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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 Yield10Y VolatilityMax. DrawdownCurrent DrawdownExpense RatioSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Ray Dalio All Weather Portfolio
0.24%
5.12%
2.70%0.19%
S&P 500 Portfolio
8.24%
12.70%
1.31%0.09%
Stocks/Bonds 60/40 Portfolio
3.81%
8.01%
2.11%0.03%
Warren Buffett's 90/10 Portfolio
7.40%
11.70%
1.48%0.03%
MATANA Portfolio
10.10%
0.21%0.00%
Bogleheads Three-fund Portfolio
4.56%
8.08%
2.41%0.04%
PortfoliosLab Trends Portfolio
7.58%
25.13%
1.06%0.04%
FAANG Portfolio
15.47%
0.13%0.00%
Bogleheads Four-fund Portfolio
4.61%
8.11%
2.48%0.04%
Crypto Portfolio
24.20%
1.65%0.02%
Nasdaq-100 Portfolio
6.97%
18.29%
0.71%0.20%
Semiconductor Stocks Portfolio
10.16%
29.32%
1.32%0.00%
Stocks/Bonds 80/20 Portfolio
5.65%
10.08%
1.72%0.03%
FANG Portfolio
22.13%
0.03%0.00%
Golden Butterfly Portfolio
0.30%
5.95%
1.95%0.20%
Simple Path to Wealth Portfolio
5.19%
9.57%
1.82%0.03%
Tech Stocks Dividend Portfolio
4.72%
15.90%
2.23%0.00%
Bill Bernstein No Brainer Portfolio
3.35%
7.26%
2.44%0.04%
Dividend-Paying Stocks Portfolio
6.58%
8.33%
2.97%0.00%
7Twelve Portfolio
2.22%
5.16%
2.65%0.14%
Cloud Computing Stocks Portfolio
7.06%
0.48%0.00%
Total Stock Market Portfolio
7.50%
12.06%
1.34%0.03%
FAAMG Portfolio
12.33%
0.27%0.00%
Stocks/Bonds 40/60 Leveraged Portfolio
2.35%
12.36%
2.42%0.65%
FANG Plus Portfolio
9.64%
0.29%0.00%
David Swensen Lazy Portfolio
1.99%
6.55%
2.85%0.11%
Harry Browne Permanent Portfolio
1.59%
5.07%
2.06%0.18%
Stocks/Bonds 40/60 Portfolio
1.98%
5.87%
2.49%0.03%
Ray Dalio All Weather Portfolio 2x Leveraged
0.19%
8.37%
2.27%0.94%
Scott Burns Couch Portfolio
3.12%
7.19%
2.05%0.11%
Dividend Income Portfolio
-2.59%
6.56%
5.09%0.38%
David Swensen Yale Endowment Portfolio
1.15%
6.66%
2.86%0.13%
Growth Portfolio
4.55%
8.06%
2.23%0.05%
Gone Fishin’ Portfolio
1.74%
6.10%
2.92%0.12%
Second Grader's Starter Portfolio
5.44%
8.95%
2.20%0.04%
Gyroscopic Investing Desert Portfolio
1.75%
5.04%
2.16%0.06%
Bill Schultheis Coffee House Portfolio
1.32%
6.09%
2.80%0.05%
Paul Merriman Ultimate Portfolio
1.23%
6.67%
3.03%0.16%
Conservative Portfolio
1.21%
4.52%
2.42%0.07%
Bill Bernstein Coward's Portfolio
1.53%
5.86%
2.61%0.15%
Stocks/Bonds 20/80 Portfolio
0.17%
3.67%
2.87%0.03%
Income Portfolio
-0.44%
2.65%
2.51%0.08%
Rick Ferri Core Four Portfolio
3.90%
8.05%
2.49%0.04%
Larry Swedroe Simple Portfolio
0.47%
5.53%
2.53%0.20%
Alpha Architect Robust Portfolio
4.35%
6.11%
1.97%0.40%
Aronson Family Taxable Portfolio
1.46%
6.52%
2.54%0.19%
Moderate Portfolio
2.87%
6.33%
2.33%0.06%
FundAdvice Ultimate Buy & Hold Portfolio
1.36%
4.92%
3.02%0.14%
Larry Swedroe Minimize FatTails Portfolio
-0.93%
3.13%
2.85%0.17%
Scott Burns Margaritaville Portfolio
3.16%
6.47%
2.54%0.10%
Mebane Faber Ivy Portfolio
3.03%
4.99%
2.42%0.22%
Roger Gibson Talmud Portfolio
0.76%
6.83%
2.90%0.06%
Frank Armstrong’s Ideal Index Portfolio
1.48%
5.67%
2.90%0.12%
Pinwheel Portfolio
1.20%
5.95%
2.50%0.09%
Bob Clyatt Sandwich Portfolio
1.16%
5.35%
2.49%0.17%
Roger Gibson Five Asset Portfolio
2.00%
5.45%
3.47%0.22%
Tim Maurer Simple Money Portfolio
0.75%
4.77%
2.61%0.23%

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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