Period: 01 Jan 2007 - 31 Dec 2007 (12 months).
The best ETF Portfolio of 2007 is:
Emerging Markets Stocks Portfolio, with a +33.31% return.
The best Investment Theme of 2007 is:
Brazil, with a +74.76% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2007 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2007 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2007 RETURNS AND STATS
Period: 01 Jan 2007 - 31 Dec 2007
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| Emerging Markets Stocks | +33.31% | 9 - 3 | ||
| Gold | +30.45% | 8 - 4 | ||
| Technology | +19.02% | 8 - 4 | ||
| US Stocks Momentum | +17.64% | 7 - 5 | ||
| Paul Boyer Portfolio | Paul Boyer | +16.13% | 10 - 2 | |
| Stocks/Bonds 80/20 Momentum | +15.50% | 7 - 5 | ||
| Gold Pivot Ptf | Aim Ways | +15.46% | 8 - 4 | |
| Simplified Permanent Portfolio | The Lazy Team | +14.14% | 9 - 3 | |
| Stocks/Bonds 60/40 Momentum | +13.35% | 8 - 4 | ||
| European Stocks | +13.24% | 7 - 5 | ||
| Shield Strategy | Aim Ways | +12.84% | 8 - 4 | |
| Permanent Portfolio | Harry Browne | +12.69% | 8 - 4 | |
| All Country World Stocks | +12.23% | 7 - 5 | ||
| US Inflation Protection | +11.92% | 10 - 2 | ||
| All Weather Portfolio | Ray Dalio | +11.88% | 9 - 3 | |
| 7Twelve Portfolio | Craig Israelsen | +11.31% | 9 - 3 | |
| Stocks/Bonds 40/60 Momentum | +11.21% | 9 - 3 | ||
| Developed World ex-US Stocks | +11.15% | 7 - 5 | ||
| All Country World 80/20 | +10.99% | 7 - 5 | ||
| Margaritaville | Scott Burns | +10.88% | 8 - 4 | |
| Eliminate Fat Tails | Larry Swedroe | +10.73% | 10 - 2 | |
| Edge Select Aggressive | Merrill Lynch | +10.67% | 7 - 5 | |
| Desert Portfolio | Gyroscopic Investing | +10.64% | 11 - 1 | |
| Ulcer Free Strategy | Aim Ways | +10.42% | 8 - 4 | |
| 10-year Treasury | +10.37% | 8 - 4 | ||
| PISI Portfolio | Davide Pisicchio | +10.22% | 11 - 1 | |
| Perfect Portfolio | Ben Stein | +10.08% | 7 - 5 | |
| Developed World ex-US 80/20 | +9.92% | 7 - 5 | ||
| US Stocks Quality | +9.91% | 7 - 5 | ||
| All Country World 60/40 | +9.76% | 7 - 5 | ||
| Six Ways from Sunday | Scott Burns | +9.70% | 8 - 4 | |
| Golden Butterfly | Tyler | +9.58% | 8 - 4 | |
| GAA Global Asset Allocation | Mebane Faber | +9.54% | 8 - 4 | |
| Edge Select Moderately Aggressive | Merrill Lynch | +9.49% | 7 - 5 | |
| Four Square | Scott Burns | +9.45% | 8 - 4 | |
| Odd-Stats Strategy | Aim Ways | +9.43% | 7 - 5 | |
| Gretchen Tai Portfolio | Gretchen Tai | +9.39% | 7 - 5 | |
| Aim comfortable trip | Aim Ways | +9.30% | 9 - 3 | |
| Four Funds | Bogleheads | +9.23% | 7 - 5 | |
| Sheltered Sam 0/100 | Bill Bernstein | +9.18% | 11 - 1 | |
| Dimensional Retirement Income Fund | DFA | +9.18% | 10 - 2 | |
| Robo Advisor 90 | Betterment | +9.10% | 7 - 5 | |
| Stocks/Bonds 20/80 Momentum | +9.07% | 11 - 1 | ||
| Robust | Alpha Architect | +9.03% | 8 - 4 | |
| Larry Portfolio | Larry Swedroe | +8.99% | 10 - 2 | |
| Robo Advisor 80 | Betterment | +8.95% | 7 - 5 | |
| Dedalo Eleven | Dedalo Invest | +8.94% | 7 - 5 | |
| Gone Fishin' Portfolio | Alexander Green | +8.90% | 7 - 5 | |
| Robo Advisor 100 | Betterment | +8.88% | 7 - 5 | |
| In Saecula Saeculorum | Fulvio Marchese | +8.83% | 9 - 3 | |
| LifeStrategy Growth Fund | Vanguard | +8.81% | 7 - 5 | |
| Mid-Twenties | Burton Malkiel | +8.80% | 7 - 5 | |
| Family Taxable Portfolio | Ted Aronson | +8.73% | 8 - 4 | |
| Three Funds | Bogleheads | +8.73% | 7 - 5 | |
| Developed World ex-US 60/40 | +8.69% | 7 - 5 | ||
| Couch Potato | Scott Burns | +8.64% | 8 - 4 | |
| Ivy Portfolio | Mebane Faber | +8.59% | 8 - 4 | |
| Second Grader's Starter | Paul Farrell | +8.57% | 7 - 5 | |
| Sheltered Sam 10/90 | Bill Bernstein | +8.52% | 10 - 2 | |
| All Country World 40/60 | +8.52% | 9 - 3 | ||
| Five Asset | Roger Gibson | +8.47% | 9 - 3 | |
| Late Thirties to Early Forties | Burton Malkiel | +8.39% | 7 - 5 | |
| Seven Value | Scott Burns | +8.29% | 8 - 4 | |
| Marc Faber Portfolio | Marc Faber | +8.25% | 7 - 5 | |
| Edge Select Moderate | Merrill Lynch | +8.20% | 7 - 5 | |
| LifeStrategy Moderate Growth | Vanguard | +8.20% | 7 - 5 | |
| Robo Advisor 50 | Betterment | +8.19% | 8 - 4 | |
| Lifepath Fund | iShares | +7.94% | 8 - 4 | |
| Sandwich Portfolio | Bob Clyatt | +7.88% | 8 - 4 | |
| Sheltered Sam 20/80 | Bill Bernstein | +7.87% | 10 - 2 | |
| Rob Arnott Portfolio | Rob Arnott | +7.64% | 6 - 6 | |
| Stocks/Bonds 40/60 ESG | +7.63% | 8 - 4 | ||
| Pinwheel | Tyler | +7.60% | 7 - 5 | |
| Global Market Portfolio | Credit Suisse | +7.60% | 8 - 4 | |
| LifeStrategy Conservative Growth | Vanguard | +7.58% | 8 - 4 | |
| Andrew Tobias Portfolio | Andrew Tobias | +7.55% | 7 - 5 | |
| Robo Advisor 20 | Betterment | +7.51% | 10 - 2 | |
| Developed World ex-US 40/60 | +7.46% | 7 - 5 | ||
| Dedalo Three | Dedalo Invest | +7.43% | 7 - 5 | |
| Short Term Treasury | +7.35% | 11 - 1 | ||
| Robo Advisor 10 | Betterment | +7.32% | 12 - 0 | |
| All Country World 20/80 | +7.29% | 11 - 1 | ||
| Sheltered Sam 30/70 | Bill Bernstein | +7.21% | 9 - 3 | |
| No Brainer Portfolio | Bill Bernstein | +7.14% | 7 - 5 | |
| Mid-Fifties | Burton Malkiel | +7.08% | 7 - 5 | |
| Robo Advisor 0 | Betterment | +7.05% | 11 - 1 | |
| Stocks/Bonds 60/40 ESG | +7.02% | 6 - 6 | ||
| Dedalo Four | Dedalo Invest | +7.01% | 7 - 5 | |
| Edge Select Moderately Conservative | Merrill Lynch | +6.98% | 8 - 4 | |
| LifeStrategy Income Fund | Vanguard | +6.96% | 11 - 1 | |
| Total Bond US | +6.92% | 9 - 3 | ||
| Stocks/Bonds 20/80 | +6.61% | 10 - 2 | ||
| Sheltered Sam 40/60 | Bill Bernstein | +6.56% | 8 - 4 | |
| Core Four | Rick Ferri | +6.37% | 7 - 5 | |
| Ultimate Buy&Hold | FundAdvice | +6.31% | 8 - 4 | |
| Stocks/Bonds 40/60 | +6.30% | 8 - 4 | ||
| Warren Buffett Portfolio | Warren Buffett | +6.30% | 7 - 5 | |
| Developed World ex-US 20/80 | +6.22% | 9 - 3 | ||
| All Country World Bonds | +6.05% | 9 - 3 | ||
| Stocks/Bonds 60/40 | +5.99% | 7 - 5 | ||
| Ideal Index | Frank Armstrong | +5.91% | 7 - 5 | |
| Sheltered Sam 50/50 | Bill Bernstein | +5.90% | 7 - 5 | |
| US Stocks ESG | +5.81% | 6 - 6 | ||
| Simple Path to Wealth | JL Collins | +5.76% | 7 - 5 | |
| Stocks/Bonds 80/20 | +5.68% | 7 - 5 | ||
| Long Term Portfolio | Ben Stein | +5.66% | 7 - 5 | |
| Conservative Income | Charles Schwab | +5.65% | 10 - 2 | |
| Simple and Cheap | Time Money Inc | +5.64% | 7 - 5 | |
| Lazy Portfolio | David Swensen | +5.59% | 7 - 5 | |
| Edge Select Conservative | Merrill Lynch | +5.55% | 8 - 4 | |
| US Stocks | +5.37% | 7 - 5 | ||
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +5.31% | 7 - 5 | |
| Sheltered Sam 60/40 | Bill Bernstein | +5.25% | 7 - 5 | |
| Late Sixties and Beyond | Burton Malkiel | +5.18% | 7 - 5 | |
| Simple Money Portfolio | Tim Maurer | +5.07% | 8 - 4 | |
| Coward's Portfolio | Bill Bernstein | +5.00% | 7 - 5 | |
| Total Bond Developed World ex-US | +4.99% | 8 - 4 | ||
| Yale Endowment | David Swensen | +4.93% | 7 - 5 | |
| US Cash | +4.67% | 12 - 0 | ||
| Sheltered Sam 70/30 | Bill Bernstein | +4.59% | 7 - 5 | |
| Weird Portfolio | Value Stock Geek | +4.32% | 8 - 4 | |
| Tilt Toward Value | Time Money Inc | +4.31% | 7 - 5 | |
| Five Fold | Scott Burns | +4.26% | 7 - 5 | |
| US Stocks Minimum Volatility | +4.15% | 7 - 5 | ||
| Sheltered Sam 80/20 | Bill Bernstein | +3.94% | 7 - 5 | |
| Big Rocks Portfolio | Larry Swedroe | +3.90% | 7 - 5 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | +3.86% | 7 - 5 | |
| Aggressive Global Income | The Lazy Team | +3.78% | 7 - 5 | |
| Nano Portfolio | John Wasik | +3.53% | 7 - 5 | |
| High Yield Bonds Income | The Lazy Team | +3.36% | 6 - 6 | |
| Sheltered Sam 90/10 | Bill Bernstein | +3.28% | 7 - 5 | |
| Coffeehouse | Bill Schultheis | +2.67% | 7 - 5 | |
| Sheltered Sam 100/0 | Bill Bernstein | +2.63% | 7 - 5 | |
| US Stocks Equal Weight | +0.90% | 7 - 5 | ||
| Dynamic 40/60 Income | The Lazy Team | +0.88% | 8 - 4 | |
| One-Decision Portfolio | Marvin Appel | -0.68% | 6 - 6 | |
| US Stocks Value | -1.38% | 7 - 5 | ||
| Talmud Portfolio | Roger Gibson | -1.40% | 6 - 6 | |
| Dynamic 60/40 Income | The Lazy Team | -3.54% | 7 - 5 |
2007 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2007 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2007 RETURNS AND STATS
Period: 01 Jan 2007 - 31 Dec 2007
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
EWZ
|
Brazil | +74.76% | 9 - 3 |
|
FXI
|
China | +54.72% | 8 - 4 |
|
BNO
|
Brent Oil | +54.21% | 8 - 4 |
|
USO
|
WTI Crude Oil | +46.82% | 7 - 5 |
|
FLLA
|
Latin America | +45.09% | 8 - 4 |
|
EWM
|
Malaysia | +44.60% | 7 - 5 |
|
EWH
|
Hong Kong | +39.40% | 9 - 3 |
|
XLE
|
Energy | +36.88% | 9 - 3 |
|
PPLT
|
Platinum | +34.28% | 7 - 5 |
|
EWG
|
Germany | +33.68% | 10 - 2 |
|
EEM
|
Emerging Markets | +33.31% | 9 - 3 |
|
EWY
|
South Korea | +31.70% | 8 - 4 |
|
DBC
|
Commodities | +31.59% | 8 - 4 |
|
GLD
|
Gold | +30.45% | 8 - 4 |
|
EWC
|
Canada | +28.39% | 10 - 2 |
|
EWA
|
Australia | +28.24% | 8 - 4 |
|
EWS
|
Singapore | +27.88% | 6 - 6 |
|
XLB
|
Materials | +22.05% | 8 - 4 |
|
EWP
|
Spain | +20.93% | 8 - 4 |
|
QQQ
|
US Technology | +19.02% | 8 - 4 |
|
UNG
|
Natural Gas | +18.80% | 7 - 5 |
|
XLU
|
Utilities | +18.41% | 8 - 4 |
|
EWN
|
Netherlands | +17.87% | 6 - 6 |
|
EZA
|
South Africa | +15.49% | 7 - 5 |
|
XLK
|
Information Technology | +15.45% | 8 - 4 |
|
SLV
|
Silver | +14.25% | 7 - 5 |
|
XLI
|
Industrials | +13.48% | 8 - 4 |
|
VGK
|
Europe | +13.24% | 7 - 5 |
|
IJK
|
US Mid Cap Growth | +12.73% | 8 - 4 |
|
XLP
|
Consumer Staples | +12.67% | 8 - 4 |
|
VUG
|
US Large Cap Growth | +12.52% | 8 - 4 |
|
VT
|
World All Countries | +12.23% | 7 - 5 |
|
EWQ
|
France | +12.14% | 6 - 6 |
|
TIP
|
US TIPS | +11.92% | 10 - 2 |
|
EWW
|
Mexico | +11.33% | 6 - 6 |
|
PALL
|
Palladium | +10.84% | 8 - 4 |
|
TLT
|
US Long Term Treasuries | +10.29% | 7 - 5 |
|
EFA
|
EAFE Stocks | +9.94% | 6 - 6 |
|
IJH
|
US Mid Cap Blend | +7.30% | 8 - 4 |
|
XLV
|
Healthcare | +7.15% | 8 - 4 |
|
BND
|
US Total Bond Market | +6.92% | 9 - 3 |
|
EWU
|
United Kingdom | +6.42% | 8 - 4 |
|
EWT
|
Taiwan | +6.34% | 6 - 6 |
|
CPER
|
Copper | +6.18% | 6 - 6 |
|
IJT
|
US Small Cap Growth | +5.66% | 7 - 5 |
|
EMB
|
Emerg. Market Bonds | +5.61% | 8 - 4 |
|
EWL
|
Switzerland | +5.51% | 5 - 7 |
|
VTI
|
US Total Stock Market | +5.37% | 7 - 5 |
|
XLC
|
Communication Services | +5.15% | 6 - 6 |
|
SPY
|
US Large Cap Blend | +5.14% | 7 - 5 |
|
BNDX
|
International Bonds | +4.99% | 8 - 4 |
|
BIL
|
US Cash | +4.67% | 12 - 0 |
|
VPL
|
Pacific | +4.44% | 6 - 6 |
|
EWI
|
Italy | +3.74% | 6 - 6 |
|
LQD
|
US Invest. Grade Bonds | +3.73% | 7 - 5 |
|
HYG
|
US High Yield Bonds | +2.04% | 9 - 3 |
|
EWO
|
Austria | +1.69% | 5 - 7 |
|
VTV
|
US Large Cap Value | -0.11% | 7 - 5 |
|
IJR
|
US Small Cap Blend | -0.47% | 7 - 5 |
|
EWD
|
Sweden | -1.31% | 4 - 8 |
|
EWK
|
Belgium | -1.84% | 6 - 6 |
|
VOE
|
US Mid Cap Value | -4.34% | 8 - 4 |
|
EWJ
|
Japan | -5.50% | 5 - 7 |
|
IJS
|
US Small Cap Value | -5.56% | 7 - 5 |
|
XLY
|
Consumer Discretionary | -13.67% | 4 - 8 |
|
PFF
|
US Preferred Stocks | -15.96% | 4 - 8 |
|
XLRE
|
Real Estate | -16.50% | 4 - 8 |
|
VNQ
|
US REITs | -16.50% | 4 - 8 |
|
XLF
|
Financials | -19.19% | 5 - 7 |
| Legend: Stocks Fixed Income Commodities |
