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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 NameYTD Return10Y Return (Annualized)Dividend Yield

Performance Rank

Max. DrawdownCurrent DrawdownExpense RatioSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Ray Dalio All Weather Portfolio
7.04%
5.10%
2.89%
21
0.19%
S&P 500 Portfolio
25.36%
13.07%
1.19%
79
0.09%
Warren Buffett's 90/10 Portfolio
23.13%
12.07%
1.45%
82
0.03%
Stocks/Bonds 60/40 Portfolio
15.20%
8.35%
2.19%
75
0.03%
MATANA Portfolio
54.55%
39.95%
0.20%
49
0.00%
PortfoliosLab Trends Portfolio
38.04%
27.86%
1.02%
67
0.04%
Bogleheads Three-fund Portfolio
13.89%
8.38%
2.27%
48
0.04%
FAANG Portfolio
44.95%
28.94%
0.18%
61
0.00%
Nasdaq-100 Portfolio
23.47%
18.10%
0.60%
27
0.20%
Stocks/Bonds 80/20 Portfolio
19.89%
10.53%
1.73%
81
0.03%
Semiconductor Stocks Portfolio
8.71%
27.35%
1.33%
7
0.00%
Bogleheads Four-fund Portfolio
13.96%
8.41%
2.33%
50
0.04%
FANG Portfolio
50.55%
29.32%
0.12%
63
0.00%
Crypto Portfolio
37.37%
—1.58%
3
0.02%
Dividend-Paying Stocks Portfolio
27.24%
9.10%
2.40%
93
0.00%
Simple Path to Wealth Portfolio
18.71%
10.00%
1.85%
80
0.03%
Golden Butterfly Portfolio
11.76%
6.79%
2.13%
49
0.20%
Tech Stocks Dividend Portfolio
21.29%
15.75%
1.93%
20
0.00%
Total Stock Market Portfolio
24.70%
12.63%
1.28%
77
0.03%
Bill Bernstein No Brainer Portfolio
12.30%
7.67%
2.30%
38
0.04%
7Twelve Portfolio
10.92%
5.79%
2.52%
57
0.14%
Stocks/Bonds 40/60 Leveraged Portfolio
15.73%
11.10%
2.67%
20
0.65%
FAAMG Portfolio
31.60%
26.36%
0.29%
27
0.00%
Harry Browne Permanent Portfolio
12.02%
5.77%
2.30%
61
0.18%
FANG Plus Portfolio
48.62%
29.01%
0.37%
58
0.00%
David Swensen Lazy Portfolio
11.59%
6.77%
2.71%
48
0.11%
Dividend Income Portfolio
9.48%
6.84%
4.89%
26
0.38%
Cloud Computing Stocks Portfolio
28.82%
—0.47%
36
0.00%
Stocks/Bonds 40/60 Portfolio
10.63%
6.10%
2.65%
67
0.03%
Ray Dalio All Weather Portfolio 2x Leveraged
10.37%
7.66%
2.60%
16
0.94%
David Swensen Yale Endowment Portfolio
10.19%
6.64%
2.70%
34
0.13%
Scott Burns Couch Portfolio
13.29%
7.53%
1.84%
73
0.11%
Growth Portfolio
14.03%
8.39%
2.09%
48
0.05%
Gone Fishin’ Portfolio
10.89%
6.60%
2.80%
38
0.12%
Second Grader's Starter Portfolio
16.91%
9.29%
2.02%
56
0.04%
Conservative Portfolio
7.20%
4.73%
2.47%
34
0.07%
Gyroscopic Investing Desert Portfolio
10.68%
5.55%
2.52%
78
0.06%
Paul Merriman Ultimate Portfolio
11.32%
7.21%
2.80%
26
0.16%
Bill Schultheis Coffee House Portfolio
10.21%
6.36%
2.79%
44
0.05%
Rick Ferri Core Four Portfolio
14.06%
8.33%
2.36%
52
0.04%
Stocks/Bonds 20/80 Portfolio
6.17%
3.78%
3.11%
38
0.03%
Bill Bernstein Coward's Portfolio
10.17%
6.24%
2.79%
49
0.15%
Income Portfolio
3.87%
2.80%
2.66%
18
0.08%
Larry Swedroe Simple Portfolio
9.12%
6.02%
2.38%
31
0.20%
Moderate Portfolio
10.58%
6.60%
2.28%
43
0.06%
Alpha Architect Robust Portfolio
14.44%
6.73%
1.96%
49
0.40%
Aronson Family Taxable Portfolio
9.47%
6.74%
2.44%
24
0.19%
FundAdvice Ultimate Buy & Hold Portfolio
8.27%
5.18%
3.10%
34
0.14%
Mebane Faber Ivy Portfolio
9.80%
5.33%
2.32%
33
0.22%
Scott Burns Margaritaville Portfolio
11.11%
6.73%
2.23%
39
0.10%
Larry Swedroe Minimize FatTails Portfolio
5.46%
3.42%
2.81%
27
0.17%
Roger Gibson Talmud Portfolio
12.38%
7.00%
2.89%
50
0.06%
Roger Gibson Five Asset Portfolio
9.26%
5.86%
3.38%
31
0.22%
Frank Armstrong’s Ideal Index Portfolio
9.45%
6.02%
2.87%
33
0.12%
Pinwheel Portfolio
11.65%
6.55%
2.52%
45
0.09%
Tim Maurer Simple Money Portfolio
7.46%
5.27%
2.79%
25
0.23%
Bob Clyatt Sandwich Portfolio
8.69%
5.66%
2.62%
37
0.17%

1–57 of 57

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).
0%Annualized Volatility0%Annualized Return

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