Lazy ETF Portfolios

Simple and passive portfolios with fixed allocations for long-term investors.

Passive investing

Choosing a passive ETF portfolio

A man checking his stock portfolio on a tablet computer.

A lazy portfolio is a fixed allocation of assets, usually comprising of a number of diversified ETFs, that requires minimal oversight or maintenance, making it perfect for long-term passive investors.

Pick any of the lazy portfolios below based on your individual needs. What are your goals? What's your investment time horizon? What's your risk tolerance? Some portfolios are more globally diversified than others. Some offer higher returns than others, although that usually means higher risk (aka volatility).

Ready-made Lazy portfolios take the guesswork out of investing. No need to do any stock picking yourself. They also require little time to manage. Most Lazy portfolios only need to be rebalanced once a year, in order to reset the ETF allocation to its original weights.

While lazy portfolios have their own advantages, they also have their weaknesses. To attain respectable returns, a good portion of the portfolio will have to be invested in equities. When markets go down, inevitably so will your portfolio. If you're looking for more active protection against downturns, have a look at dynamic ETF portfolios.

List of Lazy ETF Portfolios

Portfolio Name
Annual Return
Enhanced Annual Return
Max Drawdown
Gain to pain ratio
Ulcer index
Recovery factor
Annual Volatility
Sharpe ratio
Sortino ratio
Adjusted sortino ratio
Annual transactions
Annual turnover
Start Year
YTD
MTD
7.17%
-51.42%
4.81%
1.46
2
0.00
1871
9.63%
6.27%
-33.55%
4.06%
1.51
4
0.00
1871
3.04%
6.65%
-27.59%
4.81%
1.37
4
0.00
1926
2.36%
7.17%
-31.81%
3.60%
1.95
3
0.00
1926
4.26%
7.67%
-20.00%
8.13%
0.95
5
0.00
1998
6.78%
Previous
Next
Results 1 - 5 of 5

Last updated on October 27, 2021. Returns are exclusive of transaction fees and taxes.