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Lazy permanent portfolios built with ETFs
Period: 01 Jan 2023 - 31 Dec 2023 (12 months).
The best ETF Portfolio of 2023 is:
Cathie Wood Ark Tech Portfolio, with a +55.71% return.
The best Investment Theme of 2023 is:
Metaverse, with a +60.57% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
See Also
SPY vs. VOO: Which of Warren Buffett’s Two ETFs Is the Better Bet?How to Invest in ETFs - NerdWalletHow to build a diversified portfolio of ETFsHow few ETFs do you need to build the perfect portfolio?2023 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2023 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2023 RETURNS AND STATS
Period: 01 Jan 2023 - 31 Dec 2023
| ETF Portfolio | Author | Return▾ | Months Pos - Neg | |
|---|---|---|---|---|
| Ark Tech Portfolio | Cathie Wood | +55.71% | 7 - 5 | |
| Technology | +54.85% | 8 - 4 | ||
| US Stocks Quality | +30.89% | 8 - 4 | ||
| US Stocks ESG | +30.80% | 8 - 4 | ||
| Stocks/Bonds 60/40 2x Leveraged | +28.05% | 7 - 5 | ||
| Cape US Sector Value | Robert Shiller | +27.65% | 7 - 5 | |
| US Stocks | +26.05% | 8 - 4 | ||
| Warren Buffett Portfolio | Warren Buffett | +24.87% | 8 - 4 | |
| Dedalo Three | Dedalo Invest | +24.84% | 7 - 5 | |
| All Country World Stocks | +22.02% | 7 - 5 | ||
| Stocks/Bonds 80/20 | +21.92% | 8 - 4 | ||
| US Stocks Value | +21.75% | 7 - 5 | ||
| Dedalo Four | Dedalo Invest | +21.59% | 7 - 5 | |
| Edge Select Aggressive | Merrill Lynch | +21.48% | 7 - 5 | |
| Second Grader's Starter | Paul Farrell | +20.93% | 7 - 5 | |
| Simple Path to Wealth | JL Collins | +20.89% | 8 - 4 | |
| Stocks/Bonds 60/40 ESG | +20.65% | 8 - 4 | ||
| Stocks/Bonds 60/40 with Bitcoin | +20.55% | 7 - 5 | ||
| European Stocks | +20.21% | 7 - 5 | ||
| Shield Strategy | Aim Ways | +20.08% | 8 - 4 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | +19.47% | 7 - 5 | |
| Edge Select Moderately Aggressive | Merrill Lynch | +19.24% | 7 - 5 | |
| Dedalo Eleven | Dedalo Invest | +19.09% | 7 - 5 | |
| All Country World 80/20 | +19.08% | 7 - 5 | ||
| Three Funds | Bogleheads | +18.86% | 7 - 5 | |
| LifeStrategy Growth Fund | Vanguard | +18.86% | 7 - 5 | |
| Stocks/Bonds 40/60 2x Leveraged | +18.74% | 7 - 5 | ||
| Four Funds | Bogleheads | +18.65% | 7 - 5 | |
| Core Four | Rick Ferri | +18.34% | 7 - 5 | |
| Developed World ex-US Stocks | +17.94% | 7 - 5 | ||
| Robo Advisor 100 | Betterment | +17.92% | 7 - 5 | |
| Gold Pivot Ptf | Aim Ways | +17.87% | 9 - 3 | |
| Stocks/Bonds 60/40 | +17.79% | 7 - 5 | ||
| Mid-Twenties | Burton Malkiel | +17.14% | 7 - 5 | |
| Late Thirties to Early Forties | Burton Malkiel | +16.77% | 7 - 5 | |
| Golden Butterfly 2x Leveraged | +16.76% | 7 - 5 | ||
| Robo Advisor 90 | Betterment | +16.67% | 7 - 5 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +16.60% | 7 - 5 | |
| Perfect Portfolio | Ben Stein | +16.55% | 7 - 5 | |
| Stocks/Bonds 40/60 with Bitcoin | +16.42% | 7 - 5 | ||
| Edge Select Moderate | Merrill Lynch | +16.31% | 7 - 5 | |
| Andrew Tobias Portfolio | Andrew Tobias | +16.14% | 7 - 5 | |
| All Country World 60/40 | +16.14% | 7 - 5 | ||
| Developed World ex-US 80/20 | +16.11% | 7 - 5 | ||
| Long Term Portfolio | Ben Stein | +16.03% | 7 - 5 | |
| Mid-Fifties | Burton Malkiel | +15.87% | 7 - 5 | |
| Aim comfortable trip | Aim Ways | +15.78% | 7 - 5 | |
| No Brainer Portfolio | Bill Bernstein | +15.77% | 7 - 5 | |
| LifeStrategy Moderate Growth | Vanguard | +15.75% | 7 - 5 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +15.63% | 7 - 5 | |
| Simplified Permanent Portfolio 2x Leveraged | +15.62% | 8 - 4 | ||
| Robo Advisor 80 | Betterment | +15.58% | 7 - 5 | |
| Sheltered Sam 100/0 | Bill Bernstein | +15.58% | 6 - 6 | |
| Stocks/Bonds 40/60 ESG | +15.57% | 8 - 4 | ||
| In Saecula Saeculorum | Fulvio Marchese | +15.53% | 7 - 5 | |
| Margaritaville | Scott Burns | +15.17% | 7 - 5 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | +15.13% | 6 - 6 | |
| Gretchen Tai Portfolio | Gretchen Tai | +15.12% | 7 - 5 | |
| Golden Butterfly with Bitcoin | +14.80% | 7 - 5 | ||
| Simple and Cheap | Time Inc | +14.67% | 7 - 5 | |
| Couch Potato | Scott Burns | +14.66% | 7 - 5 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +14.46% | 8 - 4 | |
| Yale Endowment | David Swensen | +14.44% | 7 - 5 | |
| Talmud Portfolio | Roger Gibson | +14.42% | 7 - 5 | |
| Late Sixties and Beyond | Burton Malkiel | +14.40% | 7 - 5 | |
| Sheltered Sam 90/10 | Bill Bernstein | +14.39% | 7 - 5 | |
| Permanent Portfolio with Bitcoin | Harry Browne | +14.36% | 8 - 4 | |
| Developed World ex-US 60/40 | +14.28% | 7 - 5 | ||
| Lazy Portfolio | David Swensen | +14.13% | 7 - 5 | |
| Family Taxable Portfolio | Ted Aronson | +14.12% | 7 - 5 | |
| Developed World ex-US Stocks Momentum | +13.91% | 7 - 5 | ||
| Tilt Toward Value | Time Inc | +13.77% | 7 - 5 | |
| Edge Select Moderately Conservative | Merrill Lynch | +13.70% | 7 - 5 | |
| US Stocks Equal Weight | +13.70% | 6 - 6 | ||
| Stocks/Bonds 40/60 | +13.67% | 7 - 5 | ||
| Four Square | Scott Burns | +13.49% | 7 - 5 | |
| Gone Fishin' Portfolio | Alexander Green | +13.45% | 7 - 5 | |
| Pinwheel | +13.21% | 7 - 5 | ||
| Sheltered Sam 80/20 | Bill Bernstein | +13.20% | 7 - 5 | |
| All Country World 40/60 | +13.20% | 7 - 5 | ||
| Five Fold | Scott Burns | +13.15% | 7 - 5 | |
| Nano Portfolio | John Wasik | +12.98% | 7 - 5 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | +12.94% | 7 - 5 | |
| Marc Faber Portfolio | Marc Faber | +12.80% | 7 - 5 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | +12.72% | 7 - 5 | |
| Gold | +12.69% | 7 - 5 | ||
| LifeStrategy Conservative Growth | Vanguard | +12.64% | 7 - 5 | |
| Global Market Portfolio | Credit Suisse | +12.57% | 7 - 5 | |
| Robo Advisor 50 | Betterment | +12.47% | 7 - 5 | |
| Developed World ex-US 40/60 | +12.45% | 7 - 5 | ||
| One-Decision Portfolio | Marvin Appel | +12.43% | 7 - 5 | |
| Dynamic 60/40 Income | +12.28% | 6 - 6 | ||
| GAA Global Asset Allocation | Mebane Faber | +12.13% | 7 - 5 | |
| Sandwich Portfolio | Bob Clyatt | +12.05% | 7 - 5 | |
| Ideal Index | Frank Armstrong | +12.04% | 7 - 5 | |
| Sheltered Sam 70/30 | Bill Bernstein | +12.01% | 7 - 5 | |
| Golden Butterfly | Tyler | +11.98% | 7 - 5 | |
| Dynamic 40/60 Income | +11.97% | 7 - 5 | ||
| Lifepath Fund | iShares | +11.93% | 7 - 5 | |
| Aggressive Global Income | +11.91% | 6 - 6 | ||
| Developed World ex-US 60/40 Momentum | +11.86% | 7 - 5 | ||
| PISI Portfolio | Davide Pisicchio | +11.85% | 7 - 5 | |
| Coward's Portfolio | Bill Bernstein | +11.70% | 7 - 5 | |
| Coffeehouse | Bill Schultheis | +11.65% | 7 - 5 | |
| Desert Portfolio | Gyroscopic Investing | +11.64% | 7 - 5 | |
| Permanent Portfolio | Harry Browne | +11.55% | 7 - 5 | |
| Simple Money Portfolio | Tim Maurer | +11.54% | 7 - 5 | |
| Simplified Permanent Portfolio | +11.51% | 8 - 4 | ||
| Ulcer Free Strategy | Aim Ways | +11.49% | 8 - 4 | |
| High Yield Bonds Income | +11.21% | 7 - 5 | ||
| Big Rocks Portfolio | Larry Swedroe | +11.05% | 6 - 6 | |
| Weird Portfolio | Value Stock Geek | +10.94% | 7 - 5 | |
| Six Ways from Sunday | Scott Burns | +10.86% | 7 - 5 | |
| Developed World ex-US 40/60 Momentum | +10.84% | 7 - 5 | ||
| Sheltered Sam 60/40 | Bill Bernstein | +10.82% | 7 - 5 | |
| Ultimate Buy&Hold | FundAdvice | +10.81% | 7 - 5 | |
| Five Asset | Roger Gibson | +10.78% | 7 - 5 | |
| Ivy Portfolio | Mebane Faber | +10.72% | 7 - 5 | |
| Seven Value | Scott Burns | +10.67% | 7 - 5 | |
| Developed World ex-US 20/80 | +10.62% | 7 - 5 | ||
| US Stocks Minimum Volatility | +10.34% | 7 - 5 | ||
| All Country World 20/80 | +10.25% | 7 - 5 | ||
| All Weather Portfolio | Ray Dalio | +9.94% | 7 - 5 | |
| Sheltered Sam 50/50 | Bill Bernstein | +9.63% | 7 - 5 | |
| Stocks/Bonds 20/80 | +9.54% | 7 - 5 | ||
| LifeStrategy Income Fund | Vanguard | +9.53% | 7 - 5 | |
| Edge Select Conservative | Merrill Lynch | +9.20% | 7 - 5 | |
| US Stocks Momentum | +9.16% | 7 - 5 | ||
| Rob Arnott Portfolio | Rob Arnott | +9.08% | 7 - 5 | |
| Emerging Markets Stocks | +8.99% | 6 - 6 | ||
| Total Bond Developed World ex-US | +8.79% | 8 - 4 | ||
| 7Twelve Portfolio | Craig Israelsen | +8.77% | 7 - 5 | |
| Robust | Alpha Architect | +8.53% | 6 - 6 | |
| Sheltered Sam 40/60 | Bill Bernstein | +8.44% | 7 - 5 | |
| Stocks/Bonds 80/20 Momentum | +8.41% | 8 - 4 | ||
| Paul Boyer Portfolio | Paul Boyer | +7.92% | 6 - 6 | |
| Dimensional Retirement Income Fund | DFA | +7.92% | 7 - 5 | |
| Robo Advisor 20 | Betterment | +7.68% | 7 - 5 | |
| Stocks/Bonds 60/40 Momentum | +7.66% | 7 - 5 | ||
| All Country World Bonds | +7.31% | 7 - 5 | ||
| Sheltered Sam 30/70 | Bill Bernstein | +7.25% | 7 - 5 | |
| Larry Portfolio | Larry Swedroe | +6.94% | 7 - 5 | |
| Stocks/Bonds 40/60 Momentum | +6.91% | 7 - 5 | ||
| Eliminate Fat Tails | Larry Swedroe | +6.63% | 6 - 6 | |
| Stocks/Bonds 20/80 Momentum | +6.16% | 7 - 5 | ||
| Sheltered Sam 20/80 | Bill Bernstein | +6.07% | 7 - 5 | |
| Robo Advisor 10 | Betterment | +5.92% | 7 - 5 | |
| Conservative Income | Charles Schwab | +5.79% | 7 - 5 | |
| Total Bond US | +5.41% | 5 - 7 | ||
| US Cash | +4.94% | 12 - 0 | ||
| Sheltered Sam 10/90 | Bill Bernstein | +4.88% | 7 - 5 | |
| Robo Advisor 0 | Betterment | +4.15% | 8 - 4 | |
| Short Term Treasury | +3.97% | 8 - 4 | ||
| Sheltered Sam 0/100 | Bill Bernstein | +3.69% | 6 - 6 | |
| 10-year Treasury | +3.64% | 5 - 7 | ||
| US Inflation Protection | +3.27% | 6 - 6 |
Readings that may interest you
2023 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2023 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2023 RETURNS AND STATS
Period: 01 Jan 2023 - 31 Dec 2023
| ETF | Investment Theme | Return▾ | Months Pos - Neg |
|---|---|---|---|
| METV | Metaverse | +60.57% | 7 - 5 |
| XLK | Information Technology | +56.02% | 9 - 3 |
| QQQ | US Technology | +54.85% | 8 - 4 |
| ARGT | Argentina | +53.66% | 8 - 4 |
| XLC | Communication Services | +52.81% | 8 - 4 |
| EPOL | Poland | +50.79% | 7 - 5 |
| VUG | US Large Cap Growth | +46.83% | 8 - 4 |
| GREK | Greece | +42.73% | 9 - 3 |
| EWW | Mexico | +40.36% | 7 - 5 |
| XLY | Consumer Discretionary | +39.64% | 7 - 5 |
| BOTZ | Robotics and Artificial Intelligence | +38.97% | 7 - 5 |
| HACK | Cyber Security | +37.44% | 9 - 3 |
| EIRL | Ireland | +35.12% | 7 - 5 |
| FLLA | Latin America | +32.80% | 8 - 4 |
| EWZ | Brazil | +32.69% | 8 - 4 |
| EBIZ | Global E-Commerce | +30.88% | 6 - 6 |
| EWI | Italy | +30.66% | 7 - 5 |
| EWP | Spain | +30.29% | 8 - 4 |
| EWT | Taiwan | +29.20% | 7 - 5 |
| EGPT | Egypt | +27.04% | 6 - 6 |
| XT | Exponential Techonologies | +27.03% | 7 - 5 |
| SPY | US Large Cap Blend | +26.19% | 8 - 4 |
| VTI | US Total Stock Market | +26.05% | 8 - 4 |
| EPU | Peru | +25.35% | 7 - 5 |
| EWD | Sweden | +25.10% | 8 - 4 |
| GXG | Colombia | +24.94% | 8 - 4 |
| EWG | Germany | +23.36% | 7 - 5 |
| SNSR | Internet Of Things | +23.05% | 8 - 4 |
| EWN | Netherlands | +22.10% | 7 - 5 |
| VT | World All Countries | +22.02% | 7 - 5 |
| EWQ | France | +21.73% | 7 - 5 |
| BLCN | Blockchain | +21.10% | 6 - 6 |
| EWO | Austria | +20.64% | 7 - 5 |
| EWJ | Japan | +20.32% | 8 - 4 |
| VGK | Europe | +20.21% | 7 - 5 |
| EWY | South Korea | +19.06% | 7 - 5 |
| PAK | Pakistan | +18.49% | 8 - 4 |
| EFA | EAFE Stocks | +18.40% | 7 - 5 |
| XLI | Industrials | +18.13% | 6 - 6 |
| EDEN | Denmark | +17.99% | 8 - 4 |
| EWL | Switzerland | +17.70% | 7 - 5 |
| IJK | US Mid Cap Growth | +17.42% | 5 - 7 |
| INDA | India | +17.16% | 8 - 4 |
| IJT | US Small Cap Growth | +17.12% | 6 - 6 |
| IJH | US Mid Cap Blend | +16.42% | 5 - 7 |
| IJR | US Small Cap Blend | +16.07% | 5 - 7 |
| VPL | Pacific | +15.58% | 7 - 5 |
| CGW | Global Water | +15.51% | 6 - 6 |
| KSA | Saudi Arabia | +15.06% | 7 - 5 |
| VNM | Vietnam | +15.06% | 8 - 4 |
| EWC | Canada | +14.75% | 7 - 5 |
| IJS | US Small Cap Value | +14.69% | 5 - 7 |
| NGE | Nigeria | +14.55% | 6 - 6 |
| EWA | Australia | +13.86% | 7 - 5 |
| IFRA | US Infrastructure | +13.43% | 5 - 7 |
| GLD | Gold | +12.69% | 7 - 5 |
| XLB | Materials | +12.45% | 5 - 7 |
| EWU | United Kingdom | +12.42% | 6 - 6 |
| XLRE | Real Estate | +12.37% | 6 - 6 |
| XLF | Financials | +12.03% | 6 - 6 |
| VNQ | US REITs | +11.79% | 6 - 6 |
| HYG | High Yield Bonds | +11.00% | 8 - 4 |
| PGAL | Portugal | +10.32% | 8 - 4 |
| EMB | Emerg. Market Bonds | +10.22% | 7 - 5 |
| VOE | US Mid Cap Value | +9.86% | 6 - 6 |
| LQD | Invest. Grade Bonds | +9.40% | 7 - 5 |
| VTV | US Large Cap Value | +9.33% | 6 - 6 |
| EEM | Emerging Markets | +8.99% | 6 - 6 |
| ECH | Chile | +8.98% | 6 - 6 |
| BNDX | International Bonds | +8.79% | 8 - 4 |
| PFF | Preferred Stocks | +8.59% | 6 - 6 |
| IDRV | Self-Driving EV and Tech | +7.87% | 6 - 6 |
| EWK | Belgium | +7.47% | 7 - 5 |
| EWS | Singapore | +6.22% | 7 - 5 |
| IGF | Global Infrastructure | +6.17% | 7 - 5 |
| EMIF | Emerging Markets Infrastructure | +5.71% | 7 - 5 |
| EIS | Israel | +5.46% | 6 - 6 |
| BND | US Total Bond Market | +5.41% | 5 - 7 |
| NORW | Norway | +4.99% | 7 - 5 |
| BIL | US Cash | +4.94% | 12 - 0 |
| CPER | Copper | +4.55% | 6 - 6 |
| EMQQ | Emerging Markets E-Commerce | +3.63% | 5 - 7 |
| TIPS | +3.27% | 6 - 6 | |
| ENZL | New Zealand | +3.00% | 6 - 6 |
| UAE | United Arab Emirates | +2.90% | 7 - 5 |
| QAT | Qatar | +2.71% | 6 - 6 |
| EIDO | Indonesia | +2.58% | 7 - 5 |
| TLT | Long Term Treasuries | +2.51% | 6 - 6 |
| XLV | Healthcare | +2.06% | 6 - 6 |
| EZA | South Africa | +1.50% | 7 - 5 |
| EPHE | Philippines | +1.26% | 8 - 4 |
| XLE | Energy | -0.64% | 7 - 5 |
| XLP | Consumer Staples | -0.83% | 6 - 6 |
| SLV | Silver | -1.09% | 5 - 7 |
| BNO | Brent Oil | -3.43% | 5 - 7 |
| EWM | Malaysia | -3.60% | 6 - 6 |
| USO | WTI Crude Oil | -4.94% | 5 - 7 |
| DBC | Commodities | -6.23% | 4 - 8 |
| XLU | Utilities | -7.17% | 7 - 5 |
| IDNA | Genomics Immunology and Healthcare | -7.61% | 6 - 6 |
| PPLT | Platinum | -8.18% | 6 - 6 |
| TUR | Turkey | -8.66% | 5 - 7 |
| FXI | China | -12.35% | 4 - 8 |
| THD | Thailand | -12.62% | 5 - 7 |
| EWH | Hong Kong | -13.81% | 7 - 5 |
| ICLN | Global Clean Energy | -20.38% | 5 - 7 |
| PALL | Palladium | -38.77% | 5 - 7 |
| UNG | Natural Gas | -64.04% | 4 - 8 |
| Legend: Stocks Fixed Income Commodities |
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