Lazy Portfolios
Long-term model portflios
Famous investment gurus like Warren Buffett, David Swensen and Willaim Bernstein have proposed model portfolios that invest in ultra-low cost index ETFs or mutual funds. These funds represent major investment asset classes such as US stocks, Foreign stocks and bonds.
The portfolios are ‘lazy’ as they are meant to be essentially buy and hold for a long term, only rebalanced regularly like annually.
The following is the list of guru proposed lazy portfolios. Click on them to reveal their holdings and historical returns and many portfolio statistics.
Bogleheads, a site devoted to buy and hold of index funds, has some wonderful detailed descriptions on some of the lazy portfolios listed here.
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
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Lazy Portfolio Latest Performance
**YTD: Year to Date
Model portfolios for brokerage investors
- Model portfolios for major brokerages
- Retirement IRAs or solo 401(k)
- Taxable brokerage investment accounts
- ETFs or no-load no-transaction fee mutual funds
Model portfolios for income investors
- Model portfolios for major brokerages
- Based on excellent total return bond mutual fund
- Based on total return bond ETFs
- Outperformed even best bond mutual funds for past decade
Advanced Portfolios
- Global tactical allocation portfolios
- Factor, style, sector and Fidelity select fund rotation portfolios
- Various timing and seasonality portfolios
- Tools for asset trends, correlation, smart fund manager …
ETFs & Mutual Funds
- Historical total returns & risk data
- Dividend histories and up to date dividend data
- Charts and tables for comparison
- Risk managed ETF or mutual fund clones
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Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Retirement Calculator
See how much you can save for retirement.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
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