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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
6.04%
4.92%
2.52%
11
0.19%
S&P 500 Portfolio
25.54%
12.97%
0.86%
80
0.09%
Warren Buffett's 90/10 Portfolio
23.63%
12.01%
1.13%
82
0.03%
Stocks/Bonds 60/40 Portfolio
15.16%
8.27%
1.89%
73
0.03%
MATANA Portfolio
66.02%
41.61%
0.24%
71
0.00%
PortfoliosLab Trends Portfolio
42.29%
28.48%
1.06%
73
0.04%
Bogleheads Three-fund Portfolio
13.25%
8.30%
2.14%
46
0.04%
FAANG Portfolio
55.76%
30.15%
0.21%
89
0.00%
Nasdaq-100 Portfolio
27.20%
18.36%
0.43%
44
0.20%
Stocks/Bonds 80/20 Portfolio
19.96%
10.43%
1.41%
75
0.03%
Semiconductor Stocks Portfolio
6.08%
26.29%
1.44%
6
0.00%
FANG Portfolio
60.38%
30.36%
0.16%
87
0.00%
Bogleheads Four-fund Portfolio
13.37%
8.33%
2.08%
46
0.04%
Crypto Portfolio
42.28%
1.53%
16
0.02%
Dividend-Paying Stocks Portfolio
25.80%
8.80%
2.53%
93
0.00%
Simple Path to Wealth Portfolio
18.75%
9.90%
1.53%
75
0.03%
Golden Butterfly Portfolio
10.82%
6.59%
2.18%
33
0.20%
Tech Stocks Dividend Portfolio
17.76%
14.86%
2.04%
22
0.00%
Total Stock Market Portfolio
24.89%
12.52%
0.93%
76
0.03%
Bill Bernstein No Brainer Portfolio
11.11%
7.52%
2.13%
33
0.04%
7Twelve Portfolio
9.81%
5.83%
1.97%
46
0.14%
Stocks/Bonds 40/60 Leveraged Portfolio
13.41%
10.37%
2.51%
10
0.65%
FAAMG Portfolio
41.71%
27.45%
0.35%
65
0.00%
Harry Browne Permanent Portfolio
11.51%
5.66%
2.28%
49
0.18%
FANG Plus Portfolio
57.01%
30.27%
0.27%
88
0.00%
Dividend Income Portfolio
5.53%
6.27%
4.90%
9
0.38%
David Swensen Lazy Portfolio
9.86%
6.54%
2.44%
33
0.11%
Stocks/Bonds 40/60 Portfolio
10.47%
6.03%
2.37%
52
0.03%
Cloud Computing Stocks Portfolio
34.32%
0.49%
58
0.00%
Ray Dalio All Weather Portfolio 2x Leveraged
6.15%
7.00%
2.00%
6
0.94%
David Swensen Yale Endowment Portfolio
8.11%
6.32%
2.50%
18
0.13%
Scott Burns Couch Portfolio
12.87%
7.50%
1.73%
66
0.11%
Growth Portfolio
13.39%
8.31%
1.99%
46
0.05%
Gone Fishin’ Portfolio
9.48%
6.52%
2.42%
31
0.12%
Second Grader's Starter Portfolio
16.50%
9.27%
1.87%
56
0.04%
Conservative Portfolio
6.60%
4.66%
2.38%
21
0.07%
Gyroscopic Investing Desert Portfolio
10.55%
5.53%
2.28%
75
0.06%
Paul Merriman Ultimate Portfolio
8.95%
7.01%
2.47%
20
0.16%
Rick Ferri Core Four Portfolio
13.01%
8.17%
2.15%
46
0.04%
Bill Schultheis Coffee House Portfolio
8.19%
6.06%
2.46%
24
0.05%
Stocks/Bonds 20/80 Portfolio
5.92%
3.72%
2.85%
22
0.03%
Bill Bernstein Coward's Portfolio
8.99%
6.09%
2.76%
42
0.15%
Income Portfolio
3.30%
2.73%
2.58%
9
0.08%
Larry Swedroe Simple Portfolio
7.04%
5.84%
2.36%
19
0.20%
Moderate Portfolio
9.97%
6.52%
2.18%
35
0.06%
Alpha Architect Robust Portfolio
12.35%
6.65%
1.80%
41
0.40%
Aronson Family Taxable Portfolio
7.89%
6.59%
2.55%
17
0.19%
Mebane Faber Ivy Portfolio
8.44%
5.48%
2.14%
25
0.22%
FundAdvice Ultimate Buy & Hold Portfolio
6.56%
5.05%
2.92%
24
0.14%
Larry Swedroe Minimize FatTails Portfolio
4.81%
3.48%
3.00%
19
0.17%
Scott Burns Margaritaville Portfolio
10.29%
6.77%
2.27%
38
0.10%
Roger Gibson Talmud Portfolio
10.14%
6.57%
2.38%
26
0.06%
Roger Gibson Five Asset Portfolio
7.32%
5.86%
2.03%
22
0.22%
Pinwheel Portfolio
10.02%
6.40%
2.45%
36
0.09%
Frank Armstrong’s Ideal Index Portfolio
7.70%
5.84%
2.86%
27
0.12%
Tim Maurer Simple Money Portfolio
5.85%
5.09%
2.97%
17
0.23%
Bob Clyatt Sandwich Portfolio
7.87%
5.58%
2.69%
29
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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