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Lazy Portfolios


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe RatioExpense Ratio
7Twelve Portfolio0.46%4.54%2.44%9.92%-22.46%-0.530.14%
Alpha Architect Robust Portfolio-0.69%5.68%1.86%12.85%-48.58%-0.460.40%
Aronson Family Taxable Portfolio1.57%6.10%3.06%12.28%-42.95%-0.620.19%
Bill Bernstein Coward's Portfolio0.47%5.64%2.02%10.15%-37.25%-0.450.15%
Bill Bernstein No Brainer Portfolio1.47%6.93%2.28%13.28%-27.91%-0.440.04%
Bill Schultheis Coffee House Portfolio0.33%5.89%2.69%10.75%-24.01%-0.570.05%
Bob Clyatt Sandwich Portfolio1.62%5.06%1.93%9.09%-32.63%-0.570.17%
Bogleheads Four-fund Portfolio2.27%7.33%2.21%13.76%-28.24%-0.420.04%
Bogleheads Three-fund Portfolio2.24%7.49%2.27%13.70%-47.74%-0.420.04%
Cloud Computing Stocks Portfolio14.05%23.52%0.85%27.06%-44.98%-0.260.00%
Conservative Portfolio2.62%4.27%2.27%7.69%-22.18%-0.610.07%
Crypto Portfolio23.23%52.85%1.50%37.36%-54.86%0.640.02%
David Swensen Lazy Portfolio1.01%5.87%3.10%11.81%-25.66%-0.610.11%
David Swensen Yale Endowment Portfolio1.92%6.12%3.31%11.63%-43.81%-0.730.13%
Dividend-Paying Stocks Portfolio-8.93%8.04%4.04%15.07%-35.63%-0.080.00%
FAAMG Portfolio26.26%22.79%0.38%26.00%-46.78%-0.350.00%
FAANG Portfolio23.23%23.39%0.15%27.56%-48.98%-0.300.00%
FANG Plus Portfolio26.30%23.99%0.08%28.65%-44.19%-0.020.00%
FANG Portfolio24.18%21.53%29.35%-55.92%-0.340.00%
Frank Armstrong’s Ideal Index Portfolio0.17%5.40%2.33%11.72%-44.57%-0.480.12%
FundAdvice Ultimate Buy & Hold Portfolio0.49%4.51%2.87%10.00%-21.19%-0.510.14%
Golden Butterfly Portfolio3.94%5.72%1.55%8.27%-20.32%-0.550.20%
Gone Fishin’ Portfolio1.32%5.54%3.30%12.10%-26.03%-0.490.12%
Growth Portfolio2.22%7.49%2.13%13.75%-28.25%-0.440.05%
Gyroscopic Investing Desert Portfolio3.38%4.52%1.74%5.80%-16.15%-0.470.06%
Harry Browne Permanent Portfolio5.07%4.36%1.57%7.05%-19.44%-0.570.18%
Income Portfolio2.79%2.54%2.35%5.56%-21.20%-0.730.08%
Larry Swedroe Minimize FatTails Portfolio1.16%2.77%3.81%6.08%-21.61%-0.760.17%
Larry Swedroe Simple Portfolio-0.40%5.37%4.21%10.94%-39.91%-0.570.20%
MATANA Portfolio33.73%34.78%0.33%28.89%-46.26%-0.250.00%
Mebane Faber Ivy Portfolio-1.26%4.11%2.17%12.09%-48.90%-0.650.22%
Moderate Portfolio2.43%5.92%2.20%10.55%-23.53%-0.510.06%
Nasdaq-100 Portfolio14.68%17.22%0.70%21.29%-82.98%-0.310.20%
Paul Merriman Ultimate Portfolio-0.45%6.49%3.02%17.01%-38.24%-0.520.16%
Pinwheel Portfolio1.78%5.29%2.06%11.16%-23.65%-0.530.09%
Ray Dalio All Weather Portfolio4.43%4.85%2.04%8.13%-24.28%-0.790.19%
Ray Dalio All Weather Portfolio 2x Leveraged6.74%8.42%0.45%16.67%-41.12%-0.830.94%
Rick Ferri Core Four Portfolio1.90%7.47%2.39%13.64%-48.48%-0.480.04%
Roger Gibson Five Asset Portfolio-0.76%4.74%2.39%12.00%-27.82%-0.600.22%
Roger Gibson Talmud Portfolio1.00%6.35%2.88%12.14%-44.88%-0.690.06%
S&P 500 Portfolio2.37%11.73%2.01%17.49%-55.19%-0.370.09%
Scott Burns Couch Portfolio2.12%6.45%4.23%9.25%-31.99%-0.620.11%
Scott Burns Margaritaville Portfolio1.82%5.70%3.84%11.36%-23.92%-0.550.10%
Second Grader's Starter Portfolio1.91%8.19%2.20%15.43%-52.66%-0.430.04%
Semiconductor Stocks Portfolio26.07%29.67%2.15%30.04%-43.28%-0.110.00%
Simple Path to Wealth Portfolio2.38%8.97%1.97%13.41%-43.49%-0.450.03%
Stocks/Bonds 20/80 Portfolio2.93%3.45%2.72%5.53%-18.52%-0.640.03%
Stocks/Bonds 40/60 Leveraged Portfolio8.46%12.87%1.67%21.62%-55.26%-0.920.65%
Stocks/Bonds 40/60 Portfolio2.75%5.52%2.45%7.85%-23.14%-0.560.03%
Stocks/Bonds 60/40 Portfolio2.55%7.52%2.18%10.90%-35.22%-0.490.03%
Stocks/Bonds 80/20 Portfolio2.33%9.44%1.90%14.28%-46.06%-0.440.03%
Tech Stocks Dividend Portfolio7.83%15.65%3.54%21.42%-77.75%-0.250.00%
Tim Maurer Simple Money Portfolio0.66%4.75%2.16%10.09%-36.29%-0.490.23%
Total Stock Market Portfolio2.09%11.27%1.63%17.85%-55.45%-0.410.03%
Warren Buffett's 90/10 Portfolio2.38%10.81%1.67%15.82%-30.73%-0.370.03%