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Lazy Portfolios
Portfolio Name | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Sharpe Ratio |
---|---|---|---|---|---|---|
7Twelve Portfolio | 7.25% | 6.17% | 1.28% | 9.66% | -22.46% | 2.89 |
Alpha Architect Robust Portfolio | 7.71% | 7.72% | 1.08% | 12.98% | -28.81% | 2.86 |
Aronson Family Taxable Portfolio | 7.28% | 9.29% | 1.54% | 12.23% | -25.12% | 3.04 |
Bill Bernstein Coward's Portfolio | 8.62% | 7.47% | 1.24% | 10.50% | -21.52% | 2.77 |
Bill Bernstein No Brainer Portfolio | 8.08% | 9.51% | 1.72% | 13.41% | -27.91% | 3.07 |
Bill Schultheis Coffee House Portfolio | 7.20% | 8.43% | 2.11% | 10.67% | -24.01% | 2.63 |
Bob Clyatt Sandwich Portfolio | 5.74% | 7.40% | 1.21% | 9.13% | -18.13% | 2.82 |
Bogleheads Four-fund Portfolio | 8.16% | 10.54% | 1.68% | 13.28% | -28.24% | 3.00 |
Bogleheads Three-fund Portfolio | 8.13% | 9.94% | 1.75% | 13.84% | -28.12% | 2.99 |
Cloud Computing Stocks Portfolio | 7.79% | 38.51% | 0.63% | 25.72% | -29.48% | 2.34 |
Conservative Portfolio | 2.36% | 6.65% | 1.76% | 7.23% | -15.68% | 2.66 |
David Swensen Lazy Portfolio | 7.85% | 8.26% | 1.83% | 11.96% | -25.66% | 2.63 |
David Swensen Yale Endowment Portfolio | 6.13% | 9.40% | 1.85% | 11.27% | -24.30% | 2.45 |
Dividend-Paying Stocks Portfolio | 4.24% | 11.06% | 2.61% | 15.05% | -27.63% | 1.66 |
FAAMG Portfolio | 13.36% | 32.07% | 0.29% | 22.99% | -27.28% | 2.39 |
FAANG Portfolio | 10.00% | 38.81% | 0.12% | 24.90% | -30.93% | 2.12 |
FANG Plus Portfolio | 10.77% | 34.96% | 0.07% | 26.65% | -34.13% | 3.32 |
FANG Portfolio | 12.07% | 40.61% | 0.00% | 26.81% | -32.10% | 1.85 |
Frank Armstrong’s Ideal Index Portfolio | 9.04% | 7.22% | 1.45% | 12.30% | -25.37% | 2.79 |
FundAdvice Ultimate Buy & Hold Portfolio | 6.74% | 6.46% | 1.84% | 10.32% | -21.19% | 2.70 |
Golden Butterfly Portfolio | 4.12% | 8.26% | 0.87% | 7.75% | -15.83% | 2.37 |
Gone Fishin’ Portfolio | 7.50% | 8.60% | 1.96% | 11.64% | -26.04% | 2.96 |
Growth Portfolio | 8.10% | 10.00% | 1.64% | 13.88% | -28.25% | 3.00 |
Gyroscopic Investing Desert Portfolio | 1.47% | 6.62% | 1.64% | 5.15% | -8.85% | 2.17 |
Harry Browne Permanent Portfolio | -1.57% | 6.57% | 0.87% | 6.47% | -11.14% | 1.17 |
Income Portfolio | -0.46% | 4.83% | 1.83% | 4.74% | -10.79% | 2.24 |
Larry Swedroe Minimize FatTails Portfolio | 4.50% | 4.41% | 1.03% | 6.02% | -13.45% | 2.92 |
Larry Swedroe Simple Portfolio | 9.38% | 7.74% | 1.41% | 11.05% | -25.44% | 2.95 |
Mebane Faber Ivy Portfolio | 9.47% | 5.33% | 1.50% | 12.23% | -27.66% | 2.68 |
Moderate Portfolio | 5.21% | 8.38% | 1.70% | 10.41% | -21.72% | 2.85 |
Nasdaq-100 Portfolio | 9.15% | 20.72% | 0.40% | 19.94% | -28.56% | 2.53 |
Paul Merriman Ultimate Portfolio | 13.45% | 8.88% | 1.88% | 17.78% | -38.24% | 3.14 |
Pinwheel Portfolio | 7.52% | 8.04% | 1.59% | 10.67% | -23.65% | 2.68 |
Ray Dalio All Weather Portfolio | -0.88% | 8.16% | 1.16% | 7.04% | -13.99% | 1.30 |
Ray Dalio All Weather Portfolio 2x Leveraged | 0.48% | 15.63% | 0.29% | 14.51% | -24.71% | 1.07 |
Rick Ferri Core Four Portfolio | 8.44% | 10.06% | 1.86% | 13.74% | -28.73% | 2.86 |
Roger Gibson Five Asset Portfolio | 10.00% | 6.24% | 1.74% | 11.68% | -27.82% | 2.87 |
Roger Gibson Talmud Portfolio | 7.56% | 9.32% | 2.34% | 11.88% | -26.60% | 2.15 |
S&P 500 Portfolio | 11.97% | 14.39% | 1.33% | 17.26% | -33.72% | 2.81 |
Scott Burns Couch Portfolio | 5.54% | 9.04% | 1.24% | 8.59% | -19.76% | 2.91 |
Scott Burns Margaritaville Portfolio | 6.54% | 7.94% | 1.51% | 11.39% | -23.92% | 3.05 |
Second Grader's Starter Portfolio | 9.29% | 10.69% | 1.60% | 15.67% | -31.07% | 3.04 |
Semiconductor Stocks Portfolio | 11.01% | 27.10% | 1.29% | 28.04% | -35.76% | 2.42 |
Simple Path to Wealth Portfolio | 8.15% | 11.83% | 1.57% | 13.04% | -26.82% | 2.84 |
Stocks/Bonds 20/80 Portfolio | 0.04% | 5.74% | 2.15% | 4.67% | -10.51% | 1.96 |
Stocks/Bonds 40/60 Leveraged Portfolio | -2.68% | 31.98% | 1.79% | 22.64% | -32.14% | 1.35 |
Stocks/Bonds 40/60 Portfolio | 2.96% | 8.03% | 1.94% | 7.18% | -15.64% | 2.47 |
Stocks/Bonds 60/40 Portfolio | 5.91% | 10.24% | 1.73% | 10.41% | -21.85% | 2.70 |
Stocks/Bonds 80/20 Portfolio | 8.91% | 12.35% | 1.51% | 13.94% | -28.47% | 2.89 |
Tech Stocks Dividend Portfolio | 17.79% | 17.27% | 1.99% | 21.08% | -30.79% | 2.87 |
Tim Maurer Simple Money Portfolio | 7.47% | 7.06% | 1.29% | 10.33% | -21.12% | 2.84 |
Total Stock Market Portfolio | 11.94% | 14.36% | 1.30% | 17.65% | -35.00% | 3.06 |
Warren Buffett's 90/10 Portfolio | 10.74% | 13.23% | 1.42% | 15.58% | -30.73% | 2.76 |