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If you invest in an ETF Portfolio, with low cost fees and very little maintenance needed, you can actually build your financial freedom path.
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Portfolios are ordered by their most recent Dividend Yield. Click on column header to sort table.
Last Update - 30 Nov 2023
2023 Dividend Yield is calculated only for a portion of the year (Jan - Nov)
% Allocation |
Div.Yield (%) |
Ann. Returns (%) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | Stocks | Bonds | Comm. | 2023 | 2022 ▾ | 1Y | 5Y | 10Y | |
| US Inflation Protection |
0 | 100 | 0 | 2.00 | 5.89 | -0.52 | +2.25 | +1.71 | |
| Dimensional Retirement Income Fund DFA |
20.4 | 79.6 | 0 | 2.53 | 4.29 | +4.03 | +3.89 | +3.16 | |
| High Yield Bonds Income |
0 | 100 | 0 | 4.58 | 4.25 | +4.49 | +2.24 | +2.92 | |
| Couch Potato Scott Burns |
50 | 50 | 0 | 1.64 | 3.61 | +6.35 | +7.16 | +6.57 | |
| Aggressive Global Income |
80 | 20 | 0 | 3.17 | 3.49 | +2.65 | +4.72 | +5.01 | |
| Six Ways from Sunday Scott Burns |
66.7 | 33.3 | 0 | 2.06 | 3.30 | +2.82 | +7.22 | +5.78 | |
| Margaritaville Scott Burns |
67 | 33 | 0 | 1.77 | 3.25 | +6.97 | +6.63 | +5.74 | |
| Seven Value Scott Burns |
71.5 | 28.5 | 0 | 2.04 | 3.17 | +2.52 | +7.42 | +6.32 | |
| Sheltered Sam 0/100 Bill Bernstein |
0 | 100 | 0 | 2.14 | 3.10 | +1.59 | +1.58 | +1.18 | |
| Dynamic 40/60 Income |
40 | 60 | 0 | 3.42 | 3.06 | +5.58 | +3.96 | +4.28 | |
| Eliminate Fat Tails Larry Swedroe |
30 | 70 | 0 | 2.43 | 3.01 | +1.39 | +2.68 | +2.55 | |
| Dimensional 2030 Retirement Income DFA |
55.9 | 44.1 | 0 | 1.67 | 3.00 | +6.69 | +6.25 | +5.64 | |
| Sheltered Sam 10/90 Bill Bernstein |
9.7 | 90 | 0.3 | 2.10 | 2.99 | +1.86 | +2.24 | +1.88 | |
| Nano Portfolio John Wasik |
60 | 40 | 0 | 2.12 | 2.90 | +4.25 | +5.18 | +5.17 | |
| Sheltered Sam 20/80 Bill Bernstein |
19.4 | 80 | 0.6 | 2.06 | 2.88 | +2.12 | +2.90 | +2.57 | |
| Dynamic 60/40 Income |
60 | 40 | 0 | 3.24 | 2.82 | +4.22 | +4.74 | +5.24 | |
| Conservative Income Charles Schwab |
5 | 95 | 0 | 2.88 | 2.82 | +1.95 | +1.71 | +1.85 | |
| Five Fold Scott Burns |
60 | 40 | 0 | 1.97 | 2.79 | +4.07 | +5.04 | +5.31 | |
| Four Square Scott Burns |
50 | 50 | 0 | 1.72 | 2.78 | +5.81 | +5.13 | +4.84 | |
| Sheltered Sam 30/70 Bill Bernstein |
29.1 | 70 | 0.9 | 2.02 | 2.77 | +2.37 | +3.54 | +3.26 | |
| European Stocks |
100 | 0 | 0 | 2.85 | 2.67 | +12.15 | +7.14 | +4.12 | |
| Sheltered Sam 40/60 Bill Bernstein |
38.8 | 60 | 1.2 | 1.98 | 2.67 | +2.62 | +4.16 | +3.93 | |
| Yale Endowment David Swensen |
70 | 30 | 0 | 2.02 | 2.58 | +3.53 | +5.53 | +6.07 | |
| Sheltered Sam 50/50 Bill Bernstein |
48.5 | 50 | 1.5 | 1.94 | 2.56 | +2.86 | +4.77 | +4.59 | |
| Lazy Portfolio David Swensen |
70 | 30 | 0 | 1.89 | 2.52 | +4.85 | +5.91 | +5.96 | |
| Gone Fishin' Portfolio Alexander Green |
65 | 30 | 5 | 1.94 | 2.48 | +4.32 | +5.33 | +5.11 | |
| Family Taxable Portfolio Ted Aronson |
70 | 30 | 0 | 1.72 | 2.45 | +3.36 | +5.09 | +5.50 | |
| Sheltered Sam 60/40 Bill Bernstein |
58.2 | 40 | 1.8 | 1.90 | 2.45 | +3.10 | +5.37 | +5.24 | |
| Gretchen Tai Portfolio Gretchen Tai |
70 | 30 | 0 | 2.00 | 2.43 | +5.98 | +5.58 | +5.32 | |
| Developed World ex-US Stocks |
100 | 0 | 0 | 2.16 | 2.42 | +9.27 | +6.03 | +4.14 | |
| Zefiro Portfolio Zefiro SCF |
20 | 50 | 30 | 1.36 | 2.40 | +2.51 | +5.86 | +3.73 | |
| Ultimate Buy&Hold FundAdvice |
60 | 40 | 0 | 2.04 | 2.37 | +2.96 | +3.88 | +4.10 | |
| Lifepath Fund iShares |
40.4 | 59.6 | 0 | 2.00 | 2.36 | +4.76 | +4.50 | +4.43 | |
| Sheltered Sam 70/30 Bill Bernstein |
67.9 | 30 | 2.1 | 1.86 | 2.34 | +3.33 | +5.95 | +5.88 | |
| Jane Bryant Quinn Portfolio Jane Bryant Quinn |
70 | 30 | 0 | 1.91 | 2.33 | +6.96 | +6.87 | +6.59 | |
| Rob Arnott Portfolio Rob Arnott |
30 | 60 | 10 | 2.09 | 2.31 | +1.65 | +4.21 | +3.83 | |
| Robo Advisor 50 Betterment |
49.9 | 50.1 | 0 | 1.91 | 2.29 | +4.55 | +4.29 | +4.52 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
100 | 0 | 0 | 1.95 | 2.27 | +3.62 | +5.57 | +6.02 | |
| Four Funds Bogleheads |
80 | 20 | 0 | 1.69 | 2.25 | +8.98 | +7.89 | +7.14 | |
| Sheltered Sam 80/20 Bill Bernstein |
77.6 | 20 | 2.4 | 1.82 | 2.23 | +3.56 | +6.52 | +6.51 | |
| Total Bond US |
0 | 100 | 0 | 2.37 | 2.23 | +0.97 | +0.72 | +1.33 | |
| Developed World ex-US 80/20 |
80 | 20 | 0 | 2.04 | 2.20 | +7.90 | +5.01 | +3.84 | |
| Developed World ex-US Stocks Momentum |
100 | 0 | 0 | 1.40 | 2.19 | +8.31 | +6.93 | +3.87 | |
| All Country World Bonds |
0 | 100 | 0 | 2.31 | 2.17 | +1.96 | +0.67 | +1.74 | |
| Late Sixties and Beyond Burton Malkiel |
71 | 29 | 0 | 2.33 | 2.16 | +5.57 | +6.15 | +6.25 | |
| Talmud Portfolio Roger Gibson |
66.7 | 33.3 | 0 | 2.20 | 2.13 | +3.75 | +5.78 | +6.58 | |
| Sheltered Sam 90/10 Bill Bernstein |
87.3 | 10 | 2.7 | 1.78 | 2.12 | +3.78 | +7.08 | +7.14 | |
| All Country World 20/80 |
20 | 80 | 0 | 2.16 | 2.09 | +3.81 | +2.45 | +3.03 | |
| Mid-Fifties Burton Malkiel |
80 | 20 | 0 | 2.05 | 2.08 | +6.44 | +6.59 | +6.55 | |
| Global Market Portfolio Credit Suisse |
45 | 55 | 0 | 2.18 | 2.08 | +3.75 | +4.06 | +4.63 | |
| Stocks/Bonds 20/80 Momentum |
20 | 80 | 0 | 2.14 | 2.07 | +0.82 | +2.29 | +3.41 | |
| US Stocks Value |
100 | 0 | 0 | 1.52 | 2.07 | +10.56 | +10.48 | +9.54 | |
| Coffeehouse Bill Schultheis |
60 | 40 | 0 | 2.02 | 2.05 | +1.51 | +4.72 | +5.35 | |
| Stocks/Bonds 20/80 |
20 | 80 | 0 | 2.15 | 2.05 | +3.48 | +3.07 | +3.39 | |
| Dedalo Eleven Dedalo Invest |
80 | 20 | 0 | 1.67 | 2.04 | +8.85 | +7.69 | +7.32 | |
| Robo Advisor 80 Betterment |
80 | 20 | 0 | 1.69 | 2.03 | +5.91 | +6.39 | +6.19 | |
| Sheltered Sam 100/0 Bill Bernstein |
97 | 0 | 3 | 1.74 | 2.02 | +3.99 | +7.63 | +7.75 | |
| All Country World 40/60 |
40 | 60 | 0 | 2.01 | 2.02 | +5.63 | +4.18 | +4.28 | |
| Simple and Cheap Time Inc |
60 | 40 | 0 | 1.96 | 2.00 | +5.83 | +5.51 | +5.58 | |
| Tilt Toward Value Time Inc |
60 | 40 | 0 | 1.95 | 1.99 | +4.51 | +5.38 | +5.66 | |
| Developed World ex-US 60/40 |
60 | 40 | 0 | 1.92 | 1.98 | +6.54 | +3.95 | +3.49 | |
| Late Thirties to Early Forties Burton Malkiel |
85 | 15 | 0 | 1.89 | 1.97 | +7.20 | +6.94 | +6.72 | |
| Robo Advisor 90 Betterment |
90.1 | 9.9 | 0 | 1.62 | 1.95 | +6.44 | +7.11 | +6.75 | |
| Emerging Markets Stocks |
100 | 0 | 0 | 0.82 | 1.95 | +2.42 | +1.46 | +1.42 | |
| Mid-Twenties Burton Malkiel |
87 | 13 | 0 | 1.84 | 1.94 | +7.43 | +6.97 | +6.71 | |
| All Country World 60/40 |
60 | 40 | 0 | 1.86 | 1.94 | +7.42 | +5.86 | +5.48 | |
| Core Four Rick Ferri |
80 | 20 | 0 | 1.81 | 1.93 | +8.15 | +7.56 | +7.22 | |
| LifeStrategy Income Fund Vanguard |
20 | 80 | 0 | 2.02 | 1.93 | +3.41 | +2.48 | +2.98 | |
| Stocks/Bonds 40/60 Momentum |
40 | 60 | 0 | 1.91 | 1.92 | +0.67 | +3.80 | +5.44 | |
| LifeStrategy Conservative Growth Vanguard |
40 | 60 | 0 | 1.91 | 1.90 | +5.35 | +4.25 | +4.37 | |
| One-Decision Portfolio Marvin Appel |
50 | 50 | 0 | 2.90 | 1.90 | +3.85 | +5.26 | +5.48 | |
| Stocks/Bonds 40/60 ESG |
40 | 60 | 0 | 1.92 | 1.89 | +7.34 | +5.73 | +4.71 | |
| Three Funds Bogleheads |
80 | 20 | 0 | 1.72 | 1.89 | +9.13 | +7.75 | +7.10 | |
| Edge Select Moderately Conservative Merrill Lynch |
37 | 63 | 0 | 2.16 | 1.88 | +6.48 | +4.73 | +4.63 | |
| LifeStrategy Moderate Growth Vanguard |
60 | 40 | 0 | 1.80 | 1.88 | +7.25 | +5.96 | +5.71 | |
| Five Asset Roger Gibson |
60 | 20 | 20 | 1.68 | 1.88 | +2.89 | +6.97 | +5.17 | |
| Ideal Index Frank Armstrong |
70 | 30 | 0 | 1.98 | 1.88 | +3.52 | +5.00 | +4.92 | |
| Perfect Portfolio Ben Stein |
80 | 20 | 0 | 2.07 | 1.87 | +8.43 | +7.81 | +6.67 | |
| Stocks/Bonds 40/60 |
40 | 60 | 0 | 1.93 | 1.87 | +5.92 | +5.34 | +5.41 | |
| All Country World 80/20 |
80 | 20 | 0 | 1.71 | 1.86 | +9.18 | +7.49 | +6.63 | |
| Edge Select Moderate Merrill Lynch |
53 | 47 | 0 | 2.01 | 1.86 | +8.05 | +6.13 | +5.73 | |
| LifeStrategy Growth Fund Vanguard |
80 | 20 | 0 | 1.69 | 1.85 | +9.11 | +7.61 | +7.00 | |
| GAA Global Asset Allocation Mebane Faber |
40.5 | 49.5 | 10 | 1.98 | 1.84 | +4.30 | +4.83 | +4.46 | |
| Developed World ex-US 60/40 Momentum |
60 | 40 | 0 | 1.47 | 1.84 | +5.95 | +4.51 | +3.36 | |
| Stocks/Bonds 40/60 with Bitcoin |
39 | 59 | 2 | 1.89 | 1.83 | +8.15 | +7.06 | +5.66 | |
| Robo Advisor 100 Betterment |
100 | 0 | 0 | 1.49 | 1.83 | +7.21 | +7.75 | +7.22 | |
| Robust Alpha Architect |
70 | 20 | 10 | 1.71 | 1.83 | +0.67 | +5.80 | +6.04 | |
| Aim Bold Strategy Aim Ways |
45 | 40 | 15 | 1.84 | 1.80 | +12.60 | +8.11 | +6.91 | |
| Second Grader's Starter Paul Farrell |
90 | 10 | 0 | 1.61 | 1.80 | +10.27 | +8.80 | +8.05 | |
| Ivy Portfolio Mebane Faber |
60 | 20 | 20 | 1.73 | 1.79 | +3.18 | +6.47 | +4.48 | |
| Edge Select Moderately Aggressive Merrill Lynch |
69 | 31 | 0 | 1.79 | 1.79 | +10.00 | +7.58 | +6.90 | |
| All Country World Stocks |
100 | 0 | 0 | 1.56 | 1.78 | +10.90 | +9.07 | +7.75 | |
| Robo Advisor 20 Betterment |
19.9 | 80.1 | 0 | 2.09 | 1.78 | +3.66 | +2.44 | +2.44 | |
| Edge Select Conservative Merrill Lynch |
21 | 79 | 0 | 2.63 | 1.77 | +4.24 | +3.06 | +3.13 | |
| Simple Money Portfolio Tim Maurer |
60 | 40 | 0 | 1.83 | 1.76 | +3.59 | +4.21 | +4.32 | |
| Stocks/Bonds 60/40 Momentum |
60 | 40 | 0 | 1.67 | 1.76 | +0.49 | +5.28 | +7.42 | |
| Developed World ex-US 40/60 |
40 | 60 | 0 | 1.81 | 1.75 | +5.19 | +2.84 | +3.07 | |
| Big Rocks Portfolio Larry Swedroe |
60 | 40 | 0 | 1.99 | 1.75 | +3.04 | +4.56 | +4.73 | |
| Long Term Portfolio Ben Stein |
80 | 20 | 0 | 2.11 | 1.73 | +6.46 | +6.49 | +6.14 | |
| Marc Faber Portfolio Marc Faber |
50 | 25 | 25 | 1.70 | 1.71 | +6.11 | +6.36 | +5.43 | |
| Edge Select Aggressive Merrill Lynch |
84 | 16 | 0 | 1.55 | 1.69 | +11.19 | +8.67 | +7.82 | |
| Stocks/Bonds 60/40 |
60 | 40 | 0 | 1.71 | 1.69 | +8.27 | +7.53 | +7.37 | |
| Developed World ex-US 40/60 Momentum |
40 | 60 | 0 | 1.50 | 1.66 | +4.79 | +3.22 | +2.99 | |
| Stocks/Bonds 60/40 with Bitcoin |
59 | 39 | 2 | 1.67 | 1.65 | +10.47 | +9.22 | +7.56 | |
| Stocks/Bonds 60/40 ESG |
60 | 40 | 0 | 1.62 | 1.62 | +10.32 | +8.15 | +6.39 | |
| 10-year Treasury |
0 | 100 | 0 | 2.40 | 1.61 | -1.61 | +0.01 | +0.99 | |
| Coward's Portfolio Bill Bernstein |
60 | 40 | 0 | 1.87 | 1.61 | +3.80 | +5.17 | +5.17 | |
| Andrew Tobias Portfolio Andrew Tobias |
66.7 | 33.3 | 0 | 1.83 | 1.61 | +8.95 | +6.50 | +5.48 | |
| Stocks/Bonds 80/20 Momentum |
80 | 20 | 0 | 1.44 | 1.61 | +0.31 | +6.71 | +9.36 | |
| Pinwheel |
65 | 25 | 10 | 1.83 | 1.60 | +5.01 | +5.65 | +5.16 | |
| US Stocks Equal Weight |
100 | 0 | 0 | 1.40 | 1.59 | +1.44 | +9.86 | +9.71 | |
| No Brainer Portfolio Bill Bernstein |
75 | 25 | 0 | 1.69 | 1.58 | +5.56 | +6.37 | +6.15 | |
| Simple Path to Wealth JL Collins |
75 | 25 | 0 | 1.55 | 1.56 | +9.98 | +9.13 | +8.81 | |
| Developed World ex-US 20/80 |
20 | 80 | 0 | 1.69 | 1.53 | +3.84 | +1.70 | +2.60 | |
| Robo Advisor 10 Betterment |
9.9 | 90.1 | 0 | 2.14 | 1.52 | +3.36 | +1.79 | +1.65 | |
| Stocks/Bonds 80/20 |
80 | 20 | 0 | 1.49 | 1.51 | +10.54 | +9.65 | +9.29 | |
| Larry Portfolio Larry Swedroe |
30 | 70 | 0 | 1.75 | 1.50 | +0.69 | +1.78 | +2.23 | |
| Weird Portfolio Value Stock Geek |
60 | 20 | 20 | 1.72 | 1.49 | +0.47 | +4.64 | +5.17 | |
| Sandwich Portfolio Bob Clyatt |
55 | 45 | 0 | 1.73 | 1.48 | +4.45 | +4.56 | +4.71 | |
| Dedalo Three Dedalo Invest |
100 | 0 | 0 | 1.36 | 1.47 | +12.18 | +10.92 | +10.15 | |
| US Stocks Momentum |
100 | 0 | 0 | 1.21 | 1.45 | +0.11 | +8.09 | +11.25 | |
| US Stocks Minimum Volatility |
100 | 0 | 0 | 1.38 | 1.45 | +3.33 | +8.15 | +10.13 | |
| Dedalo Four Dedalo Invest |
80 | 20 | 0 | 1.40 | 1.44 | +10.31 | +8.96 | +8.60 | |
| All Weather Portfolio Ray Dalio |
30 | 55 | 15 | 1.65 | 1.36 | +1.62 | +4.70 | +4.74 | |
| All Weather Portfolio with Bitcoin Ray Dalio |
30 | 55 | 15 | 1.65 | 1.35 | +3.90 | +6.28 | +4.98 | |
| US Stocks |
100 | 0 | 0 | 1.27 | 1.33 | +12.72 | +11.71 | +11.16 | |
| 7Twelve Portfolio Craig Israelsen |
50 | 33.3 | 16.7 | 1.57 | 1.32 | +2.16 | +5.36 | +3.65 | |
| Warren Buffett Portfolio Warren Buffett |
90 | 10 | 0 | 1.35 | 1.31 | +13.59 | +11.47 | +10.69 | |
| Total Bond Developed World ex-US |
0 | 100 | 0 | 1.57 | 1.31 | +2.49 | +0.52 | +2.06 | |
| Robo Advisor 0 Betterment |
0 | 100 | 0 | 2.19 | 1.27 | +3.01 | +1.11 | +0.85 | |
| Short Term Treasury |
0 | 100 | 0 | 2.23 | 1.24 | +2.96 | +1.04 | +0.77 | |
| Paul Boyer Portfolio Paul Boyer |
25 | 50 | 25 | 1.44 | 1.15 | +2.24 | +3.43 | +3.11 | |
| Simplified Permanent Portfolio |
25 | 50 | 25 | 1.52 | 1.14 | +6.25 | +5.73 | +4.66 | |
| Desert Portfolio with Bitcoin Gyroscopic Investing |
30 | 60 | 10 | 1.44 | 1.14 | +8.47 | +6.88 | +4.88 | |
| Desert Portfolio Gyroscopic Investing |
30 | 60 | 10 | 1.44 | 1.14 | +6.35 | +5.21 | +4.54 | |
| Golden Butterfly with Bitcoin |
40 | 40 | 20 | 1.48 | 1.13 | +5.56 | +7.34 | +5.56 | |
| Golden Butterfly Tyler |
40 | 40 | 20 | 1.48 | 1.13 | +3.46 | +5.69 | +5.29 | |
| Permanent Portfolio Harry Browne |
25 | 50 | 25 | 1.97 | 1.13 | +6.34 | +5.76 | +4.86 | |
| Permanent Portfolio with Bitcoin Harry Browne |
25 | 50 | 25 | 1.97 | 1.13 | +8.48 | +7.42 | +5.08 | |
| US Stocks ESG |
100 | 0 | 0 | 1.01 | 1.07 | +15.83 | +12.59 | +9.49 | |
| Technology |
100 | 0 | 0 | 0.57 | 0.54 | +33.45 | +18.87 | +17.35 | |
| Cape US Sector Value Robert Shiller |
100 | 0 | 0 | 0.76 | 0.44 | +12.17 | +13.49 | +13.36 | |
| Talmud Portfolio 2x Leveraged Roger Gibson |
66.7 | 33.3 | 0 | 1.07 | 0.42 | -1.17 | +5.34 | +9.05 | |
| All Weather Portfolio 2x Leveraged Ray Dalio |
37.5 | 55 | 7.5 | 1.34 | 0.42 | -4.73 | +6.32 | +7.38 | |
| Stocks/Bonds 40/60 2x Leveraged |
40 | 60 | 0 | 1.52 | 0.32 | +2.56 | +5.86 | +7.60 | |
| Stocks/Bonds 60/40 2x Leveraged |
60 | 40 | 0 | 1.02 | 0.31 | +8.35 | +9.79 | +11.22 | |
| Desert Portfolio 2x Leveraged Gyroscopic Investing |
30 | 60 | 10 | 1.52 | 0.29 | +2.62 | +5.46 | +6.26 | |
| Golden Butterfly 2x Leveraged |
40 | 40 | 20 | 1.12 | 0.25 | +0.92 | +5.89 | +6.59 | |
| Simplified Permanent Portfolio 2x Leveraged |
25 | 50 | 25 | 1.27 | 0.24 | +5.62 | +6.91 | +6.06 | |
| Ark Tech Portfolio Cathie Wood |
100 | 0 | 0 | 0.29 | 0.00 | +18.84 | +6.33 | ||
| Gold |
0 | 0 | 100 | 0.00 | 0.00 | +14.53 | +10.31 | +4.57 | |
Annual Returns are calculated assuming the reinvestment of dividends. They are also calculated on the hypothesis of a yearly rebalancing of the portfolios (at the beginning of the year)
Returns refer to investiments in US Dollars.
If you need a deeper analysis, not only focused on dividend yield, visit the Lazy Portfolio ETF Homepage.
