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 | Div. Yield | 10Y Volatility | Max. Drawdown | Sharpe Ratio | Expense Ratio |
|---|---|---|---|---|---|---|---|
| Cloud Computing Stocks Portfolio | -59.88% | 21.38% | 0.73% | 33.34% | -65.34% | -1.17 | 0.00% |
| FANG Plus Portfolio | -46.65% | 26.51% | 0.08% | 32.13% | -51.15% | -0.67 | 0.00% |
| FANG Portfolio | -45.90% | 19.11% | 0.00% | 29.33% | -55.07% | -1.10 | 0.00% |
| FAAMG Portfolio | -31.72% | 22.35% | 0.34% | 25.04% | -34.22% | -0.74 | 0.00% |
| FAANG Portfolio | -40.11% | 21.29% | 0.13% | 27.30% | -47.18% | -1.00 | 0.00% |
| Dividend-Paying Stocks Portfolio | -16.39% | 7.61% | 3.42% | 14.80% | -26.80% | -0.55 | 0.00% |
| Semiconductor Stocks Portfolio | -44.63% | 25.28% | 2.14% | 30.66% | -46.35% | -0.66 | 0.00% |
| Tech Stocks Dividend Portfolio | -26.13% | 15.77% | 3.18% | 21.75% | -29.19% | -0.52 | 0.00% |
| Crypto Portfolio | -63.18% | 57.48% | 1.66% | 71.69% | -91.88% | -0.68 | 0.02% |
| Simple Path to Wealth Portfolio | -23.92% | 9.64% | 1.91% | 15.03% | -31.05% | -0.85 | 0.03% |
| Stocks/Bonds 20/80 Portfolio | -19.32% | 4.08% | 2.31% | 7.02% | -19.74% | -1.39 | 0.03% |
| Total Stock Market Portfolio | -24.82% | 11.34% | 1.73% | 17.40% | -35.00% | -0.79 | 0.03% |
| Stocks/Bonds 40/60 Portfolio | -21.73% | 6.51% | 2.17% | 10.49% | -22.41% | -1.05 | 0.03% |
| Stocks/Bonds 60/40 Portfolio | -23.17% | 8.43% | 2.02% | 13.29% | -27.93% | -0.91 | 0.03% |
| Stocks/Bonds 80/20 Portfolio | -24.13% | 10.00% | 1.88% | 15.55% | -31.95% | -0.84 | 0.03% |
| Warren Buffett's 90/10 Portfolio | -23.48% | 11.09% | 1.75% | 16.50% | -32.83% | -0.72 | 0.03% |
| Bill Bernstein No Brainer Portfolio | -23.42% | 7.68% | 2.51% | 14.86% | -32.16% | -0.96 | 0.04% |
| Bogleheads Four-fund Portfolio | -24.28% | 6.96% | 2.69% | 14.59% | -30.27% | -1.00 | 0.04% |
| Bogleheads Three-fund Portfolio | -24.42% | 8.22% | 2.60% | 14.81% | -31.08% | -0.96 | 0.04% |
| Rick Ferri Core Four Portfolio | -24.75% | 8.14% | 2.63% | 14.75% | -31.88% | -0.96 | 0.04% |
| Second Grader's Starter Portfolio | -24.63% | 8.98% | 2.50% | 16.01% | -32.89% | -0.91 | 0.04% |
| Bill Schultheis Coffee House Portfolio | -20.95% | 6.61% | 2.63% | 12.81% | -30.12% | -0.94 | 0.05% |
| Growth Portfolio | -24.59% | 8.33% | 2.47% | 14.94% | -31.35% | -0.96 | 0.05% |
| Moderate Portfolio | -23.65% | 6.83% | 2.37% | 12.54% | -26.96% | -1.05 | 0.06% |
| Gyroscopic Investing Desert Portfolio | -19.45% | 5.01% | 1.75% | 8.35% | -19.74% | -1.10 | 0.06% |
| Roger Gibson Talmud Portfolio | -25.11% | 7.07% | 2.69% | 13.94% | -32.02% | -0.97 | 0.06% |
| Conservative Portfolio | -22.30% | 5.06% | 2.27% | 9.71% | -22.82% | -1.24 | 0.07% |
| Income Portfolio | -20.19% | 2.92% | 2.17% | 6.49% | -20.97% | -1.65 | 0.08% |
| S&P 500 Portfolio | -23.93% | 11.58% | 1.73% | 17.05% | -33.72% | -0.71 | 0.09% |
| Pinwheel Portfolio | -22.33% | 5.08% | 2.67% | 12.61% | -28.78% | -1.09 | 0.09% |
| Scott Burns Margaritaville Portfolio | -23.12% | 6.13% | 4.66% | 12.55% | -26.91% | -1.08 | 0.10% |
| David Swensen Lazy Portfolio | -24.42% | 6.64% | 3.42% | 13.69% | -31.24% | -1.00 | 0.11% |
| Scott Burns Couch Portfolio | -22.28% | 7.35% | 4.90% | 11.92% | -25.48% | -0.94 | 0.11% |
| Gone Fishin’ Portfolio | -22.54% | 5.56% | 3.30% | 13.36% | -29.77% | -1.12 | 0.12% |
| Frank Armstrong’s Ideal Index Portfolio | -21.22% | 6.08% | 2.37% | 13.80% | -31.49% | -0.98 | 0.12% |
| David Swensen Yale Endowment Portfolio | -25.98% | 6.37% | 3.63% | 12.53% | -27.67% | -1.13 | 0.13% |
| 7Twelve Portfolio | -19.10% | 4.01% | 2.54% | 11.17% | -25.70% | -1.03 | 0.14% |
| FundAdvice Ultimate Buy & Hold Portfolio | -20.16% | 4.97% | 3.39% | 11.85% | -27.38% | -1.06 | 0.14% |
| Bill Bernstein Coward's Portfolio | -19.95% | 6.63% | 1.86% | 12.96% | -29.38% | -0.90 | 0.15% |
| Paul Merriman Ultimate Portfolio | -23.60% | 7.15% | 3.55% | 16.89% | -38.57% | -0.99 | 0.16% |
| Bob Clyatt Sandwich Portfolio | -22.62% | 5.74% | 2.09% | 11.42% | -25.34% | -1.14 | 0.17% |
| Larry Swedroe Minimize FatTails Portfolio | -15.39% | 2.78% | 3.94% | 7.83% | -19.55% | -1.30 | 0.17% |
| Harry Browne Permanent Portfolio | -21.37% | 3.90% | 1.19% | 7.92% | -21.67% | -1.34 | 0.18% |
| Aronson Family Taxable Portfolio | -24.09% | 6.54% | 3.50% | 13.27% | -27.89% | -1.13 | 0.19% |
| Ray Dalio All Weather Portfolio | -24.16% | 4.54% | 1.68% | 8.45% | -24.59% | -1.41 | 0.19% |
| Golden Butterfly Portfolio | -21.02% | 5.19% | 1.33% | 10.05% | -22.40% | -1.14 | 0.20% |
| Nasdaq-100 Portfolio | -32.49% | 15.72% | 0.74% | 20.65% | -33.44% | -0.85 | 0.20% |
| Larry Swedroe Simple Portfolio | -18.43% | 5.89% | 5.13% | 12.84% | -30.20% | -0.93 | 0.20% |
| Mebane Faber Ivy Portfolio | -23.53% | 5.03% | 2.24% | 13.16% | -30.71% | -1.01 | 0.22% |
| Roger Gibson Five Asset Portfolio | -21.38% | 4.44% | 2.56% | 12.91% | -30.10% | -0.98 | 0.22% |
| Tim Maurer Simple Money Portfolio | -21.19% | 4.98% | 2.77% | 11.81% | -26.85% | -1.20 | 0.23% |
| Alpha Architect Robust Portfolio | -23.74% | 6.59% | 1.92% | 14.83% | -32.65% | -0.97 | 0.40% |
| Stocks/Bonds 40/60 Leveraged Portfolio | -61.21% | 13.00% | 1.21% | 34.11% | -61.77% | -0.86 | 0.65% |
| Ray Dalio All Weather Portfolio 2x Leveraged | -45.32% | 7.37% | 0.30% | 18.87% | -45.94% | -1.08 | 0.94% |
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).
5 Years