Period: 01 Jan 2008 - 31 Dec 2008 (12 months).
The best ETF Portfolio of 2008 is:
10-year Treasury Portfolio, with a +17.91% return.
The best Investment Theme of 2008 is:
US Long Term Treasuries, with a +33.93% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2008 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2008 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2008 RETURNS AND STATS
Period: 01 Jan 2008 - 31 Dec 2008
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| 10-year Treasury | +17.91% | 8 - 4 | ||
| Robo Advisor 0 | Betterment | +6.99% | 10 - 2 | |
| Total Bond US | +6.86% | 8 - 4 | ||
| Short Term Treasury | +6.62% | 10 - 2 | ||
| Gold | +4.92% | 7 - 5 | ||
| Sheltered Sam 0/100 | Bill Bernstein | +3.99% | 8 - 4 | |
| All Weather Portfolio | Ray Dalio | +2.38% | 8 - 4 | |
| All Country World Bonds | +2.29% | 6 - 6 | ||
| US Cash | +1.59% | 9 - 3 | ||
| Robo Advisor 10 | Betterment | +1.51% | 7 - 5 | |
| Paul Boyer Portfolio | Paul Boyer | +1.32% | 5 - 7 | |
| Simplified Permanent Portfolio | The Lazy Team | +0.94% | 4 - 8 | |
| Permanent Portfolio | Harry Browne | +0.87% | 5 - 7 | |
| US Inflation Protection | +0.04% | 7 - 5 | ||
| Conservative Income | Charles Schwab | -0.05% | 8 - 4 | |
| Sheltered Sam 10/90 | Bill Bernstein | -0.11% | 7 - 5 | |
| PISI Portfolio | Davide Pisicchio | -1.41% | 6 - 6 | |
| Stocks/Bonds 20/80 | -1.91% | 5 - 7 | ||
| Total Bond Developed World ex-US | -2.35% | 5 - 7 | ||
| Larry Portfolio | Larry Swedroe | -2.44% | 8 - 4 | |
| Stocks/Bonds 20/80 Momentum | -2.70% | 5 - 7 | ||
| Desert Portfolio | Gyroscopic Investing | -2.92% | 5 - 7 | |
| Robo Advisor 20 | Betterment | -4.00% | 6 - 6 | |
| Golden Butterfly | Tyler | -4.18% | 6 - 6 | |
| Sheltered Sam 20/80 | Bill Bernstein | -4.20% | 7 - 5 | |
| LifeStrategy Income Fund | Vanguard | -4.64% | 5 - 7 | |
| Ulcer Free Strategy | Aim Ways | -5.09% | 6 - 6 | |
| Edge Select Conservative | Merrill Lynch | -5.32% | 5 - 7 | |
| All Country World 20/80 | -6.63% | 6 - 6 | ||
| Dimensional Retirement Income Fund | DFA | -7.45% | 6 - 6 | |
| Sheltered Sam 30/70 | Bill Bernstein | -8.30% | 7 - 5 | |
| Gold Pivot Ptf | Aim Ways | -9.56% | 5 - 7 | |
| Developed World ex-US 20/80 | -10.01% | 5 - 7 | ||
| High Yield Bonds Income | The Lazy Team | -10.54% | 5 - 7 | |
| Stocks/Bonds 40/60 | -10.67% | 5 - 7 | ||
| Rob Arnott Portfolio | Rob Arnott | -11.48% | 6 - 6 | |
| Eliminate Fat Tails | Larry Swedroe | -11.49% | 5 - 7 | |
| In Saecula Saeculorum | Fulvio Marchese | -11.54% | 4 - 8 | |
| Edge Select Moderately Conservative | Merrill Lynch | -11.92% | 3 - 9 | |
| Lifepath Fund | iShares | -12.05% | 5 - 7 | |
| Shield Strategy | Aim Ways | -12.13% | 4 - 8 | |
| Stocks/Bonds 40/60 Momentum | -12.27% | 4 - 8 | ||
| Sheltered Sam 40/60 | Bill Bernstein | -12.39% | 5 - 7 | |
| Global Market Portfolio | Credit Suisse | -12.93% | 4 - 8 | |
| Aim comfortable trip | Aim Ways | -12.97% | 5 - 7 | |
| Odd-Stats Strategy | Aim Ways | -13.21% | 6 - 6 | |
| GAA Global Asset Allocation | Mebane Faber | -13.28% | 5 - 7 | |
| LifeStrategy Conservative Growth | Vanguard | -13.37% | 4 - 8 | |
| Dynamic 40/60 Income | The Lazy Team | -14.80% | 5 - 7 | |
| Weird Portfolio | Value Stock Geek | -15.22% | 4 - 8 | |
| All Country World 40/60 | -15.55% | 3 - 9 | ||
| Stocks/Bonds 40/60 ESG | -16.02% | 5 - 7 | ||
| Marc Faber Portfolio | Marc Faber | -16.28% | 5 - 7 | |
| Sheltered Sam 50/50 | Bill Bernstein | -16.49% | 5 - 7 | |
| One-Decision Portfolio | Marvin Appel | -16.74% | 6 - 6 | |
| Sandwich Portfolio | Bob Clyatt | -16.79% | 5 - 7 | |
| Developed World ex-US 40/60 | -17.67% | 3 - 9 | ||
| Simple Money Portfolio | Tim Maurer | -18.42% | 5 - 7 | |
| Couch Potato | Scott Burns | -18.47% | 4 - 8 | |
| Edge Select Moderate | Merrill Lynch | -18.62% | 3 - 9 | |
| Coffeehouse | Bill Schultheis | -18.65% | 6 - 6 | |
| Coward's Portfolio | Bill Bernstein | -19.19% | 5 - 7 | |
| Robo Advisor 50 | Betterment | -19.44% | 3 - 9 | |
| Stocks/Bonds 60/40 | -19.44% | 4 - 8 | ||
| Big Rocks Portfolio | Larry Swedroe | -19.64% | 5 - 7 | |
| Ultimate Buy&Hold | FundAdvice | -20.06% | 5 - 7 | |
| Sheltered Sam 60/40 | Bill Bernstein | -20.58% | 5 - 7 | |
| Four Square | Scott Burns | -20.68% | 4 - 8 | |
| Tilt Toward Value | Time Money Inc | -20.90% | 5 - 7 | |
| Nano Portfolio | John Wasik | -21.62% | 5 - 7 | |
| Simple and Cheap | Time Money Inc | -21.66% | 5 - 7 | |
| Dynamic 60/40 Income | The Lazy Team | -21.78% | 6 - 6 | |
| Stocks/Bonds 60/40 Momentum | -21.83% | 4 - 8 | ||
| LifeStrategy Moderate Growth | Vanguard | -22.10% | 3 - 9 | |
| Talmud Portfolio | Roger Gibson | -22.37% | 6 - 6 | |
| Pinwheel | Tyler | -22.51% | 4 - 8 | |
| Family Taxable Portfolio | Ted Aronson | -23.35% | 3 - 9 | |
| Andrew Tobias Portfolio | Andrew Tobias | -23.80% | 3 - 9 | |
| Five Fold | Scott Burns | -23.95% | 5 - 7 | |
| Stocks/Bonds 60/40 ESG | -23.95% | 4 - 8 | ||
| 7Twelve Portfolio | Craig Israelsen | -24.01% | 5 - 7 | |
| All Country World 60/40 | -24.47% | 4 - 8 | ||
| Sheltered Sam 70/30 | Bill Bernstein | -24.68% | 5 - 7 | |
| Ideal Index | Frank Armstrong | -24.86% | 4 - 8 | |
| Yale Endowment | David Swensen | -25.11% | 5 - 7 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | -25.25% | 5 - 7 | |
| Developed World ex-US 60/40 | -25.33% | 3 - 9 | ||
| Lazy Portfolio | David Swensen | -25.53% | 5 - 7 | |
| US Stocks Minimum Volatility | -25.77% | 6 - 6 | ||
| Edge Select Moderately Aggressive | Merrill Lynch | -25.92% | 3 - 9 | |
| Simple Path to Wealth | JL Collins | -26.02% | 4 - 8 | |
| Late Sixties and Beyond | Burton Malkiel | -26.02% | 5 - 7 | |
| No Brainer Portfolio | Bill Bernstein | -26.26% | 4 - 8 | |
| Six Ways from Sunday | Scott Burns | -26.46% | 6 - 6 | |
| Margaritaville | Scott Burns | -26.90% | 3 - 9 | |
| Gretchen Tai Portfolio | Gretchen Tai | -27.67% | 3 - 9 | |
| Seven Value | Scott Burns | -27.82% | 6 - 6 | |
| Stocks/Bonds 80/20 | -28.21% | 4 - 8 | ||
| Gone Fishin' Portfolio | Alexander Green | -28.75% | 3 - 9 | |
| Sheltered Sam 80/20 | Bill Bernstein | -28.77% | 5 - 7 | |
| Five Asset | Roger Gibson | -29.02% | 5 - 7 | |
| Robust | Alpha Architect | -29.35% | 4 - 8 | |
| Core Four | Rick Ferri | -29.77% | 4 - 8 | |
| Three Funds | Bogleheads | -30.15% | 3 - 9 | |
| Mid-Fifties | Burton Malkiel | -30.43% | 4 - 8 | |
| Long Term Portfolio | Ben Stein | -30.51% | 4 - 8 | |
| LifeStrategy Growth Fund | Vanguard | -30.83% | 3 - 9 | |
| Four Funds | Bogleheads | -30.83% | 3 - 9 | |
| Robo Advisor 80 | Betterment | -31.22% | 3 - 9 | |
| Ivy Portfolio | Mebane Faber | -31.26% | 5 - 7 | |
| US Stocks Quality | -31.36% | 4 - 8 | ||
| Dedalo Four | Dedalo Invest | -31.38% | 4 - 8 | |
| Stocks/Bonds 80/20 Momentum | -31.40% | 4 - 8 | ||
| Dedalo Eleven | Dedalo Invest | -31.42% | 3 - 9 | |
| Perfect Portfolio | Ben Stein | -31.47% | 3 - 9 | |
| Warren Buffett Portfolio | Warren Buffett | -32.35% | 4 - 8 | |
| Edge Select Aggressive | Merrill Lynch | -32.45% | 3 - 9 | |
| Sheltered Sam 90/10 | Bill Bernstein | -32.87% | 5 - 7 | |
| Late Thirties to Early Forties | Burton Malkiel | -32.91% | 4 - 8 | |
| Developed World ex-US 80/20 | -32.99% | 4 - 8 | ||
| All Country World 80/20 | -33.39% | 4 - 8 | ||
| Mid-Twenties | Burton Malkiel | -34.16% | 3 - 9 | |
| Aggressive Global Income | The Lazy Team | -34.21% | 5 - 7 | |
| Second Grader's Starter | Paul Farrell | -34.54% | 3 - 9 | |
| Robo Advisor 90 | Betterment | -35.20% | 3 - 9 | |
| US Stocks Value | -36.01% | 5 - 7 | ||
| Sheltered Sam 100/0 | Bill Bernstein | -36.97% | 5 - 7 | |
| US Stocks | -36.98% | 4 - 8 | ||
| Dedalo Three | Dedalo Invest | -38.58% | 4 - 8 | |
| Robo Advisor 100 | Betterment | -39.26% | 3 - 9 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | -39.47% | 4 - 8 | |
| US Stocks ESG | -39.83% | 4 - 8 | ||
| US Stocks Equal Weight | -40.07% | 4 - 8 | ||
| Developed World ex-US Stocks | -40.65% | 4 - 8 | ||
| US Stocks Momentum | -40.96% | 4 - 8 | ||
| Technology | -41.73% | 6 - 6 | ||
| All Country World Stocks | -42.31% | 4 - 8 | ||
| European Stocks | -44.71% | 4 - 8 | ||
| Emerging Markets Stocks | -48.88% | 4 - 8 |
2008 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2008 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2008 RETURNS AND STATS
Period: 01 Jan 2008 - 31 Dec 2008
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
TLT
|
US Long Term Treasuries | +33.93% | 7 - 5 |
|
BND
|
US Total Bond Market | +6.86% | 8 - 4 |
|
GLD
|
Gold | +4.92% | 7 - 5 |
|
LQD
|
US Invest. Grade Bonds | +2.40% | 6 - 6 |
|
BIL
|
US Cash | +1.59% | 9 - 3 |
|
TIP
|
US TIPS | +0.04% | 7 - 5 |
|
EMB
|
Emerg. Market Bonds | -2.14% | 8 - 4 |
|
BNDX
|
International Bonds | -2.35% | 5 - 7 |
|
XLP
|
Consumer Staples | -15.02% | 5 - 7 |
|
HYG
|
US High Yield Bonds | -17.58% | 4 - 8 |
|
XLV
|
Healthcare | -23.31% | 5 - 7 |
|
SLV
|
Silver | -23.79% | 6 - 6 |
|
PFF
|
US Preferred Stocks | -23.94% | 5 - 7 |
|
EWJ
|
Japan | -26.96% | 3 - 9 |
|
EWL
|
Switzerland | -27.21% | 4 - 8 |
|
XLU
|
Utilities | -28.93% | 4 - 8 |
|
IJS
|
US Small Cap Value | -29.39% | 6 - 6 |
|
IJR
|
US Small Cap Blend | -31.52% | 5 - 7 |
|
DBC
|
Commodities | -31.77% | 5 - 7 |
|
XLY
|
Consumer Discretionary | -32.97% | 5 - 7 |
|
IJT
|
US Small Cap Growth | -33.38% | 6 - 6 |
|
VPL
|
Pacific | -34.02% | 3 - 9 |
|
VTV
|
US Large Cap Value | -35.87% | 3 - 9 |
|
UNG
|
Natural Gas | -36.08% | 6 - 6 |
|
IJH
|
US Mid Cap Blend | -36.18% | 4 - 8 |
|
VOE
|
US Mid Cap Value | -36.65% | 4 - 8 |
|
EWP
|
Spain | -36.78% | 4 - 8 |
|
SPY
|
US Large Cap Blend | -36.81% | 4 - 8 |
|
VTI
|
US Total Stock Market | -36.98% | 4 - 8 |
|
XLRE
|
Real Estate | -37.00% | 5 - 7 |
|
VNQ
|
US REITs | -37.00% | 5 - 7 |
|
IJK
|
US Mid Cap Growth | -37.38% | 4 - 8 |
|
ECH
|
Chile | -37.68% | 4 - 8 |
|
EZA
|
South Africa | -37.70% | 6 - 6 |
|
VUG
|
US Large Cap Growth | -38.02% | 4 - 8 |
|
XLC
|
Communication Services | -38.55% | 5 - 7 |
|
XLI
|
Industrials | -38.74% | 6 - 6 |
|
IGF
|
Global Infrastructure | -38.96% | 3 - 9 |
|
XLE
|
Energy | -38.97% | 5 - 7 |
|
PPLT
|
Platinum | -39.18% | 6 - 6 |
|
EWM
|
Malaysia | -40.19% | 3 - 9 |
|
CGW
|
Global Water | -40.23% | 5 - 7 |
|
EFA
|
EAFE Stocks | -41.04% | 4 - 8 |
|
EWW
|
Mexico | -41.08% | 4 - 8 |
|
XLK
|
Information Technology | -41.51% | 5 - 7 |
|
EWQ
|
France | -41.61% | 4 - 8 |
|
QQQ
|
US Technology | -41.73% | 6 - 6 |
|
VT
|
World All Countries | -42.31% | 4 - 8 |
|
EWG
|
Germany | -43.48% | 4 - 8 |
|
XLB
|
Materials | -44.05% | 3 - 9 |
|
EWC
|
Canada | -44.45% | 4 - 8 |
|
VGK
|
Europe | -44.71% | 4 - 8 |
|
EWT
|
Taiwan | -45.23% | 4 - 8 |
|
EWS
|
Singapore | -46.10% | 4 - 8 |
|
EWU
|
United Kingdom | -46.46% | 2 - 10 |
|
EWI
|
Italy | -46.83% | 3 - 9 |
|
EWD
|
Sweden | -46.95% | 5 - 7 |
|
EWN
|
Netherlands | -47.51% | 6 - 6 |
|
FXI
|
China | -47.78% | 5 - 7 |
|
EWA
|
Australia | -47.95% | 3 - 9 |
|
EEM
|
Emerging Markets | -48.88% | 4 - 8 |
|
PALL
|
Palladium | -49.86% | 4 - 8 |
|
EWH
|
Hong Kong | -50.29% | 2 - 10 |
|
BNO
|
Brent Oil | -51.42% | 5 - 7 |
|
CPER
|
Copper | -53.97% | 5 - 7 |
|
EWZ
|
Brazil | -54.30% | 4 - 8 |
|
FLLA
|
Latin America | -54.66% | 4 - 8 |
|
XLF
|
Financials | -54.97% | 4 - 8 |
|
EWY
|
South Korea | -55.97% | 3 - 9 |
|
USO
|
WTI Crude Oil | -56.31% | 5 - 7 |
|
EWK
|
Belgium | -61.72% | 4 - 8 |
|
EWO
|
Austria | -63.14% | 5 - 7 |
| Legend: Stocks Fixed Income Commodities |
