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Lazy Portfolios


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe RatioExpense Ratio
7Twelve Portfolio-8.44%4.97%2.25%9.67%-22.46%-0.530.14%
Alpha Architect Robust Portfolio-12.22%7.05%1.61%12.31%-28.81%-0.590.40%
Aronson Family Taxable Portfolio-17.52%7.19%3.16%11.71%-25.12%-1.190.19%
Bill Bernstein Coward's Portfolio-11.44%6.53%1.61%9.78%-21.52%-0.870.15%
Bill Bernstein No Brainer Portfolio-17.39%8.03%2.43%12.71%-27.91%-1.010.04%
Bill Schultheis Coffee House Portfolio-14.58%6.91%2.42%10.20%-24.01%-0.980.05%
Bob Clyatt Sandwich Portfolio-14.13%5.89%1.83%8.61%-18.13%-1.260.17%
Bogleheads Four-fund Portfolio-17.97%7.49%2.50%13.43%-28.24%-0.940.04%
Bogleheads Three-fund Portfolio-17.98%8.57%2.41%13.15%-28.12%-0.940.04%
Cloud Computing Stocks Portfolio-7.32%30.76%0.62%34.36%-43.90%-0.020.00%
Conservative Portfolio-15.44%4.88%2.10%7.10%-17.95%-1.580.07%
Crypto Portfolio-35.55%56.42%1.54%38.26%-54.86%-1.560.02%
David Swensen Lazy Portfolio-15.75%6.98%2.96%11.26%-25.66%-0.860.11%
David Swensen Yale Endowment Portfolio-18.61%7.24%3.15%10.92%-24.30%-1.030.13%
Dividend-Paying Stocks Portfolio-7.24%9.70%3.01%14.71%-27.63%-0.180.00%
FAAMG Portfolio-30.02%24.29%0.31%24.81%-35.23%-0.710.00%
FAANG Portfolio-40.89%23.29%0.13%26.44%-45.68%-1.030.00%
FANG Plus Portfolio-30.26%23.85%0.07%28.04%-40.59%-0.790.00%
FANG Portfolio-45.34%21.12%0.00%28.08%-51.51%-1.150.00%
Frank Armstrong’s Ideal Index Portfolio-12.81%6.45%2.09%11.33%-25.37%-0.910.12%
FundAdvice Ultimate Buy & Hold Portfolio-12.28%5.43%3.01%9.59%-21.19%-1.030.14%
Golden Butterfly Portfolio-12.39%6.18%1.15%7.67%-15.83%-1.050.20%
Gone Fishin’ Portfolio-14.87%6.18%3.02%11.68%-26.03%-1.050.12%
Growth Portfolio-18.38%8.59%2.29%13.18%-28.25%-0.950.05%
Gyroscopic Investing Desert Portfolio-11.12%4.84%1.60%5.24%-13.30%-1.260.06%
Harry Browne Permanent Portfolio-11.96%4.45%1.00%6.48%-14.10%-1.070.18%
Income Portfolio-13.98%2.91%2.00%4.92%-16.87%-2.070.08%
Larry Swedroe Minimize FatTails Portfolio-8.57%3.36%3.29%5.77%-13.45%-1.320.17%
Larry Swedroe Simple Portfolio-11.80%6.52%4.45%10.48%-25.44%-0.840.20%
Mebane Faber Ivy Portfolio-7.00%5.68%1.93%11.53%-27.66%-0.120.22%
Moderate Portfolio-16.90%6.77%2.20%9.98%-21.72%-1.200.06%
Nasdaq-100 Portfolio-28.44%17.20%0.66%20.29%-32.65%-0.730.20%
Paul Merriman Ultimate Portfolio-16.58%8.17%3.18%16.51%-38.24%-0.840.16%
Pinwheel Portfolio-13.66%5.89%2.26%10.72%-23.65%-0.950.09%
Ray Dalio All Weather Portfolio-14.94%5.37%1.45%7.35%-17.67%-1.040.19%
Ray Dalio All Weather Portfolio 2x Leveraged-27.29%9.70%0.33%15.08%-30.96%-0.980.94%
Rick Ferri Core Four Portfolio-18.09%8.61%2.40%13.05%-28.73%-0.900.04%
Roger Gibson Five Asset Portfolio-8.20%5.60%2.28%11.70%-27.82%-0.200.22%
Roger Gibson Talmud Portfolio-17.23%7.48%2.33%11.46%-26.60%-0.810.06%
S&P 500 Portfolio-19.33%12.97%1.58%16.81%-33.72%-0.490.09%
Scott Burns Couch Portfolio-14.84%7.31%4.22%8.64%-19.76%-0.830.11%
Scott Burns Margaritaville Portfolio-15.71%6.72%4.09%10.87%-23.92%-1.010.10%
Second Grader's Starter Portfolio-18.54%9.42%2.32%14.88%-31.07%-0.860.04%
Semiconductor Stocks Portfolio-32.01%27.55%1.79%29.02%-37.31%-0.540.00%
Simple Path to Wealth Portfolio-18.13%10.01%1.76%12.78%-26.82%-0.810.03%
Stocks/Bonds 20/80 Portfolio-12.69%3.78%2.13%4.97%-15.24%-1.730.03%
Stocks/Bonds 40/60 Leveraged Portfolio-41.98%15.33%0.94%19.55%-46.01%-1.230.65%
Stocks/Bonds 40/60 Portfolio-14.66%6.11%2.00%7.28%-16.96%-1.290.03%
Stocks/Bonds 60/40 Portfolio-16.64%8.36%1.86%10.31%-21.85%-0.970.03%
Stocks/Bonds 80/20 Portfolio-18.63%10.54%1.73%13.63%-28.47%-0.770.03%
Tech Stocks Dividend Portfolio-18.16%16.09%2.64%20.76%-30.79%-0.330.00%
Tim Maurer Simple Money Portfolio-13.46%5.73%2.43%9.63%-21.12%-1.210.23%
Total Stock Market Portfolio-20.64%12.64%1.60%17.16%-35.00%-0.650.03%
Warren Buffett's 90/10 Portfolio-18.16%11.89%1.94%15.20%-30.73%-0.540.03%