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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 - 31 May 2023
2023 Dividend Yield is calculated only for a portion of the year (Jan - May)
% Allocation |
Div.Yield (%) |
Ann. Returns (%) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | Stocks | Bonds | Comm. | 2023 | 2022 ▾ | 1Y | 5Y | 10Y | |
| US Inflation Protection |
0 | 100 | 0 | 0.12 | 5.89 | -5.71 | +2.20 | +1.42 | |
| Dimensional Retirement Income Fund DFA |
20.4 | 79.6 | 0 | 0.43 | 4.29 | -1.04 | +3.32 | +3.06 | |
| High Yield Bonds Income |
0 | 100 | 0 | 1.64 | 4.25 | -2.90 | +1.25 | +2.57 | |
| Couch Potato Scott Burns |
50 | 50 | 0 | 0.27 | 3.61 | -1.84 | +6.25 | +6.61 | |
| Aggressive Global Income |
80 | 20 | 0 | 0.85 | 3.49 | -5.52 | +3.38 | +5.25 | |
| Six Ways from Sunday Scott Burns |
66.7 | 33.3 | 0 | 0.53 | 3.30 | -3.72 | +5.68 | +5.64 | |
| Margaritaville Scott Burns |
67 | 33 | 0 | 0.25 | 3.25 | -1.46 | +5.12 | +5.94 | |
| Seven Value Scott Burns |
71.5 | 28.5 | 0 | 0.54 | 3.17 | -3.73 | +6.04 | +6.25 | |
| Sheltered Sam 0/100 Bill Bernstein |
0 | 100 | 0 | 0.44 | 3.10 | -2.36 | +1.46 | +1.00 | |
| Dynamic 40/60 Income |
40 | 60 | 0 | 1.14 | 3.06 | -2.03 | +2.88 | +4.02 | |
| Eliminate Fat Tails Larry Swedroe |
30 | 70 | 0 | 0.60 | 3.01 | -3.05 | +1.85 | +2.63 | |
| Dimensional 2030 Retirement Income DFA |
55.9 | 44.1 | 0 | 0.31 | 3.00 | -1.37 | +5.04 | +5.75 | |
| Sheltered Sam 10/90 Bill Bernstein |
9.7 | 90 | 0.3 | 0.44 | 2.99 | -2.48 | +1.99 | +1.78 | |
| Nano Portfolio John Wasik |
60 | 40 | 0 | 0.44 | 2.90 | -3.70 | +4.41 | +5.15 | |
| Sheltered Sam 20/80 Bill Bernstein |
19.4 | 80 | 0.6 | 0.44 | 2.88 | -2.60 | +2.50 | +2.54 | |
| Dynamic 60/40 Income |
60 | 40 | 0 | 1.07 | 2.82 | -4.63 | +3.97 | +4.90 | |
| Conservative Income Charles Schwab |
5 | 95 | 0 | 0.86 | 2.82 | -2.07 | +1.60 | +1.67 | |
| Five Fold Scott Burns |
60 | 40 | 0 | 0.45 | 2.79 | -4.35 | +4.21 | +5.18 | |
| Four Square Scott Burns |
50 | 50 | 0 | 0.33 | 2.78 | -1.44 | +3.99 | +4.95 | |
| Sheltered Sam 30/70 Bill Bernstein |
29.1 | 70 | 0.9 | 0.44 | 2.77 | -2.72 | +2.99 | +3.28 | |
| European Stocks |
100 | 0 | 0 | 0.38 | 2.67 | +4.26 | +4.15 | +5.05 | |
| Sheltered Sam 40/60 Bill Bernstein |
38.8 | 60 | 1.2 | 0.44 | 2.67 | -2.85 | +3.48 | +4.02 | |
| Yale Endowment David Swensen |
70 | 30 | 0 | 0.50 | 2.58 | -5.06 | +4.71 | +6.09 | |
| Sheltered Sam 50/50 Bill Bernstein |
48.5 | 50 | 1.5 | 0.43 | 2.56 | -2.97 | +3.94 | +4.74 | |
| Lazy Portfolio David Swensen |
70 | 30 | 0 | 0.44 | 2.52 | -4.15 | +4.95 | +5.89 | |
| Gone Fishin' Portfolio Alexander Green |
65 | 30 | 5 | 0.46 | 2.48 | -2.89 | +3.81 | +5.43 | |
| Family Taxable Portfolio Ted Aronson |
70 | 30 | 0 | 0.38 | 2.45 | -3.43 | +3.63 | +6.00 | |
| Sheltered Sam 60/40 Bill Bernstein |
58.2 | 40 | 1.8 | 0.43 | 2.45 | -3.09 | +4.39 | +5.44 | |
| Gretchen Tai Portfolio Gretchen Tai |
70 | 30 | 0 | 0.49 | 2.43 | -2.06 | +4.06 | +5.62 | |
| Developed World ex-US Stocks |
100 | 0 | 0 | 0.38 | 2.42 | +1.18 | +3.21 | +4.92 | |
| Zefiro Portfolio Zefiro SCF |
20 | 50 | 30 | 0.28 | 2.40 | -6.60 | +4.63 | +3.50 | |
| Ultimate Buy&Hold FundAdvice |
60 | 40 | 0 | 0.50 | 2.37 | -3.56 | +2.64 | +4.46 | |
| Lifepath Fund iShares |
40.4 | 59.6 | 0 | 0.53 | 2.36 | -1.54 | +3.71 | +4.61 | |
| Sheltered Sam 70/30 Bill Bernstein |
67.9 | 30 | 2.1 | 0.43 | 2.34 | -3.22 | +4.83 | +6.13 | |
| Jane Bryant Quinn Portfolio Jane Bryant Quinn |
70 | 30 | 0 | 0.49 | 2.33 | -1.58 | +5.68 | +6.75 | |
| Rob Arnott Portfolio Rob Arnott |
30 | 60 | 10 | 0.63 | 2.31 | -6.31 | +3.30 | +3.64 | |
| Robo Advisor 50 Betterment |
49.9 | 50.1 | 0 | 0.48 | 2.29 | -1.92 | +3.12 | +4.65 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
100 | 0 | 0 | 0.41 | 2.27 | -4.73 | +3.48 | +6.63 | |
| Four Funds Bogleheads |
80 | 20 | 0 | 0.36 | 2.25 | +0.02 | +6.21 | +7.41 | |
| Sheltered Sam 80/20 Bill Bernstein |
77.6 | 20 | 2.4 | 0.43 | 2.23 | -3.34 | +5.26 | +6.82 | |
| Total Bond US |
0 | 100 | 0 | 0.74 | 2.23 | -2.40 | +0.80 | +1.34 | |
| Developed World ex-US 80/20 |
80 | 20 | 0 | 0.42 | 2.20 | +0.69 | +2.77 | +4.45 | |
| Developed World ex-US Stocks Momentum |
100 | 0 | 0 | 0.00 | 2.19 | -1.51 | +3.53 | +4.32 | |
| All Country World Bonds |
0 | 100 | 0 | 0.76 | 2.17 | -2.08 | +0.51 | +1.57 | |
| Late Sixties and Beyond Burton Malkiel |
71 | 29 | 0 | 0.70 | 2.16 | -2.22 | +5.10 | +6.19 | |
| Talmud Portfolio Roger Gibson |
66.7 | 33.3 | 0 | 0.69 | 2.13 | -5.44 | +5.36 | +6.35 | |
| Sheltered Sam 90/10 Bill Bernstein |
87.3 | 10 | 2.7 | 0.43 | 2.12 | -3.47 | +5.67 | +7.48 | |
| All Country World 20/80 |
20 | 80 | 0 | 0.67 | 2.09 | -1.47 | +1.85 | +2.97 | |
| Mid-Fifties Burton Malkiel |
80 | 20 | 0 | 0.56 | 2.08 | -2.03 | +5.25 | +6.57 | |
| Global Market Portfolio Credit Suisse |
45 | 55 | 0 | 0.67 | 2.08 | -2.96 | +3.27 | +4.69 | |
| Stocks/Bonds 20/80 Momentum |
20 | 80 | 0 | 0.70 | 2.07 | -2.98 | +1.89 | +3.50 | |
| US Stocks Value |
100 | 0 | 0 | 0.49 | 2.07 | +2.38 | +9.02 | +9.61 | |
| Coffeehouse Bill Schultheis |
60 | 40 | 0 | 0.58 | 2.05 | -4.25 | +3.89 | +5.68 | |
| Stocks/Bonds 20/80 |
20 | 80 | 0 | 0.67 | 2.05 | -1.47 | +2.78 | +3.48 | |
| Robo Advisor 80 Betterment |
80 | 20 | 0 | 0.43 | 2.03 | -1.96 | +4.65 | +6.54 | |
| Sheltered Sam 100/0 Bill Bernstein |
97 | 0 | 3 | 0.42 | 2.02 | -3.60 | +6.07 | +8.14 | |
| All Country World 40/60 |
40 | 60 | 0 | 0.59 | 2.02 | -0.88 | +3.14 | +4.31 | |
| Simple and Cheap Time Inc |
60 | 40 | 0 | 0.54 | 2.00 | -1.96 | +4.50 | +5.66 | |
| Tilt Toward Value Time Inc |
60 | 40 | 0 | 0.56 | 1.99 | -2.61 | +4.47 | +5.80 | |
| Developed World ex-US 60/40 |
60 | 40 | 0 | 0.45 | 1.98 | +0.19 | +2.27 | +3.91 | |
| Late Thirties to Early Forties Burton Malkiel |
85 | 15 | 0 | 0.48 | 1.97 | -1.54 | +5.42 | +6.82 | |
| Robo Advisor 90 Betterment |
90.1 | 9.9 | 0 | 0.40 | 1.95 | -1.83 | +5.17 | +7.15 | |
| Emerging Markets Stocks |
100 | 0 | 0 | 0.00 | 1.95 | -8.29 | -1.39 | +1.39 | |
| Mid-Twenties Burton Malkiel |
87 | 13 | 0 | 0.45 | 1.94 | -1.55 | +5.36 | +6.82 | |
| All Country World 60/40 |
60 | 40 | 0 | 0.50 | 1.94 | -0.29 | +4.38 | +5.61 | |
| LifeStrategy Income Fund Vanguard |
20 | 80 | 0 | 0.62 | 1.93 | -1.45 | +2.09 | +3.03 | |
| Core Four Rick Ferri |
80 | 20 | 0 | 0.47 | 1.93 | -0.93 | +6.12 | +7.41 | |
| Stocks/Bonds 40/60 Momentum |
40 | 60 | 0 | 0.66 | 1.92 | -3.55 | +2.91 | +5.58 | |
| LifeStrategy Conservative Growth Vanguard |
40 | 60 | 0 | 0.55 | 1.90 | -0.83 | +3.42 | +4.51 | |
| One-Decision Portfolio Marvin Appel |
50 | 50 | 0 | 1.01 | 1.90 | -2.78 | +4.58 | +5.37 | |
| Stocks/Bonds 40/60 ESG |
40 | 60 | 0 | 0.67 | 1.89 | +0.19 | +4.50 | +4.83 | |
| Three Funds Bogleheads |
80 | 20 | 0 | 0.42 | 1.89 | +0.37 | +6.09 | +7.40 | |
| Edge Select Moderately Conservative Merrill Lynch |
37 | 63 | 0 | 0.68 | 1.88 | -0.21 | +3.84 | +4.72 | |
| LifeStrategy Moderate Growth Vanguard |
60 | 40 | 0 | 0.48 | 1.88 | -0.22 | +4.70 | +5.93 | |
| Five Asset Roger Gibson |
60 | 20 | 20 | 0.45 | 1.88 | -8.62 | +5.13 | +4.94 | |
| Ideal Index Frank Armstrong |
70 | 30 | 0 | 0.47 | 1.88 | -2.80 | +3.70 | +5.25 | |
| Perfect Portfolio Ben Stein |
80 | 20 | 0 | 0.60 | 1.87 | +0.44 | +6.00 | +6.83 | |
| Stocks/Bonds 40/60 |
40 | 60 | 0 | 0.61 | 1.87 | -0.54 | +4.69 | +5.55 | |
| All Country World 80/20 |
80 | 20 | 0 | 0.42 | 1.86 | +0.29 | +5.56 | +6.85 | |
| Edge Select Moderate Merrill Lynch |
53 | 47 | 0 | 0.61 | 1.86 | +0.22 | +4.87 | +5.89 | |
| LifeStrategy Growth Fund Vanguard |
80 | 20 | 0 | 0.41 | 1.85 | +0.38 | +5.92 | +7.29 | |
| GAA Global Asset Allocation Mebane Faber |
40.5 | 49.5 | 10 | 0.63 | 1.84 | -3.63 | +3.72 | +4.45 | |
| Developed World ex-US 60/40 Momentum |
60 | 40 | 0 | 0.22 | 1.84 | -1.43 | +2.50 | +3.58 | |
| Stocks/Bonds 40/60 with Bitcoin |
39 | 59 | 2 | 0.60 | 1.83 | -0.14 | +6.07 | +15.16 | |
| Robo Advisor 100 Betterment |
100 | 0 | 0 | 0.26 | 1.83 | -1.11 | +5.70 | +7.68 | |
| Robust Alpha Architect |
70 | 20 | 10 | 0.51 | 1.83 | -7.96 | +3.93 | +6.20 | |
| Second Grader's Starter Paul Farrell |
90 | 10 | 0 | 0.39 | 1.80 | +0.82 | +6.96 | +8.37 | |
| Ivy Portfolio Mebane Faber |
60 | 20 | 20 | 0.46 | 1.79 | -9.42 | +4.59 | +4.30 | |
| Edge Select Moderately Aggressive Merrill Lynch |
69 | 31 | 0 | 0.50 | 1.79 | +0.93 | +5.97 | +7.10 | |
| All Country World Stocks |
100 | 0 | 0 | 0.33 | 1.78 | +0.86 | +6.70 | +8.04 | |
| Robo Advisor 20 Betterment |
19.9 | 80.1 | 0 | 0.60 | 1.78 | -0.95 | +1.88 | +2.42 | |
| Edge Select Conservative Merrill Lynch |
21 | 79 | 0 | 0.87 | 1.77 | -0.08 | +2.58 | +3.14 | |
| Simple Money Portfolio Tim Maurer |
60 | 40 | 0 | 0.34 | 1.76 | -2.32 | +2.87 | +4.88 | |
| Stocks/Bonds 60/40 Momentum |
60 | 40 | 0 | 0.63 | 1.76 | -4.10 | +3.87 | +7.58 | |
| Developed World ex-US 40/60 |
40 | 60 | 0 | 0.49 | 1.75 | -0.31 | +1.71 | +3.29 | |
| Big Rocks Portfolio Larry Swedroe |
60 | 40 | 0 | 0.51 | 1.75 | -2.94 | +3.40 | +5.07 | |
| Long Term Portfolio Ben Stein |
80 | 20 | 0 | 0.54 | 1.73 | -1.13 | +4.92 | +6.38 | |
| Marc Faber Portfolio Marc Faber |
50 | 25 | 25 | 0.50 | 1.71 | -2.69 | +5.41 | +4.97 | |
| Edge Select Aggressive Merrill Lynch |
84 | 16 | 0 | 0.39 | 1.69 | +1.27 | +6.74 | +8.08 | |
| Stocks/Bonds 60/40 |
60 | 40 | 0 | 0.54 | 1.69 | +0.36 | +6.52 | +7.55 | |
| Developed World ex-US 40/60 Momentum |
40 | 60 | 0 | 0.34 | 1.66 | -1.39 | +1.88 | +3.09 | |
| Stocks/Bonds 60/40 with Bitcoin |
59 | 39 | 2 | 0.53 | 1.65 | +0.75 | +7.87 | +16.93 | |
| Stocks/Bonds 60/40 ESG |
60 | 40 | 0 | 0.55 | 1.62 | +1.34 | +6.25 | +6.52 | |
| Coward's Portfolio Bill Bernstein |
60 | 40 | 0 | 0.52 | 1.61 | -2.13 | +4.09 | +5.45 | |
| 10-year Treasury |
0 | 100 | 0 | 0.88 | 1.61 | -2.93 | +0.77 | +1.06 | |
| Andrew Tobias Portfolio Andrew Tobias |
66.7 | 33.3 | 0 | 0.36 | 1.61 | +2.01 | +5.03 | +5.80 | |
| Stocks/Bonds 80/20 Momentum |
80 | 20 | 0 | 0.59 | 1.61 | -4.64 | +4.77 | +9.51 | |
| Pinwheel |
65 | 25 | 10 | 0.46 | 1.60 | -2.34 | +4.35 | +5.19 | |
| US Stocks Equal Weight |
100 | 0 | 0 | 0.49 | 1.59 | -4.47 | +8.61 | +10.24 | |
| No Brainer Portfolio Bill Bernstein |
75 | 25 | 0 | 0.41 | 1.58 | -1.20 | +4.76 | +6.68 | |
| Simple Path to Wealth JL Collins |
75 | 25 | 0 | 0.49 | 1.56 | +1.04 | +7.85 | +9.02 | |
| Developed World ex-US 20/80 |
20 | 80 | 0 | 0.52 | 1.53 | -0.81 | +1.10 | +2.61 | |
| Robo Advisor 10 Betterment |
9.9 | 90.1 | 0 | 0.63 | 1.52 | -0.55 | +1.44 | +1.59 | |
| Stocks/Bonds 80/20 |
80 | 20 | 0 | 0.48 | 1.51 | +1.26 | +8.29 | +9.50 | |
| Larry Portfolio Larry Swedroe |
30 | 70 | 0 | 0.50 | 1.50 | -3.20 | +1.14 | +2.58 | |
| Sandwich Portfolio Bob Clyatt |
55 | 45 | 0 | 0.44 | 1.48 | -2.07 | +3.52 | +5.00 | |
| Dedalo Three Dedalo Invest |
100 | 0 | 0 | 0.39 | 1.47 | +1.75 | +9.02 | +10.41 | |
| US Stocks Minimum Volatility |
100 | 0 | 0 | 0.44 | 1.45 | -1.06 | +8.29 | +10.21 | |
| US Stocks Momentum |
100 | 0 | 0 | 0.55 | 1.45 | -5.15 | +5.61 | +11.37 | |
| Dedalo Four Dedalo Invest |
80 | 20 | 0 | 0.42 | 1.44 | +1.15 | +7.41 | +8.79 | |
| US Stocks |
100 | 0 | 0 | 0.41 | 1.33 | +2.13 | +9.99 | +11.40 | |
| 7Twelve Portfolio Craig Israelsen |
50 | 33.3 | 16.7 | 0.42 | 1.32 | -7.68 | +3.63 | +3.71 | |
| Warren Buffett Portfolio Warren Buffett |
90 | 10 | 0 | 0.44 | 1.31 | +2.73 | +9.94 | +10.82 | |
| Total Bond Developed World ex-US |
0 | 100 | 0 | 0.56 | 1.31 | -1.31 | +0.44 | +1.86 | |
| All Weather Portfolio Ray Dalio |
30 | 55 | 15 | 0.52 | 1.31 | -4.90 | +3.99 | +4.61 | |
| All Weather Portfolio with Bitcoin Ray Dalio |
30 | 55 | 15 | 0.52 | 1.31 | -4.31 | +5.31 | +14.70 | |
| Robo Advisor 0 Betterment |
0 | 100 | 0 | 0.67 | 1.27 | -0.20 | +0.96 | +0.74 | |
| Short Term Treasury |
0 | 100 | 0 | 0.66 | 1.24 | -0.24 | +0.88 | +0.65 | |
| Paul Boyer Portfolio Paul Boyer |
25 | 50 | 25 | 0.41 | 1.15 | -2.28 | +2.61 | +3.07 | |
| Simplified Permanent Portfolio |
25 | 50 | 25 | 0.54 | 1.14 | +0.81 | +5.16 | +4.49 | |
| Desert Portfolio with Bitcoin Gyroscopic Investing |
30 | 60 | 10 | 0.44 | 1.14 | +0.91 | +5.95 | +14.44 | |
| Desert Portfolio Gyroscopic Investing |
30 | 60 | 10 | 0.44 | 1.14 | +0.60 | +4.60 | +4.55 | |
| Golden Butterfly Tyler |
40 | 40 | 20 | 0.44 | 1.13 | -1.61 | +4.68 | +5.50 | |
| Golden Butterfly with Bitcoin |
40 | 40 | 20 | 0.44 | 1.13 | -1.32 | +5.99 | +15.38 | |
| Permanent Portfolio with Bitcoin Harry Browne |
25 | 50 | 25 | 0.66 | 1.13 | +1.49 | +6.36 | +14.93 | |
| Permanent Portfolio Harry Browne |
25 | 50 | 25 | 0.66 | 1.13 | +1.19 | +5.03 | +4.66 | |
| US Stocks ESG |
100 | 0 | 0 | 0.29 | 1.07 | +3.48 | +9.37 | +9.62 | |
| Technology |
100 | 0 | 0 | 0.18 | 0.54 | +13.74 | +16.19 | +17.93 | |
| Cape US Sector Value Robert Shiller |
100 | 0 | 0 | 0.27 | 0.44 | -1.50 | +11.44 | +13.25 | |
| Talmud Portfolio 2x Leveraged Roger Gibson |
66.7 | 33.3 | 0 | 0.14 | 0.42 | -16.98 | +5.39 | +8.91 | |
| All Weather Portfolio 2x Leveraged Ray Dalio |
37.5 | 55 | 7.5 | 0.29 | 0.42 | -10.38 | +5.88 | +8.15 | |
| Stocks/Bonds 40/60 2x Leveraged |
40 | 60 | 0 | 0.26 | 0.32 | -7.92 | +5.78 | +8.31 | |
| Stocks/Bonds 60/40 2x Leveraged |
60 | 40 | 0 | 0.17 | 0.31 | -6.49 | +8.76 | +11.97 | |
| Desert Portfolio 2x Leveraged Gyroscopic Investing |
30 | 60 | 10 | 0.26 | 0.29 | -6.89 | +5.35 | +6.74 | |
| Golden Butterfly 2x Leveraged |
40 | 40 | 20 | 0.17 | 0.25 | -8.38 | +4.66 | +7.67 | |
| Simplified Permanent Portfolio 2x Leveraged |
25 | 50 | 25 | 0.22 | 0.24 | -4.71 | +6.22 | +6.19 | |
| Gold |
0 | 0 | 100 | 0.00 | 0.00 | +6.53 | +8.17 | +3.13 | |
| Ark Tech Portfolio Cathie Wood |
100 | 0 | 0 | 0.00 | 0.00 | -5.69 | +4.54 | ||
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.
