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Lazy Portfolios
Portfolio Name | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Expense Ratio | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|
7Twelve Portfolio | 3.02% | 4.50% | 2.49% | 9.83% | -22.46% | 0.14% | 0.92 | 1.5 | 1.2 | 1.7 | 2.7% |
Alpha Architect Robust Portfolio | 3.42% | 5.43% | 2.07% | 12.83% | -48.58% | 0.40% | 0.86 | 1.4 | 1.2 | 1.6 | 3.1% |
Aronson Family Taxable Portfolio | 2.95% | 5.71% | 2.49% | 12.24% | -42.95% | 0.19% | 0.75 | 1.0 | 1.1 | 1.3 | 3.4% |
Bill Bernstein Coward's Portfolio | 2.77% | 5.30% | 2.46% | 10.12% | -37.25% | 0.15% | 0.92 | 1.5 | 1.2 | 1.6 | 2.6% |
Bill Bernstein No Brainer Portfolio | 5.19% | 6.47% | 2.49% | 13.26% | -27.91% | 0.04% | 1.01 | 1.6 | 1.2 | 1.9 | 3.1% |
Bill Schultheis Coffee House Portfolio | 1.28% | 5.52% | 2.89% | 10.73% | -24.01% | 0.05% | 0.72 | 1.1 | 1.1 | 1.2 | 3.3% |
Bob Clyatt Sandwich Portfolio | 2.75% | 4.72% | 2.22% | 9.05% | -32.62% | 0.17% | 0.88 | 1.4 | 1.2 | 1.6 | 2.4% |
Bogleheads Four-fund Portfolio | 7.63% | 7.19% | 2.30% | 13.65% | -28.24% | 0.04% | 1.17 | 1.7 | 1.2 | 2.5 | 2.6% |
Bogleheads Three-fund Portfolio | 7.46% | 7.15% | 2.36% | 13.67% | -47.74% | 0.04% | 1.15 | 1.7 | 1.2 | 2.5 | 2.6% |
Cloud Computing Stocks Portfolio | 36.16% | 24.50% | 0.60% | 26.64% | -44.98% | 0.00% | 1.48 | 2.2 | 1.3 | 3.2 | 5.2% |
Conservative Portfolio | 2.65% | 3.89% | 2.33% | 7.70% | -22.18% | 0.07% | 0.87 | 1.2 | 1.1 | 1.5 | 2.2% |
Crypto Portfolio | 22.91% | 48.65% | 1.56% | 36.33% | -54.86% | 0.02% | 0.50 | 0.7 | 1.1 | 0.8 | 4.9% |
David Swensen Lazy Portfolio | 3.18% | 5.73% | 2.80% | 11.76% | -25.66% | 0.11% | 0.75 | 1.2 | 1.1 | 1.4 | 3.0% |
David Swensen Yale Endowment Portfolio | 1.47% | 5.82% | 2.93% | 11.59% | -43.81% | 0.13% | 0.54 | 0.8 | 1.1 | 0.9 | 3.6% |
Dividend Income Portfolio | -2.56% | 6.28% | 5.10% | 14.11% | -59.63% | 0.38% | 0.28 | 0.4 | 1.0 | 0.4 | 5.8% |
Dividend-Paying Stocks Portfolio | -3.81% | 7.87% | 3.22% | 15.02% | -35.64% | 0.00% | 0.80 | 1.3 | 1.1 | 0.9 | 5.6% |
FAAMG Portfolio | 59.39% | 24.42% | 0.28% | 25.75% | -46.78% | 0.00% | 1.29 | 2.0 | 1.2 | 1.9 | 7.1% |
FAANG Portfolio | 58.67% | 25.25% | 0.11% | 27.30% | -48.98% | 0.00% | 1.55 | 2.3 | 1.3 | 2.5 | 6.7% |
FANG Plus Portfolio | 55.53% | 25.82% | 0.57% | 27.08% | -48.47% | 0.00% | 1.61 | 2.4 | 1.3 | 2.8 | 5.8% |
FANG Portfolio | 65.99% | 23.96% | 0.00% | 29.11% | -55.92% | 0.00% | 1.73 | 2.4 | 1.3 | 2.7 | 7.4% |
Frank Armstrong’s Ideal Index Portfolio | 2.33% | 5.00% | 2.72% | 11.68% | -44.57% | 0.12% | 0.92 | 1.4 | 1.2 | 1.6 | 3.0% |
FundAdvice Ultimate Buy & Hold Portfolio | 2.44% | 4.26% | 2.82% | 9.94% | -21.19% | 0.14% | 1.04 | 1.6 | 1.2 | 1.8 | 2.5% |
Golden Butterfly Portfolio | 0.99% | 5.38% | 1.89% | 8.21% | -20.32% | 0.20% | 0.59 | 0.8 | 1.1 | 0.8 | 3.0% |
Gone Fishin’ Portfolio | 3.50% | 5.30% | 3.05% | 12.04% | -26.03% | 0.12% | 0.97 | 1.5 | 1.2 | 1.8 | 3.0% |
Growth Portfolio | 7.39% | 7.14% | 2.21% | 13.72% | -28.25% | 0.05% | 1.14 | 1.7 | 1.2 | 2.4 | 2.7% |
Gyroscopic Investing Desert Portfolio | 3.28% | 4.43% | 1.99% | 5.79% | -16.15% | 0.06% | 0.89 | 1.3 | 1.1 | 1.7 | 1.7% |
Harry Browne Permanent Portfolio | 1.64% | 4.33% | 1.94% | 6.95% | -19.44% | 0.18% | 0.57 | 0.8 | 1.1 | 0.9 | 2.3% |
Income Portfolio | 0.31% | 2.16% | 2.39% | 5.62% | -21.20% | 0.08% | 0.57 | 0.8 | 1.1 | 0.9 | 2.1% |
Larry Swedroe Minimize FatTails Portfolio | 0.19% | 2.72% | 2.49% | 6.04% | -21.61% | 0.17% | 0.51 | 0.6 | 1.1 | 0.8 | 2.3% |
Larry Swedroe Simple Portfolio | 1.12% | 5.10% | 2.45% | 10.91% | -39.91% | 0.20% | 0.80 | 1.0 | 1.1 | 1.3 | 3.3% |
MATANA Portfolio | 71.39% | 36.08% | 0.24% | 28.65% | -46.26% | 0.00% | 1.44 | 2.1 | 1.2 | 2.3 | 6.2% |
Mebane Faber Ivy Portfolio | 3.19% | 4.33% | 2.46% | 12.06% | -48.90% | 0.22% | 0.75 | 1.2 | 1.1 | 1.3 | 3.2% |
Moderate Portfolio | 5.01% | 5.55% | 2.27% | 10.54% | -23.53% | 0.06% | 1.04 | 1.5 | 1.2 | 2.0 | 2.4% |
Nasdaq-100 Portfolio | 33.92% | 17.27% | 0.61% | 21.45% | -82.98% | 0.20% | 1.32 | 2.0 | 1.2 | 2.7 | 3.9% |
Paul Merriman Ultimate Portfolio | 2.84% | 5.98% | 3.12% | 16.96% | -38.24% | 0.16% | 0.90 | 1.4 | 1.2 | 1.5 | 4.3% |
Pinwheel Portfolio | 2.55% | 5.14% | 2.26% | 11.09% | -23.65% | 0.09% | 0.86 | 1.2 | 1.1 | 1.5 | 3.1% |
PortfoliosLab Trends Portfolio | 34.08% | 23.83% | 1.47% | 21.48% | -34.88% | 0.03% | 1.29 | 2.0 | 1.2 | 2.6 | 4.0% |
Ray Dalio All Weather Portfolio | -0.27% | 4.57% | 2.37% | 8.18% | -24.28% | 0.19% | 0.14 | 0.1 | 1.0 | 0.2 | 3.0% |
Ray Dalio All Weather Portfolio 2x Leveraged | -4.94% | 7.51% | 2.08% | 16.74% | -41.12% | 0.94% | -0.03 | -0.1 | 1.0 | -0.0 | 6.4% |
Rick Ferri Core Four Portfolio | 6.31% | 7.15% | 2.51% | 13.61% | -48.48% | 0.04% | 1.02 | 1.6 | 1.2 | 2.1 | 2.9% |
Roger Gibson Five Asset Portfolio | 2.66% | 4.85% | 2.55% | 11.92% | -27.82% | 0.22% | 0.72 | 1.2 | 1.1 | 1.3 | 3.2% |
Roger Gibson Talmud Portfolio | 1.30% | 6.13% | 3.13% | 12.12% | -44.88% | 0.06% | 0.41 | 0.7 | 1.1 | 0.7 | 3.9% |
S&P 500 Portfolio | 12.64% | 11.73% | 1.53% | 17.50% | -55.19% | 0.09% | 1.09 | 1.6 | 1.2 | 2.5 | 2.9% |
Scott Burns Couch Portfolio | 5.46% | 6.56% | 2.02% | 9.23% | -31.99% | 0.11% | 0.83 | 1.1 | 1.1 | 1.7 | 2.1% |
Scott Burns Margaritaville Portfolio | 5.31% | 5.64% | 2.38% | 11.31% | -23.92% | 0.10% | 1.05 | 1.5 | 1.2 | 2.1 | 2.3% |
Second Grader's Starter Portfolio | 8.56% | 7.98% | 2.20% | 15.39% | -52.66% | 0.04% | 1.12 | 1.6 | 1.2 | 2.4 | 2.9% |
Semiconductor Stocks Portfolio | 36.06% | 27.62% | 1.69% | 30.28% | -43.28% | 0.00% | 1.38 | 2.1 | 1.2 | 3.5 | 5.4% |
Simple Path to Wealth Portfolio | 8.66% | 8.81% | 1.94% | 13.42% | -43.49% | 0.03% | 0.98 | 1.4 | 1.2 | 2.0 | 2.7% |
Stocks/Bonds 20/80 Portfolio | 1.47% | 3.22% | 2.75% | 5.59% | -18.52% | 0.03% | 0.54 | 0.7 | 1.1 | 0.9 | 1.8% |
Stocks/Bonds 40/60 Leveraged Portfolio | -2.08% | 11.37% | 2.59% | 21.76% | -55.26% | 0.65% | -0.09 | -0.0 | 1.0 | -0.1 | 8.0% |
Stocks/Bonds 40/60 Portfolio | 4.07% | 5.32% | 2.46% | 7.87% | -23.14% | 0.03% | 0.80 | 1.1 | 1.1 | 1.5 | 2.1% |
Stocks/Bonds 60/40 Portfolio | 6.68% | 7.34% | 2.16% | 10.91% | -35.22% | 0.03% | 0.93 | 1.4 | 1.2 | 1.9 | 2.4% |
Stocks/Bonds 80/20 Portfolio | 9.32% | 9.28% | 1.87% | 14.28% | -46.06% | 0.03% | 0.99 | 1.5 | 1.2 | 2.1 | 2.8% |
Tech Stocks Dividend Portfolio | 14.17% | 15.52% | 2.69% | 21.49% | -77.75% | 0.00% | 1.00 | 1.5 | 1.2 | 2.2 | 3.7% |
Tim Maurer Simple Money Portfolio | 2.57% | 4.28% | 2.26% | 10.06% | -36.29% | 0.23% | 1.03 | 1.5 | 1.2 | 1.8 | 2.6% |
Total Stock Market Portfolio | 11.97% | 11.14% | 1.58% | 17.86% | -55.45% | 0.03% | 1.02 | 1.5 | 1.2 | 2.2 | 3.2% |
Warren Buffett's 90/10 Portfolio | 11.56% | 10.79% | 1.98% | 15.82% | -30.73% | 0.03% | 1.12 | 1.8 | 1.2 | 2.6 | 2.7% |