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Lazy Portfolios


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe RatioExpense Ratio
7Twelve Portfolio10.15%6.18%1.35%10.33%-22.46%1.420.15%
Alpha Architect Robust Portfolio12.61%9.02%1.10%12.39%-28.81%2.350.40%
Aronson Family Taxable Portfolio9.96%10.20%1.97%11.80%-25.12%2.310.19%
Bill Bernstein Coward's Portfolio10.22%8.42%1.15%10.05%-21.52%2.360.15%
Bill Bernstein No Brainer Portfolio11.33%10.89%1.76%12.83%-27.91%2.330.04%
Bill Schultheis Coffee House Portfolio10.64%9.36%2.03%10.27%-24.01%2.360.05%
Bob Clyatt Sandwich Portfolio8.09%8.12%1.17%8.74%-18.13%2.200.17%
Bogleheads Four-fund Portfolio12.51%10.49%1.72%13.08%-28.24%2.330.04%
Bogleheads Three-fund Portfolio12.54%11.46%1.78%13.22%-28.12%2.330.04%
Cloud Computing Stocks Portfolio20.60%37.94%0.62%25.11%-29.48%1.760.00%
Conservative Portfolio5.11%7.20%1.70%7.00%-15.68%1.920.08%
David Swensen Lazy Portfolio13.11%9.50%2.14%11.42%-25.66%2.410.11%
David Swensen Yale Endowment Portfolio12.54%10.37%2.19%10.84%-24.30%2.280.13%
Dividend-Paying Stocks Portfolio4.68%11.23%2.74%14.70%-27.63%0.750.00%
FAAMG Portfolio28.86%32.21%0.27%22.71%-27.28%2.010.00%
FAANG Portfolio23.47%38.46%0.12%24.56%-30.93%1.720.00%
FANG Plus Portfolio14.46%33.15%0.07%26.19%-34.13%1.630.00%
FANG Portfolio26.66%40.27%0.00%26.42%-32.10%1.760.00%
Frank Armstrong’s Ideal Index Portfolio10.86%8.49%1.45%11.72%-25.37%2.270.13%
FundAdvice Ultimate Buy & Hold Portfolio8.67%7.41%2.10%9.87%-21.19%2.140.14%
Golden Butterfly Portfolio6.06%8.02%0.77%7.69%-15.83%1.650.20%
Gone Fishin’ Portfolio9.85%8.43%2.07%11.74%-26.04%1.830.13%
Growth Portfolio12.44%11.51%1.67%13.25%-28.25%2.320.05%
Gyroscopic Investing Desert Portfolio3.69%6.43%1.51%6.72%-10.21%0.520.06%
Harry Browne Permanent Portfolio1.38%5.98%0.75%6.39%-11.14%0.530.18%
Income Portfolio1.54%4.93%1.71%4.67%-10.79%1.310.09%
Larry Swedroe Minimize FatTails Portfolio5.52%4.75%1.89%5.91%-13.45%2.200.17%
Larry Swedroe Simple Portfolio11.26%8.64%2.56%10.71%-25.44%2.390.20%
Mebane Faber Ivy Portfolio16.51%6.78%1.46%11.71%-27.66%2.700.23%
Moderate Portfolio8.74%9.39%1.68%9.98%-21.72%2.170.06%
Nasdaq-100 Portfolio19.44%22.00%0.36%19.36%-28.56%1.990.20%
Paul Merriman Ultimate Portfolio16.06%10.83%2.03%17.00%-38.24%2.380.18%
Pinwheel Portfolio10.13%7.94%1.58%11.49%-23.65%1.220.09%
Ray Dalio All Weather Portfolio5.06%7.77%1.06%6.94%-13.99%1.160.19%
Ray Dalio All Weather Portfolio 2x Leveraged10.96%14.67%0.27%14.28%-24.71%1.140.94%
Rick Ferri Core Four Portfolio13.56%11.54%1.85%13.11%-28.73%2.400.04%
Roger Gibson Five Asset Portfolio17.02%6.71%1.70%11.53%-27.82%2.760.23%
Roger Gibson Talmud Portfolio14.48%10.35%2.13%11.43%-26.60%2.340.06%
S&P 500 Portfolio18.83%16.11%1.26%16.58%-33.72%2.420.09%
Scott Burns Couch Portfolio11.11%9.73%2.51%8.39%-19.76%2.570.11%
Scott Burns Margaritaville Portfolio10.67%9.12%2.49%10.99%-23.92%2.310.10%
Second Grader's Starter Portfolio13.60%12.40%1.65%14.97%-31.07%2.320.05%
Semiconductor Stocks Portfolio20.74%29.76%1.26%27.45%-35.76%1.600.00%
Simple Path to Wealth Portfolio13.42%13.04%1.46%12.56%-26.82%2.420.03%
Stocks/Bonds 20/80 Portfolio2.82%5.76%1.97%4.63%-10.51%1.530.04%
Stocks/Bonds 40/60 Leveraged Portfolio15.61%31.78%1.54%22.50%-32.14%1.170.66%
Stocks/Bonds 40/60 Portfolio6.61%8.46%1.79%7.01%-15.64%2.100.04%
Stocks/Bonds 60/40 Portfolio10.47%11.10%1.60%10.08%-21.85%2.320.03%
Stocks/Bonds 80/20 Portfolio14.41%13.67%1.41%13.42%-28.47%2.450.03%
Tech Stocks Dividend Portfolio17.64%18.29%2.19%20.54%-30.79%1.940.00%
Tim Maurer Simple Money Portfolio8.84%7.96%1.35%9.87%-21.12%2.120.23%
Total Stock Market Portfolio18.43%16.17%1.22%16.93%-35.00%2.550.03%
Warren Buffett's 90/10 Portfolio17.23%14.76%1.30%15.01%-30.73%2.430.03%