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Lazy Portfolios


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe Ratio
7Twelve Portfolio7.25%6.17%1.28%9.66%-22.46%2.89
Alpha Architect Robust Portfolio7.71%7.72%1.08%12.98%-28.81%2.86
Aronson Family Taxable Portfolio7.28%9.29%1.54%12.23%-25.12%3.04
Bill Bernstein Coward's Portfolio8.62%7.47%1.24%10.50%-21.52%2.77
Bill Bernstein No Brainer Portfolio8.08%9.51%1.72%13.41%-27.91%3.07
Bill Schultheis Coffee House Portfolio7.20%8.43%2.11%10.67%-24.01%2.63
Bob Clyatt Sandwich Portfolio5.74%7.40%1.21%9.13%-18.13%2.82
Bogleheads Four-fund Portfolio8.16%10.54%1.68%13.28%-28.24%3.00
Bogleheads Three-fund Portfolio8.13%9.94%1.75%13.84%-28.12%2.99
Cloud Computing Stocks Portfolio7.79%38.51%0.63%25.72%-29.48%2.34
Conservative Portfolio2.36%6.65%1.76%7.23%-15.68%2.66
David Swensen Lazy Portfolio7.85%8.26%1.83%11.96%-25.66%2.63
David Swensen Yale Endowment Portfolio6.13%9.40%1.85%11.27%-24.30%2.45
Dividend-Paying Stocks Portfolio4.24%11.06%2.61%15.05%-27.63%1.66
FAAMG Portfolio13.36%32.07%0.29%22.99%-27.28%2.39
FAANG Portfolio10.00%38.81%0.12%24.90%-30.93%2.12
FANG Plus Portfolio10.77%34.96%0.07%26.65%-34.13%3.32
FANG Portfolio12.07%40.61%0.00%26.81%-32.10%1.85
Frank Armstrong’s Ideal Index Portfolio9.04%7.22%1.45%12.30%-25.37%2.79
FundAdvice Ultimate Buy & Hold Portfolio6.74%6.46%1.84%10.32%-21.19%2.70
Golden Butterfly Portfolio4.12%8.26%0.87%7.75%-15.83%2.37
Gone Fishin’ Portfolio7.50%8.60%1.96%11.64%-26.04%2.96
Growth Portfolio8.10%10.00%1.64%13.88%-28.25%3.00
Gyroscopic Investing Desert Portfolio1.47%6.62%1.64%5.15%-8.85%2.17
Harry Browne Permanent Portfolio-1.57%6.57%0.87%6.47%-11.14%1.17
Income Portfolio-0.46%4.83%1.83%4.74%-10.79%2.24
Larry Swedroe Minimize FatTails Portfolio4.50%4.41%1.03%6.02%-13.45%2.92
Larry Swedroe Simple Portfolio9.38%7.74%1.41%11.05%-25.44%2.95
Mebane Faber Ivy Portfolio9.47%5.33%1.50%12.23%-27.66%2.68
Moderate Portfolio5.21%8.38%1.70%10.41%-21.72%2.85
Nasdaq-100 Portfolio9.15%20.72%0.40%19.94%-28.56%2.53
Paul Merriman Ultimate Portfolio13.45%8.88%1.88%17.78%-38.24%3.14
Pinwheel Portfolio7.52%8.04%1.59%10.67%-23.65%2.68
Ray Dalio All Weather Portfolio-0.88%8.16%1.16%7.04%-13.99%1.30
Ray Dalio All Weather Portfolio 2x Leveraged0.48%15.63%0.29%14.51%-24.71%1.07
Rick Ferri Core Four Portfolio8.44%10.06%1.86%13.74%-28.73%2.86
Roger Gibson Five Asset Portfolio10.00%6.24%1.74%11.68%-27.82%2.87
Roger Gibson Talmud Portfolio7.56%9.32%2.34%11.88%-26.60%2.15
S&P 500 Portfolio11.97%14.39%1.33%17.26%-33.72%2.81
Scott Burns Couch Portfolio5.54%9.04%1.24%8.59%-19.76%2.91
Scott Burns Margaritaville Portfolio6.54%7.94%1.51%11.39%-23.92%3.05
Second Grader's Starter Portfolio9.29%10.69%1.60%15.67%-31.07%3.04
Semiconductor Stocks Portfolio11.01%27.10%1.29%28.04%-35.76%2.42
Simple Path to Wealth Portfolio8.15%11.83%1.57%13.04%-26.82%2.84
Stocks/Bonds 20/80 Portfolio0.04%5.74%2.15%4.67%-10.51%1.96
Stocks/Bonds 40/60 Leveraged Portfolio-2.68%31.98%1.79%22.64%-32.14%1.35
Stocks/Bonds 40/60 Portfolio2.96%8.03%1.94%7.18%-15.64%2.47
Stocks/Bonds 60/40 Portfolio5.91%10.24%1.73%10.41%-21.85%2.70
Stocks/Bonds 80/20 Portfolio8.91%12.35%1.51%13.94%-28.47%2.89
Tech Stocks Dividend Portfolio17.79%17.27%1.99%21.08%-30.79%2.87
Tim Maurer Simple Money Portfolio7.47%7.06%1.29%10.33%-21.12%2.84
Total Stock Market Portfolio11.94%14.36%1.30%17.65%-35.00%3.06
Warren Buffett's 90/10 Portfolio10.74%13.23%1.42%15.58%-30.73%2.76