Compare Performance of Lazy Portfolios

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 week. 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 16 days ago (2017-08-08)


Two Fund Portfolio
Get exposure to US companies, international companies and bonds with 2 funds5.95%
Avg. Annual Return 2011 - Present

10.65%
Return in 2017 so far
Three Fund Portfolio
Like the Two Fund Portfolio but with even more diversity of US & international companies6.95%
Avg. Annual Return 2011 - Present

9.71%
Return in 2017 so far
Core-Four Portfolio
Like the Three Fund Portfolio but with exposure to real estate through REITs6.53%
Avg. Annual Return 2011 - Present

9.57%
Return in 2017 so far
Yale Portfolio
A portfolio by David Swensen, manager of Yale University's endowment fund7.54%
Avg. Annual Return 2011 - Present

7.77%
Return in 2017 so far
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%


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