advisor 10 Betterment +1.51% 7 - 5
Paul Boyer Portfolio Paul Boyer +1.32% 5 - 7
Simplified Permanent Portfolio +0.94% 4 - 8
Permanent Portfolio Harry Browne +0.87% 5 - 7
US Inflation Protection +0.04% 7 - 5
Conservative Income Charles Schwab -0.05% 8 - 4
Sheltered Sam 10/90 Bill Bernstein -0.11% 7 - 5
PISI Portfolio Davide Pisicchio -1.41% 6 - 6
Stocks/Bonds 20/80 -1.91% 5 - 7
Total Bond Developed World ex-US -2.35% 5 - 7
Larry Portfolio Larry Swedroe -2.44% 8 - 4
Stocks/Bonds 20/80 Momentum -2.70% 5 - 7
Desert Portfolio Gyroscopic Investing -2.92% 5 - 7
Robo Advisor 20 Betterment -4.00% 6 - 6
Golden Butterfly Tyler -4.18% 6 - 6
Sheltered Sam 20/80 Bill Bernstein -4.20% 7 - 5
LifeStrategy Income Fund Vanguard -4.64% 5 - 7
Ulcer Free Strategy Aim Ways -5.09% 6 - 6
Edge Select Conservative Merrill Lynch -5.32% 5 - 7
All Country World 20/80 -6.88% 5 - 7
Dimensional Retirement Income Fund DFA -7.45% 6 - 6
Sheltered Sam 30/70 Bill Bernstein -8.30% 7 - 5
Gold Pivot Ptf Aim Ways -9.56% 5 - 7
Developed World ex-US 20/80 -10.01% 5 - 7
High Yield Bonds Income -10.54% 5 - 7
Stocks/Bonds 40/60 -10.67% 5 - 7
Rob Arnott Portfolio Rob Arnott -11.48% 6 - 6
Eliminate Fat Tails Larry Swedroe -11.49% 5 - 7
In Saecula Saeculorum Fulvio Marchese -11.54% 4 - 8
Edge Select Moderately Conservative Merrill Lynch -11.92% 3 - 9
Lifepath Fund iShares -12.05% 5 - 7
Shield Strategy Aim Ways -12.13% 4 - 8
Stocks/Bonds 40/60 Momentum -12.27% 4 - 8
Sheltered Sam 40/60 Bill Bernstein -12.39% 5 - 7
Global Market Portfolio Credit Suisse -12.93% 4 - 8
Aim comfortable trip Aim Ways -12.97% 5 - 7
Odd-Stats Strategy Aim Ways -13.21% 6 - 6
GAA Global Asset Allocation Mebane Faber -13.28% 5 - 7
LifeStrategy Conservative Growth Vanguard -13.37% 4 - 8
Dynamic 40/60 Income -14.80% 5 - 7
Weird Portfolio Value Stock Geek -15.22% 4 - 8
Stocks/Bonds 40/60 ESG -16.02% 5 - 7
All Country World 40/60 -16.04% 4 - 8
Marc Faber Portfolio Marc Faber -16.28% 5 - 7
Sheltered Sam 50/50 Bill Bernstein -16.49% 5 - 7
One-Decision Portfolio Marvin Appel -16.74% 6 - 6
Sandwich Portfolio Bob Clyatt -16.79% 5 - 7
Developed World ex-US 40/60 -17.67% 3 - 9
Simple Money Portfolio Tim Maurer -18.42% 5 - 7
Couch Potato Scott Burns -18.47% 4 - 8
Edge Select Moderate Merrill Lynch -18.62% 3 - 9
Coffeehouse Bill Schultheis -18.65% 6 - 6
Coward's Portfolio Bill Bernstein -19.19% 5 - 7
Robo Advisor 50 Betterment -19.44% 3 - 9
Stocks/Bonds 60/40 -19.44% 4 - 8
Big Rocks Portfolio Larry Swedroe -19.64% 5 - 7
Ultimate Buy&Hold FundAdvice -20.06% 5 - 7
Sheltered Sam 60/40 Bill Bernstein -20.58% 5 - 7
Four Square Scott Burns -20.68% 4 - 8
Tilt Toward Value Time Inc -20.90% 5 - 7
Nano Portfolio John Wasik -21.62% 5 - 7
Simple and Cheap Time Inc -21.66% 5 - 7
Dynamic 60/40 Income -21.78% 6 - 6
Stocks/Bonds 60/40 Momentum -21.83% 4 - 8
LifeStrategy Moderate Growth Vanguard -22.10% 3 - 9
Talmud Portfolio Roger Gibson -22.37% 6 - 6
Pinwheel -22.51% 4 - 8
Family Taxable Portfolio Ted Aronson -23.35% 3 - 9
Andrew Tobias Portfolio Andrew Tobias -23.80% 3 - 9
Five Fold Scott Burns -23.95% 5 - 7
Stocks/Bonds 60/40 ESG -23.95% 4 - 8
7Twelve Portfolio Craig Israelsen -24.01% 5 - 7
Sheltered Sam 70/30 Bill Bernstein -24.68% 5 - 7
Ideal Index Frank Armstrong -24.86% 4 - 8
Yale Endowment David Swensen -25.11% 5 - 7
All Country World 60/40 -25.21% 4 - 8
Jane Bryant Quinn Portfolio Jane Bryant Quinn -25.25% 5 - 7
Developed World ex-US 60/40 -25.33% 3 - 9
Lazy Portfolio David Swensen -25.53% 5 - 7
US Stocks Minimum Volatility -25.77% 6 - 6
Edge Select Moderately Aggressive Merrill Lynch -25.92% 3 - 9
Simple Path to Wealth JL Collins -26.02% 4 - 8
Late Sixties and Beyond Burton Malkiel -26.02% 5 - 7
No Brainer Portfolio Bill Bernstein -26.26% 4 - 8
Six Ways from Sunday Scott Burns -26.46% 6 - 6
Margaritaville Scott Burns -26.90% 3 - 9
Gretchen Tai Portfolio Gretchen Tai -27.67% 3 - 9
Seven Value Scott Burns -27.82% 6 - 6
Stocks/Bonds 80/20 -28.21% 4 - 8
Gone Fishin' Portfolio Alexander Green -28.75% 3 - 9
Sheltered Sam 80/20 Bill Bernstein -28.77% 5 - 7
Five Asset Roger Gibson -29.02% 5 - 7
Robust Alpha Architect -29.35% 4 - 8
Core Four Rick Ferri -29.77% 4 - 8
Three Funds Bogleheads -30.15% 3 - 9
Mid-Fifties Burton Malkiel -30.43% 4 - 8
Long Term Portfolio Ben Stein -30.51% 4 - 8
Four Funds Bogleheads -30.83% 3 - 9
LifeStrategy Growth Fund Vanguard -30.83% 3 - 9
Robo Advisor 80 Betterment -31.22% 3 - 9
Ivy Portfolio Mebane Faber -31.26% 5 - 7
US Stocks Quality -31.36% 4 - 8
Stocks/Bonds 80/20 Momentum -31.40% 4 - 8
Dedalo Eleven Dedalo Invest -31.42% 3 - 9
Perfect Portfolio Ben Stein -31.47% 3 - 9
Dedalo Four Dedalo Invest -31.69% 4 - 8
Warren Buffett Portfolio Warren Buffett -32.35% 4 - 8
Edge Select Aggressive Merrill Lynch -32.45% 3 - 9
Sheltered Sam 90/10 Bill Bernstein -32.87% 5 - 7
Late Thirties to Early Forties Burton Malkiel -32.91% 4 - 8
Developed World ex-US 80/20 -32.99% 4 - 8
Mid-Twenties Burton Malkiel -34.16% 3 - 9
Aggressive Global Income -34.21% 5 - 7
All Country World 80/20 -34.37% 4 - 8
Second Grader's Starter Paul Farrell -34.54% 3 - 9
Robo Advisor 90 Betterment -35.20% 3 - 9
US Stocks Value -36.01% 5 - 7
Sheltered Sam 100/0 Bill Bernstein -36.97% 5 - 7
US Stocks -36.98% 4 - 8
Dedalo Three Dedalo Invest -38.95% 4 - 8
Robo Advisor 100 Betterment -39.26% 3 - 9
Ultimate Buy and Hold Strategy Paul Merriman -39.47% 4 - 8
US Stocks ESG -39.83% 4 - 8
US Stocks Equal Weight -40.07% 4 - 8
Developed World ex-US Stocks -40.65% 4 - 8
US Stocks Momentum -40.96% 4 - 8
Technology -41.73% 6 - 6
All Country World Stocks -43.54% 4 - 8
European Stocks -44.71% 4 - 8
Emerging Markets Stocks -48.88% 4 - 8

2008 - Best Investment Themes

Portfolios can be specialized with particular Investment Themes.

In the following table, the best (and worst) Investment Themes 2008 YTD returns. Columns are sortable.

Check all the Investment Themes

INVESTMENT THEMES - 2008 RETURNS AND STATS
Period: 01 Jan 2008 - 31 Dec 2008
ETF Investment Theme Return ▾ Months
Pos - Neg
TLT
US Long Term Treasuries +33.93% 7 - 5
BND
US Total Bond Market +6.86% 8 - 4
GLD
Gold +4.92% 7 - 5
LQD
US Invest. Grade Bonds +2.40% 6 - 6
BIL
US Cash +1.59% 9 - 3
TIP
US TIPS +0.04% 7 - 5
EMB
Emerg. Market Bonds -2.14% 8 - 4
BNDX
International Bonds -2.35% 5 - 7
XLP
Consumer Staples -15.02% 5 - 7
HYG
US High Yield Bonds -17.58% 4 - 8
XLV
Healthcare -23.31% 5 - 7
SLV
Silver -23.79% 6 - 6
PFF
US Preferred Stocks -23.94% 5 - 7
EWJ
Japan -26.96% 3 - 9
EWL
Switzerland -27.21% 4 - 8
XLU
Utilities -28.93% 4 - 8
IJS
US Small Cap Value -29.39% 6 - 6
IJR
US Small Cap Blend -31.52% 5 - 7
DBC
Commodities -31.77% 5 - 7
XLY
Consumer Discretionary -32.97% 5 - 7
IJT
US Small Cap Growth -33.38% 6 - 6
VPL
Pacific -34.02% 3 - 9
VTV
US Large Cap Value -35.87% 3 - 9
UNG
Natural Gas -36.08% 6 - 6
IJH
US Mid Cap Blend -36.18% 4 - 8
VOE
US Mid Cap Value -36.65% 4 - 8
EWP
Spain -36.78% 4 - 8
SPY
US Large Cap Blend -36.81% 4 - 8
VTI
US Total Stock Market -36.98% 4 - 8
XLRE
Real Estate -37.00% 5 - 7
VNQ
US REITs -37.00% 5 - 7
IJK
US Mid Cap Growth -37.38% 4 - 8
ECH
Chile -37.68% 4 - 8
EZA
South Africa -37.70% 6 - 6
VUG
US Large Cap Growth -38.02% 4 - 8
XLC
Communication Services -38.55% 5 - 7
XLI
Industrials -38.74% 6 - 6
IGF
Global Infrastructure -38.96% 3 - 9
XLE
Energy -38.97% 5 - 7
PPLT
Platinum -39.18% 6 - 6
EWM
Malaysia -40.19% 3 - 9
CGW
Global Water -40.23% 5 - 7
EFA
EAFE Stocks -41.04% 4 - 8
EWW
Mexico -41.08% 4 - 8
XLK
Information Technology -41.51% 5 - 7
EWQ
France -41.61% 4 - 8
QQQ
US Technology -41.73% 6 - 6
EWG
Germany -43.48% 4 - 8
VT
World All Countries -43.54% 4 - 8
XLB
Materials -44.05% 3 - 9
EWC
Canada -44.45% 4 - 8
VGK
Europe -44.71% 4 - 8
EWT
Taiwan -45.23% 4 - 8
EWS
Singapore -46.10% 4 - 8
EWU
United Kingdom -46.46% 2 - 10
EWI
Italy -46.83% 3 - 9
EWD
Sweden -46.95% 5 - 7
EWN
Netherlands -47.51% 6 - 6
FXI
China -47.78% 5 - 7
EWA
Australia -47.95% 3 - 9
EEM
Emerging Markets -48.88% 4 - 8
PALL
Palladium -49.86% 4 - 8
EWH
Hong Kong -50.29% 2 - 10
BNO
Brent Oil -51.42% 5 - 7
CPER
Copper -53.97% 5 - 7
EWZ
Brazil -54.30% 4 - 8
FLLA
Latin America -54.66% 4 - 8
XLF
Financials -54.97% 4 - 8
EWY
South Korea -55.97% 3 - 9
USO
WTI Crude Oil -56.31% 5 - 7
EWK
Belgium -61.72% 4 - 8
EWO
Austria -63.14% 5 - 7
Legend: Stocks Fixed Income Commodities