If you need a regural income from your investments, you should look for stocks/bonds that give you periodic dividends/distributions.
If you invest in an ETF Portfolio, with low cost fees and very little maintenance needed, you can actually build your financial freedom path.
Choose your Lazy Portfolio, and implement it with ETFs.
Portfolios are ordered by their most recent Dividend Yield. Click on column header to sort table.
Last Update - 31 Dec 2025
% Allocation |
Div.Yield (%) |
Ann. Returns (%) |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | Stocks | Bonds | Comm. | 2025 ▾ | 2024 | 1Y | 5Y | 10Y | |
| High Yield Bonds Income The Lazy Team |
0 | 100 | 0 | 5.62 | 5.95 | +9.57 | +1.39 | +4.55 | |
| Developed World ex-US Stocks Momentum |
100 | 0 | 0 | 4.70 | 2.93 | +34.50 | +8.79 | +9.61 | |
| Developed World ex-US 60/40 Momentum |
60 | 40 | 0 | 4.58 | 3.43 | +21.85 | +5.31 | +6.80 | |
| Developed World ex-US 40/60 Momentum |
40 | 60 | 0 | 4.52 | 3.68 | +15.52 | +3.50 | +5.30 | |
| Total Bond Developed World ex-US |
0 | 100 | 0 | 4.40 | 4.18 | +2.87 | -0.24 | +2.08 | |
| Dynamic 40/60 Income The Lazy Team |
40 | 60 | 0 | 4.38 | 4.69 | +9.87 | +4.28 | +5.81 | |
| All Country World Bonds |
0 | 100 | 0 | 4.21 | 4.12 | +6.62 | -0.15 | +2.30 | |
| Dynamic 60/40 Income The Lazy Team |
60 | 40 | 0 | 4.17 | 4.37 | +7.75 | +5.15 | +6.16 | |
| Developed World ex-US 20/80 |
20 | 80 | 0 | 4.16 | 4.01 | +9.33 | +1.75 | +3.55 | |
| US Cash |
0 | 100 | 0 | 4.13 | 5.03 | +4.15 | +3.10 | +2.04 | |
| Conservative Income Charles Schwab |
5 | 95 | 0 | 4.01 | 4.03 | +5.99 | +1.29 | +2.62 | |
| Developed World ex-US 40/60 |
40 | 60 | 0 | 3.92 | 3.85 | +15.79 | +3.69 | +4.95 | |
| Total Bond US |
0 | 100 | 0 | 3.86 | 3.67 | +7.08 | -0.49 | +1.95 | |
| Robo Advisor 0 Betterment |
0 | 100 | 0 | 3.81 | 3.81 | +5.16 | +1.58 | +1.77 | |
| Short Term Treasury |
0 | 100 | 0 | 3.81 | 3.91 | +4.95 | +1.59 | +1.69 | |
| Aggressive Global Income The Lazy Team |
80 | 20 | 0 | 3.78 | 3.90 | +15.88 | +8.79 | +8.36 | |
| 10-year Treasury |
0 | 100 | 0 | 3.77 | 3.62 | +8.03 | -1.82 | +1.27 | |
| All Country World 20/80 |
20 | 80 | 0 | 3.74 | 3.68 | +9.78 | +2.14 | +4.27 | |
| Rob Arnott Portfolio Rob Arnott |
30 | 60 | 10 | 3.71 | 3.76 | +9.43 | +3.27 | +5.18 | |
| Robo Advisor 10 Value Tilt Betterment |
9.9 | 90.1 | 0 | 3.70 | 3.69 | +7.20 | +2.27 | +2.84 | |
| Developed World ex-US 60/40 |
60 | 40 | 0 | 3.69 | 3.68 | +22.25 | +5.58 | +6.28 | |
| Edge Select Conservative Merrill Lynch |
21 | 79 | 0 | 3.68 | 3.85 | +8.93 | +3.35 | +4.45 | |
| Sheltered Sam 0/100 Bill Bernstein |
0 | 100 | 0 | 3.67 | 3.36 | +5.68 | +1.22 | +2.15 | |
| LifeStrategy Income Fund Vanguard |
20 | 80 | 0 | 3.60 | 3.47 | +9.29 | +1.99 | +4.10 | |
| Robo Advisor 20 Value Tilt Betterment |
19.9 | 80.1 | 0 | 3.60 | 3.57 | +9.23 | +2.95 | +3.88 | |
| Sheltered Sam 10/90 Bill Bernstein |
9.7 | 90 | 0.3 | 3.52 | 3.26 | +7.08 | +2.22 | +3.06 | |
| US Inflation Protection |
0 | 100 | 0 | 3.46 | 2.52 | +6.76 | +0.58 | +2.76 | |
| Developed World ex-US 80/20 |
80 | 20 | 0 | 3.45 | 3.52 | +28.71 | +7.42 | +7.55 | |
| Dimensional Retirement Income Fund DFA |
20.4 | 79.6 | 0 | 3.44 | 2.63 | +9.44 | +3.97 | +4.78 | |
| Global Market Portfolio Credit Suisse |
45 | 55 | 0 | 3.41 | 3.38 | +13.23 | +3.23 | +6.11 | |
| Sheltered Sam 20/80 Bill Bernstein |
19.4 | 80 | 0.6 | 3.37 | 3.16 | +8.49 | +3.21 | +3.97 | |
| Stocks/Bonds 20/80 |
20 | 80 | 0 | 3.31 | 3.19 | +9.09 | +2.34 | +4.50 | |
| One-Decision Portfolio Marvin Appel |
50 | 50 | 0 | 3.29 | 3.59 | +7.67 | +5.83 | +6.47 | |
| Edge Select Moderately Conservative Merrill Lynch |
37 | 63 | 0 | 3.27 | 3.27 | +12.53 | +4.65 | +6.48 | |
| Stocks/Bonds 20/80 Momentum |
20 | 80 | 0 | 3.27 | 3.09 | +10.10 | +1.80 | +4.56 | |
| All Country World 40/60 |
40 | 60 | 0 | 3.26 | 3.25 | +12.95 | +4.41 | +6.20 | |
| Sheltered Sam 30/70 Bill Bernstein |
29.1 | 70 | 0.9 | 3.22 | 3.06 | +9.89 | +4.20 | +4.86 | |
| Developed World ex-US Stocks |
100 | 0 | 0 | 3.22 | 3.36 | +35.17 | +9.22 | +8.75 | |
| Six Ways from Sunday Scott Burns |
66.7 | 33.3 | 0 | 3.21 | 3.07 | +11.70 | +9.30 | +7.78 | |
| Eliminate Fat Tails Larry Swedroe |
30 | 70 | 0 | 3.20 | 3.31 | +9.80 | +3.14 | +4.57 | |
| Five Fold Scott Burns |
60 | 40 | 0 | 3.20 | 3.01 | +12.46 | +5.55 | +6.84 | |
| Robo Advisor 50 Value Tilt Betterment |
49.9 | 50.1 | 0 | 3.19 | 3.15 | +14.93 | +5.11 | +6.77 | |
| LifeStrategy Conservative Growth Vanguard |
40 | 60 | 0 | 3.17 | 3.12 | +12.77 | +4.36 | +6.16 | |
| Nano Portfolio John Wasik |
60 | 40 | 0 | 3.15 | 2.91 | +13.15 | +5.65 | +6.71 | |
| Larry Portfolio Larry Swedroe |
30 | 70 | 0 | 3.13 | 3.02 | +10.96 | +2.35 | +3.92 | |
| Five Asset Roger Gibson |
60 | 20 | 20 | 3.10 | 3.48 | +13.32 | +8.11 | +7.89 | |
| GAA Global Asset Allocation Mebane Faber |
40.5 | 49.5 | 10 | 3.09 | 3.07 | +15.83 | +4.74 | +6.68 | |
| Ultimate Buy&Hold FundAdvice |
60 | 40 | 0 | 3.08 | 3.16 | +16.25 | +5.89 | +6.50 | |
| Sheltered Sam 40/60 Bill Bernstein |
38.8 | 60 | 1.2 | 3.07 | 2.96 | +11.30 | +5.18 | +5.75 | |
| Seven Value Scott Burns |
71.5 | 28.5 | 0 | 3.04 | 2.96 | +12.22 | +9.79 | +8.36 | |
| Four Square Scott Burns |
50 | 50 | 0 | 3.02 | 2.80 | +14.77 | +5.57 | +7.12 | |
| Lifepath Fund iShares |
40.4 | 59.6 | 0 | 3.00 | 2.91 | +12.87 | +4.50 | +6.28 | |
| Simple Money Portfolio Tim Maurer |
60 | 40 | 0 | 2.97 | 3.05 | +17.36 | +6.30 | +6.79 | |
| Talmud Portfolio Roger Gibson |
66.7 | 33.3 | 0 | 2.97 | 2.93 | +9.14 | +6.04 | +7.34 | |
| Late Sixties and Beyond Burton Malkiel |
71 | 29 | 0 | 2.94 | 3.12 | +15.21 | +7.05 | +8.46 | |
| Simple and Cheap Time Money Inc |
60 | 40 | 0 | 2.94 | 2.93 | +14.34 | +6.11 | +7.54 | |
| Big Rocks Portfolio Larry Swedroe |
60 | 40 | 0 | 2.94 | 3.15 | +12.81 | +6.63 | +6.87 | |
| Sheltered Sam 50/50 Bill Bernstein |
48.5 | 50 | 1.5 | 2.92 | 2.86 | +12.71 | +6.15 | +6.63 | |
| Tilt Toward Value Time Money Inc |
60 | 40 | 0 | 2.92 | 2.91 | +12.95 | +6.12 | +7.46 | |
| All Weather Portfolio Ray Dalio |
30 | 55 | 15 | 2.88 | 2.97 | +13.26 | +3.19 | +6.30 | |
| Ideal Index Frank Armstrong |
70 | 30 | 0 | 2.88 | 3.01 | +15.25 | +6.88 | +7.39 | |
| Gretchen Tai Portfolio Gretchen Tai |
70 | 30 | 0 | 2.87 | 2.95 | +19.67 | +6.78 | +8.31 | |
| Coffeehouse Bill Schultheis |
60 | 40 | 0 | 2.86 | 2.92 | +10.97 | +5.58 | +6.96 | |
| Edge Select Moderate Merrill Lynch |
53 | 47 | 0 | 2.86 | 2.91 | +15.15 | +6.38 | +8.13 | |
| European Stocks |
100 | 0 | 0 | 2.86 | 3.61 | +35.84 | +10.31 | +8.82 | |
| Ulcer Free Strategy Aim Ways |
11 | 77 | 12 | 2.85 | 2.77 | +15.64 | +4.09 | +6.93 | |
| All Weather Portfolio with Bitcoin Ray Dalio |
30 | 55 | 15 | 2.85 | 2.92 | +12.41 | +3.80 | +9.72 | |
| Gone Fishin' Portfolio Alexander Green |
65 | 30 | 5 | 2.79 | 2.88 | +20.46 | +6.86 | +8.40 | |
| All Country World 60/40 |
60 | 40 | 0 | 2.78 | 2.82 | +16.11 | +6.64 | +8.09 | |
| Sheltered Sam 60/40 Bill Bernstein |
58.2 | 40 | 1.8 | 2.78 | 2.76 | +14.11 | +7.12 | +7.50 | |
| Coward's Portfolio Bill Bernstein |
60 | 40 | 0 | 2.77 | 2.91 | +12.46 | +6.79 | +7.30 | |
| Andrew Tobias Portfolio Andrew Tobias |
66.7 | 33.3 | 0 | 2.77 | 2.81 | +17.87 | +8.18 | +8.30 | |
| Sandwich Portfolio Bob Clyatt |
55 | 45 | 0 | 2.77 | 2.80 | +14.46 | +5.32 | +6.78 | |
| Stocks/Bonds 40/60 |
40 | 60 | 0 | 2.76 | 2.71 | +11.09 | +5.10 | +7.00 | |
| Yale Endowment David Swensen |
70 | 30 | 0 | 2.75 | 2.63 | +14.81 | +6.84 | +7.95 | |
| LifeStrategy Moderate Growth Vanguard |
60 | 40 | 0 | 2.75 | 2.76 | +16.25 | +6.69 | +8.19 | |
| Lazy Portfolio David Swensen |
70 | 30 | 0 | 2.74 | 2.61 | +14.39 | +6.68 | +7.93 | |
| Aim comfortable trip Aim Ways |
40 | 45 | 15 | 2.72 | 2.69 | +20.26 | +8.16 | +8.43 | |
| Stocks/Bonds 40/60 with Bitcoin |
39 | 59 | 2 | 2.71 | 2.66 | +10.72 | +5.90 | +10.55 | |
| Stocks/Bonds 40/60 ESG |
40 | 60 | 0 | 2.71 | 2.53 | +10.64 | +5.01 | +6.38 | |
| Family Taxable Portfolio Ted Aronson |
70 | 30 | 0 | 2.70 | 2.62 | +16.71 | +5.62 | +8.15 | |
| Mid-Fifties Burton Malkiel |
80 | 20 | 0 | 2.70 | 2.83 | +17.81 | +7.77 | +9.26 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
100 | 0 | 0 | 2.69 | 2.97 | +22.62 | +9.05 | +9.36 | |
| Stocks/Bonds 40/60 Momentum |
40 | 60 | 0 | 2.68 | 2.50 | +13.11 | +4.03 | +7.11 | |
| PISI Portfolio Davide Pisicchio |
30 | 60 | 10 | 2.67 | 2.64 | +16.30 | +4.94 | +6.89 | |
| Weird Portfolio Value Stock Geek |
60 | 20 | 20 | 2.65 | 2.69 | +21.96 | +6.18 | +7.74 | |
| All Weather Portfolio 2x Leveraged Ray Dalio |
37.5 | 55 | 7.5 | 2.65 | 2.90 | +20.73 | +4.17 | +9.01 | |
| Sheltered Sam 70/30 Bill Bernstein |
67.9 | 30 | 2.1 | 2.63 | 2.66 | +15.52 | +8.07 | +8.36 | |
| Long Term Portfolio Ben Stein |
80 | 20 | 0 | 2.61 | 2.84 | +16.64 | +8.45 | +8.92 | |
| Jane Bryant Quinn Portfolio Jane Bryant Quinn |
70 | 30 | 0 | 2.60 | 2.55 | +16.29 | +7.76 | +8.84 | |
| Pinwheel Tyler |
65 | 25 | 10 | 2.58 | 2.66 | +19.66 | +7.83 | +8.21 | |
| Margaritaville Scott Burns |
67 | 33 | 0 | 2.54 | 2.33 | +18.72 | +7.51 | +8.78 | |
| Paul Boyer Portfolio Paul Boyer |
25 | 50 | 25 | 2.52 | 2.61 | +23.20 | +4.43 | +6.54 | |
| Late Thirties to Early Forties Burton Malkiel |
85 | 15 | 0 | 2.51 | 2.64 | +19.24 | +8.36 | +9.77 | |
| Robo Advisor 80 Value Tilt Betterment |
80 | 20 | 0 | 2.49 | 2.58 | +20.23 | +8.27 | +9.41 | |
| Odd-Stats Strategy Aim Ways |
47 | 43 | 10 | 2.48 | 2.44 | +14.68 | +7.07 | +9.05 | |
| Sheltered Sam 80/20 Bill Bernstein |
77.6 | 20 | 2.4 | 2.48 | 2.56 | +16.92 | +9.03 | +9.21 | |
| Edge Select Moderately Aggressive Merrill Lynch |
69 | 31 | 0 | 2.47 | 2.56 | +17.70 | +8.25 | +9.82 | |
| Mid-Twenties Burton Malkiel |
87 | 13 | 0 | 2.46 | 2.59 | +19.85 | +8.51 | +9.87 | |
| Perfect Portfolio Ben Stein |
80 | 20 | 0 | 2.46 | 2.75 | +19.35 | +10.12 | +9.93 | |
| Stocks/Bonds 40/60 2x Leveraged |
40 | 60 | 0 | 2.46 | 2.80 | +16.63 | +4.51 | +9.29 | |
| Marc Faber Portfolio Marc Faber |
50 | 25 | 25 | 2.43 | 2.41 | +25.03 | +8.78 | +8.84 | |
| Desert Portfolio with Bitcoin Gyroscopic Investing |
30 | 60 | 10 | 2.42 | 2.29 | +14.27 | +6.59 | +10.41 | |
| Desert Portfolio Gyroscopic Investing |
30 | 60 | 10 | 2.42 | 2.29 | +15.67 | +6.00 | +6.94 | |
| Permanent Portfolio Harry Browne |
25 | 50 | 25 | 2.42 | 2.65 | +22.29 | +6.83 | +8.00 | |
| Permanent Portfolio with Bitcoin Harry Browne |
25 | 50 | 25 | 2.42 | 2.65 | +20.89 | +7.43 | +11.44 | |
| Margherita Portfolio Davide Pisicchio |
30 | 60 | 10 | 2.40 | 2.26 | +16.14 | +6.24 | +7.59 | |
| Ivy Portfolio Mebane Faber |
60 | 20 | 20 | 2.40 | 2.41 | +13.14 | +8.43 | +7.54 | |
| Desert Portfolio 2x Leveraged Gyroscopic Investing |
30 | 60 | 10 | 2.39 | 2.71 | +27.77 | +5.57 | +9.51 | |
| Core Four Rick Ferri |
80 | 20 | 0 | 2.36 | 2.43 | +17.65 | +8.74 | +9.91 | |
| No Brainer Portfolio Bill Bernstein |
75 | 25 | 0 | 2.35 | 2.61 | +15.32 | +8.01 | +8.98 | |
| 7Twelve Portfolio Craig Israelsen |
50 | 33.3 | 16.7 | 2.34 | 2.44 | +11.77 | +7.00 | +6.66 | |
| Sheltered Sam 90/10 Bill Bernstein |
87.3 | 10 | 2.7 | 2.33 | 2.47 | +18.33 | +9.97 | +10.06 | |
| LifeStrategy Growth Fund Vanguard |
80 | 20 | 0 | 2.33 | 2.41 | +19.72 | +9.00 | +10.17 | |
| In Saecula Saeculorum Fulvio Marchese |
45 | 45 | 10 | 2.31 | 2.35 | +17.35 | +7.63 | +9.01 | |
| All Country World 80/20 |
80 | 20 | 0 | 2.30 | 2.38 | +19.27 | +8.85 | +9.95 | |
| Couch Potato Scott Burns |
50 | 50 | 0 | 2.29 | 1.89 | +11.93 | +6.97 | +8.62 | |
| Gold Pivot Ptf Aim Ways |
22 | 44 | 34 | 2.27 | 2.33 | +27.44 | +9.97 | +10.54 | |
| Robo Advisor 90 Value Tilt Betterment |
90.1 | 9.9 | 0 | 2.26 | 2.39 | +21.80 | +9.35 | +10.29 | |
| Three Funds Bogleheads |
80 | 20 | 0 | 2.26 | 2.34 | +19.67 | +9.08 | +10.27 | |
| Talmud Portfolio 2x Leveraged Roger Gibson |
66.7 | 33.3 | 0 | 2.25 | 2.34 | +10.93 | +5.73 | +9.23 | |
| Robust Alpha Architect |
70 | 20 | 10 | 2.24 | 2.24 | +16.31 | +8.66 | +8.96 | |
| Emerging Markets Stocks |
100 | 0 | 0 | 2.22 | 2.43 | +33.98 | +3.55 | +7.82 | |
| Golden Ratio Portfolio Frank Vasquez |
52 | 32 | 16 | 2.22 | 2.28 | +17.31 | +6.91 | +9.09 | |
| Four Funds Bogleheads |
80 | 20 | 0 | 2.22 | 2.23 | +19.64 | +9.18 | +10.35 | |
| Stocks/Bonds 60/40 |
60 | 40 | 0 | 2.22 | 2.23 | +13.09 | +7.81 | +9.46 | |
| Dedalo Eleven Dedalo Invest |
80 | 20 | 0 | 2.20 | 2.26 | +18.99 | +8.90 | +10.47 | |
| Golden Butterfly with Bitcoin Tyler |
40 | 40 | 20 | 2.20 | 2.25 | +17.90 | +7.57 | +11.75 | |
| Golden Butterfly Tyler |
40 | 40 | 20 | 2.20 | 2.25 | +19.30 | +6.99 | +8.32 | |
| Sheltered Sam 100/0 Bill Bernstein |
97 | 0 | 3 | 2.18 | 2.37 | +19.73 | +10.91 | +10.89 | |
| Cockroach Portfolio Tony Dong |
60 | 20 | 20 | 2.17 | 2.20 | +20.75 | +8.18 | +8.97 | |
| Stocks/Bonds 60/40 with Bitcoin |
59 | 39 | 2 | 2.17 | 2.18 | +12.72 | +8.58 | +12.97 | |
| Simplified Permanent Portfolio The Lazy Team |
25 | 50 | 25 | 2.16 | 2.13 | +24.21 | +7.10 | +8.12 | |
| Four Seasons Portfolio Davide Pisicchio |
40 | 50 | 10 | 2.16 | 2.07 | +17.16 | +7.56 | +8.86 | |
| Stocks/Bonds 60/40 ESG |
60 | 40 | 0 | 2.11 | 2.03 | +12.59 | +7.67 | +8.50 | |
| Capricciosa Portfolio Davide Pisicchio |
50 | 45 | 5 | 2.10 | 2.07 | +15.35 | +7.92 | +9.39 | |
| Edge Select Aggressive Merrill Lynch |
84 | 16 | 0 | 2.09 | 2.22 | +19.85 | +9.77 | +11.20 | |
| Robo Advisor 100 Value Tilt Betterment |
100 | 0 | 0 | 2.09 | 2.17 | +22.35 | +10.30 | +10.99 | |
| Stocks/Bonds 60/40 Momentum |
60 | 40 | 0 | 2.09 | 1.92 | +16.12 | +6.21 | +9.60 | |
| Simplified Permanent Portfolio 2x Leveraged The Lazy Team |
25 | 50 | 25 | 1.99 | 2.26 | +46.07 | +9.81 | +12.06 | |
| Second Grader's Starter Paul Farrell |
90 | 10 | 0 | 1.98 | 2.10 | +20.67 | +10.41 | +11.47 | |
| Dedalo Four Dedalo Invest |
80 | 20 | 0 | 1.95 | 2.02 | +15.59 | +10.01 | +11.30 | |
| Pepperoni Portfolio Davide Pisicchio |
60 | 40 | 0 | 1.92 | 1.91 | +13.84 | +8.64 | +10.48 | |
| Shield Strategy Aim Ways |
42 | 38 | 20 | 1.91 | 1.91 | +23.01 | +9.80 | +11.04 | |
| Stocks/Bonds 60/40 2x Leveraged |
60 | 40 | 0 | 1.87 | 2.15 | +19.82 | +10.26 | +13.97 | |
| All Country World Stocks |
100 | 0 | 0 | 1.82 | 1.95 | +22.43 | +11.03 | +11.77 | |
| Golden Butterfly 2x Leveraged Tyler |
40 | 40 | 20 | 1.81 | 2.08 | +36.91 | +9.23 | +12.03 | |
| Simple Path to Wealth JL Collins |
75 | 25 | 0 | 1.80 | 1.87 | +14.59 | +9.81 | +11.28 | |
| US Stocks Value |
100 | 0 | 0 | 1.78 | 2.15 | +12.85 | +12.79 | +11.68 | |
| Stocks/Bonds 80/20 |
80 | 20 | 0 | 1.67 | 1.75 | +15.10 | +10.47 | +11.88 | |
| US Stocks Equal Weight |
100 | 0 | 0 | 1.64 | 1.52 | +11.21 | +10.28 | +11.48 | |
| Stocks/Bonds 80/20 Momentum |
80 | 20 | 0 | 1.50 | 1.33 | +19.14 | +8.34 | +12.04 | |
| US Stocks Minimum Volatility |
100 | 0 | 0 | 1.49 | 1.67 | +7.65 | +8.51 | +10.46 | |
| Cape US Sector Value Robert Shiller |
100 | 0 | 0 | 1.40 | 1.23 | +9.10 | +11.43 | +14.17 | |
| Warren Buffett Portfolio Warren Buffett |
90 | 10 | 0 | 1.36 | 1.50 | +16.79 | +12.82 | +13.57 | |
| Dedalo Three Dedalo Invest |
100 | 0 | 0 | 1.33 | 1.47 | +18.70 | +12.48 | +13.52 | |
| Diavola Portfolio Davide Pisicchio |
90 | 10 | 0 | 1.21 | 1.29 | +16.95 | +12.62 | +14.52 | |
| US Stocks |
100 | 0 | 0 | 1.12 | 1.27 | +17.10 | +13.07 | +14.25 | |
| US Stocks Quality |
100 | 0 | 0 | 0.94 | 1.02 | +12.65 | +12.72 | +13.64 | |
| US Stocks ESG |
100 | 0 | 0 | 0.91 | 1.05 | +16.48 | +12.74 | +12.50 | |
| US Stocks Momentum |
100 | 0 | 0 | 0.91 | 0.75 | +22.15 | +10.42 | +14.44 | |
| Ark Tech Portfolio Cathie Wood |
100 | 0 | 0 | 0.46 | 0.00 | +36.57 | -3.91 | +16.66 | |
| Technology |
100 | 0 | 0 | 0.45 | 0.56 | +20.77 | +15.07 | +19.43 | |
| Berkshire Hathaway Warren Buffett |
100 | 0 | 0 | 0.00 | 0.00 | +10.85 | +16.76 | +14.33 | |
| Gold |
0 | 0 | 100 | 0.00 | 0.00 | +63.68 | +17.31 | +14.60 | |
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.
