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Lazy Portfolios
| Portfolio Name | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Sharpe Ratio | Expense Ratio |
|---|---|---|---|---|---|---|---|
| 7Twelve Portfolio | -6.34% | 5.30% | 2.16% | 9.60% | -22.46% | -0.17 | 0.15% |
| Alpha Architect Robust Portfolio | -9.34% | 7.57% | 1.39% | 12.24% | -28.81% | -0.21 | 0.40% |
| Aronson Family Taxable Portfolio | -14.63% | 7.89% | 2.85% | 11.62% | -25.12% | -0.88 | 0.19% |
| Bill Bernstein Coward's Portfolio | -9.46% | 7.03% | 1.46% | 9.73% | -21.52% | -0.63 | 0.15% |
| Bill Bernstein No Brainer Portfolio | -14.53% | 8.73% | 2.15% | 12.62% | -27.91% | -0.75 | 0.04% |
| Bill Schultheis Coffee House Portfolio | -12.07% | 7.52% | 2.27% | 10.10% | -24.01% | -0.70 | 0.05% |
| Bob Clyatt Sandwich Portfolio | -12.04% | 6.35% | 1.64% | 8.54% | -18.13% | -1.00 | 0.17% |
| Bogleheads Four-fund Portfolio | -15.23% | 7.97% | 2.29% | 13.29% | -28.24% | -0.68 | 0.04% |
| Bogleheads Three-fund Portfolio | -15.30% | 9.24% | 2.20% | 13.05% | -28.12% | -0.68 | 0.04% |
| Cloud Computing Stocks Portfolio | -36.57% | 24.35% | 0.67% | 25.86% | -41.70% | -0.92 | 0.00% |
| Conservative Portfolio | -12.99% | 5.35% | 1.97% | 6.99% | -15.68% | -1.32 | 0.08% |
| David Swensen Lazy Portfolio | -13.41% | 7.58% | 2.71% | 11.17% | -25.66% | -0.52 | 0.11% |
| David Swensen Yale Endowment Portfolio | -15.93% | 7.92% | 2.90% | 10.79% | -24.30% | -0.65 | 0.13% |
| Dividend-Paying Stocks Portfolio | -8.64% | 9.97% | 3.08% | 14.65% | -27.63% | -0.39 | 0.00% |
| FAAMG Portfolio | -29.24% | 24.80% | 0.32% | 24.54% | -30.70% | -0.48 | 0.00% |
| FAANG Portfolio | -39.28% | 24.03% | 0.13% | 26.12% | -41.48% | -0.89 | 0.00% |
| FANG Plus Portfolio | -33.24% | 23.50% | 0.07% | 27.61% | -38.08% | -0.68 | 0.00% |
| FANG Portfolio | -43.25% | 21.98% | 0.00% | 27.73% | -48.20% | -1.04 | 0.00% |
| Frank Armstrong’s Ideal Index Portfolio | -10.50% | 7.02% | 1.94% | 11.29% | -25.37% | -0.66 | 0.13% |
| FundAdvice Ultimate Buy & Hold Portfolio | -9.54% | 6.05% | 2.61% | 9.53% | -21.19% | -0.74 | 0.14% |
| Golden Butterfly Portfolio | -10.24% | 6.63% | 1.08% | 7.57% | -15.83% | -0.85 | 0.20% |
| Gone Fishin’ Portfolio | -12.40% | 6.57% | 2.84% | 11.59% | -26.03% | -0.80 | 0.13% |
| Growth Portfolio | -15.63% | 9.27% | 2.09% | 13.08% | -28.25% | -0.70 | 0.05% |
| Gyroscopic Investing Desert Portfolio | -9.61% | 5.16% | 1.55% | 5.13% | -10.28% | -1.10 | 0.06% |
| Harry Browne Permanent Portfolio | -10.20% | 4.80% | 0.94% | 6.40% | -11.27% | -0.88 | 0.18% |
| Income Portfolio | -11.69% | 3.29% | 1.91% | 4.80% | -13.59% | -1.87 | 0.09% |
| Larry Swedroe Minimize FatTails Portfolio | -6.88% | 3.66% | 2.95% | 5.72% | -13.45% | -0.98 | 0.17% |
| Larry Swedroe Simple Portfolio | -8.65% | 7.16% | 3.85% | 10.40% | -25.44% | -0.54 | 0.20% |
| Mebane Faber Ivy Portfolio | -4.33% | 6.18% | 1.85% | 11.50% | -27.66% | 0.42 | 0.23% |
| Moderate Portfolio | -14.30% | 7.35% | 2.03% | 9.88% | -21.72% | -0.94 | 0.06% |
| Nasdaq-100 Portfolio | -27.35% | 17.70% | 0.60% | 20.06% | -28.56% | -0.47 | 0.20% |
| Paul Merriman Ultimate Portfolio | -13.27% | 9.01% | 2.82% | 16.46% | -38.24% | -0.60 | 0.18% |
| Pinwheel Portfolio | -11.39% | 6.25% | 2.09% | 10.63% | -23.65% | -0.70 | 0.09% |
| Ray Dalio All Weather Portfolio | -12.61% | 5.82% | 1.38% | 7.22% | -14.62% | -0.58 | 0.19% |
| Ray Dalio All Weather Portfolio 2x Leveraged | -21.56% | 10.93% | 0.22% | 14.82% | -25.37% | -0.51 | 0.94% |
| Rick Ferri Core Four Portfolio | -15.54% | 9.28% | 2.22% | 12.95% | -28.73% | -0.63 | 0.04% |
| Roger Gibson Five Asset Portfolio | -5.72% | 5.98% | 2.19% | 11.62% | -27.82% | 0.32 | 0.23% |
| Roger Gibson Talmud Portfolio | -15.27% | 8.07% | 2.30% | 11.34% | -26.60% | -0.46 | 0.06% |
| S&P 500 Portfolio | -17.71% | 13.59% | 1.49% | 16.65% | -33.72% | -0.27 | 0.09% |
| Scott Burns Couch Portfolio | -12.66% | 7.75% | 3.76% | 8.51% | -19.76% | -0.47 | 0.11% |
| Scott Burns Margaritaville Portfolio | -12.96% | 7.31% | 3.67% | 10.78% | -23.92% | -0.68 | 0.10% |
| Second Grader's Starter Portfolio | -16.25% | 10.07% | 2.17% | 14.78% | -31.07% | -0.63 | 0.05% |
| Semiconductor Stocks Portfolio | -23.80% | 29.66% | 1.56% | 28.94% | -37.32% | 0.02 | 0.00% |
| Simple Path to Wealth Portfolio | -16.42% | 10.53% | 1.69% | 12.64% | -26.82% | -0.57 | 0.03% |
| Stocks/Bonds 20/80 Portfolio | -11.15% | 4.08% | 2.07% | 4.85% | -12.25% | -1.48 | 0.04% |
| Stocks/Bonds 40/60 Leveraged Portfolio | -37.52% | 16.78% | 0.88% | 19.22% | -38.96% | -0.87 | 0.65% |
| Stocks/Bonds 40/60 Portfolio | -13.05% | 6.48% | 1.93% | 7.16% | -15.64% | -1.01 | 0.04% |
| Stocks/Bonds 60/40 Portfolio | -14.97% | 8.82% | 1.79% | 10.18% | -21.85% | -0.71 | 0.03% |
| Stocks/Bonds 80/20 Portfolio | -16.90% | 11.09% | 1.66% | 13.49% | -28.47% | -0.54 | 0.03% |
| Tech Stocks Dividend Portfolio | -17.32% | 16.31% | 2.57% | 20.70% | -30.79% | -0.20 | 0.00% |
| Tim Maurer Simple Money Portfolio | -10.38% | 6.37% | 1.98% | 9.57% | -21.12% | -0.97 | 0.23% |
| Total Stock Market Portfolio | -18.85% | 13.28% | 1.52% | 16.99% | -35.00% | -0.43 | 0.03% |
| Warren Buffett's 90/10 Portfolio | -16.34% | 12.49% | 1.54% | 15.06% | -30.73% | -0.30 | 0.03% |