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What Is Lazy Portfolio?

Enter your ETFs or mutual funds with percentages to create a lazy portfolio. It does

  • 1). back testing to see how the portfolio has performed in the past: annualized returns, standard deviation, Sharpe ratio and more.
  • 2). ongoing rebalance at the time interval you set up such as monthly, quarterly or annually.
Edit Lazy Portfolio
Create Lazy Portfolio
Input Portfolio Holdings:
Example:simply type the following text (one holding per line)

Asset1   SPY   20.5%
Asset1   IYR   39.5%
Bonds   AGG   40%

The percentages should sum up to 100%
Input the back-testing simulation start date: (the earliest available date is )
Input an initial amount for the portfolio:
Specify re-balance frequency:

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

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