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Lazy Portfolios


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe RatioExpense Ratio
7Twelve Portfolio5.26%5.12%2.22%9.93%-22.46%-0.090.14%
Alpha Architect Robust Portfolio5.22%6.48%1.67%12.80%-28.81%-0.050.40%
Aronson Family Taxable Portfolio7.12%6.89%2.84%12.22%-25.12%-0.370.19%
Bill Bernstein Coward's Portfolio4.82%6.29%1.76%10.12%-21.52%-0.150.15%
Bill Bernstein No Brainer Portfolio6.86%7.75%2.06%13.23%-27.91%-0.190.04%
Bill Schultheis Coffee House Portfolio5.62%6.67%2.37%10.69%-24.01%-0.270.05%
Bob Clyatt Sandwich Portfolio5.31%5.58%1.69%9.05%-20.47%-0.400.17%
Bogleheads Four-fund Portfolio6.70%7.92%2.03%13.76%-28.24%-0.250.04%
Bogleheads Three-fund Portfolio6.74%8.20%2.08%13.65%-28.12%-0.240.04%
Cloud Computing Stocks Portfolio15.91%24.24%0.66%27.00%-44.98%-0.310.00%
Conservative Portfolio5.00%4.62%2.00%7.64%-22.18%-0.600.07%
Crypto Portfolio18.40%53.45%1.35%37.57%-54.86%0.060.02%
David Swensen Lazy Portfolio6.35%6.58%2.88%11.76%-25.66%-0.330.11%
David Swensen Yale Endowment Portfolio7.33%6.82%3.09%11.56%-26.64%-0.500.13%
Dividend-Paying Stocks Portfolio-4.23%9.04%3.21%15.04%-27.63%-0.030.00%
FAAMG Portfolio15.43%21.93%0.33%25.76%-46.78%-0.610.00%
FAANG Portfolio19.20%23.32%0.12%27.40%-48.98%-0.440.00%
FANG Plus Portfolio23.49%24.09%0.07%28.59%-44.19%-0.130.00%
FANG Portfolio20.92%21.53%29.14%-55.92%-0.460.00%
Frank Armstrong’s Ideal Index Portfolio5.79%6.12%2.07%11.68%-25.37%-0.160.12%
FundAdvice Ultimate Buy & Hold Portfolio5.58%5.14%2.60%9.97%-21.19%-0.220.14%
Golden Butterfly Portfolio6.04%6.06%1.33%8.20%-19.59%-0.350.20%
Gone Fishin’ Portfolio6.54%6.22%2.99%12.05%-26.03%-0.220.12%
Growth Portfolio6.72%8.20%1.97%13.70%-28.25%-0.260.05%
Gyroscopic Investing Desert Portfolio3.89%4.70%1.49%5.74%-16.15%-0.480.06%
Harry Browne Permanent Portfolio5.04%4.38%1.34%6.97%-19.44%-0.570.18%
Income Portfolio4.15%2.72%2.02%5.49%-21.20%-0.870.08%
Larry Swedroe Minimize FatTails Portfolio4.13%3.10%3.59%6.04%-14.59%-0.470.17%
Larry Swedroe Simple Portfolio5.55%6.18%4.06%10.89%-25.44%-0.130.20%
Mebane Faber Ivy Portfolio5.75%4.88%1.94%12.04%-27.66%-0.130.22%
Moderate Portfolio5.86%6.45%1.98%10.51%-23.53%-0.400.06%
Nasdaq-100 Portfolio11.26%17.10%0.72%21.15%-35.12%-0.420.20%
Paul Merriman Ultimate Portfolio8.16%7.56%2.78%16.95%-38.24%-0.150.16%
Pinwheel Portfolio6.91%5.91%1.83%11.11%-23.65%-0.220.09%
Ray Dalio All Weather Portfolio5.83%5.07%1.76%8.03%-24.28%-0.770.19%
Ray Dalio All Weather Portfolio 2x Leveraged11.47%9.13%0.40%16.47%-41.12%-0.770.94%
Rick Ferri Core Four Portfolio6.81%8.22%2.18%13.59%-28.73%-0.270.04%
Roger Gibson Five Asset Portfolio5.76%5.50%2.15%12.00%-27.82%-0.140.22%
Roger Gibson Talmud Portfolio6.44%7.10%2.55%12.07%-26.60%-0.430.06%
S&P 500 Portfolio6.08%12.54%1.56%17.41%-33.72%-0.200.09%
Scott Burns Couch Portfolio4.60%6.92%4.17%9.19%-19.76%-0.420.11%
Scott Burns Margaritaville Portfolio6.15%6.30%3.73%11.32%-23.92%-0.320.10%
Second Grader's Starter Portfolio7.13%8.97%2.04%15.37%-31.07%-0.230.04%
Semiconductor Stocks Portfolio18.34%29.13%1.83%29.91%-43.28%-0.290.00%
Simple Path to Wealth Portfolio5.79%9.65%1.80%13.34%-26.82%-0.300.03%
Stocks/Bonds 20/80 Portfolio3.84%3.65%2.33%5.45%-18.52%-0.790.03%
Stocks/Bonds 40/60 Leveraged Portfolio14.10%13.96%1.44%21.39%-55.26%-0.930.65%
Stocks/Bonds 40/60 Portfolio4.55%5.89%2.14%7.79%-19.79%-0.550.03%
Stocks/Bonds 60/40 Portfolio5.26%8.07%1.94%10.84%-21.85%-0.380.03%
Stocks/Bonds 80/20 Portfolio5.96%10.17%1.75%14.21%-28.47%-0.270.03%
Tech Stocks Dividend Portfolio8.11%16.46%2.87%21.36%-30.79%-0.320.00%
Tim Maurer Simple Money Portfolio5.39%5.42%1.91%10.06%-21.12%-0.240.23%
Total Stock Market Portfolio6.67%12.19%1.56%17.77%-35.00%-0.200.03%
Warren Buffett's 90/10 Portfolio5.63%11.53%1.58%15.76%-30.73%-0.210.03%