PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions

Lazy Portfolios

A lazy portfolio is a set-and-forget collection of investments that requires little to 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 across various market conditions, making them a great choice for long-term investors. Here you'll 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
2.55%
5.13%
3.10%
39
0.19%
S&P 500 Portfolio
0.87%
12.73%
1.22%
39
0.09%
Warren Buffett's 90/10 Portfolio
1.11%
11.79%
1.51%
46
0.03%
Stocks/Bonds 60/40 Portfolio
1.07%
8.38%
2.41%
54
0.03%
MATANA Portfolio
-5.81%
38.49%
0.28%
42
0.00%
PortfoliosLab Trends Portfolio
-2.36%
26.84%
1.12%
50
0.04%
Bogleheads Three-fund Portfolio
5.70%
8.54%
2.30%
65
0.04%
FAANG Portfolio
1.46%
26.97%
0.26%
68
0.00%
Dividend-Paying Stocks Portfolio
8.52%
10.07%
2.37%
90
0.00%
Stocks/Bonds 80/20 Portfolio
0.75%
10.54%
1.85%
46
0.03%
Nasdaq-100 Portfolio
1.69%
17.69%
0.58%
28
0.20%
FANG Portfolio
7.00%
27.60%
0.19%
74
0.00%
Bogleheads Four-fund Portfolio
5.65%
8.56%
2.32%
65
0.04%
Semiconductor Stocks Portfolio
-0.30%
25.28%
1.40%
2
0.00%
Crypto Portfolio
4.08%
—1.63%
40
0.02%
Simple Path to Wealth Portfolio
1.00%
9.73%
1.99%
50
0.03%
Golden Butterfly Portfolio
3.17%
6.79%
2.33%
78
0.20%
FANG Plus Portfolio
7.45%
28.90%
0.28%
83
0.00%
Total Stock Market Portfolio
0.38%
12.13%
1.29%
35
0.03%
Harry Browne Permanent Portfolio
6.97%
6.25%
2.41%
93
0.18%
Tech Stocks Dividend Portfolio
-0.51%
14.87%
1.95%
12
0.00%
Bill Bernstein No Brainer Portfolio
3.82%
7.54%
2.41%
50
0.04%
Dividend Income Portfolio
0.50%
6.29%
4.84%
54
0.38%
7Twelve Portfolio
3.82%
6.10%
2.51%
74
0.14%
Stocks/Bonds 40/60 Portfolio
1.63%
6.27%
2.96%
75
0.03%
FAAMG Portfolio
-3.13%
25.34%
0.40%
22
0.00%
Stocks/Bonds 40/60 Leveraged Portfolio
0.31%
9.01%
3.11%
13
0.65%
David Swensen Lazy Portfolio
4.24%
6.87%
2.85%
74
0.11%
Cloud Computing Stocks Portfolio
-0.07%
26.03%
0.49%
74
0.00%
Ray Dalio All Weather Portfolio 2x Leveraged
1.53%
7.17%
2.93%
12
0.94%
David Swensen Yale Endowment Portfolio
3.97%
6.53%
2.83%
60
0.13%
Scott Burns Couch Portfolio
2.20%
7.49%
2.10%
66
0.11%
Growth Portfolio
5.62%
8.57%
2.13%
65
0.05%
Gone Fishin’ Portfolio
5.00%
6.72%
2.79%
68
0.12%
Second Grader's Starter Portfolio
4.68%
9.38%
2.03%
58
0.04%
Gyroscopic Investing Desert Portfolio
4.82%
5.88%
2.82%
94
0.06%
Conservative Portfolio
4.71%
5.05%
2.75%
81
0.07%
Paul Merriman Ultimate Portfolio
5.26%
7.03%
2.78%
41
0.16%
Rick Ferri Core Four Portfolio
4.81%
8.40%
2.43%
66
0.04%
Stocks/Bonds 20/80 Portfolio
1.92%
4.10%
3.52%
79
0.03%
Bill Schultheis Coffee House Portfolio
2.21%
6.15%
3.05%
55
0.05%
Income Portfolio
4.23%
3.18%
3.06%
78
0.08%
Bill Bernstein Coward's Portfolio
1.75%
6.04%
2.92%
49
0.15%
Moderate Portfolio
5.17%
6.85%
2.44%
74
0.06%
Larry Swedroe Simple Portfolio
2.44%
5.85%
2.59%
37
0.20%
Alpha Architect Robust Portfolio
2.05%
6.48%
1.99%
32
0.40%
Aronson Family Taxable Portfolio
2.96%
6.47%
2.62%
26
0.19%
FundAdvice Ultimate Buy & Hold Portfolio
6.00%
5.46%
3.20%
78
0.14%
Mebane Faber Ivy Portfolio
3.33%
5.65%
2.38%
47
0.22%
Scott Burns Margaritaville Portfolio
6.05%
6.97%
2.37%
68
0.10%
Larry Swedroe Minimize FatTails Portfolio
1.30%
3.44%
3.15%
63
0.17%
Pinwheel Portfolio
5.59%
6.82%
2.68%
81
0.09%
Roger Gibson Talmud Portfolio
1.50%
6.79%
3.15%
67
0.06%
Roger Gibson Five Asset Portfolio
3.15%
6.28%
3.56%
49
0.22%
Frank Armstrong’s Ideal Index Portfolio
3.84%
5.92%
2.93%
52
0.12%
Tim Maurer Simple Money Portfolio
6.02%
5.30%
2.79%
72
0.23%
Bob Clyatt Sandwich Portfolio
4.09%
5.64%
2.75%
74
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

Loading data...