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 Name	YTD Return	10Y Return (Annualized)	Dividend Yield	Expense Ratio
Ray Dalio All Weather Portfolio	-1.04%	4.86%	2.81%	0.19%
S&P 500 Portfolio	6.71%	12.53%	1.33%	0.09%
Stocks/Bonds 60/40 Portfolio	2.56%	7.89%	2.19%	0.03%
Warren Buffett's 90/10 Portfolio	6.06%	11.55%	1.52%	0.03%
MATANA Portfolio	8.29%	37.37%	0.22%	0.00%
PortfoliosLab Trends Portfolio	5.28%	26.59%	1.13%	0.04%
Bogleheads Three-fund Portfolio	3.27%	7.86%	2.38%	0.04%
FAANG Portfolio	15.43%	28.36%	0.14%	0.00%
Nasdaq-100 Portfolio	3.93%	18.32%	0.62%	0.20%
Bogleheads Four-fund Portfolio	3.35%	7.90%	2.45%	0.04%
Crypto Portfolio	21.29%	—	1.62%	0.02%
Semiconductor Stocks Portfolio	5.53%	28.57%	1.36%	0.00%
Stocks/Bonds 80/20 Portfolio	4.29%	9.98%	1.80%	0.03%
FANG Portfolio	22.84%	28.40%	0.03%	0.00%
Golden Butterfly Portfolio	0.92%	6.07%	2.03%	0.20%
Simple Path to Wealth Portfolio	3.86%	9.47%	1.90%	0.03%
Tech Stocks Dividend Portfolio	-1.22%	14.90%	2.35%	0.00%
Dividend-Paying Stocks Portfolio	6.55%	8.09%	3.06%	0.00%
Bill Bernstein No Brainer Portfolio	2.16%	7.12%	2.39%	0.04%
7Twelve Portfolio	2.40%	5.12%	2.65%	0.14%
Cloud Computing Stocks Portfolio	2.64%	—	0.51%	0.00%
Total Stock Market Portfolio	6.01%	11.99%	1.41%	0.03%
FAAMG Portfolio	13.28%	26.94%	0.28%	0.00%
Stocks/Bonds 40/60 Leveraged Portfolio	-3.47%	11.48%	2.63%	0.65%
David Swensen Lazy Portfolio	0.37%	6.23%	2.88%	0.11%
Harry Browne Permanent Portfolio	2.27%	5.14%	2.16%	0.18%
FANG Plus Portfolio	8.83%	—	0.28%	0.00%
Stocks/Bonds 40/60 Portfolio	0.82%	5.73%	2.57%	0.03%
Ray Dalio All Weather Portfolio 2x Leveraged	-2.61%	7.71%	2.67%	0.94%
Dividend Income Portfolio	-3.64%	6.23%	5.05%	0.38%
Scott Burns Couch Portfolio	2.34%	7.07%	2.06%	0.11%
David Swensen Yale Endowment Portfolio	-1.02%	6.23%	2.91%	0.13%
Growth Portfolio	3.19%	7.83%	2.21%	0.05%
Gone Fishin’ Portfolio	1.29%	5.98%	2.92%	0.12%
Second Grader's Starter Portfolio	4.12%	8.74%	2.21%	0.04%
Gyroscopic Investing Desert Portfolio	1.60%	5.05%	2.25%	0.06%
Paul Merriman Ultimate Portfolio	0.57%	6.45%	3.03%	0.16%
Conservative Portfolio	-0.11%	4.29%	2.44%	0.07%
Bill Schultheis Coffee House Portfolio	0.10%	5.90%	2.85%	0.05%
Bill Bernstein Coward's Portfolio	1.00%	5.77%	2.68%	0.15%
Stocks/Bonds 20/80 Portfolio	-0.93%	3.50%	2.96%	0.03%
Income Portfolio	-1.77%	2.42%	2.56%	0.08%
Rick Ferri Core Four Portfolio	2.32%	7.79%	2.50%	0.04%
Larry Swedroe Simple Portfolio	0.45%	5.47%	2.53%	0.20%
Alpha Architect Robust Portfolio	3.43%	6.01%	1.97%	0.40%
Aronson Family Taxable Portfolio	0.28%	6.31%	2.54%	0.19%
Moderate Portfolio	1.54%	6.10%	2.33%	0.06%
FundAdvice Ultimate Buy & Hold Portfolio	0.71%	4.72%	3.04%	0.14%
Scott Burns Margaritaville Portfolio	2.31%	6.23%	2.49%	0.10%
Larry Swedroe Minimize FatTails Portfolio	-0.98%	3.03%	2.87%	0.17%
Mebane Faber Ivy Portfolio	1.77%	4.66%	2.47%	0.22%
Roger Gibson Talmud Portfolio	-1.64%	6.45%	3.02%	0.06%
Frank Armstrong’s Ideal Index Portfolio	0.79%	5.50%	2.92%	0.12%
Pinwheel Portfolio	0.88%	5.83%	2.52%	0.09%
Roger Gibson Five Asset Portfolio	0.92%	5.14%	3.49%	0.22%
Bob Clyatt Sandwich Portfolio	0.18%	5.18%	2.56%	0.17%
Tim Maurer Simple Money Portfolio	0.31%	4.68%	2.65%	0.23%

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).

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