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
Start Year
Annual Return
Enhanced Annual Return
Cumulative Return
1D Return
MTD
3M Return
6M Return
YTD
Annual Return (1Y)
Annual Return (3Y)
Annual Return (5Y)
Annual Return (10Y)
Annual Return (20Y)
Best Return (daily)
Worst Return (daily)
Best Return (monthly)
Worst Return (monthly)
Best Return (yearly)
Worst Return (yearly)
Win Ratio (daily)
Win Ratio (monthly)
Win Ratio (quarterly)
Win Ratio (yearly)
Annual Volatility
Annual Volatility (1Y)
Annual Volatility (3Y)
Annual Volatility (5Y)
Annual Volatility (10Y)
Annual Volatility (20Y)
Max Drawdown
Max Drawdown (1Y)
Max Drawdown (3Y)
Max Drawdown (5Y)
Max Drawdown (10Y)
Max Drawdown (20Y)
Longest drawdown in days
Average days of a major drawdown
Recovery factor
Recovery Speed (3Y)
Recovery Speed (5Y)
Recovery Speed (10Y)
Recovery Speed (20Y)
Sharpe Ratio
Sharpe Ratio (1Y)
Sharpe Ratio (3Y)
Sharpe Ratio (5Y)
Sharpe Ratio (10Y)
Sharpe Ratio (20Y)
Sortino ratio
Adjusted sortino ratio
Calmar ratio
Omega ratio
Information ratio
Gain-to-Pain Ratio
Gain-to-Pain Ratio (1Y)
Gain-to-Pain Ratio (3Y)
Gain-to-Pain Ratio (5Y)
Gain-to-Pain Ratio (10Y)
Gain-to-Pain Ratio (20Y)
Winckel Ratio
Ulcer index
Kelly criterion
Skew
Kurtosis
Annual transactions
Annual turnover
1871
7.11%
-7.76%
4.90%
-50.83%
1.40
2
0.00
1871
6.19%
-12.38%
4.13%
-33.71%
1.44
4
0.00
1926
6.54%
-8.36%
4.83%
-29.62%
1.32
4
0.00
1926
7.07%
-7.25%
3.71%
-32.69%
1.84
3
0.00
1998
7.13%
-8.02%
8.20%
-20.00%
0.88
5
0.00
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Last updated on August 16, 2022. Returns are exclusive of transaction fees and taxes.