Period: 01 Jan 2013 - 31 Dec 2013 (12 months).
The best ETF Portfolio of 2013 is:
Stocks/Bonds 60/40 with Bitcoin Portfolio, with a +142.67% return.
The best Investment Theme of 2013 is:
Global Clean Energy, with a +49.10% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2013 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2013 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2013 RETURNS AND STATS
Period: 01 Jan 2013 - 31 Dec 2013
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| Stocks/Bonds 60/40 with Bitcoin | +142.67% | 9 - 3 | ||
| Stocks/Bonds 40/60 with Bitcoin | +135.55% | 9 - 3 | ||
| Golden Butterfly with Bitcoin | Tyler | +130.58% | 9 - 3 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +130.41% | 9 - 3 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | +125.82% | 9 - 3 | |
| Permanent Portfolio with Bitcoin | Harry Browne | +122.23% | 9 - 3 | |
| US Stocks ESG | +38.98% | 9 - 3 | ||
| Stocks/Bonds 60/40 2x Leveraged | +37.26% | 10 - 2 | ||
| Technology | +36.63% | 10 - 2 | ||
| US Stocks Equal Weight | +35.54% | 10 - 2 | ||
| US Stocks Momentum | +34.58% | 10 - 2 | ||
| US Stocks Quality | +34.11% | 10 - 2 | ||
| US Stocks | +33.45% | 10 - 2 | ||
| Cape US Sector Value | Robert Shiller | +33.36% | 10 - 2 | |
| US Stocks Value | +32.19% | 10 - 2 | ||
| Diavola Portfolio | Davide Pisicchio | +30.82% | 10 - 2 | |
| Dedalo Three | Dedalo Invest | +30.30% | 10 - 2 | |
| Warren Buffett Portfolio | Warren Buffett | +29.44% | 10 - 2 | |
| Stocks/Bonds 80/20 Momentum | +27.24% | 10 - 2 | ||
| Stocks/Bonds 80/20 | +26.34% | 10 - 2 | ||
| Sheltered Sam 100/0 | Bill Bernstein | +25.60% | 10 - 2 | |
| Robo Advisor 100 Value Tilt | Betterment | +25.26% | 10 - 2 | |
| US Stocks Minimum Volatility | +25.09% | 9 - 3 | ||
| Simple Path to Wealth | JL Collins | +24.56% | 10 - 2 | |
| European Stocks | +24.38% | 9 - 3 | ||
| Ultimate Buy and Hold Strategy | Paul Merriman | +24.33% | 9 - 3 | |
| Second Grader's Starter | Paul Farrell | +24.11% | 10 - 2 | |
| Dedalo Four | Dedalo Invest | +23.97% | 10 - 2 | |
| All Country World Stocks | +22.95% | 8 - 4 | ||
| Sheltered Sam 90/10 | Bill Bernstein | +22.71% | 10 - 2 | |
| Stocks/Bonds 60/40 ESG | +22.59% | 10 - 2 | ||
| Robo Advisor 90 Value Tilt | Betterment | +22.35% | 9 - 3 | |
| Developed World ex-US Stocks Momentum | +22.20% | 9 - 3 | ||
| No Brainer Portfolio | Bill Bernstein | +22.10% | 10 - 2 | |
| Developed World ex-US Stocks | +21.83% | 8 - 4 | ||
| Pepperoni Portfolio | Davide Pisicchio | +20.87% | 10 - 2 | |
| Dedalo Eleven | Dedalo Invest | +20.75% | 9 - 3 | |
| Stocks/Bonds 40/60 2x Leveraged | +20.66% | 9 - 3 | ||
| Edge Select Aggressive | Merrill Lynch | +20.62% | 9 - 3 | |
| Three Funds | Bogleheads | +20.56% | 9 - 3 | |
| LifeStrategy Growth Fund | Vanguard | +20.25% | 9 - 3 | |
| Four Funds | Bogleheads | +19.92% | 9 - 3 | |
| Stocks/Bonds 60/40 Momentum | +19.91% | 10 - 2 | ||
| Sheltered Sam 80/20 | Bill Bernstein | +19.83% | 9 - 3 | |
| Aggressive Global Income | The Lazy Team | +19.30% | 9 - 3 | |
| Robo Advisor 80 Value Tilt | Betterment | +19.28% | 9 - 3 | |
| Stocks/Bonds 60/40 | +19.23% | 10 - 2 | ||
| Core Four | Rick Ferri | +19.22% | 9 - 3 | |
| Robust | Alpha Architect | +19.10% | 9 - 3 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | +19.08% | 8 - 4 | |
| Andrew Tobias Portfolio | Andrew Tobias | +18.36% | 9 - 3 | |
| Perfect Portfolio | Ben Stein | +18.20% | 9 - 3 | |
| Long Term Portfolio | Ben Stein | +18.10% | 9 - 3 | |
| All Country World 80/20 | +17.86% | 8 - 4 | ||
| Simple Money Portfolio | Tim Maurer | +17.81% | 9 - 3 | |
| Golden Butterfly 2x Leveraged | Tyler | +17.56% | 7 - 5 | |
| Developed World ex-US 80/20 | +17.30% | 8 - 4 | ||
| Sheltered Sam 70/30 | Bill Bernstein | +16.94% | 9 - 3 | |
| Edge Select Moderately Aggressive | Merrill Lynch | +16.88% | 9 - 3 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +16.71% | 9 - 3 | |
| Big Rocks Portfolio | Larry Swedroe | +16.68% | 10 - 2 | |
| Mid-Twenties | Burton Malkiel | +16.66% | 9 - 3 | |
| Late Thirties to Early Forties | Burton Malkiel | +16.37% | 9 - 3 | |
| Coward's Portfolio | Bill Bernstein | +16.34% | 10 - 2 | |
| Ideal Index | Frank Armstrong | +16.03% | 9 - 3 | |
| Family Taxable Portfolio | Ted Aronson | +16.00% | 9 - 3 | |
| Capricciosa Portfolio | Davide Pisicchio | +15.69% | 10 - 2 | |
| Coffeehouse | Bill Schultheis | +15.45% | 9 - 3 | |
| LifeStrategy Moderate Growth | Vanguard | +14.76% | 9 - 3 | |
| Mid-Fifties | Burton Malkiel | +14.67% | 9 - 3 | |
| Gretchen Tai Portfolio | Gretchen Tai | +14.58% | 9 - 3 | |
| Stocks/Bonds 40/60 ESG | +14.40% | 10 - 2 | ||
| Seven Value | Scott Burns | +14.33% | 9 - 3 | |
| Sheltered Sam 60/40 | Bill Bernstein | +14.05% | 9 - 3 | |
| Tilt Toward Value | Time Money Inc | +13.63% | 9 - 3 | |
| Ultimate Buy&Hold | FundAdvice | +13.47% | 9 - 3 | |
| Gone Fishin' Portfolio | Alexander Green | +13.26% | 8 - 4 | |
| Margaritaville | Scott Burns | +13.25% | 9 - 3 | |
| Developed World ex-US 60/40 Momentum | +12.99% | 9 - 3 | ||
| Edge Select Moderate | Merrill Lynch | +12.89% | 9 - 3 | |
| Developed World ex-US 60/40 | +12.77% | 8 - 4 | ||
| All Country World 60/40 | +12.77% | 9 - 3 | ||
| Sandwich Portfolio | Bob Clyatt | +12.69% | 9 - 3 | |
| Stocks/Bonds 40/60 Momentum | +12.57% | 9 - 3 | ||
| Late Sixties and Beyond | Burton Malkiel | +12.49% | 9 - 3 | |
| Couch Potato | Scott Burns | +12.48% | 9 - 3 | |
| Simple and Cheap | Time Money Inc | +12.39% | 9 - 3 | |
| Stocks/Bonds 40/60 | +12.12% | 9 - 3 | ||
| Yale Endowment | David Swensen | +12.04% | 8 - 4 | |
| Talmud Portfolio | Roger Gibson | +11.22% | 8 - 4 | |
| Sheltered Sam 50/50 | Bill Bernstein | +11.17% | 9 - 3 | |
| Six Ways from Sunday | Scott Burns | +11.16% | 8 - 4 | |
| Lazy Portfolio | David Swensen | +10.89% | 8 - 4 | |
| In Saecula Saeculorum | Fulvio Marchese | +10.73% | 9 - 3 | |
| Four Seasons Portfolio | Davide Pisicchio | +10.50% | 9 - 3 | |
| One-Decision Portfolio | Marvin Appel | +10.43% | 9 - 3 | |
| Robo Advisor 50 Value Tilt | Betterment | +10.19% | 9 - 3 | |
| 7Twelve Portfolio | Craig Israelsen | +9.98% | 8 - 4 | |
| Four Square | Scott Burns | +9.58% | 9 - 3 | |
| Nano Portfolio | John Wasik | +9.31% | 8 - 4 | |
| LifeStrategy Conservative Growth | Vanguard | +9.27% | 9 - 3 | |
| Cockroach Portfolio | Tony Dong | +9.27% | 8 - 4 | |
| Ivy Portfolio | Mebane Faber | +9.20% | 7 - 5 | |
| Lifepath Fund | iShares | +9.07% | 9 - 3 | |
| Pinwheel | Tyler | +9.02% | 7 - 5 | |
| Edge Select Moderately Conservative | Merrill Lynch | +8.82% | 9 - 3 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | +8.66% | 9 - 3 | |
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +8.45% | 8 - 4 | |
| Developed World ex-US 40/60 Momentum | +8.39% | 9 - 3 | ||
| Sheltered Sam 40/60 | Bill Bernstein | +8.28% | 9 - 3 | |
| Developed World ex-US 40/60 | +8.25% | 9 - 3 | ||
| Dynamic 60/40 Income | The Lazy Team | +8.15% | 8 - 4 | |
| Five Fold | Scott Burns | +8.13% | 8 - 4 | |
| Five Asset | Roger Gibson | +8.12% | 7 - 5 | |
| Aim comfortable trip | Aim Ways | +7.86% | 8 - 4 | |
| Odd-Stats Strategy | Aim Ways | +7.82% | 9 - 3 | |
| All Country World 40/60 | +7.68% | 9 - 3 | ||
| Shield Strategy | Aim Ways | +7.50% | 8 - 4 | |
| Margherita Portfolio | Davide Pisicchio | +6.97% | 9 - 3 | |
| Larry Portfolio | Larry Swedroe | +6.31% | 8 - 4 | |
| Golden Butterfly | Tyler | +6.26% | 7 - 5 | |
| Dynamic 40/60 Income | The Lazy Team | +6.13% | 9 - 3 | |
| Desert Portfolio | Gyroscopic Investing | +6.10% | 9 - 3 | |
| Global Market Portfolio | Credit Suisse | +5.77% | 9 - 3 | |
| Weird Portfolio | Value Stock Geek | +5.71% | 8 - 4 | |
| Sheltered Sam 30/70 | Bill Bernstein | +5.39% | 9 - 3 | |
| Stocks/Bonds 20/80 Momentum | +5.23% | 9 - 3 | ||
| Edge Select Conservative | Merrill Lynch | +5.12% | 9 - 3 | |
| Stocks/Bonds 20/80 | +5.01% | 9 - 3 | ||
| GAA Global Asset Allocation | Mebane Faber | +4.79% | 8 - 4 | |
| PISI Portfolio | Davide Pisicchio | +3.96% | 8 - 4 | |
| Robo Advisor 20 Value Tilt | Betterment | +3.86% | 9 - 3 | |
| LifeStrategy Income Fund | Vanguard | +3.78% | 9 - 3 | |
| Developed World ex-US 20/80 | +3.72% | 9 - 3 | ||
| Eliminate Fat Tails | Larry Swedroe | +2.64% | 7 - 5 | |
| All Country World 20/80 | +2.59% | 9 - 3 | ||
| Sheltered Sam 20/80 | Bill Bernstein | +2.51% | 8 - 4 | |
| Robo Advisor 10 Value Tilt | Betterment | +1.99% | 9 - 3 | |
| Ulcer Free Strategy | Aim Ways | +1.73% | 8 - 4 | |
| All Weather Portfolio | Ray Dalio | +1.71% | 8 - 4 | |
| Rob Arnott Portfolio | Rob Arnott | +1.41% | 8 - 4 | |
| Dimensional Retirement Income Fund | DFA | +1.29% | 8 - 4 | |
| Short Term Treasury | +0.21% | 8 - 4 | ||
| Robo Advisor 0 | Betterment | +0.20% | 8 - 4 | |
| US Cash | -0.09% | 7 - 5 | ||
| Sheltered Sam 10/90 | Bill Bernstein | -0.38% | 7 - 5 | |
| High Yield Bonds Income | The Lazy Team | -0.40% | 6 - 6 | |
| Total Bond Developed World ex-US | -0.81% | 7 - 5 | ||
| Marc Faber Portfolio | Marc Faber | -1.18% | 6 - 6 | |
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | -1.57% | 5 - 7 | |
| Simplified Permanent Portfolio | The Lazy Team | -1.76% | 5 - 7 | |
| Gold Pivot Ptf | Aim Ways | -1.77% | 5 - 7 | |
| Conservative Income | Charles Schwab | -1.91% | 6 - 6 | |
| Permanent Portfolio | Harry Browne | -2.08% | 5 - 7 | |
| Total Bond US | -2.10% | 6 - 6 | ||
| All Country World Bonds | -2.50% | 6 - 6 | ||
| Sheltered Sam 0/100 | Bill Bernstein | -3.27% | 6 - 6 | |
| Emerging Markets Stocks | -3.69% | 4 - 8 | ||
| Paul Boyer Portfolio | Paul Boyer | -5.67% | 5 - 7 | |
| 10-year Treasury | -6.09% | 5 - 7 | ||
| US Inflation Protection | -8.49% | 6 - 6 | ||
| Gold | -28.33% | 3 - 9 |
2013 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2013 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2013 RETURNS AND STATS
Period: 01 Jan 2013 - 31 Dec 2013
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
ICLN
|
Global Clean Energy | +49.10% | 7 - 5 |
|
EIRL
|
Ireland | +45.55% | 11 - 1 |
|
XLY
|
Consumer Discretionary | +42.73% | 11 - 1 |
|
EDEN
|
Denmark | +42.27% | 9 - 3 |
|
IJT
|
US Small Cap Growth | +42.26% | 9 - 3 |
|
XLV
|
Healthcare | +41.40% | 10 - 2 |
|
IJR
|
US Small Cap Blend | +41.32% | 9 - 3 |
|
XLI
|
Industrials | +40.55% | 9 - 3 |
|
IJS
|
US Small Cap Value | +39.34% | 10 - 2 |
|
VOE
|
US Mid Cap Value | +37.76% | 10 - 2 |
|
QQQ
|
US Technology | +36.63% | 10 - 2 |
|
XLF
|
Financials | +35.52% | 10 - 2 |
|
IJH
|
US Mid Cap Blend | +33.46% | 10 - 2 |
|
VTI
|
US Total Stock Market | +33.45% | 10 - 2 |
|
VTV
|
US Large Cap Value | +33.10% | 10 - 2 |
|
IJK
|
US Mid Cap Growth | +32.57% | 10 - 2 |
|
VUG
|
US Large Cap Growth | +32.48% | 10 - 2 |
|
SPY
|
US Large Cap Blend | +32.31% | 10 - 2 |
|
EWP
|
Spain | +31.86% | 6 - 6 |
|
EWG
|
Germany | +30.83% | 8 - 4 |
|
EWN
|
Netherlands | +28.71% | 9 - 3 |
|
XLP
|
Consumer Staples | +26.30% | 9 - 3 |
|
XLE
|
Energy | +26.25% | 9 - 3 |
|
CGW
|
Global Water | +26.25% | 10 - 2 |
|
XLK
|
Information Technology | +26.25% | 10 - 2 |
|
XLB
|
Materials | +26.00% | 9 - 3 |
|
EWJ
|
Japan | +25.97% | 9 - 3 |
|
EWL
|
Switzerland | +25.70% | 9 - 3 |
|
GREK
|
Greece | +24.90% | 8 - 4 |
|
EWK
|
Belgium | +24.55% | 7 - 5 |
|
VGK
|
Europe | +24.38% | 9 - 3 |
|
XLC
|
Communication Services | +24.24% | 8 - 4 |
|
EWQ
|
France | +24.07% | 8 - 4 |
|
EWD
|
Sweden | +23.48% | 8 - 4 |
|
VT
|
World All Countries | +22.95% | 8 - 4 |
|
EFA
|
EAFE Stocks | +21.40% | 8 - 4 |
|
EWU
|
United Kingdom | +19.50% | 8 - 4 |
|
EWI
|
Italy | +19.05% | 8 - 4 |
|
EIS
|
Israel | +18.29% | 8 - 4 |
|
VPL
|
Pacific | +17.87% | 9 - 3 |
|
ARGT
|
Argentina | +15.10% | 8 - 4 |
|
IGF
|
Global Infrastructure | +13.21% | 7 - 5 |
|
XLU
|
Utilities | +13.05% | 9 - 3 |
|
ENZL
|
New Zealand | +12.55% | 7 - 5 |
|
NORW
|
Norway | +11.92% | 6 - 6 |
|
EWO
|
Austria | +11.45% | 7 - 5 |
|
EWH
|
Hong Kong | +9.52% | 7 - 5 |
|
UNG
|
Natural Gas | +9.47% | 6 - 6 |
|
BNO
|
Brent Oil | +8.54% | 7 - 5 |
|
EWT
|
Taiwan | +7.85% | 6 - 6 |
|
EWM
|
Malaysia | +7.80% | 7 - 5 |
|
VNM
|
Vietnam | +7.76% | 7 - 5 |
|
USO
|
WTI Crude Oil | +5.84% | 6 - 6 |
|
HYG
|
US High Yield Bonds | +5.75% | 9 - 3 |
|
EWC
|
Canada | +5.30% | 6 - 6 |
|
EPOL
|
Poland | +3.74% | 7 - 5 |
|
EWY
|
South Korea | +3.54% | 7 - 5 |
|
EMIF
|
Emerging Markets Infrastructure | +2.83% | 7 - 5 |
|
XLRE
|
Real Estate | +2.31% | 8 - 4 |
|
VNQ
|
US REITs | +2.31% | 8 - 4 |
|
EWA
|
Australia | +1.77% | 8 - 4 |
|
PALL
|
Palladium | +0.58% | 6 - 6 |
|
EWS
|
Singapore | -0.02% | 6 - 6 |
|
BIL
|
US Cash | -0.09% | 7 - 5 |
|
BNDX
|
International Bonds | -0.81% | 7 - 5 |
|
PFF
|
US Preferred Stocks | -0.98% | 7 - 5 |
|
EWW
|
Mexico | -1.62% | 7 - 5 |
|
LQD
|
US Invest. Grade Bonds | -2.00% | 6 - 6 |
|
BND
|
US Total Bond Market | -2.10% | 6 - 6 |
|
FXI
|
China | -2.18% | 7 - 5 |
|
EEM
|
Emerging Markets | -3.69% | 4 - 8 |
|
INDA
|
India | -5.01% | 6 - 6 |
|
EZA
|
South Africa | -7.51% | 6 - 6 |
|
DBC
|
Commodities | -7.63% | 5 - 7 |
|
EPHE
|
Philippines | -7.66% | 7 - 5 |
|
EMB
|
Emerg. Market Bonds | -7.79% | 6 - 6 |
|
CPER
|
Copper | -8.44% | 7 - 5 |
|
TIP
|
US TIPS | -8.49% | 6 - 6 |
|
PPLT
|
Platinum | -11.54% | 5 - 7 |
|
TLT
|
US Long Term Treasuries | -13.37% | 4 - 8 |
|
FLLA
|
Latin America | -13.72% | 4 - 8 |
|
THD
|
Thailand | -14.60% | 6 - 6 |
|
GXG
|
Colombia | -15.03% | 6 - 6 |
|
EWZ
|
Brazil | -17.52% | 4 - 8 |
|
EIDO
|
Indonesia | -23.34% | 6 - 6 |
|
ECH
|
Chile | -23.91% | 3 - 9 |
|
EPU
|
Peru | -25.42% | 4 - 8 |
|
TUR
|
Turkey | -27.29% | 5 - 7 |
|
GLD
|
Gold | -28.33% | 3 - 9 |
|
SLV
|
Silver | -36.30% | 4 - 8 |
| Legend: Stocks Fixed Income Commodities |
