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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 ReturnDiv. Yield10Y VolatilityMax. DrawdownExpense RatioSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
FAAMG Portfolio81.23%24.93%0.25%25.48%-46.78%0.00%2.99
FANG Portfolio88.61%24.35%0.00%28.90%-55.92%0.00%2.92
FAANG Portfolio80.85%25.48%0.10%27.02%-48.98%0.00%2.85
MATANA Portfolio91.02%36.86%0.21%28.30%-46.26%0.00%2.70
Cloud Computing Stocks Portfolio61.89%0.53%26.50%-44.98%0.00%2.45
PortfoliosLab Trends Portfolio52.59%24.78%1.11%22.09%-34.57%0.04%2.26
FANG Plus Portfolio63.47%0.55%26.96%-48.47%0.00%2.22
Nasdaq-100 Portfolio47.92%17.41%0.55%21.50%-82.98%0.20%2.18
Semiconductor Stocks Portfolio55.82%28.53%1.48%30.36%-43.28%0.00%1.83
Warren Buffett's 90/10 Portfolio19.89%10.92%1.56%15.84%-30.73%0.03%1.41
Crypto Portfolio54.11%1.51%35.98%-54.86%0.02%1.39
S&P 500 Portfolio21.67%11.83%1.41%17.52%-55.19%0.09%1.38
Tech Stocks Dividend Portfolio26.92%15.67%2.46%21.50%-77.75%0.00%1.34
Total Stock Market Portfolio21.08%11.32%1.46%17.89%-55.45%0.03%1.30
Stocks/Bonds 80/20 Portfolio17.29%9.49%1.79%14.31%-46.06%0.03%1.26
Simple Path to Wealth Portfolio16.35%9.02%1.87%13.45%-43.49%0.03%1.24
Stocks/Bonds 60/40 Portfolio13.57%7.58%2.12%10.95%-35.22%0.03%1.16
Bogleheads Four-fund Portfolio14.94%7.50%2.20%13.69%-28.24%0.04%1.16
Second Grader's Starter Portfolio16.08%8.23%2.09%15.43%-52.66%0.04%1.15
Bogleheads Three-fund Portfolio14.75%7.46%2.25%13.71%-47.74%0.04%1.14
Growth Portfolio14.83%7.45%2.10%13.76%-28.25%0.05%1.13
Rick Ferri Core Four Portfolio13.94%7.54%2.39%13.66%-48.48%0.04%1.04
Scott Burns Couch Portfolio11.23%6.85%2.29%9.27%-31.99%0.11%1.04
Gyroscopic Investing Desert Portfolio8.34%4.78%2.05%5.84%-16.15%0.06%1.02
Moderate Portfolio11.65%5.88%2.20%10.59%-23.53%0.06%1.01
Scott Burns Margaritaville Portfolio11.02%5.97%2.51%11.34%-23.92%0.10%0.96
Stocks/Bonds 40/60 Portfolio9.93%5.60%2.45%7.94%-23.14%0.03%0.95
Bill Bernstein No Brainer Portfolio11.87%6.77%2.31%13.32%-27.91%0.04%0.88
David Swensen Lazy Portfolio9.99%6.21%2.81%11.81%-25.66%0.11%0.80
Gone Fishin’ Portfolio9.45%5.65%2.88%12.08%-26.03%0.12%0.79
Conservative Portfolio8.53%4.24%2.30%7.77%-22.18%0.07%0.78
Bob Clyatt Sandwich Portfolio7.93%5.00%2.25%9.10%-32.62%0.17%0.78
Bill Bernstein Coward's Portfolio7.72%5.51%2.50%10.17%-37.25%0.15%0.77
Pinwheel Portfolio8.90%5.65%2.22%11.14%-23.65%0.09%0.76
7Twelve Portfolio7.11%4.78%2.41%9.87%-22.46%0.14%0.75
FundAdvice Ultimate Buy & Hold Portfolio7.42%4.57%2.84%9.99%-21.19%0.14%0.72
Tim Maurer Simple Money Portfolio7.30%4.50%2.27%10.12%-36.29%0.23%0.70
Frank Armstrong’s Ideal Index Portfolio7.61%5.27%2.69%11.73%-44.57%0.12%0.66
Harry Browne Permanent Portfolio7.91%4.97%1.96%7.00%-19.44%0.18%0.66
Roger Gibson Talmud Portfolio9.40%6.75%2.95%12.22%-44.88%0.06%0.61
Alpha Architect Robust Portfolio7.50%5.57%2.00%12.88%-48.58%0.40%0.60
Paul Merriman Ultimate Portfolio9.38%6.28%2.89%17.03%-38.24%0.16%0.59
Mebane Faber Ivy Portfolio6.58%4.54%2.33%12.11%-48.90%0.22%0.57
Roger Gibson Five Asset Portfolio6.83%5.13%2.43%11.96%-27.82%0.22%0.57
Aronson Family Taxable Portfolio8.93%6.04%2.50%12.31%-42.95%0.19%0.57
Bill Schultheis Coffee House Portfolio7.46%5.86%2.76%10.81%-24.01%0.05%0.56
Stocks/Bonds 20/80 Portfolio6.37%3.54%2.78%5.69%-18.52%0.03%0.56
Golden Butterfly Portfolio7.58%5.95%1.89%8.30%-20.32%0.20%0.55
David Swensen Yale Endowment Portfolio9.17%6.44%2.85%11.68%-43.81%0.13%0.53
Larry Swedroe Simple Portfolio5.77%5.33%2.64%10.98%-39.91%0.20%0.42
Income Portfolio5.46%2.53%2.41%5.72%-21.20%0.08%0.41
Larry Swedroe Minimize FatTails Portfolio3.39%2.96%2.80%6.08%-21.61%0.17%0.31
Dividend Income Portfolio5.31%6.87%4.98%14.23%-59.63%0.38%0.29
Ray Dalio All Weather Portfolio5.80%5.11%2.31%8.32%-24.28%0.19%0.11
Stocks/Bonds 40/60 Leveraged Portfolio12.99%12.13%1.80%22.07%-56.98%0.65%-0.02
Ray Dalio All Weather Portfolio 2x Leveraged5.06%8.36%1.88%16.99%-42.81%0.94%-0.19
Dividend-Paying Stocks Portfolio-2.01%7.46%3.15%15.02%-35.63%0.00%-0.28

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).

Chart placeholderClick Calculate to get results
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