Lazy Portfolios
A lazy portfolio is a set-and-forget collection of investments that require little or no maintenance. Most portfolios consist of a small number of low-cost funds that are easy to implement and rebalance. Lazy portfolios are designed to perform well in most market conditions, making them the perfect choice for long-term investors.
Here you can find a list of the most popular lazy portfolios implemented with ETFs.
Lazy Portfolios
| Portfolio Name | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Expense Ratio | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7Twelve Portfolio | 6.00% | 4.66% | 2.38% | 9.87% | -22.46% | 0.14% | 0.51 | 0.9 | 1.1 | 0.7 | 3.3% |
| Alpha Architect Robust Portfolio | 6.48% | 5.43% | 2.03% | 12.88% | -48.58% | 0.40% | 0.31 | 0.5 | 1.1 | 0.4 | 3.7% |
| Aronson Family Taxable Portfolio | 7.00% | 5.75% | 2.51% | 12.31% | -42.95% | 0.19% | 0.38 | 0.7 | 1.1 | 0.4 | 4.6% |
| Bill Bernstein Coward's Portfolio | 6.18% | 5.30% | 2.49% | 10.17% | -37.25% | 0.15% | 0.48 | 0.8 | 1.1 | 0.6 | 3.3% |
| Bill Bernstein No Brainer Portfolio | 9.76% | 6.50% | 2.34% | 13.33% | -27.91% | 0.04% | 0.59 | 1.0 | 1.1 | 0.6 | 4.2% |
| Bill Schultheis Coffee House Portfolio | 5.16% | 5.60% | 2.80% | 10.81% | -24.01% | 0.05% | 0.27 | 0.5 | 1.1 | 0.3 | 4.2% |
| Bob Clyatt Sandwich Portfolio | 6.63% | 4.82% | 2.23% | 9.11% | -32.62% | 0.17% | 0.59 | 1.0 | 1.1 | 0.6 | 3.2% |
| Bogleheads Four-fund Portfolio | 13.32% | 7.29% | 2.22% | 13.69% | -28.24% | 0.04% | 0.88 | 1.5 | 1.2 | 1.0 | 3.5% |
| Bogleheads Three-fund Portfolio | 13.13% | 7.25% | 2.27% | 13.71% | -47.74% | 0.04% | 0.87 | 1.4 | 1.2 | 1.0 | 3.6% |
| Cloud Computing Stocks Portfolio | 59.75% | 0.55% | 26.54% | -44.98% | 0.00% | 2.12 | 2.8 | 1.4 | 3.8 | 5.4% | |
| Conservative Portfolio | 7.07% | 4.08% | 2.31% | 7.77% | -22.18% | 0.07% | 0.64 | 1.1 | 1.1 | 0.7 | 3.1% |
| Crypto Portfolio | 42.84% | 1.52% | 36.03% | -54.86% | 0.02% | 1.02 | 1.6 | 1.2 | 1.4 | 5.7% | |
| David Swensen Lazy Portfolio | 8.18% | 6.01% | 2.82% | 11.82% | -25.66% | 0.11% | 0.55 | 0.9 | 1.1 | 0.6 | 3.8% |
| David Swensen Yale Endowment Portfolio | 6.79% | 6.18% | 2.90% | 11.68% | -43.81% | 0.13% | 0.34 | 0.6 | 1.1 | 0.3 | 4.8% |
| Dividend Income Portfolio | 1.66% | 6.48% | 5.13% | 14.23% | -59.63% | 0.38% | -0.05 | 0.0 | 1.0 | -0.1 | 7.0% |
| Dividend-Paying Stocks Portfolio | -2.41% | 7.27% | 3.18% | 15.03% | -35.63% | 0.00% | -0.27 | -0.3 | 1.0 | -0.3 | 6.3% |
| FAAMG Portfolio | 81.08% | 0.25% | 25.70% | -46.78% | 0.00% | 2.66 | 3.8 | 1.5 | 6.1 | 4.1% | |
| FAANG Portfolio | 82.12% | 0.10% | 27.22% | -48.98% | 0.00% | 2.70 | 3.7 | 1.5 | 5.7 | 4.7% | |
| FANG Plus Portfolio | 67.62% | 0.53% | 27.00% | -48.47% | 0.00% | 2.42 | 3.4 | 1.4 | 4.1 | 5.8% | |
| FANG Portfolio | 91.76% | 0.00% | 29.05% | -55.92% | 0.00% | 2.92 | 3.8 | 1.5 | 5.8 | 5.3% | |
| Frank Armstrong’s Ideal Index Portfolio | 5.98% | 5.04% | 2.70% | 11.73% | -44.57% | 0.12% | 0.42 | 0.8 | 1.1 | 0.5 | 3.8% |
| FundAdvice Ultimate Buy & Hold Portfolio | 5.90% | 4.35% | 2.83% | 10.00% | -21.19% | 0.14% | 0.53 | 0.9 | 1.1 | 0.6 | 3.3% |
| Golden Butterfly Portfolio | 5.53% | 5.70% | 1.90% | 8.30% | -20.32% | 0.20% | 0.38 | 0.6 | 1.1 | 0.4 | 4.1% |
| Gone Fishin’ Portfolio | 7.83% | 5.43% | 2.86% | 12.09% | -26.03% | 0.12% | 0.58 | 1.0 | 1.1 | 0.7 | 3.9% |
| Growth Portfolio | 13.22% | 7.25% | 2.12% | 13.77% | -28.25% | 0.05% | 0.86 | 1.4 | 1.2 | 1.0 | 3.6% |
| Gyroscopic Investing Desert Portfolio | 7.34% | 4.67% | 2.02% | 5.83% | -16.15% | 0.06% | 0.90 | 1.4 | 1.2 | 1.1 | 2.2% |
| Harry Browne Permanent Portfolio | 6.65% | 4.87% | 1.96% | 7.00% | -19.44% | 0.18% | 0.68 | 1.1 | 1.1 | 0.7 | 3.1% |
| Income Portfolio | 4.07% | 2.38% | 2.40% | 5.71% | -21.20% | 0.08% | 0.38 | 0.7 | 1.1 | 0.4 | 2.9% |
| Larry Swedroe Minimize FatTails Portfolio | 2.20% | 2.77% | 2.74% | 6.09% | -21.61% | 0.17% | 0.23 | 0.4 | 1.1 | 0.2 | 2.9% |
| Larry Swedroe Simple Portfolio | 3.62% | 5.00% | 2.64% | 10.98% | -39.91% | 0.20% | 0.17 | 0.4 | 1.0 | 0.2 | 4.2% |
| MATANA Portfolio | 90.74% | 0.21% | 28.56% | -46.26% | 0.00% | 2.36 | 3.2 | 1.4 | 3.6 | 5.5% | |
| Mebane Faber Ivy Portfolio | 5.53% | 4.45% | 2.37% | 12.11% | -48.90% | 0.22% | 0.33 | 0.6 | 1.1 | 0.4 | 3.9% |
| Moderate Portfolio | 10.12% | 5.70% | 2.21% | 10.59% | -23.53% | 0.06% | 0.79 | 1.3 | 1.2 | 0.9 | 3.3% |
| Nasdaq-100 Portfolio | 46.79% | 17.42% | 0.56% | 21.50% | -82.98% | 0.20% | 1.83 | 2.7 | 1.3 | 3.2 | 4.2% |
| Paul Merriman Ultimate Portfolio | 7.11% | 5.97% | 2.94% | 17.03% | -38.24% | 0.16% | 0.36 | 0.7 | 1.1 | 0.4 | 5.5% |
| Pinwheel Portfolio | 7.15% | 5.45% | 2.24% | 11.15% | -23.65% | 0.09% | 0.56 | 0.9 | 1.1 | 0.6 | 4.0% |
| PortfoliosLab Trends Portfolio | 50.41% | 24.71% | 1.14% | 22.10% | -34.57% | 0.04% | 1.86 | 2.8 | 1.3 | 2.9 | 5.0% |
| Ray Dalio All Weather Portfolio | 3.87% | 4.91% | 2.34% | 8.31% | -24.28% | 0.19% | 0.11 | 0.3 | 1.0 | 0.1 | 4.4% |
| Ray Dalio All Weather Portfolio 2x Leveraged | 1.63% | 7.95% | 1.99% | 16.97% | -42.81% | 0.94% | -0.24 | -0.2 | 1.0 | -0.2 | 9.4% |
| Rick Ferri Core Four Portfolio | 12.05% | 7.32% | 2.42% | 13.67% | -48.48% | 0.04% | 0.76 | 1.3 | 1.1 | 0.9 | 3.8% |
| Roger Gibson Five Asset Portfolio | 5.90% | 5.04% | 2.47% | 11.97% | -27.82% | 0.22% | 0.35 | 0.6 | 1.1 | 0.5 | 3.9% |
| Roger Gibson Talmud Portfolio | 6.74% | 6.51% | 3.02% | 12.22% | -44.88% | 0.06% | 0.31 | 0.6 | 1.1 | 0.3 | 4.8% |
| S&P 500 Portfolio | 20.16% | 11.69% | 1.43% | 17.53% | -55.19% | 0.09% | 1.03 | 1.7 | 1.2 | 1.5 | 3.6% |
| Scott Burns Couch Portfolio | 9.75% | 6.67% | 2.25% | 9.27% | -31.99% | 0.11% | 0.77 | 1.3 | 1.1 | 1.0 | 2.7% |
| Scott Burns Margaritaville Portfolio | 9.80% | 5.78% | 2.50% | 11.35% | -23.92% | 0.10% | 0.79 | 1.3 | 1.2 | 0.9 | 3.2% |
| Second Grader's Starter Portfolio | 14.55% | 8.04% | 2.11% | 15.43% | -52.66% | 0.04% | 0.90 | 1.5 | 1.2 | 1.1 | 3.8% |
| Semiconductor Stocks Portfolio | 52.68% | 28.68% | 1.50% | 30.36% | -43.28% | 0.00% | 1.45 | 2.3 | 1.3 | 2.4 | 6.4% |
| Simple Path to Wealth Portfolio | 14.53% | 8.85% | 1.89% | 13.46% | -43.49% | 0.03% | 0.90 | 1.4 | 1.2 | 1.1 | 3.4% |
| Stocks/Bonds 20/80 Portfolio | 4.82% | 3.38% | 2.77% | 5.68% | -18.52% | 0.03% | 0.48 | 0.8 | 1.1 | 0.5 | 2.5% |
| Stocks/Bonds 40/60 Leveraged Portfolio | 8.19% | 11.72% | 2.47% | 22.06% | -56.78% | 0.65% | -0.10 | 0.1 | 1.0 | -0.1 | 11.6% |
| Stocks/Bonds 40/60 Portfolio | 8.30% | 5.43% | 2.45% | 7.94% | -23.14% | 0.03% | 0.74 | 1.2 | 1.1 | 0.8 | 2.8% |
| Stocks/Bonds 60/40 Portfolio | 11.84% | 7.41% | 2.13% | 10.96% | -35.22% | 0.03% | 0.86 | 1.4 | 1.2 | 1.0 | 3.1% |
| Stocks/Bonds 80/20 Portfolio | 15.43% | 9.31% | 1.81% | 14.32% | -46.06% | 0.03% | 0.91 | 1.5 | 1.2 | 1.2 | 3.5% |
| Tech Stocks Dividend Portfolio | 24.68% | 15.52% | 2.51% | 21.51% | -77.75% | 0.00% | 0.92 | 1.5 | 1.2 | 1.4 | 4.6% |
| Tim Maurer Simple Money Portfolio | 5.57% | 4.25% | 2.27% | 10.12% | -36.29% | 0.23% | 0.46 | 0.8 | 1.1 | 0.5 | 3.5% |
| Total Stock Market Portfolio | 19.09% | 11.13% | 1.48% | 17.89% | -55.45% | 0.03% | 0.93 | 1.5 | 1.2 | 1.3 | 4.0% |
| Warren Buffett's 90/10 Portfolio | 18.50% | 10.79% | 1.57% | 15.85% | -30.73% | 0.03% | 1.07 | 1.7 | 1.2 | 1.5 | 3.3% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to easily compare all lazy portfolios in one view using annualized return and standard deviation for the specified period. When comparing several portfolios, preference is typically given to the one that has a higher return and lower volatility (indicated on the chart in green).
Click Calculate to get results5 Years