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Lazy Portfolios


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe RatioExpense Ratio
7Twelve Portfolio8.23%6.15%1.25%9.62%-22.46%2.620.15%
Alpha Architect Robust Portfolio7.97%7.95%1.11%12.94%-28.81%2.370.40%
Aronson Family Taxable Portfolio7.49%9.46%1.64%12.23%-25.12%2.580.19%
Bill Bernstein Coward's Portfolio8.72%7.61%1.18%10.49%-21.52%2.530.15%
Bill Bernstein No Brainer Portfolio8.04%9.68%1.70%13.38%-27.91%2.450.04%
Bill Schultheis Coffee House Portfolio8.04%8.54%2.05%10.66%-24.01%2.390.05%
Bob Clyatt Sandwich Portfolio5.84%7.43%1.20%9.13%-18.13%2.370.17%
Bogleheads Four-fund Portfolio8.38%10.32%1.66%13.22%-28.24%2.420.04%
Bogleheads Three-fund Portfolio8.40%10.15%1.72%13.81%-28.12%2.410.04%
Cloud Computing Stocks Portfolio11.19%37.92%0.60%25.52%-29.48%1.500.00%
Conservative Portfolio2.79%6.68%1.71%7.23%-15.68%2.100.08%
David Swensen Lazy Portfolio9.38%8.50%1.87%11.93%-25.66%2.410.11%
David Swensen Yale Endowment Portfolio8.43%9.66%1.91%11.25%-24.30%2.270.13%
Dividend-Paying Stocks Portfolio3.89%10.91%2.70%15.05%-27.63%1.480.00%
FAAMG Portfolio17.09%31.84%0.30%22.90%-27.28%1.740.00%
FAANG Portfolio11.98%38.21%0.13%24.79%-30.93%1.480.00%
FANG Plus Portfolio7.71%33.36%0.07%26.51%-34.13%2.180.00%
FANG Portfolio15.35%40.13%0.00%26.68%-32.10%1.370.00%
Frank Armstrong’s Ideal Index Portfolio9.51%7.44%1.39%12.27%-25.37%2.520.13%
FundAdvice Ultimate Buy & Hold Portfolio7.14%6.58%1.95%10.30%-21.19%2.360.14%
Golden Butterfly Portfolio4.91%8.26%0.82%7.78%-15.83%2.090.20%
Gone Fishin’ Portfolio7.94%8.47%1.92%11.60%-26.04%2.550.13%
Growth Portfolio8.26%10.20%1.62%13.84%-28.25%2.410.05%
Gyroscopic Investing Desert Portfolio1.59%6.46%1.59%5.17%-8.85%1.660.06%
Harry Browne Permanent Portfolio-0.65%6.49%0.81%6.49%-11.14%0.980.18%
Income Portfolio0.09%4.78%1.75%4.74%-10.79%1.640.09%
Larry Swedroe Minimize FatTails Portfolio5.28%4.55%1.22%6.03%-13.45%2.760.17%
Larry Swedroe Simple Portfolio9.68%7.89%1.79%11.04%-25.44%2.660.20%
Mebane Faber Ivy Portfolio12.63%5.89%1.44%12.17%-27.66%2.690.23%
Moderate Portfolio5.52%8.49%1.66%10.39%-21.72%2.290.06%
Nasdaq-100 Portfolio9.35%21.26%0.40%19.95%-28.56%1.800.20%
Paul Merriman Ultimate Portfolio14.03%9.26%1.94%17.73%-38.24%2.730.18%
Pinwheel Portfolio8.64%8.01%1.64%10.64%-23.65%2.400.09%
Ray Dalio All Weather Portfolio1.64%8.26%1.11%7.07%-13.99%1.300.19%
Ray Dalio All Weather Portfolio 2x Leveraged5.35%15.76%0.26%14.56%-24.71%1.000.94%
Rick Ferri Core Four Portfolio9.21%10.28%1.82%13.71%-28.73%2.410.04%
Roger Gibson Five Asset Portfolio13.05%6.46%1.68%11.62%-27.82%2.850.23%
Roger Gibson Talmud Portfolio10.06%9.52%2.24%11.87%-26.60%2.100.06%
S&P 500 Portfolio11.34%14.57%1.34%17.24%-33.72%2.260.09%
Scott Burns Couch Portfolio6.24%9.16%1.59%8.60%-19.76%2.490.11%
Scott Burns Margaritaville Portfolio7.19%8.18%1.74%11.37%-23.92%2.520.10%
Second Grader's Starter Portfolio9.49%10.98%1.58%15.63%-31.07%2.460.05%
Semiconductor Stocks Portfolio9.57%27.87%1.34%28.09%-35.76%1.680.00%
Simple Path to Wealth Portfolio8.32%11.99%1.54%13.03%-26.82%2.340.03%
Stocks/Bonds 20/80 Portfolio0.91%5.69%2.06%4.68%-10.51%1.580.04%
Stocks/Bonds 40/60 Leveraged Portfolio1.40%32.55%1.61%22.81%-32.14%0.950.66%
Stocks/Bonds 40/60 Portfolio3.59%8.05%1.87%7.19%-15.64%2.050.04%
Stocks/Bonds 60/40 Portfolio6.29%10.33%1.68%10.41%-21.85%2.240.03%
Stocks/Bonds 80/20 Portfolio9.00%12.53%1.49%13.93%-28.47%2.370.03%
Tech Stocks Dividend Portfolio11.90%17.30%2.18%21.11%-30.79%1.990.00%
Tim Maurer Simple Money Portfolio6.95%7.06%1.40%10.32%-21.12%2.300.23%
Total Stock Market Portfolio11.73%14.62%1.30%17.63%-35.00%2.480.03%
Warren Buffett's 90/10 Portfolio10.54%13.42%1.41%15.57%-30.73%2.270.03%