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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 Volatility

Performance Rank

Max. DrawdownCurrent DrawdownExpense RatioSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Ray Dalio All Weather Portfolio
4.07%
5.05%
2.79%0.19%
S&P 500 Portfolio
16.23%
12.72%
1.25%0.09%
Warren Buffett's 90/10 Portfolio
14.80%
11.75%
1.48%0.03%
Stocks/Bonds 60/40 Portfolio
9.21%
8.10%
2.17%0.03%
MATANA Portfolio
36.61%
39.03%
0.21%0.00%
PortfoliosLab Trends Portfolio
25.33%
27.59%
1.07%0.04%
Bogleheads Three-fund Portfolio
9.60%
8.00%
2.35%0.04%
FAANG Portfolio
27.54%
27.00%
0.15%0.00%
Semiconductor Stocks Portfolio
21.68%
29.31%
1.22%0.00%
Nasdaq-100 Portfolio
16.39%
18.23%
0.61%0.20%
Stocks/Bonds 80/20 Portfolio
12.13%
10.18%
1.76%0.03%
Bogleheads Four-fund Portfolio
9.60%
8.02%
2.42%0.04%
Crypto Portfolio
27.59%
1.61%0.02%
FANG Portfolio
28.91%
26.27%
0.08%0.00%
Simple Path to Wealth Portfolio
11.40%
9.67%
1.87%0.03%
Golden Butterfly Portfolio
6.11%
6.36%
2.05%0.20%
Dividend-Paying Stocks Portfolio
16.21%
8.65%
2.72%0.00%
Tech Stocks Dividend Portfolio
16.31%
15.68%
2.05%0.00%
Bill Bernstein No Brainer Portfolio
7.71%
7.25%
2.38%0.04%
Total Stock Market Portfolio
15.07%
12.18%
1.35%0.03%
7Twelve Portfolio
6.54%
5.20%
2.61%0.14%
FAAMG Portfolio
24.71%
25.98%
0.28%0.00%
Cloud Computing Stocks Portfolio
10.01%
0.52%0.00%
Stocks/Bonds 40/60 Leveraged Portfolio
10.19%
11.72%
2.50%0.65%
David Swensen Lazy Portfolio
6.94%
6.38%
2.88%0.11%
Harry Browne Permanent Portfolio
7.00%
5.37%
2.18%0.18%
FANG Plus Portfolio
26.42%
0.39%0.00%
Stocks/Bonds 40/60 Portfolio
6.33%
5.94%
2.59%0.03%
Dividend Income Portfolio
2.70%
6.47%
4.90%0.38%
Ray Dalio All Weather Portfolio 2x Leveraged
6.29%
7.76%
2.47%0.94%
David Swensen Yale Endowment Portfolio
6.02%
6.39%
2.87%0.13%
Scott Burns Couch Portfolio
8.28%
7.19%
2.23%0.11%
Growth Portfolio
9.57%
7.98%
2.18%0.05%
Gone Fishin’ Portfolio
6.82%
6.11%
2.80%0.12%
Second Grader's Starter Portfolio
11.22%
8.84%
2.07%0.04%
Conservative Portfolio
4.57%
4.47%
2.45%0.07%
Paul Merriman Ultimate Portfolio
7.24%
6.58%
2.89%0.16%
Gyroscopic Investing Desert Portfolio
6.46%
5.29%
2.35%0.06%
Bill Schultheis Coffee House Portfolio
5.51%
6.06%
2.82%0.05%
Bill Bernstein Coward's Portfolio
5.98%
5.92%
2.69%0.15%
Stocks/Bonds 20/80 Portfolio
3.48%
3.71%
3.00%0.03%
Rick Ferri Core Four Portfolio
9.15%
7.96%
2.45%0.04%
Income Portfolio
2.11%
2.60%
2.59%0.08%
Larry Swedroe Simple Portfolio
5.07%
5.55%
2.71%0.20%
Alpha Architect Robust Portfolio
7.59%
6.02%
1.93%0.40%
Moderate Portfolio
7.06%
6.26%
2.31%0.06%
Aronson Family Taxable Portfolio
6.28%
6.40%
2.47%0.19%
Scott Burns Margaritaville Portfolio
7.82%
6.28%
2.50%0.10%
FundAdvice Ultimate Buy & Hold Portfolio
5.42%
4.81%
3.13%0.14%
Mebane Faber Ivy Portfolio
6.46%
4.75%
2.34%0.22%
Larry Swedroe Minimize FatTails Portfolio
2.69%
3.09%
3.04%0.17%
Roger Gibson Talmud Portfolio
6.14%
6.74%
2.92%0.06%
Frank Armstrong’s Ideal Index Portfolio
5.89%
5.63%
2.83%0.12%
Pinwheel Portfolio
6.95%
6.05%
2.50%0.09%
Roger Gibson Five Asset Portfolio
5.57%
5.26%
3.40%0.22%
Bob Clyatt Sandwich Portfolio
5.61%
5.38%
2.54%0.17%
Tim Maurer Simple Money Portfolio
5.35%
4.93%
2.70%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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