Lazy Portfolios (2024)

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.

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

3.04%

5.13%

2.76%0.19%
S&P 500 Portfolio

12.84%

12.60%

1.26%0.09%
Warren Buffett's 90/10 Portfolio

11.64%

11.63%

1.47%0.03%
Stocks/Bonds 60/40 Portfolio

6.74%

7.97%

2.16%0.03%
MATANA Portfolio

26.42%

38.45%

0.20%0.00%
PortfoliosLab Trends Portfolio

17.24%

27.11%

1.08%0.04%
Bogleheads Three-fund Portfolio

7.90%

7.91%

2.31%0.04%
FAANG Portfolio

25.36%

27.68%

0.12%0.00%
Semiconductor Stocks Portfolio

22.20%

29.44%

1.26%0.00%
Nasdaq-100 Portfolio

13.30%

18.46%

0.57%0.20%
Bogleheads Four-fund Portfolio

7.89%

7.94%

2.37%0.04%
Stocks/Bonds 80/20 Portfolio

9.09%

10.03%

1.75%0.03%
Crypto Portfolio

30.20%

1.58%0.02%
FANG Portfolio

31.00%

27.51%

0.03%0.00%
Simple Path to Wealth Portfolio

8.50%

9.52%

1.85%0.03%
Golden Butterfly Portfolio

3.81%

6.24%

1.95%0.20%
Dividend-Paying Stocks Portfolio

10.91%

8.33%

2.99%0.00%
Tech Stocks Dividend Portfolio

9.67%

15.43%

2.16%0.00%
Bill Bernstein No Brainer Portfolio

5.84%

7.11%

2.34%0.04%
7Twelve Portfolio

4.62%

5.09%

2.59%0.14%
Total Stock Market Portfolio

11.45%

12.00%

1.34%0.03%
Cloud Computing Stocks Portfolio

3.96%

0.53%0.00%
FAAMG Portfolio

21.30%

26.68%

0.26%0.00%
Stocks/Bonds 40/60 Leveraged Portfolio

7.61%

11.98%

2.45%0.65%
David Swensen Lazy Portfolio

4.20%

6.25%

2.86%0.11%
Harry Browne Permanent Portfolio

5.69%

5.44%

2.16%0.18%
FANG Plus Portfolio

23.41%

0.27%0.00%
Stocks/Bonds 40/60 Portfolio

4.41%

5.84%

2.56%0.03%
Dividend Income Portfolio

-2.07%

6.08%

5.04%0.38%
Ray Dalio All Weather Portfolio 2x Leveraged

4.41%

8.08%

2.47%0.94%
David Swensen Yale Endowment Portfolio

3.44%

6.32%

2.84%0.13%
Scott Burns Couch Portfolio

6.15%

7.14%

2.27%0.11%
Growth Portfolio

7.79%

7.89%

2.13%0.05%
Gone Fishin’ Portfolio

4.70%

5.98%

2.85%0.12%
Second Grader's Starter Portfolio

9.10%

8.76%

2.12%0.04%
Conservative Portfolio

3.29%

4.41%

2.42%0.07%
Paul Merriman Ultimate Portfolio

4.32%

6.37%

2.68%0.16%
Gyroscopic Investing Desert Portfolio

4.64%

5.20%

2.31%0.06%
Bill Schultheis Coffee House Portfolio

2.98%

5.88%

2.81%0.05%
Bill Bernstein Coward's Portfolio

3.51%

5.73%

2.60%0.15%
Stocks/Bonds 20/80 Portfolio

2.08%

3.65%

2.97%0.03%
Rick Ferri Core Four Portfolio

6.85%

7.84%

2.42%0.04%
Income Portfolio

1.06%

2.56%

2.56%0.08%
Larry Swedroe Simple Portfolio

2.75%

5.39%

2.29%0.20%
Alpha Architect Robust Portfolio

5.48%

5.84%

1.73%0.40%
Moderate Portfolio

5.53%

6.19%

2.28%0.06%
Aronson Family Taxable Portfolio

4.08%

6.31%

2.42%0.19%
FundAdvice Ultimate Buy & Hold Portfolio

3.69%

4.70%

2.73%0.14%
Scott Burns Margaritaville Portfolio

6.49%

6.29%

2.58%0.10%
Mebane Faber Ivy Portfolio

4.39%

4.62%

2.39%0.22%
Larry Swedroe Minimize FatTails Portfolio

1.00%

3.01%

3.01%0.17%
Roger Gibson Talmud Portfolio

2.22%

6.51%

2.95%0.06%
Frank Armstrong’s Ideal Index Portfolio

3.68%

5.46%

2.84%0.12%
Pinwheel Portfolio

4.30%

5.89%

2.07%0.09%
Roger Gibson Five Asset Portfolio

3.72%

5.15%

3.43%0.22%
Bob Clyatt Sandwich Portfolio

3.53%

5.24%

2.33%0.17%
Tim Maurer Simple Money Portfolio

3.26%

4.70%

1.96%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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5 Years

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Lazy Portfolios (2024)
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