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Lazy Portfolios
| Portfolio Name | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Sharpe Ratio | Expense Ratio |
|---|---|---|---|---|---|---|---|
| 7Twelve Portfolio | 5.26% | 5.12% | 2.22% | 9.93% | -22.46% | -0.09 | 0.14% |
| Alpha Architect Robust Portfolio | 5.22% | 6.48% | 1.67% | 12.80% | -28.81% | -0.05 | 0.40% |
| Aronson Family Taxable Portfolio | 7.12% | 6.89% | 2.84% | 12.22% | -25.12% | -0.37 | 0.19% |
| Bill Bernstein Coward's Portfolio | 4.82% | 6.29% | 1.76% | 10.12% | -21.52% | -0.15 | 0.15% |
| Bill Bernstein No Brainer Portfolio | 6.86% | 7.75% | 2.06% | 13.23% | -27.91% | -0.19 | 0.04% |
| Bill Schultheis Coffee House Portfolio | 5.62% | 6.67% | 2.37% | 10.69% | -24.01% | -0.27 | 0.05% |
| Bob Clyatt Sandwich Portfolio | 5.31% | 5.58% | 1.69% | 9.05% | -20.47% | -0.40 | 0.17% |
| Bogleheads Four-fund Portfolio | 6.70% | 7.92% | 2.03% | 13.76% | -28.24% | -0.25 | 0.04% |
| Bogleheads Three-fund Portfolio | 6.74% | 8.20% | 2.08% | 13.65% | -28.12% | -0.24 | 0.04% |
| Cloud Computing Stocks Portfolio | 15.91% | 24.24% | 0.66% | 27.00% | -44.98% | -0.31 | 0.00% |
| Conservative Portfolio | 5.00% | 4.62% | 2.00% | 7.64% | -22.18% | -0.60 | 0.07% |
| Crypto Portfolio | 18.40% | 53.45% | 1.35% | 37.57% | -54.86% | 0.06 | 0.02% |
| David Swensen Lazy Portfolio | 6.35% | 6.58% | 2.88% | 11.76% | -25.66% | -0.33 | 0.11% |
| David Swensen Yale Endowment Portfolio | 7.33% | 6.82% | 3.09% | 11.56% | -26.64% | -0.50 | 0.13% |
| Dividend-Paying Stocks Portfolio | -4.23% | 9.04% | 3.21% | 15.04% | -27.63% | -0.03 | 0.00% |
| FAAMG Portfolio | 15.43% | 21.93% | 0.33% | 25.76% | -46.78% | -0.61 | 0.00% |
| FAANG Portfolio | 19.20% | 23.32% | 0.12% | 27.40% | -48.98% | -0.44 | 0.00% |
| FANG Plus Portfolio | 23.49% | 24.09% | 0.07% | 28.59% | -44.19% | -0.13 | 0.00% |
| FANG Portfolio | 20.92% | 21.53% | 29.14% | -55.92% | -0.46 | 0.00% | |
| Frank Armstrong’s Ideal Index Portfolio | 5.79% | 6.12% | 2.07% | 11.68% | -25.37% | -0.16 | 0.12% |
| FundAdvice Ultimate Buy & Hold Portfolio | 5.58% | 5.14% | 2.60% | 9.97% | -21.19% | -0.22 | 0.14% |
| Golden Butterfly Portfolio | 6.04% | 6.06% | 1.33% | 8.20% | -19.59% | -0.35 | 0.20% |
| Gone Fishin’ Portfolio | 6.54% | 6.22% | 2.99% | 12.05% | -26.03% | -0.22 | 0.12% |
| Growth Portfolio | 6.72% | 8.20% | 1.97% | 13.70% | -28.25% | -0.26 | 0.05% |
| Gyroscopic Investing Desert Portfolio | 3.89% | 4.70% | 1.49% | 5.74% | -16.15% | -0.48 | 0.06% |
| Harry Browne Permanent Portfolio | 5.04% | 4.38% | 1.34% | 6.97% | -19.44% | -0.57 | 0.18% |
| Income Portfolio | 4.15% | 2.72% | 2.02% | 5.49% | -21.20% | -0.87 | 0.08% |
| Larry Swedroe Minimize FatTails Portfolio | 4.13% | 3.10% | 3.59% | 6.04% | -14.59% | -0.47 | 0.17% |
| Larry Swedroe Simple Portfolio | 5.55% | 6.18% | 4.06% | 10.89% | -25.44% | -0.13 | 0.20% |
| Mebane Faber Ivy Portfolio | 5.75% | 4.88% | 1.94% | 12.04% | -27.66% | -0.13 | 0.22% |
| Moderate Portfolio | 5.86% | 6.45% | 1.98% | 10.51% | -23.53% | -0.40 | 0.06% |
| Nasdaq-100 Portfolio | 11.26% | 17.10% | 0.72% | 21.15% | -35.12% | -0.42 | 0.20% |
| Paul Merriman Ultimate Portfolio | 8.16% | 7.56% | 2.78% | 16.95% | -38.24% | -0.15 | 0.16% |
| Pinwheel Portfolio | 6.91% | 5.91% | 1.83% | 11.11% | -23.65% | -0.22 | 0.09% |
| Ray Dalio All Weather Portfolio | 5.83% | 5.07% | 1.76% | 8.03% | -24.28% | -0.77 | 0.19% |
| Ray Dalio All Weather Portfolio 2x Leveraged | 11.47% | 9.13% | 0.40% | 16.47% | -41.12% | -0.77 | 0.94% |
| Rick Ferri Core Four Portfolio | 6.81% | 8.22% | 2.18% | 13.59% | -28.73% | -0.27 | 0.04% |
| Roger Gibson Five Asset Portfolio | 5.76% | 5.50% | 2.15% | 12.00% | -27.82% | -0.14 | 0.22% |
| Roger Gibson Talmud Portfolio | 6.44% | 7.10% | 2.55% | 12.07% | -26.60% | -0.43 | 0.06% |
| S&P 500 Portfolio | 6.08% | 12.54% | 1.56% | 17.41% | -33.72% | -0.20 | 0.09% |
| Scott Burns Couch Portfolio | 4.60% | 6.92% | 4.17% | 9.19% | -19.76% | -0.42 | 0.11% |
| Scott Burns Margaritaville Portfolio | 6.15% | 6.30% | 3.73% | 11.32% | -23.92% | -0.32 | 0.10% |
| Second Grader's Starter Portfolio | 7.13% | 8.97% | 2.04% | 15.37% | -31.07% | -0.23 | 0.04% |
| Semiconductor Stocks Portfolio | 18.34% | 29.13% | 1.83% | 29.91% | -43.28% | -0.29 | 0.00% |
| Simple Path to Wealth Portfolio | 5.79% | 9.65% | 1.80% | 13.34% | -26.82% | -0.30 | 0.03% |
| Stocks/Bonds 20/80 Portfolio | 3.84% | 3.65% | 2.33% | 5.45% | -18.52% | -0.79 | 0.03% |
| Stocks/Bonds 40/60 Leveraged Portfolio | 14.10% | 13.96% | 1.44% | 21.39% | -55.26% | -0.93 | 0.65% |
| Stocks/Bonds 40/60 Portfolio | 4.55% | 5.89% | 2.14% | 7.79% | -19.79% | -0.55 | 0.03% |
| Stocks/Bonds 60/40 Portfolio | 5.26% | 8.07% | 1.94% | 10.84% | -21.85% | -0.38 | 0.03% |
| Stocks/Bonds 80/20 Portfolio | 5.96% | 10.17% | 1.75% | 14.21% | -28.47% | -0.27 | 0.03% |
| Tech Stocks Dividend Portfolio | 8.11% | 16.46% | 2.87% | 21.36% | -30.79% | -0.32 | 0.00% |
| Tim Maurer Simple Money Portfolio | 5.39% | 5.42% | 1.91% | 10.06% | -21.12% | -0.24 | 0.23% |
| Total Stock Market Portfolio | 6.67% | 12.19% | 1.56% | 17.77% | -35.00% | -0.20 | 0.03% |
| Warren Buffett's 90/10 Portfolio | 5.63% | 11.53% | 1.58% | 15.76% | -30.73% | -0.21 | 0.03% |