These 60% stock / 40% bond Lazy Portfolios are built to perform well under most market conditions. They contain only a few number of funds, making them easy to rebalance yourself. You can adjust the % of stocks vs. bonds based on your risk appetite. Performance includes dividends and is updated automatically once a day. Once you have decided on a lazy portfolio you will need a stock broker to purchase your ETFs. If you do not want to rebalance yourself, consider a robo-advisor.
Last Updated over 2 years ago (2021-01-25)
Two Fund PortfolioGet exposure to US companies, international companies and bonds with 2 funds5.23%Avg. Annual Return 2013 - Present 0% Return in 2023 so far | Three Fund PortfolioLike the Two Fund Portfolio but with even more diversity of US & international companies5.89%Avg. Annual Return 2013 - Present 0% Return in 2023 so far | Core-Four PortfolioLike the Three Fund Portfolio but with exposure to real estate through REITs5.29%Avg. Annual Return 2013 - Present 0% Return in 2023 so far | Yale PortfolioA portfolio by David Swensen, manager of Yale University's endowment fund4.68%Avg. Annual Return 2013 - Present 0% Return in 2023 so far |
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Ticker% of Portfolio VT60.0% BND40.0% | Ticker% of Portfolio VTI40.0% BND40.0% VXUS20.0% | Ticker% of Portfolio BND40.0% VTI30.0% VXUS24.0% VNQ6.0% | Ticker% of Portfolio VTI26.0% VIPSX20.0% VUSTX20.0% VNQ16.0% VEA13.0% VWO5.0% |