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 | Expense Ratio | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Crypto Portfolio | 24.61% | 48.72% | 1.63% | 36.31% | -54.86% | 0.02% | 0.32 | 0.8 | 1.1 | 0.5 | 5.1% |
| MATANA Portfolio | 77.02% | 36.49% | 0.24% | 28.64% | -46.26% | 0.00% | 1.68 | 2.1 | 1.2 | 2.7 | 5.9% |
| Semiconductor Stocks Portfolio | 39.14% | 27.83% | 1.66% | 30.29% | -43.28% | 0.00% | 1.58 | 2.2 | 1.2 | 4.0 | 5.5% |
| FANG Plus Portfolio | 59.04% | 26.09% | 0.57% | 27.07% | -48.47% | 0.00% | 1.77 | 2.3 | 1.3 | 3.1 | 5.6% |
| FAANG Portfolio | 62.57% | 25.54% | 0.11% | 27.29% | -48.98% | 0.00% | 1.67 | 2.1 | 1.3 | 2.7 | 6.7% |
| Cloud Computing Stocks Portfolio | 39.18% | 24.79% | 0.61% | 26.62% | -44.98% | 0.00% | 1.60 | 2.1 | 1.2 | 3.4 | 5.3% |
| FAAMG Portfolio | 63.86% | 24.75% | 0.28% | 25.75% | -46.78% | 0.00% | 1.50 | 1.9 | 1.2 | 2.2 | 7.1% |
| FANG Portfolio | 70.16% | 24.25% | 0.00% | 29.10% | -55.92% | 0.00% | 1.78 | 2.3 | 1.3 | 2.7 | 7.4% |
| PortfoliosLab Trends Portfolio | 36.00% | 24.05% | 1.44% | 21.49% | -34.88% | 0.03% | 1.47 | 2.0 | 1.2 | 2.9 | 4.1% |
| Nasdaq-100 Portfolio | 36.26% | 17.44% | 0.60% | 21.45% | -82.98% | 0.20% | 1.49 | 2.0 | 1.2 | 3.0 | 3.9% |
| Tech Stocks Dividend Portfolio | 15.79% | 15.71% | 2.74% | 21.49% | -77.75% | 0.00% | 1.30 | 1.9 | 1.2 | 2.9 | 3.9% |
| S&P 500 Portfolio | 12.98% | 11.77% | 1.52% | 17.50% | -55.19% | 0.09% | 1.15 | 1.6 | 1.2 | 2.6 | 3.0% |
| Stocks/Bonds 40/60 Leveraged Portfolio | -2.97% | 11.34% | 2.77% | 21.77% | -55.26% | 0.65% | -0.10 | -0.0 | 1.0 | -0.1 | 8.3% |
| Total Stock Market Portfolio | 12.23% | 11.17% | 1.58% | 17.86% | -55.45% | 0.03% | 1.07 | 1.5 | 1.2 | 2.2 | 3.3% |
| Warren Buffett's 90/10 Portfolio | 11.89% | 10.85% | 1.66% | 15.82% | -30.73% | 0.03% | 1.17 | 1.6 | 1.2 | 2.6 | 2.7% |
| Stocks/Bonds 80/20 Portfolio | 9.40% | 9.29% | 1.93% | 14.28% | -46.06% | 0.03% | 1.01 | 1.4 | 1.2 | 2.1 | 2.9% |
| Simple Path to Wealth Portfolio | 8.70% | 8.81% | 2.02% | 13.42% | -43.49% | 0.03% | 1.00 | 1.4 | 1.2 | 2.0 | 2.8% |
| Second Grader's Starter Portfolio | 8.40% | 7.97% | 2.24% | 15.40% | -52.66% | 0.04% | 1.12 | 1.6 | 1.2 | 2.3 | 2.9% |
| Dividend-Paying Stocks Portfolio | -5.24% | 7.85% | 3.29% | 15.02% | -35.64% | 0.00% | 0.80 | 1.2 | 1.1 | 0.9 | 5.7% |
| Ray Dalio All Weather Portfolio 2x Leveraged | -6.42% | 7.42% | 2.13% | 16.75% | -41.12% | 0.94% | -0.16 | -0.1 | 1.0 | -0.2 | 6.6% |
| Stocks/Bonds 60/40 Portfolio | 6.61% | 7.33% | 2.28% | 10.91% | -35.22% | 0.03% | 0.93 | 1.4 | 1.2 | 1.9 | 2.5% |
| Bogleheads Four-fund Portfolio | 7.30% | 7.18% | 2.37% | 13.66% | -28.24% | 0.04% | 1.15 | 1.7 | 1.2 | 2.3 | 2.7% |
| Rick Ferri Core Four Portfolio | 5.99% | 7.15% | 2.59% | 13.62% | -48.48% | 0.04% | 0.99 | 1.5 | 1.2 | 1.9 | 2.9% |
| Bogleheads Three-fund Portfolio | 7.13% | 7.14% | 2.43% | 13.68% | -47.74% | 0.04% | 1.13 | 1.7 | 1.2 | 2.3 | 2.7% |
| Growth Portfolio | 7.09% | 7.12% | 2.26% | 13.73% | -28.25% | 0.05% | 1.12 | 1.7 | 1.2 | 2.2 | 2.8% |
| Scott Burns Couch Portfolio | 5.39% | 6.55% | 2.10% | 9.23% | -31.99% | 0.11% | 0.86 | 1.2 | 1.1 | 1.7 | 2.1% |
| Bill Bernstein No Brainer Portfolio | 4.71% | 6.43% | 2.49% | 13.27% | -27.91% | 0.04% | 0.94 | 1.5 | 1.2 | 1.7 | 3.1% |
| Dividend Income Portfolio | -3.36% | 6.26% | 5.35% | 14.12% | -59.63% | 0.38% | 0.24 | 0.4 | 1.0 | 0.3 | 5.8% |
| Roger Gibson Talmud Portfolio | 1.01% | 6.15% | 3.25% | 12.13% | -44.88% | 0.06% | 0.39 | 0.6 | 1.1 | 0.6 | 3.9% |
| Paul Merriman Ultimate Portfolio | 2.14% | 5.89% | 3.09% | 16.96% | -38.24% | 0.16% | 0.85 | 1.3 | 1.1 | 1.4 | 4.4% |
| David Swensen Yale Endowment Portfolio | 1.02% | 5.82% | 3.03% | 11.60% | -43.81% | 0.13% | 0.49 | 0.7 | 1.1 | 0.7 | 3.6% |
| David Swensen Lazy Portfolio | 2.92% | 5.73% | 2.89% | 11.76% | -25.66% | 0.11% | 0.74 | 1.1 | 1.1 | 1.3 | 3.1% |
| Aronson Family Taxable Portfolio | 2.35% | 5.64% | 2.59% | 12.25% | -42.95% | 0.19% | 0.72 | 1.1 | 1.1 | 1.2 | 3.5% |
| Scott Burns Margaritaville Portfolio | 4.96% | 5.61% | 2.45% | 11.31% | -23.92% | 0.10% | 1.05 | 1.5 | 1.2 | 1.9 | 2.4% |
| Moderate Portfolio | 4.66% | 5.53% | 2.37% | 10.54% | -23.53% | 0.06% | 1.00 | 1.6 | 1.2 | 1.8 | 2.5% |
| Bill Schultheis Coffee House Portfolio | 0.67% | 5.47% | 2.99% | 10.74% | -24.01% | 0.05% | 0.62 | 1.0 | 1.1 | 1.0 | 3.4% |
| Alpha Architect Robust Portfolio | 2.78% | 5.37% | 2.14% | 12.84% | -48.58% | 0.40% | 0.73 | 1.2 | 1.1 | 1.3 | 3.1% |
| Golden Butterfly Portfolio | 0.15% | 5.34% | 2.02% | 8.22% | -20.32% | 0.20% | 0.46 | 0.7 | 1.1 | 0.6 | 3.1% |
| Stocks/Bonds 40/60 Portfolio | 3.84% | 5.29% | 2.64% | 7.88% | -23.14% | 0.03% | 0.76 | 1.2 | 1.1 | 1.4 | 2.1% |
| Bill Bernstein Coward's Portfolio | 2.45% | 5.28% | 2.58% | 10.13% | -37.25% | 0.15% | 0.88 | 1.3 | 1.1 | 1.5 | 2.7% |
| Gone Fishin’ Portfolio | 2.93% | 5.24% | 3.22% | 12.04% | -26.03% | 0.12% | 0.89 | 1.4 | 1.2 | 1.6 | 3.1% |
| Pinwheel Portfolio | 1.96% | 5.11% | 2.34% | 11.09% | -23.65% | 0.09% | 0.82 | 1.3 | 1.1 | 1.3 | 3.1% |
| Larry Swedroe Simple Portfolio | 0.44% | 5.02% | 2.54% | 10.92% | -39.91% | 0.20% | 0.74 | 1.1 | 1.1 | 1.1 | 3.4% |
| Frank Armstrong’s Ideal Index Portfolio | 1.83% | 4.97% | 2.82% | 11.68% | -44.57% | 0.12% | 0.85 | 1.3 | 1.1 | 1.4 | 3.0% |
| Roger Gibson Five Asset Portfolio | 2.00% | 4.82% | 2.63% | 11.92% | -27.82% | 0.22% | 0.64 | 1.0 | 1.1 | 1.1 | 3.3% |
| Bob Clyatt Sandwich Portfolio | 2.47% | 4.69% | 2.34% | 9.06% | -32.62% | 0.17% | 0.82 | 1.3 | 1.1 | 1.4 | 2.5% |
| Ray Dalio All Weather Portfolio | -1.06% | 4.52% | 2.56% | 8.18% | -24.28% | 0.19% | 0.03 | 0.1 | 1.0 | 0.0 | 3.1% |
| 7Twelve Portfolio | 2.34% | 4.44% | 2.64% | 9.84% | -22.46% | 0.14% | 0.80 | 1.2 | 1.1 | 1.4 | 2.7% |
| Gyroscopic Investing Desert Portfolio | 2.98% | 4.42% | 2.14% | 5.79% | -16.15% | 0.06% | 0.78 | 1.2 | 1.1 | 1.3 | 1.8% |
| Harry Browne Permanent Portfolio | 0.77% | 4.31% | 2.10% | 6.95% | -19.44% | 0.18% | 0.42 | 0.7 | 1.1 | 0.5 | 2.4% |
| Mebane Faber Ivy Portfolio | 2.48% | 4.29% | 2.54% | 12.07% | -48.90% | 0.22% | 0.63 | 1.0 | 1.1 | 1.1 | 3.2% |
| Tim Maurer Simple Money Portfolio | 1.85% | 4.22% | 2.37% | 10.06% | -36.29% | 0.23% | 0.93 | 1.5 | 1.2 | 1.6 | 2.7% |
| FundAdvice Ultimate Buy & Hold Portfolio | 1.90% | 4.21% | 2.92% | 9.95% | -21.19% | 0.14% | 0.95 | 1.5 | 1.2 | 1.6 | 2.6% |
| Conservative Portfolio | 2.25% | 3.85% | 2.48% | 7.71% | -22.18% | 0.07% | 0.79 | 1.3 | 1.1 | 1.2 | 2.3% |
| Stocks/Bonds 20/80 Portfolio | 1.12% | 3.19% | 2.99% | 5.60% | -18.52% | 0.03% | 0.44 | 0.7 | 1.1 | 0.7 | 1.9% |
| Larry Swedroe Minimize FatTails Portfolio | 0.00% | 2.66% | 2.65% | 6.04% | -21.61% | 0.17% | 0.51 | 0.7 | 1.1 | 0.7 | 2.3% |
| Income Portfolio | -0.13% | 2.11% | 2.59% | 5.63% | -21.20% | 0.08% | 0.46 | 0.8 | 1.1 | 0.6 | 2.2% |
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).
Click Calculate to get results5 Years