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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
8.29%
5.35%
2.82%
34
0.19%
S&P 500 Portfolio
23.68%
13.85%
1.20%
71
0.09%
Warren Buffett's 90/10 Portfolio
21.67%
12.76%
1.45%
74
0.03%
Stocks/Bonds 60/40 Portfolio
14.54%
8.68%
2.17%
74
0.03%
MATANA Portfolio
37.65%
39.68%
0.23%
26
0.00%
PortfoliosLab Trends Portfolio
30.83%
28.42%
1.04%
52
0.04%
Bogleheads Three-fund Portfolio
14.60%
8.87%
2.22%
60
0.04%
FAANG Portfolio
37.78%
28.65%
0.18%
63
0.00%
Nasdaq-100 Portfolio
20.48%
18.93%
0.62%
26
0.20%
Stocks/Bonds 80/20 Portfolio
18.49%
11.11%
1.73%
66
0.03%
Semiconductor Stocks Portfolio
14.54%
29.57%
1.38%
12
0.00%
Bogleheads Four-fund Portfolio
14.62%
8.90%
2.28%
61
0.04%
FANG Portfolio
36.37%
28.29%
0.13%
42
0.00%
Crypto Portfolio
24.06%
1.54%
7
0.02%
Simple Path to Wealth Portfolio
17.48%
10.54%
1.84%
67
0.03%
Dividend-Paying Stocks Portfolio
29.89%
10.16%
2.51%
93
0.00%
Golden Butterfly Portfolio
12.00%
7.03%
2.09%
55
0.20%
Tech Stocks Dividend Portfolio
20.80%
16.88%
1.99%
27
0.00%
Bill Bernstein No Brainer Portfolio
12.69%
8.09%
2.26%
47
0.04%
Total Stock Market Portfolio
22.54%
13.35%
1.30%
62
0.03%
7Twelve Portfolio
11.68%
6.13%
2.49%
54
0.14%
FAAMG Portfolio
28.00%
26.85%
0.33%
28
0.00%
Stocks/Bonds 40/60 Leveraged Portfolio
17.97%
12.25%
2.53%
25
0.65%
Harry Browne Permanent Portfolio
13.34%
5.94%
2.24%
75
0.18%
Cloud Computing Stocks Portfolio
19.38%
0.47%
27
0.00%
David Swensen Lazy Portfolio
12.68%
7.19%
2.71%
62
0.11%
FANG Plus Portfolio
37.72%
29.24%
0.34%
35
0.00%
Dividend Income Portfolio
9.95%
7.23%
4.74%
22
0.38%
Stocks/Bonds 40/60 Portfolio
10.66%
6.34%
2.61%
73
0.03%
Ray Dalio All Weather Portfolio 2x Leveraged
12.74%
8.30%
2.49%
20
0.94%
David Swensen Yale Endowment Portfolio
11.74%
7.11%
2.68%
52
0.13%
Scott Burns Couch Portfolio
12.99%
7.80%
2.00%
73
0.11%
Growth Portfolio
14.67%
8.87%
2.05%
60
0.05%
Gone Fishin’ Portfolio
11.93%
7.07%
2.71%
45
0.12%
Second Grader's Starter Portfolio
17.20%
9.99%
1.99%
52
0.04%
Conservative Portfolio
8.34%
5.00%
2.41%
60
0.07%
Paul Merriman Ultimate Portfolio
13.18%
7.95%
2.73%
28
0.16%
Gyroscopic Investing Desert Portfolio
11.16%
5.77%
2.46%
80
0.06%
Bill Schultheis Coffee House Portfolio
10.96%
6.74%
2.74%
56
0.05%
Rick Ferri Core Four Portfolio
14.69%
8.82%
2.32%
64
0.04%
Stocks/Bonds 20/80 Portfolio
6.81%
3.98%
3.04%
55
0.03%
Bill Bernstein Coward's Portfolio
10.54%
6.68%
2.74%
46
0.15%
Income Portfolio
5.25%
2.96%
2.60%
43
0.08%
Larry Swedroe Simple Portfolio
9.90%
6.38%
2.48%
35
0.20%
Moderate Portfolio
11.48%
6.97%
2.23%
63
0.06%
Alpha Architect Robust Portfolio
13.61%
7.09%
1.91%
35
0.40%
Aronson Family Taxable Portfolio
10.45%
7.24%
2.42%
28
0.19%
FundAdvice Ultimate Buy & Hold Portfolio
10.03%
5.60%
3.04%
54
0.14%
Mebane Faber Ivy Portfolio
10.94%
5.65%
2.26%
38
0.22%
Scott Burns Margaritaville Portfolio
12.31%
7.25%
2.30%
49
0.10%
Larry Swedroe Minimize FatTails Portfolio
6.21%
3.61%
2.87%
39
0.17%
Roger Gibson Talmud Portfolio
12.87%
7.47%
2.85%
50
0.06%
Frank Armstrong’s Ideal Index Portfolio
10.67%
6.56%
2.81%
36
0.12%
Pinwheel Portfolio
13.01%
7.00%
2.46%
52
0.09%
Roger Gibson Five Asset Portfolio
10.41%
6.29%
3.33%
32
0.22%
Tim Maurer Simple Money Portfolio
8.96%
5.72%
2.71%
32
0.23%
Bob Clyatt Sandwich Portfolio
9.81%
6.08%
2.56%
51
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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