If you need a regural income from your investments, you should look for stocks/bonds that give you periodic dividends/distributions.
If you invest in an ETF Portfolio, with low cost fees and very little maintenance needed, you can actually build your financial freedom path.
Choose your Lazy Portfolio, and implement it with ETFs.
Portfolios are ordered by their most recent Dividend Yield. Click on column header to sort table.
% Allocation |
Div.Yield (%) |
Ann. Returns (%) |
|||||||
---|---|---|---|---|---|---|---|---|---|
Portfolio | Stocks | Bonds | Comm. | 2024 | 2023 ▾ | 1Y | 5Y | 10Y | |
High Yield Bonds Income The Lazy Team |
0 | 100 | 0 | 4.64 | 5.80 | +11.92 | +1.70 | +3.30 | |
US Cash |
0 | 100 | 0 | 4.23 | 5.03 | +5.22 | +2.28 | +1.57 | |
Total Bond Developed World ex-US |
0 | 100 | 0 | 1.85 | 4.66 | +7.72 | +0.19 | +2.09 | |
Dynamic 40/60 Income The Lazy Team |
40 | 60 | 0 | 3.64 | 4.63 | +15.75 | +4.80 | +4.97 | |
Dynamic 60/40 Income The Lazy Team |
60 | 40 | 0 | 3.34 | 4.47 | +18.13 | +5.86 | +5.79 | |
Developed World ex-US 20/80 |
20 | 80 | 0 | 1.84 | 4.46 | +8.76 | +1.44 | +2.87 | |
Developed World ex-US 40/60 |
40 | 60 | 0 | 1.82 | 4.26 | +9.80 | +2.67 | +3.59 | |
Aggressive Global Income The Lazy Team |
80 | 20 | 0 | 3.04 | 4.22 | +21.39 | +6.86 | +6.29 | |
Developed World ex-US 60/40 |
60 | 40 | 0 | 1.81 | 4.05 | +10.83 | +3.88 | +4.26 | |
All Country World Bonds |
0 | 100 | 0 | 2.75 | 4.00 | +8.02 | +0.14 | +1.88 | |
Conservative Income Charles Schwab |
5 | 95 | 0 | 3.20 | 3.92 | +7.55 | +1.52 | +2.14 | |
Developed World ex-US 80/20 |
80 | 20 | 0 | 1.79 | 3.85 | +11.85 | +5.07 | +4.89 | |
Rob Arnott Portfolio Rob Arnott |
30 | 60 | 10 | 2.14 | 3.83 | +11.52 | +3.79 | +4.13 | |
Developed World ex-US 40/60 Momentum |
40 | 60 | 0 | 1.64 | 3.82 | +12.64 | +3.42 | +3.93 | |
Edge Select Conservative Merrill Lynch |
21 | 79 | 0 | 2.87 | 3.77 | +11.00 | +3.43 | +3.68 | |
One-Decision Portfolio Marvin Appel |
50 | 50 | 0 | 2.80 | 3.73 | +17.96 | +6.34 | +6.09 | |
European Stocks |
100 | 0 | 0 | 2.38 | 3.70 | +10.40 | +6.51 | +5.12 | |
All Country World 20/80 |
20 | 80 | 0 | 2.43 | 3.70 | +11.65 | +2.45 | +3.48 | |
Developed World ex-US Stocks |
100 | 0 | 0 | 1.77 | 3.65 | +12.87 | +6.25 | +5.46 | |
Dimensional Retirement Income Fund DFA |
20.4 | 79.6 | 0 | 2.60 | 3.64 | +9.95 | +4.30 | +3.77 | |
Five Asset Roger Gibson |
60 | 20 | 20 | 1.54 | 3.58 | +15.42 | +7.72 | +6.05 | |
Global Market Portfolio Credit Suisse |
45 | 55 | 0 | 2.19 | 3.52 | +14.92 | +3.91 | +4.96 | |
Five Fold Scott Burns |
60 | 40 | 0 | 1.82 | 3.46 | +17.30 | +5.87 | +5.87 | |
Six Ways from Sunday Scott Burns |
66.7 | 33.3 | 0 | 1.89 | 3.46 | +17.33 | +8.75 | +6.62 | |
LifeStrategy Income Fund Vanguard |
20 | 80 | 0 | 2.34 | 3.43 | +10.87 | +2.39 | +3.38 | |
All Country World 40/60 |
40 | 60 | 0 | 2.11 | 3.40 | +15.28 | +4.72 | +5.03 | |
Developed World ex-US 60/40 Momentum |
60 | 40 | 0 | 1.53 | 3.40 | +15.10 | +5.00 | +4.76 | |
Eliminate Fat Tails Larry Swedroe |
30 | 70 | 0 | 2.48 | 3.39 | +10.53 | +3.64 | +3.39 | |
Late Sixties and Beyond Burton Malkiel |
71 | 29 | 0 | 2.17 | 3.36 | +19.91 | +7.32 | +7.07 | |
Seven Value Scott Burns |
71.5 | 28.5 | 0 | 1.85 | 3.34 | +19.18 | +9.23 | +7.23 | |
Robo Advisor 50 Value Tilt Betterment |
49.9 | 50.1 | 0 | 1.96 | 3.32 | +15.86 | +5.10 | +5.31 | |
Four Square Scott Burns |
50 | 50 | 0 | 1.61 | 3.25 | +15.44 | +5.87 | +5.65 | |
LifeStrategy Conservative Growth Vanguard |
40 | 60 | 0 | 2.04 | 3.22 | +14.68 | +4.72 | +5.04 | |
Edge Select Moderately Conservative Merrill Lynch |
37 | 63 | 0 | 2.33 | 3.22 | +14.91 | +5.21 | +5.33 | |
Total Bond US |
0 | 100 | 0 | 2.97 | 3.20 | +6.78 | -0.05 | +1.49 | |
Robo Advisor 20 Value Tilt Betterment |
19.9 | 80.1 | 0 | 2.64 | 3.18 | +9.47 | +2.77 | +2.99 | |
GAA Global Asset Allocation Mebane Faber |
40.5 | 49.5 | 10 | 2.01 | 3.16 | +15.06 | +4.79 | +5.05 | |
Simple and Cheap Time Money Inc |
60 | 40 | 0 | 1.92 | 3.15 | +18.34 | +6.45 | +6.35 | |
Mid-Fifties Burton Malkiel |
80 | 20 | 0 | 1.86 | 3.12 | +21.06 | +7.97 | +7.50 | |
Long Term Portfolio Ben Stein |
80 | 20 | 0 | 1.92 | 3.11 | +20.49 | +8.32 | +7.29 | |
Nano Portfolio John Wasik |
60 | 40 | 0 | 2.08 | 3.11 | +16.86 | +5.84 | +5.75 | |
All Country World 60/40 |
60 | 40 | 0 | 1.80 | 3.10 | +18.92 | +6.96 | +6.54 | |
Talmud Portfolio Roger Gibson |
66.7 | 33.3 | 0 | 2.17 | 3.10 | +22.04 | +7.04 | +7.08 | |
Gretchen Tai Portfolio Gretchen Tai |
70 | 30 | 0 | 1.88 | 3.10 | +17.94 | +6.62 | +6.35 | |
Perfect Portfolio Ben Stein |
80 | 20 | 0 | 1.83 | 3.09 | +20.41 | +9.68 | +7.91 | |
Tilt Toward Value Time Money Inc |
60 | 40 | 0 | 1.94 | 3.08 | +18.93 | +6.53 | +6.46 | |
Robo Advisor 10 Value Tilt Betterment |
9.9 | 90.1 | 0 | 2.89 | 3.07 | +7.18 | +2.01 | +2.14 | |
Short Term Treasury |
0 | 100 | 0 | 3.23 | 3.06 | +4.80 | +1.20 | +1.19 | |
Ultimate Buy and Hold Strategy Paul Merriman |
100 | 0 | 0 | 1.71 | 3.05 | +21.61 | +7.74 | +7.45 | |
Ideal Index Frank Armstrong |
70 | 30 | 0 | 2.02 | 3.01 | +17.46 | +6.55 | +6.01 | |
LifeStrategy Moderate Growth Vanguard |
60 | 40 | 0 | 1.75 | 3.01 | +18.50 | +7.02 | +6.66 | |
10-year Treasury |
0 | 100 | 0 | 2.89 | 2.97 | +5.50 | -1.20 | +0.88 | |
Late Thirties to Early Forties Burton Malkiel |
85 | 15 | 0 | 1.67 | 2.96 | +21.68 | +8.51 | +7.80 | |
Robo Advisor 0 Betterment |
0 | 100 | 0 | 3.14 | 2.96 | +4.94 | +1.22 | +1.27 | |
Ultimate Buy&Hold FundAdvice |
60 | 40 | 0 | 2.21 | 2.95 | +15.05 | +5.04 | +5.10 | |
Sheltered Sam 0/100 Bill Bernstein |
0 | 100 | 0 | 2.80 | 2.95 | +5.25 | +1.47 | +1.53 | |
Gone Fishin' Portfolio Alexander Green |
65 | 30 | 5 | 1.86 | 2.93 | +18.50 | +6.75 | +6.39 | |
Mid-Twenties Burton Malkiel |
87 | 13 | 0 | 1.61 | 2.93 | +21.83 | +8.60 | +7.81 | |
Edge Select Moderate Merrill Lynch |
53 | 47 | 0 | 2.07 | 2.93 | +17.93 | +7.06 | +6.66 | |
Stocks/Bonds 20/80 |
20 | 80 | 0 | 2.56 | 2.92 | +12.30 | +3.11 | +3.86 | |
Sheltered Sam 10/90 Bill Bernstein |
9.7 | 90 | 0.3 | 2.67 | 2.92 | +7.34 | +2.40 | +2.34 | |
Lazy Portfolio David Swensen |
70 | 30 | 0 | 1.77 | 2.89 | +19.59 | +7.15 | +6.71 | |
Sheltered Sam 20/80 Bill Bernstein |
19.4 | 80 | 0.6 | 2.54 | 2.88 | +9.43 | +3.33 | +3.14 | |
Big Rocks Portfolio Larry Swedroe |
60 | 40 | 0 | 2.24 | 2.88 | +17.12 | +6.27 | +5.82 | |
Robo Advisor 80 Value Tilt Betterment |
80 | 20 | 0 | 1.52 | 2.87 | +20.83 | +8.10 | +7.40 | |
Yale Endowment David Swensen |
70 | 30 | 0 | 1.81 | 2.87 | +19.47 | +7.21 | +6.78 | |
Lifepath Fund iShares |
40.4 | 59.6 | 0 | 2.16 | 2.86 | +14.85 | +5.02 | +5.16 | |
Ulcer Free Strategy Aim Ways |
11 | 77 | 12 | 1.67 | 2.86 | +14.67 | +5.55 | +5.60 | |
Stocks/Bonds 20/80 Momentum |
20 | 80 | 0 | 2.45 | 2.85 | +14.39 | +2.72 | +4.01 | |
Sheltered Sam 30/70 Bill Bernstein |
29.1 | 70 | 0.9 | 2.41 | 2.85 | +11.53 | +4.24 | +3.94 | |
Coffeehouse Bill Schultheis |
60 | 40 | 0 | 2.07 | 2.84 | +19.24 | +6.17 | +6.26 | |
Sheltered Sam 40/60 Bill Bernstein |
38.8 | 60 | 1.2 | 2.27 | 2.82 | +13.64 | +5.15 | +4.72 | |
Emerging Markets Stocks |
100 | 0 | 0 | 0.67 | 2.81 | +12.19 | +2.64 | +2.63 | |
All Country World 80/20 |
80 | 20 | 0 | 1.48 | 2.81 | +22.56 | +9.18 | +8.00 | |
Jane Bryant Quinn Portfolio Jane Bryant Quinn |
70 | 30 | 0 | 1.79 | 2.80 | +20.78 | +8.20 | +7.54 | |
LifeStrategy Growth Fund Vanguard |
80 | 20 | 0 | 1.46 | 2.79 | +22.32 | +9.28 | +8.24 | |
US Inflation Protection |
0 | 100 | 0 | 2.15 | 2.79 | +5.94 | +1.75 | +1.97 | |
Sheltered Sam 50/50 Bill Bernstein |
48.5 | 50 | 1.5 | 2.14 | 2.78 | +15.76 | +6.04 | +5.49 | |
Simple Money Portfolio Tim Maurer |
60 | 40 | 0 | 2.02 | 2.78 | +15.36 | +5.40 | +5.42 | |
Margaritaville Scott Burns |
67 | 33 | 0 | 1.53 | 2.77 | +18.19 | +7.79 | +6.81 | |
Aim comfortable trip Aim Ways |
40 | 45 | 15 | 1.58 | 2.77 | +17.52 | +7.28 | +6.50 | |
Andrew Tobias Portfolio Andrew Tobias |
66.7 | 33.3 | 0 | 1.97 | 2.77 | +17.20 | +7.68 | +6.60 | |
Core Four Rick Ferri |
80 | 20 | 0 | 1.61 | 2.75 | +23.15 | +9.26 | +8.33 | |
Sheltered Sam 60/40 Bill Bernstein |
58.2 | 40 | 1.8 | 2.01 | 2.75 | +17.89 | +6.93 | +6.25 | |
Pinwheel Tyler |
65 | 25 | 10 | 1.79 | 2.74 | +19.25 | +7.07 | +6.30 | |
Robo Advisor 90 Value Tilt Betterment |
90.1 | 9.9 | 0 | 1.38 | 2.72 | +22.57 | +9.14 | +8.10 | |
Sheltered Sam 70/30 Bill Bernstein |
67.9 | 30 | 2.1 | 1.88 | 2.72 | +20.03 | +7.81 | +7.00 | |
Family Taxable Portfolio Ted Aronson |
70 | 30 | 0 | 1.65 | 2.71 | +19.04 | +6.59 | +6.65 | |
Coward's Portfolio Bill Bernstein |
60 | 40 | 0 | 2.11 | 2.71 | +17.59 | +6.85 | +6.22 | |
Edge Select Moderately Aggressive Merrill Lynch |
69 | 31 | 0 | 1.72 | 2.71 | +21.01 | +9.00 | +8.03 | |
Dedalo Eleven Dedalo Invest |
80 | 20 | 0 | 1.43 | 2.70 | +23.29 | +9.60 | +8.55 | |
Sheltered Sam 80/20 Bill Bernstein |
77.6 | 20 | 2.4 | 1.75 | 2.68 | +22.18 | +8.68 | +7.74 | |
Three Funds Bogleheads |
80 | 20 | 0 | 1.51 | 2.67 | +22.68 | +9.45 | +8.36 | |
Sheltered Sam 90/10 Bill Bernstein |
87.3 | 10 | 2.7 | 1.62 | 2.65 | +24.33 | +9.54 | +8.48 | |
Stocks/Bonds 40/60 |
40 | 60 | 0 | 2.14 | 2.64 | +17.83 | +6.21 | +6.18 | |
Four Funds Bogleheads |
80 | 20 | 0 | 1.43 | 2.63 | +22.60 | +9.63 | +8.40 | |
Sheltered Sam 100/0 Bill Bernstein |
97 | 0 | 3 | 1.49 | 2.62 | +26.49 | +10.40 | +9.20 | |
Ivy Portfolio Mebane Faber |
60 | 20 | 20 | 1.61 | 2.61 | +16.44 | +7.42 | +5.48 | |
Sandwich Portfolio Bob Clyatt |
55 | 45 | 0 | 1.89 | 2.61 | +15.69 | +5.55 | +5.62 | |
Odd-Stats Strategy Aim Ways |
47 | 43 | 10 | 1.52 | 2.60 | +19.44 | +8.24 | +8.11 | |
All Weather Portfolio Ray Dalio |
30 | 55 | 15 | 1.97 | 2.60 | +15.85 | +4.46 | +5.11 | |
Stocks/Bonds 40/60 with Bitcoin |
39 | 59 | 2 | 2.11 | 2.59 | +20.54 | +8.12 | +9.80 | |
Permanent Portfolio Harry Browne |
25 | 50 | 25 | 2.10 | 2.56 | +19.17 | +6.45 | +5.92 | |
Permanent Portfolio with Bitcoin Harry Browne |
25 | 50 | 25 | 2.10 | 2.56 | +21.70 | +8.26 | +9.50 | |
Developed World ex-US Stocks Momentum |
100 | 0 | 0 | 1.31 | 2.56 | +20.03 | +8.09 | +6.25 | |
All Weather Portfolio with Bitcoin Ray Dalio |
30 | 55 | 15 | 1.97 | 2.56 | +18.70 | +6.23 | +8.69 | |
Dedalo Four Dedalo Invest |
80 | 20 | 0 | 1.16 | 2.55 | +27.02 | +11.33 | +9.95 | |
Second Grader's Starter Paul Farrell |
90 | 10 | 0 | 1.30 | 2.53 | +25.45 | +10.95 | +9.46 | |
No Brainer Portfolio Bill Bernstein |
75 | 25 | 0 | 1.66 | 2.53 | +21.25 | +8.60 | +7.62 | |
Gold Pivot Ptf Aim Ways |
22 | 44 | 34 | 1.35 | 2.52 | +21.11 | +9.11 | +7.81 | |
Weird Portfolio Value Stock Geek |
60 | 20 | 20 | 1.70 | 2.52 | +21.02 | +5.55 | +6.19 | |
Robo Advisor 100 Value Tilt Betterment |
100 | 0 | 0 | 1.23 | 2.51 | +24.15 | +10.04 | +8.68 | |
Marc Faber Portfolio Marc Faber |
50 | 25 | 25 | 1.68 | 2.51 | +21.49 | +7.44 | +6.59 | |
All Country World Stocks |
100 | 0 | 0 | 1.16 | 2.51 | +26.21 | +11.37 | +9.43 | |
Stocks/Bonds 40/60 Momentum |
40 | 60 | 0 | 1.93 | 2.50 | +22.04 | +5.41 | +6.47 | |
Edge Select Aggressive Merrill Lynch |
84 | 16 | 0 | 1.37 | 2.48 | +23.68 | +10.58 | +9.14 | |
Stocks/Bonds 40/60 ESG |
40 | 60 | 0 | 2.06 | 2.46 | +17.87 | +6.37 | +5.53 | |
PISI Portfolio Davide Pisicchio |
30 | 60 | 10 | 2.08 | 2.45 | +16.99 | +5.40 | +5.53 | |
Larry Portfolio Larry Swedroe |
30 | 70 | 0 | 2.28 | 2.45 | +9.86 | +2.18 | +2.96 | |
Stocks/Bonds 60/40 |
60 | 40 | 0 | 1.73 | 2.36 | +23.36 | +9.25 | +8.45 | |
In Saecula Saeculorum Fulvio Marchese |
45 | 45 | 10 | 1.85 | 2.35 | +21.41 | +8.23 | +7.47 | |
Robust Alpha Architect |
70 | 20 | 10 | 1.55 | 2.35 | +23.82 | +8.20 | +7.49 | |
7Twelve Portfolio Craig Israelsen |
50 | 33.3 | 16.7 | 1.69 | 2.33 | +14.46 | +6.48 | +4.79 | |
Stocks/Bonds 60/40 with Bitcoin |
59 | 39 | 2 | 1.69 | 2.31 | +26.08 | +11.14 | +12.03 | |
Couch Potato Scott Burns |
50 | 50 | 0 | 1.53 | 2.30 | +20.17 | +8.62 | +7.54 | |
Stocks/Bonds 40/60 2x Leveraged |
40 | 60 | 0 | 1.73 | 2.16 | +28.83 | +6.46 | +8.18 | |
Paul Boyer Portfolio Paul Boyer |
25 | 50 | 25 | 1.83 | 2.16 | +16.06 | +3.95 | +4.21 | |
Stocks/Bonds 60/40 Momentum |
60 | 40 | 0 | 1.41 | 2.16 | +29.72 | +8.04 | +8.87 | |
Simple Path to Wealth JL Collins |
75 | 25 | 0 | 1.43 | 2.15 | +27.52 | +11.49 | +10.12 | |
Stocks/Bonds 60/40 ESG |
60 | 40 | 0 | 1.62 | 2.14 | +23.45 | +9.54 | +7.53 | |
Desert Portfolio 2x Leveraged Gyroscopic Investing |
30 | 60 | 10 | 1.68 | 2.13 | +27.87 | +5.85 | +7.18 | |
US Stocks Value |
100 | 0 | 0 | 1.44 | 2.11 | +27.51 | +12.71 | +10.74 | |
Stocks/Bonds 80/20 |
80 | 20 | 0 | 1.32 | 2.08 | +28.90 | +12.23 | +10.67 | |
Cockroach Portfolio Tony Dong |
60 | 20 | 20 | 1.57 | 2.04 | +21.54 | +8.05 | +7.49 | |
Dedalo Three Dedalo Invest |
100 | 0 | 0 | 0.99 | 2.01 | +31.98 | +14.03 | +11.83 | |
Desert Portfolio with Bitcoin Gyroscopic Investing |
30 | 60 | 10 | 1.83 | 2.00 | +18.87 | +7.94 | +9.20 | |
Desert Portfolio Gyroscopic Investing |
30 | 60 | 10 | 1.83 | 2.00 | +16.35 | +6.11 | +5.56 | |
US Stocks Minimum Volatility |
100 | 0 | 0 | 1.13 | 1.98 | +26.08 | +9.76 | +10.88 | |
Golden Butterfly Tyler |
40 | 40 | 20 | 1.72 | 1.98 | +21.28 | +7.02 | +6.55 | |
Golden Butterfly with Bitcoin Tyler |
40 | 40 | 20 | 1.72 | 1.98 | +23.81 | +8.84 | +10.14 | |
All Weather Portfolio 2x Leveraged Ray Dalio |
37.5 | 55 | 7.5 | 1.81 | 1.97 | +28.41 | +5.83 | +7.29 | |
Shield Strategy Aim Ways |
42 | 38 | 20 | 1.50 | 1.94 | +22.41 | +10.19 | +8.91 | |
Simplified Permanent Portfolio The Lazy Team |
25 | 50 | 25 | 1.67 | 1.94 | +18.95 | +6.47 | +5.88 | |
Warren Buffett Portfolio Warren Buffett |
90 | 10 | 0 | 1.13 | 1.91 | +31.23 | +14.39 | +12.15 | |
US Stocks Equal Weight |
100 | 0 | 0 | 1.09 | 1.84 | +28.55 | +12.62 | +10.75 | |
Stocks/Bonds 80/20 Momentum |
80 | 20 | 0 | 0.89 | 1.81 | +37.42 | +10.60 | +11.22 | |
US Stocks |
100 | 0 | 0 | 0.91 | 1.80 | +34.45 | +15.16 | +12.85 | |
Simplified Permanent Portfolio 2x Leveraged The Lazy Team |
25 | 50 | 25 | 1.40 | 1.78 | +32.37 | +7.82 | +7.83 | |
Talmud Portfolio 2x Leveraged Roger Gibson |
66.7 | 33.3 | 0 | 1.41 | 1.72 | +36.99 | +6.81 | +9.16 | |
Golden Butterfly 2x Leveraged Tyler |
40 | 40 | 20 | 1.26 | 1.63 | +37.13 | +8.39 | +8.85 | |
US Stocks Quality |
100 | 0 | 0 | 0.68 | 1.59 | +32.81 | +15.06 | +13.27 | |
Stocks/Bonds 60/40 2x Leveraged |
60 | 40 | 0 | 1.34 | 1.53 | +40.85 | +12.20 | +12.45 | |
US Stocks ESG |
100 | 0 | 0 | 0.75 | 1.51 | +34.63 | +15.59 | +11.26 | |
US Stocks Momentum |
100 | 0 | 0 | 0.37 | 1.46 | +45.16 | +13.10 | +13.52 | |
Cape US Sector Value Robert Shiller |
100 | 0 | 0 | 0.73 | 1.05 | +28.52 | +15.44 | +14.30 | |
Technology |
100 | 0 | 0 | 0.39 | 0.95 | +32.00 | +20.72 | +17.94 | |
Ark Tech Portfolio Cathie Wood |
100 | 0 | 0 | 0.00 | 0.29 | +32.12 | +9.21 | +13.67 | |
Gold |
0 | 0 | 100 | 0.00 | 0.00 | +30.11 | +12.24 | +8.16 |
Annual Returns are calculated assuming the reinvestment of dividends. They are also calculated on the hypothesis of a yearly rebalancing of the portfolios (at the beginning of the year)
Returns refer to investiments in US Dollars.
If you need a deeper analysis, not only focused on dividend yield, visit the Lazy Portfolio ETF Homepage.