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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
7.12%
5.18%
2.90%
18
0.19%
S&P 500 Portfolio
26.77%
13.33%
1.17%
73
0.09%
Warren Buffett's 90/10 Portfolio
24.35%
12.30%
1.44%
75
0.03%
Stocks/Bonds 60/40 Portfolio
15.95%
8.51%
2.19%
67
0.03%
MATANA Portfolio
54.16%
39.86%
0.23%
37
0.00%
PortfoliosLab Trends Portfolio
38.21%
27.93%
1.04%
56
0.04%
Bogleheads Three-fund Portfolio
14.63%
8.54%
2.26%
42
0.04%
FAANG Portfolio
44.85%
28.81%
0.18%
45
0.00%
Nasdaq-100 Portfolio
25.79%
18.39%
0.59%
25
0.20%
Stocks/Bonds 80/20 Portfolio
21.01%
10.74%
1.72%
71
0.03%
Semiconductor Stocks Portfolio
12.93%
28.23%
1.36%
8
0.00%
Bogleheads Four-fund Portfolio
14.70%
8.57%
2.32%
42
0.04%
FANG Portfolio
51.03%
29.13%
0.12%
48
0.00%
Crypto Portfolio
37.27%
1.58%
4
0.02%
Simple Path to Wealth Portfolio
19.73%
10.19%
1.84%
70
0.03%
Dividend-Paying Stocks Portfolio
25.38%
9.15%
2.55%
79
0.00%
Golden Butterfly Portfolio
12.34%
6.90%
2.12%
45
0.20%
Tech Stocks Dividend Portfolio
22.53%
16.01%
1.92%
18
0.00%
Total Stock Market Portfolio
26.21%
12.90%
1.26%
72
0.03%
Bill Bernstein No Brainer Portfolio
13.18%
7.83%
2.29%
36
0.04%
7Twelve Portfolio
11.13%
5.88%
2.51%
46
0.14%
FAAMG Portfolio
33.69%
26.52%
0.33%
22
0.00%
Stocks/Bonds 40/60 Leveraged Portfolio
17.65%
11.50%
2.66%
19
0.65%
Harry Browne Permanent Portfolio
11.94%
5.83%
2.30%
50
0.18%
FANG Plus Portfolio
47.99%
28.70%
0.36%
41
0.00%
David Swensen Lazy Portfolio
11.79%
6.86%
2.71%
41
0.11%
Cloud Computing Stocks Portfolio
30.65%
0.49%
34
0.00%
Dividend Income Portfolio
9.15%
6.88%
4.79%
24
0.38%
Stocks/Bonds 40/60 Portfolio
11.03%
6.20%
2.65%
60
0.03%
Ray Dalio All Weather Portfolio 2x Leveraged
10.67%
7.87%
2.60%
14
0.94%
David Swensen Yale Endowment Portfolio
10.42%
6.75%
2.70%
30
0.13%
Scott Burns Couch Portfolio
13.87%
7.64%
1.83%
65
0.11%
Growth Portfolio
14.80%
8.55%
2.08%
42
0.05%
Gone Fishin’ Portfolio
11.48%
6.72%
2.75%
36
0.12%
Second Grader's Starter Portfolio
17.83%
9.49%
2.01%
48
0.04%
Conservative Portfolio
7.46%
4.80%
2.47%
31
0.07%
Gyroscopic Investing Desert Portfolio
10.72%
5.60%
2.53%
70
0.06%
Paul Merriman Ultimate Portfolio
12.11%
7.37%
2.79%
25
0.16%
Bill Schultheis Coffee House Portfolio
10.71%
6.48%
2.79%
40
0.05%
Rick Ferri Core Four Portfolio
14.67%
8.48%
2.36%
45
0.04%
Stocks/Bonds 20/80 Portfolio
6.24%
3.83%
3.11%
32
0.03%
Bill Bernstein Coward's Portfolio
10.84%
6.35%
2.78%
43
0.15%
Income Portfolio
3.89%
2.83%
2.67%
16
0.08%
Larry Swedroe Simple Portfolio
9.85%
6.13%
2.38%
29
0.20%
Moderate Portfolio
11.09%
6.71%
2.27%
39
0.06%
Alpha Architect Robust Portfolio
14.73%
6.81%
1.96%
40
0.40%
Aronson Family Taxable Portfolio
10.37%
6.86%
2.41%
24
0.19%
Mebane Faber Ivy Portfolio
9.44%
5.38%
2.33%
27
0.22%
FundAdvice Ultimate Buy & Hold Portfolio
8.45%
5.26%
3.10%
31
0.14%
Scott Burns Margaritaville Portfolio
11.58%
6.85%
2.22%
36
0.10%
Larry Swedroe Minimize FatTails Portfolio
5.82%
3.48%
2.80%
24
0.17%
Roger Gibson Talmud Portfolio
12.43%
7.09%
2.90%
42
0.06%
Roger Gibson Five Asset Portfolio
8.97%
5.92%
3.40%
26
0.22%
Frank Armstrong’s Ideal Index Portfolio
10.03%
6.13%
2.87%
31
0.12%
Pinwheel Portfolio
11.88%
6.65%
2.51%
40
0.09%
Tim Maurer Simple Money Portfolio
7.92%
5.35%
2.79%
25
0.23%
Bob Clyatt Sandwich Portfolio
9.04%
5.75%
2.62%
35
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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