Period: 01 Jan 2011 - 31 Dec 2011 (12 months).
The best ETF Portfolio of 2011 is:
Ray Dalio All Weather Portfolio with Bitcoin, with a +45.03% return.
The best Investment Theme of 2011 is:
US Long Term Treasuries, with a +33.96% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2011 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2011 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2011 RETURNS AND STATS
Period: 01 Jan 2011 - 31 Dec 2011
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| All Weather Portfolio with Bitcoin | Ray Dalio | +45.03% | 6 - 6 | |
| Permanent Portfolio with Bitcoin | Harry Browne | +40.38% | 5 - 7 | |
| Golden Butterfly with Bitcoin | Tyler | +38.12% | 7 - 5 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +35.50% | 6 - 6 | |
| Stocks/Bonds 40/60 with Bitcoin | +34.51% | 6 - 6 | ||
| All Weather Portfolio 2x Leveraged | Ray Dalio | +33.40% | 10 - 2 | |
| Stocks/Bonds 60/40 with Bitcoin | +33.12% | 6 - 6 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +18.75% | 10 - 2 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | +17.58% | 8 - 4 | |
| Stocks/Bonds 40/60 2x Leveraged | +17.29% | 9 - 3 | ||
| All Weather Portfolio | Ray Dalio | +15.64% | 10 - 2 | |
| 10-year Treasury | +15.64% | 7 - 5 | ||
| Cockroach Portfolio | Tony Dong | +14.26% | 8 - 4 | |
| US Inflation Protection | +13.28% | 11 - 1 | ||
| US Stocks Minimum Volatility | +12.70% | 7 - 5 | ||
| Golden Butterfly 2x Leveraged | Tyler | +12.18% | 8 - 4 | |
| Permanent Portfolio | Harry Browne | +11.11% | 8 - 4 | |
| Stocks/Bonds 60/40 2x Leveraged | +10.55% | 6 - 6 | ||
| Simplified Permanent Portfolio | The Lazy Team | +10.45% | 8 - 4 | |
| PISI Portfolio | Davide Pisicchio | +10.04% | 9 - 3 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | +9.95% | 7 - 5 | |
| Odd-Stats Strategy | Aim Ways | +9.59% | 8 - 4 | |
| Gold | +9.57% | 7 - 5 | ||
| High Yield Bonds Income | The Lazy Team | +9.07% | 8 - 4 | |
| Paul Boyer Portfolio | Paul Boyer | +8.99% | 7 - 5 | |
| Golden Butterfly | Tyler | +8.86% | 7 - 5 | |
| Total Bond Developed World ex-US | +8.60% | 10 - 2 | ||
| All Country World Bonds | +8.12% | 9 - 3 | ||
| Gold Pivot Ptf | Aim Ways | +8.11% | 6 - 6 | |
| Total Bond US | +7.92% | 9 - 3 | ||
| Rob Arnott Portfolio | Rob Arnott | +7.73% | 7 - 5 | |
| Ulcer Free Strategy | Aim Ways | +7.68% | 7 - 5 | |
| Stocks/Bonds 20/80 Momentum | +7.52% | 8 - 4 | ||
| US Stocks Quality | +7.32% | 7 - 5 | ||
| Stocks/Bonds 40/60 Momentum | +7.13% | 8 - 4 | ||
| Couch Potato | Scott Burns | +7.12% | 8 - 4 | |
| Weird Portfolio | Value Stock Geek | +7.07% | 6 - 6 | |
| Shield Strategy | Aim Ways | +6.97% | 6 - 6 | |
| Conservative Income | Charles Schwab | +6.88% | 9 - 3 | |
| Stocks/Bonds 60/40 Momentum | +6.73% | 6 - 6 | ||
| Global Market Portfolio | Credit Suisse | +6.64% | 8 - 4 | |
| Stocks/Bonds 20/80 | +6.53% | 8 - 4 | ||
| GAA Global Asset Allocation | Mebane Faber | +6.44% | 7 - 5 | |
| Stocks/Bonds 80/20 Momentum | +6.33% | 6 - 6 | ||
| Desert Portfolio | Gyroscopic Investing | +6.23% | 9 - 3 | |
| Sheltered Sam 0/100 | Bill Bernstein | +6.17% | 11 - 1 | |
| In Saecula Saeculorum | Fulvio Marchese | +6.12% | 8 - 4 | |
| Dimensional Retirement Income Fund | DFA | +6.06% | 8 - 4 | |
| US Stocks Momentum | +5.93% | 6 - 6 | ||
| Talmud Portfolio | Roger Gibson | +5.83% | 7 - 5 | |
| LifeStrategy Income Fund | Vanguard | +5.49% | 7 - 5 | |
| Sheltered Sam 10/90 | Bill Bernstein | +5.36% | 10 - 2 | |
| Stocks/Bonds 40/60 | +5.14% | 8 - 4 | ||
| All Country World 20/80 | +4.99% | 8 - 4 | ||
| Marc Faber Portfolio | Marc Faber | +4.97% | 5 - 7 | |
| Sheltered Sam 20/80 | Bill Bernstein | +4.55% | 8 - 4 | |
| Developed World ex-US 20/80 | +4.42% | 7 - 5 | ||
| One-Decision Portfolio | Marvin Appel | +3.87% | 7 - 5 | |
| Stocks/Bonds 60/40 | +3.75% | 6 - 6 | ||
| Sheltered Sam 30/70 | Bill Bernstein | +3.74% | 7 - 5 | |
| Aim comfortable trip | Aim Ways | +3.71% | 5 - 7 | |
| Nano Portfolio | John Wasik | +3.71% | 6 - 6 | |
| Edge Select Conservative | Merrill Lynch | +3.69% | 8 - 4 | |
| Lifepath Fund | iShares | +3.66% | 7 - 5 | |
| Five Fold | Scott Burns | +3.49% | 6 - 6 | |
| Technology | +3.47% | 5 - 7 | ||
| Edge Select Moderately Conservative | Merrill Lynch | +3.41% | 8 - 4 | |
| Six Ways from Sunday | Scott Burns | +3.38% | 7 - 5 | |
| Larry Portfolio | Larry Swedroe | +3.23% | 9 - 3 | |
| Dynamic 60/40 Income | The Lazy Team | +3.16% | 6 - 6 | |
| Seven Value | Scott Burns | +3.05% | 7 - 5 | |
| Dynamic 40/60 Income | The Lazy Team | +2.96% | 7 - 5 | |
| Sheltered Sam 40/60 | Bill Bernstein | +2.93% | 7 - 5 | |
| LifeStrategy Conservative Growth | Vanguard | +2.86% | 7 - 5 | |
| Coffeehouse | Bill Schultheis | +2.80% | 6 - 6 | |
| Simple Path to Wealth | JL Collins | +2.71% | 6 - 6 | |
| Yale Endowment | David Swensen | +2.46% | 6 - 6 | |
| Stocks/Bonds 80/20 | +2.36% | 6 - 6 | ||
| Tilt Toward Value | Time Money Inc | +2.21% | 5 - 7 | |
| Lazy Portfolio | David Swensen | +2.21% | 7 - 5 | |
| Four Square | Scott Burns | +2.20% | 7 - 5 | |
| Sheltered Sam 50/50 | Bill Bernstein | +2.12% | 6 - 6 | |
| Robust | Alpha Architect | +2.08% | 6 - 6 | |
| Robo Advisor 20 Value Tilt | Betterment | +1.94% | 8 - 4 | |
| Eliminate Fat Tails | Larry Swedroe | +1.93% | 6 - 6 | |
| All Country World 40/60 | +1.87% | 7 - 5 | ||
| Robo Advisor 10 Value Tilt | Betterment | +1.84% | 8 - 4 | |
| Robo Advisor 0 | Betterment | +1.74% | 8 - 4 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +1.70% | 5 - 7 | |
| Family Taxable Portfolio | Ted Aronson | +1.62% | 6 - 6 | |
| Simple and Cheap | Time Money Inc | +1.58% | 5 - 7 | |
| Short Term Treasury | +1.44% | 8 - 4 | ||
| Warren Buffett Portfolio | Warren Buffett | +1.43% | 6 - 6 | |
| Edge Select Moderate | Merrill Lynch | +1.36% | 6 - 6 | |
| Sheltered Sam 60/40 | Bill Bernstein | +1.31% | 6 - 6 | |
| Robo Advisor 50 Value Tilt | Betterment | +1.17% | 6 - 6 | |
| Late Sixties and Beyond | Burton Malkiel | +1.01% | 6 - 6 | |
| US Stocks | +0.97% | 6 - 6 | ||
| Sandwich Portfolio | Bob Clyatt | +0.70% | 6 - 6 | |
| Aggressive Global Income | The Lazy Team | +0.62% | 6 - 6 | |
| Stocks/Bonds 40/60 ESG | +0.56% | 6 - 6 | ||
| Sheltered Sam 70/30 | Bill Bernstein | +0.50% | 6 - 6 | |
| Dedalo Four | Dedalo Invest | +0.38% | 6 - 6 | |
| Developed World ex-US 40/60 | +0.24% | 6 - 6 | ||
| LifeStrategy Moderate Growth | Vanguard | +0.23% | 6 - 6 | |
| Five Asset | Roger Gibson | +0.22% | 7 - 5 | |
| Margaritaville | Scott Burns | +0.08% | 5 - 7 | |
| Ivy Portfolio | Mebane Faber | +0.04% | 7 - 5 | |
| US Cash | -0.04% | 9 - 3 | ||
| Pinwheel | Tyler | -0.25% | 6 - 6 | |
| US Stocks Value | -0.29% | 6 - 6 | ||
| Sheltered Sam 80/20 | Bill Bernstein | -0.32% | 6 - 6 | |
| 7Twelve Portfolio | Craig Israelsen | -0.33% | 6 - 6 | |
| Ultimate Buy&Hold | FundAdvice | -0.58% | 6 - 6 | |
| Developed World ex-US 40/60 Momentum | -0.59% | 6 - 6 | ||
| Core Four | Rick Ferri | -0.63% | 5 - 7 | |
| US Stocks Equal Weight | -0.67% | 6 - 6 | ||
| Simple Money Portfolio | Tim Maurer | -0.69% | 5 - 7 | |
| Edge Select Moderately Aggressive | Merrill Lynch | -0.71% | 6 - 6 | |
| Mid-Fifties | Burton Malkiel | -0.94% | 6 - 6 | |
| Coward's Portfolio | Bill Bernstein | -1.01% | 6 - 6 | |
| Gone Fishin' Portfolio | Alexander Green | -1.05% | 5 - 7 | |
| Sheltered Sam 90/10 | Bill Bernstein | -1.13% | 6 - 6 | |
| All Country World 60/40 | -1.26% | 6 - 6 | ||
| Big Rocks Portfolio | Larry Swedroe | -1.31% | 6 - 6 | |
| Gretchen Tai Portfolio | Gretchen Tai | -1.45% | 6 - 6 | |
| Stocks/Bonds 60/40 ESG | -1.55% | 5 - 7 | ||
| Dedalo Three | Dedalo Invest | -1.57% | 6 - 6 | |
| Four Funds | Bogleheads | -1.60% | 5 - 7 | |
| Dedalo Eleven | Dedalo Invest | -1.61% | 6 - 6 | |
| Sheltered Sam 100/0 | Bill Bernstein | -1.94% | 6 - 6 | |
| Three Funds | Bogleheads | -2.14% | 6 - 6 | |
| Late Thirties to Early Forties | Burton Malkiel | -2.39% | 6 - 6 | |
| LifeStrategy Growth Fund | Vanguard | -2.40% | 6 - 6 | |
| No Brainer Portfolio | Bill Bernstein | -2.59% | 6 - 6 | |
| Edge Select Aggressive | Merrill Lynch | -2.72% | 5 - 7 | |
| Second Grader's Starter | Paul Farrell | -2.83% | 6 - 6 | |
| Ideal Index | Frank Armstrong | -2.98% | 6 - 6 | |
| Mid-Twenties | Burton Malkiel | -3.11% | 6 - 6 | |
| Robo Advisor 80 Value Tilt | Betterment | -3.14% | 6 - 6 | |
| Andrew Tobias Portfolio | Andrew Tobias | -3.28% | 4 - 8 | |
| Long Term Portfolio | Ben Stein | -3.35% | 6 - 6 | |
| Perfect Portfolio | Ben Stein | -3.70% | 5 - 7 | |
| Developed World ex-US 60/40 | -3.94% | 4 - 8 | ||
| All Country World 80/20 | -4.38% | 4 - 8 | ||
| Robo Advisor 90 Value Tilt | Betterment | -4.58% | 5 - 7 | |
| Developed World ex-US 60/40 Momentum | -5.18% | 5 - 7 | ||
| US Stocks ESG | -5.78% | 5 - 7 | ||
| Robo Advisor 100 Value Tilt | Betterment | -5.87% | 5 - 7 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | -6.03% | 5 - 7 | |
| All Country World Stocks | -7.50% | 4 - 8 | ||
| Developed World ex-US 80/20 | -8.12% | 4 - 8 | ||
| European Stocks | -11.64% | 4 - 8 | ||
| Developed World ex-US Stocks | -12.30% | 4 - 8 | ||
| Developed World ex-US Stocks Momentum | -14.36% | 4 - 8 | ||
| Emerging Markets Stocks | -18.82% | 3 - 9 |
2011 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2011 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2011 RETURNS AND STATS
Period: 01 Jan 2011 - 31 Dec 2011
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
TLT
|
US Long Term Treasuries | +33.96% | 9 - 3 |
|
XLU
|
Utilities | +19.62% | 10 - 2 |
|
BNO
|
Brent Oil | +19.52% | 7 - 5 |
|
XLP
|
Consumer Staples | +14.07% | 8 - 4 |
|
TIP
|
US TIPS | +13.28% | 11 - 1 |
|
XLV
|
Healthcare | +12.39% | 8 - 4 |
|
LQD
|
US Invest. Grade Bonds | +9.73% | 9 - 3 |
|
GLD
|
Gold | +9.57% | 7 - 5 |
|
XLRE
|
Real Estate | +8.62% | 7 - 5 |
|
VNQ
|
US REITs | +8.62% | 7 - 5 |
|
BNDX
|
International Bonds | +8.60% | 10 - 2 |
|
BND
|
US Total Bond Market | +7.92% | 9 - 3 |
|
EMB
|
Emerg. Market Bonds | +7.64% | 8 - 4 |
|
HYG
|
US High Yield Bonds | +6.77% | 8 - 4 |
|
XLY
|
Consumer Discretionary | +5.99% | 4 - 8 |
|
QQQ
|
US Technology | +3.47% | 5 - 7 |
|
IJT
|
US Small Cap Growth | +3.26% | 8 - 4 |
|
XLE
|
Energy | +2.84% | 7 - 5 |
|
XLK
|
Information Technology | +2.61% | 5 - 7 |
|
EIDO
|
Indonesia | +1.91% | 8 - 4 |
|
SPY
|
US Large Cap Blend | +1.89% | 6 - 6 |
|
VUG
|
US Large Cap Growth | +1.82% | 5 - 7 |
|
VTV
|
US Large Cap Value | +1.11% | 5 - 7 |
|
VTI
|
US Total Stock Market | +0.97% | 6 - 6 |
|
IJR
|
US Small Cap Blend | +0.79% | 7 - 5 |
|
ENZL
|
New Zealand | -0.02% | 6 - 6 |
|
BIL
|
US Cash | -0.04% | 9 - 3 |
|
VOE
|
US Mid Cap Value | -0.40% | 7 - 5 |
|
XLI
|
Industrials | -1.11% | 7 - 5 |
|
IGF
|
Global Infrastructure | -1.19% | 4 - 8 |
|
IJK
|
US Mid Cap Growth | -1.34% | 5 - 7 |
|
IJS
|
US Small Cap Value | -1.65% | 6 - 6 |
|
PFF
|
US Preferred Stocks | -2.00% | 7 - 5 |
|
XLC
|
Communication Services | -2.17% | 7 - 5 |
|
IJH
|
US Mid Cap Blend | -2.18% | 5 - 7 |
|
USO
|
WTI Crude Oil | -2.28% | 6 - 6 |
|
DBC
|
Commodities | -2.58% | 6 - 6 |
|
EWM
|
Malaysia | -2.67% | 6 - 6 |
|
EWU
|
United Kingdom | -3.96% | 4 - 8 |
|
THD
|
Thailand | -4.24% | 6 - 6 |
|
EPHE
|
Philippines | -4.46% | 6 - 6 |
|
EIRL
|
Ireland | -4.85% | 4 - 8 |
|
VT
|
World All Countries | -7.50% | 4 - 8 |
|
CGW
|
Global Water | -7.79% | 4 - 8 |
|
EWL
|
Switzerland | -7.90% | 5 - 7 |
|
EWP
|
Spain | -10.08% | 5 - 7 |
|
SLV
|
Silver | -10.74% | 6 - 6 |
|
XLB
|
Materials | -10.93% | 6 - 6 |
|
VGK
|
Europe | -11.64% | 4 - 8 |
|
EWA
|
Australia | -11.65% | 4 - 8 |
|
EWW
|
Mexico | -11.98% | 5 - 7 |
|
EFA
|
EAFE Stocks | -12.25% | 4 - 8 |
|
EWC
|
Canada | -12.43% | 4 - 8 |
|
EMIF
|
Emerging Markets Infrastructure | -13.32% | 3 - 9 |
|
EWY
|
South Korea | -13.53% | 6 - 6 |
|
VPL
|
Pacific | -13.76% | 5 - 7 |
|
EWJ
|
Japan | -14.78% | 6 - 6 |
|
GXG
|
Colombia | -15.22% | 4 - 8 |
|
EWK
|
Belgium | -15.38% | 5 - 7 |
|
EZA
|
South Africa | -15.73% | 5 - 7 |
|
EWN
|
Netherlands | -16.02% | 5 - 7 |
|
EWH
|
Hong Kong | -16.21% | 6 - 6 |
|
EWD
|
Sweden | -16.73% | 4 - 8 |
|
XLF
|
Financials | -17.15% | 4 - 8 |
|
FXI
|
China | -17.56% | 5 - 7 |
|
EWG
|
Germany | -17.65% | 5 - 7 |
|
EWQ
|
France | -17.68% | 6 - 6 |
|
NORW
|
Norway | -18.41% | 4 - 8 |
|
EWS
|
Singapore | -18.67% | 4 - 8 |
|
EEM
|
Emerging Markets | -18.82% | 3 - 9 |
|
PALL
|
Palladium | -19.16% | 5 - 7 |
|
PPLT
|
Platinum | -21.74% | 6 - 6 |
|
EPU
|
Peru | -21.80% | 4 - 8 |
|
EWT
|
Taiwan | -21.87% | 3 - 9 |
|
CPER
|
Copper | -22.71% | 5 - 7 |
|
FLLA
|
Latin America | -23.95% | 4 - 8 |
|
EWI
|
Italy | -24.10% | 5 - 7 |
|
EWZ
|
Brazil | -24.17% | 4 - 8 |
|
ECH
|
Chile | -26.44% | 3 - 9 |
|
EPOL
|
Poland | -32.16% | 5 - 7 |
|
EIS
|
Israel | -32.72% | 3 - 9 |
|
EWO
|
Austria | -34.23% | 5 - 7 |
|
TUR
|
Turkey | -36.56% | 3 - 9 |
|
VNM
|
Vietnam | -43.82% | 4 - 8 |
|
ICLN
|
Global Clean Energy | -43.96% | 4 - 8 |
|
UNG
|
Natural Gas | -46.08% | 4 - 8 |
| Legend: Stocks Fixed Income Commodities |
