Period: 01 Jan 2024 - 30 Sep 2024 (09 months).
The best ETF Portfolio of 2024 is:
US Stocks Momentum Portfolio, with a +29.76% return.
The best Investment Theme of 2024 is:
China, with a +32.67% 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 - 30 Sep 2024
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| US Stocks Momentum | +29.76% | 7 - 2 | ||
| Gold | +27.14% | 7 - 2 | ||
| Stocks/Bonds 60/40 2x Leveraged | +25.07% | 8 - 1 | ||
| Stocks/Bonds 80/20 Momentum | +24.73% | 7 - 2 | ||
| Simplified Permanent Portfolio 2x Leveraged | +24.12% | 6 - 3 | ||
| US Stocks Quality | +22.76% | 8 - 1 | ||
| Talmud Portfolio 2x Leveraged | Roger Gibson | +21.45% | 7 - 2 | |
| Golden Butterfly 2x Leveraged | +21.29% | 7 - 2 | ||
| US Stocks | +20.58% | 8 - 1 | ||
| US Stocks ESG | +20.17% | 8 - 1 | ||
| Warren Buffett Portfolio | Warren Buffett | +20.10% | 8 - 1 | |
| Dedalo Three | Dedalo Invest | +19.75% | 8 - 1 | |
| Stocks/Bonds 60/40 Momentum | +19.70% | 7 - 2 | ||
| Technology | +19.70% | 7 - 2 | ||
| Developed World ex-US Stocks Momentum | +19.31% | 7 - 2 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +18.92% | 7 - 2 | |
| US Stocks Minimum Volatility | +18.48% | 8 - 1 | ||
| Stocks/Bonds 40/60 2x Leveraged | +17.85% | 8 - 1 | ||
| All Country World Stocks | +17.81% | 8 - 1 | ||
| Stocks/Bonds 80/20 | +17.38% | 8 - 1 | ||
| Second Grader's Starter | Paul Farrell | +17.00% | 8 - 1 | |
| Simple Path to Wealth | JL Collins | +16.58% | 8 - 1 | |
| Dedalo Four | Dedalo Invest | +16.45% | 8 - 1 | |
| Robo Advisor 100 | Betterment | +16.30% | 7 - 2 | |
| Edge Select Aggressive | Merrill Lynch | +16.11% | 7 - 2 | |
| Shield Strategy | Aim Ways | +15.91% | 8 - 1 | |
| Marc Faber Portfolio | Marc Faber | +15.73% | 7 - 2 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | +15.68% | 7 - 2 | |
| Gold Pivot Ptf | Aim Ways | +15.66% | 7 - 2 | |
| Dedalo Eleven | Dedalo Invest | +15.47% | 7 - 2 | |
| Four Funds | Bogleheads | +15.43% | 8 - 1 | |
| Mid-Twenties | Burton Malkiel | +15.41% | 7 - 2 | |
| Three Funds | Bogleheads | +15.40% | 8 - 1 | |
| Sheltered Sam 100/0 | Bill Bernstein | +15.38% | 7 - 2 | |
| Robust | Alpha Architect | +15.35% | 8 - 1 | |
| Core Four | Rick Ferri | +15.23% | 7 - 2 | |
| Late Thirties to Early Forties | Burton Malkiel | +15.22% | 7 - 2 | |
| All Country World 80/20 | +15.21% | 7 - 2 | ||
| LifeStrategy Growth Fund | Vanguard | +15.20% | 7 - 2 | |
| US Stocks Value | +15.04% | 7 - 2 | ||
| Robo Advisor 90 | Betterment | +14.99% | 7 - 2 | |
| Stocks/Bonds 60/40 with Bitcoin | +14.93% | 8 - 1 | ||
| US Stocks Equal Weight | +14.92% | 6 - 3 | ||
| Emerging Markets Stocks | +14.84% | 7 - 2 | ||
| Stocks/Bonds 40/60 Momentum | +14.66% | 8 - 1 | ||
| Mid-Fifties | Burton Malkiel | +14.59% | 7 - 2 | |
| Perfect Portfolio | Ben Stein | +14.34% | 7 - 2 | |
| Edge Select Moderately Aggressive | Merrill Lynch | +14.32% | 7 - 2 | |
| Sheltered Sam 90/10 | Bill Bernstein | +14.27% | 7 - 2 | |
| Stocks/Bonds 60/40 | +14.19% | 8 - 1 | ||
| Simplified Permanent Portfolio | +14.01% | 7 - 2 | ||
| In Saecula Saeculorum | Fulvio Marchese | +13.98% | 8 - 1 | |
| Stocks/Bonds 60/40 ESG | +13.85% | 8 - 1 | ||
| Permanent Portfolio with Bitcoin | Harry Browne | +13.84% | 7 - 2 | |
| Robo Advisor 80 | Betterment | +13.83% | 7 - 2 | |
| Late Sixties and Beyond | Burton Malkiel | +13.48% | 7 - 2 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +13.44% | 7 - 2 | |
| Permanent Portfolio | Harry Browne | +13.39% | 7 - 2 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | +13.26% | 6 - 3 | |
| Margaritaville | Scott Burns | +13.21% | 7 - 2 | |
| Sheltered Sam 80/20 | Bill Bernstein | +13.17% | 7 - 2 | |
| Lazy Portfolio | David Swensen | +13.08% | 7 - 2 | |
| Long Term Portfolio | Ben Stein | +12.98% | 7 - 2 | |
| Developed World ex-US 60/40 Momentum | +12.95% | 7 - 2 | ||
| Talmud Portfolio | Roger Gibson | +12.90% | 7 - 2 | |
| Pinwheel | +12.88% | 7 - 2 | ||
| European Stocks | +12.84% | 6 - 3 | ||
| Yale Endowment | David Swensen | +12.82% | 7 - 2 | |
| Odd-Stats Strategy | Aim Ways | +12.79% | 7 - 2 | |
| Couch Potato | Scott Burns | +12.72% | 8 - 1 | |
| All Country World 60/40 | +12.60% | 7 - 2 | ||
| Gretchen Tai Portfolio | Gretchen Tai | +12.52% | 7 - 2 | |
| Andrew Tobias Portfolio | Andrew Tobias | +12.50% | 8 - 1 | |
| LifeStrategy Moderate Growth | Vanguard | +12.46% | 7 - 2 | |
| Golden Butterfly with Bitcoin | +12.35% | 7 - 2 | ||
| Aggressive Global Income | +12.33% | 6 - 3 | ||
| No Brainer Portfolio | Bill Bernstein | +12.28% | 7 - 2 | |
| Developed World ex-US Stocks | +12.23% | 6 - 3 | ||
| Cape US Sector Value | Robert Shiller | +12.17% | 7 - 2 | |
| Sheltered Sam 70/30 | Bill Bernstein | +12.07% | 7 - 2 | |
| Edge Select Moderate | Merrill Lynch | +12.05% | 7 - 2 | |
| Simple and Cheap | Time Inc | +12.04% | 7 - 2 | |
| Gone Fishin' Portfolio | Alexander Green | +11.98% | 7 - 2 | |
| Golden Butterfly | Tyler | +11.90% | 7 - 2 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +11.89% | 8 - 1 | |
| Weird Portfolio | Value Stock Geek | +11.87% | 6 - 3 | |
| Seven Value | Scott Burns | +11.81% | 7 - 2 | |
| Stocks/Bonds 40/60 with Bitcoin | +11.73% | 8 - 1 | ||
| Dynamic 60/40 Income | +11.55% | 7 - 2 | ||
| Tilt Toward Value | Time Inc | +11.55% | 7 - 2 | |
| PISI Portfolio | Davide Pisicchio | +11.49% | 8 - 1 | |
| Ivy Portfolio | Mebane Faber | +11.47% | 7 - 2 | |
| Desert Portfolio | Gyroscopic Investing | +11.44% | 8 - 1 | |
| Aim comfortable trip | Aim Ways | +11.41% | 7 - 2 | |
| Nano Portfolio | John Wasik | +11.30% | 7 - 2 | |
| Five Fold | Scott Burns | +11.26% | 7 - 2 | |
| Paul Boyer Portfolio | Paul Boyer | +11.26% | 7 - 2 | |
| Family Taxable Portfolio | Ted Aronson | +11.16% | 7 - 2 | |
| Ideal Index | Frank Armstrong | +11.05% | 7 - 2 | |
| Stocks/Bonds 40/60 | +10.99% | 8 - 1 | ||
| Sheltered Sam 60/40 | Bill Bernstein | +10.96% | 7 - 2 | |
| Four Square | Scott Burns | +10.70% | 7 - 2 | |
| Stocks/Bonds 40/60 ESG | +10.70% | 8 - 1 | ||
| Five Asset | Roger Gibson | +10.67% | 7 - 2 | |
| Robo Advisor 50 | Betterment | +10.61% | 7 - 2 | |
| Six Ways from Sunday | Scott Burns | +10.61% | 7 - 2 | |
| Dynamic 40/60 Income | +10.58% | 8 - 1 | ||
| Sandwich Portfolio | Bob Clyatt | +10.52% | 7 - 2 | |
| Developed World ex-US 80/20 | +10.47% | 6 - 3 | ||
| Coward's Portfolio | Bill Bernstein | +10.40% | 7 - 2 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | +10.38% | 7 - 2 | |
| GAA Global Asset Allocation | Mebane Faber | +10.31% | 7 - 2 | |
| Coffeehouse | Bill Schultheis | +10.18% | 7 - 2 | |
| All Country World 40/60 | +10.00% | 7 - 2 | ||
| Lifepath Fund | iShares | +9.96% | 7 - 2 | |
| Global Market Portfolio | Credit Suisse | +9.94% | 7 - 2 | |
| Edge Select Moderately Conservative | Merrill Lynch | +9.93% | 7 - 2 | |
| One-Decision Portfolio | Marvin Appel | +9.89% | 7 - 2 | |
| Sheltered Sam 50/50 | Bill Bernstein | +9.86% | 7 - 2 | |
| Big Rocks Portfolio | Larry Swedroe | +9.80% | 6 - 3 | |
| Developed World ex-US 40/60 Momentum | +9.76% | 8 - 1 | ||
| Ultimate Buy&Hold | FundAdvice | +9.72% | 6 - 3 | |
| LifeStrategy Conservative Growth | Vanguard | +9.72% | 7 - 2 | |
| All Weather Portfolio | Ray Dalio | +9.67% | 7 - 2 | |
| Stocks/Bonds 20/80 Momentum | +9.63% | 8 - 1 | ||
| Simple Money Portfolio | Tim Maurer | +9.57% | 6 - 3 | |
| 7Twelve Portfolio | Craig Israelsen | +9.44% | 7 - 2 | |
| Ulcer Free Strategy | Aim Ways | +8.86% | 7 - 2 | |
| Sheltered Sam 40/60 | Bill Bernstein | +8.75% | 7 - 2 | |
| Developed World ex-US 60/40 | +8.70% | 6 - 3 | ||
| Stocks/Bonds 20/80 | +7.79% | 7 - 2 | ||
| Sheltered Sam 30/70 | Bill Bernstein | +7.65% | 7 - 2 | |
| High Yield Bonds Income | +7.56% | 6 - 3 | ||
| Rob Arnott Portfolio | Rob Arnott | +7.42% | 7 - 2 | |
| All Country World 20/80 | +7.39% | 7 - 2 | ||
| Edge Select Conservative | Merrill Lynch | +7.22% | 7 - 2 | |
| LifeStrategy Income Fund | Vanguard | +6.98% | 7 - 2 | |
| Developed World ex-US 40/60 | +6.93% | 6 - 3 | ||
| Dimensional Retirement Income Fund | DFA | +6.81% | 8 - 1 | |
| Robo Advisor 20 | Betterment | +6.74% | 7 - 2 | |
| Eliminate Fat Tails | Larry Swedroe | +6.70% | 7 - 2 | |
| Sheltered Sam 20/80 | Bill Bernstein | +6.55% | 7 - 2 | |
| Larry Portfolio | Larry Swedroe | +5.85% | 6 - 3 | |
| Sheltered Sam 10/90 | Bill Bernstein | +5.44% | 7 - 2 | |
| Robo Advisor 10 | Betterment | +5.41% | 7 - 2 | |
| Developed World ex-US 20/80 | +5.17% | 7 - 2 | ||
| Conservative Income | Charles Schwab | +5.15% | 6 - 3 | |
| US Inflation Protection | +4.85% | 7 - 2 | ||
| All Country World Bonds | +4.79% | 6 - 3 | ||
| Total Bond US | +4.59% | 6 - 3 | ||
| Sheltered Sam 0/100 | Bill Bernstein | +4.34% | 7 - 2 | |
| 10-year Treasury | +4.16% | 7 - 2 | ||
| Robo Advisor 0 | Betterment | +4.08% | 7 - 2 | |
| Short Term Treasury | +4.00% | 7 - 2 | ||
| US Cash | +3.97% | 9 - 0 | ||
| Total Bond Developed World ex-US | +3.40% | 6 - 3 | ||
| Ark Tech Portfolio | Cathie Wood | -3.37% | 5 - 4 |
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 - 30 Sep 2024
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
FXI
|
China | +32.67% | 6 - 3 |
|
XLU
|
Utilities | +30.52% | 7 - 2 |
|
SLV
|
Silver | +30.44% | 4 - 5 |
|
EBIZ
|
Global E-Commerce | +29.90% | 7 - 2 |
|
ARGT
|
Argentina | +29.62% | 7 - 2 |
|
EWM
|
Malaysia | +29.33% | 7 - 2 |
|
EPU
|
Peru | +28.64% | 6 - 3 |
|
EMQQ
|
Emerging Markets E-Commerce | +27.26% | 6 - 3 |
|
GLD
|
Gold | +27.14% | 7 - 2 |
|
XLC
|
Communication Services | +25.46% | 8 - 1 |
|
VUG
|
US Large Cap Growth | +23.96% | 7 - 2 |
|
EZA
|
South Africa | +22.51% | 7 - 2 |
|
XLF
|
Financials | +21.91% | 6 - 3 |
|
SPY
|
US Large Cap Blend | +21.85% | 8 - 1 |
|
EWS
|
Singapore | +20.62% | 7 - 2 |
|
VTI
|
US Total Stock Market | +20.58% | 8 - 1 |
|
XLI
|
Industrials | +19.98% | 6 - 3 |
|
INDA
|
India | +19.91% | 9 - 0 |
|
QQQ
|
US Technology | +19.70% | 7 - 2 |
|
VTV
|
US Large Cap Value | +18.88% | 8 - 1 |
|
IFRA
|
US Infrastructure | +18.18% | 5 - 4 |
|
XLK
|
Information Technology | +17.90% | 7 - 2 |
|
VT
|
World All Countries | +17.81% | 8 - 1 |
|
IGF
|
Global Infrastructure | +17.65% | 6 - 3 |
|
EWI
|
Italy | +17.61% | 6 - 3 |
|
XLP
|
Consumer Staples | +17.58% | 7 - 2 |
|
CPER
|
Copper | +17.44% | 6 - 3 |
|
VOE
|
US Mid Cap Value | +17.43% | 6 - 3 |
|
METV
|
Metaverse | +17.20% | 5 - 4 |
|
EWP
|
Spain | +17.14% | 5 - 4 |
|
EWT
|
Taiwan | +17.03% | 6 - 3 |
|
EIS
|
Israel | +17.02% | 7 - 2 |
|
GREK
|
Greece | +16.93% | 6 - 3 |
|
EWG
|
Germany | +16.76% | 6 - 3 |
|
IJK
|
US Mid Cap Growth | +16.70% | 5 - 4 |
|
CGW
|
Global Water | +15.45% | 6 - 3 |
|
EWU
|
United Kingdom | +15.38% | 6 - 3 |
|
EWN
|
Netherlands | +15.23% | 6 - 3 |
|
EEM
|
Emerging Markets | +14.84% | 7 - 2 |
|
EDEN
|
Denmark | +14.35% | 6 - 3 |
|
EWC
|
Canada | +14.26% | 6 - 3 |
|
XLV
|
Healthcare | +14.21% | 7 - 2 |
|
XLRE
|
Real Estate | +14.20% | 7 - 2 |
|
XLB
|
Materials | +14.12% | 6 - 3 |
|
TUR
|
Turkey | +14.10% | 5 - 4 |
|
EPHE
|
Philippines | +13.76% | 7 - 2 |
|
EIRL
|
Ireland | +13.61% | 5 - 4 |
|
EWA
|
Australia | +13.53% | 7 - 2 |
|
VNQ
|
US REITs | +13.53% | 7 - 2 |
|
IJH
|
US Mid Cap Blend | +13.48% | 5 - 4 |
|
HACK
|
Cyber Security | +13.11% | 5 - 4 |
|
BOTZ
|
Robotics and Artificial Intelligence | +12.96% | 7 - 2 |
|
EWK
|
Belgium | +12.95% | 6 - 3 |
|
EFA
|
EAFE Stocks | +12.93% | 6 - 3 |
|
VGK
|
Europe | +12.84% | 6 - 3 |
|
XLY
|
Consumer Discretionary | +12.78% | 5 - 4 |
|
IJT
|
US Small Cap Growth | +12.38% | 5 - 4 |
|
EWJ
|
Japan | +12.36% | 6 - 3 |
|
EWD
|
Sweden | +11.75% | 6 - 3 |
|
PFF
|
US Preferred Stocks | +11.04% | 7 - 2 |
|
THD
|
Thailand | +10.73% | 4 - 5 |
|
EWO
|
Austria | +10.27% | 5 - 4 |
|
VPL
|
Pacific | +10.27% | 7 - 2 |
|
EWL
|
Switzerland | +10.18% | 5 - 4 |
|
EWH
|
Hong Kong | +9.75% | 5 - 4 |
|
EMIF
|
Emerging Markets Infrastructure | +9.36% | 6 - 3 |
|
IJR
|
US Small Cap Blend | +9.25% | 5 - 4 |
|
EPOL
|
Poland | +9.00% | 4 - 5 |
|
EMB
|
Emerg. Market Bonds | +8.66% | 6 - 3 |
|
HYG
|
US High Yield Bonds | +8.62% | 8 - 1 |
|
IDNA
|
Genomics Immunology and Healthcare | +7.47% | 4 - 5 |
|
XLE
|
Energy | +7.30% | 3 - 6 |
|
QAT
|
Qatar | +7.07% | 5 - 4 |
|
UAE
|
United Arab Emirates | +6.24% | 5 - 4 |
|
IJS
|
US Small Cap Value | +5.90% | 5 - 4 |
|
EWQ
|
France | +5.47% | 6 - 3 |
|
LQD
|
US Invest. Grade Bonds | +5.15% | 6 - 3 |
|
USO
|
WTI Crude Oil | +4.91% | 4 - 5 |
|
TIP
|
US TIPS | +4.85% | 7 - 2 |
|
BND
|
US Total Bond Market | +4.59% | 6 - 3 |
|
NORW
|
Norway | +4.45% | 4 - 5 |
|
EIDO
|
Indonesia | +4.30% | 6 - 3 |
|
BIL
|
US Cash | +3.97% | 9 - 0 |
|
BNO
|
Brent Oil | +3.66% | 5 - 4 |
|
BNDX
|
International Bonds | +3.40% | 6 - 3 |
|
GXG
|
Colombia | +3.30% | 5 - 4 |
|
BLCN
|
Blockchain | +3.06% | 5 - 4 |
|
ENZL
|
New Zealand | +2.68% | 5 - 4 |
|
KSA
|
Saudi Arabia | +2.38% | 5 - 4 |
|
XT
|
Exponential Techonologies | +1.96% | 6 - 3 |
|
TLT
|
US Long Term Treasuries | +1.86% | 6 - 3 |
|
DBC
|
Commodities | +1.04% | 4 - 5 |
|
ECH
|
Chile | -0.83% | 7 - 2 |
|
VNM
|
Vietnam | -1.08% | 5 - 4 |
|
SNSR
|
Internet Of Things | -1.41% | 4 - 5 |
|
PPLT
|
Platinum | -1.49% | 4 - 5 |
|
EWY
|
South Korea | -2.40% | 4 - 5 |
|
ICLN
|
Global Clean Energy | -5.04% | 6 - 3 |
|
PALL
|
Palladium | -9.33% | 4 - 5 |
|
IDRV
|
Self-Driving EV and Tech | -9.91% | 4 - 5 |
|
FLLA
|
Latin America | -12.67% | 4 - 5 |
|
EWZ
|
Brazil | -12.86% | 3 - 6 |
|
UNG
|
Natural Gas | -19.48% | 2 - 7 |
|
EWW
|
Mexico | -20.18% | 2 - 7 |
| Legend: Stocks Fixed Income Commodities |
