Period: 01 Jan 2014 - 31 Dec 2014 (12 months).
The best ETF Portfolio of 2014 is:
Roger Gibson Talmud Portfolio 2x Leveraged, with a +33.69% return.
The best Investment Theme of 2014 is:
Real Estate, with a +30.36% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2014 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2014 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2014 RETURNS AND STATS
Period: 01 Jan 2014 - 31 Dec 2014
| ETF Portfolio | Return ▾ |
Months Pos - Neg |
||
|---|---|---|---|---|
| Talmud Portfolio 2x Leveraged | Roger Gibson | +33.69% | 10 - 2 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | +32.31% | 10 - 2 | |
| Stocks/Bonds 60/40 2x Leveraged | +22.38% | 8 - 4 | ||
| Stocks/Bonds 40/60 2x Leveraged | +20.80% | 8 - 4 | ||
| Technology | +19.18% | 7 - 5 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +17.56% | 9 - 3 | |
| US Stocks Minimum Volatility | +16.33% | 9 - 3 | ||
| Talmud Portfolio | Roger Gibson | +16.24% | 10 - 2 | |
| Cape US Sector Value | Robert Shiller | +15.77% | 7 - 5 | |
| US Stocks Momentum | +14.61% | 6 - 6 | ||
| US Stocks Equal Weight | +14.06% | 9 - 3 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | +13.48% | 9 - 3 | |
| Odd-Stats Strategy | Aim Ways | +13.31% | 9 - 3 | |
| All Weather Portfolio | Ray Dalio | +12.89% | 10 - 2 | |
| Stocks/Bonds 80/20 Momentum | +12.86% | 6 - 6 | ||
| US Stocks Value | +12.75% | 9 - 3 | ||
| US Stocks | +12.54% | 8 - 4 | ||
| Golden Butterfly 2x Leveraged | Tyler | +12.32% | 8 - 4 | |
| Warren Buffett Portfolio | Warren Buffett | +12.08% | 8 - 4 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | +12.06% | 9 - 3 | |
| Dynamic 60/40 Income | The Lazy Team | +11.87% | 10 - 2 | |
| US Stocks Quality | +11.62% | 7 - 5 | ||
| Weird Portfolio | Value Stock Geek | +11.39% | 9 - 3 | |
| Stocks/Bonds 80/20 | +11.20% | 8 - 4 | ||
| One-Decision Portfolio | Marvin Appel | +11.14% | 10 - 2 | |
| Stocks/Bonds 60/40 Momentum | +11.10% | 6 - 6 | ||
| Simple Path to Wealth | JL Collins | +10.86% | 8 - 4 | |
| Global Market Portfolio | Credit Suisse | +10.70% | 9 - 3 | |
| Five Fold | Scott Burns | +10.14% | 8 - 4 | |
| Lazy Portfolio | David Swensen | +9.97% | 8 - 4 | |
| Dedalo Three | Dedalo Invest | +9.88% | 8 - 4 | |
| Stocks/Bonds 60/40 | +9.85% | 8 - 4 | ||
| Yale Endowment | David Swensen | +9.76% | 8 - 4 | |
| Marc Faber Portfolio | Marc Faber | +9.60% | 9 - 3 | |
| Dedalo Four | Dedalo Invest | +9.57% | 8 - 4 | |
| Permanent Portfolio | Harry Browne | +9.40% | 9 - 3 | |
| Stocks/Bonds 40/60 Momentum | +9.34% | 8 - 4 | ||
| Nano Portfolio | John Wasik | +9.22% | 7 - 5 | |
| Tilt Toward Value | Time Money Inc | +9.15% | 8 - 4 | |
| Golden Butterfly | Tyler | +9.13% | 9 - 3 | |
| US Stocks ESG | +9.13% | 7 - 5 | ||
| 10-year Treasury | +9.07% | 8 - 4 | ||
| Late Sixties and Beyond | Burton Malkiel | +9.01% | 8 - 4 | |
| Sheltered Sam 100/0 | Bill Bernstein | +8.93% | 9 - 3 | |
| Coffeehouse | Bill Schultheis | +8.90% | 9 - 3 | |
| PISI Portfolio | Davide Pisicchio | +8.90% | 9 - 3 | |
| Total Bond Developed World ex-US | +8.74% | 11 - 1 | ||
| Shield Strategy | Aim Ways | +8.59% | 8 - 4 | |
| Stocks/Bonds 60/40 with Bitcoin | +8.54% | 7 - 5 | ||
| Core Four | Rick Ferri | +8.52% | 8 - 4 | |
| In Saecula Saeculorum | Fulvio Marchese | +8.52% | 8 - 4 | |
| Ulcer Free Strategy | Aim Ways | +8.51% | 8 - 4 | |
| Simple and Cheap | Time Money Inc | +8.51% | 8 - 4 | |
| Stocks/Bonds 40/60 | +8.51% | 9 - 3 | ||
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +8.38% | 8 - 4 | |
| Permanent Portfolio with Bitcoin | Harry Browne | +8.31% | 9 - 3 | |
| Sheltered Sam 90/10 | Bill Bernstein | +8.20% | 8 - 4 | |
| Mid-Fifties | Burton Malkiel | +8.09% | 8 - 4 | |
| Couch Potato | Scott Burns | +8.07% | 7 - 5 | |
| Golden Butterfly with Bitcoin | Tyler | +8.05% | 9 - 3 | |
| Seven Value | Scott Burns | +7.89% | 8 - 4 | |
| GAA Global Asset Allocation | Mebane Faber | +7.67% | 9 - 3 | |
| Rob Arnott Portfolio | Rob Arnott | +7.59% | 9 - 3 | |
| Stocks/Bonds 20/80 Momentum | +7.58% | 8 - 4 | ||
| Stocks/Bonds 60/40 ESG | +7.55% | 7 - 5 | ||
| Sheltered Sam 80/20 | Bill Bernstein | +7.48% | 8 - 4 | |
| Stocks/Bonds 40/60 with Bitcoin | +7.20% | 7 - 5 | ||
| Late Thirties to Early Forties | Burton Malkiel | +7.18% | 8 - 4 | |
| Stocks/Bonds 20/80 | +7.16% | 9 - 3 | ||
| Dedalo Eleven | Dedalo Invest | +7.15% | 8 - 4 | |
| Simplified Permanent Portfolio | The Lazy Team | +7.12% | 9 - 3 | |
| Dynamic 40/60 Income | The Lazy Team | +7.01% | 8 - 4 | |
| Six Ways from Sunday | Scott Burns | +7.00% | 7 - 5 | |
| Mid-Twenties | Burton Malkiel | +6.93% | 8 - 4 | |
| All Country World Bonds | +6.88% | 9 - 3 | ||
| Sheltered Sam 70/30 | Bill Bernstein | +6.76% | 8 - 4 | |
| Stocks/Bonds 40/60 ESG | +6.76% | 7 - 5 | ||
| Second Grader's Starter | Paul Farrell | +6.75% | 8 - 4 | |
| Paul Boyer Portfolio | Paul Boyer | +6.63% | 9 - 3 | |
| LifeStrategy Income Fund | Vanguard | +6.50% | 9 - 3 | |
| Edge Select Moderately Aggressive | Merrill Lynch | +6.31% | 8 - 4 | |
| LifeStrategy Conservative Growth | Vanguard | +6.30% | 8 - 4 | |
| Edge Select Moderately Conservative | Merrill Lynch | +6.29% | 8 - 4 | |
| High Yield Bonds Income | The Lazy Team | +6.28% | 8 - 4 | |
| Edge Select Aggressive | Merrill Lynch | +6.27% | 8 - 4 | |
| Gold Pivot Ptf | Aim Ways | +6.26% | 9 - 3 | |
| All Country World 20/80 | +6.24% | 9 - 3 | ||
| Edge Select Moderate | Merrill Lynch | +6.15% | 8 - 4 | |
| Pinwheel | Tyler | +6.12% | 8 - 4 | |
| LifeStrategy Moderate Growth | Vanguard | +6.10% | 8 - 4 | |
| Three Funds | Bogleheads | +6.07% | 8 - 4 | |
| Sheltered Sam 60/40 | Bill Bernstein | +6.04% | 8 - 4 | |
| Lifepath Fund | iShares | +6.00% | 8 - 4 | |
| Long Term Portfolio | Ben Stein | +5.91% | 8 - 4 | |
| LifeStrategy Growth Fund | Vanguard | +5.91% | 8 - 4 | |
| Four Funds | Bogleheads | +5.85% | 8 - 4 | |
| Total Bond US | +5.82% | 9 - 3 | ||
| Developed World ex-US 20/80 | +5.80% | 10 - 2 | ||
| Family Taxable Portfolio | Ted Aronson | +5.69% | 8 - 4 | |
| All Country World 40/60 | +5.59% | 8 - 4 | ||
| Robo Advisor 50 | Betterment | +5.47% | 8 - 4 | |
| Desert Portfolio | Gyroscopic Investing | +5.45% | 8 - 4 | |
| Sheltered Sam 50/50 | Bill Bernstein | +5.32% | 8 - 4 | |
| Aim comfortable trip | Aim Ways | +5.31% | 7 - 5 | |
| Coward's Portfolio | Bill Bernstein | +5.28% | 8 - 4 | |
| Robust | Alpha Architect | +5.13% | 7 - 5 | |
| Four Square | Scott Burns | +5.08% | 8 - 4 | |
| Conservative Income | Charles Schwab | +5.05% | 8 - 4 | |
| Robo Advisor 80 | Betterment | +5.04% | 8 - 4 | |
| All Country World 60/40 | +4.95% | 8 - 4 | ||
| Robo Advisor 90 | Betterment | +4.90% | 8 - 4 | |
| Sandwich Portfolio | Bob Clyatt | +4.84% | 8 - 4 | |
| Edge Select Conservative | Merrill Lynch | +4.82% | 8 - 4 | |
| Robo Advisor 100 | Betterment | +4.80% | 8 - 4 | |
| Sheltered Sam 40/60 | Bill Bernstein | +4.59% | 8 - 4 | |
| Big Rocks Portfolio | Larry Swedroe | +4.48% | 8 - 4 | |
| Gretchen Tai Portfolio | Gretchen Tai | +4.44% | 8 - 4 | |
| Perfect Portfolio | Ben Stein | +4.39% | 8 - 4 | |
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +4.36% | 8 - 4 | |
| All Country World 80/20 | +4.31% | 8 - 4 | ||
| Ideal Index | Frank Armstrong | +4.16% | 8 - 4 | |
| Aggressive Global Income | The Lazy Team | +3.96% | 8 - 4 | |
| Margaritaville | Scott Burns | +3.95% | 8 - 4 | |
| Sheltered Sam 30/70 | Bill Bernstein | +3.87% | 8 - 4 | |
| Ultimate Buy and Hold Strategy | Paul Merriman | +3.86% | 8 - 4 | |
| No Brainer Portfolio | Bill Bernstein | +3.78% | 7 - 5 | |
| All Country World Stocks | +3.67% | 8 - 4 | ||
| US Inflation Protection | +3.59% | 8 - 4 | ||
| Gone Fishin' Portfolio | Alexander Green | +3.43% | 8 - 4 | |
| Five Asset | Roger Gibson | +3.39% | 7 - 5 | |
| Sheltered Sam 20/80 | Bill Bernstein | +3.15% | 8 - 4 | |
| Ultimate Buy&Hold | FundAdvice | +3.11% | 8 - 4 | |
| Robo Advisor 20 | Betterment | +2.92% | 8 - 4 | |
| Dimensional Retirement Income Fund | DFA | +2.89% | 8 - 4 | |
| Developed World ex-US 40/60 | +2.85% | 8 - 4 | ||
| Sheltered Sam 10/90 | Bill Bernstein | +2.43% | 8 - 4 | |
| Larry Portfolio | Larry Swedroe | +2.38% | 7 - 5 | |
| Simple Money Portfolio | Tim Maurer | +2.33% | 7 - 5 | |
| Andrew Tobias Portfolio | Andrew Tobias | +2.26% | 7 - 5 | |
| Ivy Portfolio | Mebane Faber | +2.25% | 7 - 5 | |
| Robo Advisor 10 | Betterment | +1.76% | 8 - 4 | |
| Sheltered Sam 0/100 | Bill Bernstein | +1.71% | 8 - 4 | |
| Developed World ex-US 40/60 Momentum | +1.57% | 6 - 6 | ||
| Eliminate Fat Tails | Larry Swedroe | +1.52% | 7 - 5 | |
| Ark Tech Portfolio | Cathie Wood | +1.12% | 1 - 1 | |
| Robo Advisor 0 | Betterment | +0.63% | 7 - 5 | |
| Short Term Treasury | +0.45% | 7 - 5 | ||
| US Cash | -0.07% | 7 - 5 | ||
| Developed World ex-US 60/40 | -0.09% | 7 - 5 | ||
| 7Twelve Portfolio | Craig Israelsen | -0.27% | 7 - 5 | |
| Developed World ex-US 60/40 Momentum | -2.02% | 5 - 7 | ||
| Gold | -2.19% | 6 - 6 | ||
| Developed World ex-US 80/20 | -3.03% | 6 - 6 | ||
| Emerging Markets Stocks | -3.93% | 8 - 4 | ||
| Developed World ex-US Stocks | -5.98% | 6 - 6 | ||
| European Stocks | -7.10% | 5 - 7 | ||
| Developed World ex-US Stocks Momentum | -9.19% | 4 - 8 |
2014 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2014 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2014 RETURNS AND STATS
Period: 01 Jan 2014 - 31 Dec 2014
| ETF | Investment Theme | Return ▾ |
Months Pos - Neg |
|---|---|---|---|
|
XLRE
|
Real Estate | +30.36% | 11 - 1 |
|
VNQ
|
US REITs | +30.36% | 11 - 1 |
|
XLU
|
Utilities | +28.73% | 9 - 3 |
|
TLT
|
US Long Term Treasuries | +27.30% | 10 - 2 |
|
XLV
|
Healthcare | +25.14% | 9 - 3 |
|
EPHE
|
Philippines | +22.09% | 7 - 5 |
|
EIDO
|
Indonesia | +21.82% | 8 - 4 |
|
INDA
|
India | +21.74% | 8 - 4 |
|
QQQ
|
US Technology | +19.18% | 7 - 5 |
|
XLK
|
Information Technology | +17.85% | 9 - 3 |
|
TUR
|
Turkey | +15.76% | 7 - 5 |
|
XLP
|
Consumer Staples | +15.72% | 8 - 4 |
|
THD
|
Thailand | +15.50% | 8 - 4 |
|
XLF
|
Financials | +15.05% | 8 - 4 |
|
PFF
|
US Preferred Stocks | +14.11% | 9 - 3 |
|
VOE
|
US Mid Cap Value | +13.96% | 9 - 3 |
|
VUG
|
US Large Cap Growth | +13.61% | 7 - 5 |
|
SPY
|
US Large Cap Blend | +13.46% | 8 - 4 |
|
VTV
|
US Large Cap Value | +13.17% | 9 - 3 |
|
ENZL
|
New Zealand | +12.60% | 9 - 3 |
|
VTI
|
US Total Stock Market | +12.54% | 8 - 4 |
|
FXI
|
China | +11.45% | 9 - 3 |
|
IGF
|
Global Infrastructure | +11.45% | 7 - 5 |
|
PALL
|
Palladium | +11.30% | 9 - 3 |
|
XLI
|
Industrials | +10.36% | 8 - 4 |
|
IJH
|
US Mid Cap Blend | +9.71% | 8 - 4 |
|
XLY
|
Consumer Discretionary | +9.46% | 7 - 5 |
|
BNDX
|
International Bonds | +8.74% | 11 - 1 |
|
LQD
|
US Invest. Grade Bonds | +8.21% | 8 - 4 |
|
IJS
|
US Small Cap Value | +7.56% | 8 - 4 |
|
IJK
|
US Mid Cap Growth | +7.31% | 7 - 5 |
|
XLB
|
Materials | +7.17% | 7 - 5 |
|
EWT
|
Taiwan | +6.86% | 8 - 4 |
|
EMB
|
Emerg. Market Bonds | +6.05% | 7 - 5 |
|
IJR
|
US Small Cap Blend | +5.85% | 7 - 5 |
|
BND
|
US Total Bond Market | +5.82% | 9 - 3 |
|
EDEN
|
Denmark | +5.24% | 6 - 6 |
|
VNM
|
Vietnam | +5.11% | 6 - 6 |
|
IJT
|
US Small Cap Growth | +4.01% | 6 - 6 |
|
XLC
|
Communication Services | +3.97% | 6 - 6 |
|
VT
|
World All Countries | +3.67% | 8 - 4 |
|
TIP
|
US TIPS | +3.59% | 8 - 4 |
|
CGW
|
Global Water | +3.27% | 7 - 5 |
|
EWH
|
Hong Kong | +3.25% | 7 - 5 |
|
EZA
|
South Africa | +2.75% | 8 - 4 |
|
EWS
|
Singapore | +2.68% | 6 - 6 |
|
HYG
|
US High Yield Bonds | +1.90% | 7 - 5 |
|
EWC
|
Canada | +1.08% | 7 - 5 |
|
EWK
|
Belgium | +0.60% | 6 - 6 |
|
BIL
|
US Cash | -0.07% | 7 - 5 |
|
EIS
|
Israel | -1.69% | 5 - 7 |
|
EWL
|
Switzerland | -1.73% | 6 - 6 |
|
EIRL
|
Ireland | -1.81% | 3 - 9 |
|
EMIF
|
Emerging Markets Infrastructure | -2.17% | 8 - 4 |
|
GLD
|
Gold | -2.19% | 6 - 6 |
|
EPU
|
Peru | -3.56% | 7 - 5 |
|
ARGT
|
Argentina | -3.64% | 7 - 5 |
|
EEM
|
Emerging Markets | -3.93% | 8 - 4 |
|
EWA
|
Australia | -4.66% | 7 - 5 |
|
ICLN
|
Global Clean Energy | -4.78% | 5 - 7 |
|
VPL
|
Pacific | -4.82% | 5 - 7 |
|
EWN
|
Netherlands | -5.77% | 6 - 6 |
|
EFA
|
EAFE Stocks | -6.20% | 6 - 6 |
|
EWJ
|
Japan | -6.24% | 4 - 8 |
|
EWP
|
Spain | -6.28% | 6 - 6 |
|
VGK
|
Europe | -7.10% | 5 - 7 |
|
EWU
|
United Kingdom | -7.62% | 6 - 6 |
|
EWD
|
Sweden | -8.41% | 5 - 7 |
|
XLE
|
Energy | -8.70% | 6 - 6 |
|
FLLA
|
Latin America | -9.59% | 7 - 5 |
|
EMQQ
|
Emerging Markets E-Commerce | -10.02% | 0 - 1 |
|
EWQ
|
France | -10.75% | 6 - 6 |
|
EWI
|
Italy | -10.92% | 3 - 9 |
|
EWM
|
Malaysia | -11.55% | 6 - 6 |
|
EWW
|
Mexico | -11.59% | 5 - 7 |
|
EWG
|
Germany | -11.96% | 4 - 8 |
|
PPLT
|
Platinum | -12.58% | 6 - 6 |
|
EWY
|
South Korea | -13.48% | 7 - 5 |
|
ECH
|
Chile | -14.75% | 5 - 7 |
|
EWZ
|
Brazil | -15.52% | 6 - 6 |
|
EPOL
|
Poland | -16.33% | 4 - 8 |
|
CPER
|
Copper | -16.94% | 5 - 7 |
|
SLV
|
Silver | -19.51% | 3 - 9 |
|
EWO
|
Austria | -20.93% | 4 - 8 |
|
NORW
|
Norway | -23.53% | 5 - 7 |
|
GXG
|
Colombia | -26.87% | 7 - 5 |
|
DBC
|
Commodities | -28.10% | 3 - 9 |
|
UNG
|
Natural Gas | -28.61% | 5 - 7 |
|
GREK
|
Greece | -39.96% | 4 - 8 |
|
USO
|
WTI Crude Oil | -42.36% | 3 - 9 |
|
BNO
|
Brent Oil | -49.03% | 4 - 8 |
| Legend: Stocks Fixed Income Commodities |
