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Lazy Portfolios


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe RatioExpense Ratio
7Twelve Portfolio12.59%6.39%1.45%10.30%-22.46%1.540.15%
Alpha Architect Robust Portfolio15.49%9.07%1.13%12.18%-28.81%2.450.40%
Aronson Family Taxable Portfolio10.64%9.88%2.03%11.64%-25.12%2.210.19%
Bill Bernstein Coward's Portfolio11.95%8.27%1.16%9.86%-21.52%2.440.15%
Bill Bernstein No Brainer Portfolio12.71%10.60%1.75%12.64%-27.91%2.310.04%
Bill Schultheis Coffee House Portfolio12.17%9.21%2.02%10.11%-24.01%2.500.05%
Bob Clyatt Sandwich Portfolio8.49%7.94%1.18%8.59%-18.13%2.150.17%
Bogleheads Four-fund Portfolio13.80%10.51%1.71%13.06%-28.24%2.350.04%
Bogleheads Three-fund Portfolio13.82%11.14%1.77%13.04%-28.12%2.360.04%
Cloud Computing Stocks Portfolio22.96%37.67%0.64%25.02%-29.48%1.630.00%
Conservative Portfolio4.96%6.97%1.70%6.93%-15.68%1.850.08%
David Swensen Lazy Portfolio14.84%9.36%2.13%11.20%-25.66%2.630.11%
David Swensen Yale Endowment Portfolio13.78%10.16%2.19%10.69%-24.30%2.490.13%
Dividend-Paying Stocks Portfolio5.16%11.00%2.89%14.56%-27.63%0.850.00%
FAAMG Portfolio25.73%31.48%0.26%22.69%-27.28%1.510.00%
FAANG Portfolio22.78%37.90%0.11%24.52%-30.93%1.400.00%
FANG Plus Portfolio19.18%33.37%0.06%26.15%-34.13%1.430.00%
FANG Portfolio25.21%39.60%0.00%26.37%-32.10%1.370.00%
Frank Armstrong’s Ideal Index Portfolio12.59%8.30%1.47%11.49%-25.37%2.390.13%
FundAdvice Ultimate Buy & Hold Portfolio9.87%7.21%2.08%9.70%-21.19%2.300.14%
Golden Butterfly Portfolio7.58%8.09%0.81%7.60%-15.83%1.800.20%
Gone Fishin’ Portfolio10.97%8.46%2.21%11.71%-26.04%1.840.13%
Growth Portfolio13.75%11.19%1.66%13.06%-28.25%2.330.05%
Gyroscopic Investing Desert Portfolio3.84%6.46%1.51%6.68%-10.21%0.500.06%
Harry Browne Permanent Portfolio1.73%6.10%0.75%6.34%-11.14%0.700.18%
Income Portfolio0.74%4.75%1.72%4.66%-10.79%1.130.09%
Larry Swedroe Minimize FatTails Portfolio6.72%4.73%1.92%5.80%-13.45%2.220.17%
Larry Swedroe Simple Portfolio13.90%8.52%2.58%10.53%-25.44%2.540.20%
Mebane Faber Ivy Portfolio19.89%6.85%1.47%11.48%-27.66%3.150.23%
Moderate Portfolio9.30%9.12%1.68%9.86%-21.72%2.160.06%
Nasdaq-100 Portfolio19.66%21.63%0.47%19.24%-28.56%1.730.20%
Paul Merriman Ultimate Portfolio18.65%10.64%2.13%16.71%-38.24%2.510.18%
Pinwheel Portfolio11.92%8.04%1.53%11.45%-23.65%1.310.09%
Ray Dalio All Weather Portfolio5.20%7.74%1.09%6.93%-13.99%1.290.19%
Ray Dalio All Weather Portfolio 2x Leveraged11.92%14.47%0.23%14.25%-24.71%1.460.94%
Rick Ferri Core Four Portfolio15.06%11.27%1.84%12.92%-28.73%2.480.04%
Roger Gibson Five Asset Portfolio20.73%7.02%1.70%11.50%-27.82%3.250.23%
Roger Gibson Talmud Portfolio16.16%10.28%2.12%11.23%-26.60%2.620.06%
S&P 500 Portfolio22.38%15.96%1.25%16.38%-33.72%2.500.09%
Scott Burns Couch Portfolio12.81%9.67%2.51%8.30%-19.76%2.620.11%
Scott Burns Margaritaville Portfolio12.10%8.95%2.50%10.82%-23.92%2.370.10%
Second Grader's Starter Portfolio15.48%12.15%1.66%14.75%-31.07%2.310.05%
Semiconductor Stocks Portfolio21.46%29.73%1.29%27.23%-35.76%1.280.00%
Simple Path to Wealth Portfolio15.29%12.87%1.46%12.41%-26.82%2.380.03%
Stocks/Bonds 20/80 Portfolio2.24%5.64%1.98%4.63%-10.51%1.360.04%
Stocks/Bonds 40/60 Leveraged Portfolio17.51%23.49%1.70%18.37%-32.28%1.590.65%
Stocks/Bonds 40/60 Portfolio6.87%8.32%1.79%6.96%-15.64%2.010.04%
Stocks/Bonds 60/40 Portfolio11.63%10.94%1.60%9.97%-21.85%2.270.03%
Stocks/Bonds 80/20 Portfolio16.53%13.50%1.41%13.25%-28.47%2.410.03%
Tech Stocks Dividend Portfolio19.10%17.66%2.22%20.40%-30.79%1.820.00%
Tim Maurer Simple Money Portfolio9.26%7.67%1.35%9.72%-21.12%2.140.23%
Total Stock Market Portfolio21.56%15.99%1.22%16.70%-35.00%2.520.03%
Warren Buffett's 90/10 Portfolio19.96%14.59%1.27%14.83%-30.73%2.470.03%