Period: 01 Jan 2009 - 31 Dec 2009 (12 months).
The best ETF Portfolio of 2009 is:
Emerging Markets Stocks Portfolio, with a +68.93% return.
The best Investment Theme of 2009 is:
Copper, with a +138.53% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2009 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2009 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2009 RETURNS AND STATS
Period: 01 Jan 2009 - 31 Dec 2009
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| Emerging Markets Stocks | +68.93% | 7 - 5 | ||
| Technology | +54.68% | 9 - 3 | ||
| US Stocks Equal Weight | +44.64% | 8 - 4 | ||
| US Stocks ESG | +39.10% | 8 - 4 | ||
| Aggressive Global Income | The Lazy Team | +33.97% | 8 - 4 | |
| Robo Advisor 100 Value Tilt | Betterment | +33.82% | 8 - 4 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | +32.93% | 8 - 4 | |
| All Country World Stocks | +32.65% | 8 - 4 | ||
| Mid-Twenties | Burton Malkiel | +32.24% | 8 - 4 | |
| Robo Advisor 90 Value Tilt | Betterment | +31.75% | 8 - 4 | |
| European Stocks | +31.33% | 7 - 5 | ||
| Late Thirties to Early Forties | Burton Malkiel | +31.14% | 8 - 4 | |
| Edge Select Aggressive | Merrill Lynch | +30.72% | 8 - 4 | |
| Stocks/Bonds 60/40 ESG | +30.34% | 8 - 4 | ||
| Dedalo Three | Dedalo Invest | +30.02% | 8 - 4 | |
| Gone Fishin' Portfolio | Alexander Green | +29.72% | 8 - 4 | |
| Robo Advisor 80 Value Tilt | Betterment | +29.62% | 8 - 4 | |
| Dedalo Eleven | Dedalo Invest | +29.38% | 9 - 3 | |
| Mid-Fifties | Burton Malkiel | +29.23% | 8 - 4 | |
| Second Grader's Starter | Paul Farrell | +28.98% | 8 - 4 | |
| US Stocks | +28.89% | 9 - 3 | ||
| Sheltered Sam 100/0 | Bill Bernstein | +28.40% | 8 - 4 | |
| All Country World 80/20 | +28.02% | 8 - 4 | ||
| Developed World ex-US Stocks | +27.49% | 8 - 4 | ||
| LifeStrategy Growth Fund | Vanguard | +27.33% | 8 - 4 | |
| Dedalo Four | Dedalo Invest | +27.11% | 9 - 3 | |
| Four Funds | Bogleheads | +26.98% | 8 - 4 | |
| Perfect Portfolio | Ben Stein | +26.95% | 8 - 4 | |
| Gretchen Tai Portfolio | Gretchen Tai | +26.58% | 8 - 4 | |
| Gold Pivot Ptf | Aim Ways | +26.47% | 9 - 3 | |
| Three Funds | Bogleheads | +26.45% | 8 - 4 | |
| Edge Select Moderately Aggressive | Merrill Lynch | +26.40% | 8 - 4 | |
| Long Term Portfolio | Ben Stein | +26.25% | 8 - 4 | |
| Core Four | Rick Ferri | +26.02% | 8 - 4 | |
| Stocks/Bonds 40/60 ESG | +25.96% | 8 - 4 | ||
| Sheltered Sam 90/10 | Bill Bernstein | +25.94% | 8 - 4 | |
| Dynamic 60/40 Income | The Lazy Team | +25.31% | 9 - 3 | |
| Late Sixties and Beyond | Burton Malkiel | +25.30% | 8 - 4 | |
| Margaritaville | Scott Burns | +25.18% | 8 - 4 | |
| Developed World ex-US 80/20 | +25.05% | 8 - 4 | ||
| Lazy Portfolio | David Swensen | +24.86% | 8 - 4 | |
| US Stocks Quality | +24.74% | 8 - 4 | ||
| Warren Buffett Portfolio | Warren Buffett | +24.66% | 9 - 3 | |
| Pinwheel | Tyler | +24.19% | 8 - 4 | |
| Five Fold | Scott Burns | +24.16% | 8 - 4 | |
| Gold | +24.03% | 8 - 4 | ||
| Five Asset | Roger Gibson | +23.98% | 8 - 4 | |
| Stocks/Bonds 80/20 | +23.84% | 9 - 3 | ||
| Six Ways from Sunday | Scott Burns | +23.77% | 8 - 4 | |
| High Yield Bonds Income | The Lazy Team | +23.52% | 9 - 3 | |
| Sheltered Sam 80/20 | Bill Bernstein | +23.48% | 8 - 4 | |
| All Country World 60/40 | +23.38% | 8 - 4 | ||
| Yale Endowment | David Swensen | +23.34% | 8 - 4 | |
| Seven Value | Scott Burns | +23.22% | 8 - 4 | |
| Robo Advisor 50 Value Tilt | Betterment | +23.06% | 9 - 3 | |
| Marc Faber Portfolio | Marc Faber | +22.95% | 8 - 4 | |
| No Brainer Portfolio | Bill Bernstein | +22.80% | 8 - 4 | |
| Family Taxable Portfolio | Ted Aronson | +22.79% | 9 - 3 | |
| Four Square | Scott Burns | +22.68% | 9 - 3 | |
| Developed World ex-US 60/40 | +22.61% | 8 - 4 | ||
| Simple Path to Wealth | JL Collins | +22.58% | 9 - 3 | |
| Dynamic 40/60 Income | The Lazy Team | +22.37% | 9 - 3 | |
| Odd-Stats Strategy | Aim Ways | +22.37% | 9 - 3 | |
| Ivy Portfolio | Mebane Faber | +22.28% | 8 - 4 | |
| LifeStrategy Moderate Growth | Vanguard | +22.28% | 8 - 4 | |
| Simple and Cheap | Time Money Inc | +21.82% | 8 - 4 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +21.68% | 8 - 4 | |
| Shield Strategy | Aim Ways | +21.59% | 7 - 5 | |
| Ideal Index | Frank Armstrong | +21.58% | 8 - 4 | |
| Edge Select Moderate | Merrill Lynch | +21.52% | 9 - 3 | |
| Aim comfortable trip | Aim Ways | +21.18% | 8 - 4 | |
| Sheltered Sam 70/30 | Bill Bernstein | +21.02% | 8 - 4 | |
| Talmud Portfolio | Roger Gibson | +20.87% | 8 - 4 | |
| Tilt Toward Value | Time Money Inc | +20.60% | 8 - 4 | |
| Developed World ex-US 40/60 | +20.17% | 9 - 3 | ||
| Ultimate Buy&Hold | FundAdvice | +19.90% | 8 - 4 | |
| 7Twelve Portfolio | Craig Israelsen | +19.77% | 8 - 4 | |
| Nano Portfolio | John Wasik | +19.70% | 8 - 4 | |
| US Stocks Value | +19.61% | 8 - 4 | ||
| Weird Portfolio | Value Stock Geek | +19.50% | 8 - 4 | |
| Ulcer Free Strategy | Aim Ways | +19.29% | 9 - 3 | |
| Sandwich Portfolio | Bob Clyatt | +19.04% | 8 - 4 | |
| Couch Potato | Scott Burns | +18.92% | 9 - 3 | |
| Stocks/Bonds 60/40 | +18.79% | 9 - 3 | ||
| All Country World 40/60 | +18.75% | 8 - 4 | ||
| Andrew Tobias Portfolio | Andrew Tobias | +18.73% | 8 - 4 | |
| Sheltered Sam 60/40 | Bill Bernstein | +18.56% | 8 - 4 | |
| Stocks/Bonds 60/40 with Bitcoin | +18.47% | 9 - 3 | ||
| US Stocks Minimum Volatility | +18.18% | 8 - 4 | ||
| Big Rocks Portfolio | Larry Swedroe | +17.83% | 8 - 4 | |
| Coffeehouse | Bill Schultheis | +17.77% | 8 - 4 | |
| Developed World ex-US 20/80 | +17.74% | 9 - 3 | ||
| Eliminate Fat Tails | Larry Swedroe | +17.45% | 8 - 4 | |
| US Stocks Momentum | +17.45% | 8 - 4 | ||
| Edge Select Moderately Conservative | Merrill Lynch | +17.30% | 9 - 3 | |
| Coward's Portfolio | Bill Bernstein | +17.30% | 8 - 4 | |
| LifeStrategy Conservative Growth | Vanguard | +17.23% | 9 - 3 | |
| Simple Money Portfolio | Tim Maurer | +17.16% | 8 - 4 | |
| Robust | Alpha Architect | +17.10% | 8 - 4 | |
| Global Market Portfolio | Credit Suisse | +17.08% | 9 - 3 | |
| Sheltered Sam 50/50 | Bill Bernstein | +16.09% | 8 - 4 | |
| GAA Global Asset Allocation | Mebane Faber | +15.95% | 8 - 4 | |
| In Saecula Saeculorum | Fulvio Marchese | +15.39% | 7 - 5 | |
| Total Bond Developed World ex-US | +15.30% | 10 - 2 | ||
| One-Decision Portfolio | Marvin Appel | +15.30% | 9 - 3 | |
| Lifepath Fund | iShares | +15.04% | 9 - 3 | |
| Stocks/Bonds 80/20 Momentum | +14.68% | 8 - 4 | ||
| Rob Arnott Portfolio | Rob Arnott | +14.59% | 9 - 3 | |
| All Country World 20/80 | +14.11% | 8 - 4 | ||
| Stocks/Bonds 40/60 | +13.74% | 9 - 3 | ||
| Sheltered Sam 40/60 | Bill Bernstein | +13.63% | 8 - 4 | |
| Stocks/Bonds 40/60 with Bitcoin | +13.41% | 9 - 3 | ||
| Dimensional Retirement Income Fund | DFA | +12.97% | 9 - 3 | |
| Cockroach Portfolio | Tony Dong | +12.59% | 8 - 4 | |
| Paul Boyer Portfolio | Paul Boyer | +12.50% | 7 - 5 | |
| LifeStrategy Income Fund | Vanguard | +12.18% | 8 - 4 | |
| Stocks/Bonds 60/40 Momentum | +11.92% | 8 - 4 | ||
| Developed World ex-US Stocks Momentum | +11.19% | 4 - 1 | ||
| Sheltered Sam 30/70 | Bill Bernstein | +11.17% | 8 - 4 | |
| Golden Butterfly | Tyler | +10.77% | 7 - 5 | |
| Edge Select Conservative | Merrill Lynch | +10.64% | 8 - 4 | |
| Robo Advisor 20 Value Tilt | Betterment | +10.31% | 9 - 3 | |
| Golden Butterfly with Bitcoin | Tyler | +10.29% | 7 - 5 | |
| Larry Portfolio | Larry Swedroe | +10.12% | 8 - 4 | |
| Desert Portfolio | Gyroscopic Investing | +10.05% | 7 - 5 | |
| Simplified Permanent Portfolio | The Lazy Team | +9.94% | 8 - 4 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +9.57% | 7 - 5 | |
| All Country World Bonds | +9.48% | 9 - 3 | ||
| Stocks/Bonds 40/60 Momentum | +9.16% | 8 - 4 | ||
| US Inflation Protection | +8.94% | 8 - 4 | ||
| Developed World ex-US 60/40 Momentum | +8.94% | 4 - 1 | ||
| Sheltered Sam 20/80 | Bill Bernstein | +8.71% | 7 - 5 | |
| Stocks/Bonds 20/80 | +8.69% | 8 - 4 | ||
| PISI Portfolio | Davide Pisicchio | +8.62% | 7 - 5 | |
| Permanent Portfolio | Harry Browne | +7.85% | 7 - 5 | |
| Developed World ex-US 40/60 Momentum | +7.82% | 4 - 1 | ||
| Conservative Income | Charles Schwab | +7.40% | 9 - 3 | |
| Permanent Portfolio with Bitcoin | Harry Browne | +7.37% | 7 - 5 | |
| Stocks/Bonds 20/80 Momentum | +6.40% | 8 - 4 | ||
| Sheltered Sam 10/90 | Bill Bernstein | +6.25% | 8 - 4 | |
| Robo Advisor 10 Value Tilt | Betterment | +5.43% | 7 - 5 | |
| Sheltered Sam 0/100 | Bill Bernstein | +3.79% | 8 - 4 | |
| Total Bond US | +3.64% | 9 - 3 | ||
| All Weather Portfolio | Ray Dalio | +2.71% | 6 - 6 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | +2.31% | 7 - 5 | |
| Robo Advisor 0 | Betterment | +0.59% | 7 - 5 | |
| Short Term Treasury | +0.35% | 7 - 5 | ||
| US Cash | +0.27% | 7 - 5 | ||
| 10-year Treasury | -6.59% | 5 - 7 |
2009 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2009 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2009 RETURNS AND STATS
Period: 01 Jan 2009 - 31 Dec 2009
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
CPER
|
Copper | +138.53% | 11 - 1 |
|
EWZ
|
Brazil | +121.86% | 10 - 2 |
|
FLLA
|
Latin America | +120.24% | 9 - 3 |
|
PALL
|
Palladium | +119.78% | 12 - 0 |
|
TUR
|
Turkey | +103.08% | 8 - 4 |
|
ECH
|
Chile | +86.08% | 10 - 2 |
|
THD
|
Thailand | +81.45% | 9 - 3 |
|
EIS
|
Israel | +81.24% | 10 - 2 |
|
EWT
|
Taiwan | +73.75% | 8 - 4 |
|
EWY
|
South Korea | +71.76% | 7 - 5 |
|
BNO
|
Brent Oil | +70.94% | 9 - 3 |
|
EEM
|
Emerging Markets | +68.93% | 7 - 5 |
|
EWA
|
Australia | +68.13% | 9 - 3 |
|
EWS
|
Singapore | +67.94% | 7 - 5 |
|
PPLT
|
Platinum | +58.68% | 10 - 2 |
|
EWO
|
Austria | +57.90% | 7 - 5 |
|
EWD
|
Sweden | +55.33% | 8 - 4 |
|
EWH
|
Hong Kong | +55.11% | 8 - 4 |
|
QQQ
|
US Technology | +54.68% | 9 - 3 |
|
EWW
|
Mexico | +53.84% | 9 - 3 |
|
EWC
|
Canada | +53.13% | 7 - 5 |
|
EZA
|
South Africa | +51.55% | 9 - 3 |
|
XLK
|
Information Technology | +51.32% | 9 - 3 |
|
EWK
|
Belgium | +49.46% | 7 - 5 |
|
EWM
|
Malaysia | +49.42% | 8 - 4 |
|
XLB
|
Materials | +48.18% | 8 - 4 |
|
SLV
|
Silver | +47.68% | 7 - 5 |
|
FXI
|
China | +47.37% | 8 - 4 |
|
IJK
|
US Mid Cap Growth | +41.12% | 9 - 3 |
|
EWN
|
Netherlands | +40.77% | 8 - 4 |
|
XLY
|
Consumer Discretionary | +40.57% | 8 - 4 |
|
PFF
|
US Preferred Stocks | +38.67% | 8 - 4 |
|
VOE
|
US Mid Cap Value | +38.23% | 8 - 4 |
|
IJH
|
US Mid Cap Blend | +37.81% | 9 - 3 |
|
EWU
|
United Kingdom | +36.17% | 8 - 4 |
|
VUG
|
US Large Cap Growth | +36.13% | 9 - 3 |
|
EWP
|
Spain | +33.02% | 8 - 4 |
|
VT
|
World All Countries | +32.65% | 8 - 4 |
|
CGW
|
Global Water | +31.49% | 9 - 3 |
|
VGK
|
Europe | +31.33% | 7 - 5 |
|
XLRE
|
Real Estate | +30.08% | 8 - 4 |
|
VNQ
|
US REITs | +30.08% | 8 - 4 |
|
XLC
|
Communication Services | +29.45% | 8 - 4 |
|
VTI
|
US Total Stock Market | +28.89% | 9 - 3 |
|
IJT
|
US Small Cap Growth | +28.78% | 9 - 3 |
|
HYG
|
US High Yield Bonds | +28.57% | 8 - 4 |
|
EWQ
|
France | +27.18% | 8 - 4 |
|
EFA
|
EAFE Stocks | +26.95% | 8 - 4 |
|
SPY
|
US Large Cap Blend | +26.36% | 8 - 4 |
|
IJR
|
US Small Cap Blend | +25.88% | 9 - 3 |
|
GLD
|
Gold | +24.03% | 8 - 4 |
|
IJS
|
US Small Cap Value | +22.36% | 9 - 3 |
|
XLI
|
Industrials | +22.07% | 8 - 4 |
|
EWL
|
Switzerland | +22.07% | 8 - 4 |
|
EWI
|
Italy | +22.02% | 7 - 5 |
|
XLE
|
Energy | +21.79% | 9 - 3 |
|
EWG
|
Germany | +20.43% | 7 - 5 |
|
VPL
|
Pacific | +20.34% | 9 - 3 |
|
VTV
|
US Large Cap Value | +19.86% | 8 - 4 |
|
XLV
|
Healthcare | +19.51% | 8 - 4 |
|
USO
|
WTI Crude Oil | +18.67% | 6 - 6 |
|
IGF
|
Global Infrastructure | +18.23% | 9 - 3 |
|
XLF
|
Financials | +17.61% | 7 - 5 |
|
DBC
|
Commodities | +16.19% | 5 - 7 |
|
EMB
|
Emerg. Market Bonds | +15.38% | 9 - 3 |
|
BNDX
|
International Bonds | +15.30% | 10 - 2 |
|
XLP
|
Consumer Staples | +14.28% | 9 - 3 |
|
XLU
|
Utilities | +11.71% | 9 - 3 |
|
TIP
|
US TIPS | +8.94% | 8 - 4 |
|
LQD
|
US Invest. Grade Bonds | +8.46% | 8 - 4 |
|
ICLN
|
Global Clean Energy | +5.46% | 7 - 5 |
|
BND
|
US Total Bond Market | +3.64% | 9 - 3 |
|
EWJ
|
Japan | +3.13% | 8 - 4 |
|
BIL
|
US Cash | +0.27% | 7 - 5 |
|
TLT
|
US Long Term Treasuries | -21.80% | 6 - 6 |
|
UNG
|
Natural Gas | -56.50% | 3 - 9 |
| Legend: Stocks Fixed Income Commodities |
