Best ETF Portfolio 2023

Period: 01 Jan 2023 - 31 Dec 2023 (12 months).

The best ETF Portfolio of 2023 is:
Cathie Wood Ark Tech Portfolio, with a +55.71% return.

The best Investment Theme of 2023 is:
Metaverse, with a +60.57% return.

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

2023 - ETF Portfolio Returns

The following table represents Lazy ETF Portfolio 2023 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.

LAZY ETF PORTFOLIOS - 2023 RETURNS AND STATS
Period: 01 Jan 2023 - 31 Dec 2023
ETF Portfolio Author Return ▾ Months
Pos - Neg
Ark Tech Portfolio Cathie Wood +55.71% 7 - 5
Technology +54.85% 8 - 4
US Stocks Quality +30.89% 8 - 4
US Stocks ESG +30.80% 8 - 4
Stocks/Bonds 60/40 2x Leveraged +28.05% 7 - 5
Cape US Sector Value Robert Shiller +27.65% 7 - 5
US Stocks +26.05% 8 - 4
Warren Buffett Portfolio Warren Buffett +24.87% 8 - 4
Dedalo Three Dedalo Invest +24.84% 7 - 5
All Country World Stocks +22.02% 7 - 5
Stocks/Bonds 80/20 +21.92% 8 - 4
US Stocks Value +21.75% 7 - 5
Dedalo Four Dedalo Invest +21.59% 7 - 5
Edge Select Aggressive Merrill Lynch +21.48% 7 - 5
Second Grader's Starter Paul Farrell +20.93% 7 - 5
Simple Path to Wealth JL Collins +20.89% 8 - 4
Stocks/Bonds 60/40 ESG +20.65% 8 - 4
Stocks/Bonds 60/40 with Bitcoin +20.59% 7 - 5
European Stocks +20.21% 7 - 5
Shield Strategy Aim Ways +20.08% 8 - 4
Talmud Portfolio 2x Leveraged Roger Gibson +19.47% 7 - 5
Edge Select Moderately Aggressive Merrill Lynch +19.24% 7 - 5
Dedalo Eleven Dedalo Invest +19.09% 7 - 5
All Country World 80/20 +19.08% 7 - 5
Three Funds Bogleheads +18.86% 7 - 5
LifeStrategy Growth Fund Vanguard +18.86% 7 - 5
Odd-Stats Strategy Aim Ways +18.82% 8 - 4
Stocks/Bonds 40/60 2x Leveraged +18.74% 7 - 5
Four Funds Bogleheads +18.65% 7 - 5
Core Four Rick Ferri +18.34% 7 - 5
Developed World ex-US Stocks +17.94% 7 - 5
Robo Advisor 100 Betterment +17.92% 7 - 5
Gold Pivot Ptf Aim Ways +17.87% 9 - 3
Stocks/Bonds 60/40 +17.79% 7 - 5
Mid-Twenties Burton Malkiel +17.14% 7 - 5
Late Thirties to Early Forties Burton Malkiel +16.77% 7 - 5
Golden Butterfly 2x Leveraged +16.76% 7 - 5
Robo Advisor 90 Betterment +16.67% 7 - 5
Jane Bryant Quinn Portfolio Jane Bryant Quinn +16.60% 7 - 5
Perfect Portfolio Ben Stein +16.55% 7 - 5
Stocks/Bonds 40/60 with Bitcoin +16.46% 7 - 5
Edge Select Moderate Merrill Lynch +16.31% 7 - 5
Andrew Tobias Portfolio Andrew Tobias +16.14% 7 - 5
All Country World 60/40 +16.14% 7 - 5
Developed World ex-US 80/20 +16.11% 7 - 5
Long Term Portfolio Ben Stein +16.03% 7 - 5
Mid-Fifties Burton Malkiel +15.87% 7 - 5
Aim comfortable trip Aim Ways +15.78% 7 - 5
No Brainer Portfolio Bill Bernstein +15.77% 7 - 5
LifeStrategy Moderate Growth Vanguard +15.75% 7 - 5
Desert Portfolio 2x Leveraged Gyroscopic Investing +15.63% 7 - 5
Simplified Permanent Portfolio 2x Leveraged +15.62% 8 - 4
Robo Advisor 80 Betterment +15.58% 7 - 5
Sheltered Sam 100/0 Bill Bernstein +15.58% 6 - 6
Stocks/Bonds 40/60 ESG +15.57% 8 - 4
In Saecula Saeculorum Fulvio Marchese +15.53% 7 - 5
Margaritaville Scott Burns +15.17% 7 - 5
Ultimate Buy and Hold Strategy Paul Merriman +15.13% 6 - 6
Gretchen Tai Portfolio Gretchen Tai +15.12% 7 - 5
Golden Butterfly with Bitcoin +14.84% 7 - 5
Simple and Cheap Time Inc +14.67% 7 - 5
Couch Potato Scott Burns +14.66% 7 - 5
Desert Portfolio with Bitcoin Gyroscopic Investing +14.50% 8 - 4
Yale Endowment David Swensen +14.44% 7 - 5
Talmud Portfolio Roger Gibson +14.42% 7 - 5
Permanent Portfolio with Bitcoin Harry Browne +14.40% 8 - 4
Late Sixties and Beyond Burton Malkiel +14.40% 7 - 5
Sheltered Sam 90/10 Bill Bernstein +14.39% 7 - 5
Developed World ex-US 60/40 +14.28% 7 - 5
Lazy Portfolio David Swensen +14.13% 7 - 5
Family Taxable Portfolio Ted Aronson +14.12% 7 - 5
Developed World ex-US Stocks Momentum +13.91% 7 - 5
Tilt Toward Value Time Inc +13.77% 7 - 5
Ulcer Free Strategy Aim Ways +13.74% 8 - 4
Edge Select Moderately Conservative Merrill Lynch +13.70% 7 - 5
US Stocks Equal Weight +13.70% 6 - 6
Stocks/Bonds 40/60 +13.67% 7 - 5
Four Square Scott Burns +13.49% 7 - 5
Gone Fishin' Portfolio Alexander Green +13.45% 7 - 5
Pinwheel +13.21% 7 - 5
Sheltered Sam 80/20 Bill Bernstein +13.20% 7 - 5
All Country World 40/60 +13.20% 7 - 5
Five Fold Scott Burns +13.15% 7 - 5
All Weather Portfolio with Bitcoin Ray Dalio +12.99% 7 - 5
Nano Portfolio John Wasik +12.98% 7 - 5
Marc Faber Portfolio Marc Faber +12.80% 7 - 5
All Weather Portfolio 2x Leveraged Ray Dalio +12.72% 7 - 5
Gold +12.69% 7 - 5
LifeStrategy Conservative Growth Vanguard +12.64% 7 - 5
Global Market Portfolio Credit Suisse +12.57% 7 - 5
Robo Advisor 50 Betterment +12.47% 7 - 5
Developed World ex-US 40/60 +12.45% 7 - 5
One-Decision Portfolio Marvin Appel +12.43% 7 - 5
Dynamic 60/40 Income +12.28% 6 - 6
GAA Global Asset Allocation Mebane Faber +12.13% 7 - 5
Sandwich Portfolio Bob Clyatt +12.05% 7 - 5
Ideal Index Frank Armstrong +12.04% 7 - 5
Sheltered Sam 70/30 Bill Bernstein +12.01% 7 - 5
Golden Butterfly Tyler +11.98% 7 - 5
Dynamic 40/60 Income +11.97% 7 - 5
Lifepath Fund iShares +11.93% 7 - 5
Aggressive Global Income +11.91% 6 - 6
Developed World ex-US 60/40 Momentum +11.86% 7 - 5
PISI Portfolio Davide Pisicchio +11.85% 7 - 5
Coward's Portfolio Bill Bernstein +11.70% 7 - 5
Coffeehouse Bill Schultheis +11.65% 7 - 5
Desert Portfolio Gyroscopic Investing +11.64% 7 - 5
Permanent Portfolio Harry Browne +11.55% 7 - 5
Simple Money Portfolio Tim Maurer +11.54% 7 - 5
Simplified Permanent Portfolio +11.51% 8 - 4
High Yield Bonds Income +11.21% 7 - 5
Big Rocks Portfolio Larry Swedroe +11.05% 6 - 6
Weird Portfolio Value Stock Geek +10.94% 7 - 5
Six Ways from Sunday Scott Burns +10.86% 7 - 5
Developed World ex-US 40/60 Momentum +10.84% 7 - 5
Sheltered Sam 60/40 Bill Bernstein +10.82% 7 - 5
Ultimate Buy&Hold FundAdvice +10.81% 7 - 5
Five Asset Roger Gibson +10.78% 7 - 5
Ivy Portfolio Mebane Faber +10.72% 7 - 5
Seven Value Scott Burns +10.67% 7 - 5
Developed World ex-US 20/80 +10.62% 7 - 5
US Stocks Minimum Volatility +10.34% 7 - 5
All Country World 20/80 +10.25% 7 - 5
All Weather Portfolio Ray Dalio +9.94% 7 - 5
Sheltered Sam 50/50 Bill Bernstein +9.63% 7 - 5
Stocks/Bonds 20/80 +9.54% 7 - 5
LifeStrategy Income Fund Vanguard +9.53% 7 - 5
Edge Select Conservative Merrill Lynch +9.20% 7 - 5
US Stocks Momentum +9.16% 7 - 5
Rob Arnott Portfolio Rob Arnott +9.08% 7 - 5
Emerging Markets Stocks +8.99% 6 - 6
Total Bond Developed World ex-US +8.79% 8 - 4
7Twelve Portfolio Craig Israelsen +8.77% 7 - 5
Robust Alpha Architect +8.53% 6 - 6
Sheltered Sam 40/60 Bill Bernstein +8.44% 7 - 5
Stocks/Bonds 80/20 Momentum +8.41% 8 - 4
Paul Boyer Portfolio Paul Boyer +7.92% 6 - 6
Dimensional Retirement Income Fund DFA +7.92% 7 - 5
Robo Advisor 20 Betterment +7.68% 7 - 5
Stocks/Bonds 60/40 Momentum +7.66% 7 - 5
All Country World Bonds +7.31% 7 - 5
Sheltered Sam 30/70 Bill Bernstein +7.25% 7 - 5
Larry Portfolio Larry Swedroe +6.94% 7 - 5
Stocks/Bonds 40/60 Momentum +6.91% 7 - 5
Eliminate Fat Tails Larry Swedroe +6.63% 6 - 6
Stocks/Bonds 20/80 Momentum +6.16% 7 - 5
Sheltered Sam 20/80 Bill Bernstein +6.07% 7 - 5
Robo Advisor 10 Betterment +5.92% 7 - 5
Conservative Income Charles Schwab +5.79% 7 - 5
Total Bond US +5.41% 5 - 7
US Cash +4.94% 12 - 0
Sheltered Sam 10/90 Bill Bernstein +4.88% 7 - 5
Robo Advisor 0 Betterment +4.15% 8 - 4
Short Term Treasury +3.97% 8 - 4
Sheltered Sam 0/100 Bill Bernstein +3.69% 6 - 6
10-year Treasury +3.64% 5 - 7
US Inflation Protection +3.27% 6 - 6

2023 - Best Investment Themes

Portfolios can be specialized with particular Investment Themes.

In the following table, the best (and worst) Investment Themes 2023 YTD returns. Columns are sortable.

Check all the Investment Themes

INVESTMENT THEMES - 2023 RETURNS AND STATS
Period: 01 Jan 2023 - 31 Dec 2023
ETF Investment Theme Return ▾ Months
Pos - Neg
METV
Metaverse +60.57% 7 - 5
XLK
Information Technology +56.02% 9 - 3
QQQ
US Technology +54.85% 8 - 4
ARGT
Argentina +53.66% 8 - 4
XLC
Communication Services +52.81% 8 - 4
EPOL
Poland +50.79% 7 - 5
VUG
US Large Cap Growth +46.83% 8 - 4
GREK
Greece +42.73% 9 - 3
EWW
Mexico +40.36% 7 - 5
XLY
Consumer Discretionary +39.64% 7 - 5
BOTZ
Robotics and Artificial Intelligence +38.97% 7 - 5
HACK
Cyber Security +37.44% 9 - 3
EIRL
Ireland +35.12% 7 - 5
FLLA
Latin America +32.80% 8 - 4
EWZ
Brazil +32.69% 8 - 4
EBIZ
Global E-Commerce +30.88% 6 - 6
EWI
Italy +30.66% 7 - 5
EWP
Spain +30.29% 8 - 4
EWT
Taiwan +29.20% 7 - 5
XT
Exponential Techonologies +27.03% 7 - 5
SPY
US Large Cap Blend +26.19% 8 - 4
VTI
US Total Stock Market +26.05% 8 - 4
EPU
Peru +25.35% 7 - 5
EWD
Sweden +25.10% 8 - 4
GXG
Colombia +24.94% 8 - 4
EWG
Germany +23.36% 7 - 5
SNSR
Internet Of Things +23.05% 8 - 4
EWN
Netherlands +22.10% 7 - 5
VT
World All Countries +22.02% 7 - 5
EWQ
France +21.73% 7 - 5
BLCN
Blockchain +21.10% 6 - 6
EWO
Austria +20.64% 7 - 5
EWJ
Japan +20.32% 8 - 4
VGK
Europe +20.21% 7 - 5
EWY
South Korea +19.06% 7 - 5
EFA
EAFE Stocks +18.40% 7 - 5
XLI
Industrials +18.13% 6 - 6
EDEN
Denmark +17.99% 8 - 4
EWL
Switzerland +17.70% 7 - 5
IJK
US Mid Cap Growth +17.42% 5 - 7
INDA
India +17.16% 8 - 4
IJT
US Small Cap Growth +17.12% 6 - 6
IJH
US Mid Cap Blend +16.42% 5 - 7
IJR
US Small Cap Blend +16.07% 5 - 7
VPL
Pacific +15.58% 7 - 5
CGW
Global Water +15.51% 6 - 6
KSA
Saudi Arabia +15.06% 7 - 5
VNM
Vietnam +15.06% 8 - 4
EWC
Canada +14.75% 7 - 5
IJS
US Small Cap Value +14.69% 5 - 7
EWA
Australia +13.86% 7 - 5
IFRA
US Infrastructure +13.43% 5 - 7
GLD
Gold +12.69% 7 - 5
XLB
Materials +12.45% 5 - 7
EWU
United Kingdom +12.42% 6 - 6
XLRE
Real Estate +12.37% 6 - 6
XLF
Financials +12.03% 6 - 6
VNQ
US REITs +11.79% 6 - 6
HYG
US High Yield Bonds +11.00% 8 - 4
EMB
Emerg. Market Bonds +10.22% 7 - 5
VOE
US Mid Cap Value +9.86% 6 - 6
LQD
US Invest. Grade Bonds +9.40% 7 - 5
VTV
US Large Cap Value +9.33% 6 - 6
EEM
Emerging Markets +8.99% 6 - 6
ECH
Chile +8.98% 6 - 6
BNDX
International Bonds +8.79% 8 - 4
PFF
US Preferred Stocks +8.59% 6 - 6
IDRV
Self-Driving EV and Tech +7.87% 6 - 6
EWK
Belgium +7.47% 7 - 5
EWS
Singapore +6.22% 7 - 5
IGF
Global Infrastructure +6.17% 7 - 5
EMIF
Emerging Markets Infrastructure +5.71% 7 - 5
EIS
Israel +5.46% 6 - 6
BND
US Total Bond Market +5.41% 5 - 7
NORW
Norway +4.99% 7 - 5
BIL
US Cash +4.94% 12 - 0
CPER
Copper +4.55% 6 - 6
EMQQ
Emerging Markets E-Commerce +3.63% 5 - 7
TIP
US TIPS +3.27% 6 - 6
ENZL
New Zealand +3.00% 6 - 6
UAE
United Arab Emirates +2.90% 7 - 5
QAT
Qatar +2.71% 6 - 6
EIDO
Indonesia +2.58% 7 - 5
TLT
US Long Term Treasuries +2.51% 6 - 6
XLV
Healthcare +2.06% 6 - 6
EZA
South Africa +1.50% 7 - 5
EPHE
Philippines +1.26% 8 - 4
XLE
Energy -0.64% 7 - 5
XLP
Consumer Staples -0.83% 6 - 6
SLV
Silver -1.09% 5 - 7
BNO
Brent Oil -3.43% 5 - 7
EWM
Malaysia -3.60% 6 - 6
USO
WTI Crude Oil -4.94% 5 - 7
DBC
Commodities -6.23% 4 - 8
XLU
Utilities -7.17% 7 - 5
IDNA
Genomics Immunology and Healthcare -7.61% 6 - 6
PPLT
Platinum -8.18% 6 - 6
TUR
Turkey -8.66% 5 - 7
FXI
China -12.35% 4 - 8
THD
Thailand -12.62% 5 - 7
EWH
Hong Kong -13.81% 7 - 5
ICLN
Global Clean Energy -20.38% 5 - 7
PALL
Palladium -38.77% 5 - 7
UNG
Natural Gas -64.04% 4 - 8
Legend: Stocks Fixed Income Commodities