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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
2.96%
6.02%
3.01%
46
0.19%
S&P 500 Portfolio
4.04%
13.49%
1.16%
76
0.09%
Warren Buffett's 90/10 Portfolio
3.99%
13.13%
1.41%
76
0.03%
Stocks/Bonds 60/40 Portfolio
2.86%
8.72%
2.20%
66
0.03%
MATANA Portfolio
8.01%
51.24%
0.24%
86
0.00%
PortfoliosLab Trends Portfolio
6.29%
41.26%
1.03%
84
0.04%
Bogleheads Three-fund Portfolio
3.84%
9.94%
2.31%
57
0.04%
FAANG Portfolio
3.87%
27.06%
0.21%
87
0.00%
Stocks/Bonds 80/20 Portfolio
3.52%
11.14%
1.71%
69
0.03%
Nasdaq-100 Portfolio
4.19%
18.71%
0.53%
27
0.20%
Semiconductor Stocks Portfolio
7.76%
38.08%
1.35%
64
0.00%
FANG Portfolio
8.43%
27.84%
0.15%
92
0.00%
Bogleheads Four-fund Portfolio
3.85%
9.73%
2.34%
54
0.04%
Crypto Portfolio
2.51%
1.62%
5
0.02%
Dividend-Paying Stocks Portfolio
2.68%
8.93%
2.49%
86
0.00%
Simple Path to Wealth Portfolio
3.89%
11.19%
1.83%
70
0.03%
Golden Butterfly Portfolio
3.35%
7.28%
2.24%
66
0.20%
Tech Stocks Dividend Portfolio
4.45%
16.64%
1.92%
21
0.00%
Total Stock Market Portfolio
4.27%
12.99%
1.22%
70
0.03%
Bill Bernstein No Brainer Portfolio
3.99%
9.28%
2.33%
42
0.04%
FANG Plus Portfolio
8.20%
44.90%
0.27%
90
0.00%
Harry Browne Permanent Portfolio
3.56%
6.93%
2.36%
91
0.18%
7Twelve Portfolio
2.99%
6.37%
2.47%
45
0.14%
Stocks/Bonds 40/60 Leveraged Portfolio
4.15%
8.54%
2.94%
9
0.65%
FAAMG Portfolio
2.27%
25.91%
0.35%
34
0.00%
Dividend Income Portfolio
1.79%
5.81%
4.85%
11
0.38%
Stocks/Bonds 40/60 Portfolio
1.74%
6.33%
2.69%
57
0.03%
David Swensen Lazy Portfolio
3.19%
7.97%
2.73%
46
0.11%
Cloud Computing Stocks Portfolio
1.71%
0.49%
12
0.00%
Ray Dalio All Weather Portfolio 2x Leveraged
7.03%
12.00%
2.89%
47
0.94%
David Swensen Yale Endowment Portfolio
2.97%
6.91%
2.75%
31
0.13%
Scott Burns Couch Portfolio
3.57%
9.74%
1.86%
69
0.11%
Growth Portfolio
4.03%
10.60%
2.15%
57
0.05%
Gone Fishin’ Portfolio
3.12%
7.30%
2.83%
30
0.12%
Second Grader's Starter Portfolio
3.94%
10.85%
2.04%
62
0.04%
Conservative Portfolio
3.28%
7.90%
2.60%
54
0.07%
Gyroscopic Investing Desert Portfolio
3.18%
7.98%
2.57%
80
0.06%
Paul Merriman Ultimate Portfolio
3.09%
7.96%
2.91%
24
0.16%
Rick Ferri Core Four Portfolio
3.67%
9.54%
2.40%
56
0.04%
Bill Schultheis Coffee House Portfolio
3.42%
7.53%
2.82%
34
0.05%
Stocks/Bonds 20/80 Portfolio
1.16%
3.97%
3.18%
24
0.03%
Bill Bernstein Coward's Portfolio
3.14%
7.59%
2.87%
38
0.15%
Income Portfolio
2.39%
5.41%
2.83%
42
0.08%
Larry Swedroe Simple Portfolio
3.23%
6.63%
2.44%
22
0.20%
Moderate Portfolio
3.75%
9.49%
2.37%
56
0.06%
Alpha Architect Robust Portfolio
4.94%
7.69%
2.03%
37
0.40%
Aronson Family Taxable Portfolio
3.16%
7.44%
2.57%
25
0.19%
Mebane Faber Ivy Portfolio
2.94%
6.66%
2.36%
38
0.22%
Larry Swedroe Minimize FatTails Portfolio
1.18%
3.75%
2.98%
13
0.17%
FundAdvice Ultimate Buy & Hold Portfolio
3.19%
6.36%
3.13%
33
0.14%
Scott Burns Margaritaville Portfolio
3.47%
8.58%
2.33%
54
0.10%
Roger Gibson Talmud Portfolio
2.85%
7.56%
2.89%
40
0.06%
Roger Gibson Five Asset Portfolio
2.98%
6.70%
3.42%
40
0.22%
Pinwheel Portfolio
2.89%
6.95%
2.61%
39
0.09%
Frank Armstrong’s Ideal Index Portfolio
3.03%
6.77%
2.95%
26
0.12%
Tim Maurer Simple Money Portfolio
2.55%
5.74%
2.91%
22
0.23%
Bob Clyatt Sandwich Portfolio
2.69%
6.85%
2.77%
41
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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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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