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Lazy Portfolios
Portfolio Name | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Sharpe Ratio | Expense Ratio |
---|---|---|---|---|---|---|---|
7Twelve Portfolio | 0.46% | 4.54% | 2.44% | 9.92% | -22.46% | -0.53 | 0.14% |
Alpha Architect Robust Portfolio | -0.69% | 5.68% | 1.86% | 12.85% | -48.58% | -0.46 | 0.40% |
Aronson Family Taxable Portfolio | 1.57% | 6.10% | 3.06% | 12.28% | -42.95% | -0.62 | 0.19% |
Bill Bernstein Coward's Portfolio | 0.47% | 5.64% | 2.02% | 10.15% | -37.25% | -0.45 | 0.15% |
Bill Bernstein No Brainer Portfolio | 1.47% | 6.93% | 2.28% | 13.28% | -27.91% | -0.44 | 0.04% |
Bill Schultheis Coffee House Portfolio | 0.33% | 5.89% | 2.69% | 10.75% | -24.01% | -0.57 | 0.05% |
Bob Clyatt Sandwich Portfolio | 1.62% | 5.06% | 1.93% | 9.09% | -32.63% | -0.57 | 0.17% |
Bogleheads Four-fund Portfolio | 2.27% | 7.33% | 2.21% | 13.76% | -28.24% | -0.42 | 0.04% |
Bogleheads Three-fund Portfolio | 2.24% | 7.49% | 2.27% | 13.70% | -47.74% | -0.42 | 0.04% |
Cloud Computing Stocks Portfolio | 14.05% | 23.52% | 0.85% | 27.06% | -44.98% | -0.26 | 0.00% |
Conservative Portfolio | 2.62% | 4.27% | 2.27% | 7.69% | -22.18% | -0.61 | 0.07% |
Crypto Portfolio | 23.23% | 52.85% | 1.50% | 37.36% | -54.86% | 0.64 | 0.02% |
David Swensen Lazy Portfolio | 1.01% | 5.87% | 3.10% | 11.81% | -25.66% | -0.61 | 0.11% |
David Swensen Yale Endowment Portfolio | 1.92% | 6.12% | 3.31% | 11.63% | -43.81% | -0.73 | 0.13% |
Dividend-Paying Stocks Portfolio | -8.93% | 8.04% | 4.04% | 15.07% | -35.63% | -0.08 | 0.00% |
FAAMG Portfolio | 26.26% | 22.79% | 0.38% | 26.00% | -46.78% | -0.35 | 0.00% |
FAANG Portfolio | 23.23% | 23.39% | 0.15% | 27.56% | -48.98% | -0.30 | 0.00% |
FANG Plus Portfolio | 26.30% | 23.99% | 0.08% | 28.65% | -44.19% | -0.02 | 0.00% |
FANG Portfolio | 24.18% | 21.53% | 29.35% | -55.92% | -0.34 | 0.00% | |
Frank Armstrong’s Ideal Index Portfolio | 0.17% | 5.40% | 2.33% | 11.72% | -44.57% | -0.48 | 0.12% |
FundAdvice Ultimate Buy & Hold Portfolio | 0.49% | 4.51% | 2.87% | 10.00% | -21.19% | -0.51 | 0.14% |
Golden Butterfly Portfolio | 3.94% | 5.72% | 1.55% | 8.27% | -20.32% | -0.55 | 0.20% |
Gone Fishin’ Portfolio | 1.32% | 5.54% | 3.30% | 12.10% | -26.03% | -0.49 | 0.12% |
Growth Portfolio | 2.22% | 7.49% | 2.13% | 13.75% | -28.25% | -0.44 | 0.05% |
Gyroscopic Investing Desert Portfolio | 3.38% | 4.52% | 1.74% | 5.80% | -16.15% | -0.47 | 0.06% |
Harry Browne Permanent Portfolio | 5.07% | 4.36% | 1.57% | 7.05% | -19.44% | -0.57 | 0.18% |
Income Portfolio | 2.79% | 2.54% | 2.35% | 5.56% | -21.20% | -0.73 | 0.08% |
Larry Swedroe Minimize FatTails Portfolio | 1.16% | 2.77% | 3.81% | 6.08% | -21.61% | -0.76 | 0.17% |
Larry Swedroe Simple Portfolio | -0.40% | 5.37% | 4.21% | 10.94% | -39.91% | -0.57 | 0.20% |
MATANA Portfolio | 33.73% | 34.78% | 0.33% | 28.89% | -46.26% | -0.25 | 0.00% |
Mebane Faber Ivy Portfolio | -1.26% | 4.11% | 2.17% | 12.09% | -48.90% | -0.65 | 0.22% |
Moderate Portfolio | 2.43% | 5.92% | 2.20% | 10.55% | -23.53% | -0.51 | 0.06% |
Nasdaq-100 Portfolio | 14.68% | 17.22% | 0.70% | 21.29% | -82.98% | -0.31 | 0.20% |
Paul Merriman Ultimate Portfolio | -0.45% | 6.49% | 3.02% | 17.01% | -38.24% | -0.52 | 0.16% |
Pinwheel Portfolio | 1.78% | 5.29% | 2.06% | 11.16% | -23.65% | -0.53 | 0.09% |
Ray Dalio All Weather Portfolio | 4.43% | 4.85% | 2.04% | 8.13% | -24.28% | -0.79 | 0.19% |
Ray Dalio All Weather Portfolio 2x Leveraged | 6.74% | 8.42% | 0.45% | 16.67% | -41.12% | -0.83 | 0.94% |
Rick Ferri Core Four Portfolio | 1.90% | 7.47% | 2.39% | 13.64% | -48.48% | -0.48 | 0.04% |
Roger Gibson Five Asset Portfolio | -0.76% | 4.74% | 2.39% | 12.00% | -27.82% | -0.60 | 0.22% |
Roger Gibson Talmud Portfolio | 1.00% | 6.35% | 2.88% | 12.14% | -44.88% | -0.69 | 0.06% |
S&P 500 Portfolio | 2.37% | 11.73% | 2.01% | 17.49% | -55.19% | -0.37 | 0.09% |
Scott Burns Couch Portfolio | 2.12% | 6.45% | 4.23% | 9.25% | -31.99% | -0.62 | 0.11% |
Scott Burns Margaritaville Portfolio | 1.82% | 5.70% | 3.84% | 11.36% | -23.92% | -0.55 | 0.10% |
Second Grader's Starter Portfolio | 1.91% | 8.19% | 2.20% | 15.43% | -52.66% | -0.43 | 0.04% |
Semiconductor Stocks Portfolio | 26.07% | 29.67% | 2.15% | 30.04% | -43.28% | -0.11 | 0.00% |
Simple Path to Wealth Portfolio | 2.38% | 8.97% | 1.97% | 13.41% | -43.49% | -0.45 | 0.03% |
Stocks/Bonds 20/80 Portfolio | 2.93% | 3.45% | 2.72% | 5.53% | -18.52% | -0.64 | 0.03% |
Stocks/Bonds 40/60 Leveraged Portfolio | 8.46% | 12.87% | 1.67% | 21.62% | -55.26% | -0.92 | 0.65% |
Stocks/Bonds 40/60 Portfolio | 2.75% | 5.52% | 2.45% | 7.85% | -23.14% | -0.56 | 0.03% |
Stocks/Bonds 60/40 Portfolio | 2.55% | 7.52% | 2.18% | 10.90% | -35.22% | -0.49 | 0.03% |
Stocks/Bonds 80/20 Portfolio | 2.33% | 9.44% | 1.90% | 14.28% | -46.06% | -0.44 | 0.03% |
Tech Stocks Dividend Portfolio | 7.83% | 15.65% | 3.54% | 21.42% | -77.75% | -0.25 | 0.00% |
Tim Maurer Simple Money Portfolio | 0.66% | 4.75% | 2.16% | 10.09% | -36.29% | -0.49 | 0.23% |
Total Stock Market Portfolio | 2.09% | 11.27% | 1.63% | 17.85% | -55.45% | -0.41 | 0.03% |
Warren Buffett's 90/10 Portfolio | 2.38% | 10.81% | 1.67% | 15.82% | -30.73% | -0.37 | 0.03% |