Period: 01 Jan 2024 - 31 Mar 2024 (03 months).
The best ETF Portfolio of 2024 is:
US Stocks Momentum Portfolio, with a +19.52% return.
The best Investment Theme of 2024 is:
WTI Crude Oil, with a +18.12% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2024 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2024 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2024 RETURNS AND STATS
Period: 01 Jan 2024 - 31 Mar 2024
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| US Stocks Momentum | +19.52% | 3 - 0 | ||
| Stocks/Bonds 80/20 Momentum | +15.48% | 3 - 0 | ||
| Developed World ex-US Stocks Momentum | +14.41% | 3 - 0 | ||
| US Stocks Quality | +11.95% | 3 - 0 | ||
| Stocks/Bonds 60/40 Momentum | +11.43% | 3 - 0 | ||
| Stocks/Bonds 60/40 2x Leveraged | +9.95% | 3 - 0 | ||
| US Stocks ESG | +9.83% | 3 - 0 | ||
| US Stocks | +9.56% | 3 - 0 | ||
| Dedalo Three | Dedalo Invest | +9.04% | 3 - 0 | |
| Warren Buffett Portfolio | Warren Buffett | +8.94% | 3 - 0 | |
| Developed World ex-US 60/40 Momentum | +8.64% | 3 - 0 | ||
| Technology | +8.56% | 3 - 0 | ||
| All Country World Stocks | +7.82% | 3 - 0 | ||
| US Stocks Equal Weight | +7.78% | 2 - 1 | ||
| US Stocks Value | +7.77% | 3 - 0 | ||
| Robust | Alpha Architect | +7.73% | 3 - 0 | |
| Gold | +7.61% | 2 - 1 | ||
| US Stocks Minimum Volatility | +7.58% | 3 - 0 | ||
| Stocks/Bonds 80/20 | +7.51% | 3 - 0 | ||
| Stocks/Bonds 40/60 Momentum | +7.39% | 3 - 0 | ||
| Dedalo Four | Dedalo Invest | +7.21% | 3 - 0 | |
| Second Grader's Starter | Paul Farrell | +7.13% | 3 - 0 | |
| Simple Path to Wealth | JL Collins | +7.00% | 3 - 0 | |
| Robo Advisor 100 | Betterment | +6.76% | 2 - 1 | |
| Stocks/Bonds 60/40 with Bitcoin | +6.65% | 3 - 0 | ||
| Edge Select Aggressive | Merrill Lynch | +6.27% | 2 - 1 | |
| All Country World 80/20 | +6.24% | 2 - 1 | ||
| Four Funds | Bogleheads | +6.16% | 3 - 0 | |
| Three Funds | Bogleheads | +6.10% | 3 - 0 | |
| LifeStrategy Growth Fund | Vanguard | +6.05% | 2 - 1 | |
| Perfect Portfolio | Ben Stein | +6.03% | 2 - 1 | |
| Simplified Permanent Portfolio 2x Leveraged | +6.02% | 1 - 2 | ||
| Robo Advisor 90 | Betterment | +5.91% | 2 - 1 | |
| Dedalo Eleven | Dedalo Invest | +5.81% | 2 - 1 | |
| Developed World ex-US 40/60 Momentum | +5.75% | 3 - 0 | ||
| Stocks/Bonds 60/40 ESG | +5.59% | 3 - 0 | ||
| Cape US Sector Value | Robert Shiller | +5.54% | 2 - 1 | |
| Stocks/Bonds 60/40 | +5.46% | 3 - 0 | ||
| Core Four | Rick Ferri | +5.45% | 2 - 1 | |
| Sheltered Sam 100/0 | Bill Bernstein | +5.42% | 2 - 1 | |
| Developed World ex-US Stocks | +5.35% | 2 - 1 | ||
| Andrew Tobias Portfolio | Andrew Tobias | +5.27% | 3 - 0 | |
| Stocks/Bonds 40/60 2x Leveraged | +5.22% | 3 - 0 | ||
| Robo Advisor 80 | Betterment | +5.21% | 2 - 1 | |
| Golden Butterfly 2x Leveraged | +5.20% | 2 - 1 | ||
| Edge Select Moderately Aggressive | Merrill Lynch | +5.18% | 2 - 1 | |
| Shield Strategy | Aim Ways | +5.16% | 3 - 0 | |
| Mid-Twenties | Burton Malkiel | +5.15% | 2 - 1 | |
| Seven Value | Scott Burns | +5.06% | 2 - 1 | |
| Late Thirties to Early Forties | Burton Malkiel | +5.03% | 2 - 1 | |
| European Stocks | +5.02% | 2 - 1 | ||
| Sheltered Sam 90/10 | Bill Bernstein | +4.89% | 2 - 1 | |
| Margaritaville | Scott Burns | +4.83% | 2 - 1 | |
| Permanent Portfolio with Bitcoin | Harry Browne | +4.82% | 2 - 1 | |
| Couch Potato | Scott Burns | +4.74% | 3 - 0 | |
| In Saecula Saeculorum | Fulvio Marchese | +4.70% | 3 - 0 | |
| All Country World 60/40 | +4.65% | 2 - 1 | ||
| Stocks/Bonds 40/60 with Bitcoin | +4.60% | 3 - 0 | ||
| Gold Pivot Ptf | Aim Ways | +4.60% | 2 - 1 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +4.59% | 2 - 1 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +4.54% | 2 - 1 | |
| Mid-Fifties | Burton Malkiel | +4.47% | 2 - 1 | |
| LifeStrategy Moderate Growth | Vanguard | +4.41% | 2 - 1 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +4.37% | 3 - 0 | |
| No Brainer Portfolio | Bill Bernstein | +4.36% | 2 - 1 | |
| Sheltered Sam 80/20 | Bill Bernstein | +4.36% | 2 - 1 | |
| Long Term Portfolio | Ben Stein | +4.33% | 2 - 1 | |
| Ivy Portfolio | Mebane Faber | +4.31% | 2 - 1 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | +4.31% | 2 - 1 | |
| Six Ways from Sunday | Scott Burns | +4.29% | 2 - 1 | |
| Developed World ex-US 80/20 | +4.27% | 2 - 1 | ||
| Gretchen Tai Portfolio | Gretchen Tai | +3.99% | 2 - 1 | |
| Golden Butterfly with Bitcoin | +3.89% | 2 - 1 | ||
| Sheltered Sam 70/30 | Bill Bernstein | +3.83% | 2 - 1 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | +3.82% | 2 - 1 | |
| Edge Select Moderate | Merrill Lynch | +3.80% | 2 - 1 | |
| 7Twelve Portfolio | Craig Israelsen | +3.79% | 2 - 1 | |
| Late Sixties and Beyond | Burton Malkiel | +3.75% | 2 - 1 | |
| Permanent Portfolio | Harry Browne | +3.69% | 2 - 1 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | +3.67% | 2 - 1 | |
| Simplified Permanent Portfolio | +3.65% | 2 - 1 | ||
| Four Square | Scott Burns | +3.58% | 2 - 1 | |
| Family Taxable Portfolio | Ted Aronson | +3.49% | 2 - 1 | |
| Dynamic 40/60 Income | +3.47% | 3 - 0 | ||
| Stocks/Bonds 40/60 ESG | +3.47% | 3 - 0 | ||
| Simple and Cheap | Time Inc | +3.42% | 2 - 1 | |
| Stocks/Bonds 40/60 | +3.41% | 3 - 0 | ||
| Stocks/Bonds 20/80 Momentum | +3.35% | 3 - 0 | ||
| All Weather Portfolio with Bitcoin | Ray Dalio | +3.34% | 2 - 1 | |
| Robo Advisor 50 | Betterment | +3.33% | 2 - 1 | |
| Gone Fishin' Portfolio | Alexander Green | +3.32% | 2 - 1 | |
| Sheltered Sam 60/40 | Bill Bernstein | +3.30% | 2 - 1 | |
| Yale Endowment | David Swensen | +3.24% | 2 - 1 | |
| Desert Portfolio | Gyroscopic Investing | +3.24% | 3 - 0 | |
| Coward's Portfolio | Bill Bernstein | +3.23% | 2 - 1 | |
| Ideal Index | Frank Armstrong | +3.22% | 2 - 1 | |
| Five Asset | Roger Gibson | +3.20% | 2 - 1 | |
| Developed World ex-US 60/40 | +3.20% | 2 - 1 | ||
| Tilt Toward Value | Time Inc | +3.18% | 2 - 1 | |
| Lazy Portfolio | David Swensen | +3.17% | 2 - 1 | |
| Aggressive Global Income | +3.17% | 2 - 1 | ||
| Aim comfortable trip | Aim Ways | +3.12% | 2 - 1 | |
| All Country World 40/60 | +3.06% | 2 - 1 | ||
| Pinwheel | +3.03% | 2 - 1 | ||
| Marc Faber Portfolio | Marc Faber | +3.00% | 2 - 1 | |
| PISI Portfolio | Davide Pisicchio | +2.89% | 3 - 0 | |
| LifeStrategy Conservative Growth | Vanguard | +2.78% | 2 - 1 | |
| Sheltered Sam 50/50 | Bill Bernstein | +2.77% | 2 - 1 | |
| Golden Butterfly | Tyler | +2.76% | 2 - 1 | |
| Dynamic 60/40 Income | +2.73% | 2 - 1 | ||
| GAA Global Asset Allocation | Mebane Faber | +2.71% | 2 - 1 | |
| Edge Select Moderately Conservative | Merrill Lynch | +2.62% | 2 - 1 | |
| Lifepath Fund | iShares | +2.58% | 2 - 1 | |
| Big Rocks Portfolio | Larry Swedroe | +2.57% | 2 - 1 | |
| Nano Portfolio | John Wasik | +2.53% | 2 - 1 | |
| Sandwich Portfolio | Bob Clyatt | +2.50% | 2 - 1 | |
| Five Fold | Scott Burns | +2.44% | 2 - 1 | |
| Simple Money Portfolio | Tim Maurer | +2.40% | 2 - 1 | |
| Talmud Portfolio | Roger Gibson | +2.25% | 2 - 1 | |
| Sheltered Sam 40/60 | Bill Bernstein | +2.25% | 2 - 1 | |
| Coffeehouse | Bill Schultheis | +2.20% | 2 - 1 | |
| All Weather Portfolio | Ray Dalio | +2.18% | 2 - 1 | |
| Emerging Markets Stocks | +2.16% | 2 - 1 | ||
| Dimensional Retirement Income Fund | DFA | +2.16% | 3 - 0 | |
| Developed World ex-US 40/60 | +2.13% | 2 - 1 | ||
| Ultimate Buy&Hold | FundAdvice | +2.06% | 2 - 1 | |
| Global Market Portfolio | Credit Suisse | +2.06% | 2 - 1 | |
| One-Decision Portfolio | Marvin Appel | +1.87% | 2 - 1 | |
| Sheltered Sam 30/70 | Bill Bernstein | +1.72% | 2 - 1 | |
| Edge Select Conservative | Merrill Lynch | +1.66% | 2 - 1 | |
| Paul Boyer Portfolio | Paul Boyer | +1.61% | 2 - 1 | |
| All Country World 20/80 | +1.47% | 2 - 1 | ||
| Robo Advisor 20 | Betterment | +1.45% | 2 - 1 | |
| Stocks/Bonds 20/80 | +1.36% | 2 - 1 | ||
| US Cash | +1.29% | 3 - 0 | ||
| Ulcer Free Strategy | Aim Ways | +1.21% | 1 - 2 | |
| Sheltered Sam 20/80 | Bill Bernstein | +1.19% | 2 - 1 | |
| LifeStrategy Income Fund | Vanguard | +1.15% | 2 - 1 | |
| Rob Arnott Portfolio | Rob Arnott | +1.13% | 2 - 1 | |
| Eliminate Fat Tails | Larry Swedroe | +1.11% | 2 - 1 | |
| Developed World ex-US 20/80 | +1.06% | 2 - 1 | ||
| Robo Advisor 10 | Betterment | +0.83% | 2 - 1 | |
| Weird Portfolio | Value Stock Geek | +0.83% | 2 - 1 | |
| High Yield Bonds Income | +0.79% | 1 - 2 | ||
| Sheltered Sam 10/90 | Bill Bernstein | +0.66% | 2 - 1 | |
| Short Term Treasury | +0.27% | 2 - 1 | ||
| Robo Advisor 0 | Betterment | +0.23% | 2 - 1 | |
| Sheltered Sam 0/100 | Bill Bernstein | +0.13% | 2 - 1 | |
| Conservative Income | Charles Schwab | +0.03% | 1 - 2 | |
| Total Bond Developed World ex-US | -0.02% | 1 - 2 | ||
| US Inflation Protection | -0.07% | 2 - 1 | ||
| All Country World Bonds | -0.12% | 1 - 2 | ||
| Larry Portfolio | Larry Swedroe | -0.12% | 1 - 2 | |
| Total Bond US | -0.69% | 1 - 2 | ||
| 10-year Treasury | -1.30% | 2 - 1 | ||
| Ark Tech Portfolio | Cathie Wood | -3.04% | 1 - 2 |
Readings that may interest you
2024 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2024 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2024 RETURNS AND STATS
Period: 01 Jan 2024 - 31 Mar 2024
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
USO
|
WTI Crude Oil | +18.12% | 3 - 0 |
|
BNO
|
Brent Oil | +16.84% | 3 - 0 |
|
BLCN
|
Blockchain | +15.55% | 2 - 1 |
|
IJK
|
US Mid Cap Growth | +15.37% | 2 - 1 |
|
EPU
|
Peru | +13.93% | 2 - 1 |
|
XLE
|
Energy | +13.51% | 2 - 1 |
|
EIRL
|
Ireland | +13.43% | 3 - 0 |
|
EBIZ
|
Global E-Commerce | +12.69% | 2 - 1 |
|
XLC
|
Communication Services | +12.68% | 3 - 0 |
|
XLF
|
Financials | +12.44% | 3 - 0 |
|
BOTZ
|
Robotics and Artificial Intelligence | +11.61% | 3 - 0 |
|
TUR
|
Turkey | +11.34% | 2 - 1 |
|
EWJ
|
Japan | +11.24% | 3 - 0 |
|
EWI
|
Italy | +11.17% | 2 - 1 |
|
VUG
|
US Large Cap Growth | +10.87% | 3 - 0 |
|
EWN
|
Netherlands | +10.87% | 3 - 0 |
|
XLI
|
Industrials | +10.84% | 2 - 1 |
|
SPY
|
US Large Cap Blend | +10.39% | 3 - 0 |
|
IJH
|
US Mid Cap Blend | +9.87% | 2 - 1 |
|
VTV
|
US Large Cap Value | +9.62% | 3 - 0 |
|
EIS
|
Israel | +9.59% | 3 - 0 |
|
VTI
|
US Total Stock Market | +9.56% | 3 - 0 |
|
GXG
|
Colombia | +9.22% | 2 - 1 |
|
XLB
|
Materials | +8.98% | 2 - 1 |
|
EDEN
|
Denmark | +8.94% | 3 - 0 |
|
XLV
|
Healthcare | +8.71% | 3 - 0 |
|
QQQ
|
US Technology | +8.56% | 3 - 0 |
|
XLK
|
Information Technology | +8.38% | 3 - 0 |
|
IFRA
|
US Infrastructure | +8.08% | 2 - 1 |
|
VOE
|
US Mid Cap Value | +8.03% | 2 - 1 |
|
METV
|
Metaverse | +7.99% | 2 - 1 |
|
GREK
|
Greece | +7.99% | 2 - 1 |
|
VT
|
World All Countries | +7.82% | 3 - 0 |
|
GLD
|
Gold | +7.61% | 2 - 1 |
|
VNM
|
Vietnam | +7.59% | 2 - 1 |
|
EWG
|
Germany | +6.94% | 2 - 1 |
|
XLP
|
Consumer Staples | +6.79% | 3 - 0 |
|
EPHE
|
Philippines | +6.31% | 3 - 0 |
|
HACK
|
Cyber Security | +6.13% | 2 - 1 |
|
EFA
|
EAFE Stocks | +5.99% | 2 - 1 |
|
VPL
|
Pacific | +5.96% | 2 - 1 |
|
EWT
|
Taiwan | +5.76% | 2 - 1 |
|
INDA
|
India | +5.70% | 3 - 0 |
|
EWQ
|
France | +5.69% | 2 - 1 |
|
EWP
|
Spain | +5.06% | 1 - 2 |
|
VGK
|
Europe | +5.02% | 2 - 1 |
|
ARGT
|
Argentina | +4.77% | 2 - 1 |
|
CGW
|
Global Water | +4.75% | 2 - 1 |
|
IDNA
|
Genomics Immunology and Healthcare | +4.65% | 1 - 2 |
|
IJT
|
US Small Cap Growth | +4.64% | 2 - 1 |
|
XLU
|
Utilities | +4.52% | 2 - 1 |
|
PFF
|
Preferred Stocks | +4.45% | 3 - 0 |
|
SLV
|
Silver | +4.45% | 1 - 2 |
|
EWC
|
Canada | +4.36% | 2 - 1 |
|
KSA
|
Saudi Arabia | +4.32% | 1 - 2 |
|
DBC
|
Commodities | +4.22% | 2 - 1 |
|
EPOL
|
Poland | +4.15% | 2 - 1 |
|
CPER
|
Copper | +4.06% | 2 - 1 |
|
EWU
|
United Kingdom | +3.51% | 2 - 1 |
|
XLY
|
Consumer Discretionary | +3.06% | 1 - 2 |
|
SNSR
|
Internet Of Things | +2.61% | 2 - 1 |
|
EWM
|
Malaysia | +2.54% | 2 - 1 |
|
EWY
|
South Korea | +2.41% | 2 - 1 |
|
IJR
|
US Small Cap Blend | +2.40% | 2 - 1 |
|
EMIF
|
Emerging Markets Infrastructure | +2.29% | 2 - 1 |
|
EEM
|
Emerging Markets | +2.16% | 2 - 1 |
|
EWW
|
Mexico | +2.15% | 1 - 2 |
|
PAK
|
Pakistan | +1.78% | 3 - 0 |
|
EMQQ
|
Emerging Markets E-Commerce | +1.62% | 2 - 1 |
|
EMB
|
Emerg. Market Bonds | +1.54% | 2 - 1 |
|
HYG
|
High Yield Bonds | +1.51% | 3 - 0 |
|
EWA
|
Australia | +1.31% | 2 - 1 |
|
BIL
|
US Cash | +1.29% | 3 - 0 |
|
EWD
|
Sweden | +1.24% | 2 - 1 |
|
IGF
|
Global Infrastructure | +1.21% | 2 - 1 |
|
EIDO
|
Indonesia | +0.94% | 2 - 1 |
|
EWO
|
Austria | +0.51% | 1 - 2 |
|
FXI
|
China | +0.17% | 2 - 1 |
|
IJS
|
US Small Cap Value | +0.06% | 2 - 1 |
|
BNDX
|
International Bonds | -0.02% | 1 - 2 |
|
TIP
|
TIPS | -0.07% | 2 - 1 |
|
XT
|
Exponential Techonologies | -0.42% | 1 - 2 |
|
UAE
|
United Arab Emirates | -0.47% | 1 - 2 |
|
EWK
|
Belgium | -0.53% | 2 - 1 |
|
XLRE
|
Real Estate | -0.65% | 2 - 1 |
|
BND
|
US Total Bond Market | -0.69% | 1 - 2 |
|
LQD
|
Invest. Grade Bonds | -0.87% | 1 - 2 |
|
EWL
|
Switzerland | -1.39% | 1 - 2 |
|
EWS
|
Singapore | -1.82% | 2 - 1 |
|
VNQ
|
US REITs | -2.13% | 2 - 1 |
|
QAT
|
Qatar | -2.70% | 1 - 2 |
|
PGAL
|
Portugal | -3.20% | 2 - 1 |
|
NORW
|
Norway | -3.69% | 1 - 2 |
|
TLT
|
Long Term Treasuries | -3.71% | 1 - 2 |
|
FLLA
|
Latin America | -4.08% | 1 - 2 |
|
ECH
|
Chile | -5.81% | 2 - 1 |
|
ENZL
|
New Zealand | -6.21% | 1 - 2 |
|
EZA
|
South Africa | -6.27% | 1 - 2 |
|
EWZ
|
Brazil | -7.27% | 1 - 2 |
|
PALL
|
Palladium | -7.49% | 1 - 2 |
|
PPLT
|
Platinum | -8.35% | 1 - 2 |
|
THD
|
Thailand | -8.53% | 0 - 3 |
|
ICLN
|
Global Clean Energy | -10.21% | 2 - 1 |
|
EWH
|
Hong Kong | -10.48% | 1 - 2 |
|
EGPT
|
Egypt | -11.22% | 2 - 1 |
|
IDRV
|
Self-Driving EV and Tech | -12.03% | 1 - 2 |
|
UNG
|
Natural Gas | -28.16% | 0 - 3 |
|
NGE
|
Nigeria | -31.50% | 1 - 2 |
| Legend: Stocks Fixed Income Commodities |
